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.

474: The Reality of Investment Risk: Why Low Probability of Loss Doesn’t Equal Low Risk 12/20/2024

473: Retirement Tax Planning: Exploring the Impact of a Republican Trifecta on Your Taxes and Bottom Line 12/13/2024

472: Creating Financial & Life Freedom to Live Authentically in Retirement with George Kinder 12/09/2024

472: Creating Financial & Life Freedom to Live Authentically in Retirement with George Kinder Today, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspiration to our work at Howard Bailey. He’s also one of Professional Adviser’s 50 Most Influential People, the founder of the Kinder Institute of Life Planning, and the author of several books. In today’s conversation, George and I dive into his newest book, The Three Domains of Freedom: Each Moment is Yours, Your Life Is Yours, Civilization Is Yours. In his book, George shares his expertise on mindfulness and life planning to help others discover their life’s purpose and find a deeper connection to their values and aspirations. In our conversation, we explore the difference between freedom in finance and freedom in life, what it means to live authentically in retirement, and the questions and practices that anyone can use to embrace the freedom of moments, life, and civilization. GET FREE ACCESS TO GEORGE’S BOOK TITLED THE THREE DOMAINS OF FREEDOM: EACH MOMENT IS YOURS, YOUR LIFE IS YOURS, CIVILIZATION IS YOURS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: The connection between Buddhism and life planning. Why George thinks working with financial clients without asking the important questions that goes into life planning is a disservice. How presence, purpose, and meaning define who we are and how we live. The benefits of mindfulness practices–and how George uses his to show up in the present moment regardless of external circumstances. How to stop money from becoming an obstacle to freedom. Why continuing to work can be part of your financial freedom if you truly love what you do. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/34308565

471: 3 Practices to Strengthen Relationships and Create a Meaningful Holiday Season 12/06/2024

470: Stock Market Return Projections: How Should You Plan for the Future? 11/29/2024

469: Freedom After 50: 7 Habits for a Happy Retirement 11/22/2024

468: The Psychology of Spending More in Retirement to Increase Happiness with Dr. Michael Finke 11/18/2024

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 to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/33922322

467: Financial Independence vs. Financial Security: Do You Need Both? 11/15/2024

466: The Four A’s of a Regret-Free Retirement 11/08/2024

465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts 11/01/2024

464: The Conscious Elder Revolution: Reclaiming Ancient Wisdom for a Deeper Life 10/25/2024

463: Why Investment Survival is Key to a Successful Retirement Portfolio 10/18/2024

462: Strategies to Maximize Your Social Security Benefits with Mary Beth Franklin 10/14/2024

462: Strategies to Maximize Your Social Security Benefits with Mary Beth Franklin Today, I’m talking to Mary Beth Franklin. Mary Beth is a CERTIFIED FINANCIAL PLANNER, a former Capitol Hill reporter at United Press International, and the retirement and tax editor at Kiplinger Personal Finance. She also has a new edition of her bestselling book, Maximizing Social Security Benefits, a must-read for retirees and pre-retirees. My first interview with Mary Beth was our most downloaded and most watched episode of this podcast, so I’m thrilled to have another chance to talk to her about Social Security (and if you haven’t listened to that first episode, be sure to do so before diving into this one, as it covers the foundational elements of Social Security). In today’s conversation, we discussed what’s changed about Social Security over the last several years, how to take advantage of these changes in your financial and retirement planning, and, of course, the future of Social Security and its potential insolvency. You’ll also hear what semi-retirement looks like for Mary Beth, as she very recently semi-retired herself, and shares advice for anyone who still enjoys working in their pre-retirement years. GET A FREE ACCESS TO MARY BETH’S BOOK: MAXIMIZING SOCIAL SECURITY BENEFITS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: Why so many of the Social Security claiming strategies that became popular in the late 2000s have disappeared. What it would mean for Social Security to become insolvent–and why it’s highly unlikely for anything to be done about it anytime soon. How your Social Security is calculated, and how to get a clear picture of what your benefits look like (or would look like) right now. Why more people regret claiming benefits too early rather than too late. Social Security claiming strategies that haven’t been eliminated by Congress, especially for divorced and widowed retirees. What Mary Beth has learned from her husbands’ retirement and her own semi-retirement. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/33290377

