If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inheritance. 

In this episode, we discuss: 

• The impact of a living inheritance
• Why you need to have open dialogue about your estate plan with children
• How to strike a balance between transferring wealth today and in the future
• Gifting tax considerations

Today's article is from WealthManagement.com titled, Pros and Cons of a Living Inheritance. 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/459

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

The happiness you experience is built through mindful, compassionate actions. However, in the second half of life, the quest isn’t for fleeting happiness anymore; it’s for something deeper: Joy. 

In this episode, we discuss: 

• Happiness vs. joy
• 5 barriers to joy
• 5 practices to cultivate joy
• The power of relationships

Today's article comes from our very own blog titled, Five Practices to Cultivate JoyListen 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/458

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

Today, I’m speaking with Darius Foroux. Darius’s work has been featured in Time, NBC, the Observer, and the Economist. He’s also the host of The Darius Foroux Show: Mindset, Business, Money, which is available on all podcast platforms. Darius teaches online classes on wealth building and has written eight books, including his newest work, The Stoic Path to Wealth: Ancient Wisdom for Enduring Prosperity.

In his new book, Darius applies ancient wisdom to the chaos of the modern-day market. He investigates how discipline, emotional distance, and self-mastery–techniques passed down over thousands of years–give us the tools to live better financial lives and weather economic storms today. 

In this conversation, we explore how his experience as an immigrant helped shape his financial philosophy, why Stoicism is so uniquely suited to making sense of modern-day problems, and the beauty of staying on this path to build a purposeful life and legacy.

GET A FREE ACCESS TO DARIUS’S BOOK: THE STOIC PATH TO WEALTH: ANCIENT WISDOM FOR ENDURING PROSPERITY

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:

• How moving from Iran to the Netherlands as a young child with almost no possessions helped him to achieve financial success on his own terms. 
• Why Stoicism gives people a clear vision for building long-term wealth. 
• What happened when Darius made the decision to become a writer–and how this high-risk bet ended up paying off. 
• The four pillars of Seneca’s life that you can use to shape a beautiful retirement and legacy.
• Why it’s so hard to define what “enough” is, to find contentment, and avoid shiny object syndrome.
• The power of creating a “non-attachment” to your money as part of a winning investing strategy.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/449

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

This week's retirement reading is from A Wealth Of Common Sense titled, Would You Rather Outperform During Bull Markets or Bear Markets?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/359. 

Show Notes: RetireWithPurpose.com/359

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 Morningstar titled, Real Luxury Goods Don’t Have Brand Names. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/358. 

Show Notes: RetireWithPurpose.com/358

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 to Dr. Sarah Fallaw. Sarah is the founder and president of DataPoints, where she provides her clients with technologically enabled financial psychology tools to enhance wealth building.

If you’ve been following the podcast, you’ve likely seen Sarah’s writing and research in our Weekend Reading for Retirees series. Her work has been featured in the Journal of Financial Planning, Financial Planning Review, and Industrial and Organizational Psychology. 

In her book, The Next Millionaire Next Door, she updates her father’s classic text (and one of my dad’s favorite books) to answer the question: what does it take to be the Millionaire Next Door today? 

In our conversation, Sarah shares the biggest lessons she took away from her father, Dr. Thomas J. Stanley. We explore the traits that set people up to succeed in life and business, what it means to be wealthy in this modern era, and the common behaviors we see in clients of all ages when making effective financial decisions.

GET A FREE COPY OF SARAH’S BOOK, THE NEXT MILLIONAIRE NEXT DOOR

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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• Why there’s a difference between being rich and well-off.
• How social media–and watching people drive, buy, and wear things–may have a huge impact on the next generation of savers.
• Why successful investing behaviors can be learned and improved–and how to do it.
• The difference between behavioral finance and financial psychology.
• Sarah’s advice for the millionaire next door who has more than they need, but struggles to enjoy what they’ve worked so hard for in retirement.

Show Notes: RetireWithPurpose.com/357

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 Of Dollars and Data titled, The 7 Streams of Income to Get Rich. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/356. 

Show Notes: RetireWithPurpose.com/356

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 Advisor Perspectives titled, How to Get Clients to Spend More Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/355. 

Show Notes: RetireWithPurpose.com/355

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 episode is all about bank failures with what has happened in Silicon Valley and how those failures can impact your investments. Listen in as Casey Weade shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/354. 

Show Notes: RetireWithPurpose.com/354

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 to Steve Lopez. Steve has been a writer for the Los Angeles Times since 2001 and a four-time Pulitzer Prize finalist. He’s won over a dozen national journalism awards and three local news Emmys, and he’s written three novels, including The Soloist, which was adapted into one of my favorite movies. 

In Steve’s new book, Independence Day: What I Learned About Retirement from Some Who’ve Done It and Some Who Never Will, he explores the meaning of work and how it defines us in a combination of memoirs, interviews, and guidance. 

The book features conversations with a wide variety of people, including some who chose not to retire (like director Mel Brooks) and those who simply can’t retire, as well as aging scientists, geriatric specialists, and psychiatrists. 

In today’s conversation, Steve and I talk about what it means to live with purpose and passion, how to tell which of the five categories of retirees that you fall into, and the big financial trends we should all be thinking about as the world around us changes.

GET A FREE COPY OF STEVE’S BOOK, INDEPENDENCE DAY: WHAT I LEARNED ABOUT RETIREMENT FROM SOME WHO’VE DONE IT AND SOME WHO NEVER WILL

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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• Why retirement isn’t necessarily about recreating your identity, but bringing a sense of identity with you into your next act.
• What Steve learned from retirees who didn’t have enough structure when their primary careers ended–and from guys like Mel Brooks and Norman Lear, who are happily working in their 90s and 100s.
• How boomers entering retirement with medical debt, climate change, and other factors are going to impact life for all of us, regardless of age. 
• What happened when Steve told his wife that working from home during COVID was a preview of retirement–and how they resolved the conflict that came from it.
• What it truly means to go where life is and do what replenishes you.

Show Notes: RetireWithPurpose.com/353

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 FAmag.com titled, What Clients Worry About. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/352. 

Show Notes: RetireWithPurpose.com/352

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 Long Run blog titled, Would You Trade Places with Warren Buffett? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/351. 

Show Notes: RetireWithPurpose.com/351

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 to Bob Carlson–America’s #1 retirement expert. Bob is the editor of Retirement Watch, a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System. 

He’s written several highly influential books, including The Essential Guide to Retiring in the 2020s, and Where’s My Money?: Secrets to Getting the Most Out Of Your Social Security. 

In this conversation, Bob and I get into the risk factors that can potentially derail your retirement at the last minute, the obstacles making retiring in the 2020s more challenging than they were in the early 2000s, and what you can do to minimize money stress and have a successful retirement. 

We then set aside quite a bit of time to answer your burning questions about Social Security, including how to maximize your lifetime benefits, manage longevity risks, and how to plan for a future in which Social Security itself is set to run out of money in 2033. 

GET A FREE COPY OF BOB’S BOOK, THE ESSENTIAL GUIDE TO RETIRING IN THE 2020s or WHERE’S MY MONEY?: SECRETS TO GETTING THE MOST OUT OF YOUR SOCIAL SECURITY.

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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• How to find good financial advice–and sniff out writers who don’t have real expertise.
• What makes the 5 years before you retire so critical.
• Why retirement planning is getting more and more complicated every decade.
• How to avoid having to choose between spending less early into retirement or risking running out of money later on.
• Resources and tools you can use to get a better sense of your unique financial situation.

Show Notes: RetireWithPurpose.com/350

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 what ways can past market performance help you plan for a financially confident future? It involves sifting through the data and understanding when and where that information is most applicable. 

In this episode, we discuss: 

• How the stock market has evolved
• In what instances past market data is useful
• How long term vs. short term expectations differ

Today's article comes from Retirement Researcher titled, How Useful is Historical Data in Predicting Future Returns? 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/448

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

This week's retirement reading is from Humble Dollar titled, Helpful in Theory. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/349. 

Show Notes: RetireWithPurpose.com/349

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 Forbes titled, Is Financial Planning As Good As Couples Therapy? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/348. 

Show Notes: RetireWithPurpose.com/348

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 thrilled to welcome Robert Laura back to the podcast. Back in 2020, we had a great conversation about the ways COVID was impacting retirement. Now, we’re shifting gears from a “No-Regrets Retirement Plan” mindset to redefining retirement and improving our retirement intelligence.

Robert is the founder of RetirementProject.org and Naked Retirement. As the Retirement Activist, Robert is committed to changing the way people think about and prepare for every aspect of retirement. In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. His tremendous work also frequently appears in the Wall Street Journal, CNBC, Investor’s Business Daily, The Street, and many other publications.

In this episode, we dig into Robert’s Retirement Quotient (RQ) test and what he’s learned throughout his career, studying why some people succeed and some fail in retirement from an individual–not a financial–perspective. 

You’ll also learn why so many people underestimate just how intense retirement can be, why retirement is all about envisioning the life you want, and removing the negative stigma that the idea of retirement means happiness is over or that you’re put out to pasture.

GET A FREE ACCESS TO ROBERT’S RQ TEST AND JOIN A GREAT DISCUSSION.

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Send an email with your username to info@howardbailey.com, and we’ll provide that to you free of charge!

In this podcast interview, you’ll learn:

• How to use the RQ test to assess your retirement readiness.
• Why so many retirees suffer in silence despite being financially stable.
• Why the “honeymoon phase” of retirement can be such a dangerous time.
• How to create a retirement plan when you don’t really want to retire.
• How retirement reorients work, helps us find new communities, and forge new connections in the outside world. 

Show Notes: RetireWithPurpose.com/347

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 Of Dollars and Data titled, Where Do Millionaires Keep Their Money? [It’s Not Where You Think] Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/346. 

Show Notes: RetireWithPurpose.com/346

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 Humble Dollar titled, Nine Retirement Myths. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/345. 

Show Notes: RetireWithPurpose.com/345

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 Retirement Researcher titled, How Long is the Long Term? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/344. 

Show Notes: RetireWithPurpose.com/344

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 thrilled to be speaking with Burt Malkiel. You probably know him as the author of A Random Walk Down Wall Street, originally published 50 years ago and is now in its 13th edition. In the book, he made a compelling case to make index funds the core component of one's investment portfolio. Keep in mind that index funds weren’t publicly available at that time.

Having written one of the most influential books in the history of investing is an extraordinary achievement. And Burt's accomplishments are many, including several lifetime achievement awards from professional investment organizations.

Burt is the Chemical Bank Chairman's Professor of Economics at Princeton University. He has also served as a member of the Council of Economic Advisers, president of the American Finance Association, the dean of the Yale School of Management, and spent 28 years as a director at the Vanguard Group.

It was such an honor to have Burt on the show, and I'm so excited to share our conversation with you. You'll hear how he got to where he is today, from his humble beginnings as a poor kid in a Boston tenement house to his published work that transformed investing forever. He'll also share his thoughts on how today's inflation compares to the 1970s, the challenges we face to get it under control, and so much more!

GET A FREE COPY OF BURT’S BOOK, A RANDOM WALK DOWN WALL STREET.

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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• Why Burt believes education is so important–even though neither he nor I ever woke up excited to go to school.
• Why Albert Einstein called compound interest “the eighth wonder of the world.”
• How A Random Walk Down Wall Street slowly but surely changed investing as we know it today.
• What makes financial planning for growth and planning for preservation so drastically different.
• How to invest in individual stocks and make bets on businesses you believe in without putting your money at risk.
• How Burt structured his portfolio to generate safe, reliable fixed income once he needed to start taking RMDs.
• How high net worth individuals often get into financial trouble.
• How Burt thinks our current era of inflation compares to the stagflation of the 1970s–and why he’s pessimistic about our ability to get inflation under control.

Show Notes: RetireWithPurpose.com/343

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 Collaborative Fund Blog titled, The Art and Science of Spending Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/342. 

Show Notes: RetireWithPurpose.com/342

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 Eversheds Sutherland titled, SECURE 2.0 in 2023 and beyond. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/341. 

Show Notes: RetireWithPurpose.com/341

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 Fortunes and Frictions Blog titled, My 2023 Predictions. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/340. 

Show Notes: RetireWithPurpose.com/340

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

Who are you without your career? How do you find meaning outside of your professional life? These are questions you might ask yourself while stepping into retirement or in the thick of midlife, but in order to truly know yourself better, you first need to understand how to lead yourself better.  

In this episode, we discuss: 

• How your tendencies impact your actions
• What it looks like to “shape” a new tendency
• The differences between your patterns and your actions

Today's article comes from our very own blog titled, Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life. 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/447

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

Today, I'm thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement.

In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they're most likely to face in the next chapter of their lives. Tackling issues such as boredom, uncertainty, and drifting by helping them craft specific strategies to tackle these problems head-on.

In today's episode, we dig into what Joe's learned from working with people from all walks of life. We talk about the difference between left-brain financial planning and right-brain life planning and why so many advisors end up having to unwind what should have been "perfect" retirement plans.

We'll also talk about how to cast off pre-retirement mindsets that won't serve you once you've transitioned out of your primary career and much more!

GET A FREE COPY OF JOE’S BOOK, WIN THE RETIREMENT GAME: HOW TO OUTSMART THE 9 FORCES TRYING TO STEAL YOUR JOY

 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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

PS: If you’d like a free copy of Joe’s book, all you need to do is leave us an honest review over on Apple Podcasts, then send your email and your username to info@howardbailey.com, and we’ll get it out to you!

In this podcast interview, you’ll learn:

• Why Joe sees retirement as a game–and why most retirees don’t actually want to kick back, relax, and withdraw.
• Why so many people find themselves in a state of shock or identity crisis when they retire–and how “soft” conversations about retirement make this transition less uncomfortable.
• How boredom paralyzes, scares, and frustrates us as we approach retirement–and what happens when we discover newfound passions.
• What to do in the meantime as you wait for an opportunity to recharge your energy or artistic juices between career and retirement.
• How to get retirees out of the habit of consuming 40+ hours a week of television.
• Why retirement communities are rarely diverse and don’t always encourage us to be at our best.
• How to make a concrete list of your killjoys and start working through them.

Show Notes: RetireWithPurpose.com/339

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 Think Advisor Blog titled, Why Advisors Should Rethink the ‘M’ in RMD. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/338. 

Show Notes: RetireWithPurpose.com/338

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 Best Interest Blog titled, How Do Taxes Affect Stock Returns? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/337. 

Show Notes: RetireWithPurpose.com/337

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 Kiplinger post titled, What’s the Difference Between Average and Actual Rate of Return? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/336. 

Show Notes: RetireWithPurpose.com/336

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 to Bob French–one of the leading lights in the world of retirement research. Bob is the Director of Investment Analysis at McLean Asset Management, where he works directly with clients to help them understand how their investments fit in a broader picture.

Bob joined the team at Retirement Researcher, where he works with a couple of our favorite podcast guests, Wade Pfau and Alex Murguia. This 3-man team collaborates to deliver some of the best, unbiased insights and knowledge available today. His work in the field of retirement truly serves his readers and takes a genuinely academic approach that helps investors to reach their retirement goals.

In my conversation with Bob, we get into what a true retirement plan really looks like and why the types of investments matter a lot less than we think they do. We'll also discuss how you can cut through the noise from financial media outlets so you can build a retirement income plan with confidence and peace of mind, even in today's investing environment and much more!

In this podcast interview, you’ll learn:

• Why retirement planning and investment planning are not the same thing.
• How Bob answers client questions about portfolio performance.
• Why the woeful state of financial media is Bob’s biggest frustration with the industry.
• When to use buffer assets, reserve strategies, working capital strategies, and other financial tools as part of your retirement planning.
• How Bob and his family manage their finances and stay on the same page despite having opposite philosophies about money.

Show Notes: RetireWithPurpose.com/335

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 Ness Labs titled, The default effect: why we renounce our ability to choose. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/334. 

Show Notes: RetireWithPurpose.com/334

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 Fortunes & Frictions post titled, Yield is for Farmers. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/333. 

Show Notes: RetireWithPurpose.com/333

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 A Wealth of Common Sense titled, Owning Individual Bonds vs. Owning a Bond Fund. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/332. 

Show Notes: RetireWithPurpose.com/332

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 to Bradley Schurman. Bradley is the founder and CEO of The Super Age, a global strategic advisory firm that helps people tap into the economic power of “super-agers”–the older populations that will soon outnumber younger people in economies worldwide.

In his book The Super Age: Decoding Our Demographic Destiny, he explores how these changing demographics will affect government and business, touching all of our lives. He warns us that our failure to prepare for an aging world could lead to economic stagnation, more isolated populations, and accelerated decline. He also outlines how we can harness this generation’s skills and talents to enrich everyone’s lives for years to come.

In our conversation, we discuss why he believes the Super Age presents an extraordinary challenge and opportunity for our world–and how this impacts our notion of “retirement.”

We discuss how the Super Age will change our world for at least the next 25 years, the links between aging and inflation, and the private-sector innovation and public-sector adjustments that will define this transition for so many of us in the years to come.

In this podcast interview, you’ll learn:

• How Super Age nations are guaranteed to create massive socioeconomic change all over the world.
• Why our definition of retirement is currently changing in real-time.
• What makes someone a Super Ager–and how these traits keep older people healthier, more active, and better-connected.
• How changes to our economy are creating communities that look more like the families of the early 20th century.
• What Bradley expects to see happen to Medicare and Social Security to address these demographic changes.
• The factors that define our longevity–and what people are looking for as they seek out stability in this highly disruptive period.

Show Notes: RetireWithPurpose.com/331

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 Kiplinger titled, 4 Barriers to Break Down for a Successful Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/330. 

Show Notes: RetireWithPurpose.com/330

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

The most powerful financial skill is having the ability to stay focused on your retirement strategy despite what’s happening around you. It means taking away the yard stick and avoiding comparison to remain healthy, happy, and fulfilled.  

In this episode, we discuss: 

• Why quiet compounding can feel slow
• The four factors that make up quiet compounding
• How to become selfish in the best way

Today's article comes from Collab Fund blog titled, Quiet Compounding. 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/446

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

This week's retirement reading is from Darius Foroux titled, You Have “Enough” Money When You Can Afford 2 Needs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/329. 

Show Notes: RetireWithPurpose.com/329

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 Think Advisor blog titled, Why Fixed Indexed Annuities Are Back. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/328. 

Show Notes: RetireWithPurpose.com/328

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

My guest today is Steve Foerster. Steve is a Professor of Finance at Ivey Business School and holds a Ph.D. from the Wharton School and a CFA designation. He’s won numerous teaching and research awards, including the William F. Sharpe Award, written textbooks, and is a former director and chair of the investment committee of Western’s alumni endowment fund.

On top of all of that, he’s published over 50 articles in journals such as the Journal of Financial Economics, the Journal of Finance, and the Financial Analysts Journal. His list of accomplishments are incredible, and I’m thrilled to have him on the show today to dig into his wisdom.

In his latest book, In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest, Steve and coauthor Andrew Lo tell the story of modern investing by profiling and interviewing some of the most prominent figures in the world of finance, including six Nobel Laureates and an innovator in the world of mutual funds. Through this work, he allows us to explore what the perfect portfolio might be–and shares fascinating information about how we invest today.

In our conversation, Steve and I discussed how he chose the 10 innovative investors who became the focus of his new book, how to take distinct investing approaches, and create a “super portfolio.” We’ll also dig into what goes wrong in so many conversations between investors of all ages and their financial advisors and much more.

GET A FREE COPY OF STEVE’S BOOK, IN PURSUIT OF THE PERFECT PORTFOLIO: THE STORIES, VOICES, AND KEY INSIGHTS OF THE PIONEERS WHO SHAPED THE WAY WE INVEST.

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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

Show Notes: RetireWithPurpose.com/327

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 Permanent Equity writings titled, THERE IS NO MEDIUM RISK. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/326. 

Show Notes: RetireWithPurpose.com/326

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 Compound Advisors blog titled, How the Worst Market Timer in History Built a Fortune. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/325. 

Show Notes: RetireWithPurpose.com/325

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

My guest today is Professor William Goetzmann. He’s the Professor of Finance and Management Studies at Yale’s School of Management, the faculty director of the International Center for Finance, and the director of the SOM Executive MBA in Asset Management.

He’s also a Research Associate of the National Bureau of Economic Research and has served as the president of the Western Finance Association and the European Finance Association. He’s an expert on financial markets and securities, investment strategies, investor behavior, and financial history, and the author of several books.

In his most recent book, Money Changes Everything: How Finance Made Civilization Possible, he explores the role money has played over the course of human history–and how it will shape the future.

In our conversation, we’ll explore the history of finance and where we’re at today. We dig into the actual function of finance and how today’s economy compares to others from the past. You’ll also hear why Will believes Ethereum could be more than just a typical blockchain technology and so much more.

GET A FREE COPY OF WILL’S BOOK, MONEY CHANGES EVERYTHING: HOW FINANCE MADE CIVILIZATION POSSIBLE.

