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How To Minimize Your Taxes In Retirement

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.

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.

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Retire With Purpose Radio Hour 285 - July 22, 2023
Retire With Purpose Radio Hour 284 - July 15, 2023

Investing for money vs. investing for happiness. Answering listener questions on leveraging QLACs and long-term coverage options. Tax planning with special guest, David McKnight. Job Optional case study: protecting retirement savings amidst the “retirement red zone."

Retire With Purpose Radio Hour 283 - June 24, 2023

False proxies that deceive your finances. Answering listener questions on maximizing tax efficiency, Roth IRA withdrawals and RMDs, and how Social Security earnings and benefits are calculated. Retirement income planning and spending insight with special guest, Dr. Michael Finke. Plus, a case study on the importance of having a fully communicated estate plan for your heirs.

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What is your definition of purpose in retirement?

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.

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

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