This week's retirement reading is from Very Well Health titled, Generativity vs. Stagnation in Middle Adulthood. 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/394 . Show Notes: Howardbailey.com/394 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 dau...
Oct 06, 2023•25 min•Ep. 394
Today, I'm speaking with Dr. Chris Heye, CEO and Founder of Whealthcare Solutions and Whealthcare Planning. Chris is an entrepreneur, writer, researcher, and speaker working in the unique intersection of physical, behavioral, mental, and financial health. His specialty is longevity and cognitive decline risks in retirement, and today's conversation is all about the conversations you need to have with your financial advisor, your estate planning attorney, and even with yourself in order to preven...
Oct 02, 2023•58 min•Ep. 393
This week's retirement readings are from A Wealth of Common Sense titled, The Evolution of Retirement, and from The Long Run blog titled, Why Do We Retire? Listen in as Casey Weade breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/392 . Show Notes: Howardbailey.com/392 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial ...
Sep 29, 2023•25 min•Ep. 392
This week's retirement reading is from Think Advisor titled, T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? 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/391 . Show Notes: Howardbailey.com/391 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 retir...
Sep 22, 2023•20 min•Ep. 391
Today, I'm talking to Richard "Jet" Vertz. He's a retired aviation business executive who spent 40 years in the aerospace business, a U.S. Navy service officer who served in Vietnam, and a teacher at the University of Rhode Island's Osher Lifelong Learning Institute. His latest book is Purpose Driven Retirement , in which he shares a process designed to help readers create their Purpose Driven Retirement Bucket List –goals based on hobbies, passions, strengths, limitations, and aspirations to ac...
Sep 18, 2023•54 min•Ep. 390
This week's retirement reading is from Mr. Money Mustache titled, What to Do About These High Interest Rates . 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/389 . Show Notes: Howardbailey.com/389 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...
Sep 15, 2023•33 min•Ep. 389
This week's retirement reading is from HumbleDollar titled, What We Lose . 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/388 . Show Notes: Howardbailey.com/388 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! Eac...
Sep 08, 2023•35 min•Ep. 388
Today, I'm joined by Mike Drak. Mike's a 38-year veteran of the financial services industry and an award-winning blogger, retirement coach, and public speaker. You may have read Mike's articles and contributions on some of our favorite blogs, such as Booming Encore, HumbleDollar, and MarketWatch. He's also the author of several books, including Longevity Lifestyle By Design, Victory Lap Retirement, and Retirement Heaven or Hell: 9 Principles for Designing Your Ideal Post-Career Lifestyle. In our...
Sep 04, 2023•59 min•Ep. 387
This week's retirement reading is from A Wealth of Common Sense titled, You Probably Need Less Money Than You Think For 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/386 . Show Notes: Howardbailey.com/386 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...
Sep 01, 2023•24 min•Ep. 386
This week's retirement reading is from The Knowledge Toolkit titled, The Five Types of Wealth . 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/385 . Show Notes: Howardbailey.com/385 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...
Aug 25, 2023•30 min•Ep. 385
My guest today is Dave Durell. Dave is a fitness coach, blogger, and speaker and has been in the health industry for over 40 years. He has worked as a personal trainer, an NFL strength and training and conditioning coach, and a physical therapist assistant. We came across Dave's work at StrengthAfter50.com , where he shares strength training tips, personal training guidance, and the latest research on fitness. He believes not just in staying strong after 50 but staying strong forever–and it all ...
Aug 21, 2023•1 hr 1 min•Ep. 384
This week's retirement reading is from Morningstar titled, 4 Financial Worries to Cross Off Your List . 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/383 . Show Notes: Howardbailey.com/383 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...
Aug 18, 2023•21 min•Ep. 383
This week's retirement reading is from CNBC titled, An 85-year Harvard study on happiness found the No. 1 retirement challenge that 'no one talks 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/382 . Show Notes: Howardbailey.com/382 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial ad...
Aug 11, 2023•21 min•Ep. 382
Today, I'm talking to Celia Dodd. After 30 years of contributing to publications like The Independent, the Times, the Guardian, Country Living, and Good Housekeeping , Celia started writing books about parenting and life transitions. Celia is the author of All Grown Up: Nurturing Relationships with Adult Children, The Empty Nest , and Conversations with Mothers and Daughters , but today's conversation is focused on her book Not Fade Away: How to Thrive in Retirement. In this conversation, Celia ...
