Retire With Purpose - The Retirement Podcast

This week's retirement reading is from USNews , titled What a Cash Out Refinance Means for 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/174     Show Notes: Howardbailey.com/174 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through t...

Danielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare for the costs of healthcare in retirement. In her be...

This week's retirement reading is from UsNews , titled Year-End Retirement Planning Deadlines for 2020 . 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/172     Show Notes: Howardbailey.com/172 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...

This week's retirement reading is from ThinkAdvisor , titled What's Really Guaranteed With Fixed Rate Annuities?   . 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/171     Show Notes: Howardbailey.com/171 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Si...

Today I'm talking with Phil Cubeta. Phil is the Assistant Professor of Philanthropy, CAP® Program Director, and Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services, where he directs and teaches the Chartered Advisor in Philanthropy® program. Phil's work has appeared in T he New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial...

This week's retirement reading is from Bloomberg , titled What If Stocks Don't Always Go Up? Advice for Millennials . 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/169     Show Notes: Howardbailey.com/169 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! S...

This week's retirement reading is from Morningstar , titled What the Coronavirus Means for the Future of Financial 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/168     Show Notes: Howardbailey.com/168 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading...

Today's guest is Jann Freed. Jann is a leadership development consultant and speaker who helps organizations improve employee engagement, navigate change, and develop leadership skills at all ages and career stages.  She specializes in helping employees over the age of 50 find meaning and purpose beyond careers. She uses a concept called the Breadcrumb Legacy, in which people create new meaning fo...

This week's retirement reading is from Kitces , titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis . 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/166     Show Notes: Howardbailey.com/166 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up...

This week's retirement reading is from Kitces , titled The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities.   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/165     Show Notes: Howardbailey.com/165 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Rea...

Jim Bowman is the President of Life Operations at Advisors Excel, and someone I've known for many years. I've spoken to him for many hours about today's topic - life insurance - well before we ever decided to record this podcast and his deep knowledge on the topic has proven hugely valuable to countless advisors - myself included. Life insurance isn't just about ensuring that your family has cash...

This week's retirement reading is from Partners Advantage , titled Does Conflict-Free Advice Exist? 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/163     Show Notes: Howardbailey.com/163 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 Forbes , titled Retirement Tools That Are Misunderstood Yet Useful . 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/162     Show Notes: Howardbailey.com/162 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thr...

Sachin Patel is a functional medicine practice success coach, international speaker, and author. He believes that "The doctor is the future of the patient," and that healthcare practitioners have a responsibility to keep people out of the medical system when possible, empowering them through education, self-care, and a new mindset. Sachin founded the Living Proof Institute when he couldn't find an...

This week's retirement reading is from Investment News  titled 8,000 Days - An Entire Phase of Your Life Waiting to be Invented.  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/160     Show Notes: Howardbailey.com/160 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Read...

This week's retirement reading is from Forbes , titled Do You Believe Fake News About 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/159     Show Notes: Howardbailey.com/159 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the c...

Today's guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She's also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too) , which looks at behavioral and biological investment research to explore...

This week's retirement reading is from Kitces , titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account's Primary Beneficiary . 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/157     Show Notes: Howardbailey.com/157 Rate & Review the Podcast: RetireWithPurpose....

This week's retirement reading is from Market Watch , titled These Boomers Just Made Massive Retirement Mistakes — Don't Be One of Them . 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/156     Show Notes: Howardbailey.com/156 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Week...

Brian Portnoy, Ph. D., CFA is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, executive coaches, and corporate wellness directors. He works to simplify the complex world of money, which he sees as an emotional lightning rod and one of our most nebulous social institutions. He's also the author of The Geometry of Wealth , where he explores...

This week's retirement reading is from Forbes , titled How To Build Social Security's Insecurity Into Your Retirement 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/154     Show Notes: Howardbailey.com/154 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Em...

This week's retirement reading is from Forbes , titled Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story. 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/153     Show Notes: Howardbailey.com/153 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading...

Chris Hogan is a best-selling author, personal finance expert, and a leading voice on retirement, investing, and wealth. As part of the team at Ramsey Solutions, he helps people at all levels, including very high net worth individuals, set meaningful goals and navigate their financial futures. Chris has spoken to many people who think that Social Security will have them covered in retirement. He's...

This week's retirement reading is from Kitces , titled Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions. 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/151     Show Notes: Howardbailey.com/151 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's...

This week's retirement reading is from Forbes , titled Is 55 Too Early To Retire? What You Need To Retire Early . 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/150     Show Notes: Howardbailey.com/150 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifti...