477: 10 Steps to Prepare Your Finances for Retirement
Retire With Purpose - The Retirement Podcast
Release Date: 01/10/2025
497: Freedom After 50: 5 Numbers Stealing Your Time, Wealth, and Joy
Retire With Purpose - The Retirement Podcast
True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning? In this episode, we discuss: The 50/30/20 Rule and how to align it with your values Debt ratios: Is your debt for survival or for status? Meaningful vs. meaningless time in retirement The Satisfaction Ratio and how it can help you live a more joyful life Today's article is from Mr-Stingy titled, . Listen in as Founder and CEO of , Casey Weade, breaks down the...
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496: Claiming Social Security Early: Is it the Right Strategy for You?
Retire With Purpose - The Retirement Podcast
Conventional financial wisdom encourages you to delay collecting Social Security benefits until age 70, but in certain cases, your “optimal” claiming age might actually be to pull benefits early. In this episode, we discuss: Factors that benefit filing early Your “breakeven” number of filing early vs. later How your rate of return should factor into your Social Security strategy Today's article is from Vanguard titled, Listen in as Founder and CEO of , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it...
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495: Freedom After 50: The World is Ending… What’s Next?
Retire With Purpose - The Retirement Podcast
If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of always trying to control your narrative Why the pursuit of contentment is greater than the pursuit of happiness 5 questions to help you find pure contentment in the present Listen in as Founder and CEO of , Casey Weade is joined by Les McDaniel to run through 5 questions that will help you find pure contentment by living in the now. Show Notes: 📧 WEEKEND READING FOR...
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494: Beyond the Headlines: How Retirees Can Navigate Investment Risks with Larry Swedroe
Retire With Purpose - The Retirement Podcast
Today, I’m speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evidence-based investing. He’s also a well-known advocate for cutting through the financial media noise to focus on strategies that actually work. In Larry’s latest book, Enrich Your Future: The Keys to Successful Investing, he distills decades of financial wisdom into 40 powerful stories that make investing principles easy to understand and apply. In our conversation, Larry shares the science behind...
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493: Chaotic Markets: A 4-Point Checklist to Safeguard Your Retirement Savings
Retire With Purpose - The Retirement Podcast
Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan is truly built for the unexpected. In this episode, we discuss: How a process can give you greater investment and financial control How to assess your liquid/safe reserves Tax and inflation protection opportunities brought by market volatility Today's article is from Morningstar titled, Listen in as Founder and CEO of , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique...
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492: 3 Levels of Retirement Readiness: Where Do You Stand?
Retire With Purpose - The Retirement Podcast
How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In this episode, we discuss: Financial vs. non-financial retirement readiness Why your income strategy is key Considerations for long term care insurance How to prepare for financial change in retirement Today's article is from The Retirement Manifesto titled, Listen in as Founder and CEO of , Casey Weade, breaks down the article and provides thoughtful insights and advice on...
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491: Freedom After 50: 8 Reasons the Month You Retire Matters
Retire With Purpose - The Retirement Podcast
Before you make your transition into retirement, it’s important to dial in the ideal timing not just for your money, but your mind. In this episode, we discuss: Irrational reasons to not retire The “3 Cs” of retirement timing Family, health, and social considerations in retirement Listen in as Casey Weade is once again joined by Les McDaniel to explore the common irrational fears about retiring. To receive your FREE WISE Wealth Assessment worksheet, text WISE to 888-599-4491 Show Notes: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4...
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490: Retirement Withdrawal Strategies in Down Markets: Should You Shift Yours?
Retire With Purpose - The Retirement Podcast
Market volatility is inevitable. Whether you’re 10 months or 10 years into retirement, it’s vital to ask: is your investment strategy prepared? In this episode, we discuss: Why market volatility is necessary When down markets no longer become an opportunity How to avoid sequence of returns risk 4% withdrawal rule flaws Today's articles are from The Best Interest blog titled, and Listen in as Founder and CEO of , Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Show...
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489: Freedom After 50: The 4 Myths of Security Keeping You Stuck Today and Fearful of Tomorrow
Retire With Purpose - The Retirement Podcast
For decades, you’ve been told that security is the key to a successful life; Work hard, save wisely, and one day, you’ll be able to retire with peace of mind. But what if the very idea of security is holding you back? In this episode, we discuss: The power of a decision-making framework Pitfalls of delayed gratification Financial security disillusions Listen in as Casey Weade is once again joined by Les McDaniel to discuss challenges to the traditional notion of security as the key to a successful life. To receive your FREE WISE Wealth Assessment worksheet, text...
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488: From Accumulating to Spending: 20 Lessons for a Happy & Successful Retirement with Christine Benz
Retire With Purpose - The Retirement Podcast
Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the industry and has been recognized as one of Barron’s Top 100 Most Influential Women in Finance and one of the Ten Most Influential Women in Wealth Management. She’s also the co-host of The Long View and How to Retire podcasts where she brings a wealth of expertise and real-world insight to every conversation. In her newest book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy...
info_outlineHow should you modify your portfolio for retirement? It doesn’t take a one-size-fits-all approach, but let’s begin with the basics.
In this episode, we discuss:
- How your emergency fund might change in retirement
- Why your income strategy is key to retirement success
- How to fill for your income “gap”
- Asset vs. tax allocation
- The “tax oasis”
Today's article is from The Retirement Manifesto titled, 10 Steps To Prepare Your Finances For 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/477
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📧 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