Retire With Purpose - The Retirement Podcast

In today's conversation, I'm joined by Cindy Hounsell. Cindy is the President of the Women's Institute for a Secure Retirement (WISER), a nonprofit working to help women secure retirement income and educate people about the inequities that disadvantage women when they retire. You may have encountered Cindy's amazing work in a wide variety of publications, including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, Barrons, U.S. News and World Report, CNN, CNBC, and NPR's 1A, All Things Considered, Morning Edition and Marketplace. She's also been named as an Influencer in Aging by PBS-Next Avenue, received a lifetime achievement award by the Plan Sponsor Council of America, and been named by Money magazine as one of its 40 Money Heroes. In our conversation, Cindy and I dive into the major shifts in women's finances and retirement today. We discuss the pros and cons of saving for retirement as a woman, how things are changing in the era of stay-at-home parents of both sexes, and what all women should know about creating a financial plan. In this podcast interview, you'll learn: How Cindy's own experience at an airline that froze pensions inspired her to launch a career in retirement. What you can do for your children and grandchildren to help them become more financially literate. Why it's so important to get your paperwork in place, no matter how good your relationship (or life) seems right now. What you should know about the retirement-related bills currently moving through Congress. What Cindy would like to see happen in the years (and decades) to come to empower women when it comes to their own finances. Show Notes: Howardbailey.com/315 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Advisor Perspectives titled, Five Things to Evaluate in a Tax-Managed Investment Strategy. 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/314. Show Notes: Howardbailey.com/314 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from The Best Interest blog titled, The Perfectly Imperfect Investor. 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/313. Show Notes: Howardbailey.com/313 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm speaking with Chris Farrell. Chris is a leading expert on the subject of working into the years we once called traditional retirement. In his most recent book, Purpose and a Paycheck: Finding Meaning, Money, and Happiness in the Second Half of Life, he debunks the myth that aging populations are a burden on our economy–and demonstrates how "retirees" can create, innovate, and stay engaged. You may have encountered Chris's work as a journalist for PBS Next Avenue and the Star Tribune, a contributor to Bloomberg Businessweek, The New York Times, Kiplinger's, and other publications. Or perhaps as a commentator on Marketplace Morning Report, or as the host of Conversations on the Creative Economy on Minnesota Public Radio. I'm a big fan of his work and thrilled to chat with him today. In this conversation, Chris shares the story of how he went from being a merchant seaman to getting his graduate degree at the London School of Economics, why aging populations aren't dead weight, and how retirees can discover newfound purpose–and make a difference–while contributing to the economy later in life. One more thing before we get started. We've got a bunch of copies of Chris' book, Purpose and a Paycheck: Finding Meaning, Money, and Happiness in the Second Half of Life and we're going to send them out until they're all gone! Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! In this podcast interview, you'll learn: What led Chris to become so interested in writing about retirement, happiness, meaning, and purpose. How an aging population and a low birth rate are fundamentally shifting our economy. Why more people in their 50s and 60s are starting businesses now than ever before–and why so many people who opt for traditional retirement "unretire" within just a few years. How retirees can pass on knowledge to younger generations and leave behind a personal and professional legacy. The importance of budgeting for health care coverage for retirees looking to bridge the gap when retiring before age 60. Show Notes: Howardbailey.com/312 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Of Dollars and Data titled, Should You Die With Zero? 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/311. Show Notes: Howardbailey.com/311 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Fortunes & Frictions titled, Is It Time To Sell Stocks? 