Retire With Purpose - The Retirement Podcast

This week's retirement reading is from Forbes, titled You Need A Little W.H.A.A.M. In Your Retirement 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/208.  Show Notes: Howardbailey.com/208 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 Joanne Waldman. At New Perspective Coaching, Joanne provides career, retirement, and life coaching for successful professionals, entrepreneurs, executives, and coaches who want to do and be more. She is the author of Out of The Box Retirement: Creative Ideas, Role Models, and New Possibilities, and for over 20 years, she’s been helping her clients clarify their values, discover their passions, find their life’s purpose, and get clear about their goals.  At Retirement Options, she also trains non-financial retirement coaches to help their clients figure out what they want to do and if they want to retire. Using two powerful assessments, she helps advisors lay the foundation to help people determine exactly what they need to do if and when they’re ready to have a successful retirement. In today’s conversation, Joanne explains to me how she’s been operating a virtual business since 1989, exactly what she does to help make her clients’ dreams come true, the differences between counseling and coaching, and her mission to make sure that people get everything they want out of life. GET A FREE COPY OF JOANNE’S BOOK, OUT OF THE BOX RETIREMENT: CREATIVE IDEAS, ROLE MODELS, AND NEW POSSIBILITIES 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! Joanne has also offered a 20% discount on both of her assessments - the Retirement Success and Life Options profiles. Again, leave an honest review of the podcast on iTunes and shoot us an email at info@howardbailey.com with your iTunes username and a copy of your review, and we’ll make sure you receive the discount along with access to the assessments. Show Notes: Howardbailey.com/207 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings. 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/206.  Show Notes: Howardbailey.com/206 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 Morningstar, titled How Much Should You Worry About Inflation in Retirement?. 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/205.  Show Notes: Howardbailey.com/205 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

Elle Martinez is the creator and host of the award-winning site Couple Money, where she is focused on helping spouses come together with their finances. Each week she interviews financial experts and real-life couples who've achieved impressive financial goals like becoming debt free, starting a business, and retiring early. She’s also contributed to a number of major media platforms, including Business Insider, TurboTax, Entrepreneur, and Lending Tree.  She expands upon this work in her book, Jumpstart Your Marriage & Your Money: A 4-Week Guide to Building Wealth Together. In it, she shares her plan to help couples stop worrying about money and start building wealth in a warm, humorous, and easy-to-understand voice.  Today, Elle joins the podcast to talk about the challenges couples face when it comes to money, and especially when they’re transitioning into retirement. We talk about how couples can have more effective conversations about their finances, how to deal with financial infidelity and sabotage, and how to work with a financial advisor to build a budget that both spouses will love. GET A FREE COPY OF ELLE’S BOOK, JUMPSTART YOUR MARRIAGE & YOUR MONEY: A 4-WEEK GUIDE TO BUILDING WEALTH TOGETHER! 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/204 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from The Street, titled 5 Easy Ways to Protect Your Retirement Savings From Taxes. 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/203.  Show Notes: Howardbailey.com/203 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 Client Opportunities for Health Insurance Coverage Under the American Rescue Plan. 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/202.  Show Notes: Howardbailey.com/202 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

Anna Rappaport has been researching, writing about, and responding to the changing demographics of our society for over 30 years. With a unique focus on the future of benefits and the implications of an aging workforce. She is widely recognized as an expert in the business, policy and retirement communities and is an award-winning actuary, futurist, executive and trailblazer. For over 30 years, Anna Rappaport has been researching, writing about and shaping responses to the changing demographics of our society. Focusing on the future of benefits and implications of an aging workforce, she is widely recognized in the business, policy and retirement communities. Anna’s article Reboot, Retire, or Rewire caught my eye recently when it was featured by Michael Kitces. In it, she explores what the future of phased retirement looks like and the many different directions that people are moving in, and reminds us that having a balanced “life portfolio” is worthwhile and important.  Today, Anna joins the podcast to talk about why retirement can’t be a permanent vacation, what the future of “traditional” retirement might look like, and what the last 16 years have been like for Anna, who has enjoyed a deeply satisfying phased retirement when she retired in 2004. Show Notes: Howardbailey.com/201 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Seeking Alpha, titled Retirement: How Much Cash Should You Hold?. 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/200.   Show Notes: Howardbailey.com/200 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 MarketWatch, titled How Much Income Will Your 401(k) Provide?. 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/199    Show Notes: Howardbailey.com/199 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