Retire With Purpose - The Retirement Podcast

This week's retirement reading is from Kiplinger, titled Can You Retire with a Nest Egg That's Too Big? 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/215. Show Notes: Howardbailey.com/215 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 The Dimensions of Wealth: Influencing Your Financial Path. 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/214. Show Notes: Howardbailey.com/214 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

Dave Jetson is the founder of Jetson Counseling and has over ten years of experience as a professional mental health counselor. Working with his wife, Liz Thorn, they offer a wide array of counseling services, including financial counseling and financial therapy. Dave has also developed a "Financial Recovery Program" where he helps others address any number of financial issues. He is on a mission to help his patients on the path to financial recovery as they tackle complex thoughts and feelings regarding money and the issues it creates. In today's conversation, Dave and I get into what it means to be a financial therapist, the links between emotions and beliefs around money that aren't discussed nearly enough, and how to tell if financial therapy might be right for you. GET A FREE COPY OF DAVE'S BOOK, SETTING TRUE BOUNDARIES: HOW TO CREATE RESPECT, SAFETY AND FREEDOM IN RELATIONSHIPS! 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/213 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Humble Dollar, titled Sleeping with Cash. 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/212. Show Notes: Howardbailey.com/212 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 Could SECURE Act 2.0 Fix The Retirement Crisis?. 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/211. Show Notes: Howardbailey.com/211 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 Dan Egan. He's the Director of Behavioral Science and Investing at Betterment, where he integrates behavioral finance and passive investment management to help customers achieve their goals. The Betterment platform is designed to help make good behavior automatic and bad behavior difficult, and it's helped his customers avoid reduced returns as a consequence of bad trading. Using his background in Decision Science from the London School of Economics and deep knowledge of programming and statistics, he uses his work to explore the psychology of design, money, investing, spending, and randomness. Dan was introduced to me by Brian Portnoy, one of my previous guests, and I'm excited to have a chance to speak to another expert in this unique field. Today, we talk about what behavioral finance is (and why it matters), why it's human nature to make bad financial decisions, and who benefits the most from working with Robo-advisors as they grow their portfolios at any age. Show Notes: Howardbailey.com/210 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled When Should You Retire?. 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/209. Show Notes: Howardbailey.com/209 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 You Need A Little W.H.A.A.M. In Your Retirement 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/208. Show Notes: Howardbailey.com/208 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 Joanne Waldman. At New Perspective Coaching, Joanne provides career, retirement, and life coaching for successful professionals, entrepreneurs, executives, and coaches who want to do and be more. She is the author of Out of The Box Retirement: Creative Ideas, Role Models, and New Possibilities, and for over 20 years, she's been helping her clients clarify their values, discover their passions, find their life's purpose, and get clear about their goals. At Retirement Options, she also trains non-financial retirement coaches to help their clients figure out what they want to do and if they want to retire. Using two powerful assessments, she helps advisors lay the foundation to help people determine exactly what they need to do if and when they're ready to have a successful retirement. In today's conversation, Joanne explains to me how she's been operating a virtual business since 1989, exactly what she does to help make her clients' dreams come true, the differences between counseling and coaching, and her mission to make sure that people get everything they want out of life. GET A FREE COPY OF JOANNE'S BOOK, OUT OF THE BOX RETIREMENT: CREATIVE IDEAS, ROLE MODELS, AND NEW POSSIBILITIES 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! Joanne has also offered a 20% discount on both of her assessments - the Retirement Success and Life Options profiles. Again, leave an honest review of the podcast on iTunes and shoot us an email at [email protected] with your iTunes username and a copy of your review, and we'll make sure you receive the discount along with access to the assessments. Show Notes: Howardbailey.com/207 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings. 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/206. Show Notes: Howardbailey.com/206 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 Morningstar, titled How Much Should You Worry About Inflation 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/205. Show Notes: Howardbailey.com/205 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

