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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:

086: 12 Reasons LTC Planning Matters to Women - Weekend Reading Oct 18, 2019

Show notes

This week's retirement reading is from ThinkAdvisor, titled 12 Reasons LTC Planning Matters to Women. 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/86

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/86

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.

085: Making Sense of Social Security with Mary Beth Franklin Oct 14, 2019

Show notes

Few people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at InvestmentNews, a nationally recognized expert in Social Security claiming strategies, and a frequent public speaker. With a background as a Capitol Hill reporter and experience as a retirement and tax editor at a national magazine, she's an authority on retirement income planning.

Today, Mary Beth joins the podcast to answer your many questions about Social Security. You'll learn how Social Security became the overly complicated system that it is today, why you may want to delay taking your benefits (or take them early), and how best to accurately get a sense of when to start taking withdrawals (and what you'll owe). Most importantly, you'll find out how to avoid the bad advice that so many retirees get - and learn how to create a plan that will work for you and your family.

Show Notes: Howardbailey.com/85

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend

Disclosure:

084: Setting Up Our Kids For A Successful Retirement Oct 11, 2019

Show notes

This week's retirement reading is from Forbes, titled Setting Up Our Kids For A Successful 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/84

Show Notes: Howardbailey.com/84

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

083: Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses - Weekend Reading Oct 04, 2019

Show notes

This week's retirement reading is from Kiplinger, titled Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses. 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/83

Show Notes: Howardbailey.com/83

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

082: Recovering from Bankruptcy and Creating a Legacy of Love with Ken Wimberly Sep 30, 2019

Show notes

Ken Wimberly hasn't just gone bankrupt - he's lived to tell the tale. After having success in the real estate industry, overspending and the Great Recession forced Wimberly to shrink his financial life and pay off hundreds of thousands of dollars in debt.

As he rebuilt his financial life, Ken also founded Legacy of Love: a digital parent-to-child or grandparent-to-child journaling platform. It's a place to capture moments, save memories, leave lessons, document photos, or videos, voice notes, voicemails, and capture little moments of life that might otherwise pass with time.

Today, Ken joins the podcast to share the story of his financial mistakes and comeback, the power of digital scrapbooking, and the importance of passing along knowledge - financial and otherwise - to future generations.

Show Notes: Howardbailey.com/82

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure:

081: Lower Your Expectations for Returns Over the Next Decade - Weekend Reading Sep 27, 2019

Show notes

This week's retirement reading is from Kiplinger, titled Lower Your Expectations for Returns Over the Next Decade. 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/81

Show Notes: Howardbailey.com/81

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

080: ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why - Weekend Reading Sep 20, 2019

Show notes

This week's retirement reading is from ThinkAdvisor, titled ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why. 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/80

Show Notes: Howardbailey.com/80

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

079: Rewriting The Narrative of Growing Up, Growing Older, and Growing Richer with Karen Sands Sep 16, 2019

Show notes

As more and more adults of retirement age take on new challenges, embark on second-act careers, and pursue far more than just a life of cocktails and travel, the language around aging and retirement is changing. Few understand this better than Karen Sands, who is a true "new age retiree."

In her book, The Ageless Way, Karen proposes that women choose not to deny nor be defined by their age, but to transcend it entirely. Through a blend of intimate storytelling, historical insights, and cutting edge ideas, she's created a powerful guide and radical new vision for women of all ages.

Today, Karen joins the podcast to talk about why she's busier now at 75 than she ever was in her twenties, how to silence your inner ageist to enter your visionary, innovative next phase of life, and why getting older isn't just about avoiding disease and maintaining your health, but living with purpose at every age.

Show Notes: Howardbailey.com/79

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure:

078: A Recession Won't Wreck Your Retirement...But This Will - Weekend Reading Sep 13, 2019

Show notes

This week's retirement reading is from Forbes, titled A Recession Won't Wreck Your Retirement...But This Will. 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/78

Show Notes: Howardbailey.com/78

Rate & Review the Podcast: RetireWithPurpose.com/review

Disclosure:

077: Healthcare Costs, RMD Timing, Retirement Myths, and More - Weekend Reading Roundup Sep 06, 2019

Show notes

This week's retirement reading is a roundup of 4 different articles.