Retire With Purpose - The Retirement Podcast
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.
Cap strategies to maximize your Social Security benefits
10월 15일
I found the conversation conducted between Casey Weade and his guest Nary Beth Franklin to be especially insightful and applicable. As a 64 year old man who his actively planning what "retirement" might hold and consist of, I am taking steps to appropriately plan for my financial needs and best way to achieve them. The information offered by the guest, as well as questions and input provided by the host were invaluable and greatly the best direction I should go regarding this matter. So thanks to Casey for another great episode. Kevin Taylor
Great all around source.
9월 18일
Retirement guidance with emphasis on “purpose” though it covers so much more. Probably best for those nearing (3-5 years)or just at retirement transitions. Some episodes are “not my thing” but I would expect that when they are trying to cover the broad base of retirement questions and concerns.
Fantastic Podcast
10월 12일
You shouldn’t compare a Monte Carlo to a plane crash. Quit calling it “the pod.”
Holistic approach to retirement
9월 17일
I started listening to Casey over a year ago. The information and insights are accessible to non-professionals. But, it's obvious that Casey knows what he's talking about. I, especially appreciate how both financial and psychological (and spiritual) issues are included. I only wish I had started listening before I reached my sixties. I've enthusiastically recommended this podcast to several friends and relatives who are at the same stage of life.
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- 제작진Casey Weade
- 방송 연도2018년 - 2024년
- 에피소드466
- 등급전체 연령 사용가
- 웹사이트 보기