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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:

126: 10 Conversations Advisors Should be Having with Their Clients Right Now - Weekend Reading Apr 17, 2020

Show notes

This week's retirement reading is from Financial Planning, titled 10 Conversations Advisors Should be Having with Their Clients Right Now. 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/126

Show Notes: Howardbailey.com/126

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

125: The End of Retirement with Political Economist, John Tamny Apr 13, 2020

Show notes

Today's guest is John Tamny. John is a political economist, the editor of RealClearMarkets, the Vice President of FreedomWorks, and a frequent contributor to Forbes among a number of other publications.

His most recent book is The End of Work: Why Your Passion Can Become Your Job, where he explores why prosperity and innovation aren't ending American jobs, but making them better. He brings a unique perspective not just to this moment in history, but to the concepts of work and retirement - and how we can use them to make the most of our lives while making the world a better place.

John joins today's podcast for a more philosophical conversation about why he's exhilarated, devastated, and saddened by this moment in history. We explore the history and nature of intervention, innovation, and entrepreneurship in America, what recessions really mean and how to think about them, and how all of this impacts not just your retirement, but the very idea of retirement altogether.

In this podcast interview, you'll learn:

Why John doesn't believe that government intervention is a good solution to the Coronavirus crisis.
The lessons John takes from the rarely discussed major economic crash and recovery of 1920-21, why recessions should be seen as cures instead of problems, and the reasons he would have advocated against bailing out banks and auto manufacturers in 2008.
The reasons the massive government debt associated with the new stimulus package isn't actually a problem - and why John would always prefer deficit spending over a balanced budget.
How LeBron James is a living reminder that retirement is becoming a dated concept.
Why China innovates despite substantial government intervention.
The reason John supports a return to stable money, even if it's not gold - and why he thinks this will happen.

Show Notes: Howardbailey.com/125

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

124: What You Need To Do If You Lose Your Job - Weekend Reading Apr 10, 2020

Show notes

This week's retirement reading is from Forbes, titled What You Need To Do If You Lose Your Job? 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/124

Show Notes: Howardbailey.com/124

Rate & Review the Podcast: RetireWithPurpose.com/review

123: How a Professor of Finance Designed His Own Retirement Apr 06, 2020

Show notes

Today's guest is David Littell. David is the Joseph E. Boettner Chair in Research at the American College of Financial Services, where he teaches and develops courses and textbooks. In fact, he's the co-creator of the Retirement Income Certified Professional (RICP) designation and coordinates its course curriculum!

His work has helped countless financial advisors, including myself, better plan for retirement needs and understand how to work with older clients.

However, for today's conversation, I'm catching David at a truly interesting time in his life: his own transition into retirement. He joins the podcast to talk about why he decided to do it at the age of 66, how he continues to bring value to his community as he builds a bridge to retirement, and the many decisions - financial and otherwise - that come along the way.

Show Notes: Howardbailey.com/123

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

122: Coronavirus Relief Bill Relaxes Rules on Retirement Savings - Weekend Reading Apr 03, 2020

Show notes

This week's retirement reading is from CNBC, titled Coronavirus Relief Bill Relaxes Rules on Retirement Savings. 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/122

Show Notes: Howardbailey.com/122

Rate & Review the Podcast: RetireWithPurpose.com/review

121: The Safety First Approach to Retirement Income with Wade Pfau Mar 30, 2020

Show notes

Today's guest is Wade Pfau, the Retirement Researcher. He's the author of The Retirement Researcher's Guide Series, a collection of books in which he's explored investment-based strategies, ways to use reverse mortgages to secure your retirement, and much more.

Wade has dedicated his career to helping retirees answer tough questions, understand their options, and build financial plans that will truly serve them.

In his new book, Safety-First Retirement Planning, he provides highly insightful, valuable information for anyone considering making annuities a part of their retirement portfolio.

Today, Wade returns to the podcast for a deep dive into this topic. You'll learn how you can utilize the many financial products available to reduce your risk, the different approaches you can take as you create your retirement plan, and the intentional strategies that will help you live the life you spent your career aspiring toward.

Show Notes: Howardbailey.com/121

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

120: What Goes Down Must Come Up? Not With Stock Market - Weekend Reading Mar 27, 2020

Show notes

This week's retirement reading is from Investor's Business Daily, titled What Goes Down Must Come Up? Not With Stock Market. 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/120

Show Notes: Howardbailey.com/120

Rate & Review the Podcast: RetireWithPurpose.com/review

119: Postmortem Tax Planning For IRA Distributions After The SECURE Act - Weekend Reading Mar 20, 2020

Show notes

This week's retirement reading is from Financial Advisor Magazine, titled Postmortem Tax Planning For IRA Distributions After The SECURE Act. 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/119

Show Notes: Howardbailey.com/119

Rate & Review the Podcast: RetireWithPurpose.com/review

118: Bonus: Bear Market Strategies and the Coronavirus Mar 18, 2020

Show notes

Today's bonus episode is about coronavirus, market volatility, and bear market strategies. Listen in as Casey Weade explains what you should be thinking about when it comes to your money, especially during uncertain times. Today's episode can also be accessed by visiting Howardbailey.com/118

Show Notes: Howardbailey.com/118

Rate & Review the Podcast: RetireWithPurpose.com/review

117: Coronavirus and Your Retirement with Daniel Crosby Mar 16, 2020

Show notes

Today's guest is Daniel Crosby. Daniel is the Chief Behavioral Officer at Brinker Capital, where he helps organizations better understand the intersection between minds and markets. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

Daniel gets not just how markets work, but why people make decisions - both good and bad - as they invest and build financial plans.

In his book, The Behavioral Investor, he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior.

All of these things make Daniel uniquely qualified to speak on today's topic: COVID-19, also known as the coronavirus. With the markets down and fear and panic in the streets, Daniel lends his unique expertise to the financial challenges of this moment. We discuss the psychology of behavioral investing, why so many people make bad decisions during a downturn, and why we always act like we've never seen anything like this before - and what you should be doing with your money to best stay on track to live the retirement you want.

Show Notes: Howardbailey.com/117

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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