Elle Martinez is the creator and host of the award-winning site Couple Money, where she is focused on helping spouses come together with their finances. Each week she interviews financial experts and real-life couples who've achieved impressive financial goals like becoming debt free, starting a business, and retiring early. She's also contributed to a number of major media platforms, including Business Insider, TurboTax, Entrepreneur, and Lending Tree. She expands upon this work in her book, Jumpstart Your Marriage & Your Money: A 4-Week Guide to Building Wealth Together. In it, she shares her plan to help couples stop worrying about money and start building wealth in a warm, humorous, and easy-to-understand voice. Today, Elle joins the podcast to talk about the challenges couples face when it comes to money, and especially when they're transitioning into retirement. We talk about how couples can have more effective conversations about their finances, how to deal with financial infidelity and sabotage, and how to work with a financial advisor to build a budget that both spouses will love. GET A FREE COPY OF ELLE'S BOOK, JUMPSTART YOUR MARRIAGE & YOUR MONEY: A 4-WEEK GUIDE TO BUILDING WEALTH 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/204 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from The Street, titled 5 Easy Ways to Protect Your Retirement Savings From Taxes. 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/203. Show Notes: Howardbailey.com/203 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 Client Opportunities for Health Insurance Coverage Under the American Rescue 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/202. Show Notes: Howardbailey.com/202 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

Anna Rappaport has been researching, writing about, and responding to the changing demographics of our society for over 30 years. With a unique focus on the future of benefits and the implications of an aging workforce. She is widely recognized as an expert in the business, policy and retirement communities and is an award-winning actuary, futurist, executive and trailblazer. For over 30 years, Anna Rappaport has been researching, writing about and shaping responses to the changing demographics of our society. Focusing on the future of benefits and implications of an aging workforce, she is widely recognized in the business, policy and retirement communities. Anna's article Reboot, Retire, or Rewire caught my eye recently when it was featured by Michael Kitces. In it, she explores what the future of phased retirement looks like and the many different directions that people are moving in, and reminds us that having a balanced "life portfolio" is worthwhile and important. Today, Anna joins the podcast to talk about why retirement can't be a permanent vacation, what the future of "traditional" retirement might look like, and what the last 16 years have been like for Anna, who has enjoyed a deeply satisfying phased retirement when she retired in 2004. Show Notes: Howardbailey.com/201 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Seeking Alpha, titled Retirement: How Much Cash Should You Hold?. 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/200. Show Notes: Howardbailey.com/200 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 How Much Income Will Your 401(k) Provide?. 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/199 Show Notes: Howardbailey.com/199 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

Ken Coleman is America's Career Coach. He's the #1 bestselling author of The Proximity Principle and the host of The Ken Coleman Show, where he helps callers discover what they do best so they can do what they love and produce results that matter most. He delivers practical advice to help people discover the roles they were born to play and maps out plans to get them there. He's also a member of the Ramsey Solutions team. I'm a big believer in the Ramsey philosophy, and I'm always amazed how much their coaches have to offer our audience. In today's conversation, Ken shares his unique philosophy behind the value of work, the questions you can ask to define and find your passion, and why it's never too late to make a career transition - including in retirement. Show Notes: Howardbailey.com/198 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Morningstar, titled Will the Real Retirement Income Number Please Stand Up?. 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/197 Show Notes: Howardbailey.com/197 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 How 10 Types of Retirement Income Get Taxed. 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/196 Show Notes: Howardbailey.com/196 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

Maria Konnikova has spent much of her life writing about psychology and how it applies to real life situations. With a B.A. in psychology and creative writing from Harvard and a Ph.D. in psychology from Columbia University, her work has been published in the New York Times, The New Yorker, Slate, and the Paris Review, to name just a few. Her books include Mastermind, The Confidence Game, and The Biggest Bluff, where she tells the story of her journey into the world of professional poker with Hall of Famer Erik Seidel as her mentor. Her career has zigged and zagged in fascinating directions, but she remains astoundingly calm, cool, and controlled about all of it. Today. Maria joins the podcast to talk about how she takes control of life (financial and otherwise), even as you take it one day at a time, the many different ways emotions affect our thought processes and decision making skills, and the mental habits common to the best poker players that can make you more effective in every aspect of your life. Show Notes: Howardbailey.com/195 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from MorningStar, titled Does Your Portfolio Need Bitcoin?. 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/194 Show Notes: Howardbailey.com/194 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 Worried About Passing Down a Big IRA? Consider a CRT. 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/193 Show Notes: Howardbailey.com/193 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

Fritz Gilbert blogs at The Retirement Manifesto, where he provides practical financial independent and retirement planning guidance for people within ten years of retirement. His articles are regularly part of our weekend reading for retirees, and I think he's one of the best retirement writers working today. After 33 years in corporate America, Fritz and his wife retired at the age of 55 in June of 2018, sold their primary home, and moved to a cabin in the North Georgia mountains when he's not traveling the country in his RV. Today, Fritz and I are talking about the big things he's learned from his early retirement and second act as a retirement writer, the big regrets that so many retirees have and how to avoid them, and how to tackle the many challenges of retirement that don't concern money. Show Notes: Howardbailey.com/192 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from FPA, titled Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early 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/191 Show Notes: Howardbailey.com/191 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 Tim Ferris Show, titled Where Are You Still Using Single-Ply? 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/190 Show Notes: Howardbailey.com/190 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 Kary Oberbrunner. Kary is an author, CEO, international speaker and coach who has trained over 250,000 authors, speakers, and entrepreneurs. Since we last spoke on the very first episode of the podcast, he has made a number of major shifts in his life. He turned a book into 18 streams of income, launched the Igniting Souls publishing agency, and has created massive demand from influencers and CEOs who want to write books of their own and make an impact in the world. In his new book, Unhackable: The Elixir for Creating Flawless Ideas, Leveraging Superhuman Focus, and Achieving Optimal Human Performance, Kary shows you how to close the gap between dreaming and doing. Today, Kary returns to the podcast to talk about how he helps individuals clarify who they are, and what it truly means to be unhackable in life and business. Show Notes: Howardbailey.com/189 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplnger, titled Are You Going to Be OK 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/188 Show Notes: Howardbailey.com/188 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 FPA written by Chris Heye, titled Introducing a Hierarchy of Financial Wellness. 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/187 Show Notes: Howardbailey.com/187 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

Robert Laura is a retirement speaker, baby boomer expert, author, entrepreneur, and money manager. As the Retirement Activist, he's committed to changing the way people think about and prepare for every aspect of retirement. Over the course of his career, he's learned that retirement is one of the most fascinating and least understood phases of life, and he's laser-focused on helping people create no-regrets retirement plans. In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. He's also the founder of RetirementProject.org and Naked Retirement, and he frequently appears in the Wall Street Journal, CNBC, Investor's Business Daily, Yahoo Finance, The Street, and other publications. Today, Robert joins the podcast to talk about what he calls the "retirement mirage," what makes retirement so stressful for so many people, and what it really means to have a no-regrets retirement plan. Show Notes: Howardbailey.com/186 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplnger, titled Estate Planning for 'Black Sheep' Beneficiaries. 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/185 Show Notes: Howardbailey.com/185 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, the tables are turned, as my good friend Justin Donald interviews me on the Lifestyle Investor podcast. Justin is a family man, entrepreneur, speaker, and the author of The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom. In this episode, we discuss the investing strategies and philosophies that have allowed both of us to design the life of our dreams. Join us as we talk all about money, goals, and what it takes to create a life of meaning and purpose. Show Notes: Howardbailey.com/184 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from CNBC, titled Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge. 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/183 Show Notes: Howardbailey.com/183 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

Jason Hartman is the founder of Platinum Properties Investment Network, Inc., where he helps people achieve their dreams of financial freedom by purchasing income property in prudent markets nationwide. Jason has been involved in several thousand real estate transactions and has personally owned income properties in 11 states and 17 cities. Jason started his career in real estate at the age of 19, brokering properties for clients while building his own portfolio along the way. He became one of the top Realtors in the U.S., made millions, and earned a number of industry awards. He reaches hundreds of thousands of people worldwide with his Creating Wealth Podcast and is a sought-after speaker and educator. Today, Jason returns to the podcast to help you understand the role real estate plays in retirement, the difference between "real estate" and property that reliably generates income, and how to use it as a highly efficient part of your portfolio. Show Notes: Howardbailey.com/182 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Money Talks News, titled 6 Surprising Benefits of Not Retiring When Your Spouse Does. 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/181 Show Notes: Howardbailey.com/181 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 CNBC, titled Josh Brown & Friends Tell You What They Own in New Investing Book. 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/180 Show Notes: Howardbailey.com/180 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

