Retire With Purpose - The Retirement Podcast
Business & Economics Podcasts
The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement. Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better. University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 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 www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.
Location:
United States
Description:
The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement. Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better. University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 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 www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.
Language:
English
Episodes
435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber
4/29/2024
Today, I’m talking to Dr. Tom Kamber. Tom is the founder and executive director of Older Adults Technology Services (OATS) and Senior Planet. He is a leading expert on aging and technology and has provided award-winning programs for older adults across America.
Tom has taught courses on technology, urban studies, and philanthropy at Columbia University, is widely published in professional and academic journals, and is a co-founder of the Afro-Latin Jazz Alliance which has won multiple Grammy awards.
In our conversation, Tom and I dig into common questions retirees have about technology, how to leverage technology like AI to get more out of retirement, and some best practices to protect yourself from fraud and identity theft.
In this podcast interview, you’ll learn:
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/435
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:01:02:28
434: Mindset Makeover: Adjusting Your Habits and Behaviors as You Age
4/26/2024
Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement.
In this episode, we discuss:
Today's article comes from Global English Editing titled, If you want a more meaningful life, say goodbye to these 9 behaviors. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/434
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:35:01
433: Direct Indexing and the Evolution of Investment Tools
4/19/2024
Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns.
Today's article comes from FA-mag.com titled, The Connection Between Index Investing And Direct Indexing. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/433
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:28:19
432: Are Buffer ETFs a Good Tool to Reduce Market Risk?
4/12/2024
Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?
In this episode, we discuss:
Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/432
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:20:24
431: Key Insights for a Happier and Wealthier You
4/5/2024
Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success.
Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/431
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:36:00
430: Living Your Best Life in Retirement with Lux Narayan
4/1/2024
Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS.
In our conversation, we discuss his new book Name, Place, Animal, Thing: An Inspiring Fable For Grownups About Hope, Positivity, and Living Your Best Life, in which he weaves a fable for adults about life transitions full of wisdom–especially as it relates to retirement.
You’ll learn why Lux believes in the beauty of being a generalist, what inspired him to write this book, and how it changed his life during a time of great personal and professional uncertainty. You’ll also discover a few things we can do at every stage of life to live a kinder, grounded, and deeper existence.
GET A FREE ACCESS TO LUX’S BOOK TITLED “NAME, PLACE, ANIMAL, THING: AN INSPIRING FABLE FOR GROWNUPS ABOUT HOPE, POSITIVITY, AND LIVING YOUR BEST LIFE”
Here's all you have to do...
In this podcast interview, you’ll learn:
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/430
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:56:14
429: Do You Have Good 401(k) Hygiene?
3/29/2024
Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts.
In this episode, we discuss:
Today's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/429
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:22:45
428: Navigating the Transition into Your Second Half of Life
3/22/2024
Moving from the first half of life into the second half can be a confusing and rocky experience.
In this episode, we discuss:
Today's article comes from Medium titled, Carl Jung: The Second Half of Life. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/428
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:36:03
427: Leveraging Your Experiences During Life Transitions to Build a Better Future
3/15/2024
Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way.
Join us as we discuss:
Today's article comes from iflow Psychology titled, Navigating Life Transitions: Expert Tips for Optimising Your Journey and Boosting Personal Growth. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/427
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:30:36
426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD
3/11/2024
Today, I’m talking to Marc Schulz, PhD. In addition to being a practicing therapist, Dr. Schulz is the Associate Director of the Harvard Study of Adult Development, Director of the Data Science program at Bryn Mawr, and former chair of that school’s psychology and clinical development psychology PhD programs.
In this conversation, we dig into his book that he co-authored, The Good Life: Lessons from the World’s Longest Scientific Study of Happiness. I’ve been following this study for most of my career, we’ve referenced it several times on the podcast and I’m thrilled to get a chance to talk to him about it.
In today’s deep dive into the study of happiness, we get into what he’s learned in the twenty years he’s been involved in this program, how he defines the “good life” and what it truly means to be happy, and why we need relationships of all kinds to thrive in our modern world and enjoy a “good life.”
GET A FREE ACCESS TO MARC’S BOOK TITLED, THE GOOD LIFE: LESSONS FROM THE WORLD’S LONGEST SCIENTIFIC STUDY OF HAPPINESS
Here's all you have to do...
In this podcast interview, you’ll learn:
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/426
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:01:03:04
425: Retiring Soon? 9 Retirement Surprises to Consider Today
3/8/2024
Retirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study.
Join us as we discuss:
Today's article comes from The Retirement Manifesto titled, 9 Retirement Surprises. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/425
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:34:42
424: If Stocks Beat Bonds, Why Diversify?
3/1/2024
Don’t believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation.
Join us as we discuss:
Today's article comes from AQR.com titled, Why Not 100% Equities. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/424
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:26:17
423: Reframing the Fears That Could be Holding You Back
2/23/2024
Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we’re born, and why it can continue to plague us throughout our lives.
Join us as we discuss:
Today's article comes from More To That.com titled, Fear Is a Framing Problem. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/423
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:23:02
422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
2/19/2024
Today, I’m talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He’s a contributing author for federal taxation textbooks and has written about our tax system in several journals.
He recently published a white paper called Roth Vs. Traditional Account Contributions and Tax Rate Uncertainty in the Journal of Financial Planning. It’s a fantastic and informative paper, and we wanted to bring David onto the podcast to break his complex argument down into something simpler and allow him to answer your questions.
With that in mind, in this episode, we discuss the difference between different contribution and decumulation strategies with someone who’s implementing them in his own life as we speak, the changing pace of life for new retirees, and how many people use a mix of retirement accounts and tools to avoid costly mistakes in this phase of life.
In this podcast interview, you’ll learn:
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/422
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:42:31
421: What to Consider Before You Hire (or Fire) a Financial Advisor
2/16/2024
Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/421
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:26:22
420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
2/9/2024
Today's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/420
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:36:08
419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
2/5/2024
Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People, or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions You'll Ever Make.
In our conversation, we delved into her book Live Life In Crescendo: Your Most Important Work is Always Ahead of You, which she co-authored with her father Stephen, and was published posthumously as his final book.
We talk about the life lessons Cynthia learned in the Covey household, how to live life with a perennial sense of purpose and play to your strengths, and how having some stress in your life isn't necessarily a bad thing and can actually improve longevity.
GET A FREE ACCESS TO CYNTHIA’S BOOK: LIVE LIFE IN CRESCENDO
Here's all you have to do...
In this podcast interview, you’ll learn:
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/419
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:01:09:47
418: Calculating Investment Returns: How You Average Matters
2/2/2024
Today's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/418
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:18:45
417: What it Means to Age Well: The Power of a Singular Priority
1/26/2024
Today's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money And Life and from A Teachable Moment titled, Years Don't Make You Old. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559.
Show Notes: RetireWithPurpose.com/417
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:00:30:51
416: Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
1/22/2024
Today, I’m talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issue of elder abuse–both physical and psychological–as well as financial exploitation and wrongful deprivation of rights.
She was instrumental in architecting the federal Elder Justice Act. She also founded the DoJ’s Elder Justice Initiative and authored the Elder Justice Roadmap.
In her book, The Measure of Our Age: Navigating Care, Safety, Money, and Meaning Later in Life, she addresses the challenges of aging, how things go wrong, and offers powerful tools we can use to forge better and healthier lives for ourselves, our families, and our communities.
In today’s conversation, MT and I discussed how we can protect our parents and grandparents, what our culture teaches us about aging (and conversely, what aging teaches us), and why it’s a great time to get old–even though our support systems appear to be broken.
GET A FREE ACCESS TO MT CONNOLLY’S BOOK TITLED, THE MEASURE OF OUR AGE: NAVIGATING CARE, SAFETY, MONEY AND MEANING LATER IN LIFE
Here's all you have to do...
In this podcast interview, you’ll learn:
Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559.
Show Notes: RetireWithPurpose.com/416
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Duration:01:03:40