Retire With Purpose - The Retirement Podcast

Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns. Today's article comes from FA-mag.com titled, The Connection Between Index Investing And Direct Indexing. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/433 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?   In this episode, we discuss:  Why buffer ETFs have become so popular How they compare to annuities The benefit of professional management Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/432 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

Explore the timeless wisdom of Stoic philosophy applied to financial success in this podcast. Discover insights on inner peace, resilience, and focusing on what you can control. Learn about discipline, adaptability, and embracing volatility for financial security. Gain valuable tips on building a meaningful legacy and achieving true wealth through Stoic principles.

Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS. In our conversation, we discuss his new book Name, Place, Animal, Thing: An Inspiring Fable For Grownups About Hope, Positivity, and Living Your Best Life, in which he weaves a fable for adults about life transitions full of wisdom–especially as it relates to retirement.  You’ll learn why Lux believes in the beauty of being a generalist, what inspired him to write this book, and how it changed his life during a time of great personal and professional uncertainty. You’ll also discover a few things we can do at every stage of life to live a kinder, grounded, and deeper existence. GET A FREE ACCESS TO LUX’S BOOK TITLED “NAME, PLACE, ANIMAL, THING: AN INSPIRING FABLE FOR GROWNUPS ABOUT HOPE, POSITIVITY, AND LIVING YOUR BEST LIFE” Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: Why people who have been laser-focused on one thing for 30, 40, or 50 years have such a hard time in retirement.  How Lux’s pursuit of so many different skills has proven valuable and interconnected over the course of his career.  New ways to answer the question: “So, what do you do?”  Why so many retirees think they’re going to travel far more than they actually do–and the beauty of going near and narrow, rather than far out into the world.  The beauty of living a life of curiosity, humility, and empathy.  Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/430 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts. In this episode, we discuss: Four options for your old 401(k) accounts  Proper ways to rollover your old 401(k)s  The impact of Secure Act 2.0 on orphan 401(k)s  Today's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/429 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

Casey Weade discusses navigating the transition into the second half of life, focusing on ego's role, finding meaning, mental health, and longevity. He breaks down Carl Jung's article, emphasizes deep relationships, mental well-being, embracing change, and childlike curiosity for a fulfilling life.

Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way.  Join us as we discuss:  How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitions Today's article comes from iflow Psychology titled, Navigating Life Transitions: Expert Tips for Optimising Your Journey and Boosting Personal Growth. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/427 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

In this podcast, they discuss the Harvard Study of Adult Development and how the meaning of happiness has changed over the last 85 years. They dive into what it truly means to be happy, the importance of relationships for thriving, and offer a free book on finding purpose and happiness.

Retirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study.  Join us as we discuss:  Positive surprises that might provide relief if you’re anxious about retirement  Potentially negative surprises that you can get ahead of (or manage your expectations for) now Today's article comes from The Retirement Manifesto titled, 9 Retirement Surprises. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/425 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

Exploring the debate between stocks and bonds, the podcast delves into the idea of 100% equities as a superior investment strategy. They discuss aligning risk and return, utilizing modern tools beyond traditional investments, and debunking misconceptions around all-equity strategies for retirement savings.