This week's retirement reading is from Kiplinger, titled The Dimensions of Wealth: Influencing Your Financial Path . 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/214 . Show Notes: Howardbailey.com/214 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...
May 28, 2021•22 min•Ep. 214
Dave Jetson is the founder of Jetson Counseling and has over ten years of experience as a professional mental health counselor. Working with his wife, Liz Thorn, they offer a wide array of counseling services, including financial counseling and financial therapy. Dave has also developed a "Financial Recovery Program" where he helps others address any number of financial issues. He is on a mission to help his patients on the path to financial recovery as they tackle complex thoughts and feelings ...
May 24, 2021•59 min•Ep. 213
This week's retirement reading is from Humble Dollar, titled Sleeping with Cash . 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/212 . Show Notes: Howardbailey.com/212 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 ...
May 21, 2021•20 min•Ep. 212
This week's retirement reading is from Forbes, titled Could SECURE Act 2.0 Fix The Retirement Crisis? . 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/211 . Show Notes: Howardbailey.com/211 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 - b...
May 14, 2021•20 min•Ep. 211
Today, I'm speaking with Dan Egan. He's the Director of Behavioral Science and Investing at Betterment , where he integrates behavioral finance and passive investment management to help customers achieve their goals. The Betterment platform is designed to help make good behavior automatic and bad behavior difficult, and it's helped his customers avoid reduced returns as a consequence of bad trading. Using his background in Decision Science from the London School of Economics and deep knowledge o...
May 10, 2021•1 hr 4 min•Ep. 210
This week's retirement reading is from Forbes, titled When Should 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 Howardbailey.com/209 . Show Notes: Howardbailey.com/209 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...
May 07, 2021•21 min•Ep. 209
This week's retirement reading is from Forbes, titled You Need A Little W.H.A.A.M. In Your Retirement 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/208 . Show Notes: Howardbailey.com/208 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 dau...
Apr 30, 2021•18 min•Ep. 208
Today I'm speaking with Joanne Waldman. At New Perspective Coaching , Joanne provides career, retirement, and life coaching for successful professionals, entrepreneurs, executives, and coaches who want to do and be more. She is the author of Out of The Box Retirement: Creative Ideas, Role Models, and New Possibilities, and for over 20 years, she's been helping her clients clarify their values, discover their passions, find their life's purpose, and get clear about their goals. At Retirement Opti...
Apr 26, 2021•1 hr 2 min•Ep. 207
This week's retirement reading is from Forbes, titled Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings . 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/206 . Show Notes: Howardbailey.com/206 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 informat...
Apr 23, 2021•17 min•Ep. 206
This week's retirement reading is from Morningstar, titled How Much Should You Worry About Inflation 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/205 . Show Notes: Howardbailey.com/205 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 b...
Apr 16, 2021•19 min•Ep. 205
Elle Martinez is the creator and host of the award-winning site Couple Money , where she is focused on helping spouses come together with their finances. Each week she interviews financial experts and real-life couples who've achieved impressive financial goals like becoming debt free, starting a business, and retiring early. She's also contributed to a number of major media platforms, including Business Insider, TurboTax, Entrepreneur, and Lending Tree. She expands upon this work in her book, J...
Apr 12, 2021•40 min•Ep. 204
This week's retirement reading is from The Street, titled 5 Easy Ways to Protect Your Retirement Savings From Taxes . 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/203 . Show Notes: Howardbailey.com/203 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 b...
Apr 09, 2021•13 min•Ep. 203
This week's retirement reading is from Advisor Perspectives, titled Client Opportunities for Health Insurance Coverage Under the American Rescue Plan . 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/202 . Show Notes: Howardbailey.com/202 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advic...
Apr 02, 2021•18 min•Ep. 202
Anna Rappaport has been researching, writing about, and responding to the changing demographics of our society for over 30 years. With a unique focus on the future of benefits and the implications of an aging workforce. She is widely recognized as an expert in the business, policy and retirement communities and is an award-winning actuary, futurist, executive and trailblazer. For over 30 years, Anna Rappaport has been researching, writing about and shaping responses to the changing demographics ...
Mar 29, 2021•1 hr 2 min•Ep. 201
This week's retirement reading is from Seeking Alpha, titled Retirement: How Much Cash Should You Hold? . 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/200 . Show Notes: Howardbailey.com/200 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 -...
Mar 26, 2021•24 min•Ep. 200
This week's retirement reading is from MarketWatch, titled How Much Income Will Your 401(k) Provide? . 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/199 Show Notes: Howardbailey.com/199 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 ...
