This week's retirement reading is from Ness Labs titled, The default effect: why we renounce our ability to choose . 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/334 . Show Notes: Howardbailey.com/334 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...
Dec 16, 2022•27 min•Ep. 334
This week's retirement reading is from Fortunes & Frictions post titled, Yield is for Farmers . 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/333 . Show Notes: Howardbailey.com/333 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...
Dec 09, 2022•16 min•Ep. 333
This week's retirement reading is from A Wealth of Common Sense titled, Owning Individual Bonds vs. Owning a Bond Fund . 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/332 . Show Notes: Howardbailey.com/332 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...
Dec 02, 2022•26 min•Ep. 332
Today, I'm talking to Bradley Schurman. Bradley is the founder and CEO of The Super Age, a global strategic advisory firm that helps people tap into the economic power of "super-agers"–the older populations that will soon outnumber younger people in economies worldwide. In his book The Super Age: Decoding Our Demographic Destiny , he explores how these changing demographics will affect government and business, touching all of our lives. He warns us that our failure to prepare for an aging world ...
Nov 28, 2022•1 hr 2 min•Ep. 331
This week's retirement reading is from Kiplinger titled, 4 Barriers to Break Down for a Successful 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/330 . Show Notes: Howardbailey.com/330 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...
Nov 25, 2022•30 min•Ep. 330
This week's retirement reading is from Darius Foroux titled, You Have "Enough" Money When You Can Afford 2 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/329 . Show Notes: Howardbailey.com/329 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 da...
Nov 18, 2022•17 min•Ep. 329
This week's retirement reading is from the Think Advisor blog titled, Why Fixed Indexed Annuities Are Back. 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/328 . Show Notes: Howardbailey.com/328 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...
Nov 11, 2022•27 min•Ep. 328
My guest today is Steve Foerster. Steve is a Professor of Finance at Ivey Business School and holds a Ph.D. from the Wharton School and a CFA designation. He's won numerous teaching and research awards, including the William F. Sharpe Award, written textbooks, and is a former director and chair of the investment committee of Western's alumni endowment fund. On top of all of that, he's published over 50 articles in journals such as the Journal of Financial Economics, the Journal of Finance, and t...
Nov 07, 2022•59 min•Ep. 327
This week's retirement reading is from the Permanent Equity writings titled, THERE IS NO MEDIUM 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/326 . Show Notes: Howardbailey.com/326 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 04, 2022•18 min•Ep. 326
This week's retirement reading is from the Compound Advisors blog titled, How the Worst Market Timer in History Built a Fortune. 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/325 . Show Notes: Howardbailey.com/325 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 inform...
Oct 28, 2022•20 min•Ep. 325
My guest today is Professor William Goetzmann. He's the Professor of Finance and Management Studies at Yale's School of Management, the faculty director of the International Center for Finance, and the director of the SOM Executive MBA in Asset Management. He's also a Research Associate of the National Bureau of Economic Research and has served as the president of the Western Finance Association and the European Finance Association. He's an expert on financial markets and securities, investment ...
Oct 24, 2022•56 min•Ep. 324
This week's retirement reading is from The Big Picture blog titled, What Is In Your Control? 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/323 . Show Notes: Howardbailey.com/323 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...
Oct 21, 2022•20 min•Ep. 323
This week's retirement reading is from The Ramp Report titled, Some Good News. 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/322 . Show Notes: Howardbailey.com/322 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!...
Oct 14, 2022•22 min•Ep. 322
Today, I'm speaking with Alex Murguia. Alex has worked to turn Dr. Wade Pfau's framework for retirement income planning into a quantifiable retirement income model, and the Retirement Income Style Awareness (RISA) Profile is the result of his hard work. Before creating the RISA® Profile, Alex graduated from George Washington University with a doctorate in Clinical Psychology and served as a research fellow for the National Institute of Health before pursuing a formal career in finance. He joined...
Oct 10, 2022•1 hr 10 min•Ep. 321
This week's retirement reading is from the Behavioural Investment blog titled, Learning to Be a Good Investor is Hard. 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/320 . Show Notes: Howardbailey.com/320 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 ...
