Retire With Purpose - The Retirement Podcast

Don't believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation.  Join us as we discuss:  Balancing risk and return Building a portfolio based on your unique needs Utilizing modern tools that go beyond stocks and bonds Today's article comes from AQR.com  titled,  Why Not 100% Equities .  List...

Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we're born, and why it can continue to plague us throughout our lives.  Join us as we discuss:  The role that expectations play in our fears How looking to the future or revisiting the past can reintroduce fear The areas we can control in our present life to help mitigate fear Today's article com...

Today, I'm talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He's a contributing author for federal taxation textbooks and has written about our tax system in several journals.  He recently published a white paper called Roth Vs. Traditional Account Contributions and Tax Rate...

Today's article comes from Kiplinger  titled,  Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It) .  Listen in as Founder and CEO of  Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register....

Today's article comes from Psyche.co  titled,  How to Feel Less Lonely as You Get Older .  Listen in as Founder and CEO of  Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes:   Howardbailey.com/420 Ra...

Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People , or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions You'll Ever Make.   In our conversation, we delve...

Today's article comes from Fortunes & Frictions titled,  How You Average Matters.  Listen in as Founder and CEO of  Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes:   Howardbailey.com/418 Rate & Rev...

Today's articles come from Forbes titled,  The Surprising Power Of A Singular Priority In Money An d Life and from A Teachable Moment titled,  Years Don't Make You Old. Listen in as Founder and CEO of  Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Also, our Market Outlook Webinar is c...

Today, I'm talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issue of elder abuse–both physical and psychological–as well as financial exploitation and wrongful deprivation of rights.  She was instrumental in architecting the federal Elder Justice Act. She also founded the DoJ's Elder Justice Initiative and authore...

What does it look like to build your own life strategy, and why do you really need one? In this episode of the Retire With Purpose Podcast , we're exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life. Today's article comes from the Harvard Business Review titled,  Use Strategic Thinking to Create the Life You Want. L...

This week's retirement reading is from Of Dollars And Data titled, Will 2024 Be an Up Year for the 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/414 .  Our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-955...

Today, I'm speaking with Krista St-Germain. Krista is a Master Certified Life Coach, grief expert, and host of the  Widowed Mom Podcast , where she specializes in helping widows move forward and love their life again. When her husband was killed by a drunk driver just 3 ½ months after their wedding, her life was flipped upside down. As she worked through her loss, she realized that she can leverag...

This week's retirement reading is from Vox titled, It's Okay to Suck When You Try Something New.  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/412 .  Show Notes:   Howardbailey.com/412 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through t...

This week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide.  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/411 .  Show Notes:   Howardbailey.com/411 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's Wee...

Today, I'm speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and has helped thousands of clients with their estate and tax planning needs, in addition to businesses and nonprofit entities. He's the co-creator of the Entrusted Planning™ process and the co-author of two books...

This week's retirement reading is from Advisor Perspectives titled, Guaranteed Lifetime Income is a Better Solution than Taxable Bonds. 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/409 .  Show Notes:   Howardbailey.com/409 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's We...

This week's retirement reading is from Mr-Stingy.com titled, The "What I Don't Want" List. 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/408 .  Show Notes:   Howardbailey.com/408 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 the Darius Foroux blog titled,  Understanding and Overcoming FOBO (Fear of Better Options). 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/407 .  Show Notes:   Howardbailey.com/407 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's Weekend...

Today, I'm talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey–he's experienced it himself.  His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You're Retiring . We're going to dig into what these four phases a...

This week's retirement reading is from Seeking Alpha titled,  The Illusion Of Security In Investing. 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/405 .  Show Notes:   Howardbailey.com/405 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...

This week's retirement reading is from Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? 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/404 .  Show Notes:   Howardbailey.com/404 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throu...

This week's retirement reading is from The Root of All blog titled, The Dark Side of Money .  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/403 .  Show Notes:   Howardbailey.com/403 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the c...

Today, I'm talking to Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn't walk up and down stairs, and feared she may suffer from additional health issues in the future.  She enlisted her daughter and fitness trainer, Michelle, to help and achieved astoundin...

This week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have It .  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/401 .  Show Notes:   Howardbailey.com/401 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's W...

This week's retirement reading is from Mr-Stingy titled,  A Bit of a Bad Thing  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/400 .  Show Notes:   Howardbailey.com/400 Rate & Review the Podcast:   RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount...