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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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Avivah wittenberg cox Avivah wittenberg cox
252: Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox
Casey weade happiest retirees Casey weade happiest retirees
251: Who the Happiest Retirees and Most Unhappy Retirees Are
Casey weade monte carlo success Casey weade monte carlo success
250: Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility
Dorian mintzer Dorian mintzer
249: Revolutionizing Retirement and Maximizing Your Bonus Years with Dorian Mintzer
Casey weade inflation vs stock market returns Casey weade inflation vs stock market returns
248: Inflation vs. Stock Market Returns
Casey weade upcoming retirees Casey weade upcoming retirees
247: The Good News for Upcoming Retirees
Dick weber Dick weber
246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber
Casey weade happiness in retirement Casey weade happiness in retirement
245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say
Casey weade roth ira five year rule Casey weade roth ira five year rule
244: What You Need To Know About The Confusing Roth IRA Five-Year Rule copy
Gillian leithman Gillian leithman
243: Rewiring to Retire with Dr. Gillian Leithman
Casey weade financial conversation starters Casey weade financial conversation starters
242: Financial Conversation Starters for Couples
Casey weade risk tolerance questionnaires Casey weade risk tolerance questionnaires
241: Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies
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Copyright © 2022 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.

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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.