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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:

006: Weekend Reading - How DFA is Superior to Index Funds: An Analysis Sep 21, 2018

Show notes

Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in retirement! To listen to more, visit Howardbailey.com/06

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.

005: Teaching Your Kids About Money Management with John Lanza Sep 17, 2018

Show notes

John Lanza and his wife asked a simple question when their first child was six months old: "How can we raise our kids to be money smart?"

Trying to answer it made them realize that there were far more families trying to answer this question than just his. This led him to create The Money Mammals - financial education for children through books, apps, games, videos, and more.

His new book is The Art of Allowance - a short, practical guide for parents to raise money-empowered kids who know how to save, achieve goals, make smart choices, and distinguish between needs and wants. He's been featured in The New York Times, The Wall Street Journal, and The Los Angeles Times. Today, he appears on Retire With Purpose to share stories from his own family and the power of teaching financial philosophy to children - and what he's learned in the process.

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/05

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004: Weekend Reading - The 3 Major Changes in Trump's Retirement Executive Order Sep 14, 2018

Show notes

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003: Choosing Happiness with John Leland Sep 03, 2018

Show notes

For almost 20 years, three-time author John Leland has been writing about the many different sides of retirement for The New York Times.

Right now, more people are living past the age of 85 than any other time in history - and John set out to write a year-long series about them. He wanted to tell stories of people who fell in love in nursing homes, those who never remarried after losing their spouse or partner, people who were still together in old age, living with disabilities, facing illness, and more.

John expected this to be a series about loss. What ultimately came out of this series, however, is a book entitled Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old. Today, he joins the podcast from the heart of the Times newsroom to share takeaways, stories, and lessons that I found invaluable as a husband, a financial advisor, and a human being.

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/03

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002: Weekend Reading: New Retirees, Don't Overlook this Tax Planning Sweet Spot Sep 03, 2018

Show notes

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001: Transitioning from Day Job to Dream Job with Kary Oberbrunner Sep 03, 2018

Show notes

At the age of 35, Dr. Kary Oberbrunner left his day job at a nonprofit to pursue his dream job: igniting souls. Through writing, speaking, coaching, he helps individuals and organizations clarify who they are, why they are here, and how they should invest their time and energy.

Before this, Kary struggled with stuttering, depression, and had a history of self-injury. Today, as the founder of Redeem the Day and Igniting Souls, and the author of several books, including the new edition of Day Job to Dream Job, he helps individuals in both the business and the nonprofit worlds transition into lives that offer them the 3 Fs - Freedom, Finances, and Fulfillment - while addressing their major fears.

Today, Kary joins the podcast to talk about his own journey of self-recovery, how he helps people who say "I hate my job and I don't know what to do" find purpose, and what he's doing to make a difference. In a world where so many people who supposedly "have it all" are so unhappy, it's a must-listen - and could very well help you change your life for the

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/01

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