Retire With Purpose - The Retirement Podcast
440 episodes - English - Latest episode: 16 days ago - ★★★★★ - 440 ratingsThe Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc.
Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement.
Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country.
The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs.
About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better.
University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.
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Episodes
138: Does Gold Belong in a Retirement Portfolio?
June 12, 2020 10:00 - 22 minutes - 21.3 MBThis 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 RetireWithPurpose.com/138 Show Notes: RetireWithPurpose.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 informatio...
137: Longevity and Purpose with Billionaire Dwayne Clark
June 08, 2020 10:00 - 1 hour - 154 MBToday’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 new...
136: Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
June 05, 2020 10:00 - 33 minutes - 76.4 MBThis 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 RetireWithPurpose.com/136 Show Notes: RetireWithPurpose.com/136 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of con...
135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading
May 29, 2020 10:00 - 24 minutes - 23.2 MBThis 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 RetireWithPurpose.com/135 Show Notes: RetireWithPurpose.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 retirem...
134: Rediscover Your Childlike Wonder with John O'Leary
May 25, 2020 10:00 - 1 hour - 65 MBToday’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 ...
133: Your Financial Advisor May Not Actually Be An ‘Advisor’
May 22, 2020 10:00 - 27 minutes - 25.8 MBThis 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 RetireWithPurpose.com/133 Show Notes: RetireWithPurpose.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 infor...
132: Is Buying An Annuity In A Bear Market A Good Idea?
May 15, 2020 09:00 - 26 minutes - 16 MBThis 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 RetireWithPurpose.com/132 Show Notes: RetireWithPurpose.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 informati...
131: Your Mental Wealth with Dr. Brad Klontz
May 11, 2020 09:00 - 1 hour - 156 MBToday’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 psy...
130: Retirement Or A 'Third Act': What Will You Choose? - Weekend Reading
May 08, 2020 10:00 - 25 minutes - 59.1 MBThis 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 RetireWithPurpose.com/130 Show Notes: RetireWithPurpose.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 informati...
129: The Missing Ingredient in Most Retirement Plans - Weekend Reading
May 01, 2020 09:00 - 24 minutes - 23.2 MBThis 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 RetireWithPurpose.com/129 Show Notes: RetireWithPurpose.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 informa...
128: The Future of Real Estate Investing with Jason Hartman
April 27, 2020 10:00 - 44 minutes - 41.4 MBToday’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 c...
127: Is Now a Good Time to Invest? - Weekend Reading
April 24, 2020 10:00 - 25 minutes - 23.3 MBThis 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 RetireWithPurpose.com/127 Show Notes: RetireWithPurpose.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...
126: 10 Conversations Advisors Should be Having with Their Clients Right Now - Weekend Reading
April 17, 2020 10:00 - 31 minutes - 28.9 MBThis 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 RetireWithPurpose.com/126 Show Notes: RetireWithPurpose.com/126 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financi...
125: The End of Retirement with Political Economist, John Tamny
April 13, 2020 09:00 - 1 hour - 65.8 MBToday’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 -...
124: What You Need To Do If You Lose Your Job - Weekend Reading
April 10, 2020 10:00 - 25 minutes - 59.6 MBThis 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 RetireWithPurpose.com/124 Show Notes: RetireWithPurpose.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...
123: How a Professor of Finance Designed His Own Retirement
April 06, 2020 10:00 - 1 hour - 66.4 MBToday’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 conver...
122: Coronavirus Relief Bill Relaxes Rules on Retirement Savings - Weekend Reading
April 03, 2020 10:00 - 21 minutes - 49.5 MBThis 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 RetireWithPurpose.com/122 Show Notes: RetireWithPurpose.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 i...
121: The Safety First Approach to Retirement Income with Wade Pfau
March 30, 2020 09:00 - 1 hour - 63.7 MBToday’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 insigh...
120: What Goes Down Must Come Up? Not With Stock Market - Weekend Reading
March 27, 2020 10:00 - 23 minutes - 53.7 MBThis 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 RetireWithPurpose.com/120 Show Notes: RetireWithPurpose.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 ...
119: Postmortem Tax Planning For IRA Distributions After The SECURE Act - Weekend Reading
March 20, 2020 10:00 - 16 minutes - 30.1 MBThis 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 RetireWithPurpose.com/119 Show Notes: RetireWithPurpose.com/119 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting finan...
118: Bonus: Bear Market Strategies and the Coronavirus
March 18, 2020 10:00 - 27 minutes - 18.6 MBToday'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 RetireWithPurpose.com/118 Show Notes: RetireWithPurpose.com/118 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting fina...
117: Coronavirus and Your Retirement with Daniel Crosby
March 16, 2020 10:00 - 1 hour - 60.1 MBToday’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 - bot...
