Retire With Purpose - The Retirement Podcast

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

This week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs. 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/265. Show Notes: Howardbailey.com/265 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 Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She's the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all-around writer on the topic of retirement. Whenever I put together our Weekend Reading emails, which we send out every Friday, it's hard for me not to include one of Christine's articles. She has an incredible range of knowledge and expertise and a unique perspective that has proven to be invaluable throughout her career. In today's conversation, we discuss the path Christine took into the world of finance. We dig into the benefits and drawbacks of being an individual investor and simple strategies you can apply right now to build a strong foundation to retire–no matter what stage of life you're in. And on top of that, Christine graciously answered several questions from our Weekend Reading subscribers on topics including asset allocation, cryptocurrency, inflation, and more. I thoroughly enjoyed having her on the show, and I'm sure you'll get a lot of value out of this episode as well. Enjoy! Show Notes: Howardbailey.com/264 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from MarketWatch titled, 7 Principles to Help You Create Your Perfect Portfolio. 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/263. Show Notes: Howardbailey.com/263 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 Atlantic titled, What You're Really Worried About When You're Worried About Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/262. Show Notes: Howardbailey.com/262 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. Glen Robison. Glen is the author of Healthy Dad Sick Dad: What Good is Your Wealth if You Don't Have Your Health? In his book, he shares the stories of two fathers who experienced very different retirements–and how he improved his own health along the way. In a world where retirees are taking as many as 20 medications a day for preventable health conditions, and then miss out on opportunities because they're too stiff and sore to enjoy life, Glen's research has the potential to literally save lives. In this conversation, Glen and I talk about the personal health crisis that changed his life and outlook, his personal mission to change how people take care of themselves, and the simple lifestyle changes that can help us bring our bodies into balance and allow us to enjoy life at every stage. GET A FREE COPY OF GLEN'S BOOK, HEALTHY DAD SICK DAD: WHAT GOOD IS YOUR WEALTH IF YOU DON'T HAVE YOUR WEALTH? 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/261 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger titled, The Most-Overlooked Tax Breaks for Retirees. 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/260. Show Notes: Howardbailey.com/260 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 Street titled, Consider the Source – How to Cut Your Tax Bill 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/259. Show Notes: Howardbailey.com/259 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 Carl Honoré. Carl has been called the "global guru on the Slow Movement" by The Globe and Mail. He's the international bestselling author of Bolder and In Praise of Slow, and also presented a TED Talk called "In praise of slowness" that has earned over 3 million views. After reading an excerpt from one of Carl's books from a previous episode of our Weekend Reading series, the wheels started spinning, but in a good way. And after doing some more research, I fell in love with his TED Talk and the story about speed-reading to his son–something I've certainly been guilty of–and I knew that I had to reach out to him so he could share the incredibly unique insights he has to offer with our audience. In this episode, Carl and I discuss the slow movement and how it's grown over the last 15 years, how to tell where speed might be hindering your performance or relationships, and how you can reconnect with your inner tortoise at any stage of life–including retirement. GET A FREE COPY OF CARL'S BOOK, BOLDER: MAKING THE MOST OF OUR LONGER LIVES. 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/258 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Advisors Perspectives titled, The Secret Is Out on 7.12% Inflation-Protected Bonds. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/257. Show Notes: Howardbailey.com/257 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 Advisors Perspectives titled, An Actuarial Process for Better Decisions 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/256. Show Notes: Howardbailey.com/256 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 Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment. Allan has a world of experience, a graduate degree-level education in our field and more than 25 years of experience impacting top-performing teams and individuals ranging from startups and Olympians, to Fortune 50 companies. With his unique perspectives on the retirement stage of our lives, his team is focused on capturing the values and core beliefs that truly matter by offering highly customized programs tailored to each individual or team's needs and desired outcomes. In this conversation, we dig into Allan's high-impact concepts for the transition into your third act, why baby boomers may hold more value in today's workforce than they think, and how everyone has the opportunity to be a leader and make an impact as they transition to the next stage of their life. Show Notes: Howardbailey.com/255 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 MarketWatch, titled, Your Retirement Plan Can't Deliver Financial Certainty — Here's How to Think About the Big Risk Factors. 