Mar 19, 2021•15 min•Ep. 199
Ken Coleman is America's Career Coach. He's the #1 bestselling author of The Proximity Principle and the host of The Ken Coleman Show , where he helps callers discover what they do best so they can do what they love and produce results that matter most. He delivers practical advice to help people discover the roles they were born to play and maps out plans to get them there. He's also a member of the Ramsey Solutions team. I'm a big believer in the Ramsey philosophy, and I'm always amazed how mu...
Mar 15, 2021•48 min•Ep. 198
This week's retirement reading is from Morningstar, titled Will the Real Retirement Income Number Please Stand Up? . 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/197 Show Notes: Howardbailey.com/197 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...
Mar 12, 2021•27 min•Ep. 197
This week's retirement reading is from Kiplinger, titled How 10 Types of Retirement Income Get Taxed . 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/196 Show Notes: Howardbailey.com/196 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 ...
Mar 05, 2021•26 min•Ep. 196
Maria Konnikova has spent much of her life writing about psychology and how it applies to real life situations. With a B.A. in psychology and creative writing from Harvard and a Ph.D. in psychology from Columbia University, her work has been published in the New York Times, The New Yorker, Slate, and the Paris Review, to name just a few. Her books include Mastermind, The Confidence Game , and The Biggest Bluff , where she tells the story of her journey into the world of professional poker with H...
Mar 01, 2021•1 hr 6 min•Ep. 195
This week's retirement reading is from MorningStar, titled Does Your Portfolio Need Bitcoin? . 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/194 Show Notes: Howardbailey.com/194 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...
Feb 26, 2021•23 min•Ep. 194
This week's retirement reading is from KIPLINGER, titled Worried About Passing Down a Big IRA? Consider a CRT . 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/193 Show Notes: Howardbailey.com/193 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 daunti...
Feb 19, 2021•19 min•Ep. 193
Fritz Gilbert blogs at The Retirement Manifesto, where he provides practical financial independent and retirement planning guidance for people within ten years of retirement. His articles are regularly part of our weekend reading for retirees, and I think he's one of the best retirement writers working today. After 33 years in corporate America, Fritz and his wife retired at the age of 55 in June of 2018, sold their primary home, and moved to a cabin in the North Georgia mountains when he's not ...
Feb 15, 2021•1 hr 14 min•Ep. 192
This week's retirement reading is from FPA, titled Right-Sizing Retirement: Exploring the Retirement Consumption Gap in 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 Howardbailey.com/191 Show Notes: Howardbailey.com/191 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 retiremen...
Feb 12, 2021•21 min•Ep. 191
This week's retirement reading is from The Tim Ferris Show, titled Where Are You Still Using Single-Ply? 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/190 Show Notes: Howardbailey.com/190 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...
Feb 05, 2021•19 min•Ep. 190
Today I'm speaking with Kary Oberbrunner. Kary is an author, CEO, international speaker and coach who has trained over 250,000 authors, speakers, and entrepreneurs. Since we last spoke on the very first episode of the podcast, he has made a number of major shifts in his life. He turned a book into 18 streams of income, launched the Igniting Souls publishing agency, and has created massive demand from influencers and CEOs who want to write books of their own and make an impact in the world. In hi...
Feb 01, 2021•1 hr 2 min•Ep. 189
This week's retirement reading is from Kiplnger, titled Are You Going to Be OK 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/188 Show Notes: Howardbailey.com/188 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...
Jan 29, 2021•19 min•Ep. 188
This week's retirement reading is from FPA written by Chris Heye, titled Introducing a Hierarchy of Financial Wellness . 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/187 Show Notes: Howardbailey.com/187 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 ...
Jan 22, 2021•24 min•Ep. 187
Robert Laura is a retirement speaker, baby boomer expert, author, entrepreneur, and money manager. As the Retirement Activist, he's committed to changing the way people think about and prepare for every aspect of retirement. Over the course of his career, he's learned that retirement is one of the most fascinating and least understood phases of life, and he's laser-focused on helping people create no-regrets retirement plans. In his nationally syndicated columns at Forbes and Financial Advisor ,...
Jan 18, 2021•57 min•Ep. 186
This week's retirement reading is from Kiplnger, titled Estate Planning for 'Black Sheep' Beneficiaries . 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/185 Show Notes: Howardbailey.com/185 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 - b...
Jan 15, 2021•24 min•Ep. 185
