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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:

016: Weekend Reading - How to Prepare for the Next Financial Storm That's Coming! Nov 09, 2018

Show notes

This week, Casey Weade discusses an important concept. It's all about How to Prepare for the Next Financial Storm that's Coming! Listen in as Casey breaks down this idea and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/16

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.

015: Weekend Reading - 5 quirky IRA Rules You Never Heard Of Nov 02, 2018

Show notes

This week, Casey Weade discusses an article from FinancialPlanning, titled "5 quirky IRA Rules You Never Heard Of". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/15

Disclosure:

014: Finding Your Purpose and the Importance of Fulfillment - with Todd Tresidder Oct 29, 2018

Show notes

Todd Tresidder effectively retired at the age of 35 to find a new purpose and to enjoy life day in and day out. He exited the hedge fund management industry to focus on giving impartial advice - unswayed by bias or products to sell - at FinancialMentor.com. There, he has been providing financial education resources, including a number of powerful retirement calculators, since 1998 - well before anyone else was truly in the online financial education space.

Todd has had a long, tough journey to get where he is today. He is rethinking the nature of what retirement truly means and the models we use to determine how much money retirees will need to live comfortably after they quit working their primary jobs. He's also digging deep into why so many retirees become listless and unhappy when they stop working - and exploring the reasons so few people are thinking seriously about living fulfilled 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/14

Disclosure:

013: Weekend Reading - Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP Oct 26, 2018

Show notes

This week, Casey Weade discusses an article from Fox Business titled "Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/13

Disclosure:

012: Weekend Reading - Social Security: 3 Things Democrats and Republicans Actually Agree On + Why Retirees' Tax Rates May Be Higher Than They Expect Oct 19, 2018

Show notes

This week, Casey Weade discusses 2 different articles. The first is from Motley Fool, titled "Social Security: 3 Things Democrats and Republicans Actually Agree On" and the second is from CNBC, titled "Why Retirees' Tax Rates May Be Higher Than They Expect." Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/12

Disclosure:

011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau Oct 15, 2018

Show notes

Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement research to find practical applications and strategies to help retirees and financial planners alike. He's the Professor of Retirement Income at The American College and the Director of Retirement Research for McLean Asset Management and inStream Solutions.

In addition to the Retirement Researcher blog and publishing in many academic and practitioner journals, he is also a monthly columnist for Advisor Perspectives, a RetireMentor for Market Watch, a Wall Street Journal Expert Panelist, and a contributor to Forbes.

He is also the author of Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement?: A Guide to Investment-Based Retirement Income Strategies. Though Dr. Pfau is an academic, his books aren't unapproachable: they're easy to read, engaging, and full of useful advice.

Today, Dr. Pfau joins the podcast to talk about the research that led to Reverse Mortgages, the key differences between investing before and after retirement, and how to build a more holistic portfolio designed to sustain your lifestyle, even in the face of a market downturn.

Get Access to Today's Show Notes

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/11

Disclosure:

010: Weekend Reading - How Birth Year Shapes A Generational Experience In Stock Market Investing Oct 12, 2018

Show notes

This week, Casey Weade discusses an article from Kitces.com titled "How Birth Year Shapes A Generational Experience In Stock Market Investing."Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/10

Disclosure:

009: Weekend Reading - Most Americans in the Dark on Key Deductions & Rules + 6 Facts Every Parent Should Know About 529 Tax Deductions Oct 05, 2018

Show notes

This week, Casey Weade discusses 2 different articles. The first is from NerdWallet, titled "Most Americans in the Dark on Key Deductions & Rules" and the second is from Student Loan Hero, titled "6 Facts Every Parent Should Know About 529 Tax Deductions" Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/09

Disclosure:

008: Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken Oct 01, 2018

Show notes

Author and educator Emily Guy Birken is on a mission to help people end financial stress. Using her gift for making typically complex financial topics relatable and easy to understand, she's written about parenting and money for Kiplinger's and the New York Times. She's also the author of four books, including The Five Years Before You Retire: Retirement Planning When You Need It the Most - which is also what we focus on at Howard Bailey Financial.

Emily brings something of an outsider's perspective to financial planning, but has the experience, knowledge, and research to help people transition from pre-retirement to retirement, finding purpose, and aligning their assets to defending that purpose at all costs. Today, she joins the podcast to talk about the challenges of preparing for retirement - and how to make them much easier to navigate, no matter who you are or what your situation is.

Get Access to Today's Show Notes

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/08

Disclosure:

007: Weekend Reading - What Helps or Hurts Investment Returns? Here's a Ranking Sep 28, 2018

Show notes

This week, Casey Weade discusses an article from Bloomberg titled "What Helps or Hurts Investment Returns? Here's a Ranking." Listen in as he breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/07

Disclosure:

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