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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:

156: These Boomers Just Made Massive Retirement Mistakes — Don't Be One of Them Sep 04, 2020

Show notes

This week's retirement reading is from Market Watch, titled These Boomers Just Made Massive Retirement Mistakes — Don't Be One of Them. 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/156

Show Notes: Howardbailey.com/156

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

155: The Geometry of Wealth with Brian Portnoy Aug 31, 2020

Show notes

Brian Portnoy, Ph.D., CFA is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, executive coaches, and corporate wellness directors. He works to simplify the complex world of money, which he sees as an emotional lightning rod and one of our most nebulous social institutions.

He's also the author of The Geometry of Wealth, where he explores how money figures into a happy life. He shares a new perspective when it comes to achieving what he calls true wealth and proposes a unique way to help people bring purpose and practice into alignment.

Today, Brian joins the podcast to talk about his work. We unpack the emotions that come up when we talk about money, why our finances and our search for meaning and fulfillment go hand in hand, and how we can rescript the narratives around retirement to feel happier at every stage of life.

Show Notes: Howardbailey.com/155

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

154: How To Build Social Security's Insecurity Into Your Retirement Plan Aug 28, 2020

Show notes

This week's retirement reading is from Forbes, titled How To Build Social Security's Insecurity Into Your Retirement 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/154

Show Notes: Howardbailey.com/154

Rate & Review the Podcast: RetireWithPurpose.com/review

153: Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story Aug 21, 2020

Show notes

This week's retirement reading is from Forbes, titled Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story. 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/153

Show Notes: Howardbailey.com/153

Rate & Review the Podcast: RetireWithPurpose.com/review

152: Retire Inspired with Chris Hogan Aug 17, 2020

Show notes

Chris Hogan is a best-selling author, personal finance expert, and a leading voice on retirement, investing, and wealth. As part of the team at Ramsey Solutions, he helps people at all levels, including very high net worth individuals, set meaningful goals and navigate their financial futures.

Chris has spoken to many people who think that Social Security will have them covered in retirement. He's on a mission to help them work through this misconception, conquer their fears, and live purposeful, impactful lives.

Today, Chris joins the podcast to share the lessons he's learned from working with Dave Ramsey and the happiest (and unhappiest) retirees over the last 15 years, how to define a retirement that works on your terms, and how to find the right person to help connect the puzzle pieces and bring it all together.

Show Notes: Howardbailey.com/152

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

151: Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions Aug 14, 2020

Show notes

This week's retirement reading is from Kitces, titled Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions. 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/151

Show Notes: Howardbailey.com/151

Rate & Review the Podcast: RetireWithPurpose.com/review

150: Is 55 Too Early To Retire? What You Need To Retire Early Aug 07, 2020

Show notes

This week's retirement reading is from Forbes, titled Is 55 Too Early To Retire? What You Need To Retire Early. 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/150

Show Notes: Howardbailey.com/150

Rate & Review the Podcast: RetireWithPurpose.com/review

149: Financial Life Planning with Carolyn McClanahan Aug 03, 2020

Show notes

When physician Carolyn McClanahan tried to find a financial planner several decades ago, she only encountered investment managers and glorified salespeople. However, these experiences led her to fall in love with financial planning.

She's now the Director of Financial Planning at Life Planning Partners in Jacksonville, Florida. She has been quoted in numerous publications, including The Wall Street Journal, Money, Kiplinger's, Smart Money, and has appeared on CNBC and NPR. In 2009 she was named a "Mover & Shaker" in the financial planning profession by Financial Planning.

Carolyn brings a unique perspective and approach to our industry, especially when it comes to retirement and the role it plays in living a happy, sustainable, and fulfilled life. Today, she joins the podcast to share the story of her unique journey into the world of financial services, why the best financial planners need to be able to talk about their clients' health, and how anyone can become a better use of our healthcare system.

Show Notes: Howardbailey.com/149

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

148: Try Summing Up Your Retirement Motto in Just 7 Letters Jul 31, 2020

Show notes

This week's retirement reading is from Market Watch, titled Try Summing Up Your Retirement Motto in Just 7 Letters. 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/148

Show Notes: Howardbailey.com/148

Rate & Review the Podcast: RetireWithPurpose.com/review

147: Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. - Weekend Reading Jul 24, 2020

Show notes

This week's retirement reading is from Barrons, titled Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/147

Show Notes: Howardbailey.com/147

Rate & Review the Podcast: RetireWithPurpose.com/review

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