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/310. Show Notes: Howardbailey.com/310 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to David Walker. David served as Comptroller General of the United States under both Bill Clinton and George W. Bush. Since leaving government in 2008, he has been focused on spreading awareness and talking about the national debt. He was the subject of the film I.O.U.S.A., named by Roger Ebert as one of the best documentaries of 2008, and is the author of a number of books, including Comeback America: Turning the Country Around and Restoring Fiscal Responsibility. I saw David speak back in 2010, and I've always been a huge admirer of his work. He's a huge believer in the importance of reeling in our debt. In his new book, America in 2040: Still a Superpower? A Pathway to Success, he compares the United States to the Roman Empire in decline and the steps that we can take to avoid that outcome. In today's conversation, David and I dive deep into the matter of the national debt. You'll learn not just why David thinks debt matters, but how it impacts us as individuals–and what we can do about it. You'll learn about how our national debt, high taxes, and inflation are all inextricably linked, the policies that need to change, and how to factor the challenges that might come into your retirement plan. GET A FREE COPY OF DAVID'S BOOK, AMERICA IN 2040: STILL A SUPERPOWER? A PATHWAY TO SUCCESS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! In this podcast interview, you'll learn: Why David believes a constitutional amendment is the only thing that might get our national debt under control. How debt contributes to out of control inflation and recession. Why taxes are all but guaranteed to go up so long as we fail to address our national debt. What needs to happen to reel in healthcare and education costs. How David has planned for retirement–and what retirement means to him. Show Notes: Howardbailey.com/309 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from the A Teachable Moment blog by Tony Isola titled, Investors Need Some Cosmic Insignificance Therapy. 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/308. Show Notes: Howardbailey.com/308 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Fortunes & Frictions titled, More Hemingway, Less Faulkner. 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/307. Show Notes: Howardbailey.com/307 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Chip Conley. Chip founded Joie de Vivre Hospitality at the age of 26, turned it into the second largest boutique hotel brand in America, and sold the business 24 years later. Soon after, the founders of Airbnb came to him for advice, and he joined them as their Head of Global Hospitality and Strategy before settling into a role as their Strategic Advisor for Hospitality and Leadership. He's also the founder of Modern Elder Academy, the world's first "midlife wisdom school," with a campus in Baja California Sur and one soon to open in Santa Fe. In his most recent book, Wisdom at Work: The Making of a Modern Elder, Chip writes about the value of humility, emotional intelligence, and wisdom–and how companies like Airbnb benefit from skills that can only come with age. In this conversation, Chip and I discuss the identity crises that come with exits of all sizes and the lessons he learned by joining Airbnb, how our calling evolves over the course of our lives, and how to find (and take advantage of) the incredible opportunities that life transitions give us. GET A FREE COPY OF CHIP'S BOOK, WISDOM AT WORK! Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! In this podcast interview, you'll learn: What it means to be a modern elder. The difference between calling, purpose, and meaning. How Chip is working to teach wisdom at Modern Elder Academy. What midlife is and isn't–and why Chip believes "midlife crisis" to be a misnomer. The equations that can help us identify (and learn from) our emotions. Chip's advice for anyone over the age of 50 who's thinking about taking a big leap. Show Notes: Howardbailey.com/306 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces titled, Why Tax-Loss Harvesting During Down Markets Isn't Always A Good Idea. 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/305. Show Notes: Howardbailey.com/305 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Kiplinger titled, An Easy Way to Find How Much You Will Spend in 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/304. Show Notes: Howardbailey.com/304 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm speaking with Professor Jeremy Siegel. Jeremy was the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania for many years and now is the Senior Investment Strategy Advisor to WisdomTree. He makes regular appearances to share his expertise on the state of our economy and financial markets. You've likely seen him on CNN and CNBC, or perhaps you've read his columns for Kiplinger's Personal Finance or Yahoo! Finance. Jeremy Siegel has been called one of the best stock watchers alive. With interest rates and inflation seemingly out of control right now, Jeremy's expertise has been in great demand, and I'm thrilled to have the opportunity to have the man who identified what we now know as Siegel's paradox on the podcast. In this episode, you'll hear his thoughts on how we should be consuming the information that we see on TV and read online to make better decisions, the circumstances that have put us in what he defines as a "mild recession," and the moves he's making at WisdomTree, where he's been managing funds for almost twenty years and so much more! In this podcast interview, you'll learn: Why Jeremy doesn't believe the markets are anywhere near as overvalued as they were at the height of the 2000-era dot com bubble. How to consume information about the markets to make better investment decisions. Why markets overreact to both upturns and downturns in our economy. Why so many mutual funds underperform against the index–and how to seek out passive and low-cost growth opportunities. Why real estate has historically been much more volatile than it looks right now and may be a poor choice for diversification. Show Notes: Howardbailey.com/303 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from A Wealth of Common Sense titled, What's Priced Into 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/302. Show Notes: Howardbailey.com/302 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Noahpinion titled, Where does the wealth go when asset prices go down? 