Today, the tables are turned, as my good friend Justin Donald interviews me on the Lifestyle Investor podcast. Justin is a family man, entrepreneur, speaker, and the author of The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom . In this episode, we discuss the investing strategies and philosophies that have allowed both of us to design the life of our dreams. Join us as we talk all about money, goals, and what it takes to create a life of m...
Jan 11, 2021•54 min•Ep. 184
This week's retirement reading is from CNBC, titled Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge . 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/183 Show Notes: Howardbailey.com/183 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice a...
Jan 08, 2021•19 min•Ep. 183
Jason Hartman is the founder of Platinum Properties Investment Network, Inc., where he helps people achieve their dreams of financial freedom by purchasing income property in prudent markets nationwide. Jason has been involved in several thousand real estate transactions and has personally owned income properties in 11 states and 17 cities. Jason started his career in real estate at the age of 19, brokering properties for clients while building his own portfolio along the way. He became one of t...
Jan 04, 2021•48 min•Ep. 182
This week's retirement reading is from Money Talks News, titled 6 Surprising Benefits of Not Retiring When Your Spouse Does . 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/181 Show Notes: Howardbailey.com/181 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...
Jan 01, 2021•21 min•Ep. 181
This week's retirement reading is from CNBC, titled Josh Brown & Friends Tell You What They Own in New Investing Book . 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/180 Show Notes: Howardbailey.com/180 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 c...
Dec 25, 2020•25 min•Ep. 180
Steve Parrish is an Adjunct Professor of Advanced Planning and the Co-Director of the New York Life Center for Retirement Income. He's also an Adjunct Professor at Drake University Law School, where he teaches estate planning. Steve is an expert in estate and financial planning with a specialized focus in issues of business ownership. He's a regular contributor to Forbes and the Journal of Financial Service Professionals , and he has lent his expertise to outlets including InvestmentNews, Market...
Dec 21, 2020•1 hr 5 min•Ep. 179
This week's retirement reading is from Dan Egan, titled Sacrifice Throws . 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/178 Show Notes: Howardbailey.com/178 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each ...
Dec 18, 2020•20 min•Ep. 178
In this week's weekend reading episode, Casey and Marshall discuss The D. O. S. Conversation - a methodology by Dan Sullivan of Strategic Coach. Listen in as they share how they use it to bring more value to their clients lives! Today's episode can also be accessed by visiting Howardbailey.com/177 Show Notes: Howardbailey.com/177 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice...
Dec 11, 2020•17 min•Ep. 177
Joe Saul-Sehy is the creator and co-host of The Stacking Benjamins Podcast and the Money With Friends podcast, a CNBC contributor, a speaker, and a coach. He's been a financial advisor, a brand ambassador, and a media spokesperson. Joe struggled with credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS - and worked through all of it, carving out a new career for himself along the way. Today, Joe joins the podcast to talk about how his experience as ...
Dec 07, 2020•1 hr 2 min•Ep. 176
This week's retirement reading is from Kitces, titled Year-End Tax Planning Under The Forthcoming Biden Presidency . 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/175 Show Notes: Howardbailey.com/175 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 d...
Dec 04, 2020•29 min•Ep. 175
This week's retirement reading is from USNews, titled What a Cash Out Refinance Means for Retirees . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/174 Show Notes: Howardbailey.com/174 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it...
Nov 27, 2020•18 min•Ep. 174
Danielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare for the costs of healthcare in retirement. In her bestselling book, 10 Costly Medicare Mistakes You Can't Afford to Make, she helps new retirees know th...
Nov 23, 2020•1 hr 8 min•Ep. 173
This week's retirement reading is from UsNews, titled Year-End Retirement Planning Deadlines for 2020 . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/172 Show Notes: Howardbailey.com/172 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but...
Nov 20, 2020•30 min•Ep. 172
This week's retirement reading is from ThinkAdvisor, titled What's Really Guaranteed With Fixed Rate Annuities? . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/171 Show Notes: Howardbailey.com/171 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daun...
Nov 13, 2020•25 min•Ep. 171
Today I'm talking with Phil Cubeta. Phil is the Assistant Professor of Philanthropy, CAP® Program Director, and Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services, where he directs and teaches the Chartered Advisor in Philanthropy® program. Phil's work has appeared in T he New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times. Prior to joining the American College, he served as Chief of Sta...
