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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:
    346: Where Do Millionaires Grow Their Wealth? 4 Investment Tips for Retirees Feb 17, 2023
    Show notes

    This week's retirement reading is from the Of Dollars and Data titled, Where Do Millionaires Keep Their Money? [It's Not Where You Think] Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/346.

    Show Notes: Howardbailey.com/346

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    345: Busting 9 Retirement Myths Feb 10, 2023
    Show notes

    This week's retirement reading is from the Humble Dollar titled, Nine Retirement Myths. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/345.

    Show Notes: Howardbailey.com/345

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    344: Investment Planning for Retirees: What Does the Long Term Mean? Feb 03, 2023
    Show notes

    This week's retirement reading is from Retirement Researcher titled, How Long is the Long Term? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/344.

    Show Notes: Howardbailey.com/344

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    343: The Evolution of Money Management with Wall Street Legend, Burton Malkiel Jan 30, 2023
    Show notes

    Today, I'm thrilled to be speaking with Burt Malkiel. You probably know him as the author of A Random Walk Down Wall Street, originally published 50 years ago and is now in its 13th edition. In the book, he made a compelling case to make index funds the core component of one's investment portfolio. Keep in mind that index funds weren't publicly available at that time.

    Having written one of the most influential books in the history of investing is an extraordinary achievement. And Burt's accomplishments are many, including several lifetime achievement awards from professional investment organizations.

    Burt is the Chemical Bank Chairman's Professor of Economics at Princeton University. He has also served as a member of the Council of Economic Advisers, president of the American Finance Association, the dean of the Yale School of Management, and spent 28 years as a director at the Vanguard Group.

    It was such an honor to have Burt on the show, and I'm so excited to share our conversation with you. You'll hear how he got to where he is today, from his humble beginnings as a poor kid in a Boston tenement house to his published work that transformed investing forever. He'll also share his thoughts on how today's inflation compares to the 1970s, the challenges we face to get it under control, and so much more!

    GET A FREE COPY OF BURT'S BOOK, A RANDOM WALK DOWN WALL STREET.

    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 BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple!

    In this podcast interview, you'll learn:

    • Why Burt believes education is so important–even though neither he nor I ever woke up excited to go to school.
    • Why Albert Einstein called compound interest "the eighth wonder of the world."
    • How A Random Walk Down Wall Street slowly but surely changed investing as we know it today.
    • What makes financial planning for growth and planning for preservation so drastically different.
    • How to invest in individual stocks and make bets on businesses you believe in without putting your money at risk.
    • How Burt structured his portfolio to generate safe, reliable fixed income once he needed to start taking RMDs.
    • How high net worth individuals often get into financial trouble.
    • How Burt thinks our current era of inflation compares to the stagflation of the 1970s–and why he's pessimistic about our ability to get inflation under control.

    Show Notes: Howardbailey.com/343

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    342: The Art of Spending Money: How to Find Financial Happiness in Retirement Jan 27, 2023
    Show notes

    This week's retirement reading is from The Collaborative Fund Blog titled, The Art and Science of Spending Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/342.

    Show Notes: Howardbailey.com/342

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    341: SECURE Act 2.0: What it Means for Your Retirement Savings Jan 20, 2023
    Show notes

    This week's retirement reading is from Eversheds Sutherland titled, SECURE 2.0 in 2023 and beyond. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/341.

    Show Notes: Howardbailey.com/341

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    340: 2023 Stock Market Predictions Jan 13, 2023
    Show notes

    This week's retirement reading is from the Fortunes and Frictions Blog titled, My 2023 Predictions. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/340.

    Show Notes: Howardbailey.com/340

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    339: Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey Jan 09, 2023
    Show notes

    Today, I'm thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement.

    In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they're most likely to face in the next chapter of their lives. Tackling issues such as boredom, uncertainty, and drifting by helping them craft specific strategies to tackle these problems head-on.

    In today's episode, we dig into what Joe's learned from working with people from all walks of life. We talk about the difference between left-brain financial planning and right-brain life planning and why so many advisors end up having to unwind what should have been "perfect" retirement plans.

    We'll also talk about how to cast off pre-retirement mindsets that won't serve you once you've transitioned out of your primary career and much more!

    GET A FREE COPY OF JOE'S BOOK, WIN THE RETIREMENT GAME: HOW TO OUTSMART THE 9 FORCES TRYING TO STEAL YOUR JOY

    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 BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple!

    PS: If you'd like a free copy of Joe's book, all you need to do is leave us an honest review over on Apple Podcasts, then send your email and your username to info@howardbailey.com, and we'll get it out to you!

    In this podcast interview, you'll learn:

    • Why Joe sees retirement as a game–and why most retirees don't actually want to kick back, relax, and withdraw.
    • Why so many people find themselves in a state of shock or identity crisis when they retire–and how "soft" conversations about retirement make this transition less uncomfortable.
    • How boredom paralyzes, scares, and frustrates us as we approach retirement–and what happens when we discover newfound passions.
    • What to do in the meantime as you wait for an opportunity to recharge your energy or artistic juices between career and retirement.
    • How to get retirees out of the habit of consuming 40+ hours a week of television.
    • Why retirement communities are rarely diverse and don't always encourage us to be at our best.
    • How to make a concrete list of your killjoys and start working through them.

    Show Notes: Howardbailey.com/339

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    338: Tax Saving Strategies: How Rethinking Your RMD Can Reap Big Rewards Jan 06, 2023
    Show notes

    This week's retirement reading is from the Think Advisor Blog titled, Why Advisors Should Rethink the 'M' in RMD. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/338.

    Show Notes: Howardbailey.com/338

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


    337: How Taxes Impact Stock Returns and Ways to Maximize Your Money Dec 30, 2022
    Show notes

    This week's retirement reading is from the Best Interest Blog titled, How Do Taxes Affect Stock Returns? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/337.

    Show Notes: Howardbailey.com/337

    Rate & Review the Podcast: RetireWithPurpose.com/review

    Sign Up to Casey's Weekend Reading Email!

    Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading


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