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/301. Show Notes: Howardbailey.com/301 Rate & Review the Podcast: RetireWithPurpose.com/review 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

My guest today is Bari Tessler. Bari is a Financial Therapist and the Founder of The Art of Money. She's a pioneer in the financial therapy field and the author of The Art of Money: A Life-Changing Guide to Financial Happiness. Bari's mission is to merge emotional literacy with financial literacy, to help her clients understand the role money plays in careers, romance, parenting, creativity, spirituality, health, self-worth, and how we show up in the world. This work gives people the power to "unshame" their money stories, whether they're struggling as individuals, couples, or creative entrepreneurs. In our conversation, Bari and I discuss how her unique practice helps her clients work through so many of the problems that arise around money, the three phases of her financial therapy methodology, and why it's so important that we do away with the taboos around talking about money. GET A FREE COPY OF BARI'S BOOK, THE ART OF MONEY: A LIFE-CHANGING GUIDE TO FINANCIAL HAPPINESS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! In this podcast interview, you'll learn: What financial therapy is, and why almost everyone could benefit from it. Techniques you can use right now to check in with yourself as you make important decisions, financial or otherwise. The three phases of Bari's financial therapy methodology. How something as simple as renaming our debt gives us the freedom to create a plan to pay it off and forgive ourselves. The three tiers that make up Bari's financial map of intention–and why she doesn't call it a budget. Show Notes: Howardbailey.com/300 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger titled, The 5 Biggest Regrets People Have About 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/299. Show Notes: Howardbailey.com/299 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Compound Advisors titled, The Greatest Paradox in Markets. 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/298. Show Notes: Howardbailey.com/298 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Ryan Frederick. He's the founder of SmartLiving 360, where he helps people answer the tough questions that come with living in an age where everyone is living longer. He believes that while retirees can thrive, their lifestyle choices will have more impact than ever before on just how healthy and satisfying their retirement will be. Ryan has been focused on the challenges facing people who relocate in retirement for much of his life. In fact, he lived in a senior housing community in his twenties! With over 15 years of experience, he's become an innovator, developer, and strategy consultant in aging and longevity. His work has been cited in Forbes, The Washington Post, and several other outlets. In this episode, Ryan and I dig into many great topics, including the age segregation that has unfortunately come to define the senior living industry. We'll also discuss how empty nesters and retirees can find a happier and healthier place in retirement when looking to make a move and how to take the principles of Blue Zones and apply them to your own life, even if relocating to Greece isn't in the cards. GET A FREE COPY OF RYAN'S BOOK, RIGHT PLACE, RIGHT TIME: THE ULTIMATE GUIDE TO CHOOSING A HOME FOR THE SECOND HALF OF LIFE Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! In this podcast interview, you'll learn: What Ryan learned from residing in a senior living facility in his twenties. Why Ryan says "place" instead of "home" – and how the pandemic has made it so much harder for people to find real connection. How to use the SmartLiving 360 assessment to determine if you're thriving in place–and what to do if you're not. Why people are least happy in their 40s and 50s and often find happiness again later in life. How to conquer your fears when you know you need to make a change, but don't yet know what that change should be. The apps Ryan and his wife use to track their activities and ensure they're spending their time wisely Show Notes: Howardbailey.com/297 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces titled, How To Use Economic Context In Retirement Income Decision-Making. 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/296. Show Notes: Howardbailey.com/296 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from The Belle Curve titled, Get Even-itis. 