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Retire With Purpose
Podcast

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 social security Casey weade social security
238: What The New Outlook For Social Security Means For You
Richard haiduck shifting gears retirement Richard haiduck shifting gears retirement
237: Shifting Gears and Rethinking the Boundaries of Retirement with Richard Haiduck
Casey weade my investing nightmare Casey weade my investing nightmare
236: My Investing Nightmare
Casey weade tax diversification Casey weade tax diversification
235: Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization
Bob foley Bob foley
234: Creating a Purposeful Work Life in Retirement with Bob Foley
Enough money for retirement Enough money for retirement
233: How Can I Make Sure The Money I’ve Saved Will Last My Whole Retirement?
Casey weade too hard pile Casey weade too hard pile
232: My 'Too Hard' Pile Is Pretty Big
Joe casey Joe casey
231: Making a Successful Transition into Retirement with Joe Casey
Casey weade ideal asset mix Casey weade ideal asset mix
230: What’s the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?
Casey weade faux tirement Casey weade faux tirement
229: What I Learned From My 'Faux-tirement'
Kary oberbrunner Kary oberbrunner
228: Why Retirement Is NOT the Goal with Kary Oberbrunner
Avoiding analysis paralysis casey weade Avoiding analysis paralysis casey weade
227: Overthinking Your Money: Avoiding Analysis Paralysis
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Copyright © 2021 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.

1. 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.

2. 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.

3. 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.

4. 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.

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

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

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

8. Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Howard Bailey Financial, Inc.

9. 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.

10. 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.

11. USA Patriot Act Notice: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person that opens an account. We will ask for your name, address, date of birth, and identifying documents to allow us to identify you, such as a driver’s license. We may also ask for other identifying documents.

12. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

13. The CLU® and ChFC® trademarks are is the property of The American College, which reserves sole rights to their use, and are used by permission.

14. The "Retire With Purpose TV Show," "Retire With Purpose Radio Hour" and "As Seen In" articles appear as paid placements.

15. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

16. Nothing on this website should be considered an offer to sell or the solicitation of an offer to buy shares of any security. This site is not intended to offer investment advice and should not be taken as such. Nothing on this site should be considered as a guide to the selection of securities or the construction of a portfolio by an investor. Our selection of securities and composition of portfolios involve many factors that may not be discerned by viewing the materials on this website. Any individuals or institutions who are interested in any of Howard Bailey’s investment strategies should review our Form ADV Part 2 (Brochure and Supplement), which is available upon request, and should discuss their own objectives and the capabilities of Howard Bailey in detail with a representative. Any direct communication by Howard Bailey with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides.