Today, I'm talking to former Pittsburgh Steelers running back Robert "Rocky" Bleier. Rocky is a 4x Super Bowl champion, the Bronze Star Medal and Purple Heart recipient, and the author of Fighting Back: The Rocky Bleier Story and Don't Fumble Your Retirement. Rocky has made a massive impact on people's lives as a parent, grandparent, serviceman, and Pittsburgh Steeler–and it was an honor to talk to him today in anticipation of his upcoming speech at his alma mater, Notre Dame. In our conversatio...
May 15, 2023•54 min•Ep. 364
This week's retirement reading is part 2 of our discussion on the post from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying 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/363 . Show Notes: Howardbailey.com/363 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial...
May 12, 2023•24 min•Ep. 363
This week's retirement reading is from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying 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/362 . Show Notes: Howardbailey.com/362 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...
May 05, 2023•28 min•Ep. 362
Today, I'm talking to Dr. Jordan Grumet. Jordan is an associate medical director at JourneyCare Hospice, a financial blogger turned host of the award-winning Earn & Invest Podcast , and the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. In his book, he shares what the end of life can teach us about the secret to financial independence and how to make every moment count. People have so many questions about money, wh...
May 01, 2023•1 hr 12 min•Ep. 361
This week's retirement reading is from MrStingy.com titled, Cover The Average Case, Look Out For The Extreme Case . 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/360 . Show Notes: Howardbailey.com/360 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 ...
Apr 28, 2023•21 min•Ep. 360
This week's retirement reading is from A Wealth Of Common Sense titled, Would You Rather Outperform During Bull Markets or Bear 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/359 . Show Notes: Howardbailey.com/359 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...
Apr 21, 2023•21 min•Ep. 359
This week's retirement reading is from Morningstar titled, Real Luxury Goods Don't Have Brand Names . 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/358 . Show Notes: Howardbailey.com/358 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...
Apr 14, 2023•25 min•Ep. 358
Today, I'm talking to Dr. Sarah Fallaw. Sarah is the founder and president of DataPoints, where she provides her clients with technologically enabled financial psychology tools to enhance wealth building. If you've been following the podcast, you've likely seen Sarah's writing and research in our Weekend Reading for Retirees series. Her work has been featured in the Journal of Financial Planning, Financial Planning Review, and Industrial and Organizational Psychology. In her book, The Next Milli...
Apr 10, 2023•45 min•Ep. 357
This week's retirement reading is from Of Dollars and Data titled, The 7 Streams of Income to Get Rich . 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/356 . Show Notes: Howardbailey.com/356 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 07, 2023•22 min•Ep. 356
This week's retirement reading is from Advisor Perspectives titled, How to Get Clients to Spend More 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/355 . Show Notes: Howardbailey.com/355 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 31, 2023•25 min•Ep. 355
This week's episode is all about bank failures with what has happened in Silicon Valley and how those failures can impact your investments. Listen in as Casey Weade shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/354 . Show Notes: Howardbailey.com/354 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...
Mar 24, 2023•22 min•Ep. 354
Today, I'm talking to Steve Lopez. Steve has been a writer for the Los Angeles Times since 2001 and a four-time Pulitzer Prize finalist. He's won over a dozen national journalism awards and three local news Emmys, and he's written three novels, including The Soloist , which was adapted into one of my favorite movies. In Steve's new book, Independence Day: What I Learned About Retirement from Some Who've Done It and Some Who Never Will, he explores the meaning of work and how it defines us in a c...
Mar 20, 2023•56 min•Ep. 353
This week's retirement reading is from FAmag.com titled, What Clients Worry About. 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/352 . Show Notes: Howardbailey.com/352 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...
Mar 17, 2023•26 min•Ep. 352
This week's retirement reading is from The Long Run blog titled, Would You Trade Places with Warren Buffett? 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/351 . Show Notes: Howardbailey.com/351 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...
Mar 10, 2023•21 min•Ep. 351
Today, I'm talking to Bob Carlson–America's #1 retirement expert. Bob is the editor of Retirement Watch , a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System. He's written several highly influential books, including The Essential Guide to Retiring in the 2020s , and Where's My Money?: Secrets to Getting the Most Out Of Your Social Security. In this conversation, Bob and I get into the risk factors that can potentially derail you...
