Retire With Purpose - The Retirement Podcast

Today, I'm talking to Ashton Applewhite. Ashton is an author, journalist, speaker, and activist who is on a mission to raise awareness and push back against ageism. She is the author of This Chair Rocks: A Manifesto Against Ageism and Cutting Loose: Why Women Who End Their Marriages Do So Well. Her work was inspired by a project in which she interviewed older people in the workforce, learning about longevity and happiness–and discovered that most of her ideas about late life were either off base or completely wrong. She became fascinated by why ageism is so prominent, who benefits from it, and what she could do to change people's perceptions and ideas around it. Before becoming an advocate against ageism, Ashton wrote the best-selling, mass-market book of 1983, Truly Tasteless Jokes, and was the first-ever author to have four books on the New York Times bestseller list at the same time. She's been recognized as an expert on aging by the New York Times, NPR, The New Yorker, and the American Society on Aging, and she's contributed to Harper's, the Guardian and many more. In today's conversation, Ashton joins the podcast to talk about why we're so unnecessarily afraid of getting older, what drives those fears, and how to make aging a lot less fearsome (and a whole lot more interesting)–and the fascinating things she's learned on her remarkable journey. GET A FREE COPY OF ASHTON'S BOOK, THIS CHAIR ROCKS: A MANIFESTO AGAINST AGEISM 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! Show Notes: Howardbailey.com/279 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes titled, Why Most Financial Advisors Do Not Provide Valuable Tax Planning. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/278. Show Notes: Howardbailey.com/278 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 Of Advisor Perspectives titled, Why Critics of Bucketing Strategies are Wrong. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/277. Show Notes: Howardbailey.com/277 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 Don Ezra. Don's illustrious career in the insurance and finance industries began in the 70's and his achievements are numerous. His 26-year career at Russell Investments culminated when he became its Co-Chair of Global Consulting. In 2010, Don "graduated" to a part-time schedule that gave him more freedom to pursue a wide variety of other interests. Since then, Don has also served on the Joint Investment Committee of Margaret A Cargill Philanthropies. He's been on the advisory board of the World Pension Summit and on the Scientific Advisory Board of Manifold Partners, LLC. He's also become an occasional contributor to the Financial Times, where he's the author of a column called The Art of Investing. Don's passion is to teach others about personal financial planning, investing, and the economic and subjective aspects of happiness, especially as it pertains to life after full-time work–what some of us still call "retirement." In his newest book, Life Two, he helps readers conquer their irrational fears, put themselves in the driver's seat, get an understanding of their financial situation, and take control of this extraordinary period of life. In our conversation, Don and I talk about why your identity is not defined by what you get paid to do, the irrational fears so many people face as they transition into retirement, and how to find real, lasting happiness at every stage of life. GET A FREE COPY OF DON'S BOOK, LIFE TWO: HOW TO GET TO AND ENJOY WHAT USED TO BE CALLED RETIREMENT 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 to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/276 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Of Dollars and Data, titled, Will the Optimists Triumph Yet Again? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/275. Show Notes: Howardbailey.com/275 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

In this week's retirement reading, as a follow-up to last week's episode, we'll be discussing another hot topic. Does active investing outperform passive investing? Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/274. Show Notes: Howardbailey.com/274 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 Linda Fodrini-Johnson. Linda has been a Geriatric Care Manager and Aging Life Care Expert for nearly 40 years. As a licensed marriage and family therapist and certified care manager, Linda works to help families avoid potholes and misinformation and find peace in the course of family caregiving. In her book, The Empowered Caregiver, she provides adult children of aging parents with ideas, lists, scripts for touchy conversations, critical questions for doctors and lawyers, and other resources collected over the course of her career. In our conversation, Linda and I discuss how her own struggles with aging parents and caregiving transformed her life and career, how to destress your life as your parents get older, and her valuable insights on how to deal with a parent that is suffering from Alzheimer's or dementia. GET A FREE COPY OF LINDA'S BOOK, THE EMPOWERED CAREGIVER: PRACTICAL ADVICE AND EMOTIONAL SUPPORT FOR ADULT CHILDREN OF AGING PARENTS 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 to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/273 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

In this week's retirement reading, we discuss a hot topic that came to us from our first ever 1 star review on iTunes about whether or not life insurance is a good investment. Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/272. Show Notes: Howardbailey.com/272 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

In this week's retirement reading, we will discuss what comprehensive financial planning really is to help you answer the following question: Are you getting the value that you should be receiving? Listen in as Casey Weade defines what comprehensive financial planning means to him and shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/271. Show Notes: Howardbailey.com/271 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 Dr. Jim Dahle. Jim is a practicing board-certified physician and the founder of The White Coat Investor, where he writes about finance and investing specifically for physicians and high-income earners. After learning that he couldn't trust the financial professionals in his life, Jim taught himself personal finance and investing, specifically with physicians and other high net worth individuals. He realized that no one was teaching doctors how to handle their money, and now he's sharing the knowledge and resources he wished existed when he was starting out. As Jim sees it, high incomes and wealth are not the same things, and the numbers agree with him. According to a survey conducted in 2016, 1 out of every 9 physicians in their 60s has a net worth of under $500,000. And one in four under $1 million–despite having collected substantial paychecks for 30 years. In this conversation, Jim and I discuss why his specific knowledge is in such high demand right now, the financial challenges that are unique to physicians, and how medical practitioners can either learn to manage their own finances or find a financial advisor to help them build wealth and fund a successful retirement. GET A FREE COPY OF JIM'S BOOK, THE WHITE COAT INVESTOR: A DOCTOR'S GUIDE TO PERSONAL FINANCE AND INVESTING 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 to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple! Show Notes: Howardbailey.com/270 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading