Retire With Purpose - The Retirement Podcast

Today's guest is Dorian Mintzer. Dorian is a world-class retirement coach, a doctor of philosophy, and the founder of Revolutionize Retirement. Dorian believes that our bonus years are a time to learn, grow, and evolve–and that we need to live our lives with intention, not regrets. She helps her clients discover their gifts, live their purpose, and make a difference in their world. As new parents...

This week's retirement reading is from A Wealth of Common Sense titled, Inflation vs. Stock Market Returns . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/248 .  Show Notes: Howardbailey.com/248 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thr...

This week's retirement reading is from Morning Star   titled, The Good News for Upcoming Retirees . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/247 .  Show Notes: Howardbailey.com/247 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...

Today, I'm talking to Dick (Richard) Weber. Dick is the founder of The Ethical Edge, a fee-for-service consultancy with a unique focus on life insurance. His company provides clients with a wide array of services, including life insurance policy management with both a technical and due diligence perspective on legal cases pertaining to life insurance. Before launching his own company, Dick spent 2...

This week's retirement reading is from FA Mag   titled, For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/245 .  Show Notes: Howardbailey.com/245 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's W...

This week's retirement reading is from Forbes   titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/244 .  Show Notes: Howardbailey.com/244 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Ema...

Dr. Gillian Leithman, PhD is an adjunct professor at the John Molson School of Business, as well as a researcher and expert uniquely focused on helping employees as they transition from the working world into retirement.  She's facilitated programs for a wide variety of businesses and organizations, including Bell Canada, TD Canada Trust, Telus, Business Development Canada, SAP, Moody's, and the R...

This week's retirement reading is from Kiplinger titled Financial Conversation Starters for Couples . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/242 .  Show Notes: Howardbailey.com/242 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through th...

This week's retirement reading is from Advisor Perspectives , titled   Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/241 .  Show Notes: Howardbailey.com/241 Rate & Review the Podcast: RetireWithPurpose.com/review Sign U...

Today I'm speaking to Laurence (Larry) Kotlikoff. Larry is a professor of economics at Boston University, a New York Times best-selling author, and the president of Economic Security Planning, where he works to produce powerful personal financial planning tools.  For much of his career, including two Presidential runs in 2012 and 2016, he's been uniquely focused on personal finance and economic re...

This week's retirement reading is Kiplinger , titled 3 Ways Early Retirees Can Minimize Their Health Insurance Costs . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/239 .  Show Notes: Howardbailey.com/239 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! S...

This week's retirement reading is Forbes , titled What The New Outlook For Social Security Means For You . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/238 .  Show Notes: Howardbailey.com/238 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throu...

Today, I'm speaking with Richard Haiduck. Richard is a real-life retiree not just living out their dream, but helping so many others elevate their experience in retirement. He's challenged the boundaries of his own retirement, using the freedom of the blank slate to prioritize what matters most to him. In his book, Shifting Gears , he speaks to 50 Baby Boomers about their journeys into the world o...

This week's retirement reading is from Of Dollars And Data, titled My Investing Nightmare . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/236 .  Show Notes: Howardbailey.com/236 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious...

This week's retirement reading is from Kitces, titled Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/235 .  Show Notes: Howardbailey.com/235 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Em...

Today, I'm speaking with Bob Foley. Bob has helped launch billion-dollar companies, several nonprofits, and worked for many major brands in the country. His current venture and sole focus is Legacy Transition Coaching, where he helps his clients focus on the non-financial aspects of retirement, to let go of their corporate identities, and create a new life on their own terms.  Bob thinks about ret...

This week's retirement reading is from Market Watch, titled How Can I Make Sure The Money I've Saved Will Last My Whole Retirement? . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/233 .  Show Notes: Howardbailey.com/233 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend R...

This week's retirement reading is from  Morning Star, titled My 'Too Hard' Pile Is Pretty Big . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/232 .  Show Notes: Howardbailey.com/232 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copi...

Today, I'm speaking with Joe Casey. Joe is an Executive Coach and Retirement Coach with extensive experience navigating transitions, both in his own life and with his clients. At the age of 52, he retired early from his career in Human Resources at Merrill Lynch to become an executive coach. Since then, he has dedicated his life to helping people create successful second act careers and get the mo...

This week's retirement reading is from the Wall Street Journal, titled What's the Ideal Asset Mix in Retirement? Is It 70/30? 60/40? . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/230 .  Show Notes: Howardbailey.com/230 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend...

This week's retirement reading is from Morningstar, titled What I Learned From My 'Faux-tirement' . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/229 .  Show Notes: Howardbailey.com/229 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...

Today, I'm speaking with Kary Oberbrunner. Kary is the CEO of Igniting Souls Publishing Agency. He's also an author, coach, and international speaker who helps people clarify who they are, why they're here, and where they're going so they can become souls on fire, experience unhackability, and share their message with the world. In the past twenty years, he's ignited over one million people with h...

This week's retirement reading is from Reuters, titled Overthinking Your Money: Avoiding Analysis Paralysis . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/227 .  Show Notes: Howardbailey.com/227 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting th...

This week's retirement reading is from Think Advisor, titled Kitces: The Big Problem With 'Risk Tolerance' . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/226 .  Show Notes: Howardbailey.com/226 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thr...

David McKnight is on a mission to protect your retirement savings from the impact of rising taxes. With over two decades of experience, David has helped put thousands of Americans on the road to the zero percent tax bracket.  He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, In...