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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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Chris heye Chris heye
393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD
Casey weade evolution retirement Casey weade evolution retirement
392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life
Casey weade t bills vs treasury bonds Casey weade t bills vs treasury bonds
391: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?
Jet Vertz retirement bucketlist square Jet Vertz retirement bucketlist square
390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz
Casey weade high interest rates retirement Casey weade high interest rates retirement
389: High Interest Rates: How Could They Impact Your Retirement?
Casey weade retirement happiness Casey weade retirement happiness
388: Retirement Happiness: How to Convert 7 Losses Into Gains
Mike drak Mike drak
387: Principles for Designing Your Ideal Post-Career Lifestyle with Mike Drak
Rwp 386 casey weade Rwp 386 casey weade
386: The Psychology of Wealth Accumulation: What it Means to Feel Rich
Casey weade paradigms wealth Casey weade paradigms wealth
385: Exploring the 5 Paradigms of Wealth and How They Create a Fulfilling Retirement
Dave durell Dave durell
384: Building Strength After 50 For an Active Retirement with Dave Durell
Casey weade financial concerns Casey weade financial concerns
383: 4 Financial Concerns That Belong on Your "Unlikely to Happen" List
Casey weade social connections retirement Casey weade social connections retirement
382: Social Connections in Retirement: Why They're the Number One Factor for Happiness
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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 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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