Latest Certifiedfinancialplanner Podcast Episodes
432: Are Buffer ETFs a Good Tool to Reduce Market Risk?
Retire With Purpose - The Retirement Podcast - April 12, 2024 10:00 - 20 minutes ★★★★★ - 440 ratingsBuffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk? In this episode, we discuss: Why buffer ETFs have become so popular How they compare to annuities The benefit of professional management Today's article...
431: Key Insights for a Happier and Wealthier You
Retire With Purpose - The Retirement Podcast - April 05, 2024 10:00 - 36 minutes ★★★★★ - 440 ratingsAncient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success. Today's article comes from New...
430: Living Your Best Life in Retirement with Lux Narayan
Retire With Purpose - The Retirement Podcast - April 01, 2024 10:00 - 56 minutes ★★★★★ - 440 ratingsToday, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytel...
429: Do You Have Good 401(k) Hygiene?
Retire With Purpose - The Retirement Podcast - March 29, 2024 10:00 - 22 minutes ★★★★★ - 440 ratingsSaving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts. In this episode, we discuss: Four options for your old 401(k) accounts Proper ways to rollover your old 401(k)s The impact of Secure Act 2.0 on orphan 401(k)...
428: Navigating the Transition into Your Second Half of Life
Retire With Purpose - The Retirement Podcast - March 22, 2024 10:00 - 36 minutes ★★★★★ - 440 ratingsMoving from the first half of life into the second half can be a confusing and rocky experience. In this episode, we discuss: The role that “ego” plays in our lives How to find meaning as our identity shifts The importance of mental health and its connection with longevity Today's ar...
427: Leveraging Your Experiences During Life Transitions to Build a Better Future
Retire With Purpose - The Retirement Podcast - March 15, 2024 10:00 - 30 minutes ★★★★★ - 440 ratingsLife transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way. Join us as we discuss: How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitions Today's articl...
426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD
Retire With Purpose - The Retirement Podcast - March 11, 2024 10:00 - 1 hour ★★★★★ - 440 ratingsToday, I’m talking to Marc Schulz, PhD. In addition to being a practicing therapist, Dr. Schulz is the Associate Director of the Harvard Study of Adult Development, Director of the Data Science program at Bryn Mawr, and former chair of that school’s psychology and clinical development psychology...
425: Retiring Soon? 9 Retirement Surprises to Consider Today
Retire With Purpose - The Retirement Podcast - March 08, 2024 11:00 - 34 minutes ★★★★★ - 440 ratingsRetirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study. Join us as we discuss: Positive surprises that might provide relief if you’re anxious about retirement Potentially negative surprises that you...
424: If Stocks Beat Bonds, Why Diversify?
Retire With Purpose - The Retirement Podcast - March 01, 2024 11:00 - 26 minutes ★★★★★ - 440 ratingsDon’t believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation. Join us as we discuss: Balancing risk and return Building a portfolio based on your unique needs Utilizing modern t...
423: Reframing the Fears That Could be Holding You Back
Retire With Purpose - The Retirement Podcast - February 23, 2024 11:00 - 23 minutes ★★★★★ - 440 ratingsIs fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we’re born, and why it can continue to plague us throughout our lives. Join us as we discuss: The role that expectations play in our fears How looking to the future or revisiting the pas...
422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
Retire With Purpose - The Retirement Podcast - February 19, 2024 11:00 - 42 minutes ★★★★★ - 440 ratingsToday, I’m talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He’s a contributing author for federal taxation textbooks and has written about our tax system in several journ...
421: What to Consider Before You Hire (or Fire) a Financial Advisor
Retire With Purpose - The Retirement Podcast - February 16, 2024 11:00 - 26 minutes ★★★★★ - 440 ratingsToday's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique ...
420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
Retire With Purpose - The Retirement Podcast - February 09, 2024 11:00 - 36 minutes ★★★★★ - 440 ratingsToday's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outl...
419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
Retire With Purpose - The Retirement Podcast - February 05, 2024 11:00 - 1 hour ★★★★★ - 440 ratingsToday, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People, or her brother, Sean, who wrote The 7 Habits of High...
Worst Financial Decisions on the internet!
Jake Of All Trades - February 05, 2024 10:00 - 32 minutes ★★★★★ - 18 ratingsEver grappled with a financial decision that felt like a fork in the road of life? Join us, Jake and Kirk, as we recount tales that merge money with the heart, drawing wisdom from those who've walked the path before us. Today's episode is a deep dive into the shadows of sacrifice and regret—thos...
418: Calculating Investment Returns: How You Average Matters
Retire With Purpose - The Retirement Podcast - February 02, 2024 11:00 - 18 minutes ★★★★★ - 440 ratingsToday's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook We...
