Retire With Purpose - The Retirement Podcast
446 episodes - English - Latest episode: 28 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
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...
088: The Philosophical Questions Behind Retirement with Mitch Anthony
October 28, 2019 10:00 - 56 minutes - 37.6 MBSometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, “When are we going to get to tax strategies? When are we going to get to income strategies?” We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from th...
087: Retirement Planning, Step 1: Purpose
October 25, 2019 10:00 - 20 minutes - 13.9 MBToday is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series with our first step, "Purpose". Find out more during today's conversation at RetireWithPurpose.com/87 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.com...
086: 12 Reasons LTC Planning Matters to Women - Weekend Reading
October 18, 2019 10:00 - 25 minutes - 16.5 MBThis 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 RetireWithPurpose.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 [email protected]. Sh...
086: 12 Reasons LTC Planning Matters to Woman - Weekend Reading
October 18, 2019 10:00 - 25 minutes - 16.5 MBThis week's retirement reading is from ThinkAdvisor, titled 12 Reasons LTC Planning Matters to Woman. 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/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 [email protected]. Sh...
085: Making Sense of Social Security with Mary Beth Franklin
October 14, 2019 10:00 - 1 hour - 47.8 MBFew people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at InvestmentNews, a nationally recognized expert in Social Security claiming strategies, and a frequent public speaker. With a background as a Capitol Hill reporter and experience as a retirement and tax editor at a national magazine, she’s an authority on retirement income planning. Today, Mary Beth joins the podcast to answer your many questions about Social Security. You’ll ...
084: Setting Up Our Kids For A Successful Retirement
October 11, 2019 08:00 - 25 minutes - 17.2 MBThis 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 RetireWithPurpose.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 [email protected]. Sh...
083: Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses - Weekend Reading
October 04, 2019 10:00 - 29 minutes - 17 MBThis 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 RetireWithPurpose.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 req...
082: Recovering from Bankruptcy and Creating a Legacy of Love with Ken Wimberly
September 30, 2019 10:00 - 1 hour - 38.4 MBKen Wimberly hasn’t just gone bankrupt - he’s lived to tell the tale. After having success in the real estate industry, overspending and the Great Recession forced Wimberly to shrink his financial life and pay off hundreds of thousands of dollars in debt. As he rebuilt his financial life, Ken also founded Legacy of Love: a digital parent-to-child or grandparent-to-child journaling platform. It's a place to capture moments, save memories, leave lessons, document photos, or videos, voice no...
081: Lower Your Expectations for Returns Over the Next Decade - Weekend Reading
September 27, 2019 10:00 - 27 minutes - 16.2 MBThis 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 RetireWithPurpose.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 [email protected]...
080: ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why - Weekend Reading
September 20, 2019 10:00 - 24 minutes - 14.6 MBThis 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 RetireWithPurpose.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@howardbaile...
079: Rewriting The Narrative of Growing Up, Growing Older, and Growing Richer with Karen Sands
September 16, 2019 10:00 - 1 hour - 38.6 MBAs more and more adults of retirement age take on new challenges, embark on second-act careers, and pursue far more than just a life of cocktails and travel, the language around aging and retirement is changing. Few understand this better than Karen Sands, who is a true “new age retiree.” In her book, The Ageless Way, Karen proposes that women choose not to deny nor be defined by their age, but to transcend it entirely. Through a blend of intimate storytelling, historical insights, and cut...
078: A Recession Won't Wreck Your Retirement...But This Will - Weekend Reading
September 13, 2019 10:00 - 17 minutes - 10.6 MBThis 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 RetireWithPurpose.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 [email protected]. ...
077: Healthcare Costs, RMD Timing, Retirement Myths, and More - Weekend Reading Roundup
September 06, 2019 09:00 - 23 minutes - 14.1 MBThis 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 RetireWithPurpose.com/77 Please note: For this special giveaway of ...
076: How to “Live Forever” and Find Fulfillment and Happiness in our Longer Lives
September 02, 2019 15:05 - 1 hour - 35.7 MBFor the first time in history, there are more people over the age of 60 than under the age of 18. As we strive for longevity, this number will continue to rise - and whether we like it or not, it’s going to have a major impact on our economy and society as a whole. Which is the topic of today’s discussion with Marc Freedman. Marc is the President, CEO and Founder of Encore.org, a renowned social entrepreneur, thought leader and writer. Under Marc’s leadership, Encore.org has sparked a grow...
075: Principles of Retirement Planning, Part 4: The Purpose of Your Money
August 30, 2019 10:00 - 29 minutes - 17.4 MBThis is part 4 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about the purpose of your money. Today's episode can also be accessed by visiting RetireWithPurpose.com/75 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 ne...
074: Principles of Retirement Planning, Part 3: Tax Buckets
August 23, 2019 10:00 - 23 minutes - 13.6 MBThis is part 3 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about Tax Buckets. Today's episode can also be accessed by visiting RetireWithPurpose.com/74 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...
073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava
August 19, 2019 13:10 - 1 hour - 37.8 MBAt some point in almost every single client meeting, we get asked how much health insurance is going to cost, what Medicare costs, how to prepare for long-term care expenses, what to budget for, and what additional coverage they should get. The healthcare space is extremely complex, and that’s why Dr. Katy Votava is highly educated within it. A registered nurse with a Ph.D. in healthcare economics and nursing, she founded GOODCARE to help consumers, small businesses, and financial advisors...
072: Principles of Retirement Planning, Part 2: The 3 Worlds of Investments
August 16, 2019 10:00 - 29 minutes - 17.4 MBIn this episode of the podcast, we're continuing the conversation we started last week. This is part 2 of a 4-part series covering the Principles of Retirement Planning. Today is all about the 3 worlds of investments. Today's episode can also be accessed by visiting RetireWithPurpose.com/72 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, C...
071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?
August 09, 2019 10:00 - 21 minutes - 14.8 MBOver the next month, we're going to be talking about some of the fundamental principles that will affect your retirement - and we're starting today by tackling the topic of risk. More specifically, there's 3 things that you need to focus on when discussing risk. Find out more during today's conversation. Today's episode can also be accessed by visiting RetireWithPurpose.com/71 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial adv...
070: How to Manage the Psychological Effects of Retirement with Robert Delamontagne
August 05, 2019 10:00 - 1 hour - 41.3 MBDr. Robert Delamontagne is a leading expert on the psychological aspects of retirement. He’s the author of the Retiring Mind series of books, in which he helps people manage the negative psychological effects they experience after retiring. In today’s episode of the podcast, we’re digging deep into two books in the series. The first of these is Honey, I’m Home, in which he writes about the heart energy and why you should revisit it if you’re suffering from marital conflicts after retiremen...
069: How Does Sequence Of Returns Risk Impact Your Retirement? - Weekend Reading
August 02, 2019 10:00 - 20 minutes - 13.8 MBThis 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 RetireWithPurpose.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...
068: Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns - Weekend Reading
July 26, 2019 10:00 - 21 minutes - 12.6 MBThis 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 RetireWithPurpose.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,...
067: How to Use Your “Halftime” to Make a Difference with Dean Niewolny
July 22, 2019 10:00 - 1 hour - 40.4 MBEveryone wants to live a life of significance - and few people know this better than Dean Niewolny. Dean is the CEO of the Halftime Institute, where he helps people expand their own "first half" success and skills into passion and purpose for meeting human needs and making a difference. In his book Trade Up, Dean takes readers through your "Halftime"—when you pause to consider how to finish the game—to fuller, richer work and life. He speaks at events around the world, encouraging business...
066: I retired at 34 with $3 million—here are 5 downsides of early retirement - Weekend Reading
July 19, 2019 10:00 - 21 minutes - 14.7 MBThis 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 RetireWithPurpose.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...
065: The Earnings Test and the Capital Gains Tax Break - Weekend Reading
July 12, 2019 10:00 - 18 minutes - 13.5 MBThis week's retirement reading is a little different. Casey is discussing a handful of articles, including "Can Your Clients Pass the Earnings Test?", "White House Considers Capital Gains Tax Break that Would Benefit the Wealthy", and "The Rolling Stones Know What You Need: An Annuity". Listen in as he breaks down each article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/65 Sign Up to Casey's Weekend Reading Email! Sifting through ...
064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder
July 08, 2019 10:00 - 1 hour - 39.9 MBGeorge Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest and most profound goals. He helps them to pursue their aspirations, discuss and resolve obstacles, create concrete financial plans, and provides ongoing guidance as they accomplish their objectives. George has published three books on money, including Lighting the Torch, Life Planning for You, and Seven Stages of Money Maturity, which was featured in the July 2018 Wall St...
063: Beware the 'Widow's Penalty' Tax Trap - Weekend Reading
July 05, 2019 10:00 - 21 minutes - 12.7 MBThis 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 RetireWithPurpose.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 ...
062: Why the Buying Power of Social Security Benefits Has Plummeted - Weekend Reading
June 28, 2019 10:00 - 21 minutes - 12.7 MBThis 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 RetireWithPurpose.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 ...