Steve Parrish is an Adjunct Professor of Advanced Planning and the Co-Director of the New York Life Center for Retirement Income. He's also an Adjunct Professor at Drake University Law School, where he teaches estate planning. Steve is an expert in estate and financial planning with a specialized focus in issues of business ownership. He's a regular contributor to Forbes and the Journal of Financial Service Professionals, and he has lent his expertise to outlets including InvestmentNews, MarketWatch, The Wall Street Journal Radio, HR Magazine, and the Journal of Financial Planning. Today, Steve joins the podcast to talk about the ever-evolving retirement landscape, exit strategy planning for people who have no intention of retiring, even late in life, and the important questions every retiree should be asking their financial advisor. Show Notes: Howardbailey.com/179 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Dan Egan, titled Sacrifice Throws. 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/178 Show Notes: Howardbailey.com/178 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 weekend reading episode, Casey and Marshall discuss The D. O. S. Conversation - a methodology by Dan Sullivan of Strategic Coach. Listen in as they share how they use it to bring more value to their clients lives! Today's episode can also be accessed by visiting Howardbailey.com/177 Show Notes: Howardbailey.com/177 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

Joe Saul-Sehy is the creator and co-host of The Stacking Benjamins Podcast and the Money With Friends podcast, a CNBC contributor, a speaker, and a coach. He's been a financial advisor, a brand ambassador, and a media spokesperson. Joe struggled with credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS - and worked through all of it, carving out a new career for himself along the way. Today, Joe joins the podcast to talk about how his experience as a financial advisor informs his work as a coach and podcaster, what an effective planning framework looks like, and the big mistakes that people make when they consume financial advice and put it into practice. Show Notes: Howardbailey.com/176 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces, titled Year-End Tax Planning Under The Forthcoming Biden Presidency. 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/175 Show Notes: Howardbailey.com/175 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 USNews, titled What a Cash Out Refinance Means 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/174 Show Notes: Howardbailey.com/174 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

Danielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare for the costs of healthcare in retirement. In her bestselling book, 10 Costly Medicare Mistakes You Can't Afford to Make, she helps new retirees know the Medicare pitfalls and how to avoid them, how to make major Medicare decisions, and the costly penalties that can happen as a result of poor planning. As we get inundated with Medicare questions during open enrollment, Danielle joins the podcast to talk about why Medicare is so complex, the major mistakes that people make when choosing and using Medicare coverage, and how to get the guidance you need to ensure that you'll be able to access vital health services in retirement. Show Notes: Howardbailey.com/173 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from UsNews, titled Year-End Retirement Planning Deadlines for 2020. 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/172 Show Notes: Howardbailey.com/172 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 ThinkAdvisor, titled What's Really Guaranteed With Fixed Rate Annuities? . 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/171 Show Notes: Howardbailey.com/171 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 with Phil Cubeta. Phil is the Assistant Professor of Philanthropy, CAP® Program Director, and Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services, where he directs and teaches the Chartered Advisor in Philanthropy® program. Phil's work has appeared in The New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times. Prior to joining the American College, he served as Chief of Staff for The Nautilus Group, a subsidiary of New York Life Insurance Company that provides estate, business, and philanthropic strategies through 200 of the company's top agents to affluent clients. Today, Phil joins the podcast to talk about what philanthropy really is, the challenges and issues retirees face as they work to create a legacy, and how to create a plan that works from abundance instead of scarcity to help you support people, organizations, and communities close to your heart. Show Notes: Howardbailey.com/170 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Bloomberg, titled What If Stocks Don't Always Go Up? Advice for Millennials . 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/169 Show Notes: Howardbailey.com/169 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 Morningstar, titled What the Coronavirus Means for the Future of 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/168 Show Notes: Howardbailey.com/168 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 Jann Freed. Jann is a leadership development consultant and speaker who helps organizations improve employee engagement, navigate change, and develop leadership skills at all ages and career stages. She specializes in helping employees over the age of 50 find meaning and purpose beyond careers. She uses a concept called the Breadcrumb Legacy, in which people create new meaning for themselves and others, to achieve this. She is the co-author of five books, a professor, blogger, and podcaster, as well as a very active member of her community. Jann joins the podcast to talk about her experiences coaching individuals from leadership into retirement, finding purpose in life as retirees' full-time careers come to an end, and what she has learned from interviewing hundreds of the world's foremost leaders on life and business. Show Notes: Howardbailey.com/167 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. 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/166 Show Notes: Howardbailey.com/166 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