Retire With Purpose - The Retirement Podcast

Garrett Gunderson is the founder and Chief Wealth Architect of Wealth Factory, as well as the New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and 5 Day Weekend: Freedom to Make Your Life and Work Rich with Purpose. Garrett is extraordinary in how he lives his life, fulfills his purpose, and especially how he helps others. He has set out to help over 1 million people achieve real financial independence over the course of his lifetime. He knows that it's not just a question of hard work that separates rich from poor - it's a matter of methodology and philosophy - as well as the fact that affluent people often get much better financial advice than everyone else. Today, Garrett joins the podcast to share his story, talk about what retirement really is (including why it can be so wonderful for some and miserable for others), and how to stop doing the things you hate. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/20 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 today by visiting RetireWithPurpose.com/weekend-reading Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an article from Financial Planning magazine, titled "The No. 1 IRA Mistake." Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/19 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 Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an article from Financial Planning, titled "Kitces: Are Retiree Health Care Costs Overblown?" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/18 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 Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

David Bach's goal in life is to inspire a million women to be smarter with money. He's the co-founder of AE Wealth Management, which oversees over $4 billion in assets, as well as the author of Smart Women Finish Rich, a word of mouth phenomenon that has sold over 1 million copies and is now entering its 63rd printing. Unlike many financial books, it's a nice, neat package that's easy to understand - and one that I keep around for women and couples who are looking to learn how to create a secure retirement. It's also a vital resource, as $39.6 trillion of the world's wealth is now controlled by women, and that number is estimated to rise to $72 trillion as soon as 2020. David is a very special guest and a great friend. I'm excited to have him on the podcast to talk about the recently updated edition of his book, the life lessons he learned from his self-made millionaire grandmother, and the unique challenges facing women in retirement. For both women facing retirement and the financial planners who might want to work with them, it's a must listen. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/17 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 today by visiting RetireWithPurpose.com/weekend-reading Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an important concept. It's all about How to Prepare for the Next Financial Storm that's Coming! Listen in as Casey breaks down this idea and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/16 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 Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an article from FinancialPlanning, titled "5 quirky IRA Rules You Never Heard Of". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/15 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 Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Todd Tresidder effectively retired at the age of 35 to find a new purpose and to enjoy life day in and day out. He exited the hedge fund management industry to focus on giving impartial advice - unswayed by bias or products to sell - at FinancialMentor.com. There, he has been providing financial education resources, including a number of powerful retirement calculators, since 1998 - well before anyone else was truly in the online financial education space. Todd has had a long, tough journey to get where he is today. He is rethinking the nature of what retirement truly means and the models we use to determine how much money retirees will need to live comfortably after they quit working their primary jobs. He's also digging deep into why so many retirees become listless and unhappy when they stop working - and exploring the reasons so few people are thinking seriously about living fulfilled lives. Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/14 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 today by visiting RetireWithPurpose.com/weekend-reading Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses an article from Fox Business titled "Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP". Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/13 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 Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

This week, Casey Weade discusses 2 different articles. The first is from Motley Fool, titled "Social Security: 3 Things Democrats and Republicans Actually Agree On" and the second is from CNBC, titled "Why Retirees' Tax Rates May Be Higher Than They Expect." Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/12 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 Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement research to find practical applications and strategies to help retirees and financial planners alike. He's the Professor of Retirement Income at The American College and the Director of Retirement Research for McLean Asset Management and inStream Solutions. In addition to the Retirement Researcher blog and publishing in many academic and practitioner journals, he is also a monthly columnist for Advisor Perspectives, a RetireMentor for Market Watch, a Wall Street Journal Expert Panelist, and a contributor to Forbes. He is also the author of Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement?: A Guide to Investment-Based Retirement Income Strategies. Though Dr. Pfau is an academic, his books aren't unapproachable: they're easy to read, engaging, and full of useful advice. Today, Dr. Pfau joins the podcast to talk about the research that led to Reverse Mortgages, the key differences between investing before and after retirement, and how to build a more holistic portfolio designed to sustain your lifestyle, even in the face of a market downturn. Get Access to Today's Show Notes To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/11 Disclosure: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.