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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:

136: Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members Jun 05, 2020

Show notes

This week's retirement reading is from Kitces, titled Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members. 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/136

Show Notes: Howardbailey.com/136

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

135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading May 29, 2020

Show notes

This week's retirement reading is from Forbes, titled 4 Reasons Your Taxes In Retirement May Be Lower Than You Think. 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/135

Show Notes: Howardbailey.com/135

Rate & Review the Podcast: RetireWithPurpose.com/review

134: Rediscover Your Childlike Wonder with John O'Leary May 25, 2020

Show notes

Today's guest is John O'Leary. John is an inspirational speaker, blogger, and podcaster, as well as the author of On Fire, a national bestseller. At the age of nine, John survived a fire that burned 100% of his body and left him with a one-percent chance to live. He fought extraordinary odds, won, and now lives his life driven to help others live more inspired lives.

In his new book, In Awe: Rediscover Your Childlike Wonder to Unleash Inspiration, Meaning, and Joy, he invites us to return to the joy of navigating life like a child by reconnecting with the five senses children innately possess.

I first saw John speak in 2019. He gave one of the most impactful, inspirational, and meaningful presentations I've ever seen, and I've been looking forward to having him on the podcast ever since.

Today, he joins me for a conversation about why his childhood experience is one of triumph and not tragedy — and what we can all do right now to shift our mindset, embrace positivity, and stay open-minded as we age.

Show Notes: Howardbailey.com/134

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

133: Your Financial Advisor May Not Actually Be An 'Advisor' May 22, 2020

Show notes

This week's retirement reading is from CNBC, titled Your Financial Advisor May Not Actually Be An 'Advisor'. 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/133

Show Notes: Howardbailey.com/133

Rate & Review the Podcast: RetireWithPurpose.com/review

132: Is Buying An Annuity In A Bear Market A Good Idea? May 15, 2020

Show notes

This week's retirement reading is from Forbes, titled Is Buying An Annuity In A Bear Market A Good Idea? 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/132

Show Notes: Howardbailey.com/132

Rate & Review the Podcast: RetireWithPurpose.com/review

131: Your Mental Wealth with Dr. Brad Klontz May 11, 2020

Show notes

Today's guest is Dr. Brad Klontz. Brad is a clinical psychologist turned financial planner. He's the Founder of the Financial Psychology Institute® and an Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business. He's also a Managing Principal of Your Mental Wealth® Advisors, a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association, and the co-author and editor of five books on the psychology of money.

After attempting to eliminate his student debt by investing in the stock market and losing big, Brad did a deep dive into his family history, the mental health of financial planners. He discovered that this aspect of mental health had long gone unaddressed, and has dedicated his career to the concept of what he calls Mental Wealth ever since.

Brad joins today's podcast not just to share his story, but to help you better understand how your beliefs around money influence your financial behaviors, net worth, credit card debt, and more - and how to reassess and rethink what might not be serving you well, especially at this tumultuous time in our financial history.

Show Notes: Howardbailey.com/131

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

130: Retirement Or A 'Third Act': What Will You Choose? - Weekend Reading May 08, 2020

Show notes

This week's retirement reading is from Forbes, titled Retirement Or A 'Third Act': What Will You Choose? 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/130

Show Notes: Howardbailey.com/130

Rate & Review the Podcast: RetireWithPurpose.com/review

129: The Missing Ingredient in Most Retirement Plans - Weekend Reading May 01, 2020

Show notes

This week's retirement reading is from The Street, titled The Missing Ingredient in Most Retirement Plans. 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/129

Show Notes: Howardbailey.com/129

Rate & Review the Podcast: RetireWithPurpose.com/review

128: The Future of Real Estate Investing with Jason Hartman Apr 27, 2020

Show notes

Today's guest is Jason Hartman. Since purchasing his first rental property when he was 20 years old, Jason has been involved in thousands of transactions and owned income properties in 17 cities across 11 states. He's the creator of Jason's Complete Solution for Real Estate Investors, a comprehensive system that gives real estate investors the education, research, resources, and technology to deal with their income property needs.

Jason's system has evolved over time, and it's once again changing - as much of our society is - as we face the challenges and major cultural shifts brought about by the COVID-19 novel coronavirus. He sees major changes coming in the world of real estate, and a profound need for investors at all stages of life, but especially retirees, to reposition their portfolios and their thinking.

Today, Jason joins the podcast to discuss the sweeping generational change that will come as the pandemic blows over, why it's so hard to predict the future (or time the market) in the short-term, and his core strategy for successful real estate investing in good times and bad.

Show Notes: Howardbailey.com/128

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

127: Is Now a Good Time to Invest? - Weekend Reading Apr 24, 2020

Show notes

This week's retirement reading is from Kiplinger, titled Is Now A Good Time To Invest? 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/127

Show Notes: Howardbailey.com/127

Rate & Review the Podcast: RetireWithPurpose.com/review

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