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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:

186: The No-Regrets Retirement Plan with Robert Laura Jan 18, 2021

Show notes

Robert Laura is a retirement speaker, baby boomer expert, author, entrepreneur, and money manager. As the Retirement Activist, he's committed to changing the way people think about and prepare for every aspect of retirement. Over the course of his career, he's learned that retirement is one of the most fascinating and least understood phases of life, and he's laser-focused on helping people create no-regrets retirement plans.

In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. He's also the founder of RetirementProject.org and Naked Retirement, and he frequently appears in the Wall Street Journal, CNBC, Investor's Business Daily, Yahoo Finance, The Street, and other publications.

Today, Robert joins the podcast to talk about what he calls the "retirement mirage," what makes retirement so stressful for so many people, and what it really means to have a no-regrets retirement plan.

Show Notes: Howardbailey.com/186

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

185: Estate Planning for 'Black Sheep' Beneficiaries Jan 15, 2021

Show notes

This week's retirement reading is from Kiplnger, titled Estate Planning for 'Black Sheep' Beneficiaries. 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/185

Show Notes: Howardbailey.com/185

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

184: Justin Donald Interviews Casey Weade: Create Your Job Optional Lifestyle Jan 11, 2021

Show notes

Today, the tables are turned, as my good friend Justin Donald interviews me on the Lifestyle Investor podcast. Justin is a family man, entrepreneur, speaker, and the author of The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom.

In this episode, we discuss the investing strategies and philosophies that have allowed both of us to design the life of our dreams. Join us as we talk all about money, goals, and what it takes to create a life of meaning and purpose.

Show Notes: Howardbailey.com/184

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

183: Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge Jan 08, 2021

Show notes

This week's retirement reading is from CNBC, titled Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge. 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/183

Show Notes: Howardbailey.com/183

Rate & Review the Podcast: RetireWithPurpose.com/review

182: Retirement and Real Estate with Jason Hartman Jan 04, 2021

Show notes

Jason Hartman is the founder of Platinum Properties Investment Network, Inc., where he helps people achieve their dreams of financial freedom by purchasing income property in prudent markets nationwide. Jason has been involved in several thousand real estate transactions and has personally owned income properties in 11 states and 17 cities.

Jason started his career in real estate at the age of 19, brokering properties for clients while building his own portfolio along the way. He became one of the top Realtors in the U.S., made millions, and earned a number of industry awards. He reaches hundreds of thousands of people worldwide with his Creating Wealth Podcast and is a sought-after speaker and educator.

Today, Jason returns to the podcast to help you understand the role real estate plays in retirement, the difference between "real estate" and property that reliably generates income, and how to use it as a highly efficient part of your portfolio.

Show Notes: Howardbailey.com/182

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

181: 6 Surprising Benefits of Not Retiring When Your Spouse Does Jan 01, 2021

Show notes

This week's retirement reading is from Money Talks News, titled 6 Surprising Benefits of Not Retiring When Your Spouse Does. 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/181

Show Notes: Howardbailey.com/181

Rate & Review the Podcast: RetireWithPurpose.com/review

180: Josh Brown & Friends Tell You What They Own in New Investing Book Dec 25, 2020

Show notes

This week's retirement reading is from CNBC, titled Josh Brown & Friends Tell You What They Own in New Investing Book. 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/180

Show Notes: Howardbailey.com/180

Rate & Review the Podcast: RetireWithPurpose.com/review

179: Refusing to Retire with Steve Parrish Dec 21, 2020

Show notes

Steve Parrish is an Adjunct Professor of Advanced Planning and the Co-Director of the New York Life Center for Retirement Income. He's also an Adjunct Professor at Drake University Law School, where he teaches estate planning.

Steve is an expert in estate and financial planning with a specialized focus in issues of business ownership. He's a regular contributor to Forbes and the Journal of Financial Service Professionals, and he has lent his expertise to outlets including InvestmentNews, MarketWatch, The Wall Street Journal Radio, HR Magazine, and the Journal of Financial Planning.

Today, Steve joins the podcast to talk about the ever-evolving retirement landscape, exit strategy planning for people who have no intention of retiring, even late in life, and the important questions every retiree should be asking their financial advisor.

Show Notes: Howardbailey.com/179

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

178: Sacrifice Throws Dec 18, 2020

Show notes

This week's retirement reading is from Dan Egan, titled Sacrifice Throws. 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/178

Show Notes: Howardbailey.com/178

Rate & Review the Podcast: RetireWithPurpose.com/review

177: The D.O.S. Conversation - Setting and Achieving Your Goals Dec 11, 2020

Show notes

In this week's weekend reading episode, Casey and Marshall discuss The D. O. S. Conversation - a methodology by Dan Sullivan of Strategic Coach. Listen in as they share how they use it to bring more value to their clients lives! Today's episode can also be accessed by visiting Howardbailey.com/177

Show Notes: Howardbailey.com/177

Rate & Review the Podcast: RetireWithPurpose.com/review

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