Oct 07, 2022•23 min•Ep. 320
This week's retirement reading is from the Humble Dollar blog titled, Ten Reasons to Claim. 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/319 . Show Notes: Howardbailey.com/319 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 30, 2022•23 min•Ep. 319
Today, I'm talking to Kerry Hannon. Kerry is a senior columnist at Yahoo! Finance and has been writing for decades about women's finance, the changing nature of retirement, and what the workplace will look like in the future. She is a workplace futurist and strategist on career transitions, entrepreneurship, personal finance, and retirement. You've likely seen her writing in the New York Times, MarketWatch, and Forbes, and she has appeared as a career and financial expert on all the major TV net...
Sep 26, 2022•57 min•Ep. 318
This week's retirement reading is from the Best Interest Blog titled, Should You Invest Your Emergency Fund? 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/317 . Show Notes: Howardbailey.com/317 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...
Sep 23, 2022•19 min•Ep. 317
This week's retirement reading is from The Atlantic titled, All the Personal-Finance Books 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/316 . Show Notes: Howardbailey.com/316 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...
Sep 16, 2022•25 min•Ep. 316
In today's conversation, I'm joined by Cindy Hounsell. Cindy is the President of the Women's Institute for a Secure Retirement (WISER), a nonprofit working to help women secure retirement income and educate people about the inequities that disadvantage women when they retire. You may have encountered Cindy's amazing work in a wide variety of publications, including The New York Times , The Wall Street Journal , Forbes/PBS Next Avenue , Barrons , U.S. News and World Report , CNN , CNBC , and NPR'...
Sep 12, 2022•49 min•Ep. 315
This week's retirement reading is from Advisor Perspectives titled, Five Things to Evaluate in a Tax-Managed Investment Strategy. 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/314 . Show Notes: Howardbailey.com/314 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 infor...
Sep 09, 2022•25 min•Ep. 314
This week's retirement reading is from The Best Interest blog titled, The Perfectly Imperfect Investor. 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/313 . Show Notes: Howardbailey.com/313 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...
Sep 02, 2022•23 min•Ep. 313
Today, I'm speaking with Chris Farrell. Chris is a leading expert on the subject of working into the years we once called traditional retirement. In his most recent book, Purpose and a Paycheck: Finding Meaning, Money, and Happiness in the Second Half of Life , he debunks the myth that aging populations are a burden on our economy–and demonstrates how "retirees" can create, innovate, and stay engaged. You may have encountered Chris's work as a journalist for PBS Next Avenue and the Star Tribune,...
Aug 29, 2022•1 hr 3 min•Ep. 312
This week's retirement reading is from Of Dollars and Data titled, Should You Die With Zero? 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/311 . Show Notes: Howardbailey.com/311 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...
Aug 26, 2022•24 min•Ep. 311
This week's retirement reading is from Fortunes & Frictions titled, Is It Time To Sell Stocks? 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/310 . Show Notes: Howardbailey.com/310 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...
Aug 19, 2022•25 min•Ep. 310
Today, I'm talking to David Walker. David served as Comptroller General of the United States under both Bill Clinton and George W. Bush. Since leaving government in 2008, he has been focused on spreading awareness and talking about the national debt. He was the subject of the film I.O.U.S.A. , named by Roger Ebert as one of the best documentaries of 2008, and is the author of a number of books, including Comeback America: Turning the Country Around and Restoring Fiscal Responsibility . I saw Dav...
Aug 15, 2022•55 min•Ep. 309
This week's retirement reading is from the A Teachable Moment blog by Tony Isola titled, Investors Need Some Cosmic Insignificance Therapy. 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/308 . Show Notes: Howardbailey.com/308 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...
Aug 12, 2022•18 min•Ep. 308
This week's retirement reading is from Fortunes & Frictions titled, More Hemingway, Less Faulkner. 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/307 . Show Notes: Howardbailey.com/307 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...
Aug 05, 2022•23 min•Ep. 307
Today, I'm talking to Chip Conley. Chip founded Joie de Vivre Hospitality at the age of 26, turned it into the second largest boutique hotel brand in America, and sold the business 24 years later. Soon after, the founders of Airbnb came to him for advice, and he joined them as their Head of Global Hospitality and Strategy before settling into a role as their Strategic Advisor for Hospitality and Leadership. He's also the founder of Modern Elder Academy, the world's first "midlife wisdom school,"...
Aug 01, 2022•58 min•Ep. 306
This week's retirement reading is from Kitces titled, Why Tax-Loss Harvesting During Down Markets Isn't Always A Good Idea. 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/305 . Show Notes: Howardbailey.com/305 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...
Jul 29, 2022•26 min•Ep. 305
