Retire With Purpose - The Retirement Podcast

This week, Casey Weade discusses an article from Kitces, titled " End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts. " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/24   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and...

Nancy Collamer is a coach, consultant, author, speaker and author. She writes about the changing nature of work and retirement for PBS' NextAvenue.org, contributes to Forbes.com, and is the author of Second-Act Careers: 50+ Ways to Profit from Your Passions During Semi-Retirement. There are now more opportunities than ever for people who are leaving full-time jobs but are not wanting to fully exit...

This week, Casey Weade discusses an article from Kiplinger, titled " Young Savers Can't Assume Roths Are Right for Them " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/22   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information...

This week, Casey Weade discusses an article that he wrote for Kiplinger, titled " 5 Tax Strategies for Small-Business Owners " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/21   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement informa...

Garrett Gunderson is the founder and Chief Wealth Architect of Wealth Factory, as well as the New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and 5 Day Weekend: Freedom to Make Your Life and Work Rich with Purpose . Garrett is extraordinary in how he lives his life, fulfills his purpose, and especially how he helps others...

This week, Casey Weade discusses an article from Financial Planning magazine, titled " The No. 1 IRA Mistake. " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/19   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be dau...

This week, Casey Weade discusses an article from Financial Planning, titled " Kitces: Are Retiree Health Care Costs Overblown? " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/18   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement infor...

David Bach's goal in life is to inspire a million women to be smarter with money. He's the co-founder of AE Wealth Management, which oversees over $4 billion in assets, as well as the author of Smart Women Finish Rich , a word of mouth phenomenon that has sold over 1 million copies and is now entering its 63rd printing. Unlike many financial books, it's a nice, neat package that's easy to understa...

This week, Casey Weade discusses an important concept. It's all about  How to Prepare for the Next Financial Storm that's Coming!  Listen in as Casey breaks down this idea and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/16   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement infor...

This week, Casey Weade discusses an article from FinancialPlanning, titled " 5 quirky IRA Rules You Never Heard Of ". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/15   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can...

Todd Tresidder effectively retired at the age of 35 to find a new purpose and to enjoy life day in and day out. He exited the hedge fund management industry to focus on giving impartial advice - unswayed by bias or products to sell - at FinancialMentor.com. There, he has been providing financial education resources, including a number of powerful retirement calculators, since 1998 - well before an...

This week, Casey Weade discusses an article from Fox Business titled " Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP ". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/13   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retir...

This week, Casey Weade discusses 2 different articles. The first is from Motley Fool, titled " Social Security: 3 Things Democrats and Republicans Actually Agree On " and the second is from CNBC, titled " Why Retirees' Tax Rates May Be Higher Than They Expect. " Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com...

Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement research to find practical applications and strategies to help retirees and financial planners alike. He's the Professor of Retirement Income at The American College and the Director of Retirement Research for McLean Asset Management and inStream Solutions. In addition to the Retire...

This week, Casey Weade discusses an article from Kitces.com titled " How Birth Year Shapes A Generational Experience In Stock Market Investing . " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/10   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice an...

This week, Casey Weade discusses 2 different articles. The first is from NerdWallet, titled " Most Americans in the Dark on Key Deductions & Rules" and the second is from Student Loan Hero, titled " 6 Facts Every Parent Should Know About 529 Tax Deductions " Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/09...

Author and educator Emily Guy Birken is on a mission to help people end financial stress. Using her gift for making typically complex financial topics relatable and easy to understand, she's written about parenting and money for Kiplinger's and the New York Times. She's also the author of four books, including The Five Years Before You Retire: Retirement Planning When You Need It the Most - which...

This week, Casey Weade discusses an article from Bloomberg titled " What Helps or Hurts Investment Returns? Here's a Ranking. " Listen in as he breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/07   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement informati...

Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in retirement! To listen to more, visit Howardbailey.com/06   Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the cer...

John Lanza and his wife asked a simple question when their first child was six months old: " How can we raise our kids to be money smart? " Trying to answer it made them realize that there were far more families trying to answer this question than just his. This led him to create The Money Mammals - financial education for children through books, apps, games, videos, and more. His new book is The...

Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in retirement! To listen to more, visit Howardbailey.com/04   Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the cer...

For almost 20 years, three-time author John Leland has been writing about the many different sides of retirement for The New York Times . Right now, more people are living past the age of 85 than any other time in history - and John set out to write a year-long series about them. He wanted to tell stories of people who fell in love in nursing homes, those who never remarried after losing their spo...

Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in retirement! To listen to more, visit Howardbailey.com/02   Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the cer...

At the age of 35, Dr. Kary Oberbrunner left his day job at a nonprofit to pursue his dream job: igniting souls. Through writing, speaking, coaching, he helps individuals and organizations clarify who they are, why they are here, and how they should invest their time and energy. Before this, Kary struggled with stuttering, depression, and had a history of self-injury. Today, as the founder of Redee...