This week's retirement reading is from The Long Run blog titled, Would You Trade Places with Warren Buffett? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/351.  Show Notes: RetireWithPurpose.com/351 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Today, I’m talking to Bob Carlson–America’s #1 retirement expert. Bob is the editor of Retirement Watch, a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System.  He’s written several highly influential books, including The Essential Guide to Retiring in the 2020s, and Where’s My Money?: Secrets to Getting the Most Out Of Your Social Security.  In this conversation, Bob and I get into the risk factors that can potentially derail your retirement at the last minute, the obstacles making retiring in the 2020s more challenging than they were in the early 2000s, and what you can do to minimize money stress and have a successful retirement.  We then set aside quite a bit of time to answer your burning questions about Social Security, including how to maximize your lifetime benefits, manage longevity risks, and how to plan for a future in which Social Security itself is set to run out of money in 2033.  GET A FREE COPY OF BOB’S BOOK, THE ESSENTIAL GUIDE TO RETIRING IN THE 2020s or WHERE’S MY MONEY?: SECRETS TO GETTING THE MOST OUT OF YOUR SOCIAL SECURITY. 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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: How to find good financial advice–and sniff out writers who don’t have real expertise. What makes the 5 years before you retire so critical. Why retirement planning is getting more and more complicated every decade. How to avoid having to choose between spending less early into retirement or risking running out of money later on. Resources and tools you can use to get a better sense of your unique financial situation. Show Notes: RetireWithPurpose.com/350 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Humble Dollar titled, Helpful in Theory. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/349.  Show Notes: RetireWithPurpose.com/349 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes titled, Is Financial Planning As Good As Couples Therapy? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/348.  Show Notes: RetireWithPurpose.com/348 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Today, I’m thrilled to welcome Robert Laura back to the podcast. Back in 2020, we had a great conversation about the ways COVID was impacting retirement. Now, we’re shifting gears from a “No-Regrets Retirement Plan” mindset to redefining retirement and improving our retirement intelligence. Robert is the founder of RetirementProject.org and Naked Retirement. As the Retirement Activist, Robert is committed to changing the way people think about and prepare for every aspect of retirement. In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. His tremendous work also frequently appears in the Wall Street Journal, CNBC, Investor’s Business Daily, The Street, and many other publications. In this episode, we dig into Robert’s Retirement Quotient (RQ) test and what he’s learned throughout his career, studying why some people succeed and some fail in retirement from an individual–not a financial–perspective.  You’ll also learn why so many people underestimate just how intense retirement can be, why retirement is all about envisioning the life you want, and removing the negative stigma that the idea of retirement means happiness is over or that you’re put out to pasture. GET A FREE ACCESS TO ROBERT’S RQ TEST AND JOIN A GREAT DISCUSSION. Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email with your username to info@howardbailey.com, and we’ll provide that to you free of charge! In this podcast interview, you’ll learn: How to use the RQ test to assess your retirement readiness. Why so many retirees suffer in silence despite being financially stable. Why the “honeymoon phase” of retirement can be such a dangerous time. How to create a retirement plan when you don’t really want to retire. How retirement reorients work, helps us find new communities, and forge new connections in the outside world.  Show Notes: RetireWithPurpose.com/347 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from the Of Dollars and Data titled, Where Do Millionaires Keep Their Money? [It’s Not Where You Think] Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/346.  Show Notes: RetireWithPurpose.com/346 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from the Humble Dollar titled, Nine Retirement Myths. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/345.  Show Notes: RetireWithPurpose.com/345 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Retirement Researcher titled, How Long is the Long Term? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/344.  Show Notes: RetireWithPurpose.com/344 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Today, I'm thrilled to be speaking with Burt Malkiel. You probably know him as the author of A Random Walk Down Wall Street, originally published 50 years ago and is now in its 13th edition. In the book, he made a compelling case to make index funds the core component of one's investment portfolio. Keep in mind that index funds weren’t publicly available at that time. Having written one of the most influential books in the history of investing is an extraordinary achievement. And Burt's accomplishments are many, including several lifetime achievement awards from professional investment organizations. Burt is the Chemical Bank Chairman's Professor of Economics at Princeton University. He has also served as a member of the Council of Economic Advisers, president of the American Finance Association, the dean of the Yale School of Management, and spent 28 years as a director at the Vanguard Group. It was such an honor to have Burt on the show, and I'm so excited to share our conversation with you. You'll hear how he got to where he is today, from his humble beginnings as a poor kid in a Boston tenement house to his published work that transformed investing forever. He'll also share his thoughts on how today's inflation compares to the 1970s, the challenges we face to get it under control, and so much more! GET A FREE COPY OF BURT’S BOOK, A RANDOM WALK DOWN WALL STREET. 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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: Why Burt believes education is so important–even though neither he nor I ever woke up excited to go to school. Why Albert Einstein called compound interest “the eighth wonder of the world.” How A Random Walk Down Wall Street slowly but surely changed investing as we know it today. What makes financial planning for growth and planning for preservation so drastically different. How to invest in individual stocks and make bets on businesses you believe in without putting your money at risk. How Burt structured his portfolio to generate safe, reliable fixed income once he needed to start taking RMDs. How high net worth individuals often get into financial trouble. How Burt thinks our current era of inflation compares to the stagflation of the 1970s–and why he’s pessimistic about our ability to get inflation under control. Show Notes: RetireWithPurpose.com/343 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from The Collaborative Fund Blog titled, The Art and Science of Spending Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/342.  Show Notes: RetireWithPurpose.com/342 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading