Retire With Purpose - The Retirement Podcast

Casey Weade
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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 Founder 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. ©2024 HOWARD BAILEY FINANCIAL, INC.

  1. 2 DAYS AGO

    The Reality of Investment Risk: Why Low Probability of Loss Doesn’t Equal Low Risk

    What determines financial “success”? A major factor includes your ability to play financial defense and minimize the severity of potential investment failure.    In this episode, we discuss:   The definition of “investment risk” How to factor statistical anomalies into your investment plan What it means to mitigate risk in your retirement strategy Today's article is from Enterprising Investor titled, Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing. 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/474 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

    24 min

  2. DEC 13

    Retirement Tax Planning: Exploring the Impact of a Republican Trifecta on Your Taxes and Bottom Line

    With the 2024 presidential election now behind us, what does that mean for the future of tax policies, tax rates, and their impact on your lifelong savings?  In this episode, we discuss:   A brief history of tax policy changes Impact of the Tax Cuts and Jobs Act (TCJA) Potential results of the set TCJA 2026 expiration State and local taxes (SALT) cap changes Today's article is from Kitces.com titled, 2024 Election: Evaluating The Impact Of A (Likely) Republican Trifecta On The TCJA Sunset And Tax Planning. 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/473 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

    30 min

  3. DEC 9

    Creating Financial & Life Freedom to Live Authentically in Retirement with George Kinder

    Today, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspiration to our work at Howard Bailey. He’s also one of Professional Adviser’s 50 Most Influential People, the founder of the Kinder Institute of Life Planning, and the author of several books. In today’s conversation, George and I dive into his newest book, The Three Domains of Freedom: Each Moment is Yours, Your Life Is Yours, Civilization Is Yours. In his book, George shares his expertise on mindfulness and life planning to help others discover their life’s purpose and find a deeper connection to their values and aspirations. In our conversation, we explore the difference between freedom in finance and freedom in life, what it means to live authentically in retirement, and the questions and practices that anyone can use to embrace the freedom of moments, life, and civilization. GET FREE ACCESS TO GEORGE’S BOOK TITLED THE THREE DOMAINS OF FREEDOM: EACH MOMENT IS YOURS, YOUR LIFE IS YOURS, CIVILIZATION IS YOURS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: The connection between Buddhism and life planning. Why George thinks working with financial clients without asking the important questions that goes into life planning is a disservice. How presence, purpose, and meaning define who we are and how we live.  The benefits of mindfulness practices–and how George uses his to show up in the present moment regardless of external circumstances.  How to stop money from becoming an obstacle to freedom.  Why continuing to work can be part of your financial freedom if you truly love what you do.  Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/472 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

    56 min

  4. DEC 6

    3 Practices to Strengthen Relationships and Create a Meaningful Holiday Season

    The holiday season is often expected to be joyful, but it can also bring feelings of sadness and anxiety for many. So how can you foster more positivity and elevate your experience this holiday?  In this episode, we discuss:   How to make holidays intentional with family and friends Ways to embrace gratitude to cultivate connection What it means to truly be present We're changing things up today and won't be discussing an article. Instead, Casey Weade is joined by Les McDaniel to talk about 3 practices to strengthen relationships and why this is such a meaningful topic this time of year. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/471 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

    23 min

  5. NOV 29

    Stock Market Return Projections: How Should You Plan for the Future?

    What long-term market returns should you assume for your retirement portfolio? Much like market performance, the answer isn’t always clear-cut.   In this episode, we discuss:   Average vs. actual market returns The Retirement Red Zone’s impact on market returns How to factor inflation into returns How to gauge “odds of failure” Today's article is from The Best Interest blog titled, What Long-Term Stock Returns Should I Assume in My Plan? 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/470 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

    30 min

  6. NOV 22

    Freedom After 50: 7 Habits for a Happy Retirement

    What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear vision and commitment to growth.  In this episode, we discuss:   How to define freedom, happiness, and joy The 70/30 rule and how it can help you be more time intentional What it means to “live generously” Today's article is from our very own blog titled, Freedom After 50: 7 Habits for a Happy Retirement. 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/469 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

    31 min

  7. NOV 18

    The Psychology of Spending More in Retirement to Increase Happiness with Dr. Michael Finke

    Today, I’m talking to Dr. Michael Finke. Michael is the Professor of Wealth Management at the American College of Financial Services. His research is focused on retirement income planning, retirement spending, life satisfaction, cognitive aging, and investor behavior. He’s published over 50 peer-reviewed articles, and I’m thrilled to have him back on the podcast today. One aspect of retirement that many retirees struggle with is spending money that they’ve saved. It’s a mental block for many who have focused on saving money, even for those who have saved enough to live comfortably and enjoy their retirement years. For some, spending money on leisure and enjoyment seems like an irrational financial decision. In our conversation, we explore the link between human nature and finance and why the fear of death and running out of money prevents us from making rational financial decisions. We also discussed the pros and cons of annuities and how retirees are often happier with guaranteed income versus a larger nest egg. In this podcast interview, you’ll learn: How Dr. Finke’s early research into food consumption led him to a career as a finance professor. Reasons why so many people are uncomfortable spending down in retirement–and how to restructure your finances to shake common misconceptions.  The benefits of spending more in your 60s and 70s–even if you plan to live to 100.  The advantages of annuities and guaranteed income in early retirement years. The psychology behind how using guaranteed income for spending leads to increased happiness.  The key factors that determine happiness for countless retirees all over the world.  Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/468 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

    59 min

  8. NOV 15

    Financial Independence vs. Financial Security: Do You Need Both?

    If you have financial independence, does that mean you also have financial security? Or does it work the other way around? Truth be told, these terms have different roles in your financial life.   In this episode, we discuss:  Characteristics of financial independence vs. security Emotions of financial security How financial independence and security changes in retirement Today's article is from Mark Newfield's Substack titled, Love or Confusion? 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/467 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

    18 min
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4.8
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About

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 Founder 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. ©2024 HOWARD BAILEY FINANCIAL, INC.

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