Retire With Purpose - The Retirement Podcast

When physician Carolyn McClanahan tried to find a financial planner several decades ago, she only encountered investment managers and glorified salespeople. However, these experiences led her to fall in love with financial planning. She's now the Director of Financial Planning at Life Planning Partners in Jacksonville, Florida. She has been quoted in numerous publications, including The Wall Stree...

This week's retirement reading is from Market Watch , titled Try Summing Up Your Retirement Motto in Just 7 Letters. 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/148     Show Notes: Howardbailey.com/148 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Si...

This week's retirement reading is from Barrons , titled Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder .  in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/147     Show Notes: Howardbailey.com/147 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Readi...

Chris Smith is the creator of The Campfire Effect , a proven framework to help entrepreneurs and brands tell their stories. He's since used his experiences in the world of business to create Family Brand , a powerful way for families to discover how to create an intentional culture in their own homes to foster love, joy, and connection. However, before he could help others do transformative work,...

This week's retirement reading is from USA Today , titled How to Plan for a Smaller Social Security Check . 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/145     Show Notes: Howardbailey.com/145 Rate & Review the Podcast: Howardbailey.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

This week's retirement reading is from Ryan Holiday  titled 33 Things I Stole From People Smarter Than Me on the Way to 33 . 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/144     Show Notes: Howardbailey.com/144 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading E...

Rachel Cruze is the #1 New York Times best-selling author of Love Your Life, Not Theirs and Smart Money Smart Kids . Through her books and as the host of The Rachel Cruze Show and its accompanying podcasts, she's dedicated her career to helping Americans learn how to handle money and stay out of debt. She's also Dave Ramsey's daughter, which means that she has an astounding number of stories and l...

This week's retirement reading is from Professor Galloway,  titled Happiness and the Gorilla . 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/142     Show Notes: Howardbailey.com/142 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copi...

This week's retirement reading is from Bloomberg , titled Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free . 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/141     Show Notes: Howardbailey.com/141 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Em...

Marianne Oehser is a certified retirement and relationship specialist who focuses on assisting people find happiness in the post-career phase of their lives. She has dedicated her career to studying how people navigate transitions in adult life, especially retirement, and how they impact our happiness and relationships. In her book, Your Happiness Portfolio for Retirement: It's Not About the Money...

This week's retirement reading is from AARP , titled A Rare Second Chance to Protect Nest Egg Savings . 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/139     Show Notes: Howardbailey.com/139 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

This week's retirement reading is from Market Watch , titled Does Gold Belong in a Retirement Portfolio? 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/138     Show Notes: Howardbailey.com/138 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...

Today's guest is Dwayne Clark. Dwayne is the founder of Aegis Living, a national leader in senior assisted living and memory care, and the winner of Glassdoor's Top 50 Companies To Work For award. He's also an author, playwright, sculptor, podcaster, and much, much more. Dwayne lives what I call the Job Optional lifestyle. He continues to do the things he does because he loves doing them - and has...

This week's retirement reading is from Kitces , titled Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members . 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/136     Show Notes: Howardbailey.com/136 Rate & Review the Podcast: RetireWithPurpose.com/review Sign...

This week's retirement reading is from Forbes , titled 4 Reasons Your Taxes In Retirement May Be Lower Than You Think. 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/135     Show Notes: Howardbailey.com/135 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email!...

Today's guest is John O'Leary. John is an inspirational speaker, blogger, and podcaster, as well as the author of On Fire , a national bestseller. At the age of nine, John survived a fire that burned 100% of his body and left him with a one-percent chance to live. He fought extraordinary odds, won, and now lives his life driven to help others live more inspired lives. In his new book, In Awe: Redi...

This week's retirement reading is from CNBC , titled Your Financial Advisor May Not Actually Be An 'Advisor' . 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/133     Show Notes: Howardbailey.com/133 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting...

This week's retirement reading is from Forbes , titled Is Buying An Annuity In A Bear Market A Good Idea? 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/132     Show Notes: Howardbailey.com/132 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throu...

Today's guest is Dr. Brad Klontz. Brad is a clinical psychologist turned financial planner. He's the Founder of the Financial Psychology Institute® and an Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business. He's also a Managing Principal of Your Mental Wealth® Advisors, a Fellow of the American Psychological Association, and a Former Presiden...

This week's retirement reading is from Forbes , titled Retirement Or A 'Third Act': What Will You Choose ? 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/130     Show Notes: Howardbailey.com/130 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thro...

This week's retirement reading is from The Street , titled The Missing Ingredient in Most Retirement Plans .   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/129     Show Notes: Howardbailey.com/129 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting...

Today's guest is Jason Hartman. Since purchasing his first rental property when he was 20 years old, Jason has been involved in thousands of transactions and owned income properties in 17 cities across 11 states. He's the creator of Jason's Complete Solution for Real Estate Investors, a comprehensive system that gives real estate investors the education, research, resources, and technology to deal...

This week's retirement reading is from Kiplinger , titled   Is Now A Good Time To Invest? 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/127     Show Notes: Howardbailey.com/127 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious a...

This week's retirement reading is from Financial Planning , titled 10 Conversations Advisors Should be Having with Their Clients Right Now . 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/126     Show Notes: Howardbailey.com/126 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's W...

Today's guest is John Tamny. John is a political economist, the editor of RealClearMarkets, the Vice President of FreedomWorks, and a frequent contributor to Forbes among a number of other publications. His most recent book is The End of Work: Why Your Passion Can Become Your Job, where he explores why prosperity and innovation aren't ending American jobs, but making them better. He brings a uniqu...