Asking Reddit: Pay for Life Insurance or Save for Retirement?
Jake Of All Trades - January 29, 2024 10:00 - 22 minutes ★★★★★ - 18 ratingsEver found yourself struggling to navigate the choppy waters of financial planning? You're not alone. In our latest podcast episode, we tackle the real-life conundrum faced by a Reddit user - the challenge of choosing between funding their Roth account or maintaining a whole life insurance polic...
417: What it Means to Age Well: The Power of a Singular Priority
Retire With Purpose - The Retirement Podcast - January 26, 2024 11:00 - 30 minutes ★★★★★ - 440 ratingsToday's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money And Life and from A Teachable Moment titled, Years Don't Make You Old. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and...
416: Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
Retire With Purpose - The Retirement Podcast - January 22, 2024 11:00 - 1 hour ★★★★★ - 440 ratingsToday, I’m talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issue of elder abuse–both physical and psychological–as well as financial exploitation and wrongful deprivation of rights. She was instrumental in a...
415: 7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
Retire With Purpose - The Retirement Podcast - January 19, 2024 11:00 - 29 minutes ★★★★★ - 440 ratingsWhat does it look like to build your own life strategy, and why do you really need one? In this episode of the Retire With Purpose Podcast, we’re exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life. Today's arti...
414: Our 2024 Market Predictions
Retire With Purpose - The Retirement Podcast - January 12, 2024 11:00 - 24 minutes ★★★★★ - 440 ratingsThis week's retirement reading is from Of Dollars And Data titled, Will 2024 Be an Up Year for the 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/414. Our Market Outlook Webinar i...
Navigating the Waters of Love and Money: The Great Debate on Merging Finances in Relationships
Jake Of All Trades - January 11, 2024 10:00 - 34 minutes ★★★★★ - 18 ratingsAre your finances and romance on speaking terms, or is it time they got relationship counseling? On the latest Jake of all Trades show, we grapple with the question that has couples scratching their heads: to merge or not to merge money? I, Jake Nuno, financial guru, and my co-host Kirk navigate...
413: Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain
Retire With Purpose - The Retirement Podcast - January 08, 2024 11:00 - 55 minutes ★★★★★ - 440 ratingsToday, I’m speaking with Krista St-Germain. Krista is a Master Certified Life Coach, grief expert, and host of the Widowed Mom Podcast, where she specializes in helping widows move forward and love their life again. When her husband was killed by a drunk driver just 3 ½ months after their wedd...
412: Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New
Retire With Purpose - The Retirement Podcast - January 05, 2024 11:00 - 19 minutes ★★★★★ - 440 ratingsThis week's retirement reading is from Vox titled, It’s Okay to Suck When You Try Something New. 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/412. Show Notes: RetireWithPurpose.com/412 Rate...
Real Stories of Financial Missteps in Love and Work
Jake Of All Trades - January 04, 2024 10:00 - 44 minutes ★★★★★ - 18 ratingsReady to uncover the secret pitfalls of financial decisions in marriage? We're pulling back the curtain and sharing real stories of monetary missteps that have rocked relationships. We don't just stop at the mistakes, though. We offer valuable insights and advice on how to avoid these blunders, ...
411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
Retire With Purpose - The Retirement Podcast - December 29, 2023 11:00 - 21 minutes ★★★★★ - 440 ratingsThis week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide. 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/411. Show No...
410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York
Retire With Purpose - The Retirement Podcast - December 25, 2023 11:00 - 1 hour ★★★★★ - 440 ratingsToday, I’m speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and has helped thousands of clients with their estate and tax planning needs, in addition to businesses and n...
409: Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates?
Retire With Purpose - The Retirement Podcast - December 22, 2023 11:00 - 24 minutes ★★★★★ - 440 ratingsThis week's retirement reading is from Advisor Perspectives titled, Guaranteed Lifetime Income is a Better Solution than Taxable Bonds. 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/409. Show ...
408: Goal-Setting in Retirement: The Power of Creating a “What I Don’t Want” List
Retire With Purpose - The Retirement Podcast - December 15, 2023 11:00 - 34 minutes ★★★★★ - 440 ratingsThis week's retirement reading is from Mr-Stingy.com titled, The “What I Don’t Want” List. 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/408. Show Notes: RetireWithPurpose.com/408 Rate & Rev...
The Domino Effect of Real Estate Doom Loop on the Banking System
Jake Of All Trades - December 11, 2023 10:00 - 26 minutes ★★★★★ - 18 ratingsCould the American real estate market be on the brink of catastrophe? That's what an intriguing Wall Street Journal article suggests and today we're breaking it down for you. We're delving into the foreboding concept of a 'real estate doom loop' and the potential threat it poses to our banking s...
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