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    Business

    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.

    ©2026 HOWARD BAILEY FINANCIAL, INC.

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    Latest Episodes:
    056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading May 31, 2019
    Show notes

    This week's retirement reading is from Forbes, titled Could These Two Mega Trends Crush Your Retirement Plan? 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/56

    Sign Up to Casey's Weekend Reading Email!

    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.


    055: How to Navigate The Changing Retirement Landscape with David Blanchett May 27, 2019
    Show notes

    Lots of retirement research comes from people who are trying to sell you products, but David Blanchett is not that kind of researcher. A CFP, CFA, and PhD, David is Adjunct Professor of wealth management at The American College of Financial Services, a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program, and the head of retirement research for Morningstar Investment Management, LLC.

    For his authentic, impartial research, David has been called one of the brightest minds in financial planning by Money. He made InvestmentNews' inaugural 40 under 40 list in 2014 and has had his work featured in the New York Times, PLANSPONSOR, and the Wall Street Journal, among many others.

    I've been following David's research and sharing it with colleagues and clients for years. Today, he joins the podcast to discuss the uncertainties that can set a financial plan awry, how to build a plan to protect you from the worst case scenario, and why changes in life expectancy have done more to reshape retirement planning than anything else in recent American history.

    Show notes

    Get access to the full show notes, including audio, transcript, and links to all the resources mentioned during the interview. Visit Howardbailey.com/55

    Sign Up to Casey's Weekend Reading Email!

    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.


    054: Retirees, Weigh a Pension Lump Sum Offer Carefully - Weekend Reading May 24, 2019
    Show notes

    This week's retirement reading is from Kiplinger, titled Retirees, Weigh a Pension Lump Sum Offer Carefully. 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/54

    Sign Up to Casey's Weekend Reading Email!

    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.


    053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading May 17, 2019
    Show notes

    This week's retirement reading is an article Casey wrote for Forbes, titled Confessions of a Financial Advisor: 3 Mistakes to Avoid. 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/53

    Sign Up to Casey's Weekend Reading Email!

    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.


    052: Discover the Power of Gratitude with John Israel's Mr. Thank You Project May 13, 2019
    Show notes

    John Israel is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet … One Card at a Time. Over the course of one year, John wrote five handwritten Thank You cards a day, every day, for 365 straight days.

    In a world that many believe is less grateful and appreciative than ever before, John's work has truly struck a chord with people, and he's shared his experiences on ABC News, FOX News, iHeartRadio, Popsugar, and even in a TEDx Talk.

    John's work has had a transformative impact not just on how I live my life, but on the people around me as well. Today, John joins the podcast to share stories and lessons from the Mr. Thank You Project. We get into why John decided to take on this time and labor-intensive project, what makes a handwritten Thank You card a much more powerful expression of gratitude than sharing or commenting on social media, and how you can find your own "why" to inspire others to make the world a better place together.

    Show notes

    Get access to the full show notes, including audio, transcript, and links to all the resources mentioned during the interview. Visit Howardbailey.com/52

    Sign Up to Casey's Weekend Reading Email!

    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.


    051: What Is The "Bucket" Approach Strategy To Retirement Income Planning? - Weekend Reading May 10, 2019
    Show notes

    This week's retirement reading is from Forbes, titled What Is The "Bucket" Approach Strategy To Retirement Income Planning? 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/51

    Sign Up to Casey's Weekend Reading Email!

    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.


    050: More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients - Weekend Reading May 03, 2019
    Show notes

    This week's retirement reading is from CNBC, titled More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients. 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/50

    Sign Up to Casey's Weekend Reading Email!

    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.


    049: How to Live Your Next3rd with Kris Van Der Pas-Norenius Apr 29, 2019
    Show notes

    Kris Van Der Pas-Norenius sold her successful business at the age of 55 - and learned a lot of things about retirement the hard way. In the years that followed, she studied and became certified with Retirement Options, then founded Next3rd to help others learn from her experiences and expertise.

    At Next3rd, she blogs, connects with followers across Facebook and Twitter, publishes a newsletter, and gives speaking engagements to change how people perceive - and live through - retirement. She helps others cope with loss of identity in retirement, not knowing when it might be your turn, and how to live a purposeful, fulfilling life after your major professional career comes to an end.

    I've been sharing Kris's articles for a while now. Today, she joins the podcast to share the difficult questions she found herself asking after she retired, what she discovered about herself the moment she retired, why "rest and relaxation" is often anything but - and how to give, contribute, do, and be more in the last third of your life.

    Show notes

    Get access to the full show notes, including audio, transcript, and links to all the resources mentioned during the interview. Visit Howardbailey.com/49

    Sign Up to Casey's Weekend Reading Email!

    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.


    048: How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time - Weekend Reading Apr 26, 2019
    Show notes

    This week's retirement reading is from Kitces, titled How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time. 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/48

    Sign Up to Casey's Weekend Reading Email!

    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.


    047: New Annuities Starting to Address RMDs - Weekend Reading Apr 19, 2019
    Show notes

    This week's retirement reading is from Investment News, titled New Annuities Starting to Address RMDs. 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/47

    Sign Up to Casey's Weekend Reading Email!

    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.


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