PodcastsEconomía y empresaRetire With Purpose - The Retirement Podcast

Retire With Purpose - The Retirement Podcast

Casey Weade
Retire With Purpose - The Retirement Podcast
Último episodio

555 episodios

  • Retire With Purpose - The Retirement Podcast

    555: By the Numbers: The Anchors of Retirement Confidence, Part 4 — Building a Retirement That Can't Break

    20/03/2026 | 16 min
    Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies designed to replace your anxiety with clarity and control. In part 4, we explore the protection anchors — and how preparing for worst-case scenarios can help you feel more confident through market volatility. 
    In this episode, you'll learn about: 
    Why guaranteed income floors can help improve spending confidence
    How to manage long-term care as a catastrophic risk
    How to compare income strategies and trade-offs
    The power of using home equity as a last-resort safety net
    How stacking protection anchors removes fear and uncertainty
    Today's article is from Morningstar titled, 8 Tips to Stop Worrying About Running Out of Money in Retirement. 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.
    Show Notes: HowardBailey.com/555
    📧 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/3T6oNDB
    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
  • Retire With Purpose - The Retirement Podcast

    554: Freedom After 50: Why Retirement Fear Might Be a Sign You're Ready

    13/03/2026 | 31 min
    What if the fear you feel about retirement isn't a warning sign, but an invitation to step into a more meaningful, self-directed life? 
    In this episode, you'll learn: 
    Why hitting your retirement number can increase anxiety
    The difference between financial independence and fulfillment
    Three powerful questions to clarify whether it's time to retire
    How purpose evolves after work — and why fear often shows up first
    Today's article is from The Purpose Code blog titled, When it Comes to Retirement, Fear is an Invitation. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore why hitting your number can increase anxiety, how financial independence differs from fulfillment, and the key questions that clarify when it's truly time to retire.
    Show Notes: HowardBailey.com/554
    📧 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/3T6oNDB
    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
  • Retire With Purpose - The Retirement Podcast

    553: A Step-by-Step Guide to Leverage AI As a Thought Partner & Find Purpose In Retirement with Geoff Woods

    09/03/2026 | 59 min
    Today, I'm thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions, and a leading expert on AI.
    He previously served as Chief Growth Officer of Jindal Steel & Power, where he played a key role in scaling the company from a $750 million market cap to over $12 billion in just four years. He also co-founded the company behind The ONE Thing, advising organizations with revenue ranging from $10 million to $60 billion.
    In our conversation, Geoff doesn't just explain what AI does in theory—he'll walk you through a live demonstration of how to use it as a thought partner to help navigate the transition into retirement with greater clarity, confidence, and a renewed sense of purpose. Geoff introduces his CRIT framework for prompting AI more effectively and shares practical strategies for using AI to identify purpose, strengthen daily habits, and avoid common pitfalls. 
    Geoff also shares his insights on how AI is rapidly shaping the world we live in, addresses concerns about job disruption for the next generation, and explains why learning to use it now will give you an advantage over those who choose to live in fear of it.
    GET A FREE COPY OF GEOFF'S BOOK, THE AI-DRIVEN LEADER: HARNESSING AI TO MAKE FASTER, SMARTER DECISIONS
    Here's how:
    Step 1: Subscribe to the podcast and leave an honest rating & review on iTunes.
    Step 2: Text the word BOOK to 888-599-4491, and we'll send you a link to claim your free copy!
    In this podcast interview, you'll learn:
    A simple explanation of AI and how it differs from machine learning and generative AI.
    Why AI will impact retirees even if it wasn't specifically designed for them.
    How AI can support better daily decisions around health, habits, and planning.
    The simplest way to manage privacy settings and reduce concerns about personal data with ChatGPT.
    Why AI should be treated as a thought partner, not a replacement for your thinking.
    How the CRIT framework helps generate deeper, more customized responses.
    Three strategies for transitioning into retirement with more structure and purpose.
    Why technological change shifts skill value rather than simply eliminating opportunity.
    Show Notes: HowardBailey.com/553
    📧 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/3T6oNDB
    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
  • Retire With Purpose - The Retirement Podcast

    552: By the Numbers: The Anchors of Retirement Confidence, Part 3 — Why Tax Flexibility Matters More Than Tax Savings

    06/03/2026 | 21 min
    Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3, we explore why the biggest threat to your retirement isn't always market volatility, but the taxes you didn't see coming until it was too late. 
    In this episode, you'll learn: 
    How tax concentration quietly limits income flexibility
    The three core tax buckets every retiree should understand
    How Roth accounts help create control in an unpredictable tax system
    Real-life case studies showing why "textbook" strategies don't always work
    Today's article is from Morningstar titled, 8 Tips to Stop Worrying About Running Out of Money in Retirement. 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.
    Show Notes: HowardBailey.com/552
    📧 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/3T6oNDB
    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
  • Retire With Purpose - The Retirement Podcast

    551: Freedom After 50: Why Retirement Decisions Feel Heavier — and What to Do About It

    27/02/2026 | 18 min
    What if the confidence you're searching for in retirement decisions hasn't disappeared, but has simply been drowned out by noise? 
    In this episode, you'll learn: 
    Why retirement decisions feel more emotionally loaded after 50
    The difference between useful information and paralyzing overwhelm
    How anxiety can be a guide; not a warning sign
    How to rebuild trust in your intuition and inner voice


    Today's article is from our own blog titled, Trusting Yourself Again with Yada. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore how retirees can cut through the noise, manage emotional overwhelm, and rebuild confidence in decisions by trusting their intuition and inner voice.
    Show Notes: HowardBailey.com/551
    📧 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/3T6oNDB
    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

Más podcasts de Economía y empresa

Acerca de Retire With Purpose - The Retirement Podcast

Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations. ©2026 HOWARD BAILEY FINANCIAL, INC.
Sitio web del podcast

Escucha Retire With Purpose - The Retirement Podcast, Bloomberg Daybreak América Latina y muchos más podcasts de todo el mundo con la aplicación de radio.net

Descarga la app gratuita: radio.net

  • Añadir radios y podcasts a favoritos
  • Transmisión por Wi-Fi y Bluetooth
  • Carplay & Android Auto compatible
  • Muchas otras funciones de la app
Aplicaciones
Redes sociales
v8.8.3 | © 2007-2026 radio.de GmbH
Generated: 3/21/2026 - 3:50:17 PM