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/295. Show Notes: Howardbailey.com/295 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Just a few short weeks ago, on the Retire with Purpose podcast, I spoke to author and Master Career Counselor Richard Leider. If you missed our first conversation, you can check it out here. In that episode, we talked about the Napkin Test: a powerful tool that Richard created to help people clarify their purpose and find fulfillment in their personal and professional lives. After our interview, Richard proposed that we have a listener join us for a special live episode. He offered to give one of our listeners the unique opportunity to take the Napkin Test with his guidance, and I couldn't have been more excited. With that in mind, I'd like to introduce you to our special guest, Yvette Francino. Yvette is one of our subscribers and the founder of Carpe Diem Day, where she blogs about living life to the fullest and inspires others to do the same. In this special episode, which was recorded Live on Facebook, you'll get to hear Yvette in conversation with Richard as they use his powerful framework in real-time. You'll learn how the Napkin Test works in practice, and the questions you and a partner can ask to discover your gifts, passions, and values, regardless of your age or career. In this podcast interview, you'll learn: The four characteristics of the Good Life. Why so many retirees who move to the most beautiful places on earth end up moving back home within a year. How Richard defines purpose as we live it each and every day. How the Napkin Test can help you reflect, connect, explore, choose, repack, and act as you search for purpose and a way forward. How to unpack your life experiences as you create new ones. Show Notes: Howardbailey.com/294 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Advisor Perspectives titled, Why Volatility is the Wrong Measure of Investment Risk. 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/293. Show Notes: Howardbailey.com/293 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Creative Planning titled, Markets In Turmoil. 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/292. Show Notes: Howardbailey.com/292 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Richard Leider. For over 40 years, Richard has been a Nationally Certified Master Career Counselor at Inventure – The Purpose Company. Richard has been studying purpose (and the purpose of movement) for decades. He's led expeditions around the world, climbed Kilimanjaro, and shared his insights in a powerful TEDx talk. He's also the author of 11 books, including three bestsellers. In his most recent work, Who Do You Want To Be When You Grow Old?: The Path of Purposeful Aging, he invites readers to grow old on purpose and chart a path to elderhood with choice, curiosity, and courage. He explores why purposeful aging is both accessible to all and fundamental to health, happiness, and longevity–and how to authentically become the person you were always meant to be. I was introduced to Richard's work by Avivah Wittenberg-Cox, and now I'm a huge fan. In our conversation, we discuss the expeditions he's led in Tanzania, how he's helped people to find their new purpose and meaning in their post-career lifestyle, and how to reframe your life to focus on your greatest gifts. GET A FREE COPY OF RICHARD'S BOOK, WHO DO YOU WANT TO BE WHEN YOU GROW OLD?: THE PATH OF PURPOSEFUL AGING Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! In this podcast interview, you'll learn: Why Africa is a popular destination for many people on their journeys to find purpose and meaning. The three M's that Richard sees as essential to living with purpose. The differences between purpose, meaning, and calling. How to use the Napkin Test to identify your gifts. Why only one in three people has a clear reason for getting up in the morning–and how to clarify your purpose each day. Show Notes: Howardbailey.com/291 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Barron's titled, Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips. 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/290. Show Notes: Howardbailey.com/290 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Kitces titled, The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies 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/289. Show Notes: Howardbailey.com/289 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd's Eye View blog, and a regular contributor to ThinkAdvisor. He's also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to industry professionals. Jeff is a thought leader in the field of evidence-based planning concepts and strategies and excels at distilling complex financial laws and policies into understandable resources. His expertise has allowed him to train countless advisors as they help guide their clients to achieve their financial goals. I'm such a huge fan of Jeff's work, and I just love the advice and insights he offers the world as I reference a lot of his research often with my own clients. In today's conversation, we'll discuss why stepping into retirement is hard no matter how well you've planned and what to look for when seeking out unbiased advice from a potential financial advisor. He also shared his thoughts by answering a few questions that were submitted by our Weekend Reading audience. We