This week's retirement reading is from Kiplinger titled, An Easy Way to Find How Much You Will Spend 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/304 . Show Notes: Howardbailey.com/304 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 ...
Jul 22, 2022•25 min•Ep. 304
Today, I'm speaking with Professor Jeremy Siegel. Jeremy was the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania for many years and now is the Senior Investment Strategy Advisor to WisdomTree. He makes regular appearances to share his expertise on the state of our economy and financial markets. You've likely seen him on CNN and CNBC, or perhaps you've read his columns for Kiplinger's Personal Finance or Yahoo! Finance. Jeremy Siegel has been called ...
Jul 18, 2022•1 hr•Ep. 303
This week's retirement reading is from A Wealth of Common Sense titled, What's Priced Into the 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/302 . Show Notes: Howardbailey.com/302 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 15, 2022•19 min•Ep. 302
This week's retirement reading is from Noahpinion titled, Where does the wealth go when asset prices go down? 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/301 . Show Notes: Howardbailey.com/301 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 08, 2022•21 min•Ep. 301
My guest today is Bari Tessler. Bari is a Financial Therapist and the Founder of The Art of Money. She's a pioneer in the financial therapy field and the author of The Art of Money: A Life-Changing Guide to Financial Happiness. Bari's mission is to merge emotional literacy with financial literacy, to help her clients understand the role money plays in careers, romance, parenting, creativity, spirituality, health, self-worth, and how we show up in the world. This work gives people the power to "u...
Jul 04, 2022•1 hr 5 min•Ep. 300
This week's retirement reading is from Kiplinger titled, The 5 Biggest Regrets People Have 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/299 . Show Notes: Howardbailey.com/299 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 01, 2022•26 min•Ep. 299
This week's retirement reading is from Compound Advisors titled, The Greatest Paradox in Markets . 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/298 . Show Notes: Howardbailey.com/298 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...
Jun 24, 2022•23 min•Ep. 298
Today, I'm talking to Ryan Frederick. He's the founder of SmartLiving 360, where he helps people answer the tough questions that come with living in an age where everyone is living longer. He believes that while retirees can thrive, their lifestyle choices will have more impact than ever before on just how healthy and satisfying their retirement will be. Ryan has been focused on the challenges facing people who relocate in retirement for much of his life. In fact, he lived in a senior housing co...
Jun 20, 2022•57 min•Ep. 297
This week's retirement reading is from Kitces titled, How To Use Economic Context In Retirement Income Decision-Making . 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/296 . Show Notes: Howardbailey.com/296 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 ca...
Jun 17, 2022•31 min•Ep. 296
This week's retirement reading is from The Belle Curve titled, Get Even-itis . 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/295 . Show Notes: Howardbailey.com/295 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!...
Jun 10, 2022•24 min•Ep. 295
Just a few short weeks ago, on the Retire with Purpose podcast, I spoke to author and Master Career Counselor Richard Leider. If you missed our first conversation, you can check it out here . In that episode, we talked about the Napkin Test: a powerful tool that Richard created to help people clarify their purpose and find fulfillment in their personal and professional lives. After our interview, Richard proposed that we have a listener join us for a special live episode. He offered to give one ...
Jun 06, 2022•50 min•Ep. 294
This week's retirement reading is from Advisor Perspectives titled, Why Volatility is the Wrong Measure of Investment Risk . 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/293 . Show Notes: Howardbailey.com/293 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 03, 2022•30 min•Ep. 293
This week's retirement reading is from Creative Planning titled, Markets In Turmoil . 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/292 . Show Notes: Howardbailey.com/292 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...
May 27, 2022•25 min•Ep. 292
Today, I'm talking to Richard Leider. For over 40 years, Richard has been a Nationally Certified Master Career Counselor at Inventure – The Purpose Company. Richard has been studying purpose (and the purpose of movement) for decades. He's led expeditions around the world, climbed Kilimanjaro, and shared his insights in a powerful TEDx talk. He's also the author of 11 books, including three bestsellers. In his most recent work, Who Do You Want To Be When You Grow Old?: The Path of Purposeful Agin...
May 23, 2022•54 min•Ep. 291
This week's retirement reading is from Barron's titled, Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips . 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/290 . Show Notes: Howardbailey.com/290 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...
