WEEKEND READING EMAIL SIGN-UP

Subscribe now to receive four hand-picked articles on trending retirement topics with Casey’s biggest takeaways, sent to your inbox every Friday.

What's New

Podcast Webinars Radio TV

355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement

354: Bank Failures: This is How They Can Impact Your Retirement Investments

353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez

View More Podcasts

Radio Hour: How to Set SMART Goals for Your Retirement

Tune in as Casey Weade and Marshal Johnson discuss the importance of setting SMART goals for your retirement. Also: bear market factors, bitcoin, and how you can make sure the money you've saved will last your whole retirement. Then stay tuned for special guest, Fiduciary life insurance analyst, Dick Weber.

10/29/2021

Radio Hour: Debunking Retirement Myths

Tune in as Casey Weade and Marshal Johnson debunk retirement myths! They also discuss how bond funds work, the taxation of gold inside your portfolio, and the reliability of Social Security benefits in the future. Then stay tuned to learn about the "too-hard pile" for investments and retirement planning decisions.

10/29/2021

Radio Hour: What is the Ideal Mix in Retirement?

Tune in as Casey Weade and Marshal Johnson discuss the ideal asset mix in retirement. They also touch on Social Security cost of living adjustments and what do you do with leftover amounts in your 529 plans. Last but not least, don't miss special guest, therapist Dr. Dorian Mintzer and her advice for couples in retirement.

10/29/2021

View More Radio

286 tv goal setting retirement thumbnail

Episode 286: Intentional Goal Setting in Retirement

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.

06/21/2021

Episode 285: Fractured Families and How to Mend Them

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.

06/14/2021

Episode 284: How to Make Better Financial Decisions

Casey Weade showcases his latest podcast with World Series of Poker champion Annie Duke on how to make better financial decisions. Marshal Johnson joins Casey to go over how much income your 401(k) will provide, and retirement planning when you don't want to retire.

06/07/2021

View More TV

Defining Purpose in Retirement

During this webinar, we take an in-depth look at how to define meaning and purpose in your life, and the impact this can have on creating more joy and overall fulfillment in your Second Act. It's not just a financial plan... it is a life plan.

View More Webinars

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.

Meet Casey

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.

Buy The Book Watch the Job Optional* Video

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