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Retire With Purpose – The Retirement Podcast

Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life.

Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today’s foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.

Latest Episodes:

446: The Most Powerful Financial Skill: Quiet Compounding Jul 05, 2024

Show notes

The most powerful financial skill is having the ability to stay focused on your retirement strategy despite what's happening around you. It means taking away the yard stick and avoiding comparison to remain healthy, happy, and fulfilled.

In this episode, we discuss:

Why quiet compounding can feel slow
The four factors that make up quiet compounding
How to become selfish in the best way

Today's article comes from Collab Fund blog titled, Quiet Compounding. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/446

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

445: Thriving in Midlife Part 3: A Framework for Defining Your "Repurposement" Goals Jun 28, 2024

Show notes

What does it look like for you to live a meaningful life with purpose? As you navigate the transition from midlife to retirement, take the time to define your "Repurposement" Goals so you can pursue what excites you, align actions with your values, and contribute to the greater good.

In this episode, we discuss:

The mentality behind a "midlife crisis"
3 questions to ask yourself in midlife
How to give your goals meaning with the peace index
How to look at your life through a "Purpose" lens

Today's article comes from our very own blog titled, Thriving in Midlife: Part 3: Defining Your "Repurposement" Goals. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/445

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

444: 3 Assets That Might Not Diversify as Well as You Think Jun 24, 2024

Show notes

Diversification is a key principle in investing, where you often combine assets with differing performance characteristics. However, this strategy is not foolproof.

In this episode, we discuss:

The definition of "uncorrelated assets"
Why real estate's correlation with stocks has increased
What you need to know about "junk bonds" and crypto
Assets that ARE negatively correlated

Today's article comes from Morningstar.com titled, 3 Assets That Might Not Diversify as Well as You Think. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/444

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values Jun 14, 2024

Show notes

To live a midlife full of meaning and purpose, you must first understand your core values and the role they play in your overall wellbeing.

In this episode, we discuss:

The definition of a "core value"
How to identify your core values and why they're so important in midlife
Why values are NOT goals
How to stay focused on your core values

Today's article comes from our very own blog titled, Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/443

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr. Jun 10, 2024

Show notes

Today, I'm speaking with Mike Golic Sr. Mike's career in the NFL began when he was drafted in the 10th round as a defensive lineman in the 1985 NFL draft. He has since gone on to have tremendous success in sports media as the cohost of Mike & Mike on ESPN and currently cohosts Gojo and Golic with his son, Mike Jr., at DraftKings.

He coauthored Mike and Mike's Rules for Sports and Life with Mike Greenberg and had millions of fans tuning into their sports-talk radio show on ESPN. You'll hear he transitioned from the playing field to land his first gig calling college games for ESPN and earning less money than his first year in the NFL and the support he had from his wife to pursue his new passion.

In our conversation, we explore how to navigate those transitions with grace, the unique challenges professional athletes (and entrepreneurs) face after their careers come to an often sudden end, and the lessons he learned from his parents to "find a way and figure it out" which stuck with him as he ventured into new territory after his playing career.

In this podcast interview, you'll learn:

How Mike's parents, the challenges of sports, and the rigors of academia helped teach him the value of hard work and make him the person he is today.
Why our definition of success has to change as we age–and how it changed for Mike as he left the NFL and ESPN to enjoy life as a parent and grandparent.
How NFL players are forced into retirement by the NFL and how changed his focus to providing for his family in the new arena of sports media.
The impact that career transitions have had on Mike's relationship with his wife of almost 40 years–and his advice for staying in sync as you move on to the next step.
Why Mike's family is at the heart of his purpose.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/442

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs Jun 07, 2024

Show notes

What are the odds your retirement savings will last your lifetime? In the financial planning world, retirement calculators, software and simulations are often leveraged to answer this question; however, they don't always provide the full picture.

In this episode, we discuss:

Why it's important to define what retirement "success" or "failure" mean to you
Why different retirement calculators or simulations can provide a range of outputs
The "die with zero" concept

Today's article comes from CanIRetireYet.com titled, Defining Retirement Success and Failure. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/441

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run May 31, 2024

Show notes

What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey.

In this episode, we discuss:

When you will find yourself in the "Retirement Death Zone"
How investment risk changes depending on your retirement stage
Why it's important to rebalance your portfolio
The risks of over-allocation
How to create a protected income stream

Today's article comes from Advisor Perspectives titled, Mount Everest and the Decumulation Retirement Portfolio. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/440

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

439: Thriving in Midlife Part 1: 7 Habits to Help You Embrace Change May 24, 2024

Show notes

You're human; you will go through changes throughout your life. But some of the greatest factors that determine how you navigate these transitions as you age (big or small) lie in your habits.

Today's article is

In this episode, we discuss:

What it means to thrive in "midlife"
Why it's important to maintain curiosity
How to live in service of others
Ways to cultivate more gratitude
How to embrace the "fearless factor"

Today's article comes from our very own blog titled, Thriving in Midlife, Part 1: 7 Habits To Embrace Change From Midlife Reflection to Life-Long Resilience. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/439

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio May 17, 2024

Show notes

Does the perfect asset allocation exist? To create a retirement portfolio that aligns with your long-term financial goals and needs, you might find your savings reap the most benefit by taking an international approach.

In this episode, we discuss:

Conflicting opinions around the four percent rule.
What does a "safe withdrawal rate" really mean?
Why you need to know about the "Ulcer Index".
The risk of home country bias.

Today's article comes from PortfolioCharts.com titled, What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/438

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself May 10, 2024

Show notes

Do you have a clear understanding of your financial risk tolerance? Is your money truly aligned with what's most important to you in life? Although the actions you take along your investment journey might often feel complex, you can make the process less overwhelming by focusing on one word: Simple.

In this episode, we discuss:

How to understand why you're making certain financial decisions.
The three-point risk triangle and how it can help you make better investment choices.
The risks associated with not understanding your investments.
How to factor tax implications into your investment decisions.

Today's article comes from DariusForoux.com titled, 12 Simple Questions You Should Ask Before Making Investing Decisions. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/437

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

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