Retire With Purpose - The Retirement Podcast

This week's retirement reading is from Forbes , titled What You Need To Do If You Lose Your Job ? 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/124     Show Notes: Howardbailey.com/124 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the c...

Today's guest is David Littell. David is the Joseph E. Boettner Chair in Research at the American College of Financial Services, where he teaches and develops courses and textbooks. In fact, he's the co-creator of the Retirement Income Certified Professional (RICP) designation and coordinates its course curriculum! His work has helped countless financial advisors, including myself, better plan for...

This week's retirement reading is from CNBC , titled Coronavirus Relief Bill Relaxes Rules on Retirement 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/122     Show Notes: Howardbailey.com/122 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sift...

Today's guest is Wade Pfau, the Retirement Researcher. He's the author of The Retirement Researcher's Guide Series , a collection of books in which he's explored investment-based strategies, ways to use reverse mortgages to secure your retirement, and much more. Wade has dedicated his career to helping retirees answer tough questions, understand their options, and build financial plans that will t...

This week's retirement reading is from Investor's Business Daily , titled What Goes Down Must Come Up? Not With Stock Market. 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/120     Show Notes: Howardbailey.com/120 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading...

This week's retirement reading is from Financial Advisor Magazine , titled Postmortem Tax Planning For IRA Distributions After The SECURE Act . 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/119   Show Notes: Howardbailey.com/119 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's...

Today's bonus episode is about coronavirus, market volatility, and bear market strategies. Listen in as Casey Weade explains what you should be thinking about when it comes to your money, especially during uncertain times. Today's episode can also be accessed by visiting Howardbailey.com/118 Show Notes: Howardbailey.com/118 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's...

Today's guest is Daniel Crosby. Daniel is the Chief Behavioral Officer at Brinker Capital, where he helps organizations better understand the intersection between minds and markets. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achievi...

This week's retirement reading is from TheStreet , titled Annuity Age Restrictions: Too Old or Too Young ? 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/116     Show Notes: Howardbailey.com/116 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thro...

This week's retirement reading is from CNBC , titled If You'll Still be Working at Age 65, Here's How to Handle Medicare . 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/115     Show Notes: Howardbailey.com/115 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Ema...

David McKnight is a champion for the American people. He's not only warned us all about why we should expect taxes to get higher in the future, he's also taught people how to be in the 0% tax bracket when you retire. It may sound impossible, but today, David's going to walk you through exactly how to do it. David has appeared in Forbes, USA Today, the New York Times , and on CNBC. His bestselling...

This week's retirement reading is from Forbes , titled The Next Big Retirement Threat — Keeping Your Job Past 50 . 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/113   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S....

This week's retirement reading is from Seeking Alpha , titled What if You Retired at Market Peak . 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/112     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a c...

Today's guest is Nate Palmer - NASM certified personal trainer, corrective exercise specialist, and Precision Nutrition Level 1 Coach. He specializes in working with entrepreneurs and business owners to create energy, focus, and a lean, healthy body – that shows up for your work, family, and focus time. Nate's writing has been published in The Huffington Post , T Nation , Muscle & Strength , Askme...

This week's retirement reading is from Forbes , titled Retirement Spending 101: The Do's And Don'ts . 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/110     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain...

As empty nesters, retirees often find themselves in homes that are simply too big. With adult children out of the house, empty bedrooms, and projects that need to get done to keep the property in great shape, continuing to maintain a home that made sense for decades can start to feel like a financial burden and a source of real stress. This is why so many retirees start thinking about downsizing -...

This week's episode covers a client case study. Join Casey Weade as he walks you through his step-by-step process for helping a couple retire with purpose. Today's episode can also be accessed by visiting Howardbailey.com/108   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional*...

This week's retirement reading is from Kiplinger , titled A Widow's Broker Made a Huge Mistake . 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/107     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a cop...

Today's guest is George Schofield – an entrepreneur, consultant, author, and public speaker who helps businesses and individuals develop new, smarter approaches to life planning and retirement. George is one of PBS' Top 50 Influencers in Aging and has written on retirement and financial planning for Fox Business, Yahoo! Finance, Nasdaq, MarketWatch, and Credit.com , among many other outlets. He's...

This week's retirement reading is from HuffPost , titled 4 Reasons to Avoid Multiple Financial Advisors . 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/105     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obt...

This week's retirement reading is from Kiplinger , titled The 9 Types of People You'll Meet 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/104     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may o...

Choosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, not all financial advisors are created equal - and if you're not careful, it could cost you! Today's guest, Brad Johnson is here to offer a unique perspective. Brad is the VP of Advisor Development at Advisors Excel ( the largest independent insurance brokerage firm in the US ) and...

This week's retirement reading is from Forbes , titled How To Turn Your Pension Cash Value Into The Most Retirement Income . 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/102     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside...

This week's retirement reading is from Kiplinger , titled Observations from the Brink of 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/101     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain...

We all know we need to talk to our parents about money. We all know that we need to get their affairs in order in case something happens, especially as they get older. However, life has a tendency to get in the way, we table these conversations for later, and we sweep them under the rug. This is a problem for many reasons, but no fact drives this home faster than a Fidelity study in which 69% of p...