031: Client Case Study – How One Couple Successfully Stepped Into Retirement

how one couple stepped into retirement

This week, Casey Weade discusses a client case study outlining how one couple successfully stepped into retirement. Listen in as Casey breaks down the exact steps Howard Bailey took to build out a comprehensive plan.

Listen to Other Shows

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007: Weekend Reading – What Helps or Hurts Investment Returns? Here’s a Ranking

This week, Casey Weade discusses an article from Bloomberg titled “What Helps or Hurts Investment Returns? Here’s a Ranking.“ Listen in as he breaks down the article and shares what he thinks!

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019: Weekend Reading — The No. 1 IRA Mistake

This week, Casey Weade discusses an article from Financial Planning magazine, titled “The No. 1 IRA Mistake.” Listen in as Casey breaks down the article and shares what he thinks!

John Leland
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003: Choosing Happiness with John Leland

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018: Weekend Reading – Kitces: Are Retiree Health Care Costs Overblown?

This week, Casey Weade discusses an article from Financial Planning, titled “Kitces: Are Retiree Health Care Costs Overblown?” Listen in as Casey breaks down the article and shares what he thinks!

Dr. Wade Pfau - reverse mortgages
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011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau

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017: Why Smart Women Finish Rich with David Bach

hans finzel and rick hicks
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027: Finding Adventure & Purpose Later in Life with Hans Finzel and Rick Hicks

Hans Finzel hates the term retirement – and he really hates the idea that retired people don’t have anything to offer the world. He and his friend Rick Hicks are both PhDs and former CEOs who left their roles as they approached the age of 60, but they now spend their time conducting studies, researching,…

3 Major Changes in Trump's Retirement Executive Order
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004: Weekend Reading: The 3 Major Changes in Trump's Retirement Executive Order

This week, Casey Weade discusses an article from Forbes titled The 3 Major Changes in Trump’s Retirement Executive Order. Listen in as he breaks down the article and shares what he thinks!

jamie hopkins
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029: How to Find the Right Retirement Planner For You with Jamie Hopkins

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014: Finding Your Purpose and the Importance of Fulfillment – with Todd Tresidder