116: Annuity Age Restrictions: Too Old or Too Young? - Weekend Reading
March 13, 2020 10:00 - 25 minutes - 23.7 MBThis 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 RetireWithPurpose.com/116 Show Notes: RetireWithPurpose.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 informati...
115: If You’ll Still be Working at Age 65, Here’s How to Handle Medicare - Weekend Reading
March 06, 2020 11:00 - 22 minutes - 20.6 MBThis 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 RetireWithPurpose.com/115 Show Notes: RetireWithPurpose.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 reti...
114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight
March 02, 2020 11:00 - 1 hour - 53.8 MBDavid McKnight is a champion for the American people. He’s not only warned us all about why we should expect taxes to get higher in the future, he’s also taught people how to be in the 0% tax bracket when you retire. It may sound impossible, but today, David’s going to walk you through exactly how to do it. David has appeared in Forbes, USA Today, the New York Times, and on CNBC. His bestselling book, The Power of Zero, has sold over 140,000 copies. The updated edition, published in Septem...
113: The Next Big Retirement Threat — Keeping Your Job Past 50 - Weekend Reading
February 28, 2020 12:50 - 22 minutes - 15.8 MBThis week's retirement reading is from Forbes, titled The Next Big Retirement Threat — Keeping Your Job Past 50. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/113 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 [email protected]. ...
112: What if You Retired at Market Peak - Weekend Reading
February 21, 2020 11:00 - 30 minutes - 28.5 MBThis 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 RetireWithPurpose.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 [email protected]. Show N...
111: How To Create a Powerful Fitness Routine at Any Age with Nate Palmer
February 17, 2020 11:00 - 1 hour - 74 MBToday’s guest is Nate Palmer - NASM certified personal trainer, corrective exercise specialist, and Precision Nutrition Level 1 Coach. He specializes in working with entrepreneurs and business owners to create energy, focus, and a lean, healthy body – that shows up for your work, family, and focus time. Nate’s writing has been published in The Huffington Post, T Nation, Muscle & Strength, Askmen, Breaking Muscle, and a number of other outlets. After he and his wife retired young to trave...
110: Retirement Spending 101: The Do’s And Don’ts - Weekend Reading
February 07, 2020 11:00 - 26 minutes - 24.9 MBThis 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 RetireWithPurpose.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 [email protected]. Sho...
109: How to Downsize Your Life (and Upsize Your Lifestyle) with John and Ingrid Sullivan
February 03, 2020 11:00 - 1 hour - 67.2 MBAs empty nesters, retirees often find themselves in homes that are simply too big. With adult children out of the house, empty bedrooms, and projects that need to get done to keep the property in great shape, continuing to maintain a home that made sense for decades can start to feel like a financial burden and a source of real stress. This is why so many retirees start thinking about downsizing - and when they do, I recommend they read John and Ingrid Sullivan’s book, The Ultimate Guide t...
108: Case Study - Why We Can Be Cash-Heavy In Retirement
January 31, 2020 11:00 - 26 minutes - 25 MBThis 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 RetireWithPurpose.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 [email protected]. Show Notes: RetireWithPu...
107: A Widow's Broker Made a Huge Mistake - Weekend Reading
January 24, 2020 11:00 - 17 minutes - 16.7 MBThis 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 RetireWithPurpose.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 [email protected]. Show Not...
106: How to Set Meaningful Goals in Retirement with George Schofield
January 20, 2020 11:00 - 1 hour - 75.9 MBToday’s guest is George Schofield – an entrepreneur, consultant, author, and public speaker who helps businesses and individuals develop new, smarter approaches to life planning and retirement. George is one of PBS’ Top 50 Influencers in Aging and has written on retirement and financial planning for Fox Business, Yahoo! Finance, Nasdaq, MarketWatch, and Credit.com, among many other outlets. He’s also the author of How Do I Get There from Here: Planning for Retirement when the Old Rules N...
105: 4 Reasons to Avoid Multiple Financial Advisors - Weekend Reading
January 17, 2020 11:00 - 25 minutes - 23.7 MBThis 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 RetireWithPurpose.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 [email protected]. ...
104: The 9 Types of People You'll Meet in Retirement - Weekend Reading
January 10, 2020 11:00 - 28 minutes - 26.8 MBThis 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 RetireWithPurpose.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 [email protected]. ...
103: How to Choose the Right Financial Advisor with Brad Johnson
January 06, 2020 11:00 - 1 hour - 67.9 MBChoosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, not all financial advisors are created equal - and if you’re not careful, it could cost you! Today’s guest, Brad Johnson is here to offer a unique perspective. Brad is the VP of Advisor Development at Advisors Excel (the largest independent insurance brokerage firm in the US) and coach to the biggest and brightest financial advisors in the country. He’s also the host of T...
102: How To Turn Your Pension Cash Value Into The Most Retirement Income - Weekend Reading
January 03, 2020 11:00 - 22 minutes - 20.7 MBThis 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 RetireWithPurpose.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@howar...
101: Observations from the Brink of Retirement - Weekend Reading
December 27, 2019 11:00 - 23 minutes - 22 MBThis 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 RetireWithPurpose.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 [email protected]. Sho...
100: How To Talk To Your Aging Parents About Money with Cameron Huddleston
December 23, 2019 11:00 - 1 hour - 60.7 MBWe all know we need to talk to our parents about money. We all know that we need to get their affairs in order in case something happens, especially as they get older. However, life has a tendency to get in the way, we table these conversations for later, and we sweep them under the rug. This is a problem for many reasons, but no fact drives this home faster than a Fidelity study in which 69% of parents said they expected one of their children to manage their money, yet over a third of the c...
099: The Extreme Risk of Trading Your Own Retirement Assets - Weekend Reading
December 20, 2019 11:00 - 17 minutes - 16.7 MBThis 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 RetireWithPurpose.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 [email protected]. ...
098: Dealing With Depression In Retirement + This Retirement Risk Can Kill You - Weekend Reading
December 13, 2019 11:00 - 19 minutes - 17.9 MBThis 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 RetireWithPurpose.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 obtai...
097: How to Retire Abroad with Keith & Tina Paul
December 09, 2019 11:00 - 1 hour - 42.1 MBWhile many people devote time to travel after they retire, even more retirees are now finding new countries to call home - to enjoy an even better quality of life and standard of living. In their mid-fifties, Keith and Tina Paul decided to leave Southern California to make Ecuador their home. Before retirement, Keith was the Chief Technology Officer for the University of Southern California Medical Center, and Tina owned her own neuropathic medicine practice in California. Since moving to ...
096: Retirement Planning, Step 6: Tax Planning
December 06, 2019 11:00 - 29 minutes - 27.5 MBToday is the continuation of a 6-part series that outlines our retirement planning process. We dive into the sixth step of the process, "Tax Planning" Find out more during today's conversation at RetireWithPurpose.com/96 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 [email protected]. Show Notes: RetireWithPurpose.c...
095: Retirement Planning, Step 5: Estate Planning
November 29, 2019 11:00 - 23 minutes - 17 MBToday is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fifth step of the process, "Estate Planning" Find out more during today's conversation at RetireWithPurpose.com/95 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 [email protected]. Show Notes: RetireWit...
094: Empowering Widows Financially with Dr. Kathleen Rehl
November 25, 2019 11:00 - 1 hour - 45.1 MBAlmost every financial advisor faces a time in their career during which their clients’ spouses pass away, and many advisors struggle to know how to both provide support and guidance to their newly widowed clients’ surviving partners. In fact, as many as 70% of widows change financial advisors after the death of their spouse, and a lack of understanding is almost always the reason. After Dr. Kathleen Rehl’s late husband passed, she set out on a journey to help empower widows, as well as th...
093: Retirement Planning, Step 4: Growth
November 22, 2019 11:00 - 23 minutes - 15.8 MBToday is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fourth step of the process, "Growth" Find out more during today's conversation at RetireWithPurpose.com/93 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 [email protected]. Show Notes: RetireWithPurpose...
092: Retirement Planning, Step 3: Income Planning
November 15, 2019 11:00 - 27 minutes - 25.6 MBToday is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the third step of the process, "Income Planning" Find out more during today's conversation at RetireWithPurpose.com/92 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 [email protected]. Show Notes: Retir...
091: How Baby Boomers are Reinventing Retirement with Dr. Sara Geber
November 11, 2019 10:00 - 1 hour - 56.2 MBThe word “retirement” inspires a lot of negative feelings in people of all ages, but especially baby boomers. More than ever, retirees want to be seen as youthful, want to continue to be useful, and want to continue doing something that gives them meaning and purpose. Few people understand this better than Dr. Sara Geber. Sara is the author of Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults. She brings an extensive background in ...
090: 4 Big Considerations Before You Retire - Weekend Reading
November 08, 2019 11:00 - 28 minutes - 26.6 MBThis 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 RetireWithPurpose.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 [email protected]. Show No...
089: Retirement Planning, Step 2: Liquidity
November 01, 2019 10:00 - 23 minutes - 15.6 MBToday is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the second step of the process, "Liquidity" Find out more during today's conversation at RetireWithPurpose.com/89 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 [email protected]. Show Notes: RetireWith...