Retire With Purpose - The Retirement Podcast

This week, Casey Weade discusses an article from Forbes, titled 2 Retirement Killers And How To Avoid 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/33 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

When Jim Owen was 70 years old, he saw himself as an old man for the first time. He was 25 pounds overweight. He suffered from chronic back issues, had two shot knees, and struggled with a frozen rotator cuff. He wasn't happy, and he wasn't comfortable - and when he walked into the gym, he couldn't do a single push-up. Jim had spent the last 35 years in the investment world. He served as a partner in and sold three firms, wrote a number of successful books including The Prudent Investor and Cowboy Ethics, and delivered 35 talks a year as an in-demand speaker for a decade. His grueling schedule doing what he loved took a clear toll on his physical health - and in retirement he didn't want to lose what was left of his mobility. Now, at 78, he's in the best shape of his life. He weighs 50 pounds less than he did in high school - and can knock out three sets of 50 push-ups on command. His chronic pains have gone away, and he sees his best days as ahead of him. Today, Jim joins the podcast to talk about his new book, Just Move, the journey he took to turn his physical health around, why exercise is the foundation of the art of aging well, and his mission to help fellow Boomers get active and live their best lives. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/32 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses a client case study outlining how one couple successfully stepped into retirement. Listen in as Casey breaks down the exact steps Howard Bailey took to build out a comprehensive plan. Today's episode can also be accessed by visiting Howardbailey.com/31 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/31 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an article from Kiplinger titled Why Wealthy People May Want to Take Social Security at Age 62. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/30 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/30 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Jamie Hopkins is soon to become the Director of Retirement Research at the Carson Group - and he holds virtually every designation under the sun. He has been the Co-Director of New York Life's Center for Retirement Income, a Professor of the Retirement Income Program at the American College of Financial Services, and helped to create the Retirement Income Certified Professional designation. He was one of my professors as I was getting my education. He's been featured in Forbes, Kiplinger, and served as a Retirement Mentor for Marketwatch. He's contributed to dozens of journals on tax law and retirement income planning, and his newest book, Rewirement: Rewiring the Way You Think About Retirement, explores the difference between - and the different mindsets needed for - retirement income planning and saving for retirement. Today, Jamie joins the podcast to talk about the lessons he learned as captain of the Davidson College swim team training alongside Michael Phelps (and how they shape his work as a financial planner), what he considers to be the greatest accomplishment of his life, why almost everyone is holding some form of digital currency, and how to find a retirement planner who isn't just good - but a fit for your specific needs, situation, and challenges. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/29 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an article from NY Times, titled "Navigating the Financial Side of a Relationship" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/28 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/28 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Hans Finzel hates the term retirement - and he really hates the idea that retired people don't have anything to offer the world. He and his friend Rick Hicks are both PhDs and former CEOs who left their roles as they approached the age of 60, but they now spend their time conducting studies, researching, and writing. In their new book, Launch Your Encore: Finding Adventure & Purpose Later in Life, they share real examples of individuals who have transitioned from full-time jobs to volunteer work, ministry, or even entire second careers. They want you to craft a game plan for life after your main career that will position you to succeed personally and make positive contributions to society - and never think about the idea of retirement the same way again. Today, Hans and Rick join the podcast to talk about why hanging out on the couch for 30 years isn't a viable option, the importance of passing the torch on to others, the dangers of losing touch with the outside world, and a variety of exercises you can use to envision - and realize - your second act, even as you're still in your first. You'll hear a number of stories about highly intentional, powerful encores - and how you can build a healthy, satisfying life in retirement. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/27 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an article from Forbes, titled "New 401(K) Legislation Could Bring Big Changes For Retirement Savers" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/26 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Dirk Cotton was a senior executive at a Fortune 500 company. However, after retiring in 2005, he's found himself busier than ever. He loves to do research, specifically retirement research, and publishes often on his blog, The Retirement Café. He's also a Thought Leader at APViewpoint, Advisor Perspectives' online community of investment advisors and financial planners, and provides retirement coaching services in exchange for pizza, craft beer, and charitable donations, among other gifts. As Dirk sees it, a lot of the best financial advice is only available to people who have lots of money - and that's why the Retirement Café focuses on retirement planning for the unwealthy - or those with less than $100,000 in savings. Dirk came highly recommended by Wade Pfau, and his work has proven highly valuable for his readers and his clients alike. Today, Dirk joins the podcast to talk about how his second act as a retirement coach and researcher began, the dangers in trying to predict the future, and the many factors that people often don't understand or think about as they prepare to retire. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/25 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 the workforce. Nancy, who herself is in her second-act career after working full-time in human resources, has conducted hundreds of interviews with not-quite-retirees, and compiled a hugely valuable career guide for anyone looking to take on fulfilling, profitable, and flexible work during what she calls the "encore stage" of their careers. Today, Nancy joins the podcast to talk about the changing trends in retirement, why we're now seeing more entrepreneurs than ever over the age of 65, the common threads among the working retirees she's met, and the tools she uses to help them find fulfillment at any age. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/23 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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. He has set out to help over 1 million people achieve real financial independence over the course of his lifetime. He knows that it's not just a question of hard work that separates rich from poor - it's a matter of methodology and philosophy - as well as the fact that affluent people often get much better financial advice than everyone else. Today, Garrett joins the podcast to share his story, talk about what retirement really is (including why it can be so wonderful for some and miserable for others), and how to stop doing the things you hate. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/20 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up today by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 understand - and one that I keep around for women and couples who are looking to learn how to create a secure retirement. It's also a vital resource, as $39.6 trillion of the world's wealth is now controlled by women, and that number is estimated to rise to $72 trillion as soon as 2020. David is a very special guest and a great friend. I'm excited to have him on the podcast to talk about the recently updated edition of his book, the life lessons he learned from his self-made millionaire grandmother, and the unique challenges facing women in retirement. For both women facing retirement and the financial planners who might want to work with them, it's a must listen. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/17 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up today by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 anyone else was truly in the online financial education space. Todd has had a long, tough journey to get where he is today. He is rethinking the nature of what retirement truly means and the models we use to determine how much money retirees will need to live comfortably after they quit working their primary jobs. He's also digging deep into why so many retirees become listless and unhappy when they stop working - and exploring the reasons so few people are thinking seriously about living fulfilled lives. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/14 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up today by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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/12 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 Retirement Researcher blog and publishing in many academic and practitioner journals, he is also a monthly columnist for Advisor Perspectives, a RetireMentor for Market Watch, a Wall Street Journal Expert Panelist, and a contributor to Forbes. He is also the author of Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement?: A Guide to Investment-Based Retirement Income Strategies. Though Dr. Pfau is an academic, his books aren't unapproachable: they're easy to read, engaging, and full of useful advice. Today, Dr. Pfau joins the podcast to talk about the research that led to Reverse Mortgages, the key differences between investing before and after retirement, and how to build a more holistic portfolio designed to sustain your lifestyle, even in the face of a market downturn. Get Access to Today's Show Notes To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/11 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 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 it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 is also what we focus on at Howard Bailey Financial. Emily brings something of an outsider's perspective to financial planning, but has the experience, knowledge, and research to help people transition from pre-retirement to retirement, finding purpose, and aligning their assets to defending that purpose at all costs. Today, she joins the podcast to talk about the challenges of preparing for retirement - and how to make them much easier to navigate, no matter who you are or what your situation is. Get Access to Today's Show Notes To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/08 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 Art of Allowance - a short, practical guide for parents to raise money-empowered kids who know how to save, achieve goals, make smart choices, and distinguish between needs and wants. He's been featured in The New York Times, The Wall Street Journal, and The Los Angeles Times. Today, he appears on Retire With Purpose to share stories from his own family and the power of teaching financial philosophy to children - and what he's learned in the process. Get Access to Today's Show Notes To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/05 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 spouse or partner, people who were still together in old age, living with disabilities, facing illness, and more. John expected this to be a series about loss. What ultimately came out of this series, however, is a book entitled Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old. Today, he joins the podcast from the heart of the Times newsroom to share takeaways, stories, and lessons that I found invaluable as a husband, a financial advisor, and a human being. Get Access to Today's Show Notes To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/03 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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 Redeem the Day and Igniting Souls, and the author of several books, including the new edition of Day Job to Dream Job, he helps individuals in both the business and the nonprofit worlds transition into lives that offer them the 3 Fs - Freedom, Finances, and Fulfillment - while addressing their major fears. Today, Kary joins the podcast to talk about his own journey of self-recovery, how he helps people who say "I hate my job and I don't know what to do" find purpose, and what he's doing to make a difference. In a world where so many people who supposedly "have it all" are so unhappy, it's a must-listen - and could very well help you change your life for the Get Access to Today's Show Notes To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/01 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 certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.