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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:

226: Kitces: The Big Problem With 'Risk Tolerance' Jul 23, 2021

Show notes

This week's retirement reading is from Think Advisor, titled Kitces: The Big Problem With 'Risk Tolerance'. 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/226.

Show Notes: Howardbailey.com/226

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

225: How to Create Tax-Free Income for Life with David McKnight Jul 19, 2021

Show notes

David McKnight is on a mission to protect your retirement savings from the impact of rising taxes. With over two decades of experience, David has helped put thousands of Americans on the road to the zero percent tax bracket.

He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor's Business Daily, Kiplinger's, MarketWatch and numerous other national publications. On top of all that, his bestselling book, The Power of Zero, was recently made into a full-length documentary film.

In his new book, Tax-Free Income for Life, he provides his readers with a blueprint for a guaranteed, tax-free income stream built to last for the long run. He outlines how to create a proactive asset-shifting strategy to shield taxpayers from risk in order to maximize returns.

David's previous appearance on this podcast was our most-downloaded episode, and I am thrilled to have him return for an encore. In this conversation, we discuss the tax plan we can expect to see from the Biden administration, what you can do now to insulate yourself from the impact of higher taxes down the road, and why income–not the size of your assets–matters the most in retirement.

GET A FREE COPY OF DAVID'S BOOK, TAX-FREE INCOME FOR 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.) 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/225

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

224: The Mysterious Order of Asset Withdrawal Jul 16, 2021

Show notes

This week's retirement reading is from The Street, titled The Mysterious Order of Asset Withdrawal. 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/224.

Show Notes: Howardbailey.com/224

Rate & Review the Podcast: RetireWithPurpose.com/review

223: Deconstructing The Complexities Of Decumulation Jul 09, 2021

Show notes

This week's retirement reading is from FA Mag, titled Deconstructing The Complexities Of Decumulation. 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/223.

Show Notes: Howardbailey.com/223

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

222: Living Your Best Retirement with George Schofield Jul 05, 2021

Show notes

George Schofield is a professional advisor, navigator, connector, and author. His individual and business leader clients are people working to move beyond habits, patterns, and not knowing what they don't know. He helps them become transformative thinkers, create adaptable plans, ask better questions, adopt great tools, and get unbiased feedback.

In his previous appearance on the podcast, we extensively discussed his last book, How Do I Get There from Here?: Planning for Retirement When The Old Rules No Longer Apply. We talked about how to set more meaningful goals when it comes to retirement, but I still felt like I wanted to go deeper.

That's why I'm having George back on the podcast for another discussion. Today, we're talking about how COVID has changed the nature of goals, and the big questions you should be asking to better understand what you want from life, both in and out of retirement.

GET A FREE COPY OF GEORGE'S BOOK, HOW DO I GET THERE FROM HERE?: PLANNING FOR RETIREMENT WHEN THE OLD RULES NO LONGER APPLY

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/222

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

221 - How to Prepare for a Retroactive Capital Gains Tax Hike Jul 02, 2021

Show notes

This week's retirement reading is from Think Advisor, titled How to Prepare for a Retroactive Capital Gains Tax Hike. 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/221.

Show Notes: Howardbailey.com/221

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

220: Getting the Goalpost to Stop Moving Jun 25, 2021

Show notes

This week's retirement reading is from Collaborative Fund, titled Getting the Goalpost to Stop Moving. 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/220.

Show Notes: Howardbailey.com/220

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

219: Mending Relationships and Aging Gracefully in Retirement with Karl Pillemer Jun 21, 2021

Show notes

Karl Pillemer is a leading family sociologist and expert researcher when it comes to aging. He's a Professor of Human Development at Cornell University, as well as a Professor of Gerontology in Medicine at Weill Cornell Medical College.

Over the course of his career, he's focused on how family relationships change over the course of people's lives, working with both families and the professionals who work with them in his research.

In his book, Fault Lines: Fractured Families and How to Mend Them, he explores the issue of family estrangement. He shares what he learned over the course of hundreds of interviews with estranged and reconciled families to get at the heart of this silent epidemic, to better understand what breaks families apart, and how to heal.

Today, Karl joins the podcast to talk about his fascinating work in the nascent field of gerontology, why so many people struggle to find fulfillment or purpose in retirement, and what we all can learn from his conversations with people from all walks of life who have had long, satisfying relationships for decades.

GET A FREE COPY OF KARL'S BOOK, FAULT LINES: FRACTURED FAMILIES AND HOW TO MEND THEM.

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/219

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

218: Quantifying the Risk-Return Tradeoffs of Investing Jun 18, 2021

Show notes

This week's retirement reading is from The Street, titled Quantifying the Risk-Return Tradeoffs of Investing. 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/218.

Show Notes: Howardbailey.com/218

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

217: If Inflation Is Coming, Here Is What to Do About It Jun 11, 2021

Show notes

This week's retirement reading is from The Wall Street Journal, titled If Inflation Is Coming, Here Is What to Do About It. 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/217.

Show Notes: Howardbailey.com/217

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

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