Retire With Purpose - The Retirement Podcast

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

This week's retirement reading is from Kitces, titled The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities. 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/165 Show Notes: Howardbailey.com/165 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

Jim Bowman is the President of Life Operations at Advisors Excel, and someone I've known for many years. I've spoken to him for many hours about today's topic - life insurance - well before we ever decided to record this podcast and his deep knowledge on the topic has proven hugely valuable to countless advisors - myself included. Life insurance isn't just about ensuring that your family has cash flow in the event that you pass away or sustain a career-ending injury. It can also be used as powerful investment, a source of tax-free income, a way to cover long-term care, and for cash management. Today, Jim joins the podcast to discuss the major misconceptions surrounding life insurance, how to use life insurance as a protective policy and an investment tool over the course of your life and career, and the many different ways to put this asset class to work for you. Show Notes: Howardbailey.com/164 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Partners Advantage, titled Does Conflict-Free Advice Exist? 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/163 Show Notes: Howardbailey.com/163 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 Retirement Tools That Are Misunderstood Yet Useful. 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/162 Show Notes: Howardbailey.com/162 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

Sachin Patel is a functional medicine practice success coach, international speaker, and author. He believes that "The doctor is the future of the patient," and that healthcare practitioners have a responsibility to keep people out of the medical system when possible, empowering them through education, self-care, and a new mindset. Sachin founded the Living Proof Institute when he couldn't find answers to his questions through conventional medicine. Exploring functional and lifestyle medicine dramatically changed his life, and he walked away from his formal training as a chiropractor to offer a different approach to patient care. Today, Sachin joins the podcast to talk about the major problems he sees in the conventional healthcare system, how to integrate functional medicine into your healthcare practice, and why Sachin never wants to be retired in any conventional sense of the word. Show Notes: Howardbailey.com/161 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Investment News titled 8,000 Days - An Entire Phase of Your Life Waiting to be Invented. 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/160 Show Notes: Howardbailey.com/160 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 Do You Believe Fake News About Retirement? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/159 Show Notes: Howardbailey.com/159 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 Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She's also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too), which looks at behavioral and biological investment research to explore how women think about investing, and why women may have a money management edge! Over the past 17 years, Meredith has presented her original research and insights to industry participants around the world, and she is a frequent speaker on the international conference circuit. You may have seen her findings published in major media outlets including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, and the Journal of Investing, to name a few. Show Notes: Howardbailey.com/158 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces, titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account's Primary Beneficiary. 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/157 Show Notes: Howardbailey.com/157 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 Market Watch, titled These Boomers Just Made Massive Retirement Mistakes — Don't Be One of Them. 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/156 Show Notes: Howardbailey.com/156 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

Brian Portnoy, Ph.D., CFA is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, executive coaches, and corporate wellness directors. He works to simplify the complex world of money, which he sees as an emotional lightning rod and one of our most nebulous social institutions. He's also the author of The Geometry of Wealth, where he explores how money figures into a happy life. He shares a new perspective when it comes to achieving what he calls true wealth and proposes a unique way to help people bring purpose and practice into alignment. Today, Brian joins the podcast to talk about his work. We unpack the emotions that come up when we talk about money, why our finances and our search for meaning and fulfillment go hand in hand, and how we can rescript the narratives around retirement to feel happier at every stage of life. Show Notes: Howardbailey.com/155 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled How To Build Social Security's Insecurity Into 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/154 Show Notes: Howardbailey.com/154 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 Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story. 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/153 Show Notes: Howardbailey.com/153 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

Chris Hogan is a best-selling author, personal finance expert, and a leading voice on retirement, investing, and wealth. As part of the team at Ramsey Solutions, he helps people at all levels, including very high net worth individuals, set meaningful goals and navigate their financial futures. Chris has spoken to many people who think that Social Security will have them covered in retirement. He's on a mission to help them work through this misconception, conquer their fears, and live purposeful, impactful lives. Today, Chris joins the podcast to share the lessons he's learned from working with Dave Ramsey and the happiest (and unhappiest) retirees over the last 15 years, how to define a retirement that works on your terms, and how to find the right person to help connect the puzzle pieces and bring it all together. Show Notes: Howardbailey.com/152 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces, titled Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions. 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/151 Show Notes: Howardbailey.com/151 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 Is 55 Too Early To Retire? What You Need To Retire Early. 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/150 Show Notes: Howardbailey.com/150 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

When physician Carolyn McClanahan tried to find a financial planner several decades ago, she only encountered investment managers and glorified salespeople. However, these experiences led her to fall in love with financial planning. She's now the Director of Financial Planning at Life Planning Partners in Jacksonville, Florida. She has been quoted in numerous publications, including The Wall Street Journal, Money, Kiplinger's, Smart Money, and has appeared on CNBC and NPR. In 2009 she was named a "Mover & Shaker" in the financial planning profession by Financial Planning. Carolyn brings a unique perspective and approach to our industry, especially when it comes to retirement and the role it plays in living a happy, sustainable, and fulfilled life. Today, she joins the podcast to share the story of her unique journey into the world of financial services, why the best financial planners need to be able to talk about their clients' health, and how anyone can become a better use of our healthcare system. Show Notes: Howardbailey.com/149 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Market Watch, titled Try Summing Up Your Retirement Motto in Just 7 Letters. 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/148 Show Notes: Howardbailey.com/148 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 Barrons, titled Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/147 Show Notes: Howardbailey.com/147 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

