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Podcast Webinars Radio TV

290: Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips

289: The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients

288: How to Seek Out Unbiased Financial Advice with Jeff Levine

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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

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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.

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

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Don't Worry, Retire Happy

Howard Bailey is we are excited to partner with nationally-recognized author, economist and former First Vice President of New York Life, Tom Hegna, to present his Don't Worry, Retire Happy online webinar, exclusively free to our clients and friends. In this presentation, you will learn how to simplify your retirement planning journey as Tom covers his seven steps to retirement security.

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.

Schedule a 15-minute Consultation