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/254. Show Notes: Howardbailey.com/254 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, Learning to Embrace the Chaos & The End of History Illusion. 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/253. Show Notes: Howardbailey.com/253 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 Avivah Wittenberg-Cox. Avivah is the CEO of 20-first, a global balance consultancy that works with C-suite teams to achieve gender and generational balance by focusing on leadership, culture, and systems. A regular contributor to Forbes and Harvard Business Review, she's also the author of Seven Steps to Leading Gender-Balanced Businesses, Why Women Mean Business: Understanding the Emergency of Our Next Economic Revolution, and Late Love: Mating in Maturity. Avivah's work caught my eye when I came across her Forbes article entitled "Retirement, Redundancy, Rejection: The Extreme Emotionality of Ending" and I'm thrilled to have her on the show to dig into her thoughts and insights on retirement. In today's conversation, we talk about the amazing opportunities facing retirees today, as well as the challenges and extreme emotions retirees are facing, and the three Rs she wants people to think about as they approach retirement: reinvention, relevance, and return on life. GET A FREE COPY OF AVIVAH'S BOOK, LATE LOVE: MATING IN MATURITY 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/252 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Next Avenue titled, Who the Happiest Retirees and Most Unhappy Retirees Are. 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/251. Show Notes: Howardbailey.com/251 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, Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility. 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/250. Show Notes: Howardbailey.com/250 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's guest is Dorian Mintzer. Dorian is a world-class retirement coach, a doctor of philosophy, and the founder of Revolutionize Retirement. Dorian believes that our bonus years are a time to learn, grow, and evolve–and that we need to live our lives with intention, not regrets. She helps her clients discover their gifts, live their purpose, and make a difference in their world. As new parents in their fifties and sixties, she and her husband are also living proof that there's no "one size fits all" transition, and that retirement is a journey and not a destination. She's also the co-author of The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together, where she explores how couples can continue to earn money, stay engaged in life, and remain happy together. In today's conversation, we dive into what exactly it means to revolutionize retirement, how to navigate major life transitions (and why people come to her for help), and the difference between "getting old" and "becoming complete." GET A FREE COPY OF DORIAN'S BOOK, THE COUPLE'S RETIREMENT PUZZLE: 10 MUST-HAVE CONVERSATIONS FOR CREATING AN AMAZING NEW LIFE TOGETHER. 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/249 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, Inflation vs. Stock Market Returns. 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/248. Show Notes: Howardbailey.com/248 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 Morning Star titled, The Good News for Upcoming Retirees. 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/247. Show Notes: Howardbailey.com/247 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 Dick (Richard) Weber. Dick is the founder of The Ethical Edge, a fee-for-service consultancy with a unique focus on life insurance. His company provides clients with a wide array of services, including life insurance policy management with both a technical and due diligence perspective on legal cases pertaining to life insurance. Before launching his own company, Dick spent 25 years in life insurance sales. He has won the Kenneth Black, Jr. Leadership Award from the Society of Financial Service Professionals, was elected to the NAEPC Estate Planning Hall of Fame, and created several computer-based tools that have revolutionized how advisors and their clients view and select life insurance products. In our conversation, Dick and I discuss his book, Thriving Beyond Midlife. We'll also dive into several critical aspects of retirement that have very little to do with finance, and how the life insurance industry has changed over the last 50 years. Show Notes: Howardbailey.com/246 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from FA Mag titled, For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say . 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/245. Show Notes: Howardbailey.com/245 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 Forbes titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . 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/244. Show Notes: Howardbailey.com/244 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

