Retire With Purpose - The Retirement Podcast
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations. ©2024 HOWARD BAILEY FINANCIAL, INC.
Show episodes
Freedom After 50: Fearless Freedom – Unlocking Radical Resilience for Life’s Next Chapter
What role does spirituality play in your life and how can it help you cultivate a purpose-driven retirement? Join us for a conversation about wisdom, the deeper truths that have endured across time, and why this is all central to a purposeful retirement. In this episode, we discuss: How spirituality and faith impact re
The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott
Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He’s also the Professor of Practice at the American College of Financial Services and The Wall Street Journal has named him the best source
Freedom After 50: How to Build a Legacy That Will Outlast You—Exploring the Wise Wealth Matrix - Part 4
Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why most legacies fail How to leverage the Wisdom & Wealth pillars for legacy planning How to activate legacy with impact L
If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals. In this episode, we discuss: How income strategies have evolved Why retiree spending changes What makes an income strategy “flexible” How to know which income strategy is best fo
Freedom After 50: The Shadow Side of Wealth - Exploring the Wise Wealth Matrix - Part 3
Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and connection. In this episode, we discuss: 3 cultural norms most distorted by modern society Risks associated with the pu
It’s that time of year again in the finance world; time to ring in this year’s stock market predictions! Are analysts erring toward bull—or bear? We give you our take. In this episode, we discuss: How our past market predictions fared How today’s market activity compares to the 90s Why we could be due for a correctio
