Retire With Purpose - The Retirement Podcast

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

This week's retirement reading is from CNBC, titled Your Financial Advisor May Not Actually Be An 'Advisor'. 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/133 Show Notes: Howardbailey.com/133 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 Buying An Annuity In A Bear Market A Good Idea? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/132 Show Notes: Howardbailey.com/132 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 Dr. Brad Klontz. Brad is a clinical psychologist turned financial planner. He's the Founder of the Financial Psychology Institute® and an Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business. He's also a Managing Principal of Your Mental Wealth® Advisors, a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association, and the co-author and editor of five books on the psychology of money. After attempting to eliminate his student debt by investing in the stock market and losing big, Brad did a deep dive into his family history, the mental health of financial planners. He discovered that this aspect of mental health had long gone unaddressed, and has dedicated his career to the concept of what he calls Mental Wealth ever since. Brad joins today's podcast not just to share his story, but to help you better understand how your beliefs around money influence your financial behaviors, net worth, credit card debt, and more - and how to reassess and rethink what might not be serving you well, especially at this tumultuous time in our financial history. Show Notes: Howardbailey.com/131 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled Retirement Or A 'Third Act': What Will You Choose? 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/130 Show Notes: Howardbailey.com/130 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 The Missing Ingredient in Most Retirement Plans. 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/129 Show Notes: Howardbailey.com/129 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 Jason Hartman. Since purchasing his first rental property when he was 20 years old, Jason has been involved in thousands of transactions and owned income properties in 17 cities across 11 states. He's the creator of Jason's Complete Solution for Real Estate Investors, a comprehensive system that gives real estate investors the education, research, resources, and technology to deal with their income property needs. Jason's system has evolved over time, and it's once again changing - as much of our society is - as we face the challenges and major cultural shifts brought about by the COVID-19 novel coronavirus. He sees major changes coming in the world of real estate, and a profound need for investors at all stages of life, but especially retirees, to reposition their portfolios and their thinking. Today, Jason joins the podcast to discuss the sweeping generational change that will come as the pandemic blows over, why it's so hard to predict the future (or time the market) in the short-term, and his core strategy for successful real estate investing in good times and bad. Show Notes: Howardbailey.com/128 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger, titled Is Now A Good Time To Invest? 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/127 Show Notes: Howardbailey.com/127 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Financial Planning, titled 10 Conversations Advisors Should be Having with Their Clients Right Now. 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/126 Show Notes: Howardbailey.com/126 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 Tamny. John is a political economist, the editor of RealClearMarkets, the Vice President of FreedomWorks, and a frequent contributor to Forbes among a number of other publications. His most recent book is The End of Work: Why Your Passion Can Become Your Job, where he explores why prosperity and innovation aren't ending American jobs, but making them better. He brings a unique perspective not just to this moment in history, but to the concepts of work and retirement - and how we can use them to make the most of our lives while making the world a better place. John joins today's podcast for a more philosophical conversation about why he's exhilarated, devastated, and saddened by this moment in history. We explore the history and nature of intervention, innovation, and entrepreneurship in America, what recessions really mean and how to think about them, and how all of this impacts not just your retirement, but the very idea of retirement altogether. In this podcast interview, you'll learn: Why John doesn't believe that government intervention is a good solution to the Coronavirus crisis. The lessons John takes from the rarely discussed major economic crash and recovery of 1920-21, why recessions should be seen as cures instead of problems, and the reasons he would have advocated against bailing out banks and auto manufacturers in 2008. The reasons the massive government debt associated with the new stimulus package isn't actually a problem - and why John would always prefer deficit spending over a balanced budget. How LeBron James is a living reminder that retirement is becoming a dated concept. Why China innovates despite substantial government intervention. The reason John supports a return to stable money, even if it's not gold - and why he thinks this will happen. Show Notes: Howardbailey.com/125 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled What You Need To Do If You Lose Your Job? 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/124 Show Notes: Howardbailey.com/124 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 David Littell. David is the Joseph E. Boettner Chair in Research at the American College of Financial Services, where he teaches and develops courses and textbooks. In fact, he's the co-creator of the Retirement Income Certified Professional (RICP) designation and coordinates its course curriculum! His work has helped countless financial advisors, including myself, better plan for retirement needs and understand how to work with older clients. However, for today's conversation, I'm catching David at a truly interesting time in his life: his own transition into retirement. He joins the podcast to talk about why he decided to do it at the age of 66, how he continues to bring value to his community as he builds a bridge to retirement, and the many decisions - financial and otherwise - that come along the way. Show Notes: Howardbailey.com/123 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from CNBC, titled Coronavirus Relief Bill Relaxes Rules on Retirement 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/122 Show Notes: Howardbailey.com/122 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 Wade Pfau, the Retirement Researcher. He's the author of The Retirement Researcher's Guide Series, a collection of books in which he's explored investment-based strategies, ways to use reverse mortgages to secure your retirement, and much more. Wade has dedicated his career to helping retirees answer tough questions, understand their options, and build financial plans that will truly serve them. In his new book, Safety-First Retirement Planning, he provides highly insightful, valuable information for anyone considering making annuities a part of their retirement portfolio. Today, Wade returns to the podcast for a deep dive into this topic. You'll learn how you can utilize the many financial products available to reduce your risk, the different approaches you can take as you create your retirement plan, and the intentional strategies that will help you live the life you spent your career aspiring toward. Show Notes: Howardbailey.com/121 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Investor's Business Daily, titled What Goes Down Must Come Up? Not With Stock Market. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/120 Show Notes: Howardbailey.com/120 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Financial Advisor Magazine, titled Postmortem Tax Planning For IRA Distributions After The SECURE Act. 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/119 Show Notes: Howardbailey.com/119 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 bonus episode is about coronavirus, market volatility, and bear market strategies. Listen in as Casey Weade explains what you should be thinking about when it comes to your money, especially during uncertain times. Today's episode can also be accessed by visiting Howardbailey.com/118 Show Notes: Howardbailey.com/118 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 Daniel Crosby. Daniel is the Chief Behavioral Officer at Brinker Capital, where he helps organizations better understand the intersection between minds and markets. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes. Daniel gets not just how markets work, but why people make decisions - both good and bad - as they invest and build financial plans. In his book, The Behavioral Investor, he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. All of these things make Daniel uniquely qualified to speak on today's topic: COVID-19, also known as the coronavirus. With the markets down and fear and panic in the streets, Daniel lends his unique expertise to the financial challenges of this moment. We discuss the psychology of behavioral investing, why so many people make bad decisions during a downturn, and why we always act like we've never seen anything like this before - and what you should be doing with your money to best stay on track to live the retirement you want. Show Notes: Howardbailey.com/117 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from TheStreet, titled Annuity Age Restrictions: Too Old or Too Young? 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/116 Show Notes: Howardbailey.com/116 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