Retire With Purpose - The Retirement Podcast

This week, Casey Weade discusses an article from Kitces.com titled "How Birth Year Shapes A Generational Experience In Stock Market Investing."Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/10 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 NerdWallet, titled "Most Americans in the Dark on Key Deductions & Rules" and the second is from Student Loan Hero, titled "6 Facts Every Parent Should Know About 529 Tax Deductions" Listen in as Casey breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/09 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.

Author and educator Emily Guy Birken is on a mission to help people end financial stress. Using her gift for making typically complex financial topics relatable and easy to understand, she's written about parenting and money for Kiplinger's and the New York Times. She's also the author of four books, including The Five Years Before You Retire: Retirement Planning When You Need It the Most - which is also what we focus on at Howard Bailey Financial. Emily brings something of an outsider's perspective to financial planning, but has the experience, knowledge, and research to help people transition from pre-retirement to retirement, finding purpose, and aligning their assets to defending that purpose at all costs. Today, she joins the podcast to talk about the challenges of preparing for retirement - and how to make them much easier to navigate, no matter who you are or what your situation is. 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/08 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 Bloomberg titled "What Helps or Hurts Investment Returns? Here's a Ranking." Listen in as he breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/07 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.

Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in retirement! To listen to more, visit Howardbailey.com/06 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.

John Lanza and his wife asked a simple question when their first child was six months old: "How can we raise our kids to be money smart?" Trying to answer it made them realize that there were far more families trying to answer this question than just his. This led him to create The Money Mammals - financial education for children through books, apps, games, videos, and more. His new book is The Art of Allowance - a short, practical guide for parents to raise money-empowered kids who know how to save, achieve goals, make smart choices, and distinguish between needs and wants. He's been featured in The New York Times, The Wall Street Journal, and The Los Angeles Times. Today, he appears on Retire With Purpose to share stories from his own family and the power of teaching financial philosophy to children - and what he's learned in the process. 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/05 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.

Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in retirement! To listen to more, visit Howardbailey.com/04 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.

For almost 20 years, three-time author John Leland has been writing about the many different sides of retirement for The New York Times. Right now, more people are living past the age of 85 than any other time in history - and John set out to write a year-long series about them. He wanted to tell stories of people who fell in love in nursing homes, those who never remarried after losing their spouse or partner, people who were still together in old age, living with disabilities, facing illness, and more. John expected this to be a series about loss. What ultimately came out of this series, however, is a book entitled Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old. Today, he joins the podcast from the heart of the Times newsroom to share takeaways, stories, and lessons that I found invaluable as a husband, a financial advisor, and a human being. 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/03 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.

Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in retirement! To listen to more, visit Howardbailey.com/02 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.

At the age of 35, Dr. Kary Oberbrunner left his day job at a nonprofit to pursue his dream job: igniting souls. Through writing, speaking, coaching, he helps individuals and organizations clarify who they are, why they are here, and how they should invest their time and energy. Before this, Kary struggled with stuttering, depression, and had a history of self-injury. Today, as the founder of Redeem the Day and Igniting Souls, and the author of several books, including the new edition of Day Job to Dream Job, he helps individuals in both the business and the nonprofit worlds transition into lives that offer them the 3 Fs - Freedom, Finances, and Fulfillment - while addressing their major fears. Today, Kary joins the podcast to talk about his own journey of self-recovery, how he helps people who say "I hate my job and I don't know what to do" find purpose, and what he's doing to make a difference. In a world where so many people who supposedly "have it all" are so unhappy, it's a must-listen - and could very well help you change your life for the 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/01 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.