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    Business

    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.

    ©2026 HOWARD BAILEY FINANCIAL, INC.

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    Latest Episodes:
    436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio May 03, 2024
    Show notes

    Are you a risk seeker or a risk mitigator? Although both can find success, it's important to understand your style.

    In this episode, we discuss:

    • The correlation between golf tactics and investment strategies by adopting either a risk-taking or risk-averse stance
    • Why it's dangerous to emotionally swap back and forth between risk styles based on market conditions

    Today's article comes from CollabFund.com titled, Risk Seeking vs. Mitigating. 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/436

    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


    435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber Apr 29, 2024
    Show notes

    Today, I'm talking to Dr. Tom Kamber. Tom is the founder and executive director of Older Adults Technology Services (OATS) and Senior Planet. He is a leading expert on aging and technology and has provided award-winning programs for older adults across America.

    Tom has taught courses on technology, urban studies, and philanthropy at Columbia University, is widely published in professional and academic journals, and is a co-founder of the Afro-Latin Jazz Alliance which has won multiple Grammy awards.

    In our conversation, Tom and I dig into common questions retirees have about technology, how to leverage technology like AI to get more out of retirement, and some best practices to protect yourself from fraud and identity theft.

    In this podcast interview, you'll learn:

    • Why people are so tired of talking about legacy–and why it's making an impact that really matters.
    • The encounter with an 80-year-old woman who fell in love with dance later in life that radically shifted Tom's perspective and practice.
    • How to address older people's anxieties, resistance, or discomfort around new technology–and how Tom gets people over the age of 50 to participate in the Senior Planet community.
    • Why Tom believes AI has huge potential to empower seniors.
    • How to deal with common scams including identity theft, gift card fraud, stolen passwords, and relatives who are supposedly in trouble.

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

    Show Notes: Howardbailey.com/435

    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


    434: Mindset Makeover: Adjusting Your Habits and Behaviors as You Age Apr 26, 2024
    Show notes

    Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement.

    In this episode, we discuss:

    • Self-awareness and recognizing patterns of behavior, including letting go of behaviors that no longer serve us
    • The importance of truly understanding yourself, your core values and your purpose in life
    • Setting meaningful goals aligned with your personal values
    • The difference between a behavior and a habit and the pros and cons of habit stacking

    Today's article comes from Global English Editing titled, If you want a more meaningful life, say goodbye to these 9 behaviors. 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/434

    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


    433: Direct Indexing and the Evolution of Investment Tools Apr 19, 2024
    Show notes

    Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns.

    Today's article comes from FA-mag.com titled, The Connection Between Index Investing And Direct Indexing. 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/433

    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


    432: Are Buffer ETFs a Good Tool to Reduce Market Risk? Apr 12, 2024
    Show notes

    Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?

    In this episode, we discuss:

    • Why buffer ETFs have become so popular
    • How they compare to annuities
    • The benefit of professional management

    Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. 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/432

    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


    431: Key Insights for a Happier and Wealthier You Apr 05, 2024
    Show notes

    Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success.

    Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future. 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/431

    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


    430: Living Your Best Life in Retirement with Lux Narayan Apr 01, 2024
    Show notes

    Today, I'm talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS.

    In our conversation, we discuss his new book Name, Place, Animal, Thing: An Inspiring Fable For Grownups About Hope, Positivity, and Living Your Best Life, in which he weaves a fable for adults about life transitions full of wisdom–especially as it relates to retirement.

    You'll learn why Lux believes in the beauty of being a generalist, what inspired him to write this book, and how it changed his life during a time of great personal and professional uncertainty. You'll also discover a few things we can do at every stage of life to live a kinder, grounded, and deeper existence.

    GET A FREE ACCESS TO LUX'S BOOK TITLED "NAME, PLACE, ANIMAL, THING: AN INSPIRING FABLE FOR GROWNUPS ABOUT HOPE, POSITIVITY, AND LIVING YOUR BEST LIFE"

    Here's all you have to do...

    • Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
    • Step 2.) Text the word BOOK to 866-482-9559 and we'll make sure you get signed up for free. It's that simple!

    In this podcast interview, you'll learn:

    • Why people who have been laser-focused on one thing for 30, 40, or 50 years have such a hard time in retirement.
    • How Lux's pursuit of so many different skills has proven valuable and interconnected over the course of his career.
    • New ways to answer the question: "So, what do you do?"
    • Why so many retirees think they're going to travel far more than they actually do–and the beauty of going near and narrow, rather than far out into the world.
    • The beauty of living a life of curiosity, humility, and empathy.

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

    Show Notes: Howardbailey.com/430

    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


    429: Do You Have Good 401(k) Hygiene? Mar 29, 2024
    Show notes

    Saving for retirement is enough of a challenge. Don't make it harder on yourself by losing track of your old investment accounts.

    In this episode, we discuss:

    • Four options for your old 401(k) accounts
    • Proper ways to rollover your old 401(k)s
    • The impact of Secure Act 2.0 on orphan 401(k)s

    Today's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. 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/429

    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


    428: Navigating the Transition into Your Second Half of Life Mar 22, 2024
    Show notes

    Moving from the first half of life into the second half can be a confusing and rocky experience.

    In this episode, we discuss:

    • The role that "ego" plays in our lives
    • How to find meaning as our identity shifts
    • The importance of mental health and its connection with longevity

    Today's article comes from Medium titled, Carl Jung: The Second Half of Life. 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: https://howardbailey.com/428

    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


    427: Leveraging Your Experiences During Life Transitions to Build a Better Future Mar 15, 2024
    Show notes

    Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way.

    Join us as we discuss:

    • How life transitions affect us psychologically, emotionally, and physically
    • The importance of being intentional during these transitions

    Today's article comes from iflow Psychology titled, Navigating Life Transitions: Expert Tips for Optimising Your Journey and Boosting Personal Growth. 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/427

    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


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