Retire With Purpose - The Retirement Podcast

This week's retirement reading is from Forbes, titled Retirement Or A 'Third Act': What Will You Choose? 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/130 Show Notes: Howardbailey.com/130 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 Street, titled The Missing Ingredient in Most Retirement Plans. 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/129 Show Notes: Howardbailey.com/129 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's guest is Jason Hartman. Since purchasing his first rental property when he was 20 years old, Jason has been involved in thousands of transactions and owned income properties in 17 cities across 11 states. He's the creator of Jason's Complete Solution for Real Estate Investors, a comprehensive system that gives real estate investors the education, research, resources, and technology to deal with their income property needs. Jason's system has evolved over time, and it's once again changing - as much of our society is - as we face the challenges and major cultural shifts brought about by the COVID-19 novel coronavirus. He sees major changes coming in the world of real estate, and a profound need for investors at all stages of life, but especially retirees, to reposition their portfolios and their thinking. Today, Jason joins the podcast to discuss the sweeping generational change that will come as the pandemic blows over, why it's so hard to predict the future (or time the market) in the short-term, and his core strategy for successful real estate investing in good times and bad. Show Notes: Howardbailey.com/128 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger, titled Is Now A Good Time To Invest? 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/127 Show Notes: Howardbailey.com/127 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 Financial Planning, titled 10 Conversations Advisors Should be Having with Their Clients Right Now. 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/126 Show Notes: Howardbailey.com/126 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's guest is John Tamny. John is a political economist, the editor of RealClearMarkets, the Vice President of FreedomWorks, and a frequent contributor to Forbes among a number of other publications. His most recent book is The End of Work: Why Your Passion Can Become Your Job, where he explores why prosperity and innovation aren't ending American jobs, but making them better. He brings a unique perspective not just to this moment in history, but to the concepts of work and retirement - and how we can use them to make the most of our lives while making the world a better place. John joins today's podcast for a more philosophical conversation about why he's exhilarated, devastated, and saddened by this moment in history. We explore the history and nature of intervention, innovation, and entrepreneurship in America, what recessions really mean and how to think about them, and how all of this impacts not just your retirement, but the very idea of retirement altogether. In this podcast interview, you'll learn: Why John doesn't believe that government intervention is a good solution to the Coronavirus crisis. The lessons John takes from the rarely discussed major economic crash and recovery of 1920-21, why recessions should be seen as cures instead of problems, and the reasons he would have advocated against bailing out banks and auto manufacturers in 2008. The reasons the massive government debt associated with the new stimulus package isn't actually a problem - and why John would always prefer deficit spending over a balanced budget. How LeBron James is a living reminder that retirement is becoming a dated concept. Why China innovates despite substantial government intervention. The reason John supports a return to stable money, even if it's not gold - and why he thinks this will happen. Show Notes: Howardbailey.com/125 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled What You Need To Do If You Lose Your Job? 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/124 Show Notes: Howardbailey.com/124 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's guest is David Littell. David is the Joseph E. Boettner Chair in Research at the American College of Financial Services, where he teaches and develops courses and textbooks. In fact, he's the co-creator of the Retirement Income Certified Professional (RICP) designation and coordinates its course curriculum! His work has helped countless financial advisors, including myself, better plan for retirement needs and understand how to work with older clients. However, for today's conversation, I'm catching David at a truly interesting time in his life: his own transition into retirement. He joins the podcast to talk about why he decided to do it at the age of 66, how he continues to bring value to his community as he builds a bridge to retirement, and the many decisions - financial and otherwise - that come along the way. Show Notes: Howardbailey.com/123 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from CNBC, titled Coronavirus Relief Bill Relaxes Rules on Retirement Savings. 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/122 Show Notes: Howardbailey.com/122 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's guest is Wade Pfau, the Retirement Researcher. He's the author of The Retirement Researcher's Guide Series, a collection of books in which he's explored investment-based strategies, ways to use reverse mortgages to secure your retirement, and much more. Wade has dedicated his career to helping retirees answer tough questions, understand their options, and build financial plans that will truly serve them. In his new book, Safety-First Retirement Planning, he provides highly insightful, valuable information for anyone considering making annuities a part of their retirement portfolio. Today, Wade returns to the podcast for a deep dive into this topic. You'll learn how you can utilize the many financial products available to reduce your risk, the different approaches you can take as you create your retirement plan, and the intentional strategies that will help you live the life you spent your career aspiring toward. Show Notes: Howardbailey.com/121 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading