Casey Weade is the CEO and Chief Visionary of Howard Bailey Financial. As a firm believer in developing retirement plans that are driven by meaning and purpose, Casey and the Howard Bailey team strive to maximize the financial efficiency in your life, so you can spend less time worrying about what’s next, and more time focusing on what matters most to you. Casey is passionate about providing comprehensive financial guidance to create a retirement plan that is truly customized to you, while utilizing investment strategies to help protect your lifelong savings from top retirement pitfalls.
Casey hosts the weekly Retire With Purpose radio and TV shows, which air across the Midwest, as well as the national Retire With Purpose Podcast, aimed to help maximize your financial confidence and overall financial wellbeing. He is a multiple-time author, with his latest book, Job Optional*, reaching #1 on the Amazon Best Seller list in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller list. Casey has also been featured in national media outlets, including The Wall Street Journal, Fox Business and CNBC.
Driven by Purpose
Casey graduated from Stetson University with a Bachelor's degree in Finance. He obtained his CERTIFIED FINANCIAL PLANNER (CFP) and Retirement Income Certified Professional (RICP) certifications, as well as his Chartered Life Underwriter (CLU) designation, which is known as the premier wealth transfer and estate planning designation.
Casey is also a certified Chartered Financial Consultant (ChFC), which is a designation that covers in-depth education and application training in all aspects of financial planning, estate planning, income taxation, and investments. In addition, he is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance, and is also Long-Term Care Certified.
Casey is a member of the Better Business Bureau (BBB) and the Financial Planning Association (FPA).
While outside of the office, Casey enjoys spending time with his wife, Chelsie, and three children; Calvin, Carver and Chloe. His hobbies include hunting, fishing, golfing and staying active with friends and family.