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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:

166: Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis Oct 23, 2020

Show notes

This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. 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/166

Show Notes: Howardbailey.com/166

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

165: The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities Oct 16, 2020

Show notes

This week's retirement reading is from Kitces, titled The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities. 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/165

Show Notes: Howardbailey.com/165

Rate & Review the Podcast: RetireWithPurpose.com/review

164: The Hidden Benefits of Life Insurance with Jim Bowman Oct 12, 2020

Show notes

Jim Bowman is the President of Life Operations at Advisors Excel, and someone I've known for many years. I've spoken to him for many hours about today's topic - life insurance - well before we ever decided to record this podcast and his deep knowledge on the topic has proven hugely valuable to countless advisors - myself included.

Life insurance isn't just about ensuring that your family has cash flow in the event that you pass away or sustain a career-ending injury. It can also be used as powerful investment, a source of tax-free income, a way to cover long-term care, and for cash management.

Today, Jim joins the podcast to discuss the major misconceptions surrounding life insurance, how to use life insurance as a protective policy and an investment tool over the course of your life and career, and the many different ways to put this asset class to work for you.

Show Notes: Howardbailey.com/164

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

163: Does Conflict-Free Advice Exist? Oct 09, 2020

Show notes

This week's retirement reading is from Partners Advantage, titled Does Conflict-Free Advice Exist? 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/163

Show Notes: Howardbailey.com/163

Rate & Review the Podcast: RetireWithPurpose.com/review

162: Retirement Tools That Are Misunderstood Yet Useful Oct 02, 2020

Show notes

This week's retirement reading is from Forbes, titled Retirement Tools That Are Misunderstood Yet Useful. 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/162

Show Notes: Howardbailey.com/162

Rate & Review the Podcast: RetireWithPurpose.com/review

161: Healing & Longevity through Functional Medicine with Sachin Patel Sep 28, 2020

Show notes

Sachin Patel is a functional medicine practice success coach, international speaker, and author. He believes that "The doctor is the future of the patient," and that healthcare practitioners have a responsibility to keep people out of the medical system when possible, empowering them through education, self-care, and a new mindset.

Sachin founded the Living Proof Institute when he couldn't find answers to his questions through conventional medicine. Exploring functional and lifestyle medicine dramatically changed his life, and he walked away from his formal training as a chiropractor to offer a different approach to patient care.

Today, Sachin joins the podcast to talk about the major problems he sees in the conventional healthcare system, how to integrate functional medicine into your healthcare practice, and why Sachin never wants to be retired in any conventional sense of the word.

Show Notes: Howardbailey.com/161

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

160: 8,000 Days - An Entire Phase of Your Life Waiting to be Invented Sep 25, 2020

Show notes

This week's retirement reading is from Investment News titled 8,000 Days - An Entire Phase of Your Life Waiting to be Invented. 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/160

Show Notes: Howardbailey.com/160

Rate & Review the Podcast: RetireWithPurpose.com/review

159: Do You Believe Fake News About Retirement? Sep 18, 2020

Show notes

This week's retirement reading is from Forbes, titled Do You Believe Fake News About 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/159

Show Notes: Howardbailey.com/159

Rate & Review the Podcast: RetireWithPurpose.com/review

158: Women and Investing with Meredith Jones Sep 14, 2020

Show notes

Today's guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She's also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too), which looks at behavioral and biological investment research to explore how women think about investing, and why women may have a money management edge!

Over the past 17 years, Meredith has presented her original research and insights to industry participants around the world, and she is a frequent speaker on the international conference circuit. You may have seen her findings published in major media outlets including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, and the Journal of Investing, to name a few.

Show Notes: Howardbailey.com/158

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

157: Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account's Primary Beneficiary Sep 11, 2020

Show notes

This week's retirement reading is from Kitces, titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account's Primary Beneficiary. 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/157

Show Notes: Howardbailey.com/157

Rate & Review the Podcast: RetireWithPurpose.com/review