Dr. Gillian Leithman, PhD is an adjunct professor at the John Molson School of Business, as well as a researcher and expert uniquely focused on helping employees as they transition from the working world into retirement. She's facilitated programs for a wide variety of businesses and organizations, including Bell Canada, TD Canada Trust, Telus, Business Development Canada, SAP, Moody's, and the RCMP–just to name a few. And her work has been featured in Forbes, the Montreal Gazette, Reader's Digest, the National Post and many more. She's extensively studied how workforces age and transition into retirement, and has an incredible amount of first hand knowledge from her many interviews with pre-retirees and retirees. On top of all of this, she's also the co-creator of the Certified Professional Retirement Coach designation, which allows students to become certified retirement coaches. In our conversation, Gillian and I talk about why she became so interested in retirement at such an early age in her own life, how our quest for work/life balance can create real problems once we retire, and the big takeaways from her workbook, Rewire to Retire: Five Crucial Questions You Must Ask Yourself Before You Retire That Have Nothing To Do With Money. 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 provide a copy for free. It's that simple! Show Notes: Howardbailey.com/243 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger titled Financial Conversation Starters for Couples. 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/242. Show Notes: Howardbailey.com/242 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 Advisor Perspectives, titled Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies. 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/241. Show Notes: Howardbailey.com/241 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 to Laurence (Larry) Kotlikoff. Larry is a professor of economics at Boston University, a New York Times best-selling author, and the president of Economic Security Planning, where he works to produce powerful personal financial planning tools. For much of his career, including two Presidential runs in 2012 and 2016, he's been uniquely focused on personal finance and economic reform. He believes that we have the power to improve our individual economic futures, as well as our nation and our planet's–but that there are real challenges along the way. In today's conversation, Larry and I dig into the major problems facing the American economy in 2021, why higher taxes are all but inevitable (and why our government fails to tax so many people correctly), and how to evaluate Social Security to make the most of your potential benefits. One more thing before we get started. We've got a bunch of copies of Larry's book, Get What's Yours: The Secrets to Maxing Out Your Social Security, 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.) 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/240 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is Kiplinger, titled 3 Ways Early Retirees Can Minimize Their Health Insurance Costs. 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/239. Show Notes: Howardbailey.com/239 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 Forbes, titled What The New Outlook For Social Security Means For You. 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/238. Show Notes: Howardbailey.com/238 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 Richard Haiduck. Richard is a real-life retiree not just living out their dream, but helping so many others elevate their experience in retirement. He's challenged the boundaries of his own retirement, using the freedom of the blank slate to prioritize what matters most to him. In his book, Shifting Gears, he speaks to 50 Baby Boomers about their journeys into the world of retirement. If there's one thing he's learned, it's that retirees have an unbelievable amount of freedom and a wide range of choices, whether that means summiting Mount Kilimanjaro at the age of 70 after two hip surgeries or simply volunteering and reading books. In today's conversation, Richard and I talk about the artificial boundaries of retirement, how he found the people and stories he decided to include in his book, creating amazing family businesses, and the beauty of being able to walk away from what doesn't serve you. GET A FREE COPY OF RICHARD'S BOOK, SHIFTING GEARS. 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/237 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 My Investing Nightmare. 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/236. Show Notes: Howardbailey.com/236 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 Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization. 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/235. Show Notes: Howardbailey.com/235 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 Bob Foley. Bob has helped launch billion-dollar companies, several nonprofits, and worked for many major brands in the country. His current venture and sole focus is Legacy Transition Coaching, where he helps his clients focus on the non-financial aspects of retirement, to let go of their corporate identities, and create a new life on their own terms. Bob thinks about retiring with purpose and his work from a remarkably specific angle. He's uniquely focused on helping answer questions of lifestyle, tackling issues of ageism, and navigating life and work after the loss of a spouse or partner–among many other issues affecting retirees today. In this conversation, Bob shares the story of his unique journey into the world of retirement coaching, proposes new ideas and concepts for people transitioning out of full-time careers (especially when leaving the corporate world), and how to create more meaning, purpose and balance in life at any age. Show Notes: Howardbailey.com/234 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading