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Podcast Webinars Radio TV

228: Why Retirement Is NOT the Goal with Kary Oberbrunner

227: Overthinking Your Money: Avoiding Analysis Paralysis

226: Kitces: The Big Problem With ‘Risk Tolerance

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Radio Hour: 6 Uses of Life Insurance in Financial Planning

Tune in as Casey Weade and Marshal Johnson discuss 6 uses of life insurance in financial planning, how to determine the appropriate amount of risk you should be taking at this time in your life, and special guest, Richard Haiduck, and the mysterious order of asset withdrawal.

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Radio Hour: When to Update Your Estate Plan

Tune in as Casey Weade and Marshal Johnson talk about when to update your estate plan. They also talk about health care before Medicare, increasing your returns on your emergency fund, where is your goalpost (and how to get it to stop moving). Plus, special guest, leading retirement coach, and franchise expert, Bob Foley.

Radio Hour: How to Best Leverage Your HSA in Retirement

Join Casey Weade and Marshal Johnson as they discuss how to best leverage your Health Savings Account in retirement. They also discuss Social Security and an article from Kiplinger on "Planning for Retirement Assets in Your Estate Plan." Special guest, "America's Tax Expert" David McKnight, starts a discussion on tax-free income for life.

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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.

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.

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.

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Understand Your Medicare Options

Howard Bailey is pleased to host Todd Morrissey, who has decades of experience in Medicare and will educate you on your Medicare options.

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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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.

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