Retire With Purpose - The Retirement Podcast

This week's retirement reading is from Dan Egan, titled Sacrifice Throws. 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/178    Show Notes: Howardbailey.com/178 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 weekend reading episode, Casey and Marshall discuss The D. O. S. Conversation - a methodology by Dan Sullivan of Strategic Coach. Listen in as they share how they use it to bring more value to their clients lives! Today's episode can also be accessed by visiting Howardbailey.com/177    Show Notes: Howardbailey.com/177 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

Joe Saul-Sehy is the creator and co-host of The Stacking Benjamins Podcast and the Money With Friends podcast, a CNBC contributor, a speaker, and a coach. He’s been a financial advisor, a brand ambassador, and a media spokesperson. Joe struggled with credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS - and worked through all of it, carving out a new career for himself along the way. Today, Joe joins the podcast to talk about how his experience as a financial advisor informs his work as a coach and podcaster, what an effective planning framework looks like, and the big mistakes that people make when they consume financial advice and put it into practice. Show Notes: Howardbailey.com/176 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kitces, titled Year-End Tax Planning Under The Forthcoming Biden Presidency. 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/175    Show Notes: Howardbailey.com/175 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 USNews, titled What a Cash Out Refinance Means for Retirees. 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/174    Show Notes: Howardbailey.com/174 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

Danielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare for the costs of healthcare in retirement. In her bestselling book, 10 Costly Medicare Mistakes You Can't Afford to Make, she helps new retirees know the Medicare pitfalls and how to avoid them, how to make major Medicare decisions, and the costly penalties that can happen as a result of poor planning. As we get inundated with Medicare questions during open enrollment, Danielle joins the podcast to talk about why Medicare is so complex, the major mistakes that people make when choosing and using Medicare coverage, and how to get the guidance you need to ensure that you’ll be able to access vital health services in retirement. Show Notes: Howardbailey.com/173 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from UsNews, titled Year-End Retirement Planning Deadlines for 2020. 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/172    Show Notes: Howardbailey.com/172 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 ThinkAdvisor, titled What's Really Guaranteed With Fixed Rate Annuities? . 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/171    Show Notes: Howardbailey.com/171 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 with Phil Cubeta. Phil is the Assistant Professor of Philanthropy, CAP® Program Director, and Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services, where he directs and teaches the Chartered Advisor in Philanthropy® program. Phil’s work has appeared in The New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times. Prior to joining the American College, he served as Chief of Staff for The Nautilus Group, a subsidiary of New York Life Insurance Company that provides estate, business, and philanthropic strategies through 200 of the company’s top agents to affluent clients. Today, Phil joins the podcast to talk about what philanthropy really is, the challenges and issues retirees face as they work to create a legacy, and how to create a plan that works from abundance instead of scarcity to help you support people, organizations, and communities close to your heart. Show Notes: Howardbailey.com/170 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Bloomberg, titled What If Stocks Don't Always Go Up? Advice for Millennials . 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/169    Show Notes: Howardbailey.com/169 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