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Retire With Purpose - The Retirement PodcastFreedom After 50: You’re Not Looking for Advice—You’re Looking for Alignment, Part 2In this powerful follow-up episode, Casey Weade and Certified Retirement Coach Les McDaniel return to explore the deeper question behind advice-seeking: Are you truly looking for direction, or for alignment with your values? Drawing from real-life coaching stories, they unpack six invitations to help you pause, reflect, and realign your financial decisions with your life’s purpose. In this episode, we discuss: How to ask better questions Ways to elevate your emotional awareness How to separate valuable advice from projection-based advice Today's article is from our very own blog post which you can find here. Listen...
2025-06-2743 minRetire With Purpose - The Retirement PodcastJordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful RetirementToday’s episode is a little different. I had the pleasure of being on Dr. Jordan Grumet’s Earn & Invest podcast and absolutely loved the content, so I’m sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement. You might recognize Jordan’s name as he was my guest in May of this year. For those that don’t know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for deep conversations about money and life. ...
2023-07-2458 minRetire With Purpose - The Retirement PodcastWhat a Cash Out Refinance Means for RetireesThis 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...
2020-11-2717 minRetire With Purpose - The Retirement PodcastYear-End Retirement Planning Deadlines for 2020This 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 im...
2020-11-2030 minRetire With Purpose - The Retirement PodcastWhat's Really Guaranteed With Fixed Rate Annuities?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...
2020-11-1325 minRetire With Purpose - The Retirement PodcastWhat If Stocks Don't Always Go Up? Advice for MillennialsThis 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...
2020-11-0623 minRetire With Purpose - The Retirement PodcastWhat the Coronavirus Means for the Future of Financial PlanningThis 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...
2020-10-3030 minRetire With Purpose - The Retirement PodcastPreserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In BasisThis 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 we...
2020-10-2317 minRetire With Purpose - The Retirement PodcastThe Biden Tax Plan: Proposed Changes And Year-End Planning OpportunitiesThis 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 eas...
2020-10-1624 minRetire With Purpose - The Retirement PodcastDoes Conflict-Free Advice Exist?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 im...
2020-10-0926 minRetire With Purpose - The Retirement PodcastRetirement Tools That Are Misunderstood Yet UsefulThis 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 th...
2020-10-0221 minRetire With Purpose - The Retirement Podcast8,000 Days - An Entire Phase of Your Life Waiting to be InventedThis 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 s...
2020-09-2524 minRetire With Purpose - The Retirement PodcastDo You Believe Fake News About Retirement?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 th...
2020-09-1826 minRetire With Purpose - The Retirement PodcastSuccessor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary BeneficiaryThis 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...
2020-09-1116 minRetire With Purpose - The Retirement PodcastThese Boomers Just Made Massive Retirement Mistakes — Don’t Be One of ThemThis 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...
2020-09-0423 minRetire With Purpose - The Retirement PodcastHow To Build Social Security’s Insecurity Into Your Retirement PlanThis 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...
2020-08-2819 minRetire With Purpose - The Retirement PodcastYour Retirement Asset Drawdown Strategy Should Fit Your Personal StoryThis 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...
2020-08-2127 minRetire With Purpose - The Retirement PodcastNavigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth ConversionsThis 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...
2020-08-1442 minRetire With Purpose - The Retirement PodcastIs 55 Too Early To Retire? What You Need To Retire EarlyThis 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 ea...
2020-08-0728 minRetire With Purpose - The Retirement PodcastTry Summing Up Your Retirement Motto in Just 7 LettersThis 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...
2020-07-3118 minRetire With Purpose - The Retirement PodcastNow Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder.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 mak...
2020-07-2427 minRetire With Purpose - The Retirement PodcastHow to Plan for a Smaller Social Security CheckThis 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...
2020-07-1724 minRetire With Purpose - The Retirement Podcast33 Things I Stole From People Smarter Than Me on the Way to 33 - Weekend ReadingThis 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...
2020-07-1028 minRetire With Purpose - The Retirement PodcastHappiness & the Gorilla - Weekend ReadingThis 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 imp...
2020-07-0323 minRetire With Purpose - The Retirement PodcastRich Americans Seize Historic Chance to Pass On Wealth Tax-FreeThis 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...
2020-06-2621 minRetire With Purpose - The Retirement PodcastA Rare Second Chance to Protect Nest Egg SavingsThis 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 ha...
2020-06-1927 minRetire With Purpose - The Retirement PodcastDoes Gold Belong in a Retirement Portfolio?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...
2020-06-1222 minRetire With Purpose - The Retirement PodcastHelping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family MembersThis 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...
2020-06-0533 minRetire With Purpose - The Retirement Podcast4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend ReadingThis 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 ea...
2020-05-2924 minRetire With Purpose - The Retirement PodcastYour Financial Advisor May Not Actually Be An ‘Advisor’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-p...
2020-05-2227 minRetire With Purpose - The Retirement PodcastIs Buying An Annuity In A Bear Market A Good Idea?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 ea...
2020-05-1526 minRetire With Purpose - The Retirement PodcastRetirement Or A 'Third Act': What Will You Choose? - Weekend ReadingThis 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 ha...
2020-05-0825 minRetire With Purpose - The Retirement PodcastThe Missing Ingredient in Most Retirement Plans - Weekend ReadingThis 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...
2020-05-0124 minRetire With Purpose - The Retirement PodcastIs Now a Good Time to Invest? - Weekend ReadingThis 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...
2020-04-2425 minRetire With Purpose - The Retirement Podcast10 Conversations Advisors Should be Having with Their Clients Right Now - Weekend ReadingThis 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 ea...
2020-04-1731 minRetire With Purpose - The Retirement PodcastWhat You Need To Do If You Lose Your Job - Weekend ReadingThis 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...
2020-04-1025 minRetire With Purpose - The Retirement PodcastCoronavirus Relief Bill Relaxes Rules on Retirement Savings - Weekend ReadingThis 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...
2020-04-0321 minRetire With Purpose - The Retirement PodcastWhat Goes Down Must Come Up? Not With Stock Market - Weekend ReadingThis 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 su...
2020-03-2723 minRetire With Purpose - The Retirement PodcastPostmortem Tax Planning For IRA Distributions After The SECURE Act - Weekend ReadingThis 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 s...
2020-03-2016 minRetire With Purpose - The Retirement PodcastBonus: Bear Market Strategies and the CoronavirusToday'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...
2020-03-1827 minRetire With Purpose - The Retirement PodcastAnnuity Age Restrictions: Too Old or Too Young? - Weekend ReadingThis 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...
2020-03-1325 minRetire With Purpose - The Retirement PodcastIf You’ll Still be Working at Age 65, Here’s How to Handle Medicare - Weekend ReadingThis week's retirement reading is from CNBC, titled If You’ll Still be Working at Age 65, Here’s How to Handle Medicare. 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/115 Show Notes: Howardbailey.com/115 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...
2020-03-0622 minRetire With Purpose - The Retirement PodcastWhat if You Retired at Market Peak - Weekend ReadingThis week's retirement reading is from Seeking Alpha, titled What if You Retired at Market Peak. 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/112 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/112 Rate & Review the Podcast: RetireWithPurpose.com/review
2020-02-2130 minRetire With Purpose - The Retirement PodcastRetirement Spending 101: The Do’s And Don’ts - Weekend ReadingThis week's retirement reading is from Forbes, titled Retirement Spending 101: The Do’s And Don’ts. 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/110 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/110 Rate & Review the Podcast: RetireWithPurpose.com/review Si...
2020-02-0726 minRetire With Purpose - The Retirement PodcastCase Study - Why We Can Be Cash-Heavy In RetirementThis week's episode covers a client case study. Join Casey Weade as he walks you through his step-by-step process for helping a couple retire with purpose. Today's episode can also be accessed by visiting Howardbailey.com/108 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/108 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to...
2020-01-3126 min
Retire With Purpose - The Retirement PodcastA Widow's Broker Made a Huge Mistake - Weekend ReadingThis week's retirement reading is from Kiplinger, titled A Widow's Broker Made a Huge Mistake. 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/107 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/107 Rate & Review the Podcast: RetireWithPurpose.com/review Si...
2020-01-2417 minRetire With Purpose - The Retirement Podcast4 Reasons to Avoid Multiple Financial Advisors - Weekend ReadingThis week's retirement reading is from HuffPost, titled 4 Reasons to Avoid Multiple Financial Advisors. 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/105 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/105 Rate & Review the Podcast: RetireWithPurpose.com/review Sign...
2020-01-1725 minRetire With Purpose - The Retirement PodcastThe 9 Types of People You'll Meet in Retirement - Weekend ReadingThis week's retirement reading is from Kiplinger, titled The 9 Types of People You'll Meet 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/104 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/104 Rate & Review the Podcast: RetireWithPurpose.com/review
2020-01-1028 minRetire With Purpose - The Retirement PodcastHow To Turn Your Pension Cash Value Into The Most Retirement Income - Weekend ReadingThis week's retirement reading is from Forbes, titled How To Turn Your Pension Cash Value Into The Most Retirement Income. 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/102 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/102 Rate & Review the Podc...
2020-01-0322 minRetire With Purpose - The Retirement PodcastObservations from the Brink of Retirement - Weekend ReadingThis week's retirement reading is from Kiplinger, titled Observations from the Brink of 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/101 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/101 Rate & Review the Podcast: RetireWithPurpose.com/review Sign...
2019-12-2723 minRetire With Purpose - The Retirement PodcastThe Extreme Risk of Trading Your Own Retirement Assets - Weekend ReadingThis week's retirement reading is from Nasdaq, titled The Extreme Risk of Trading Your Own Retirement Assets. 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/99 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/99 Rate & Review the Podcast: RetireWithPurpose.com/revi...
2019-12-2017 minRetire With Purpose - The Retirement PodcastDealing With Depression In Retirement + This Retirement Risk Can Kill You - Weekend ReadingThis week's retirement reading is a roundup of 2 different articles. Dealing With Depression In Retirement by Forbes This Retirement Risk Can Kill You - Here’s How To Plan For It by Forbes Listen in as Casey Weade breaks down each article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/98 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@how...
2019-12-1319 minRetire With Purpose - The Retirement Podcast4 Big Considerations Before You Retire - Weekend ReadingThis week's retirement reading is from The Balance, titled 4 Big Considerations Before 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/90 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/90 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up...
2019-11-0828 minRetire With Purpose - The Retirement Podcast12 Reasons LTC Planning Matters to Women - Weekend ReadingThis week's retirement reading is from ThinkAdvisor, titled 12 Reasons LTC Planning Matters to Women. 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/86 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/86 Rate & Review the Podcast: RetireWithPurpose.com/review Sign...
2019-10-1825 minRetire With Purpose - The Retirement PodcastSetting Up Our Kids For A Successful RetirementThis week's retirement reading is from Forbes, titled Setting Up Our Kids For A Successful 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/84 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/84 Rate & Review the Podcast: RetireWithPurpose.com/review Si...
2019-10-1125 minRetire With Purpose - The Retirement PodcastStop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses - Weekend ReadingThis week's retirement reading is from Kiplinger, titled Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses. 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/83 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/83 Rate & Review the Podca...
2019-10-0429 minRetire With Purpose - The Retirement PodcastLower Your Expectations for Returns Over the Next Decade - Weekend ReadingThis week's retirement reading is from Kiplinger, titled Lower Your Expectations for Returns Over the Next Decade. 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/81 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/81 Rate & Review the Podcast: RetireWithPurpose.com/review
2019-09-2727 minRetire With Purpose - The Retirement PodcastETFs Are More Tax-Efficient Than Mutual Funds. Here's Why - Weekend ReadingThis week's retirement reading is from ThinkAdvisor, titled ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why. 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/80 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/80 Rate & Review the Podcast: RetireWithPurpose.com/review
2019-09-2024 minRetire With Purpose - The Retirement PodcastA Recession Won't Wreck Your Retirement...But This Will - Weekend ReadingThis week's retirement reading is from Forbes, titled A Recession Won't Wreck Your Retirement...But This Will. 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/78 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: Howardbailey.com/78 Rate & Review the Podcast: RetireWithPu...
2019-09-1317 minRetire With Purpose - The Retirement PodcastHealthcare Costs, RMD Timing, Retirement Myths, and More - Weekend Reading RoundupThis week's retirement reading is a roundup of 4 different articles. A Mexican Hospital, American Surgeon, and a 5,000 cheque by New York Times IRS Ruling Could Alter RMD Timing by Think Advisor 3 Retirement Myths Debunked by Barrons Nervous Retirees Are Too Scared to Spend by Bloomberg Listen in as Casey Weade breaks down each article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/77 Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy...
2019-09-0623 minRetire With Purpose - The Retirement PodcastHow Does Sequence Of Returns Risk Impact Your Retirement?This week's retirement reading is from Forbes, titled How Does Sequence Of Returns Risk Impact Your 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/69 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 wh...
2019-08-0220 minRetire With Purpose - The Retirement PodcastPending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns - Weekend ReadingThis week's retirement reading is from Fox Business, titled Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns. 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/68 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, th...
2019-07-2621 minRetire With Purpose - The Retirement PodcastI retired at 34 with $3 million—here are 5 downsides of early retirement - Weekend ReadingThis week's retirement reading is from CNBC, titled I retired at 34 with $3 million—here are 5 downsides of 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/66 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 yo...
2019-07-1921 minRetire With Purpose - The Retirement PodcastBeware the 'Widow's Penalty' Tax Trap - Weekend ReadingThis week's retirement reading is from Financial Planning, titled Beware the 'Widow's Penalty' Tax Trap. 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/63 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...
2019-07-0521 minRetire With Purpose - The Retirement PodcastWhy the Buying Power of Social Security Benefits Has Plummeted - Weekend ReadingThis week's retirement reading is from Yahoo Finance, titled Why the Buying Power of Social Security Benefits Has Plummeted. 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/62 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...
2019-06-2821 minRetire With Purpose - The Retirement PodcastHow Worried Should I Be About the 'Tax Torpedo'? - Weekend ReadingThis week's retirement reading is from Kiplinger, titled How Worried Should I Be About the 'Tax Torpedo'?. 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/60 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 whe...
2019-06-2124 minRetire With Purpose - The Retirement PodcastSEC passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback - Weekend ReadingThis week's retirement reading is from Financial Planning, titled SEC Passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback. 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/59 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...
2019-06-1419 minRetire With Purpose - The Retirement PodcastWhat You Need To Know About Washington State's Public Long-Term Care Insurance Program - Weekend ReadingThis week's retirement reading is from Forbes, titled What You Need To Know About Washington State's Public Long-Term Care Insurance Program. 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/57 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...
2019-06-0722 minRetire With Purpose - The Retirement PodcastCould These Two Mega Trends Crush Your Retirement Plan? - Weekend ReadingThis week's retirement reading is from Forbes, titled Could These Two Mega Trends Crush 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/56 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 whe...
2019-05-3117 minRetire With Purpose - The Retirement PodcastRetirees, Weigh a Pension Lump Sum Offer CarefullyThis week's retirement reading is from Kiplinger, titled Retirees, Weigh a Pension Lump Sum Offer Carefully. 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/54 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...
2019-05-2418 minRetire With Purpose - The Retirement PodcastConfessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend ReadingThis week's retirement reading is an article Casey wrote for Forbes, titled Confessions of a Financial Advisor: 3 Mistakes to Avoid. 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/53 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 ben...
2019-05-1724 minRetire With Purpose - The Retirement PodcastWhat Is The "Bucket" Approach Strategy To Retirement Income Planning? - Weekend ReadingThis week's retirement reading is from Forbes, titled What Is The "Bucket" Approach Strategy To Retirement Income 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/51 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...
2019-05-1024 minRetire With Purpose - The Retirement PodcastMore Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients - Weekend ReadingThis week's retirement reading is from CNBC, titled More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/50 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, tha...
2019-05-0318 minRetire With Purpose - The Retirement PodcastHow Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over TimeThis week's retirement reading is from Kitces, titled How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time. 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/48 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...
2019-04-2621 minRetire With Purpose - The Retirement PodcastNew Annuities Starting to Address RMDs - Weekend ReadingThis week's retirement reading is from Investment News, titled New Annuities Starting to Address RMDs. 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/47 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...
2019-04-1922 minRetire With Purpose - The Retirement PodcastRetirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers - Weekend ReadingThis week, Casey Weade discusses an article from Market Watch, titled Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/45 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 rea...
2019-04-1221 minRetire With Purpose - The Retirement PodcastWeekend Reading - What Does Passing on Values to the Next Generation Really Look Like?This week, Casey Weade discusses an article from Advisors Perspectives, titled What Does Passing on Values to the Next Generation Really Look Like? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/43 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, tha...
2019-04-0518 minRetire With Purpose - The Retirement PodcastMaking the Most of a Health Savings Account Once You Turn Age 65This week, Casey Weade discusses an article from Kiplinger, titled Making the Most of a Health Savings Account Once You Turn Age 65. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/42 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...
2019-03-2216 minRetire With Purpose - The Retirement PodcastWeekend Reading - Supercharge Your Lifetime Retirement BenefitsThis week, Casey Weade discusses an article from Forbes titled Supercharge Your Lifetime Retirement Benefits. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/40 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, nea...
2019-03-1520 minRetire With Purpose - The Retirement PodcastWeekend Reading - Should Retirees Hold on to Equities? Not NecessarilyThis week, Casey Weade discusses an article from Market Watch, titled Should Retirees Hold on to Equities? Not Necessarily. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/39 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...
2019-03-0817 minRetire With Purpose - The Retirement PodcastWeekend Reading - Teach Your Children Well - Money lessons for the GrandkidsThis week, Casey Weade discusses an article from AARP, titled Teach Your Children Well - Money lessons for the Grandkids Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/37 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...
2019-03-0119 minRetire With Purpose - The Retirement PodcastWeekend Reading - Is Retiring at the Average Age a Smart Move?This week, Casey Weade discusses an article from The Balance, titled Average Retirement Age in the United States: Is Retiring at the Average Age a Smart Move? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/36 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...
2019-02-2214 minRetire With Purpose - The Retirement PodcastWeekend Reading - How Likely is it That Social Security Will Go Broke?This week, Casey Weade discusses an article from MarketWatch, titled How Likely is it That Social Security Will Go Broke? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/34 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 wh...
2019-02-1520 minRetire With Purpose - The Retirement PodcastWeekend Reading - 2 Retirement Killers And How To Avoid ThemThis week, Casey Weade discusses an article from Forbes, titled 2 Retirement Killers And How To Avoid Them. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/33 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, ne...
2019-02-0820 minRetire With Purpose - The Retirement PodcastClient Case Study - How One Couple Successfully Stepped Into RetirementThis week, Casey Weade discusses a client case study outlining how one couple successfully stepped into retirement. Listen in as Casey breaks down the exact steps Howard Bailey took to build out a comprehensive plan. Today's episode can also be accessed by visiting Howardbailey.com/31 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/31 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but i...
2019-02-0120 minRetire With Purpose - The Retirement PodcastWeekend Reading: Why Wealthy People May Want to Take Social Security at Age 62This week, Casey Weade discusses an article from Kiplinger titled Why Wealthy People May Want to Take Social Security at Age 62. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/30 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/30 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 do...
2019-01-2520 minRetire With Purpose - The Retirement PodcastWeekend Reading: Navigating the Financial Side of a RelationshipThis week, Casey Weade discusses an article from NY Times, titled "Navigating the Financial Side of a Relationship" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/28 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/28 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 hav...