Nov 09, 2020•1 hr•Ep. 170
This week's retirement reading is from Bloomberg, titled What If Stocks Don't Always Go Up? Advice for Millennials . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/169 Show Notes: Howardbailey.com/169 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be d...
Nov 06, 2020•23 min•Ep. 169
This week's retirement reading is from Morningstar, titled What the Coronavirus Means for the Future of Financial Planning . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/168 Show Notes: Howardbailey.com/168 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information ...
Oct 30, 2020•30 min•Ep. 168
Today's guest is Jann Freed. Jann is a leadership development consultant and speaker who helps organizations improve employee engagement, navigate change, and develop leadership skills at all ages and career stages. She specializes in helping employees over the age of 50 find meaning and purpose beyond careers. She uses a concept called the Breadcrumb Legacy, in which people create new meaning for themselves and others, to achieve this. She is the co-author of five books, a professor, blogger, a...
Oct 26, 2020•54 min•Ep. 167
This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/166 Show Notes: Howardbailey.com/166 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice...
Oct 23, 2020•17 min•Ep. 166
This week's retirement reading is from Kitces, titled The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/165 Show Notes: Howardbailey.com/165 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement informati...
Oct 16, 2020•25 min•Ep. 165
Jim Bowman is the President of Life Operations at Advisors Excel, and someone I've known for many years. I've spoken to him for many hours about today's topic - life insurance - well before we ever decided to record this podcast and his deep knowledge on the topic has proven hugely valuable to countless advisors - myself included. Life insurance isn't just about ensuring that your family has cash flow in the event that you pass away or sustain a career-ending injury. It can also be used as power...
Oct 12, 2020•1 hr 1 min•Ep. 164
This week's retirement reading is from Partners Advantage, titled Does Conflict-Free Advice Exist? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/163 Show Notes: Howardbailey.com/163 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it d...
Oct 09, 2020•26 min•Ep. 163
This week's retirement reading is from Forbes, titled Retirement Tools That Are Misunderstood Yet Useful . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/162 Show Notes: Howardbailey.com/162 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - ...
Oct 02, 2020•21 min•Ep. 162
Sachin Patel is a functional medicine practice success coach, international speaker, and author. He believes that "The doctor is the future of the patient," and that healthcare practitioners have a responsibility to keep people out of the medical system when possible, empowering them through education, self-care, and a new mindset. Sachin founded the Living Proof Institute when he couldn't find answers to his questions through conventional medicine. Exploring functional and lifestyle medicine dr...
Sep 28, 2020•56 min•Ep. 161
This week's retirement reading is from Investment News titled 8,000 Days - An Entire Phase of Your Life Waiting to be Invented. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/160 Show Notes: Howardbailey.com/160 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement informati...
Sep 25, 2020•25 min•Ep. 160
This week's retirement reading is from Forbes, titled Do You Believe Fake News About Retirement? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/159 Show Notes: Howardbailey.com/159 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doe...
Sep 18, 2020•26 min•Ep. 159
Today's guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She's also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too) , which looks at behavioral and biological investment research to explore how women think about investing, and why women may have a money management edge! Over the past 17 ye...
Sep 14, 2020•57 min•Ep. 158
This week's retirement reading is from Kitces, titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account's Primary Beneficiary . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/157 Show Notes: Howardbailey.com/157 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflictin...
Sep 11, 2020•17 min•Ep. 157
This week's retirement reading is from Market Watch, titled These Boomers Just Made Massive Retirement Mistakes — Don't Be One of Them . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/156 Show Notes: Howardbailey.com/156 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement ...
Sep 04, 2020•24 min•Ep. 156
Brian Portnoy, Ph.D., CFA is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, executive coaches, and corporate wellness directors. He works to simplify the complex world of money, which he sees as an emotional lightning rod and one of our most nebulous social institutions. He's also the author of The Geometry of Wealth , where he explores how money figures into a happy life. He shares a new perspective when it comes to achieving what he ...
Aug 31, 2020•1 hr 4 min•Ep. 155