Mar 06, 2023•57 min•Ep. 350
This week's retirement reading is from Humble Dollar titled, Helpful in Theory . 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/349 . Show Notes: Howardbailey.com/349 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 b...
Mar 03, 2023•22 min•Ep. 349
This week's retirement reading is from Forbes titled, Is Financial Planning As Good As Couples 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/348 . Show Notes: Howardbailey.com/348 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...
Feb 24, 2023•20 min•Ep. 348
Today, I'm thrilled to welcome Robert Laura back to the podcast. Back in 2020, we had a great conversation about the ways COVID was impacting retirement. Now, we're shifting gears from a "No-Regrets Retirement Plan" mindset to redefining retirement and improving our retirement intelligence. Robert is the founder of RetirementProject.org and Naked Retirement. As the Retirement Activist, Robert is committed to changing the way people think about and prepare for every aspect of retirement. In his n...
Feb 20, 2023•40 min•Ep. 347
This week's retirement reading is from the Of Dollars and Data titled, Where Do Millionaires Keep Their Money? [It's Not Where You Think] 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/346 . Show Notes: Howardbailey.com/346 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...
Feb 17, 2023•21 min•Ep. 346
This week's retirement reading is from the Humble Dollar titled, Nine Retirement Myths. 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/345 . Show Notes: Howardbailey.com/345 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 ha...
Feb 10, 2023•29 min•Ep. 345
This week's retirement reading is from Retirement Researcher titled, How Long is the Long Term? 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/344 . Show Notes: Howardbailey.com/344 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 do...
Feb 03, 2023•24 min•Ep. 344
Today, I'm thrilled to be speaking with Burt Malkiel. You probably know him as the author of A Random Walk Down Wall Street , originally published 50 years ago and is now in its 13th edition. In the book, he made a compelling case to make index funds the core component of one's investment portfolio. Keep in mind that index funds weren't publicly available at that time. Having written one of the most influential books in the history of investing is an extraordinary achievement. And Burt's accompl...
Jan 30, 2023•1 hr 10 min•Ep. 343
This week's retirement reading is from The Collaborative Fund Blog titled, The Art and Science of Spending 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/342 . Show Notes: Howardbailey.com/342 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...
Jan 27, 2023•33 min•Ep. 342
This week's retirement reading is from Eversheds Sutherland titled, SECURE 2.0 in 2023 and beyond. 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/341 . Show Notes: Howardbailey.com/341 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...
Jan 20, 2023•31 min•Ep. 341
This week's retirement reading is from the Fortunes and Frictions Blog titled, My 2023 Predictions. 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/340 . Show Notes: Howardbailey.com/340 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...
Jan 13, 2023•19 min•Ep. 340
Today, I'm thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement. In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy , he walks retirees through the obstacles they're most likely to face in the next chapter of their lives. Tackling issues such as...
Jan 09, 2023•57 min•Ep. 339
This week's retirement reading is from the Think Advisor Blog titled, Why Advisors Should Rethink the 'M' in RMD. 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/338 . Show Notes: Howardbailey.com/338 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...
Jan 06, 2023•19 min•Ep. 338
This week's retirement reading is from the Best Interest Blog titled, How Do Taxes Affect Stock 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/337 . Show Notes: Howardbailey.com/337 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 30, 2022•23 min•Ep. 337
This week's retirement reading is from Kiplinger post titled, What's the Difference Between Average and Actual Rate of Return? 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/336 . Show Notes: Howardbailey.com/336 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...
Dec 23, 2022•20 min•Ep. 336
Today, I'm talking to Bob French–one of the leading lights in the world of retirement research. Bob is the Director of Investment Analysis at McLean Asset Management, where he works directly with clients to help them understand how their investments fit in a broader picture. Bob joined the team at Retirement Researcher, where he works with a couple of our favorite podcast guests, Wade Pfau and Alex Murguia. This 3-man team collaborates to deliver some of the best, unbiased insights and knowledge...
Dec 19, 2022•58 min•Ep. 335
