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Retire With Purpose
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The Retire With Purpose Podcast is designed to help retirees and pre-retirees maximize their financial confidence. Join Casey every week as he discusses thoughts and ideas with some of today's foremost experts in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve. Welcome to the show!

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Casey weade frugal retirement Casey weade frugal retirement
355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement
Casey weade bank failures Casey weade bank failures
354: Bank Failures: This is How They Can Impact Your Retirement Investments
Steve lopez retirement dilemma Steve lopez retirement dilemma
353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez
Casey weade headlines impact financial plan Casey weade headlines impact financial plan
352: 8 Retirement Worries: How Today’s News Headlines Impact Your Financial Plan
Casey weade fulfilling retirement dividends Casey weade fulfilling retirement dividends
351: How to Create a Fulfilling Retirement with Experience Points and Memory Dividends
RWP 350 Bob Carlson RWP 350 Bob Carlson
350: Maximizing Your Social Security Benefit and Retirement Risks in the 2020s with Bob Carlson
Casey weade retirement portfolio Casey weade retirement portfolio
349: How 4 Famous Investment Theories Can Impact Your Retirement Portfolio
Casey weade financial planning therapy Casey weade financial planning therapy
348: Is Financial Planning As Good As Couple’s Therapy?
Robert laura rq Robert laura rq
347: How the Retirement Quotient (RQ) Test Helps Redefine Your Retirement with Robert Laura
Casey weade tips for retirees Casey weade tips for retirees
346: Where Do Millionaires Grow Their Wealth? 4 Investment Tips for Retirees
Casey weade busting 9 retirement myths Casey weade busting 9 retirement myths
345: Busting 9 Retirement Myths
Casey weade investment planning Casey weade investment planning
344: Investment Planning for Retirees: What Does the Long Term Mean?
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Copyright © 2023 Retire With Purpose

Howard Bailey Financial, Inc., is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Job Optional was #1 on the Amazon Best Seller list in Retirement Planning on 7/2/2019, and was #5 on the Wall Street Journal Nonfiction eBook Best Seller list for the week ending 8/3/2019.

Howard Bailey Securities LLC (“Howard Bailey”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”) with its principal office in Fort Wayne, Indiana. SEC registration does not imply a certain level of skill or training. Howard Bailey and its representatives are also in compliance with the registration and notice filing requirements imposed upon investment advisers and their representatives by those states in which Howard Bailey has clients.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Howard Bailey Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Not associated with or endorsed by the Social Security Administration or any other government agency.

Insurance products and services are offered through Howard Bailey Financial, Inc™. Howard Bailey Securities, LLC. and Howard Bailey Financial, Inc.™ are affiliated companies.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Howard Bailey manages portfolios for many clients in a number of investment styles. Recommendations for one client may not be suitable for other clients. Returns realized by our clients may differ depending on the styles and objectives of the individual portfolios.

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The Certified Financial Planner (“CFP”) designation is awarded by the Certified Financial Planner Board of Standards to individuals who hold at least a bachelor’s degree from an accredited college or university, have compiled at least 2,000 hours of financial planning experience, have completed a CFP board registered program or an alternative designation or degree, have passed a certification exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the CFP designation, please visit www.finra.org/investors/professional-designations/cfp.

The Retirement Income Certified Professional (“RICP”) designation is awarded by the American College to individuals who have compiled at least three years of professional experience, have completed three courses administered by the American College including a satisfactory score on a final course exam, and complete a minimum of 15 hours of continuing education every two years. For more information about the RICP designation, please visit www.finra.org/investors/professional-designations/ricp.

The Chartered Life Underwriter (“CLU”) designation is awarded by the American College to individuals who have compiled at least three years of full time business experience during the five year preceding the designation award, have completed a total of eight courses administered by the American College including a satisfactory score on a final course exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the CLU designation, please visitwww.finra.org/investors/professional-designations/clu.

The Chartered Financial Consultant (“ChFC”) designation is awarded by the American College to individuals who have compiled at least three years of full time business experience during the five year preceding the designation award, have completed a total of nine courses administered by the American College including a satisfactory score on a final course exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the ChFC designation, please visit www.finra.org/investors/professional-designations/chfc.

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