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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:

096: Retirement Planning, Step 6: Tax Planning Dec 06, 2019

Show notes

Today is the continuation of a 6-part series that outlines our retirement planning process. We dive into the sixth step of the process, "Tax Planning"

Find out more during today's conversation at Howardbailey.com/96

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/96

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

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.

095: Retirement Planning, Step 5: Estate Planning Nov 29, 2019

Show notes

Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fifth step of the process, "Estate Planning"

Find out more during today's conversation at Howardbailey.com/95

Show Notes: Howardbailey.com/95

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

094: Empowering Widows Financially with Dr. Kathleen Rehl Nov 25, 2019

Show notes

Almost every financial advisor faces a time in their career during which their clients' spouses pass away, and many advisors struggle to know how to both provide support and guidance to their newly widowed clients' surviving partners. In fact, as many as 70% of widows change financial advisors after the death of their spouse, and a lack of understanding is almost always the reason.

After Dr. Kathleen Rehl's late husband passed, she set out on a journey to help empower widows, as well as the advisors who work with them. She is the author of Moving Forward On Your Own: A Financial Guidebook For Widows. Though many of the guests I've had on this podcast are authors, this is one of the few books that was fast, easy to read, and full of great insight.

Today, Kathleen joins the podcast to talk about how becoming a widow herself completely changed how she works with this demographic, how profound loss affects the decision-making process, and the common mistakes that get so many financial advisors fired after the death of a spouse. You'll also hear stories about how Kathleen's helped her own clients through this difficult time in their lives to pass their values, hopes, and dreams on to the next generation.

Free Offer: To Get A FREE Copy of Dr. Kathleen Rehl's Guidebook, Moving Forward On Your Own, visit Howardbailey.com/94

Show Notes: Howardbailey.com/94

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Please note: For the 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.

Disclosure:

093: Retirement Planning, Step 4: Growth Nov 22, 2019

Show notes

Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fourth step of the process, "Growth"

Find out more during today's conversation at Howardbailey.com/93

Show Notes: Howardbailey.com/93

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

092: Retirement Planning, Step 3: Income Planning Nov 15, 2019

Show notes

Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the third step of the process, "Income Planning"

Find out more during today's conversation at Howardbailey.com/92

Show Notes: Howardbailey.com/92

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

091: How Baby Boomers are Reinventing Retirement with Dr. Sara Geber Nov 11, 2019

Show notes

The word "retirement" inspires a lot of negative feelings in people of all ages, but especially baby boomers. More than ever, retirees want to be seen as youthful, want to continue to be useful, and want to continue doing something that gives them meaning and purpose.

Few people understand this better than Dr. Sara Geber. Sara is the author of Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults. She brings an extensive background in psychology to her experience as a retirement coach, and her book provided me with a lot of insight into how I could better serve the families I work with day in and day out.

Today, Sara joins the podcast to talk about why retirement needs reinventing (and how it's already happening), the most common mistakes solo agers make in trying to transition into retirement, and the many new options available as they enter this stage of life.

Show Notes: Howardbailey.com/91

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure:

090: 4 Big Considerations Before You Retire - Weekend Reading Nov 08, 2019

Show notes

This week's retirement reading is from The Balance, titled 4 Big Considerations Before You Retire. 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/90

Show Notes: Howardbailey.com/90

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

089: Retirement Planning, Step 2: Liquidity Nov 01, 2019

Show notes

Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the second step of the process, "Liquidity"

Find out more during today's conversation at Howardbailey.com/89

Show Notes: Howardbailey.com/89

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

088: The Philosophical Questions Behind Retirement with Mitch Anthony Oct 28, 2019

Show notes

Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, "When are we going to get to tax strategies? When are we going to get to income strategies?" We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from the teachings of Mitch Anthony.

I've been inspired by Mitch since I was in high school. Mitch is the author of many books, including The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want. I've been following his work for decades, gifted his books dozens of times, and I'm honored to have a chance to interview him.

Mitch joins the podcast today to discuss how he helps his clients find purpose in life as they plan for retirement, how changing attitudes toward aging has affected people in mindset, health, and longevity, and how to find a sustainable balance between vocation and vacation - no matter what stage of life you're in.

Show Notes: Howardbailey.com/88

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure:

087: Retirement Planning, Step 1: Purpose Oct 25, 2019

Show notes

Today is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series with our first step, "Purpose". Find out more during today's conversation at Howardbailey.com/87

Show Notes: Howardbailey.com/87

Rate & Review the Podcast: RetireWithPurpose.com/review

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