definitely covered some hot topics; I hope you'll get a lot of value from this episode. In this podcast interview, you'll learn: What Kaizen is and how to apply it to your life and well-being. Why retirement has turned into a more gradual process for so many people. How to make sense of financial advice, determine whether it's any good, and identify bias. How the financial services industry is evolving to provide better value to clients. The optimal percentage of Roth versus traditional IRAs to have as you approach retirement. How to maintain a diversified bond portfolio with the potential for additional interest rate increases. Why Jeff thinks taxes are likely to rise and how to navigate these changes. Show Notes: Howardbailey.com/288 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Financial Advisor Magazine titled, Why Is The Market Going Down? 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/287. Show Notes: Howardbailey.com/287 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Financial Advisor Magazine titled, Is It Really Better To Control Our Emotions? 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/286. Show Notes: Howardbailey.com/286 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today I'm talking to Richard Eisenberg. Richard started his career as a finance writer at Money back in 1978 and has been writing about personal finance, money, and retirement for decades. He recently left his post as the Senior Web Editor of the Money & Security and Work & Purpose channels for Next Avenue. However, in what he calls his "unretirement," he's started writing a new column for MarketWatch, contributed to Next Avenue, and become the co-host of the Friends Talk Money podcast. While some finance writers want to help rich people get richer, Richard has focused his career on helping others manage their money better and make smarter financial decisions. In a world where there's so much more information, financial products, and opinions than ever before, Richard has a wealth of knowledge and a proven track record at sifting through the data to provide sound and relatable financial advice. In this conversation, Richard and I discuss how to make sense of the tremendous amount of financial information and articles available today, the 5 keys to a successful semi-retired or unretired lifestyle, and how to discover new meaning and purpose in the next stage of your life. In this podcast interview, you'll learn: How finance–and finance education–has changed over the course of Richard's 40+ year career. How to identify whether you can trust the author of a piece of financial writing and what to look out for. The difference between a midlife crisis and a midlife financial crisis. How Richard defines unretirement. Why Richard decided to "unretire" and what fellow "unretirees" should be looking out for in their own lives. The 5 keys to a successful 'unretirement.' How Richard defines purpose–and why he believes that everyone who can should unretire. Show Notes: Howardbailey.com/285 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger titled, For Real Financial Security, Do NOT Do What Everyone Else Is Doing 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/284. Show Notes: Howardbailey.com/284 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Of Dollars And Data titled, The Yield Curve Just Inverted…Now What? 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/283. Show Notes: Howardbailey.com/283 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to John Cochrane. John is an economist and the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution. He's a former Professor of Finance at the University of Chicago Booth School of Business and the Department of Economics, and the author of the Grumpy Economist blog. John's work is focused on monetary policy and the fiscal theory of the price level, and he's written at length about macroeconomics, health insurance, econometrics, and regulations, to name just a few topics. In his upcoming book, The Fiscal Theory of the Price Level, he proposes the thesis that government debt is a core driver of inflation, that high interest rates can make deficits worse, and fiscal policy has to come with monetary policy to solve this problem. In our conversation, John and I talk about why he's still optimistic about the long-term outlook despite almost always seeing storm clouds on the horizon, why he doesn't like to use the word capitalism, and how retirees can learn from his research to best protect themselves from rampant inflation in the years to come. In this podcast interview, you'll learn: How John maintains a positive attitude in the face of what can seem like neverending bad news and idiotic economic policy. Why the entrepreneurial spirit of the United States feels more stifled than ever before. Why risk management is so important for retirees right now. The one thing John would do right now if he were Fed chairman. John's tax strategy advice for anyone looking to future-proof their portfolio. Why John thinks the US dollar will continue to be the global currency. Show Notes: Howardbailey.com/282 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes titled, Stop Trying To Optimize 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/281. Show Notes: Howardbailey.com/281 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from A Wealth of Common Sense titled, Interest Rates Are Getting Weird. 