In this week's retirement reading, as a follow-up to last week's episode, we'll be discussing another hot topic. Does active investing outperform passive investing? Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/274 . Show Notes: Howardbailey.com/274 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 ...
Mar 04, 2022•21 min•Ep. 274
Today, I'm talking to Linda Fodrini-Johnson. Linda has been a Geriatric Care Manager and Aging Life Care Expert for nearly 40 years. As a licensed marriage and family therapist and certified care manager, Linda works to help families avoid potholes and misinformation and find peace in the course of family caregiving. In her book, The Empowered Caregiver , she provides adult children of aging parents with ideas, lists, scripts for touchy conversations, critical questions for doctors and lawyers, ...
Feb 28, 2022•1 hr 10 min•Ep. 273
In this week's retirement reading, we discuss a hot topic that came to us from our first ever 1 star review on iTunes about whether or not life insurance is a good investment. Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/272 . Show Notes: Howardbailey.com/272 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 ...
Feb 25, 2022•24 min•Ep. 272
In this week's retirement reading, we will discuss what comprehensive financial planning really is to help you answer the following question: Are you getting the value that you should be receiving? Listen in as Casey Weade defines what comprehensive financial planning means to him and shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/271 . Show Notes: Howardbailey.com/271 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend R...
Feb 18, 2022•16 min•Ep. 271
Today, I'm talking to Dr. Jim Dahle. Jim is a practicing board-certified physician and the founder of The White Coat Investor, where he writes about finance and investing specifically for physicians and high-income earners. After learning that he couldn't trust the financial professionals in his life, Jim taught himself personal finance and investing, specifically with physicians and other high net worth individuals. He realized that no one was teaching doctors how to handle their money, and now...
Feb 14, 2022•57 min•Ep. 270
This week's retirement reading is from BBC titled, How Thinking About 'Future You' Can Build a Happier Life . 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/269 . Show Notes: Howardbailey.com/269 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 11, 2022•17 min•Ep. 269
This week's retirement reading is from Kitces titled, Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets . 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/268 . Show Notes: Howardbailey.com/268 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 retirem...
Feb 04, 2022•20 min•Ep. 268
Today, I'm talking to Bruce Feiler. Bruce is a bestselling author of 5 books, including The Council of Dads , which was the subject of a TED Talk and the inspiration for the NBC drama series of the same name. He's also the author of the column titled, This Life in the Sunday New York Times and has presented two PBS miniseries, Walking the Bible and Sacred Journeys . Bruce's newest book is called Life is in the Transitions: Mastering Change at Any Age , and it is packed with great insights and pe...
Jan 31, 2022•1 hr 5 min•Ep. 267
This week's retirement reading is from Forbes, titled The Problem With Precision In 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/266 . Show Notes: Howardbailey.com/266 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 - ...
Jan 28, 2022•22 min•Ep. 266
This week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs . 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/265 . Show Notes: Howardbailey.com/265 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...
Jan 21, 2022•21 min•Ep. 265
Today, I'm talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She's the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all-around writer on the topic of retirement. Whenever I put together our Weekend Reading emails, which we send out every Friday, it's hard for me not to...
Jan 17, 2022•1 hr 8 min•Ep. 264
This week's retirement reading is from MarketWatch titled, 7 Principles to Help You Create Your Perfect Portfolio . 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/263 . Show Notes: Howardbailey.com/263 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 ...
Jan 14, 2022•27 min•Ep. 263
This week's retirement reading is from The Atlantic titled, What You're Really Worried About When You're Worried About Money . 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/262 . Show Notes: Howardbailey.com/262 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...
Jan 07, 2022•26 min•Ep. 262
Today, I'm talking to Dr. Glen Robison. Glen is the author of Healthy Dad Sick Dad: What Good is Your Wealth if You Don't Have Your Health? In his book, he shares the stories of two fathers who experienced very different retirements–and how he improved his own health along the way. In a world where retirees are taking as many as 20 medications a day for preventable health conditions, and then miss out on opportunities because they're too stiff and sore to enjoy life, Glen's research has the pote...
Jan 03, 2022•54 min•Ep. 261
This week's retirement reading is from Kiplinger titled, The Most-Overlooked Tax Breaks 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/260 . Show Notes: Howardbailey.com/260 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...