Chris Smith is the creator of The Campfire Effect, a proven framework to help entrepreneurs and brands tell their stories. He's since used his experiences in the world of business to create Family Brand, a powerful way for families to discover how to create an intentional culture in their own homes to foster love, joy, and connection. However, before he could help others do transformative work, he had to help himself. Ten years ago, Chris struggled with hopelessness as a husband and as a father. He had to take responsibility for his actions, unearth his true calling, and learn to live for now. If you're wondering how to make change of any kind at any stage of life, Chris's story and powerful tools can help you achieve these goals. Today, Chris and I discuss the family brand, transformative breakthroughs, and how to stop being who you're supposed to be and live as who you truly are. Show Notes: Howardbailey.com/146 Rate & Review the Podcast: Howardbailey.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from USA Today, titled How to Plan for a Smaller Social Security Check. 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/145 Show Notes: Howardbailey.com/145 Rate & Review the Podcast: Howardbailey.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 Ryan Holiday titled 33 Things I Stole From People Smarter Than Me on the Way to 33. 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/144 Show Notes: Howardbailey.com/144 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

Rachel Cruze is the #1 New York Times best-selling author of Love Your Life, Not Theirs and Smart Money Smart Kids. Through her books and as the host of The Rachel Cruze Show and its accompanying podcasts, she's dedicated her career to helping Americans learn how to handle money and stay out of debt. She's also Dave Ramsey's daughter, which means that she has an astounding number of stories and lessons about money and fiscal responsibility. For parents or parents-to-be, especially if your kids will be growing up in a very different financial environment than you were raised in, Rachel's guidance may be extremely valuable - and today's episode is a must-listen. Today, Rachel and I discuss her new book, how to stop comparing your life to everyone else's, and the power of budgeting to achieve financial freedom. Show Notes: Howardbailey.com/143 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Professor Galloway, titled Happiness and the Gorilla. 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/142 Show Notes: Howardbailey.com/142 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 Bloomberg, titled Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free. 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/141 Show Notes: Howardbailey.com/141 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

Marianne Oehser is a certified retirement and relationship specialist who focuses on assisting people find happiness in the post-career phase of their lives. She has dedicated her career to studying how people navigate transitions in adult life, especially retirement, and how they impact our happiness and relationships. In her book, Your Happiness Portfolio for Retirement: It's Not About the Money!, she shows you how to make the post-career phase of your life the happiest and most fulfilling time of your life. She explores how to prepare for the time you'll have in retirement before you actually get there — to live in service of mission, vision, value, and purpose. Marianne joins the podcast to talk about the unique challenges that people face as they enter retirement, how to build your happiness portfolio, and what you can do to find your flow state at every stage of life. Show Notes: Howardbailey.com/140 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from AARP, titled A Rare Second Chance to Protect Nest Egg Savings. 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/139 Show Notes: Howardbailey.com/139 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 Market Watch, titled Does Gold Belong in a Retirement 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/138 Show Notes: Howardbailey.com/138 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 Dwayne Clark. Dwayne is the founder of Aegis Living, a national leader in senior assisted living and memory care, and the winner of Glassdoor's Top 50 Companies To Work For award. He's also an author, playwright, sculptor, podcaster, and much, much more. Dwayne lives what I call the Job Optional lifestyle. He continues to do the things he does because he loves doing them - and has built his life to ensure that he gives back to those who helped him along the way. In his newest book, 30 Summers More, he shares bite-sized wisdom and research to help us live our best lives as we move into our senior years. Today, Dwayne joins the podcast to talk about what it means to give back and create for the greater good, how to escape ruts of boredom, and the actionable steps we can take to live longer, happier, healthier lives. Show Notes: Howardbailey.com/137 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces, titled Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members. 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/136 Show Notes: Howardbailey.com/136 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 4 Reasons Your Taxes In Retirement May Be Lower Than You Think. 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/135 Show Notes: Howardbailey.com/135 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 John O'Leary. John is an inspirational speaker, blogger, and podcaster, as well as the author of On Fire, a national bestseller. At the age of nine, John survived a fire that burned 100% of his body and left him with a one-percent chance to live. He fought extraordinary odds, won, and now lives his life driven to help others live more inspired lives. In his new book, In Awe: Rediscover Your Childlike Wonder to Unleash Inspiration, Meaning, and Joy, he invites us to return to the joy of navigating life like a child by reconnecting with the five senses children innately possess. I first saw John speak in 2019. He gave one of the most impactful, inspirational, and meaningful presentations I've ever seen, and I've been looking forward to having him on the podcast ever since. Today, he joins me for a conversation about why his childhood experience is one of triumph and not tragedy — and what we can all do right now to shift our mindset, embrace positivity, and stay open-minded as we age. Show Notes: Howardbailey.com/134 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading