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Retire With Purpose - The Retirement Podcast

Casey Weade

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Retire With Purpose - The Retirement Podcast
64 MIN2018 NOV. 12
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David Bach’s goal in life is to inspire a million women to be smarter with money. He’s the co-founder of AE Wealth Management, which oversees over $4 billion in assets, as well as the author of Smart Women Finish Rich, a word of mouth phenomenon that has sold over 1 million copies and is now entering its 63rd printing.

Unlike many financial books, it’s a nice, neat package that’s easy to understand - and one that I keep around for women and couples who are looking to learn how to create a secure retirement. It’s also a vital resource, as $39.6 trillion of the world’s wealth is now controlled by women, and that number is estimated to rise to $72 trillion as soon as 2020.

David is a very special guest and a great friend. I’m excited to have him on the podcast to talk about the recently updated edition of his book, the life lessons he learned from his self-made millionaire grandmother, and the unique challenges facing women in retirement. For both women facing retirement and the financial planners who might want to work with them, it’s a must listen.

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To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit RetireWithPurpose.com/17

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Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.