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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:

276: Planning For Life After Work, Previously Known As Retirement with Don Ezra Mar 14, 2022

Show notes

Today, I'm talking to Don Ezra. Don's illustrious career in the insurance and finance industries began in the 70's and his achievements are numerous. His 26-year career at Russell Investments culminated when he became its Co-Chair of Global Consulting. In 2010, Don "graduated" to a part-time schedule that gave him more freedom to pursue a wide variety of other interests. Since then, Don has also served on the Joint Investment Committee of Margaret A Cargill Philanthropies. He's been on the advisory board of the World Pension Summit and on the Scientific Advisory Board of Manifold Partners, LLC. He's also become an occasional contributor to the Financial Times, where he's the author of a column called The Art of Investing.

Don's passion is to teach others about personal financial planning, investing, and the economic and subjective aspects of happiness, especially as it pertains to life after full-time work–what some of us still call "retirement."

In his newest book, Life Two, he helps readers conquer their irrational fears, put themselves in the driver's seat, get an understanding of their financial situation, and take control of this extraordinary period of life.

In our conversation, Don and I talk about why your identity is not defined by what you get paid to do, the irrational fears so many people face as they transition into retirement, and how to find real, lasting happiness at every stage of life.

GET A FREE COPY OF DON'S BOOK, LIFE TWO: HOW TO GET TO AND ENJOY WHAT USED TO BE CALLED RETIREMENT

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple!

Show Notes: Howardbailey.com/276

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

275: Will the Optimists Triumph Yet Again? Mar 11, 2022

Show notes

This week's retirement reading is from Of Dollars and Data, titled, Will the Optimists Triumph Yet Again? 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/275.

Show Notes: Howardbailey.com/275

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

274: Does Active Investing Outperform Passive Investing? Mar 04, 2022

Show notes

In this week's retirement reading, as a follow-up to last week's episode, we'll be discussing another hot topic. Does active investing outperform passive investing? Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/274.

Show Notes: Howardbailey.com/274

Rate & Review the Podcast: RetireWithPurpose.com/review

273: Practical Advice for Adult Children of Aging Parents with Linda Fodrini-Johnson Feb 28, 2022

Show notes

Today, I'm talking to Linda Fodrini-Johnson. Linda has been a Geriatric Care Manager and Aging Life Care Expert for nearly 40 years. As a licensed marriage and family therapist and certified care manager, Linda works to help families avoid potholes and misinformation and find peace in the course of family caregiving.

In her book, The Empowered Caregiver, she provides adult children of aging parents with ideas, lists, scripts for touchy conversations, critical questions for doctors and lawyers, and other resources collected over the course of her career.

In our conversation, Linda and I discuss how her own struggles with aging parents and caregiving transformed her life and career, how to destress your life as your parents get older, and her valuable insights on how to deal with a parent that is suffering from Alzheimer's or dementia.

GET A FREE COPY OF LINDA'S BOOK, THE EMPOWERED CAREGIVER: PRACTICAL ADVICE AND EMOTIONAL SUPPORT FOR ADULT CHILDREN OF AGING PARENTS

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple!

Show Notes: Howardbailey.com/273

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

272: Is Life Insurance a Good Investment? Feb 25, 2022

Show notes

In this week's retirement reading, we discuss a hot topic that came to us from our first ever 1 star review on iTunes about whether or not life insurance is a good investment. Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/272.

Show Notes: Howardbailey.com/272

Rate & Review the Podcast: RetireWithPurpose.com/review

271: What is Comprehensive Financial Planning? Feb 18, 2022

Show notes

In this week's retirement reading, we will discuss what comprehensive financial planning really is to help you answer the following question: Are you getting the value that you should be receiving? Listen in as Casey Weade defines what comprehensive financial planning means to him and shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/271.

Show Notes: Howardbailey.com/271

Rate & Review the Podcast: RetireWithPurpose.com/review

270: Helping Physicians and High-Income Earners Take Control of Their Finances with Dr. Jim Dahle Feb 14, 2022

Show notes

Today, I'm talking to Dr. Jim Dahle. Jim is a practicing board-certified physician and the founder of The White Coat Investor, where he writes about finance and investing specifically for physicians and high-income earners. After learning that he couldn't trust the financial professionals in his life, Jim taught himself personal finance and investing, specifically with physicians and other high net worth individuals. He realized that no one was teaching doctors how to handle their money, and now he's sharing the knowledge and resources he wished existed when he was starting out.

As Jim sees it, high incomes and wealth are not the same things, and the numbers agree with him. According to a survey conducted in 2016, 1 out of every 9 physicians in their 60s has a net worth of under $500,000. And one in four under $1 million–despite having collected substantial paychecks for 30 years.

In this conversation, Jim and I discuss why his specific knowledge is in such high demand right now, the financial challenges that are unique to physicians, and how medical practitioners can either learn to manage their own finances or find a financial advisor to help them build wealth and fund a successful retirement.

GET A FREE COPY OF JIM'S BOOK, THE WHITE COAT INVESTOR: A DOCTOR'S GUIDE TO PERSONAL FINANCE AND INVESTING

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple!

Show Notes: Howardbailey.com/270

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

269: How Thinking About 'Future You' Can Build a Happier Life Feb 11, 2022

Show notes

This week's retirement reading is from BBC titled, How Thinking About 'Future You' Can Build a Happier Life. 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/269.

Show Notes: Howardbailey.com/269

Rate & Review the Podcast: RetireWithPurpose.com/review

268: Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets Feb 04, 2022

Show notes

This week's retirement reading is from Kitces titled, Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets. 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/268.

Show Notes: Howardbailey.com/268

Rate & Review the Podcast: RetireWithPurpose.com/review

267: How to Navigate Life Transitions and Master Change at Any Age with Bruce Feiler Jan 31, 2022

Show notes

Today, I'm talking to Bruce Feiler. Bruce is a bestselling author of 5 books, including The Council of Dads, which was the subject of a TED Talk and the inspiration for the NBC drama series of the same name.

He's also the author of the column titled, This Life in the Sunday New York Times and has presented two PBS miniseries, Walking the Bible and Sacred Journeys.

Bruce's newest book is called Life is in the Transitions: Mastering Change at Any Age, and it is packed with great insights and perspectives that I know our listeners will enjoy. As time goes on, I feel like I'm always going through some form of life transition, and I've definitely noticed that most of the families we work with are usually in the thick of a lifequake of their own.

Needless to say, I'm thrilled that Bruce was able to spend some time on the podcast to share what he learned as he crisscrossed the country and collected hundreds of stories from Americans far and wide.

In our conversation, Bruce and I dig into what a life transition really is, what he learned from asking hundreds of Americans to tell him the stories of their lives, and how the periods of upheaval and unrest we face can lead us to growth and renewal.

GET A FREE COPY OF BRUCE'S BOOK, LIFE IS IN THE TRANSITIONS: MASTERING CHANGE AT ANY AGE.

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.

Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple!

Show Notes: Howardbailey.com/267

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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