Retire With Purpose - The Retirement Podcast

This week's retirement reading is from FA Mag titled, For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say . 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/245.  Show Notes: RetireWithPurpose.com/245 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, What You Need To Know About The Confusing Roth IRA Five-Year Rule . 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/244.  Show Notes: RetireWithPurpose.com/244 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

Dr. Gillian Leithman, PhD is an adjunct professor at the John Molson School of Business, as well as a researcher and expert uniquely focused on helping employees as they transition from the working world into retirement.  She’s facilitated programs for a wide variety of businesses and organizations, including Bell Canada, TD Canada Trust, Telus, Business Development Canada, SAP, Moody’s, and the RCMP–just to name a few. And her work has been featured in Forbes, the Montreal Gazette, Reader’s Digest, the National Post and many more. She’s extensively studied how workforces age and transition into retirement, and has an incredible amount of first hand knowledge from her many interviews with pre-retirees and retirees. On top of all of this, she’s also the co-creator of the Certified Professional Retirement Coach designation, which allows students to become certified retirement coaches. In our conversation, Gillian and I talk about why she became so interested in retirement at such an early age in her own life, how our quest for work/life balance can create real problems once we retire, and the big takeaways from her workbook, Rewire to Retire: Five Crucial Questions You Must Ask Yourself Before You Retire That Have Nothing To Do With Money. 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 provide a copy for free. It’s that simple! Show Notes: RetireWithPurpose.com/243 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger titled Financial Conversation Starters for Couples. 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/242.  Show Notes: RetireWithPurpose.com/242 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 Advisor Perspectives, titled  Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies. 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/241.  Show Notes: RetireWithPurpose.com/241 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 speaking to Laurence (Larry) Kotlikoff. Larry is a professor of economics at Boston University, a New York Times best-selling author, and the president of Economic Security Planning, where he works to produce powerful personal financial planning tools.  For much of his career, including two Presidential runs in 2012 and 2016, he’s been uniquely focused on personal finance and economic reform. He believes that we have the power to improve our individual economic futures, as well as our nation and our planet’s–but that there are real challenges along the way. In today’s conversation, Larry and I dig into the major problems facing the American economy in 2021, why higher taxes are all but inevitable (and why our government fails to tax so many people correctly), and how to evaluate Social Security to make the most of your potential benefits.  One more thing before we get started. We’ve got a bunch of copies of Larry’s book,  Get What's Yours: The Secrets to Maxing Out Your Social Security, and we're going to send them out until they're all gone! 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: RetireWithPurpose.com/240 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is Kiplinger, titled 3 Ways Early Retirees Can Minimize Their Health Insurance Costs. 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/239.  Show Notes: RetireWithPurpose.com/239 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 Forbes, titled What The New Outlook For Social Security Means For You. 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/238.  Show Notes: RetireWithPurpose.com/238 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 speaking with Richard Haiduck. Richard is a real-life retiree not just living out their dream, but helping so many others elevate their experience in retirement. He’s challenged the boundaries of his own retirement, using the freedom of the blank slate to prioritize what matters most to him. In his book, Shifting Gears, he speaks to 50 Baby Boomers about their journeys into the world of retirement. If there’s one thing he’s learned, it’s that retirees have an unbelievable amount of freedom and a wide range of choices, whether that means summiting Mount Kilimanjaro at the age of 70 after two hip surgeries or simply volunteering and reading books.  In today’s conversation, Richard and I talk about the artificial boundaries of retirement, how he found the people and stories he decided to include in his book, creating amazing family businesses, and the beauty of being able to walk away from what doesn’t serve you. GET A FREE COPY OF RICHARD’S BOOK, SHIFTING GEARS. 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: RetireWithPurpose.com/237 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 My Investing Nightmare. 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/236.  Show Notes: RetireWithPurpose.com/236 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