461: The Retirement Myth: How to Revisit, Reflect, and Reinvent Your Next Chapter 10/11/2024

460: Are We in the Longest Bull Market in History? 10/04/2024

459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance 09/27/2024

459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inheritance. In this episode, we discuss: The impact of a living inheritance Why you need to have open dialogue about your estate plan with children How to strike a balance between transferring wealth today and in the future Gifting tax considerations Today's article is from WealthManagement.com 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 financial situation. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/33207202

458: Is the Pursuit of Happiness Killing Your Second Half of Life Joy? 09/20/2024

457: Finding Meaningful Work in a Post-Career World with Bruce Feiler 09/16/2024

457: Finding Meaningful Work in a Post-Career World with Bruce Feiler Today, I'm thrilled to welcome Bruce Feiler back to the podcast. Bruce has written seven New York Times bestsellers, given three TED Talks viewed more than 4 million times and teaches the TED course How to Master Life's Transitions, and has been a longtime columnist for the New York Times. While our previous conversation was all about navigating transition, this episode focuses on Bruce's new book, The Search: Finding Meaningful Work in a Post-Career World. In the book, Bruce shares a toolkit with 21 questions to find work that you love. In our conversation, we explore the different aspects of work that make it more meaningful, what a "workquake" is and why the average American has at least 20 of them in their lifetime. We'll also walk you through the process of conducting a “meaning audit” to live the life you want–not the one you think you should. GET A FREE ACCESS TO BRUCE’S BOOK: THE SEARCH: FINDING MEANINGFUL WORK IN A POST-CAREER WORLD Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: What Bruce learned from the time he spent working with his grandfather, and how that experience shaped the rest of his life. Why we’re seeing suicide rates skyrocket for retirees and pre-retirees. What “post-career” really means–and how Bruce’s interviews with over 500 everyday Americans helped him develop a better understanding of life’s transitions. The common traits of people that love what they do. Why work doesn’t need to be miserable, despite what history and narratives have told us How to find balance and fulfillment at any age by writing your own work story. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/33028547

456: Retirement Tax Planning: Should You Max Out Your 401(K)? 09/06/2024

455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience 08/30/2024

455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience The journey of Repurposement is not a one-time event but an ongoing process that shapes the legacy you leave behind. To wrap up our “Thriving in Midlife” series, we explore how to ensure that each step you take is aligned with the life you are destined to lead. In this episode, we discuss: Why it’s important to evolve your Repurposement experience A 4-step process to check in on your Repurposement Plan How to create an intentional reflection habit Today's article comes from our very own blog 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 financial situation. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/32782527

454: Busting 6 Big Financial Myths for Retirement 08/23/2024

453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke 08/12/2024

453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke Today, I’m thrilled to welcome Annie Duke back on the podcast. Annie is an author, speaker, and consultant. She has a PhD in Cognitive Psychology and is a special partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Many of you will likely recognize Annie from her illustrious career as a professional poker player, during which she won over $4 million and a World Series of Poker bracelet before retiring from poker in 2012. Today, we will focus on her newest book, Quit: The Power of Knowing When to Walk Away. She explores why many people continue with relationships and careers that no longer serve us and how to master the skill of quitting to pursue something else that will make you happier. In our conversation, Annie reveals the most challenging aspect of changing careers and transitioning into retirement is often linked to the loss of identity and purpose, how the lessons that we teach our kids about quitting should be focused on overall happiness instead of failure, and simple strategies to help to make better decisions that are shrouded in uncertainty. GET A FREE ACCESS TO ANNIE’S BOOK TITLED QUIT: THE POWER OF KNOWING WHEN TO WALK AWAY Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: How Annie’s decision to retire from poker was influenced by her happiness and loss of passion for the game. Why many people struggle with making good decisions when faced with uncertainty. Why one of the hardest aspects of quitting or retiring is the loss of identity. How the demise of Sears, one of the largest and most successful companies in the country, can be linked to a loss of identity. The similarities in the decision making process between firing an employee, quitting a job and retiring. A different perspective on how we teach our kids and grandkids about quitting when it comes to sports and activities. Annie’s tips and strategies for overcoming analysis-paralysis with investing decisions during the transition to retirement. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/32505652

452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps 08/09/2024

451: License to Spend: A Retirement Income Strategy That Helps Combat Longevity Risk 08/02/2024

450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits 07/26/2024

450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits If you ever find yourself experiencing feelings of anxiety, chaos, or find yourself in a general state of feeling unsettled, it’s time to elevate your inner peace. When you’re at peace, you can live a happier life more aligned with your purpose, vision, and values. In this episode, we discuss: How internal and external realities impact your peace The global rise of sadness How to get out of your head to feel more grounded What it means to “prime your purpose” Today's article comes from our very own blog 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 financial situation. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/32248172

449: The Stoic Path to Wealth with Darius Foroux 07/22/2024

449: The Stoic Path to Wealth with Darius Foroux Today, I’m speaking with Darius Foroux. Darius’s work has been featured in Time, NBC, the Observer, and the Economist. He’s also the host of The Darius Foroux Show: Mindset, Business, Money, which is available on all podcast platforms. Darius teaches online classes on wealth building and has written eight books, including his newest work, The Stoic Path to Wealth: Ancient Wisdom for Enduring Prosperity. In his new book, Darius applies ancient wisdom to the chaos of the modern-day market. He investigates how discipline, emotional distance, and self-mastery–techniques passed down over thousands of years–give us the tools to live better financial lives and weather economic storms today. In this conversation, we explore how his experience as an immigrant helped shape his financial philosophy, why Stoicism is so uniquely suited to making sense of modern-day problems, and the beauty of staying on this path to build a purposeful life and legacy. GET A FREE ACCESS TO DARIUS’S BOOK: THE STOIC PATH TO WEALTH: ANCIENT WISDOM FOR ENDURING PROSPERITY Here's all you have to do... ● Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. ● Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: How moving from Iran to the Netherlands as a young child with almost no possessions helped him to achieve financial success on his own terms. Why Stoicism gives people a clear vision for building long-term wealth. What happened when Darius made the decision to become a writer–and how this high-risk bet ended up paying off. The four pillars of Seneca’s life that you can use to shape a beautiful retirement and legacy. Why it’s so hard to define what “enough” is, to find contentment, and avoid shiny object syndrome. The power of creating a “non-attachment” to your money as part of a winning investing strategy. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/32071162

448: Is Historical Market Data Helpful for Retirement Income Planning? 07/19/2024

447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life 07/12/2024

447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life Who are you without your career? How do you find meaning outside of your professional life? These are questions you might ask yourself while stepping into retirement or in the thick of midlife, but in order to truly know yourself better, you first need to understand how to lead yourself better. In this episode, we discuss: How your tendencies impact your actions What it looks like to “shape” a new tendency The differences between your patterns and your actions Today's article comes from our very own blog 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 financial situation. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/32087487

446: The Most Powerful Financial Skill: Quiet Compounding 07/05/2024

445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals 06/28/2024

445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals What does it look like for you to live a meaningful life with purpose? As you navigate the transition from midlife to retirement, take the time to define your “Repurposement” Goals so you can pursue what excites you, align actions with your values, and contribute to the greater good. In this episode, we discuss: The mentality behind a “midlife crisis” 3 questions to ask yourself in midlife How to give your goals meaning with the peace index How to look at your life through a “Purpose” lens Today's article comes from our very own blog 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 financial situation. Our Market Outlook Webinar is live! Visit to register. Show Notes: Rate & Review the Podcast: 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: 📅 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: 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: /episode/index/show/retirewithpurposepodcast/id/31887332

Retire With Purpose - The Retirement Podcast

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