Retire With Purpose - The Retirement Podcast

This week's retirement reading is from The Street, titled The Mysterious Order of Asset Withdrawal . 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/224 .  Show Notes: Howardbailey.com/224 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...

This week's retirement reading is from FA Mag, titled Deconstructing The Complexities Of Decumulation . 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/223 .  Show Notes: Howardbailey.com/223 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

George Schofield is a professional advisor, navigator, connector, and author. His individual and business leader clients are people working to move beyond habits, patterns, and not knowing what they don't know. He helps them become transformative thinkers, create adaptable plans, ask better questions, adopt great tools, and get unbiased feedback. In his previous appearance on the podcast, we exten...

This week's retirement reading is from Think Advisor, titled How to Prepare for a Retroactive Capital Gains Tax Hike . 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/221 .  Show Notes: Howardbailey.com/221 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! S...

This week's retirement reading is from Collaborative Fund, titled Getting the Goalpost to Stop Moving . 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/220 .   Show Notes: Howardbailey.com/220 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

Karl Pillemer is a leading family sociologist and expert researcher when it comes to aging. He's a Professor of Human Development at Cornell University, as well as a Professor of Gerontology in Medicine at Weill Cornell Medical College.  Over the course of his career, he's focused on how family relationships change over the course of people's lives, working with both families and the professionals...

This week's retirement reading is from The Street, titled Quantifying the Risk-Return Tradeoffs of Investing . 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/218 .   Show Notes: Howardbailey.com/218 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting...

This week's retirement reading is from The Wall Street Journal, titled If Inflation Is Coming, Here Is What to Do About It . 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/217 .   Show Notes: Howardbailey.com/217 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading E...

Today, I'm speaking with Annie Duke. Annie is an author, speaker, and decision strategist. She is also known as the Duchess of Poker, and won a World Series of Poker gold bracelet in 2004 and was the leading money winner among women in WSOP history when she retired from the game in 2012.  She's written a number of books on poker strategy and decision making, as well as an autobiography. In her new...

This week's retirement reading is from Kiplinger, titled Can You Retire with a Nest Egg That's Too 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/215 .   Show Notes: Howardbailey.com/215 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throu...

This week's retirement reading is from Kiplinger, titled The Dimensions of Wealth: Influencing Your Financial Path . 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/214 .   Show Notes: Howardbailey.com/214 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Si...

Dave Jetson is the founder of Jetson Counseling and has over ten years of experience as a professional mental health counselor. Working with his wife, Liz Thorn, they offer a wide array of counseling services, including financial counseling and financial therapy.  Dave has also developed a "Financial Recovery Program" where he helps others address any number of financial issues. He is on a mission...

This week's retirement reading is from Humble Dollar,  titled Sleeping with Cash . 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/212 .   Show Notes: Howardbailey.com/212 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount o...

This week's retirement reading is from Forbes,  titled Could SECURE Act 2.0 Fix The Retirement Crisis? . 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/211 .   Show Notes: Howardbailey.com/211 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...

Today, I'm speaking with Dan Egan. He's the Director of Behavioral Science and Investing at Betterment , where he integrates behavioral finance and passive investment management to help customers achieve their goals. The Betterment platform is designed to help make good behavior automatic and bad behavior difficult, and it's helped his customers avoid reduced returns as a consequence of bad tradin...

This week's retirement reading is from Forbes,  titled When Should You Retire? . 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/209 .   Show Notes: Howardbailey.com/209 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of...

This week's retirement reading is from Forbes,  titled You Need A Little W.H.A.A.M. In Your Retirement Planning . 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/208 .   Show Notes: Howardbailey.com/208 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifti...

Today I'm speaking with Joanne Waldman. At New Perspective Coaching , Joanne provides career, retirement, and life coaching for successful professionals, entrepreneurs, executives, and coaches who want to do and be more. She is the author of Out of The Box Retirement: Creative Ideas, Role Models, and New Possibilities, and for over 20 years, she's been helping her clients clarify their values, dis...

This week's retirement reading is from Forbes,  titled Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings . 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/206 .   Show Notes: Howardbailey.com/206 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Readin...

This week's retirement reading is from Morningstar,  titled How Much Should You Worry About Inflation in 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/205 .   Show Notes: Howardbailey.com/205 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email!...

Elle Martinez is the creator and host of the award-winning site Couple Money , where she is focused on helping spouses come together with their finances. Each week she interviews financial experts and real-life couples who've achieved impressive financial goals like becoming debt free, starting a business, and retiring early. She's also contributed to a number of major media platforms, including B...

This week's retirement reading is from The Street,  titled 5 Easy Ways to Protect Your Retirement Savings From Taxes . 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/203 .   Show Notes: Howardbailey.com/203 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email!...

This week's retirement reading is from Advisor Perspectives,  titled Client Opportunities for Health Insurance Coverage Under the American Rescue Plan . 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/202 .   Show Notes: Howardbailey.com/202 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up...

Anna Rappaport has been researching, writing about, and responding to the changing demographics of our society for over 30 years. With a unique focus on the future of benefits and the implications of an aging workforce. She is widely recognized as an expert in the business, policy and retirement communities and is an award-winning actuary, futurist, executive and trailblazer. For over 30 years, An...

This week's retirement reading is from Seeking Alpha,  titled Retirement: How Much Cash Should You Hold? . 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/200 .   Show Notes: Howardbailey.com/200 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thro...