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.

Latest Episodes:

216: Making Smarter Financial Decisions with Annie Duke Jun 07, 2021

Show notes

Today, I'm speaking with Annie Duke. Annie is an author, speaker, and decision strategist. She is also known as the Duchess of Poker, and won a World Series of Poker gold bracelet in 2004 and was the leading money winner among women in WSOP history when she retired from the game in 2012.

She's written a number of books on poker strategy and decision making, as well as an autobiography. In her newest book, Thinking in Bets: Making Smarter Decisions When You Don't Have All The Facts, she uses examples from sports, politics, business, and poker to help people understand how to make better decisions and embrace uncertainty–and make sense of the disconnect between outcomes and decisions.

Today, Annie joins the podcast to talk about her astounding career in professional poker, and how it translates to making decisions in real life. We'll also talk about the reasons why good decisions don't always lead to good outcomes (and vice-versa), and how this can apply to your portfolio at any stage of life.

GET A FREE COPY OF ANNIE'S BOOK, HOW TO DECIDE: SIMPLE TOOLS FOR MAKING BETTER DECISIONS.

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/216

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

215: Can You Retire with a Nest Egg That's Too Big? Jun 04, 2021

Show notes

This week's retirement reading is from Kiplinger, titled Can You Retire with a Nest Egg That's Too Big? 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/215.

Show Notes: Howardbailey.com/215

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

214: The Dimensions of Wealth: Influencing Your Financial Path May 28, 2021

Show notes

This week's retirement reading is from Kiplinger, titled The Dimensions of Wealth: Influencing Your Financial Path. 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/214.

Show Notes: Howardbailey.com/214

Rate & Review the Podcast: RetireWithPurpose.com/review

213: Managing Your Money with Financial Therapist Dave Jetson May 24, 2021

Show notes

Dave Jetson is the founder of Jetson Counseling and has over ten years of experience as a professional mental health counselor. Working with his wife, Liz Thorn, they offer a wide array of counseling services, including financial counseling and financial therapy.

Dave has also developed a "Financial Recovery Program" where he helps others address any number of financial issues. He is on a mission to help his patients on the path to financial recovery as they tackle complex thoughts and feelings regarding money and the issues it creates.

In today's conversation, Dave and I get into what it means to be a financial therapist, the links between emotions and beliefs around money that aren't discussed nearly enough, and how to tell if financial therapy might be right for you.

GET A FREE COPY OF DAVE'S BOOK, SETTING TRUE BOUNDARIES: HOW TO CREATE RESPECT, SAFETY AND FREEDOM IN RELATIONSHIPS!

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/213

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

212: Sleeping with Cash May 21, 2021

Show notes

This week's retirement reading is from Humble Dollar, titled Sleeping with Cash. 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/212.

Show Notes: Howardbailey.com/212

Rate & Review the Podcast: RetireWithPurpose.com/review

211: Could SECURE Act 2.0 Fix The Retirement Crisis? May 14, 2021

Show notes

This week's retirement reading is from Forbes, titled Could SECURE Act 2.0 Fix The Retirement Crisis?. 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/211.

Show Notes: Howardbailey.com/211

Rate & Review the Podcast: RetireWithPurpose.com/review

210: The Science Behind Financial Decisions with Dan Egan May 10, 2021

Show notes

Today, I'm speaking with Dan Egan. He's the Director of Behavioral Science and Investing at Betterment, where he integrates behavioral finance and passive investment management to help customers achieve their goals. The Betterment platform is designed to help make good behavior automatic and bad behavior difficult, and it's helped his customers avoid reduced returns as a consequence of bad trading.

Using his background in Decision Science from the London School of Economics and deep knowledge of programming and statistics, he uses his work to explore the psychology of design, money, investing, spending, and randomness.

Dan was introduced to me by Brian Portnoy, one of my previous guests, and I'm excited to have a chance to speak to another expert in this unique field. Today, we talk about what behavioral finance is (and why it matters), why it's human nature to make bad financial decisions, and who benefits the most from working with Robo-advisors as they grow their portfolios at any age.

Show Notes: Howardbailey.com/210

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

209: When Should You Retire? May 07, 2021

Show notes

This week's retirement reading is from Forbes, titled When Should You Retire?. 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/209.

Show Notes: Howardbailey.com/209

Rate & Review the Podcast: RetireWithPurpose.com/review

208: You Need A Little W.H.A.A.M. In Your Retirement Planning Apr 30, 2021

Show notes

This week's retirement reading is from Forbes, titled You Need A Little W.H.A.A.M. In Your Retirement Planning. 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/208.

Show Notes: Howardbailey.com/208

Rate & Review the Podcast: RetireWithPurpose.com/review

207: Keys to Finding a Great Retirement Coach with Joanne Waldman Apr 26, 2021

Show notes

Today I'm speaking with Joanne Waldman. At New Perspective Coaching, Joanne provides career, retirement, and life coaching for successful professionals, entrepreneurs, executives, and coaches who want to do and be more. She is the author of Out of The Box Retirement: Creative Ideas, Role Models, and New Possibilities, and for over 20 years, she's been helping her clients clarify their values, discover their passions, find their life's purpose, and get clear about their goals.

At Retirement Options, she also trains non-financial retirement coaches to help their clients figure out what they want to do and if they want to retire. Using two powerful assessments, she helps advisors lay the foundation to help people determine exactly what they need to do if and when they're ready to have a successful retirement.

In today's conversation, Joanne explains to me how she's been operating a virtual business since 1989, exactly what she does to help make her clients' dreams come true, the differences between counseling and coaching, and her mission to make sure that people get everything they want out of life.

GET A FREE COPY OF JOANNE'S BOOK, OUT OF THE BOX RETIREMENT: CREATIVE IDEAS, ROLE MODELS, AND NEW POSSIBILITIES

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!

Joanne has also offered a 20% discount on both of her assessments - the Retirement Success and Life Options profiles. Again, leave an honest review of the podcast on iTunes and shoot us an email at info@howardbailey.com with your iTunes username and a copy of your review, and we'll make sure you receive the discount along with access to the assessments.

Show Notes: Howardbailey.com/207

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Our TOPPODCAST Picks

Follow Us

Stay Connected

Retire With Purpose – The Retirement Podcast

Related Podcasts

Links

Stay Connected