545: By the Numbers: Our 2026 Market Predictions
Retire With Purpose - The Retirement Podcast
Release Date: 01/23/2026
561: Freedom After 50: The 80% Rule That Could Change Your Retirement Timeline with Jordan Grumet, MD
Retire With Purpose - The Retirement Podcast
What if waiting until you’re “fully ready” for retirement is actually costing you some of the best years of your life? Topics covered in this episode: The controversial “retire at 80%” framework Why most retirees don’t run out of money The reality behind retirement spending patterns The emotional and psychological barriers to retiring Why time may be more valuable than financial certainty How to determine if you’re closer to retirement than you think Today's article is from The Purpose Code blog titled, ....
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560: By the Numbers: Can You Really Beat the Market by Avoiding the Worst Days?
Retire With Purpose - The Retirement Podcast
What if trying to avoid the market’s worst days is actually one of the fastest ways to sabotage your retirement plan? Topics covered in this episode: Why best and worst market days often occur back-to-back The math of gains vs. losses — and why it’s not equal The “lost decade” and what it teaches investors Why avoiding bad years matters more than avoiding bad days How reduced volatility strategies can stabilize retirement outcomes Today's article is from Morningstar titled . Listen in as Founder and CEO of , Casey Weade, breaks...
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559: How Dopamine Shapes Your Motivation, Happiness, and Purpose in Retirement with Michael Long
Retire With Purpose - The Retirement Podcast
Today, I’m excited to welcome Michael Long to the podcast. Michael is a physicist-turned-writer and the co-author of the international bestseller The Molecule of More. His work explores one of the most powerful forces shaping our lives: the brain chemical dopamine — and how it influences motivation, ambition, and our constant drive for “more.” Michael is also the author of Taming the Molecule of More: A Step-by-Step Guide to Making Dopamine Work for You. Over the course of his career, he has written speeches for members of Congress, presidential candidates, Fortune 10 CEOs, while also...
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558: By the Numbers: The Bucket Strategy vs. 60-40 - Who Really Wins?
Retire With Purpose - The Retirement Podcast
What if the strategy you trust most for retirement income is quietly costing you hundreds of thousands of dollars? Topics covered in this episode: The real driver behind outperformance Sequence of returns risk and the “retirement risk zone” Why rebalancing can help (or hurt) your long-term results The surprising case for increasing equity exposure over time Limitations of bonds in modern retirement portfolios How small tweaks can potentially add six figures to your retirement Today's article is from The Retirement Manifesto titled . Listen in as Founder and...
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557: By the Numbers: The Fragile Decade That Could Make (or Break) Your Retirement
Retire With Purpose - The Retirement Podcast
What if the real retirement risk zone isn’t during retirement… but the five critical years before and after it begins? In this episode, you’ll learn about: Pre- vs. post-retirement sequence of returns risk How to stress test your retirement plan effectively The role of asset allocation shifts in late-stage accumulation Why target date funds may carry more risk than expected How to build income certainty and protection strategies The psychology of transitioning from growth to preservation Today's article is from ThinkAdvisor.com titled . Listen in as Founder and...
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556: By the Numbers: Could the Government Tax Your Roth IRA in the Future? What if Congress Changes the Rules?
Retire With Purpose - The Retirement Podcast
If you convert to a Roth today, could Congress change the rules tomorrow — and should that fear stop you from taking action? In this episode, you’ll learn: The truth about retroactive Roth taxation Why traditional IRA risk may be greater than Roth risk How RMDs can quietly create massive tax exposure What recent legislation signals about the future of Roth accounts Why tax diversification — not fear — should guide your strategy How to determine if a Roth conversion makes sense for your numbers Today's article is titled Could...
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555: By the Numbers: The Anchors of Retirement Confidence, Part 4 — Building a Retirement That Can’t Break
Retire With Purpose - The Retirement Podcast
Join us as we continue our “Anchors of Retirement Confidence” series, where we discuss four areas of retirement uncertainty plus strategies designed to replace your anxiety with clarity and control. In part 4, we explore the protection anchors — and how preparing for worst-case scenarios can help you feel more confident through market volatility. In this episode, you’ll learn about: Why guaranteed income floors can help improve spending confidence How to manage long-term care as a catastrophic risk How to compare income...
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554: Freedom After 50: Why Retirement Fear Might Be a Sign You’re Ready
Retire With Purpose - The Retirement Podcast
What if the fear you feel about retirement isn’t a warning sign, but an invitation to step into a more meaningful, self-directed life? In this episode, you’ll learn: Why hitting your retirement number can increase anxiety The difference between financial independence and fulfillment Three powerful questions to clarify whether it’s time to retire How purpose evolves after work — and why fear often shows up first Today's article is from The Purpose Code blog titled, . Listen in as Founder and CEO of , Casey Weade is joined by Les...
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553: A Step-by-Step Guide to Leverage AI As a Thought Partner & Find Purpose In Retirement with Geoff Woods
Retire With Purpose - The Retirement Podcast
Today, I’m thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions, and a leading expert on AI. He previously served as Chief Growth Officer of Jindal Steel & Power, where he played a key role in scaling the company from a $750 million market cap to over $12 billion in just four years. He also co-founded the company behind , advising organizations with revenue ranging from $10 million to $60 billion. In our...
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552: By the Numbers: The Anchors of Retirement Confidence, Part 3 — Why Tax Flexibility Matters More Than Tax Savings
Retire With Purpose - The Retirement Podcast
Join us as we continue our “Anchors of Retirement Confidence” series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3, we explore why the biggest threat to your retirement isn’t always market volatility, but the taxes you didn’t see coming until it was too late. In this episode, you’ll learn: How tax concentration quietly limits income flexibility The three core tax buckets every retiree should understand How Roth accounts help create...
info_outlineWill 2026 deliver another strong bull-market year — or a long-overdue reality check as AI, market valuations, and global shifts collide?
In this episode, we discuss:
- 2026 S&P 500 predictions (15.2% vs. 6.7%)
- AI’s explosive growth
- The Magnificent Seven’s shrinking dominance
- Why equal-weighted investing reduces volatility
- Why bonds, gold, and diversification matter again
- How pre-retirees can protect gains while staying invested
Today's article is from Kitces.com titled, 10 Charts To Help Explain The 2026 Market To Clients. 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.
Show Notes: HowardBailey.com/545
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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