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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:

246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber Oct 25, 2021

Show notes

Today, I'm talking to Dick (Richard) Weber. Dick is the founder of The Ethical Edge, a fee-for-service consultancy with a unique focus on life insurance. His company provides clients with a wide array of services, including life insurance policy management with both a technical and due diligence perspective on legal cases pertaining to life insurance.

Before launching his own company, Dick spent 25 years in life insurance sales. He has won the Kenneth Black, Jr. Leadership Award from the Society of Financial Service Professionals, was elected to the NAEPC Estate Planning Hall of Fame, and created several computer-based tools that have revolutionized how advisors and their clients view and select life insurance products.

In our conversation, Dick and I discuss his book, Thriving Beyond Midlife. We'll also dive into several critical aspects of retirement that have very little to do with finance, and how the life insurance industry has changed over the last 50 years.

Show Notes: Howardbailey.com/246

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say Oct 22, 2021

Show notes

This week's retirement reading is from FA Mag titled, For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say . 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/245.

Show Notes: Howardbailey.com/245

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

244: What You Need To Know About The Confusing Roth IRA Five-Year Rule Oct 15, 2021

Show notes

This week's retirement reading is from Forbes titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . 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/244.

Show Notes: Howardbailey.com/244

Rate & Review the Podcast: RetireWithPurpose.com/review

243: Rewiring to Retire with Dr. Gillian Leithman Oct 11, 2021

Show notes

Dr. Gillian Leithman, PhD is an adjunct professor at the John Molson School of Business, as well as a researcher and expert uniquely focused on helping employees as they transition from the working world into retirement.

She's facilitated programs for a wide variety of businesses and organizations, including Bell Canada, TD Canada Trust, Telus, Business Development Canada, SAP, Moody's, and the RCMP–just to name a few. And her work has been featured in Forbes, the Montreal Gazette, Reader's Digest, the National Post and many more.

She's extensively studied how workforces age and transition into retirement, and has an incredible amount of first hand knowledge from her many interviews with pre-retirees and retirees. On top of all of this, she's also the co-creator of the Certified Professional Retirement Coach designation, which allows students to become certified retirement coaches.

In our conversation, Gillian and I talk about why she became so interested in retirement at such an early age in her own life, how our quest for work/life balance can create real problems once we retire, and the big takeaways from her workbook, Rewire to Retire: Five Crucial Questions You Must Ask Yourself Before You Retire That Have Nothing To Do With Money.

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 provide a copy for free. It's that simple!

Show Notes: Howardbailey.com/243

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

242: Financial Conversation Starters for Couples Oct 08, 2021

Show notes

This week's retirement reading is from Kiplinger titled Financial Conversation Starters for Couples. 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/242.

Show Notes: Howardbailey.com/242

Rate & Review the Podcast: RetireWithPurpose.com/review

241: Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies Oct 01, 2021

Show notes

This week's retirement reading is from Advisor Perspectives, titled Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies. 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/241.

Show Notes: Howardbailey.com/241

Rate & Review the Podcast: RetireWithPurpose.com/review

240: A Forecast of the Economy and Social Security with Larry Kotlikoff Sep 27, 2021

Show notes

Today I'm speaking to Laurence (Larry) Kotlikoff. Larry is a professor of economics at Boston University, a New York Times best-selling author, and the president of Economic Security Planning, where he works to produce powerful personal financial planning tools.

For much of his career, including two Presidential runs in 2012 and 2016, he's been uniquely focused on personal finance and economic reform. He believes that we have the power to improve our individual economic futures, as well as our nation and our planet's–but that there are real challenges along the way.

In today's conversation, Larry and I dig into the major problems facing the American economy in 2021, why higher taxes are all but inevitable (and why our government fails to tax so many people correctly), and how to evaluate Social Security to make the most of your potential benefits.

One more thing before we get started. We've got a bunch of copies of Larry's book, Get What's Yours: The Secrets to Maxing Out Your Social Security, and we're going to send them out until they're all gone!

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/240

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

239: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs Sep 24, 2021

Show notes

This week's retirement reading is Kiplinger, titled 3 Ways Early Retirees Can Minimize Their Health Insurance Costs. 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/239.

Show Notes: Howardbailey.com/239

Rate & Review the Podcast: RetireWithPurpose.com/review

238: What The New Outlook For Social Security Means For You Sep 17, 2021

Show notes

This week's retirement reading is Forbes, titled What The New Outlook For Social Security Means For You. 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/238.

Show Notes: Howardbailey.com/238

Rate & Review the Podcast: RetireWithPurpose.com/review

237: Shifting Gears and Rethinking the Boundaries of Retirement with Richard Haiduck Sep 13, 2021

Show notes

Today, I'm speaking with Richard Haiduck. Richard is a real-life retiree not just living out their dream, but helping so many others elevate their experience in retirement. He's challenged the boundaries of his own retirement, using the freedom of the blank slate to prioritize what matters most to him.

In his book, Shifting Gears, he speaks to 50 Baby Boomers about their journeys into the world of retirement. If there's one thing he's learned, it's that retirees have an unbelievable amount of freedom and a wide range of choices, whether that means summiting Mount Kilimanjaro at the age of 70 after two hip surgeries or simply volunteering and reading books.

In today's conversation, Richard and I talk about the artificial boundaries of retirement, how he found the people and stories he decided to include in his book, creating amazing family businesses, and the beauty of being able to walk away from what doesn't serve you.

GET A FREE COPY OF RICHARD'S BOOK, SHIFTING GEARS.

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/237

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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