Retire With Purpose - The Retirement Podcast

This is part 3 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about Tax Buckets.  Today's episode can also be accessed by visiting Howardbailey.com/74   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 week, Casey makes...

At some point in almost every single client meeting, we get asked how much health insurance is going to cost, what Medicare costs, how to prepare for long-term care expenses, what to budget for, and what additional coverage they should get. The healthcare space is extremely complex, and that's why Dr. Katy Votava is highly educated within it. A registered nurse with a Ph. D. in healthcare economic...

In this episode of the podcast, we're continuing the conversation we started last week. This is part 2 of a 4-part series covering the Principles of Retirement Planning. Today is all about the 3 worlds of investments.  Today's episode can also be accessed by visiting Howardbailey.com/72   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice a...

Over the next month, we're going to be talking about some of the fundamental principles that will affect your retirement - and we're starting today by tackling the topic of risk. More specifically, there's 3 things that you need to focus on when discussing risk. Find out more during today's conversation.  Today's episode can also be accessed by visiting Howardbailey.com/71   Sign Up to Casey's Wee...

Dr. Robert Delamontagne is a leading expert on the psychological aspects of retirement. He's the author of the Retiring Mind series of books, in which he helps people manage the negative psychological effects they experience after retiring. In today's episode of the podcast, we're digging deep into two books in the series. The first of these is Honey, I'm Home , in which he writes about the heart...

This week's retirement reading is from Forbes, titled How Does Sequence Of Returns Risk Impact Your 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/69   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can...

This week's retirement reading is from Fox Business, titled Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns . 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/68   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial ad...

Everyone wants to live a life of significance - and few people know this better than Dean Niewolny. Dean is the CEO of the Halftime Institute, where he helps people expand their own "first half" success and skills into passion and purpose for meeting human needs and making a difference. In his book Trade Up , Dean takes readers through your "Halftime"—when you pause to consider how to finish the g...

This week's retirement reading is from CNBC, titled I retired at 34 with $3 million—here are 5 downsides of early 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/66   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement...

This week's retirement reading is a little different. Casey is discussing a handful of articles, including "Can Your Clients Pass the Earnings Test?", "White House Considers Capital Gains Tax Break that Would Benefit the Wealthy", and "The Rolling Stones Know What You Need: An Annuity". Listen in as he breaks down each article and shares what he thinks! Today's episode can also be accessed by visi...

George Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest and most profound goals. He helps them to pursue their aspirations, discuss and resolve obstacles, create concrete financial plans, and provides ongoing guidance as they accomplish their objectives. George has published three books on money, including Lighting the Torch , Life Pl...

This week's retirement reading is from Financial Planning, titled Beware the 'Widow's Penalty' Tax Trap .  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/63   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be da...

This week's retirement reading is from Yahoo Finance, titled Why the Buying Power of Social Security Benefits Has Plummeted .  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/62   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement i...

Jean Chatzky is the financial editor for TODAY. By working hard, interviewing some of the brightest minds in the field, building relationships, learning from others, and talking to smart people for a living, she's developed a unique and highly accessible approach to teaching financial literacy, especially for women. In Jean's new book, Women with Money: The Judgment-Free Guide to Creating the Joyf...

This week's retirement reading is from Kiplinger, titled How Worried Should I Be About the 'Tax Torpedo'? .  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/60   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be...

This week's retirement reading is from Financial Planning, titled SEC Passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback .  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/59   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial ad...

Richard Kado is the president of Genesis Financial Development. As part of the team that created the first fixed index annuity, he holds 15 patents on annuity products - more than anyone else in the marketplace - and works closely with Annexus to produce new fixed income products. At nearly 70, he's still doing the work he loves in what he calls semi-retirement, staying very physically active, and...

This week's retirement reading is from Forbes, titled What You Need To Know About Washington State's Public Long-Term Care Insurance Program.  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/57   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice...

This week's retirement reading is from Forbes, titled Could These Two Mega Trends Crush 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/56   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can b...

Lots of retirement research comes from people who are trying to sell you products, but David Blanchett is not that kind of researcher. A CFP, CFA, and PhD, David is Adjunct Professor of wealth management at The American College of Financial Services, a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program, and the head of retirement research for Morningst...

This week's retirement reading is from Kiplinger, titled Retirees, Weigh a Pension Lump Sum Offer Carefully.  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/54   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be...

This week's retirement reading is an article Casey wrote for Forbes, titled Confessions of a Financial Advisor: 3 Mistakes to Avoid.  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/53   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retir...

John Israel is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet … One Card at a Time. Over the course of one year, John wrote five handwritten Thank You cards a day, every day, for 365 straight days. In a world that many believe is less grateful and appreciative than ever before, John's work has truly struck a chord with people, and he'...

This week's retirement reading is from Forbes, titled What Is The "Bucket" Approach Strategy To Retirement Income 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/51   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement inf...

This week's retirement reading is from CNBC, titled More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients . 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/50   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advi...