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Retire With Purpose - The Retirement Podcast

Retire With Purpose - The Retirement Podcast

Casey Weade

The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement. Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better. University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 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 www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.

472 - 470: Stock Market Return Projections: How Should You Plan for the Future?
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  • 472 - 470: Stock Market Return Projections: How Should You Plan for the Future?

    What long-term market returns should you assume for your retirement portfolio? Much like market performance, the answer isn’t always clear-cut.  

    In this episode, we discuss:  

    Average vs. actual market returns The Retirement Red Zone’s impact on market returns How to factor inflation into returns How to gauge “odds of failure”

    Today's article is from The Best Interest blog titled, What Long-Term Stock Returns Should I Assume in My Plan? 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: RetireWithPurpose.com/470

    Rate & Review the Podcast: RetireWithPurpose.com/review

    📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 

    📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 

    ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

    Fri, 29 Nov 2024 - 29min
  • 471 - 469: Freedom After 50: 7 Habits for a Happy Retirement

    What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear vision and commitment to growth. 

    In this episode, we discuss:  

    How to define freedom, happiness, and joy The 70/30 rule and how it can help you be more time intentional What it means to “live generously”

    Today's article is from our very own blog titled, Freedom After 50: 7 Habits for a Happy Retirement. 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: RetireWithPurpose.com/469

    Rate & Review the Podcast: RetireWithPurpose.com/review

    📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 

    📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 

    ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

    Fri, 22 Nov 2024 - 30min
  • 470 - 468: The Psychology of Spending More in Retirement to Increase Happiness with Dr. Michael Finke

    Today, I’m talking to Dr. Michael Finke. Michael is the Professor of Wealth Management at the American College of Financial Services. His research is focused on retirement income planning, retirement spending, life satisfaction, cognitive aging, and investor behavior. He’s published over 50 peer-reviewed articles, and I’m thrilled to have him back on the podcast today.

    One aspect of retirement that many retirees struggle with is spending money that they’ve saved. It’s a mental block for many who have focused on saving money, even for those who have saved enough to live comfortably and enjoy their retirement years. For some, spending money on leisure and enjoyment seems like an irrational financial decision.

    In our conversation, we explore the link between human nature and finance and why the fear of death and running out of money prevents us from making rational financial decisions. We also discussed the pros and cons of annuities and how retirees are often happier with guaranteed income versus a larger nest egg.

    In this podcast interview, you’ll learn:

    How Dr. Finke’s early research into food consumption led him to a career as a finance professor. Reasons why so many people are uncomfortable spending down in retirement–and how to restructure your finances to shake common misconceptions.  The benefits of spending more in your 60s and 70s–even if you plan to live to 100.  The advantages of annuities and guaranteed income in early retirement years. The psychology behind how using guaranteed income for spending leads to increased happiness.  The key factors that determine happiness for countless retirees all over the world. 

    Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

    Show Notes: RetireWithPurpose.com/468

    Rate & Review the Podcast: RetireWithPurpose.com/review

    📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 

    📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 

    ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

    Mon, 18 Nov 2024 - 59min
  • 469 - 467: Financial Independence vs. Financial Security: Do You Need Both?

    If you have financial independence, does that mean you also have financial security? Or does it work the other way around? Truth be told, these terms have different roles in your financial life.  

    In this episode, we discuss: 

    Characteristics of financial independence vs. security Emotions of financial security How financial independence and security changes in retirement

    Today's article is from Mark Newfield's Substack titled, Love or Confusion? 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: RetireWithPurpose.com/467

    Rate & Review the Podcast: RetireWithPurpose.com/review

    📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 

    📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 

    ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

    Fri, 15 Nov 2024 - 18min
  • 468 - 466: The Four A’s of a Regret-Free Retirement

    Successfully transitioning from the end of work into retirement takes work. But what does that “work” really involve? 

    In this episode, we discuss: 

    What it means to have a non-financial, diversified retirement How to create a life map How to leverage your past to create a fulfilling future The concept of “radical resistance”

    Today's article is from the Harvard Business Review titled, Retire Without Regrets. 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: RetireWithPurpose.com/466

    Rate & Review the Podcast: RetireWithPurpose.com/review

    📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 

    📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 

    ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

    Fri, 08 Nov 2024 - 27min
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