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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:

076: How to "Live Forever" and Find Fulfillment and Happiness in our Longer Lives Sep 02, 2019

Show notes

For the first time in history, there are more people over the age of 60 than under the age of 18. As we strive for longevity, this number will continue to rise - and whether we like it or not, it's going to have a major impact on our economy and society as a whole. Which is the topic of today's discussion with Marc Freedman.

Marc is the President, CEO and Founder of Encore.org, a renowned social entrepreneur, thought leader and writer. Under Marc's leadership, Encore.org has sparked a growing movement in the United States and beyond, to tap the talent and experience of people past midlife as a human resource for solving our most vexing social problems.

Marc is a member of the Wall Street Journal's experts panel, frequent media contributor, a 4-time author, and one of the nation's leading experts on longevity and its impact on society and the economy.

In his newest book, How to Live Forever, Marc inspires readers to find fulfillment and happiness in our longer lives by connecting with the next generation and forging a legacy of love that lives beyond us.

Today, Marc joins the podcast to teach you how to plan for an encore life that's filled with true happiness and purpose.

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/76

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.

075: Principles of Retirement Planning, Part 4: The Purpose of Your Money Aug 30, 2019

Show notes

This is part 4 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about the purpose of your money.

Today's episode can also be accessed by visiting Howardbailey.com/75

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:

074: Principles of Retirement Planning, Part 3: Tax Buckets Aug 23, 2019

Show notes

This is part 3 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about Tax Buckets.

Today's episode can also be accessed by visiting Howardbailey.com/74

Disclosure:

073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava Aug 19, 2019

Show notes

At some point in almost every single client meeting, we get asked how much health insurance is going to cost, what Medicare costs, how to prepare for long-term care expenses, what to budget for, and what additional coverage they should get.

The healthcare space is extremely complex, and that's why Dr. Katy Votava is highly educated within it. A registered nurse with a Ph.D. in healthcare economics and nursing, she founded GOODCARE to help consumers, small businesses, and financial advisors make the best possible plan and live their lives as effectively as possible.

Today, Katy joins the podcast to tell the story of how her background as a medical caregiver helps her truly understand what people need to get great insurance, why the cost of healthcare continues to skyrocket (and what you can do to protect yourself from escalating fees), and why proper Medicare planning can be what saves you thousands, tens of thousands, or even hundreds of thousands of dollars each year.

Show Notes: Howardbailey.com/73

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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072: Principles of Retirement Planning, Part 2: The 3 Worlds of Investments Aug 16, 2019

Show notes

In this episode of the podcast, we're continuing the conversation we started last week. This is part 2 of a 4-part series covering the Principles of Retirement Planning. Today is all about the 3 worlds of investments.

Today's episode can also be accessed by visiting Howardbailey.com/72

Disclosure:

071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk? Aug 09, 2019

Show notes

Over the next month, we're going to be talking about some of the fundamental principles that will affect your retirement - and we're starting today by tackling the topic of risk. More specifically, there's 3 things that you need to focus on when discussing risk. Find out more during today's conversation.

Today's episode can also be accessed by visiting Howardbailey.com/71

Disclosure:

070: How to Manage the Psychological Effects of Retirement with Robert Delamontagne Aug 05, 2019

Show notes

Dr. Robert Delamontagne is a leading expert on the psychological aspects of retirement. He's the author of the Retiring Mind series of books, in which he helps people manage the negative psychological effects they experience after retiring.

In today's episode of the podcast, we're digging deep into two books in the series. The first of these is Honey, I'm Home, in which he writes about the heart energy and why you should revisit it if you're suffering from marital conflicts after retirement or afraid of being with your spouse or partner 24/7. We also talk about The Retiring Mind, where he writes about the psychological effects of retirement - and why 50% of retirees suffer from some form of emotional distress.

Today, Robert joins the podcast to tell the story of his personal and marital struggles six months after his own retirement at the age of 63, the tools and techniques you can use to strengthen bonds and stop conflicts from escalating in your relationships later in life, and how to navigate the common traps that retirees fall into as their professional careers wind down.

Show Notes: Howardbailey.com/70

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure:

069: How Does Sequence Of Returns Risk Impact Your Retirement? - Weekend Reading Aug 02, 2019

Show notes

This week's retirement reading is from Forbes, titled How Does Sequence Of Returns Risk Impact Your 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/69

Disclosure:

068: Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns - Weekend Reading Jul 26, 2019

Show notes

This week's retirement reading is from Fox Business, titled Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns. 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/68

Disclosure:

067: How to Use Your "Halftime" to Make a Difference with Dean Niewolny Jul 22, 2019

Show notes

Everyone wants to live a life of significance - and few people know this better than Dean Niewolny. Dean is the CEO of the Halftime Institute, where he helps people expand their own "first half" success and skills into passion and purpose for meeting human needs and making a difference.

In his book Trade Up, Dean takes readers through your "Halftime"—when you pause to consider how to finish the game—to fuller, richer work and life. He speaks at events around the world, encouraging business leaders to channel their first half achievements into a second half defined by joy, impact, and balance.

Today, Dean joins the podcast to share the story of why he left his career in finance (and why you don't have to walk away from your job to serve), how to make the most of the skills and talents hiding within you, and how to leave behind an impactful, powerful legacy.

Show Notes: Howardbailey.com/67

Rate & Review the Podcast: RetireWithPurpose.com/review

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