2019-01-1820 minRetire With Purpose - The Retirement PodcastWeekend Reading - New 401(K) Legislation Could Bring Big Changes For Retirement SaversThis week, Casey Weade discusses an article from Forbes, titled "New 401(K) Legislation Could Bring Big Changes For Retirement Savers" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/26 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...
2019-01-0419 minRetire With Purpose - The Retirement PodcastWeekend Reading: End-Of-Year Contribution And Distribution Planning For Tax-Favored AccountsThis week, Casey Weade discusses an article from Kitces, titled "End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts." Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/24 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 whe...
2018-12-2120 minRetire With Purpose - The Retirement PodcastWeekend Reading: Young Savers Can’t Assume Roths Are Right for ThemThis week, Casey Weade discusses an article from Kiplinger, titled "Young Savers Can’t Assume Roths Are Right for Them" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/22 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 yo...
2018-12-0719 minRetire With Purpose - The Retirement PodcastWeekend Reading - 5 Tax Strategies for Small-Business OwnersThis week, Casey Weade discusses an article that he wrote for Kiplinger, titled "5 Tax Strategies for Small-Business Owners" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/21 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 whe...
2018-11-3024 minRetire With Purpose - The Retirement PodcastWeekend Reading -- The No. 1 IRA MistakeThis week, Casey Weade discusses an article from Financial Planning magazine, titled "The No. 1 IRA Mistake." Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/19 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...
2018-11-2320 minRetire With Purpose - The Retirement PodcastWeekend Reading - Kitces: Are Retiree Health Care Costs Overblown?This week, Casey Weade discusses an article from Financial Planning, titled "Kitces: Are Retiree Health Care Costs Overblown?" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/18 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 wh...
2018-11-1626 minRetire With Purpose - The Retirement PodcastWeekend Reading - How to Prepare for the Next Financial Storm That's Coming!This week, Casey Weade discusses an important concept. It's all about How to Prepare for the Next Financial Storm that's Coming! Listen in as Casey breaks down this idea and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/16 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 bene...
2018-11-0917 minRetire With Purpose - The Retirement PodcastWeekend Reading - 5 quirky IRA Rules You Never Heard OfThis week, Casey Weade discusses an article from FinancialPlanning, titled "5 quirky IRA Rules You Never Heard Of". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/15 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 yo...
2018-11-0217 minRetire With Purpose - The Retirement PodcastWeekend Reading - Bigger Social Security Checks in 2019 May Not Be Big Enough: AARPThis week, Casey Weade discusses an article from Fox Business titled "Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/13 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 ar...
2018-10-2619 minRetire With Purpose - The Retirement PodcastWeekend Reading - Social Security: 3 Things Democrats and Republicans Actually Agree On + Why Retirees' Tax Rates May Be Higher Than They ExpectThis week, Casey Weade discusses 2 different articles. The first is from Motley Fool, titled "Social Security: 3 Things Democrats and Republicans Actually Agree On" and the second is from CNBC, titled "Why Retirees' Tax Rates May Be Higher Than They Expect." Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/12 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 we...
2018-10-1924 minRetire With Purpose - The Retirement PodcastWeekend Reading - How Birth Year Shapes A Generational Experience In Stock Market InvestingThis week, Casey Weade discusses an article from Kitces.com titled "How Birth Year Shapes A Generational Experience In Stock Market Investing."Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/10 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 ar...
2018-10-1216 minRetire With Purpose - The Retirement PodcastWeekend Reading - Most Americans in the Dark on Key Deductions & Rules + 6 Facts Every Parent Should Know About 529 Tax DeductionsThis week, Casey Weade discusses 2 different articles. The first is from NerdWallet, titled "Most Americans in the Dark on Key Deductions & Rules" and the second is from Student Loan Hero, titled "6 Facts Every Parent Should Know About 529 Tax Deductions" Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/09 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, Ca...
2018-10-0526 minRetire With Purpose - The Retirement PodcastWeekend Reading - What Helps or Hurts Investment Returns? Here’s a RankingThis week, Casey Weade discusses an article from Bloomberg titled "What Helps or Hurts Investment Returns? Here’s a Ranking." Listen in as he breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/07 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 y...
2018-09-2828 min