Meet Casey
Casey Weade is a sought-after retirement planning professional, speaker and CEO/Chief Visionary of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast—providing sound financial guidance to pre-retirees and retirees across the country. He is also a Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU ®), Retirement Income Certified Professional® (RICP®), an Investment Advisor Representative, and holds licenses in Life, Accident, and Health insurance.
Casey’s not only passionate about guiding people toward a financially secure retirement, but he also zones in on what your Golden Years might look like. His “Purpose-Based Retirement” philosophy begins with finding your “why” and building a plan to protect that. In Casey’s words, “The path to retirement is all about utilizing offensive strategies. But once you actually get there, the game switches to defending your purpose for retirement and, in turn, your life savings from the major risks it will face.”
Casey is a lifelong Midwest native, and currently resides in Fort Wayne, IN, with his wife and two sons. He sponsors the Howard Bailey Junior Golf Tour as part of the Indiana Golf Foundation, and continues to stay active in his own community by supporting small businesses, local organizations and charities throughout the year.
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Casey B.Weade, CFP®, RICP®, CLU® President
Casey B. Weade, CFP®, RICP®, CLU® and president of Howard Bailey Financial, Inc.™, is a retirement planning professional and published author. He has been a sought-after speaker on progressive personal finance and retirement planning strategies in northeastern Indiana for nearly a decade, and hosts “The Purpose Based Retirement” television and radio shows on NBC 33 in Fort Wayne/CBS22 in South Bend, and on WOWO 107.5FM in Fort Wayne/WTRC 95.3 FM in South Bend. In addition, Casey has been featured in national media outlets such as The Wall Street Journal, USA Today, and CNBC, and is an ongoing contributor for the financial publication Kiplinger.
Casey strives to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. As a firm believer in establishing a clear purpose for an individual’s financial future, Casey acts as a financial coach by optimizing current financial situations and looking for the money that is falling through the cracks.
Casey graduated from Stetson University with a bachelor's degree in finance and as a member of the honorary finance fraternity, Beta Alpha Psi. He then went on to earn the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in addition to being a Retirement Income Certified Professional® (RICP®). He is also an Investment Adviser Representative (IAR), as well as life, accident and health insurance licensed and Long-Term Care Certified.
To go along with these credentials, Casey is a member of the Forbes Finance Council, National Ethics Bureau (NEA), Better Business Bureau (BBB), American Association of Independent Advisors (AAIA) and the Financial Planning Association (FPA).
The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
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