061: How Women Can Prepare For Retirement with Jean Chatzky
June 24, 2019 14:25 - 56 minutes - 34 MBJean Chatzky is the financial editor for TODAY. By working hard, interviewing some of the brightest minds in the field, building relationships, learning from others, and talking to smart people for a living, she’s developed a unique and highly accessible approach to teaching financial literacy, especially for women. In Jean’s new book, Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve, she gets women to open up abo...
060: How Worried Should I Be About the 'Tax Torpedo'? - Weekend Reading
June 21, 2019 10:00 - 24 minutes - 14.2 MBThis 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 RetireWithPurpose.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-pick...
059: SEC passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback - Weekend Reading
June 14, 2019 10:00 - 19 minutes - 13.8 MBThis 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 RetireWithPurpose.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, ...
058: A Deep Dive into Annuities with Richard Kado
June 10, 2019 10:00 - 1 hour - 38.6 MBRichard Kado is the president of Genesis Financial Development. As part of the team that created the first fixed index annuity, he holds 15 patents on annuity products - more than anyone else in the marketplace - and works closely with Annexus to produce new fixed income products. At nearly 70, he’s still doing the work he loves in what he calls semi-retirement, staying very physically active, and spending lots of time with his family. Many financial advisors have complex feelings about an...
057: What You Need To Know About Washington State's Public Long-Term Care Insurance Program - Weekend Reading
June 07, 2019 10:00 - 22 minutes - 16 MBThis 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 RetireWithPurpose.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, Case...
056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading
May 31, 2019 10:00 - 17 minutes - 10.6 MBThis 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 RetireWithPurpose.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-p...
055: How to Navigate The Changing Retirement Landscape with David Blanchett
May 27, 2019 10:00 - 59 minutes - 38.2 MBLots of retirement research comes from people who are trying to sell you products, but David Blanchett is not that kind of researcher. A CFP, CFA, and PhD, David is Adjunct Professor of wealth management at The American College of Financial Services, a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program, and the head of retirement research for Morningstar Investment Management, LLC. For his authentic, impartial research, David has been called on...
054: Retirees, Weigh a Pension Lump Sum Offer Carefully - Weekend Reading
May 24, 2019 12:00 - 18 minutes - 11.2 MBThis 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 RetireWithPurpose.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-pi...
053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading
May 17, 2019 10:00 - 24 minutes - 14.2 MBThis 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 RetireWithPurpose.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 i...
052: Discover the Power of Gratitude with John Israel’s Mr. Thank You Project
May 13, 2019 10:00 - 1 hour - 41.5 MBJohn Israel is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet … One Card at a Time. Over the course of one year, John wrote five handwritten Thank You cards a day, every day, for 365 straight days. In a world that many believe is less grateful and appreciative than ever before, John’s work has truly struck a chord with people, and he’s shared his experiences on ABC News, FOX News, iHeartRadio, Popsugar, and even in a TEDx Talk...
051: What Is The "Bucket" Approach Strategy To Retirement Income Planning? - Weekend Reading
May 10, 2019 10:00 - 24 minutes - 14.3 MBThis 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 RetireWithPurpose.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 e...
050: More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients - Weekend Reading
May 03, 2019 10:00 - 18 minutes - 11.2 MBThis 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 RetireWithPurpose.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, C...
049: How to Live Your Next3rd with Kris Van Der Pas-Norenius
April 29, 2019 10:00 - 56 minutes - 35.7 MBKris Van Der Pas-Norenius sold her successful business at the age of 55 - and learned a lot of things about retirement the hard way. In the years that followed, she studied and became certified with Retirement Options, then founded Next3rd to help others learn from her experiences and expertise. At Next3rd, she blogs, connects with followers across Facebook and Twitter, publishes a newsletter, and gives speaking engagements to change how people perceive - and live through - retirement. She...
048: How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time - Weekend Reading
April 26, 2019 10:00 - 21 minutes - 15 MBThis 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 RetireWithPurpose.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, Ca...
047: New Annuities Starting to Address RMDs - Weekend Reading
April 19, 2019 10:00 - 22 minutes - 15.6 MBThis 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 RetireWithPurpose.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 ...
046: How To Stay Present, Benefit From Past Memories, and Plan For The Future with Laurie Cameron
April 15, 2019 10:00 - 1 hour - 37.8 MBLaurie Cameron is the founder and CEO of Purpose Blue, a mindfulness consultancy that has delivered coaching and leadership training to Fortune 100 companies including Google and Cisco, universities, and other groups all over the world. She is also the author of The Mindful Day: Practical Ways to Find Focus, Calm, and Joy From Morning to Evening, which is the #3 bestselling book on mindfulness for 2018, and my most gifted book of all time. Lots of people roll their eyes at the idea of mind...