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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:

206: Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings Apr 23, 2021

Show notes

This week's retirement reading is from Forbes, titled Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings. 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/206.

Show Notes: Howardbailey.com/206

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

205: How Much Should You Worry About Inflation in Retirement? Apr 16, 2021

Show notes

This week's retirement reading is from Morningstar, titled How Much Should You Worry About Inflation in 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/205.

Show Notes: Howardbailey.com/205

Rate & Review the Podcast: RetireWithPurpose.com/review

204: Building Your Marriage & Wealth Together with Elle Martinez Apr 12, 2021

Show notes

Elle Martinez is the creator and host of the award-winning site Couple Money, where she is focused on helping spouses come together with their finances. Each week she interviews financial experts and real-life couples who've achieved impressive financial goals like becoming debt free, starting a business, and retiring early. She's also contributed to a number of major media platforms, including Business Insider, TurboTax, Entrepreneur, and Lending Tree.

She expands upon this work in her book, Jumpstart Your Marriage & Your Money: A 4-Week Guide to Building Wealth Together. In it, she shares her plan to help couples stop worrying about money and start building wealth in a warm, humorous, and easy-to-understand voice.

Today, Elle joins the podcast to talk about the challenges couples face when it comes to money, and especially when they're transitioning into retirement. We talk about how couples can have more effective conversations about their finances, how to deal with financial infidelity and sabotage, and how to work with a financial advisor to build a budget that both spouses will love.

GET A FREE COPY OF ELLE'S BOOK, JUMPSTART YOUR MARRIAGE & YOUR MONEY: A 4-WEEK GUIDE TO BUILDING WEALTH TOGETHER!

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/204

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

203: 5 Easy Ways to Protect Your Retirement Savings From Taxes Apr 09, 2021

Show notes

This week's retirement reading is from The Street, titled 5 Easy Ways to Protect Your Retirement Savings From Taxes. 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/203.

Show Notes: Howardbailey.com/203

Rate & Review the Podcast: RetireWithPurpose.com/review

202: Client Opportunities for Health Insurance Coverage Under the American Rescue Plan Apr 02, 2021

Show notes

This week's retirement reading is from Advisor Perspectives, titled Client Opportunities for Health Insurance Coverage Under the American Rescue Plan. 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/202.

Show Notes: Howardbailey.com/202

Rate & Review the Podcast: RetireWithPurpose.com/review

201: The Future of Phased Retirement with Anna Rappaport Mar 29, 2021

Show notes

Anna Rappaport has been researching, writing about, and responding to the changing demographics of our society for over 30 years. With a unique focus on the future of benefits and the implications of an aging workforce. She is widely recognized as an expert in the business, policy and retirement communities and is an award-winning actuary, futurist, executive and trailblazer.

For over 30 years, Anna Rappaport has been researching, writing about and shaping responses to the changing demographics of our society. Focusing on the future of benefits and implications of an aging workforce, she is widely recognized in the business, policy and retirement communities.

Anna's article Reboot, Retire, or Rewire caught my eye recently when it was featured by Michael Kitces. In it, she explores what the future of phased retirement looks like and the many different directions that people are moving in, and reminds us that having a balanced "life portfolio" is worthwhile and important.

Today, Anna joins the podcast to talk about why retirement can't be a permanent vacation, what the future of "traditional" retirement might look like, and what the last 16 years have been like for Anna, who has enjoyed a deeply satisfying phased retirement when she retired in 2004.

Show Notes: Howardbailey.com/201

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

200: Retirement: How Much Cash Should You Hold? Mar 26, 2021

Show notes

This week's retirement reading is from Seeking Alpha, titled Retirement: How Much Cash Should You Hold?. 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/200.

Show Notes: Howardbailey.com/200

Rate & Review the Podcast: RetireWithPurpose.com/review

199: How Much Income Will Your 401(k) Provide? Mar 19, 2021

Show notes

This week's retirement reading is from MarketWatch, titled How Much Income Will Your 401(k) Provide?. 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/199

Show Notes: Howardbailey.com/199

Rate & Review the Podcast: RetireWithPurpose.com/review

198: Navigating Career Transitions with Ken Coleman Mar 15, 2021

Show notes

Ken Coleman is America's Career Coach. He's the #1 bestselling author of The Proximity Principle and the host of The Ken Coleman Show, where he helps callers discover what they do best so they can do what they love and produce results that matter most. He delivers practical advice to help people discover the roles they were born to play and maps out plans to get them there.

He's also a member of the Ramsey Solutions team. I'm a big believer in the Ramsey philosophy, and I'm always amazed how much their coaches have to offer our audience.

In today's conversation, Ken shares his unique philosophy behind the value of work, the questions you can ask to define and find your passion, and why it's never too late to make a career transition - including in retirement.

Show Notes: Howardbailey.com/198

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

197: Will The Real Retirement Income Number Please Stand Up? Mar 12, 2021

Show notes

This week's retirement reading is from Morningstar, titled Will the Real Retirement Income Number Please Stand Up?. 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/197

Show Notes: Howardbailey.com/197

Rate & Review the Podcast: RetireWithPurpose.com/review

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