Don't believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation. Join us as we discuss: Balancing risk and return Building a portfolio based on your unique needs Utilizing modern tools that go beyond stocks and bonds Today's article comes from AQR.com titled, Why Not 100% Equities . Listen in as Founder and CEO of Howard Bailey Financial , Casey Weade, breaks down the article and provides t...
Mar 01, 2024•26 min•Ep. 424
Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we're born, and why it can continue to plague us throughout our lives. Join us as we discuss: The role that expectations play in our fears How looking to the future or revisiting the past can reintroduce fear The areas we can control in our present life to help mitigate fear Today's article comes from More To That.com titled, Fear Is a Framing Problem . Listen in as Founder and CEO of Howard Ba...
Feb 23, 2024•23 min•Ep. 423
Today, I'm talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He's a contributing author for federal taxation textbooks and has written about our tax system in several journals. He recently published a white paper called Roth Vs. Traditional Account Contributions and Tax Rate Uncertainty in the Journal of Financial Planning . It's a fantastic and informative paper, and we wa...
Feb 19, 2024•43 min•Ep. 422
Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It) . Listen in as Founder and CEO of Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: Howardbailey.com/421 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND...
Feb 16, 2024•26 min•Ep. 421
Today's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older . Listen in as Founder and CEO of Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: Howardbailey.com/420 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® in...
Feb 09, 2024•36 min•Ep. 420
Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People , or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions You'll Ever Make. In our conversation, we delved into her book Live Life In Crescendo: Your Most Important Work is Always Ahead of You , which she co...
Feb 05, 2024•1 hr 10 min•Ep. 419
Today's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: Howardbailey.com/418 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insig...
Feb 02, 2024•19 min•Ep. 418
Today's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money An d Life and from A Teachable Moment titled, Years Don't Make You Old. Listen in as Founder and CEO of Howard Bailey Financial , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9...
Jan 26, 2024•31 min•Ep. 417
Today, I'm talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issue of elder abuse–both physical and psychological–as well as financial exploitation and wrongful deprivation of rights. She was instrumental in architecting the federal Elder Justice Act. She also founded the DoJ's Elder Justice Initiative and authored the Elder Justice Roadmap. In her book, The Measure of Our Age: Navigating Care, Safety, Money, and...
Jan 22, 2024•1 hr 4 min•Ep. 416
What does it look like to build your own life strategy, and why do you really need one? In this episode of the Retire With Purpose Podcast , we're exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life. Today's article comes from the Harvard Business Review titled, Use Strategic Thinking to Create the Life You Want. Listen in as Founder and CEO of Howard Bailey Financial , Casey Weade, breaks down the article and pro...
Jan 19, 2024•29 min•Ep. 415
This week's retirement reading is from Of Dollars And Data titled, Will 2024 Be an Up Year for 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/414 . Our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559. Show Notes: Howardbailey.com/414 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up...
Jan 12, 2024•24 min•Ep. 414
Today, I'm speaking with Krista St-Germain. Krista is a Master Certified Life Coach, grief expert, and host of the Widowed Mom Podcast , where she specializes in helping widows move forward and love their life again. When her husband was killed by a drunk driver just 3 ½ months after their wedding, her life was flipped upside down. As she worked through her loss, she realized that she can leverage her loss to make her life better and has helped others do the same. Her Moms Go On program has give...
Jan 08, 2024•55 min•Ep. 413
This week's retirement reading is from Vox titled, It's Okay to Suck When You Try Something New. 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/412 . Show Notes: Howardbailey.com/412 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 d...
Jan 05, 2024•20 min•Ep. 412
This week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide. 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/411 . Show Notes: Howardbailey.com/411 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 i...
Dec 29, 2023•21 min•Ep. 411
Today, I'm speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and has helped thousands of clients with their estate and tax planning needs, in addition to businesses and nonprofit entities. He's the co-creator of the Entrusted Planning™ process and the co-author of two books, including Entrusted: Building a Legacy That Lasts , and we'll be diving into his 7 principles ...
Dec 25, 2023•1 hr 7 min•Ep. 410
This week's retirement reading is from Advisor Perspectives titled, Guaranteed Lifetime Income is a Better Solution than Taxable 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/409 . Show Notes: Howardbailey.com/409 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...
Dec 22, 2023•24 min•Ep. 409
This week's retirement reading is from Mr-Stingy.com titled, The "What I Don't Want" 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/408 . Show Notes: Howardbailey.com/408 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...
Dec 15, 2023•35 min•Ep. 408
This week's retirement reading is from the Darius Foroux blog titled, Understanding and Overcoming FOBO (Fear of Better Options). 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/407 . Show Notes: Howardbailey.com/407 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...
Dec 08, 2023•30 min•Ep. 407
Today, I'm talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey–he's experienced it himself. His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You're Retiring . We're going to dig into what these four phases are, but also how they applied to Riley in his own life. In our conversation, you'll learn how he walt...
Dec 04, 2023•58 min•Ep. 406
This week's retirement reading is from Seeking Alpha titled, The Illusion Of Security In Investing. 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/405 . Show Notes: Howardbailey.com/405 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 01, 2023•21 min•Ep. 405
This week's retirement reading is from Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? 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/404 . Show Notes: Howardbailey.com/404 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 24, 2023•25 min•Ep. 404
This week's retirement reading is from The Root of All blog titled, The Dark Side of 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/403 . Show Notes: Howardbailey.com/403 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...
Nov 17, 2023•31 min•Ep. 403
Today, I'm talking to Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn't walk up and down stairs, and feared she may suffer from additional health issues in the future. She enlisted her daughter and fitness trainer, Michelle, to help and achieved astounding results. She joined a transformation group called The Wonder Women, lost 60 pounds, and now works w...
Nov 13, 2023•29 min•Ep. 402
This week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have It . 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/401 . Show Notes: Howardbailey.com/401 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...
Nov 10, 2023•26 min•Ep. 401
This week's retirement reading is from Mr-Stingy titled, A Bit of a Bad Thing 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/400 . Show Notes: Howardbailey.com/400 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! ...
Nov 03, 2023•27 min•Ep. 400
For over 50 years, Nancy Schlossberg has been helping adults grow and navigate life's big transitions. She's a former professor of counseling psychology, former president of the National Career Development Association, and currently serves as co-president of Transitions Works, a consulting group. She was the first woman executive at the American Council of Education, and she established the Office of Women in Higher Education in 1973. She's also written ten books, including Too Young To Be Old: ...
Oct 30, 2023•1 hr 11 min•Ep. 399
This week's retirement reading is from Morningstar titled, Clients Suffering From Choice Overload? Here's How to Manage it. 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/398 . Show Notes: Howardbailey.com/398 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...
Oct 27, 2023•23 min•Ep. 398
This week's retirement reading is from Steve Sanduski's blog titled, 2,500 Years of Thinking About "How Much is Enough?" 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/397 . Show Notes: Howardbailey.com/397 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...
Oct 20, 2023•33 min•Ep. 397
Today, I'm talking to a baby boomer who has no intention of "retiring" – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he's on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life's journey. In his book, Replace Retirement: Living Your Legacy in the Exponential Age , he teaches readers to create purposeful, rewarding, and inspired l...
Oct 16, 2023•1 hr 5 min•Ep. 396
This week's retirement reading is from Morningstar titled, Should You Delay Taking Social Security Benefits? 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/395 . Show Notes: Howardbailey.com/395 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...
Oct 13, 2023•30 min•Ep. 395
