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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.
Casey Weade and Marshal Johnson talk about the idea of can you retire with a nest egg that's too big? (and if your nest egg is too big, what should you do about it?). Next a discussion of 401(k)s, Roth IRAs, 403(b)s, gold (and related inflation). Also, the psychological side of retirement with a variety of podcast guest highlights and an article focus on inflation and what to do about it if it's coming.
In this episode, Casey Weade and Marshal Johnson talk all about inflation — should you be concerned and what can you do about it? When to de-risk your portfolio, cryptocurrency, marital compression in retirement and how to manage it, and guests/experts discussing real estate and relocation in retirement. Plus, a Kiplinger article focus on the dimensions of wealth influencing your financial path.
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.
Howard Bailey Financial is pleased to welcome Ed Slott, a professional speaker, television personality, and author, to discuss the 5 easy steps to disarm "The New Retirement Savings Time Bomb."
Howard Bailey is pleased to host Todd Morrissey, who has decades of experience in Medicare and will educate you on your Medicare options.
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.Request a Complimentary Portfolio Review