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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 Much to Save for Retirement

Tune in to the Retire With Purpose Radio Hour as Casey Weade and Marshal Johnson talk about how much to save for retirement. They also talk about Social Security increases, how much long-term care might really cost you, and 5 easy ways to protect your retirement savings from taxes.

04/12/2021
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Radio Hour: How Much Cash Should You Be Holding In Retirement

Tune in as Casey Weade and Marshal Johnson discuss how much cash you should be holding in retirement, with a focus on the difference between wealth and liquidity. They also talk about how long to keep your financial records and social security filing strategies.

03/30/2021
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Radio Hour: How to Minimize Your Taxes on Real Estate

Join Casey Weade and Marshal Johnson on how to minimize your taxes on real estate (capital gains taxes). They also discuss how much income your 401(k) will produce in retirement. Also a deep dive into Purpose featuring a variety of guests. Plus, what sort of retirement planning should be done if you don't plan to retire?

03/23/2021
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Radio Hour: How to Avoid Social Security Taxation

Casey Weade and Marshal Johnson discuss how to avoid social security taxation. They then discuss the latest in LTC (long-term care) trends, and why you might not want to roll over your old 401(k) into an IRA. Also, a discussion with the leading financial therapist in the country, Dr. Karl Pillemer. Plus, a focus on a Kiplinger article: “How 10 Types of Retirement Income Get Taxed"

03/09/2021
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Radio Hour: Radio Hour: What is Retirement Income Planning?

Join Casey Weade and Marshal Johnson as they discuss what is retirement income planning, and what are your options? Highlights from an interview with Dave Jetson, a financial therapist. The latest study from past podcast guest, David Blanchett, on “Right-Sizing Retirement.” Also, a discussion on Social Security and advisor compensation.

03/01/2021
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Radio Hour: The Retirement Planning Opportunity Zone — Are You In It?

Join Casey Weade and Marshal Johnson as they discuss the retirement planning opportunity zone - are you in it?? They also discuss diffusing the IRA tax time bomb, irrevocable trusts, and highlights from an interview with Annie Duke (World Poker Series Champion) focusing on how to make better decisions.

02/23/2021
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Radio Hour: Retirement Income War Chests

In this episode, Casey and Marshal discuss several topics, including Retirement income war chests - do you have one? What could Medicare cost you once you retire (and how can you prepare for it now?) Highlights from the interview with David McKnight, and a discussion on the “single-ply” areas of your life.

02/01/2021
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Radio Hour: Invest Confidently In Retirement

Casey and Marshal break down 8 ways to invest confidently in retirement. They also discuss financial wellness, index ETFs and mutual funds, social security cost of living adjustments…what will that look like and can social security keep up? Plus, special guest Kary Oberbrunner (author of new book “Unhackable" and CEO of Igniting Souls).

01/20/2021
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Radio Hour: Market Predictions

Casey and Marshal talk about market predictions, fees - are they fair?, best of 2020 podcast guest highlights, and how to handle “black sheep” beneficiaries.

01/19/2021
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Radio Hour: All About Finance

All about finance! Using CDs as part of your investment strategy, estimating what your tax rate will be in retirement, whole life insurance, and highlights from the managing director of behavioral finance and investing at Betterment (the 3rd largest robo-advisor in the world): Dan Egan.

01/04/2021
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Radio Hour: Is Gold a Safe Haven?

Is Gold a Safe Haven? A decade-by-decade guide to retirement planning, what a diversified portfolio really should look like, and interview with international poker champion & NYT bestselling author Maria Konnikova.

12/21/2020
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Radio Hour: Medicare & More

Medicare, the 4% withdrawal rule, rentals, and the difference between pensions & 401(k)s. Also special guest Elle Martinez (award-winning blogger and creator of “Couple Money)

12/14/2020
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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.

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.

The "Retire With Purpose TV Show," "Retire With Purpose Radio Hour" and "As Seen In" articles appear as paid placements.

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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.