Learn how to put more hard-earned dollars back in your pocket. We will explore the basics of tax planning, plus strategies you can implement today.
Investment risk is not an accident. Answering listener questions on how to know if your advisor is legally required to put your interests first and understanding the difference in Medicare coverage. What it means to live your legacy today with special guest, John Anderson. A tax strategy case study that saved a couple thousands of dollars in taxes in retirement.
What to do with your 401(k) when you retire. Answering listener questions on CDs vs. stocks in your retirement strategy and how relocating in retirement can impact your Social Security benefits. What it means to create a perfect portfolio with special guest, Steve Foerster. Job Optional case study: designing an income strategy that allowed a couple the flexibility to retire at any time.
Casey Weade talks about how to start intentional goal setting in retirement. Then Marshal Johnson joins Casey to talk about 5 easy ways to protect your retirement savings from taxes and maximizing your Social Security benefits.
Casey Weade talks about fractured families and how to mend them with podcast guest, Dr. Karl Pillemer. Marshal Johnson joins Casey and they discuss how much cash you should hold in retirement (and where), and making better Social Security and pension decisions.
What is your definition of purpose in retirement?
As the CEO and Chief Visionary of Howard Bailey Financial, I believe that purpose is bigger than money. When you have purpose, you’re able to live a meaningful life, and build an intentional retirement plan based around your goals and dreams. When you know your lifelong savings are protected, you can be more focused on what matters most to you. That’s what I believe retirement is really all about – not having to wonder, “What’s next?”, but instead having the financial confidence to know your biggest concerns have been addressed, giving you the freedom to live your life with meaning and purpose.
Retire with Purpose. Live with Confidence.
JOB OPTIONAL* by Casey Weade is NOT your typical money book. Casey walks you through exactly how to plan for retirement – differently – and with purpose so that when it’s time to retire you can do so worry-free and on your timeline.
Download the first chapter of Job Optional* - FREE!
Time to Take the Next Step
If you have questions about the financial concepts featured in our podcast, TV show or radio show, or you're ready to start building your Retire with Purpose Framework™, schedule a complimentary one-on-one consultation with an advisor at Howard Bailey Financial. We are here to help, and we look forward to meeting you.Schedule a 15-minute Consultation