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/280. Show Notes: Howardbailey.com/280 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Ashton Applewhite. Ashton is an author, journalist, speaker, and activist who is on a mission to raise awareness and push back against ageism. She is the author of This Chair Rocks: A Manifesto Against Ageism and Cutting Loose: Why Women Who End Their Marriages Do So Well. Her work was inspired by a project in which she interviewed older people in the workforce, learning about longevity and happiness–and discovered that most of her ideas about late life were either off base or completely wrong. She became fascinated by why ageism is so prominent, who benefits from it, and what she could do to change people's perceptions and ideas around it. Before becoming an advocate against ageism, Ashton wrote the best-selling, mass-market book of 1983, Truly Tasteless Jokes, and was the first-ever author to have four books on the New York Times bestseller list at the same time. She's been recognized as an expert on aging by the New York Times, NPR, The New Yorker, and the American Society on Aging, and she's contributed to Harper's, the Guardian and many more. In today's conversation, Ashton joins the podcast to talk about why we're so unnecessarily afraid of getting older, what drives those fears, and how to make aging a lot less fearsome (and a whole lot more interesting)–and the fascinating things she's learned on her remarkable journey. GET A FREE COPY OF ASHTON'S BOOK, THIS CHAIR ROCKS: A MANIFESTO AGAINST AGEISM Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that's B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/279 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes titled, Why Most Financial Advisors Do Not Provide Valuable Tax 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/278. Show Notes: Howardbailey.com/278 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Of Advisor Perspectives titled, Why Critics of Bucketing Strategies are Wrong. 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/277. Show Notes: Howardbailey.com/277 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Don Ezra. Don's illustrious career in the insurance and finance industries began in the 70's and his achievements are numerous. His 26-year career at Russell Investments culminated when he became its Co-Chair of Global Consulting. In 2010, Don "graduated" to a part-time schedule that gave him more freedom to pursue a wide variety of other interests. Since then, Don has also served on the Joint Investment Committee of Margaret A Cargill Philanthropies. He's been on the advisory board of the World Pension Summit and on the Scientific Advisory Board of Manifold Partners, LLC. He's also become an occasional contributor to the Financial Times, where he's the author of a column called The Art of Investing. Don's passion is to teach others about personal financial planning, investing, and the economic and subjective aspects of happiness, especially as it pertains to life after full-time work–what some of us still call "retirement." In his newest book, Life Two, he helps readers conquer their irrational fears, put themselves in the driver's seat, get an understanding of their financial situation, and take control of this extraordinary period of life. In our conversation, Don and I talk about why your identity is not defined by what you get paid to do, the irrational fears so many people face as they transition into retirement, and how to find real, lasting happiness at every stage of life. GET A FREE COPY OF DON'S BOOK, LIFE TWO: HOW TO GET TO AND ENJOY WHAT USED TO BE CALLED RETIREMENT Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email to [email protected] with your iTunes username and mailing address, and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/276 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Of Dollars and Data, titled, Will the Optimists Triumph Yet Again? 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/275. Show Notes: Howardbailey.com/275 Rate & Review the Podcast: RetireWithPurpose.com/review 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

In this week's retirement reading, as a follow-up to last week's episode, we'll be discussing another hot topic. Does active investing outperform passive investing? Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/274. Show Notes: Howardbailey.com/274 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Linda Fodrini-Johnson. Linda has been a Geriatric Care Manager and Aging Life Care Expert for nearly 40 years. As a licensed marriage and family therapist and certified care manager, Linda works to help families avoid potholes and misinformation and find peace in the course of family caregiving. In her book, The Empowered Caregiver, she provides adult children of aging parents with ideas, lists, scripts for touchy conversations, critical questions for doctors and lawyers, and other resources collected over the course of her career. In our conversation, Linda and I discuss how her own struggles with aging parents and caregiving transformed her life and career, how to destress your life as your parents get older, and her valuable insights on how to deal with a parent that is suffering from Alzheimer's or dementia. GET A FREE COPY OF LINDA'S BOOK, THE EMPOWERED CAREGIVER: PRACTICAL ADVICE AND EMOTIONAL SUPPORT FOR ADULT CHILDREN OF AGING PARENTS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email to [email protected] with your iTunes username and mailing address, and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/273 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

In this week's retirement reading, we discuss a hot topic that came to us from our first ever 1 star review on iTunes about whether or not life insurance is a good investment. Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/272. Show Notes: Howardbailey.com/272 Rate & Review the Podcast: RetireWithPurpose.com/review 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

In this week's retirement reading, we will discuss what comprehensive financial planning really is to help you answer the following question: Are you getting the value that you should be receiving? Listen in as Casey Weade defines what comprehensive financial planning means to him and shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/271. Show Notes: Howardbailey.com/271 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Dr. Jim Dahle. Jim is a practicing board-certified physician and the founder of The White Coat Investor, where he writes about finance and investing specifically for physicians and high-income earners. After learning that he couldn't trust the financial professionals in his life, Jim taught himself personal finance and investing, specifically with physicians and other high net worth individuals. He realized that no one was teaching doctors how to handle their money, and now he's sharing the knowledge and resources he wished existed when he was starting out. As Jim sees it, high incomes and wealth are not the same things, and the numbers agree with him. According to a survey conducted in 2016, 1 out of every 9 physicians in their 60s has a net worth of under $500,000. And one in four under $1 million–despite having collected substantial paychecks for 30 years. In this conversation, Jim and I discuss why his specific knowledge is in such high demand right now, the financial challenges that are unique to physicians, and how medical practitioners can either learn to manage their own finances or find a financial advisor to help them build wealth and fund a successful retirement. GET A FREE COPY OF JIM'S BOOK, THE WHITE COAT INVESTOR: A DOCTOR'S GUIDE TO PERSONAL FINANCE AND INVESTING Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email to [email protected] with your iTunes username and mailing address, and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/270 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from BBC titled, How Thinking About 'Future You' Can Build a Happier Life. 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/269. Show Notes: Howardbailey.com/269 Rate & Review the Podcast: RetireWithPurpose.com/review 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

This week's retirement reading is from Kitces titled, Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets. 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/268. Show Notes: Howardbailey.com/268 Rate & Review the Podcast: RetireWithPurpose.com/review 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

Today, I'm talking to Bruce Feiler. Bruce is a bestselling author of 5 books, including The Council of Dads, which was the subject of a TED Talk and the inspiration for the NBC drama series of the same name. He's also the author of the column titled, This Life in the Sunday New York Times and has presented two PBS miniseries, Walking the Bible and Sacred Journeys. Bruce's newest book is called Life is in the Transitions: Mastering Change at Any Age, and it is packed with great insights and perspectives that I know our listeners will enjoy. As time goes on, I feel like I'm always going through some form of life transition, and I've definitely noticed that most of the families we work with are usually in the thick of a lifequake of their own. Needless to say, I'm thrilled that Bruce was able to spend some time on the podcast to share what he learned as he crisscrossed the country and collected hundreds of stories from Americans far and wide. In our conversation, Bruce and I dig into what a life transition really is, what he learned from asking hundreds of Americans to tell him the stories of their lives, and how the periods of upheaval and unrest we face can lead us to growth and renewal. GET A FREE COPY OF BRUCE'S BOOK, LIFE IS IN THE TRANSITIONS: MASTERING CHANGE AT ANY AGE. Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email to [email protected] with your iTunes username and mailing address, and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/267 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled The Problem With Precision In Financial 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/266. Show Notes: Howardbailey.com/266 Rate & Review the Podcast: RetireWithPurpose.com/review 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