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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:
    036: Weekend Reading - Is Retiring at the Average Age a Smart Move? Feb 22, 2019
    Show notes

    This week, Casey Weade discusses an article from The Balance, titled Average Retirement Age in the United States: Is Retiring at the Average Age a Smart Move? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/36

    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.


    035: How Grove Founder is Making Online Financial Advisory Easier than Ever with Chris Hutchins Feb 18, 2019
    Show notes

    Like many people, Chris Hutchins was laid off during the financial crisis of 2008. However, instead of simply looking for work, he set out to make a name for himself. He founded LaidOffCamp, where others like him explored founding companies, freelancing, and new ways to find jobs during that tough time.

    Next, he co-founded Milk, which was acquired by Google Ventures, where he spent three years investing in early stage companies. Now, as the founder of Grove, he's on a mission to build the first comprehensive financial planning service that is accessible and affordable for young professionals.

    Today, Chris joins the podcast to share the story of how he went from being laid off, to the CEO and founder of Grove. We also discuss how he discovered the transformative power of edtech, and how he's making it easier than ever to get honest, real advice in the financial field.

    Get Today's Show Notes!

    To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/35

    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.


    034: Weekend Reading - How Likely is it That Social Security Will Go Broke? Feb 15, 2019
    Show notes

    This week, Casey Weade discusses an article from MarketWatch, titled How Likely is it That Social Security Will Go Broke? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/34

    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.


    033: Weekend Reading - 2 Retirement Killers And How To Avoid Them Feb 08, 2019
    Show notes

    This week, Casey Weade discusses an article from Forbes, titled 2 Retirement Killers And How To Avoid Them. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/33

    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.


    032: How To Get (or Stay) Fit in Retirement with Jim Owen Feb 04, 2019
    Show notes

    When Jim Owen was 70 years old, he saw himself as an old man for the first time. He was 25 pounds overweight. He suffered from chronic back issues, had two shot knees, and struggled with a frozen rotator cuff. He wasn't happy, and he wasn't comfortable - and when he walked into the gym, he couldn't do a single push-up.

    Jim had spent the last 35 years in the investment world. He served as a partner in and sold three firms, wrote a number of successful books including The Prudent Investor and Cowboy Ethics, and delivered 35 talks a year as an in-demand speaker for a decade. His grueling schedule doing what he loved took a clear toll on his physical health - and in retirement he didn't want to lose what was left of his mobility.

    Now, at 78, he's in the best shape of his life. He weighs 50 pounds less than he did in high school - and can knock out three sets of 50 push-ups on command. His chronic pains have gone away, and he sees his best days as ahead of him.

    Today, Jim joins the podcast to talk about his new book, Just Move, the journey he took to turn his physical health around, why exercise is the foundation of the art of aging well, and his mission to help fellow Boomers get active and live their best lives.

    Get Today's Show Notes!

    To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/32

    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.


    031: Client Case Study - How One Couple Successfully Stepped Into Retirement Feb 01, 2019
    Show notes

    This week, Casey Weade discusses a client case study outlining how one couple successfully stepped into retirement. Listen in as Casey breaks down the exact steps Howard Bailey took to build out a comprehensive plan. Today's episode can also be accessed by visiting Howardbailey.com/31

    Get Today's Show Notes!

    To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/31

    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.


    030: Weekend Reading: Why Wealthy People May Want to Take Social Security at Age 62 Jan 25, 2019
    Show notes

    This week, Casey Weade discusses an article from Kiplinger titled Why Wealthy People May Want to Take Social Security at Age 62. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/30

    Get Today's Show Notes!

    To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/30

    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.


    029: How to Find the Right Retirement Planner For You with Jamie Hopkins Jan 21, 2019
    Show notes

    Jamie Hopkins is soon to become the Director of Retirement Research at the Carson Group - and he holds virtually every designation under the sun. He has been the Co-Director of New York Life's Center for Retirement Income, a Professor of the Retirement Income Program at the American College of Financial Services, and helped to create the Retirement Income Certified Professional designation.

    He was one of my professors as I was getting my education. He's been featured in Forbes, Kiplinger, and served as a Retirement Mentor for Marketwatch. He's contributed to dozens of journals on tax law and retirement income planning, and his newest book, Rewirement: Rewiring the Way You Think About Retirement, explores the difference between - and the different mindsets needed for - retirement income planning and saving for retirement.

    Today, Jamie joins the podcast to talk about the lessons he learned as captain of the Davidson College swim team training alongside Michael Phelps (and how they shape his work as a financial planner), what he considers to be the greatest accomplishment of his life, why almost everyone is holding some form of digital currency, and how to find a retirement planner who isn't just good - but a fit for your specific needs, situation, and challenges.

    Get Today's Show Notes!

    To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/29

    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.


    028: Weekend Reading - Navigating the Financial Side of a Relationship Jan 18, 2019
    Show notes

    This week, Casey Weade discusses an article from NY Times, titled "Navigating the Financial Side of a Relationship" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/28

    Get Today's Show Notes!

    To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/28

    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.


    027: Finding Adventure & Purpose Later in Life with Hans Finzel and Rick Hicks Jan 07, 2019
    Show notes

    Hans Finzel hates the term retirement - and he really hates the idea that retired people don't have anything to offer the world. He and his friend Rick Hicks are both PhDs and former CEOs who left their roles as they approached the age of 60, but they now spend their time conducting studies, researching, and writing.

    In their new book, Launch Your Encore: Finding Adventure & Purpose Later in Life, they share real examples of individuals who have transitioned from full-time jobs to volunteer work, ministry, or even entire second careers. They want you to craft a game plan for life after your main career that will position you to succeed personally and make positive contributions to society - and never think about the idea of retirement the same way again.

    Today, Hans and Rick join the podcast to talk about why hanging out on the couch for 30 years isn't a viable option, the importance of passing the torch on to others, the dangers of losing touch with the outside world, and a variety of exercises you can use to envision - and realize - your second act, even as you're still in your first. You'll hear a number of stories about highly intentional, powerful encores - and how you can build a healthy, satisfying life in retirement.

    Get Today's Show Notes!

    To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/27

    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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