This week's retirement reading is from Forbes titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . 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/244 . Show Notes: Howardbailey.com/244 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...
Oct 15, 2021•18 min•Ep. 244
Dr. Gillian Leithman, PhD is an adjunct professor at the John Molson School of Business, as well as a researcher and expert uniquely focused on helping employees as they transition from the working world into retirement. She's facilitated programs for a wide variety of businesses and organizations, including Bell Canada, TD Canada Trust, Telus, Business Development Canada, SAP, Moody's, and the RCMP–just to name a few. And her work has been featured in Forbes, the Montreal Gazette, Reader's Dige...
Oct 11, 2021•1 hr 13 min•Ep. 243
This week's retirement reading is from Kiplinger titled Financial Conversation Starters for Couples . 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/242 . Show Notes: Howardbailey.com/242 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...
Oct 08, 2021•19 min•Ep. 242
This week's retirement reading is from Advisor Perspectives, titled Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies . 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/241 . Show Notes: Howardbailey.com/241 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advi...
Oct 01, 2021•26 min•Ep. 241
Today I'm speaking to Laurence (Larry) Kotlikoff. Larry is a professor of economics at Boston University, a New York Times best-selling author, and the president of Economic Security Planning, where he works to produce powerful personal financial planning tools. For much of his career, including two Presidential runs in 2012 and 2016, he's been uniquely focused on personal finance and economic reform. He believes that we have the power to improve our individual economic futures, as well as our n...
Sep 27, 2021•1 hr 11 min•Ep. 240
This week's retirement reading is Kiplinger, titled 3 Ways Early Retirees Can Minimize Their Health Insurance Costs . 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/239 . Show Notes: Howardbailey.com/239 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...
Sep 24, 2021•21 min•Ep. 239
This week's retirement reading is Forbes, titled What The New Outlook For Social Security Means For You . 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/238 . Show Notes: Howardbailey.com/238 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 -...
Sep 17, 2021•19 min•Ep. 238
Today, I'm speaking with Richard Haiduck. Richard is a real-life retiree not just living out their dream, but helping so many others elevate their experience in retirement. He's challenged the boundaries of his own retirement, using the freedom of the blank slate to prioritize what matters most to him. In his book, Shifting Gears , he speaks to 50 Baby Boomers about their journeys into the world of retirement. If there's one thing he's learned, it's that retirees have an unbelievable amount of f...
Sep 13, 2021•55 min•Ep. 237
This week's retirement reading is from Of Dollars And Data, titled My Investing Nightmare . 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/236 . Show Notes: Howardbailey.com/236 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'...
Sep 10, 2021•19 min•Ep. 236
This week's retirement reading is from Kitces, titled Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization . 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/235 . Show Notes: Howardbailey.com/235 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 informatio...
Sep 03, 2021•34 min•Ep. 235
Today, I'm speaking with Bob Foley. Bob has helped launch billion-dollar companies, several nonprofits, and worked for many major brands in the country. His current venture and sole focus is Legacy Transition Coaching, where he helps his clients focus on the non-financial aspects of retirement, to let go of their corporate identities, and create a new life on their own terms. Bob thinks about retiring with purpose and his work from a remarkably specific angle. He's uniquely focused on helping an...
Aug 30, 2021•57 min•Ep. 234
This week's retirement reading is from Market Watch, titled How Can I Make Sure The Money I've Saved Will Last My Whole 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/233 . Show Notes: Howardbailey.com/233 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 i...
Aug 27, 2021•22 min•Ep. 233
This week's retirement reading is from Morning Star, titled My 'Too Hard' Pile Is Pretty Big . 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/232 . Show Notes: Howardbailey.com/232 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...
Aug 20, 2021•24 min•Ep. 232
Today, I'm speaking with Joe Casey. Joe is an Executive Coach and Retirement Coach with extensive experience navigating transitions, both in his own life and with his clients. At the age of 52, he retired early from his career in Human Resources at Merrill Lynch to become an executive coach. Since then, he has dedicated his life to helping people create successful second act careers and get the most out of their retirement. Joe earned his coaching certification from Columbia University and is a ...
Aug 16, 2021•1 hr 4 min•Ep. 231
This week's retirement reading is from the Wall Street Journal, titled What's the Ideal Asset Mix in Retirement? Is It 70/30? 60/40? . 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/230 . Show Notes: Howardbailey.com/230 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 ...
