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Retire With Purpose
RADIO HOUR

Join Casey and Marshal Johnson, Vice President of Howard Bailey Financial, Inc., every week as they discuss thoughts and ideas with some of today's foremost experts in finance and retirement, trending topics that could impact your bottom line, questions from viewers and more. Ask a question and we will answer it on the show.

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Saturdays ∙ 11 am and 3 pm
on WOWO 1190 AM/107.5 FM ∙ Fort Wayne
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Sundays ∙ 11 am and 5 pm
News/Talk 95.3 MNC ∙ Mishawaka
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Sundays ∙ 11 am
News Radio WSPD ∙ Toledo
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Listen from anywhere
on the TuneIn App
The "Retire with Purpose" Radio Hour is a paid placement on each airing station.
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Radio Hour: How to Set SMART Goals for Your Retirement

Tune in as Casey Weade and Marshal Johnson discuss the importance of setting SMART goals for your retirement. Also: bear market factors, bitcoin, and how you can make sure the money you've saved will last your whole retirement. Then stay tuned for special guest, Fiduciary life insurance analyst, Dick Weber.

10/29/2021
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Radio Hour: Debunking Retirement Myths

Tune in as Casey Weade and Marshal Johnson debunk retirement myths! They also discuss how bond funds work, the taxation of gold inside your portfolio, and the reliability of Social Security benefits in the future. Then stay tuned to learn about the "too-hard pile" for investments and retirement planning decisions.

10/29/2021
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Radio Hour: What is the Ideal Mix in Retirement?

Tune in as Casey Weade and Marshal Johnson discuss the ideal asset mix in retirement. They also touch on Social Security cost of living adjustments and what do you do with leftover amounts in your 529 plans. Last but not least, don't miss special guest, therapist Dr. Dorian Mintzer and her advice for couples in retirement.

10/29/2021
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Radio Hour: 6 Uses of Life Insurance in Financial Planning

Tune in as Casey Weade and Marshal Johnson discuss 6 uses of life insurance in financial planning, how to determine the appropriate amount of risk you should be taking at this time in your life, and special guest, Richard Haiduck, and the mysterious order of asset withdrawal.

07/28/2021
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Radio Hour: When to Update Your Estate Plan

Tune in as Casey Weade and Marshal Johnson talk about when to update your estate plan. They also talk about health care before Medicare, increasing your returns on your emergency fund, where is your goalpost (and how to get it to stop moving). Plus, special guest, leading retirement coach, and franchise expert, Bob Foley.

06/29/2021
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Radio Hour: How to Best Leverage Your HSA in Retirement

Join Casey Weade and Marshal Johnson as they discuss how to best leverage your Health Savings Account in retirement. They also discuss Social Security and an article from Kiplinger on "Planning for Retirement Assets in Your Estate Plan." Special guest, "America's Tax Expert" David McKnight, starts a discussion on tax-free income for life.

06/22/2021
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Radio Hour: Can You Retire With a Nest Egg That's Too Big?

Casey Weade and Marshal Johnson talk about the idea of can you retire with a nest egg that's too big? (and if your nest egg is too big, what should you do about it?). Next a discussion of 401(k)s, Roth IRAs, 403(b)s, gold (and related inflation). Also, the psychological side of retirement with a variety of podcast guest highlights and an article focus on inflation and what to do about it if it's coming.

06/08/2021
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Radio Hour: Inflation — Should You Be Concerned?

In this episode, Casey Weade and Marshal Johnson talk all about inflation — should you be concerned and what can you do about it? When to de-risk your portfolio, cryptocurrency, marital compression in retirement and how to manage it, and guests/experts discussing real estate and relocation in retirement. Plus, a Kiplinger article focus on the dimensions of wealth influencing your financial path.

06/04/2021
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Radio Hour: Taxes, Income and Risk

Casey Weade and Marshal Johnson talk taxes, income & risk, Social Security survivor's benefits, the best way to choose your retirement date, and featured guest retirement coach Joe Casey, from Retirement Wisdom, and article focus on cash - sleeping with cash... how much cash should you keep on hand to help you sleep well at night?

05/25/2021
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Radio Hour: Paying Off Your Mortgage In Retirement

Paying off your mortgage in retirement...should you do it, should you not? Casey Weade and Marshal Johnson discuss that and what are the tax consequences of taking a large distribution from an IRA to pay off that mortgage (pros and cons)? Next, they talk about carrying life insurance in retirement — should you stop paying those premiums? What are the uses of carrying that life insurance into retirement? Then a look at retirement rules of thumb — taking a second look (such as the rule of 100) and a focus from Forbes, "What is secure act 2.0 and how would it change retirement?"

05/20/2021
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Radio Hour: When Should You Retire?

When should you retire? Focus on health and wellness in retirement with highlights from past podcast guests. Plus, Biden's capital gains tax rate increases, pitfalls of picking the wrong financial advisor, planning for decumulation vs accumulation, and the bucket approach to retirement income planning.

05/20/2021
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Radio Hour: Which Assets You Should Tap First in Retirement

Join Casey Weade and Marshal Johnson as they talk about which assets you should tap first in retirement. They also talk about a Weekend Reading article on "Why you need a little "W.H.A.A.M." in your retirement planning," and tax strategies for estate planning and inflation in retirement + a discussion on purpose with 3-time podcast guest Kary Oberbrunner.

05/03/2021
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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 Certified Financial Planner (“CFP”) designation is awarded by the Certified Financial Planner Board of Standards to individuals who hold at least a bachelor’s degree from an accredited college or university, have compiled at least 2,000 hours of financial planning experience, have completed a CFP board registered program or an alternative designation or degree, have passed a certification exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the CFP designation, please visit www.finra.org/investors/professional-designations/cfp.

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.

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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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