Retire With Purpose - The Retirement Podcast

This week's retirement reading is from Nasdaq , titled The Extreme Risk of Trading Your Own Retirement Assets . 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/99     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. ma...

This week's retirement reading is a roundup of 2 different articles. Dealing With Depression In Retirement by Forbes This Retirement Risk Can Kill You - Here's How To Plan For It by Forbes Listen in as Casey Weade breaks down each article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/98   Please note: For this special giveaway of Job Optional*, we do...

While many people devote time to travel after they retire, even more retirees are now finding new countries to call home - to enjoy an even better quality of life and standard of living. In their mid-fifties, Keith and Tina Paul decided to leave Southern California to make Ecuador their home. Before retirement, Keith was the Chief Technology Officer for the University of Southern California Medica...

Today is the continuation of a 6-part series that outlines our retirement planning process. We dive into the sixth step of the process, "Tax Planning" Find out more during today's conversation at  Howardbailey.com/96     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* via eBo...

Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fifth step of the process, "Estate Planning" Find out more during today's conversation at  Howardbailey.com/95     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 Optiona...

Almost every financial advisor faces a time in their career during which their clients' spouses pass away, and many advisors struggle to know how to both provide support and guidance to their newly widowed clients' surviving partners. In fact, as many as 70% of widows change financial advisors after the death of their spouse, and a lack of understanding is almost always the reason. After Dr. Kathl...

Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fourth step of the process, "Growth" Find out more during today's conversation at  Howardbailey.com/93     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* via e...

Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the third step of the process, "Income Planning" Find out more during today's conversation at  Howardbailey.com/92     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 Opt...

The word "retirement" inspires a lot of negative feelings in people of all ages, but especially baby boomers. More than ever, retirees want to be seen as youthful, want to continue to be useful, and want to continue doing something that gives them meaning and purpose. Few people understand this better than Dr. Sara Geber. Sara is the author of Essential Retirement Planning for Solo Agers: A Retire...

This week's retirement reading is from The Balance , titled 4 Big Considerations Before 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/90   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 co...

Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the second step of the process, "Liquidity" Find out more during today's conversation at  Howardbailey.com/89     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...

Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, "When are we going to get to tax strategies? When are we going to get to income strategies?" We discuss all of those things, o...

Today is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series with our first step, "Purpose". Find out more during today's conversation at  Howardbailey.com/87     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* via eBo...

This week's retirement reading is from ThinkAdvisor , titled  12 Reasons LTC Planning Matters to Women . 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/86     Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtai...

Few people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at InvestmentNews , a nationally recognized expert in Social Security claiming strategies, and a frequent public speaker. With a background as a Capitol Hill reporter and experience as a retirement and tax editor at a national magazine, she's an authority on retirement income planning.  T...

This week's retirement reading is from Forbes, titled Setting Up Our Kids For A Successful 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/84   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...

This week's retirement reading is from Kiplinger , titled  Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses . 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/83   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping....

Ken Wimberly hasn't just gone bankrupt - he's lived to tell the tale. After having success in the real estate industry, overspending and the Great Recession forced Wimberly to shrink his financial life and pay off hundreds of thousands of dollars in debt.  As he rebuilt his financial life, Ken also founded Legacy of Love : a digital parent-to-child or grandparent-to-child journaling platform. It's...

This week's retirement reading is from Kiplinger , titled Lower Your Expectations for Returns Over the Next Decade . 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/81   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 ThinkAdvisor , titled ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why . 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/80   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the...

As more and more adults of retirement age take on new challenges, embark on second-act careers, and pursue far more than just a life of cocktails and travel, the language around aging and retirement is changing. Few understand this better than Karen Sands, who is a true "new age retiree." In her book, The Ageless Way , Karen proposes that women choose not to deny nor be defined by their age, but t...

This week's retirement reading is from Forbes, titled A Recession Won't Wreck Your Retirement...But This Will . 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/78   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may...

This week's retirement reading is a roundup of 4 different articles. A Mexican Hospital, American Surgeon, and a 5,000 cheque by New York Times IRS Ruling Could Alter RMD Timing by Think Advisor 3 Retirement Myths Debunked by Barrons Nervous Retirees Are Too Scared to Spend by Bloomberg  Listen in as Casey Weade breaks down each article and shares what he thinks! Today's episode can also be access...

For the first time in history, there are more people over the age of 60 than under the age of 18. As we strive for longevity, this number will continue to rise - and whether we like it or not, it's going to have a major impact on our economy and society as a whole. Which is the topic of today's discussion with Marc Freedman. Marc is the President, CEO and Founder of Encore.org, a renowned social e...

This is part 4 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about the purpose of your money.  Today's episode can also be accessed by visiting Howardbailey.com/75   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each wee...