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Job Optional by Casey Weade

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Receive Casey Weade's best-selling book* Job Optional FREE

Ready to seriously start thinking about retirement? Casey Weade, Certified Financial Planner® and President of Howard Bailey Financial, breaks down how you can plan for retirement differently – with purpose, and on your timeline.

This Wall Street Journal and Amazon best-seller will show you how to live life to the fullest without worrying how long your must work to finally retire.

As the President and Founder of an independent, award-winning retirement planning firm, Casey breaks down how he and his advisors develop customized retirement strategies based on these key pillars:

📍 Purpose: Your planning strategy starts with establishing your unique financial philosophy, your "Why" — the true meaning and purpose for your money in retirement.

📍 Liquidity: You will require liquid funds set aside for emergencies and opportunities. Having 6-12 months worth of living expenses readily available provides financial confidence and peace of mind.

📍 Income: Consistent, reliable income is a necessity, regardless of what happens next in the economy or stock market. Income planning accounts for flexible spending, while having the confidence to know you have income as long as you live.

📍 Growth: Growth planning accounts for inflation and unpredictability, delivering confidence that you have the flexibility to adjust your strategy. This plan focuses on long-term growth, largely to deflect inflation risks and other unknowns.

📍 Estate: An estate plan ensures the assets you have will pass on according to your wishes. This step outlines clear objectives of what you want to leave behind, and how — including wills, trusts and health care.

📍 Tax Planning: Tax planning is the common thread throughout each of the four planning pillars. It provides you with the confidence to know that you (and your heirs) will keep more of your hard-earned dollars.

📍 Meaning: Once your retirement strategy is complete, you can focus on fulfilling your highest purpose in life through meaning.

Ready to seriously start thinking about retirement? Casey Weade, Certified Financial Planner® and President of Howard Bailey Financial, breaks down how you can plan for retirement differently – with purpose, and on your timeline. This Wall Street Journal and Amazon best-seller will show you how to live life to the fullest without worrying how long your must work to finally retire.

As the President and Founder of an independent, award-winning retirement planning firm, Casey breaks down how he and his advisors develop customized retirement strategies based on these key pillars:

📍 Purpose: Your planning strategy starts with establishing your unique financial philosophy, your "Why" — the true meaning and purpose for your money in retirement.

📍 Liquidity: You will require liquid funds set aside for emergencies and opportunities. Having 6-12 months worth of living expenses readily available provides financial confidence and peace of mind.

📍 Income: Consistent, reliable income is a necessity, regardless of what happens next in the economy or stock market. Income planning accounts for flexible spending, while having the confidence to know you have income as long as you live.

📍 Growth: Growth planning accounts for inflation and unpredictability, delivering confidence that you have the flexibility to adjust your strategy. This plan focuses on long-term growth, largely to deflect inflation risks and other unknowns.

📍 Estate: An estate plan ensures the assets you have will pass on according to your wishes. This step outlines clear objectives of what you want to leave behind, and how — including wills, trusts and health care.

📍 Tax Planning: Tax planning is the common thread throughout each of the four planning pillars. It provides you with the confidence to know that you (and your heirs) will keep more of your hard-earned dollars.

📍 Meaning: Once your retirement strategy is complete, you can focus on fulfilling your highest purpose in life through meaning.

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