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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• Why Will thinks money is like a time machine.
• What so many people get wrong about the function of money or finance.
• Why people keep comparing our current economy to previous recessions and how today’s economy is different.
• Will’s advice for how to manage your emotions when reviewing your portfolio in a down economy.
• Why cryptocurrency isn’t necessarily a currency or a replacement for fiat currency per se–and why Will is excited about the potential of Ethereum in particular.

Show Notes: RetireWithPurpose.com/324

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 Big Picture blog titled, What Is In Your Control? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/323. 

Show Notes: RetireWithPurpose.com/323

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 Ramp Report titled, Some Good News. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/322. 

Show Notes: RetireWithPurpose.com/322

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 speaking with Alex Murguia. Alex has worked to turn Dr. Wade Pfau’s framework for retirement income planning into a quantifiable retirement income model, and the Retirement Income Style Awareness (RISA) Profile is the result of his hard work.

Before creating the RISA® Profile, Alex graduated from George Washington University with a doctorate in Clinical Psychology and served as a research fellow for the National Institute of Health before pursuing a formal career in finance. He joined McLean Asset Management as a scientist-practitioner and launched a financial planning software company, but soon found himself disillusioned by the lack of tools individuals could use to chart a course to a successful retirement, leading him to where he is now.

In today’s episode, you’ll find out how the RISA® Profile can help answer some of your most pressing questions when it comes to retirement, why we’re biologically incapable of making sound financial decisions without a process in place, and why financial planning and retirement planning are not one and the same.

In this podcast interview, you’ll learn:

• The common questions from many retirees that inspired Alex, Dr. Wade Pfau, and Bob French to create the RISA® Profile.
• How to confidently do your own research when it comes to investing and retirement planning.
• How strategic planning helps protect you from biased and irrational decisions.
• When (and how) to assess your financial plan and asset allocation.
• Alex’s response to one of our Weekend Reading subscribers looking for guidance as a conservative investor.

Show Notes: RetireWithPurpose.com/321

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 Behavioural Investment blog titled, Learning to Be a Good Investor is Hard. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/320. 

Show Notes: RetireWithPurpose.com/320

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

What does it look like for you to live a meaningful life with purpose? As you navigate the transition from midlife to retirement, take the time to define your “Repurposement” Goals so you can pursue what excites you, align actions with your values, and contribute to the greater good.  

In this episode, we discuss: 

• The mentality behind a “midlife crisis”
• 3 questions to ask yourself in midlife
• How to give your goals meaning with the peace index
• How to look at your life through a “Purpose” lens

Today's article comes from our very own blog titled, Thriving in Midlife: Part 3: Defining Your "Repurposement" Goals. 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/445

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

This week's retirement reading is from the Humble Dollar blog titled, Ten Reasons to Claim. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/319. 

Show Notes: RetireWithPurpose.com/319

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 to Kerry Hannon. Kerry is a senior columnist at Yahoo! Finance and has been writing for decades about women’s finance, the changing nature of retirement, and what the workplace will look like in the future.

She is a workplace futurist and strategist on career transitions, entrepreneurship, personal finance, and retirement. You’ve likely seen her writing in the New York Times, MarketWatch, and Forbes, and she has appeared as a career and financial expert on all the major TV networks.

In her newest book, In Control at 50+: How to Succeed in the New World of Work, Kerry gives her readers a guide to help them navigate the post-pandemic workplace and take an active role in their careers and financial future.

In our conversation, Kerry and I explore how the pandemic has profoundly changed the workplace for people of all ages, how to conquer your fears and find work you love at any age, and the critical differences between how men and women manage their money.

GET A FREE COPY OF KERRY’S BOOK, IN CONTROL AT 50+: HOW TO SUCCEED IN THE NEW WORLD OF WORK!

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 BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• How an aging population and fewer younger workers are creating a better workplace for people over 50.
• Why it’s so easy to get stuck in a professional rut as you get older–and how to get the confidence you need to regain control of your working life.
• How to get the skills and education you need to make a career transition.
• How the COVID pandemic uniquely affected how women work.
• The best ways to navigate issues around money in long-term partnerships and marriages.

Show Notes: RetireWithPurpose.com/318

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from the Best Interest Blog titled, Should You Invest Your Emergency Fund? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/317. 

Show Notes: RetireWithPurpose.com/317

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