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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:

336: Average vs Actual Rate of Return: What's the Difference? Dec 23, 2022

Show notes

This week's retirement reading is from Kiplinger post titled, What's the Difference Between Average and Actual Rate of Return? 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/336.

Show Notes: Howardbailey.com/336

Rate & Review the Podcast: RetireWithPurpose.com/review

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

335: Unbiased Investment Advice and How to Filter Out Financial Media Noise with Bob French Dec 19, 2022

Show notes

Today, I'm talking to Bob French–one of the leading lights in the world of retirement research. Bob is the Director of Investment Analysis at McLean Asset Management, where he works directly with clients to help them understand how their investments fit in a broader picture.

Bob joined the team at Retirement Researcher, where he works with a couple of our favorite podcast guests, Wade Pfau and Alex Murguia. This 3-man team collaborates to deliver some of the best, unbiased insights and knowledge available today. His work in the field of retirement truly serves his readers and takes a genuinely academic approach that helps investors to reach their retirement goals.

In my conversation with Bob, we get into what a true retirement plan really looks like and why the types of investments matter a lot less than we think they do. We'll also discuss how you can cut through the noise from financial media outlets so you can build a retirement income plan with confidence and peace of mind, even in today's investing environment and much more!

In this podcast interview, you'll learn:

Why retirement planning and investment planning are not the same thing.
How Bob answers client questions about portfolio performance.
Why the woeful state of financial media is Bob's biggest frustration with the industry.
When to use buffer assets, reserve strategies, working capital strategies, and other financial tools as part of your retirement planning.
How Bob and his family manage their finances and stay on the same page despite having opposite philosophies about money.

Show Notes: Howardbailey.com/335

Rate & Review the Podcast: RetireWithPurpose.com/review

334: Going Against the Status Quo: 3 Ways to Become a Better Decision Maker Dec 16, 2022

Show notes

This week's retirement reading is from Ness Labs titled, The default effect: why we renounce our ability to choose. 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/334.

Show Notes: Howardbailey.com/334

Rate & Review the Podcast: RetireWithPurpose.com/review

333: What's the Yield? This is What You Need to Know About Investment Return Dec 09, 2022

Show notes

This week's retirement reading is from Fortunes & Frictions post titled, Yield is for Farmers. 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/333.

Show Notes: Howardbailey.com/333

Rate & Review the Podcast: RetireWithPurpose.com/review

332: Individual Bonds Versus a Bond Fund: Which Belongs in Your Portfolio? Dec 02, 2022

Show notes

This week's retirement reading is from A Wealth of Common Sense titled, Owning Individual Bonds vs. Owning a Bond Fund. 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/332.

Show Notes: Howardbailey.com/332

Rate & Review the Podcast: RetireWithPurpose.com/review

331: How Demographic Changes Are Impacting the Future for Retirees with Bradley Schurman Nov 28, 2022

Show notes

Today, I'm talking to Bradley Schurman. Bradley is the founder and CEO of The Super Age, a global strategic advisory firm that helps people tap into the economic power of "super-agers"–the older populations that will soon outnumber younger people in economies worldwide.

In his book The Super Age: Decoding Our Demographic Destiny, he explores how these changing demographics will affect government and business, touching all of our lives. He warns us that our failure to prepare for an aging world could lead to economic stagnation, more isolated populations, and accelerated decline. He also outlines how we can harness this generation's skills and talents to enrich everyone's lives for years to come.

In our conversation, we discuss why he believes the Super Age presents an extraordinary challenge and opportunity for our world–and how this impacts our notion of "retirement."

We discuss how the Super Age will change our world for at least the next 25 years, the links between aging and inflation, and the private-sector innovation and public-sector adjustments that will define this transition for so many of us in the years to come.

In this podcast interview, you'll learn:

How Super Age nations are guaranteed to create massive socioeconomic change all over the world.
Why our definition of retirement is currently changing in real-time.
What makes someone a Super Ager–and how these traits keep older people healthier, more active, and better-connected.
How changes to our economy are creating communities that look more like the families of the early 20th century.
What Bradley expects to see happen to Medicare and Social Security to address these demographic changes.
The factors that define our longevity–and what people are looking for as they seek out stability in this highly disruptive period.

Show Notes: Howardbailey.com/331

Rate & Review the Podcast: RetireWithPurpose.com/review

330: Build a Better Retirement: 4 Big Barriers and How to Solve Them Nov 25, 2022

Show notes

This week's retirement reading is from Kiplinger titled, 4 Barriers to Break Down for a Successful Retirement. 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/330.

Show Notes: Howardbailey.com/330

Rate & Review the Podcast: RetireWithPurpose.com/review

329: Money and Happiness: 2 Needs Can Help You Calculate Your "Enough" Nov 18, 2022

Show notes

This week's retirement reading is from Darius Foroux titled, You Have "Enough" Money When You Can Afford 2 Needs. 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/329.

Show Notes: Howardbailey.com/329

Rate & Review the Podcast: RetireWithPurpose.com/review

328: Fixed Indexed Annuities Are Back. Here's What You Should Know. Nov 11, 2022

Show notes

This week's retirement reading is from the Think Advisor blog titled, Why Fixed Indexed Annuities Are Back. 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/328.

Show Notes: Howardbailey.com/328

Rate & Review the Podcast: RetireWithPurpose.com/review

327: The Pursuit of the Perfect Portfolio with Steve Foerster Nov 07, 2022

Show notes

My guest today is Steve Foerster. Steve is a Professor of Finance at Ivey Business School and holds a Ph.D. from the Wharton School and a CFA designation. He's won numerous teaching and research awards, including the William F. Sharpe Award, written textbooks, and is a former director and chair of the investment committee of Western's alumni endowment fund.

On top of all of that, he's published over 50 articles in journals such as the Journal of Financial Economics, the Journal of Finance, and the Financial Analysts Journal. His list of accomplishments are incredible, and I'm thrilled to have him on the show today to dig into his wisdom.

In his latest book, In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest, Steve and coauthor Andrew Lo tell the story of modern investing by profiling and interviewing some of the most prominent figures in the world of finance, including six Nobel Laureates and an innovator in the world of mutual funds. Through this work, he allows us to explore what the perfect portfolio might be–and shares fascinating information about how we invest today.

In our conversation, Steve and I discussed how he chose the 10 innovative investors who became the focus of his new book, how to take distinct investing approaches, and create a "super portfolio." We'll also dig into what goes wrong in so many conversations between investors of all ages and their financial advisors and much more.

GET A FREE COPY OF STEVE'S BOOK, IN PURSUIT OF THE PERFECT PORTFOLIO: THE STORIES, VOICES, AND KEY INSIGHTS OF THE PIONEERS WHO SHAPED THE WAY WE INVEST.

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!

Show Notes: Howardbailey.com/327

Rate & Review the Podcast: RetireWithPurpose.com/review

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