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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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Dawn carr Dawn carr
368: Healthy Aging: Keys to Longevity and Happiness in Your Third Age with Dawn Carr, PhD
Casey weade uncomplicating retirement taxes Casey weade uncomplicating retirement taxes
367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65
Casey weade stock market bounce back Casey weade stock market bounce back
366: Does the Stock Market Always Bounce Back? Why U.S. Investors Underestimate Risk
Casey weade debt ceiling Casey weade debt ceiling
365: Debt Ceiling Debate: How Will the Markets Fare?
Rocky bleier Rocky bleier
364: Valuable Lessons of Teamwork, Leadership and Legacy from 4x Super Bowl Champion, Rocky Bleier
Casey weade traditional roth part 2 Casey weade traditional roth part 2
363: Myths About the Traditional and Roth 401(k)/IRA - Part 2
Casey weade myths traditional and roth 401k ira part 1 Casey weade myths traditional and roth 401k ira part 1
362: Myths About the Traditional and Roth 401(k)/IRA: Part 1
Jordan grumet Jordan grumet
361: Advice on Financial Independence, Building Wealth and Living Regret-Free from Hospice Doctor, Jordan Grumet MD
Casey weade retirement risk planning Casey weade retirement risk planning
360: Retirement Risk Planning: Cover the Average Case, Look Out for the Extreme Case
Casey weade outperform bull markets Casey weade outperform bull markets
359: Would You Rather Outperform During Bull Markets or Bear Markets?
Casey weade luxury goods financial independence Casey weade luxury goods financial independence
358: 6 Unconventional Luxury “Goods” You Can Leverage with Financial Independence
Sarah fallaw millionaire next door Sarah fallaw millionaire next door
357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw
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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.

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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.

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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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