Aug 07, 2023•59 min•Ep. 381
This week's retirement reading is from Of Dollars and Data titled, The Return on Hassle Spectrum . 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/380 . Show Notes: Howardbailey.com/380 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 04, 2023•22 min•Ep. 380
This week's retirement reading is from The Big Picture blog titled, How to Get Rich in the 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/379 . Show Notes: Howardbailey.com/379 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 28, 2023•28 min•Ep. 379
Today's episode is a little different. I had the pleasure of being on Dr. Jordan Grumet's Earn & Invest podcast and absolutely loved the content, so I'm sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement. You might recognize Jordan's name as he was my guest in May of this year. For those that don't know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for de...
Jul 24, 2023•58 min•Ep. 378
This week's retirement reading is from Mr-Stingy titled, Minimum Size — Big Enough To Matter, Not Too Big That It's Wasteful . 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/377 . Show Notes: Howardbailey.com/377 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...
Jul 21, 2023•22 min•Ep. 377
This week's retirement reading is from the Money with Katie blog titled, Investing for Money vs. Investing for Happiness. 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/376 . Show Notes: Howardbailey.com/376 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...
Jul 14, 2023•20 min•Ep. 376
Today, I'm talking to Dr. Christine Rosenbloom, PHD, RDN. She has over 40 years of experience in nutrition with specialties in sports nutrition and gerontology. She is Nutrition Professor Emeritus at Georgia State University as well as the President of Chris Rosenbloom Food & Nutrition Services, where she provides nutrition consulting. In her book, Food and Fitness After 50: Eat Well, Move Well, Be Well , she shares her personal experiences and offers a common-sense approach to help you lear...
Jul 10, 2023•56 min•Ep. 375
This week's retirement reading is from the Morningstar titled, Are You Making These 5 Common Portfolio Mistakes? 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/374 . Show Notes: Howardbailey.com/374 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 dau...
Jul 07, 2023•24 min•Ep. 374
This week's retirement reading is from the A Wealth Of Common Sense titled, The Evolution of Financial Advice . 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/373 . Show Notes: Howardbailey.com/373 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...
Jun 30, 2023•30 min•Ep. 373
This week's retirement reading is from the Best Interest Blog titled, False Proxies That Deceive Your Finances . 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/372 . Show Notes: Howardbailey.com/372 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 dau...
Jun 23, 2023•23 min•Ep. 372
Today, I'm talking to Dr. Michael Finke, Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at the American College. He's the Director of the Granum Center for Financial Security , and he's been my professor a few times throughout my career. I've always been a huge fan of his academic, unbiased approach, and you've undoubtedly seen Michael's work featured here in our Weekend Reading for Retirees email series over the years. He's published over 50 peer-...
Jun 19, 2023•1 hr 5 min•Ep. 371
This week's retirement reading is from Think Advisor titled, 3 Techniques to Help Retirees Spend More (Yes, More!) . 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/370 . Show Notes: Howardbailey.com/370 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...
Jun 16, 2023•21 min•Ep. 370
This week's retirement reading is from Of Dollars And Data titled, Why Down & Sideways Markets are Bullish . 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/369 . Show Notes: Howardbailey.com/369 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 dau...
Jun 09, 2023•20 min•Ep. 369
My guest today is Dr. Dawn Carr. Dawn is the Associate Professor of Sociology and Director of the Claude Pepper Center in the College of Social Sciences and Public Policy at Florida State University and a former researcher at the Stanford Center of Longevity. She is the co-author of the book, Gerontology in the Era of the Third Age: Implications and Next Steps, where she outlines the key factors that bolster older adults' ability to remain healthy and active for as long as possible. She digs int...
Jun 05, 2023•58 min•Ep. 368
This week's retirement reading is from Forbes titled, 8 Things You Need To Know About Taxes Once You Reach Age 65 . 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/367 . Show Notes: Howardbailey.com/367 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 ...
Jun 02, 2023•24 min•Ep. 367
This week's retirement reading is from Advisor Perspectives titled, Do U.S. Investors Underestimate 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/366 . Show Notes: Howardbailey.com/366 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...
May 26, 2023•16 min•Ep. 366
This week's retirement reading is from FAmag.com titled, Who's Not Sweating The Debt Ceiling? The 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/365 . Show Notes: Howardbailey.com/365 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...
May 19, 2023•14 min•Ep. 365