May 20, 2022•25 min•Ep. 290
This week's retirement reading is from Kitces titled, The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients. 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/289 . Show Notes: Howardbailey.com/289 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial ...
May 13, 2022•31 min•Ep. 289
Today, I'm talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd's Eye View blog, and a regular contributor to ThinkAdvisor. He's also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to industry professionals. Jeff is a thought leader in the field of evidence-based planning concepts and strategies and excels at distilling complex financial...
May 09, 2022•1 hr 4 min•Ep. 288
This week's retirement reading is from Financial Advisor Magazine titled, Why Is The Market Going Down? 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/287 . Show Notes: Howardbailey.com/287 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 06, 2022•20 min•Ep. 287
This week's retirement reading is from Financial Advisor Magazine titled, Is It Really Better To Control Our Emotions? 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/286 . Show Notes: Howardbailey.com/286 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 ...
Apr 29, 2022•21 min•Ep. 286
Today I'm talking to Richard Eisenberg. Richard started his career as a finance writer at Money back in 1978 and has been writing about personal finance, money, and retirement for decades. He recently left his post as the Senior Web Editor of the Money & Security and Work & Purpose channels for Next Avenue. However, in what he calls his "unretirement," he's started writing a new column for MarketWatch, contributed to Next Avenue, and become the co-host of the Friends Talk Money podcast. ...
Apr 25, 2022•52 min•Ep. 285
This week's retirement reading is from Kiplinger titled, For Real Financial Security, Do NOT Do What Everyone Else Is Doing 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/284 . Show Notes: Howardbailey.com/284 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...
Apr 22, 2022•27 min•Ep. 284
This week's retirement reading is from Of Dollars And Data titled, The Yield Curve Just Inverted…Now What? 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/283 . Show Notes: Howardbailey.com/283 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 ...
Apr 15, 2022•19 min•Ep. 283
Today, I'm talking to John Cochrane. John is an economist and the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution. He's a former Professor of Finance at the University of Chicago Booth School of Business and the Department of Economics, and the author of the Grumpy Economist blog. John's work is focused on monetary policy and the fiscal theory of the price level, and he's written at length about macroeconomics, health insurance, econometrics, and regulations, to name just a ...
Apr 11, 2022•1 hr 5 min•Ep. 282
This week's retirement reading is from Forbes titled, Stop Trying To Optimize Your Retirement 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/281 . Show Notes: Howardbailey.com/281 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...
Apr 08, 2022•19 min•Ep. 281
This week's retirement reading is from A Wealth of Common Sense titled, Interest Rates Are Getting Weird. 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/280 . Show Notes: Howardbailey.com/280 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 -...
Apr 01, 2022•21 min•Ep. 280
Today, I'm talking to Ashton Applewhite. Ashton is an author, journalist, speaker, and activist who is on a mission to raise awareness and push back against ageism. She is the author of This Chair Rocks: A Manifesto Against Ageism and Cutting Loose: Why Women Who End Their Marriages Do So Well . Her work was inspired by a project in which she interviewed older people in the workforce, learning about longevity and happiness–and discovered that most of her ideas about late life were either off bas...
Mar 28, 2022•1 hr 2 min•Ep. 279
This week's retirement reading is from Forbes titled, Why Most Financial Advisors Do Not Provide Valuable Tax 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/278 . Show Notes: Howardbailey.com/278 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 25, 2022•17 min•Ep. 278
This week's retirement reading is from Of Advisor Perspectives titled, Why Critics of Bucketing Strategies are Wrong. 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/277 . Show Notes: Howardbailey.com/277 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...
Mar 18, 2022•21 min•Ep. 277
Today, I'm talking to Don Ezra. Don's illustrious career in the insurance and finance industries began in the 70's and his achievements are numerous. His 26-year career at Russell Investments culminated when he became its Co-Chair of Global Consulting. In 2010, Don "graduated" to a part-time schedule that gave him more freedom to pursue a wide variety of other interests. Since then, Don has also served on the Joint Investment Committee of Margaret A Cargill Philanthropies. He's been on the advis...
Mar 14, 2022•1 hr 3 min•Ep. 276
This week's retirement reading is from Of Dollars and Data, titled, Will the Optimists Triumph Yet Again? 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/275 . Show Notes: Howardbailey.com/275 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 11, 2022•20 min•Ep. 275
