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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:

106: How to Set Meaningful Goals in Retirement with George Schofield Jan 20, 2020

Show notes

Today's guest is George Schofield – an entrepreneur, consultant, author, and public speaker who helps businesses and individuals develop new, smarter approaches to life planning and retirement.

George is one of PBS' Top 50 Influencers in Aging and has written on retirement and financial planning for Fox Business, Yahoo! Finance, Nasdaq, MarketWatch, and Credit.com, among many other outlets.

He's also the author of How Do I Get There from Here: Planning for Retirement when the Old Rules No Longer Apply - a guidebook to help retirees navigate their golden years in a time when life expectancy is longer, savings are slimmer, and people rarely hold one job for life.

George has helped countless retirees get past the feeling of "I don't know what to do" - and build a framework for life with change in mind.

Today, George joins the podcast to share his research from the cutting edge of retirement as we know it now, retirement in the future, and the psychology that goes into both. If you've already retired, or even if your retirement is decades away, there's a good chance that his insights will prove highly valuable!

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/106

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

105: 4 Reasons to Avoid Multiple Financial Advisors - Weekend Reading Jan 17, 2020

Show notes

This week's retirement reading is from HuffPost, titled 4 Reasons to Avoid Multiple Financial Advisors. 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/105

Show Notes: Howardbailey.com/105

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

104: The 9 Types of People You'll Meet in Retirement - Weekend Reading Jan 10, 2020

Show notes

This week's retirement reading is from Kiplinger, titled The 9 Types of People You'll Meet in 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/104

Show Notes: Howardbailey.com/104

Rate & Review the Podcast: RetireWithPurpose.com/review

103: How to Choose the Right Financial Advisor with Brad Johnson Jan 06, 2020

Show notes

Choosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, not all financial advisors are created equal - and if you're not careful, it could cost you!

Today's guest, Brad Johnson is here to offer a unique perspective. Brad is the VP of Advisor Development at Advisors Excel (the largest independent insurance brokerage firm in the US) and coach to the biggest and brightest financial advisors in the country.

He's also the host of The Elite Advisor Blueprint® – a podcast for world-class financial advisors, whereby he distills the best advice from top thought leaders and applies it to the world of independent financial advising.

During this conversation, Brad pulls back the curtain and guides you through the process of selecting an independent financial advisor who is going to act in your best interests.

Show Notes: Howardbailey.com/103

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

102: How To Turn Your Pension Cash Value Into The Most Retirement Income - Weekend Reading Jan 03, 2020

Show notes

This week's retirement reading is from Forbes, titled How To Turn Your Pension Cash Value Into The Most Retirement Income. 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/102

Show Notes: Howardbailey.com/102

Rate & Review the Podcast: RetireWithPurpose.com/review

101: Observations from the Brink of Retirement - Weekend Reading Dec 27, 2019

Show notes

This week's retirement reading is from Kiplinger, titled Observations from the Brink of 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/101

Show Notes: Howardbailey.com/101

Rate & Review the Podcast: RetireWithPurpose.com/review

100: How To Talk To Your Aging Parents About Money with Cameron Huddleston Dec 23, 2019

Show notes

We all know we need to talk to our parents about money. We all know that we need to get their affairs in order in case something happens, especially as they get older. However, life has a tendency to get in the way, we table these conversations for later, and we sweep them under the rug. This is a problem for many reasons, but no fact drives this home faster than a Fidelity study in which 69% of parents said they expected one of their children to manage their money, yet over a third of the children surveyed had no idea they were expected to fill that role.

Cameron Huddleston is on a mission to help facilitate these tough conversations. He's the author of Mom and Dad, We Need to Talk: How To Have Essential Conversations with Your Parents About Their Finances. It's an excellent, step-by-step guide to help you stop stalling and make plans with advice from Cameron's own experiences as a daughter and financial expert, as well as other financial, legal, and elder care experts.

Today, Cameron joins the podcast to discuss the challenges she faced with her own aging parents that led her to write the book. We talk about why these conversations are so taboo (and what to do if your family pushes back on having them). She also gives a number of resources you can share with your parents to help you get a grasp on what their finances really look like, how to keep them protected from scammers in old age, and how to take action if your parents have already become impaired.

Show Notes: Howardbailey.com/100

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

099: The Extreme Risk of Trading Your Own Retirement Assets - Weekend Reading Dec 20, 2019

Show notes

This week's retirement reading is from Nasdaq, titled The Extreme Risk of Trading Your Own Retirement Assets. 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/99

Show Notes: Howardbailey.com/99

Rate & Review the Podcast: RetireWithPurpose.com/review

098: Dealing With Depression In Retirement + This Retirement Risk Can Kill You - Weekend Reading Dec 13, 2019

Show notes

This week's retirement reading is a roundup of 2 different articles.

Dealing With Depression In Retirement by Forbes
This Retirement Risk Can Kill You - Here's How To Plan For It by Forbes

Listen in as Casey Weade breaks down each article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/98

097: How to Retire Abroad with Keith & Tina Paul Dec 09, 2019

Show notes

While many people devote time to travel after they retire, even more retirees are now finding new countries to call home - to enjoy an even better quality of life and standard of living.

In their mid-fifties, Keith and Tina Paul decided to leave Southern California to make Ecuador their home. Before retirement, Keith was the Chief Technology Officer for the University of Southern California Medical Center, and Tina owned her own neuropathic medicine practice in California. Since moving to Ecuador, they have also visited over 30 countries in the last year, as well as all 50 United States. They have a hugely popular blog, have appeared on HGTV's House Hunters International, and continue to enjoy many of the comforts of their former home.

Today, Keith and Tina join the podcast to talk about why they decided to retire abroad in their mid-fifties, the qualities that a person needs to have to adapt well to retiring abroad, and the unique financial planning that makes their lifestyle both fun and sustainable in ways that would have never been possible had they stayed in California.

Show Notes: Howardbailey.com/97

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure:

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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