Aug 13, 2021•19 min•Ep. 230
This week's retirement reading is from Morningstar, titled What I Learned From My 'Faux-tirement' . 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/229 . Show Notes: Howardbailey.com/229 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 i...
Aug 06, 2021•23 min•Ep. 229
Today, I'm speaking with Kary Oberbrunner. Kary is the CEO of Igniting Souls Publishing Agency. He's also an author, coach, and international speaker who helps people clarify who they are, why they're here, and where they're going so they can become souls on fire, experience unhackability, and share their message with the world. In the past twenty years, he's ignited over one million people with his content and trained over 250,000 Authors, Coaches, Speakers, and Entrepreneurs. In my previous co...
Aug 02, 2021•48 min•Ep. 228
This week's retirement reading is from Reuters, titled Overthinking Your Money: Avoiding Analysis Paralysis . 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/227 . Show Notes: Howardbailey.com/227 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...
Jul 30, 2021•22 min•Ep. 227
This week's retirement reading is from Think Advisor, titled Kitces: The Big Problem With 'Risk Tolerance' . 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/226 . Show Notes: Howardbailey.com/226 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 dauntin...
Jul 23, 2021•18 min•Ep. 226
David McKnight is on a mission to protect your retirement savings from the impact of rising taxes. With over two decades of experience, David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor's Business Daily, Kiplinger's, MarketWatch and numerous other national publications. On top of...
Jul 19, 2021•1 hr 8 min•Ep. 225
This week's retirement reading is from The Street, titled The Mysterious Order of Asset Withdrawal . 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/224 . Show Notes: Howardbailey.com/224 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 ...
Jul 16, 2021•23 min•Ep. 224
This week's retirement reading is from FA Mag, titled Deconstructing The Complexities Of Decumulation . 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/223 . Show Notes: Howardbailey.com/223 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...
Jul 09, 2021•24 min•Ep. 223
George Schofield is a professional advisor, navigator, connector, and author. His individual and business leader clients are people working to move beyond habits, patterns, and not knowing what they don't know. He helps them become transformative thinkers, create adaptable plans, ask better questions, adopt great tools, and get unbiased feedback. In his previous appearance on the podcast, we extensively discussed his last book, How Do I Get There from Here?: Planning for Retirement When The Old ...
Jul 05, 2021•1 hr 6 min•Ep. 222
This week's retirement reading is from Think Advisor, titled How to Prepare for a Retroactive Capital Gains Tax Hike . 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/221 . Show Notes: Howardbailey.com/221 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 ...
Jul 02, 2021•15 min•Ep. 221
This week's retirement reading is from Collaborative Fund, titled Getting the Goalpost to Stop Moving . 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/220 . Show Notes: Howardbailey.com/220 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...
Jun 25, 2021•21 min•Ep. 220
Karl Pillemer is a leading family sociologist and expert researcher when it comes to aging. He's a Professor of Human Development at Cornell University, as well as a Professor of Gerontology in Medicine at Weill Cornell Medical College. Over the course of his career, he's focused on how family relationships change over the course of people's lives, working with both families and the professionals who work with them in his research. In his book, Fault Lines: Fractured Families and How to Mend The...
Jun 21, 2021•1 hr 10 min•Ep. 219
This week's retirement reading is from The Street, titled Quantifying the Risk-Return Tradeoffs of Investing . 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/218 . Show Notes: Howardbailey.com/218 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...
Jun 18, 2021•22 min•Ep. 218
This week's retirement reading is from The Wall Street Journal, titled If Inflation Is Coming, Here Is What to Do About It . 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/217 . Show Notes: Howardbailey.com/217 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 informatio...
Jun 11, 2021•22 min•Ep. 217
Today, I'm speaking with Annie Duke. Annie is an author, speaker, and decision strategist. She is also known as the Duchess of Poker, and won a World Series of Poker gold bracelet in 2004 and was the leading money winner among women in WSOP history when she retired from the game in 2012. She's written a number of books on poker strategy and decision making, as well as an autobiography. In her newest book, Thinking in Bets: Making Smarter Decisions When You Don't Have All The Facts , she uses exa...
Jun 07, 2021•1 hr 23 min•Ep. 216
This week's retirement reading is from Kiplinger, titled Can You Retire with a Nest Egg That's Too Big? 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/215 . Show Notes: Howardbailey.com/215 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...
Jun 04, 2021•25 min•Ep. 215
