This week's retirement reading is from Forbes, titled What You Need To Do If You Lose Your Job? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/124 Show Notes: Howardbailey.com/124 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it does...
Apr 10, 2020•26 min•Ep. 124
Today's guest is David Littell. David is the Joseph E. Boettner Chair in Research at the American College of Financial Services, where he teaches and develops courses and textbooks. In fact, he's the co-creator of the Retirement Income Certified Professional (RICP) designation and coordinates its course curriculum! His work has helped countless financial advisors, including myself, better plan for retirement needs and understand how to work with older clients. However, for today's conversation, ...
Apr 06, 2020•1 hr 12 min•Ep. 123
This week's retirement reading is from CNBC, titled Coronavirus Relief Bill Relaxes Rules on Retirement Savings. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/122 Show Notes: Howardbailey.com/122 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunt...
Apr 03, 2020•21 min•Ep. 122
Today's guest is Wade Pfau, the Retirement Researcher. He's the author of The Retirement Researcher's Guide Series , a collection of books in which he's explored investment-based strategies, ways to use reverse mortgages to secure your retirement, and much more. Wade has dedicated his career to helping retirees answer tough questions, understand their options, and build financial plans that will truly serve them. In his new book, Safety-First Retirement Planning , he provides highly insightful, ...
Mar 30, 2020•1 hr 9 min•Ep. 121
This week's retirement reading is from Investor's Business Daily, titled What Goes Down Must Come Up? Not With Stock Market. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/120 Show Notes: Howardbailey.com/120 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information ...
Mar 27, 2020•23 min•Ep. 120
This week's retirement reading is from Financial Advisor Magazine, titled Postmortem Tax Planning For IRA Distributions After The SECURE Act. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/119 Show Notes: Howardbailey.com/119 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retire...
Mar 20, 2020•16 min•Ep. 119
Today's bonus episode is about coronavirus, market volatility, and bear market strategies. Listen in as Casey Weade explains what you should be thinking about when it comes to your money, especially during uncertain times. Today's episode can also be accessed by visiting Howardbailey.com/118 Show Notes: Howardbailey.com/118 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and r...
Mar 18, 2020•27 min•Ep. 118
Today's guest is Daniel Crosby. Daniel is the Chief Behavioral Officer at Brinker Capital, where he helps organizations better understand the intersection between minds and markets. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes. Daniel gets not just how markets work, but why people make decisions - both good...
Mar 16, 2020•1 hr 5 min•Ep. 117
This week's retirement reading is from TheStreet, titled Annuity Age Restrictions: Too Old or Too Young? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/116 Show Notes: Howardbailey.com/116 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - bu...
Mar 13, 2020•25 min•Ep. 116
This 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 ...
Mar 06, 2020•22 min•Ep. 115
David 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 September ...
Mar 02, 2020•1 hr 25 min•Ep. 114
This 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 Howardbailey.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 info@howardbailey.com . Show Notes: ...
Feb 28, 2020•23 min•Ep. 113
This 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...
Feb 21, 2020•31 min•Ep. 112
Today'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 trav...
Feb 17, 2020•1 hr 20 min•Ep. 111
This 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....
Feb 07, 2020•27 min•Ep. 110
As 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 to Down...
Feb 03, 2020•1 hr 13 min•Ep. 109
This 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 & R...
Jan 31, 2020•27 min•Ep. 108
This 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/1...
Jan 24, 2020•18 min•Ep. 107
Today'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 No Longe...
Jan 20, 2020•1 hr 22 min•Ep. 106
This 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: Howardbai...
Jan 17, 2020•26 min•Ep. 105
This 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: Howardb...
Jan 10, 2020•29 min•Ep. 104
Choosing 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 The Eli...
Jan 06, 2020•1 hr 14 min•Ep. 103
This 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 . Sh...
Jan 03, 2020•22 min•Ep. 102
This 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....
Dec 27, 2019•24 min•Ep. 101
We 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 child...
Dec 23, 2019•1 hr 6 min•Ep. 100
This 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: Howa...
Dec 20, 2019•18 min•Ep. 99
This 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 Opt...
Dec 13, 2019•19 min•Ep. 98
While 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 Ecuado...
Dec 09, 2019•1 hr 9 min•Ep. 97
Today 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 Howardbailey.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 info@howardbailey.com . Show Notes: Howardbailey.com/96 Rate & Review the P...
Dec 06, 2019•30 min•Ep. 96
Today 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 Howardbailey.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 info@howardbailey.com . Show Notes: Howardbailey.com/95 Rate & Re...
Nov 29, 2019•24 min