Dec 31, 2021•22 min•Ep. 260
This week's retirement reading is from The Street titled, Consider the Source – How to Cut Your Tax Bill 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/259 . Show Notes: Howardbailey.com/259 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 - ...
Dec 24, 2021•20 min•Ep. 259
Today, I'm talking to Carl Honoré. Carl has been called the "global guru on the Slow Movement" by The Globe and Mail. He's the international bestselling author of Bolder and In Praise of Slow , and also presented a TED Talk called "In praise of slowness" that has earned over 3 million views. After reading an excerpt from one of Carl's books from a previous episode of our Weekend Reading series, the wheels started spinning, but in a good way. And after doing some more research, I fell in love wit...
Dec 20, 2021•55 min•Ep. 258
This week's retirement reading is from Advisors Perspectives titled, The Secret Is Out on 7.12% Inflation-Protected Bonds. 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/257 . Show Notes: Howardbailey.com/257 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 ...
Dec 17, 2021•19 min•Ep. 257
This week's retirement reading is from Advisors Perspectives titled, An Actuarial Process for Better Decisions 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/256 . Show Notes: Howardbailey.com/256 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...
Dec 10, 2021•27 min•Ep. 256
Today, I'm speaking with Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment. Allan has a world of experience, a graduate degree-level education in our field and more than 25 years of experience impacting top-performing teams and individuals ranging from startups and Olympians, ...
Dec 06, 2021•56 min•Ep. 255
This week's retirement reading is from MarketWatch, titled, Your Retirement Plan Can't Deliver Financial Certainty — Here's How to Think About the Big Risk Factors . 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/254 . Show Notes: Howardbailey.com/254 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting f...
Dec 03, 2021•26 min•Ep. 254
This week's retirement reading is from A Wealth of Common Sense titled, Learning to Embrace the Chaos & The End of History Illusion . 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/253 . Show Notes: Howardbailey.com/253 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 retireme...
Nov 26, 2021•16 min•Ep. 253
Today, I'm speaking with Avivah Wittenberg-Cox. Avivah is the CEO of 20-first, a global balance consultancy that works with C-suite teams to achieve gender and generational balance by focusing on leadership, culture, and systems. A regular contributor to Forbes and Harvard Business Review, she's also the author of Seven Steps to Leading Gender-Balanced Businesses , Why Women Mean Business: Understanding the Emergency of Our Next Economic Revolution , and Late Love: Mating in Maturity. Avivah's w...
Nov 22, 2021•1 hr 1 min•Ep. 252
This week's retirement reading is from Next Avenue titled, Who the Happiest Retirees and Most Unhappy Retirees Are . 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/251 . Show Notes: Howardbailey.com/251 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...
Nov 19, 2021•19 min•Ep. 251
This week's retirement reading is from Kitces titled, Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility. 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/250 . Show Notes: Howardbailey.com/250 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 in...
Nov 12, 2021•26 min•Ep. 250
Today's guest is Dorian Mintzer. Dorian is a world-class retirement coach, a doctor of philosophy, and the founder of Revolutionize Retirement. Dorian believes that our bonus years are a time to learn, grow, and evolve–and that we need to live our lives with intention, not regrets. She helps her clients discover their gifts, live their purpose, and make a difference in their world. As new parents in their fifties and sixties, she and her husband are also living proof that there's no "one size fi...
Nov 08, 2021•1 hr 9 min•Ep. 249
This week's retirement reading is from A Wealth of Common Sense titled, Inflation vs. Stock Market Returns . 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/248 . Show Notes: Howardbailey.com/248 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...
Nov 05, 2021•15 min•Ep. 248
This week's retirement reading is from Morning Star titled, The Good News for Upcoming 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/247 . Show Notes: Howardbailey.com/247 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 ...
Oct 29, 2021•19 min•Ep. 247
Today, I'm talking to Dick (Richard) Weber. Dick is the founder of The Ethical Edge, a fee-for-service consultancy with a unique focus on life insurance. His company provides clients with a wide array of services, including life insurance policy management with both a technical and due diligence perspective on legal cases pertaining to life insurance. Before launching his own company, Dick spent 25 years in life insurance sales. He has won the Kenneth Black, Jr. Leadership Award from the Society...
Oct 25, 2021•1 hr•Ep. 246
This week's retirement reading is from FA Mag titled, For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say . 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/245 . Show Notes: Howardbailey.com/245 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...
Oct 22, 2021•19 min•Ep. 245
