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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:

116: Annuity Age Restrictions: Too Old or Too Young? - Weekend Reading Mar 13, 2020

Show notes

This week's retirement reading is from TheStreet, titled Annuity Age Restrictions: Too Old or Too Young? 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/116

Show Notes: Howardbailey.com/116

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

115: If You'll Still be Working at Age 65, Here's How to Handle Medicare - Weekend Reading Mar 06, 2020

Show notes

This week's retirement reading is from CNBC, titled If You'll Still be Working at Age 65, Here's How to Handle Medicare. 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/115

Show Notes: Howardbailey.com/115

Rate & Review the Podcast: RetireWithPurpose.com/review

114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight Mar 02, 2020

Show notes

David McKnight is a champion for the American people. He's not only warned us all about why we should expect taxes to get higher in the future, he's also taught people how to be in the 0% tax bracket when you retire. It may sound impossible, but today, David's going to walk you through exactly how to do it.

David has appeared in Forbes, USA Today, the New York Times, and on CNBC. His bestselling book, The Power of Zero, has sold over 140,000 copies. The updated edition, published in September of 2018, is now the number two most sold business book in the world. It's even been turned into a full-length documentary film also entitled The Power of Zero, which we're going to spend some time talking about today.

Today, David joins the podcast to talk about why tax rates may double after you retire (and what you can do about it), how to protect your assets from future legislative changes, and the whens, whys, and hows of Roth conversions.

Show Notes: Howardbailey.com/114

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

113: The Next Big Retirement Threat — Keeping Your Job Past 50 - Weekend Reading Feb 28, 2020

Show notes

This week's retirement reading is from Forbes, titled The Next Big Retirement Threat — Keeping Your Job Past 50. 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/113

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.

Show Notes: Howardbailey.com/113

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter:

112: What if You Retired at Market Peak - Weekend Reading Feb 21, 2020

Show notes

This week's retirement reading is from Seeking Alpha, titled What if You Retired at Market Peak. 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/112

Show Notes: Howardbailey.com/112

Rate & Review the Podcast: RetireWithPurpose.com/review

111: How To Create a Powerful Fitness Routine at Any Age with Nate Palmer Feb 17, 2020

Show notes

Today's guest is Nate Palmer - NASM certified personal trainer, corrective exercise specialist, and Precision Nutrition Level 1 Coach. He specializes in working with entrepreneurs and business owners to create energy, focus, and a lean, healthy body – that shows up for your work, family, and focus time.

Nate's writing has been published in The Huffington Post, T Nation, Muscle & Strength, Askmen, Breaking Muscle, and a number of other outlets.

After he and his wife retired young to travel South America, Nate also wrote Passport Fitness: The No-nonsense Guide to Staying in Shape no Matter What City You Wake Up In, where he breaks down how to get into great shape with just a few minutes each day.

Nate has trained people of all ages from 20-70, and has worked extensively with people as they transition into retirement. He knows that fitness is a great place to put time and energy to benefit yourself, your quality of life, and your overall longevity.

Today, Nate joins the podcast to talk about how to build a fitness routine, the benefits of proper nutrition, and which supplements and multivitamins are actually worth your time. If you're looking to create a fitness regime for yourself and feeling overwhelmed by the amount of information out there, today's episode is for you!

Show Notes: Howardbailey.com/111

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

110: Retirement Spending 101: The Do's And Don'ts - Weekend Reading Feb 07, 2020

Show notes

This week's retirement reading is from Forbes, titled Retirement Spending 101: The Do's And Don'ts. 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/110

Show Notes: Howardbailey.com/110

Rate & Review the Podcast: RetireWithPurpose.com/review

109: How to Downsize Your Life (and Upsize Your Lifestyle) with John and Ingrid Sullivan Feb 03, 2020

Show notes

As empty nesters, retirees often find themselves in homes that are simply too big. With adult children out of the house, empty bedrooms, and projects that need to get done to keep the property in great shape, continuing to maintain a home that made sense for decades can start to feel like a financial burden and a source of real stress.

This is why so many retirees start thinking about downsizing - and when they do, I recommend they read John and Ingrid Sullivan's book, The Ultimate Guide to Downsizing: Downsize Your Life to Upsize Your Lifestyle. John and Ingrid are the owners of Senior Downsizing Experts in Arlington, Texas, where they help boomers, seniors, and children of aging parents with moves that can be challenging and emotional.

Today, John and Ingrid join the podcast to talk about the financial and emotional benefits of downsizing, the unique challenges and crises they help retirees work through as they help them move out of what are often family homes with decades of history (and belongings), and how to craft a downsizing plan and find a uniquely qualified downsizing dream team to help you make your next years the best they can be.

Show Notes: Howardbailey.com/109

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

108: Case Study - Why We Can Be Cash-Heavy In Retirement Jan 31, 2020

Show notes

This week's episode covers a client case study. Join Casey Weade as he walks you through his step-by-step process for helping a couple retire with purpose. Today's episode can also be accessed by visiting Howardbailey.com/108

Show Notes: Howardbailey.com/108

Rate & Review the Podcast: RetireWithPurpose.com/review

107: A Widow's Broker Made a Huge Mistake - Weekend Reading Jan 24, 2020

Show notes

This week's retirement reading is from Kiplinger, titled A Widow's Broker Made a Huge Mistake. 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/107

Show Notes: Howardbailey.com/107

Rate & Review the Podcast: RetireWithPurpose.com/review

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