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Retire With Purpose
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Join Casey for discussions with some of today's foremost experts in finance and retirement, and trending topics that could impact your bottom line.

The "Retire with Purpose" TV program is a paid placement on each airing station.
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Episode 274: Leaving a "Breadcrumb Legacy"

Casey talks about what it means to leave a “breadcrumb legacy." Marshal joins the discussion on navigating the retirement minefield, and the latest in retirement trends in this episode of Retire With Purpose.

01/25/2021
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Episode 273: The Uses and Benefits of Life Insurance

The many uses and benefits of life insurance with Jim Bowman, learn about building social security's insecurity into your retirement plan, and making a good pension decision.

01/18/2021
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Episode 272: Personalizing Your Retirement Strategy

Personalizing your retirement strategy, are you a human being or a "human doing” - discussion with podcast guest and doctor Sachin Patel, and the biggest mistakes Casey has seen retirees make.

12/14/2020
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Episode 271: Will Your Taxes Be Lower in Retirement?

Will your taxes be lower in retirement? Can money buy happiness with podcast guest Brian Portnoy. Also, a focus on your healthcare options prior to Medicare age.

12/09/2020
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Episode 270: Tax Strategies for Couples
Tax strategies for couples that you won't want to miss. Do you believe fake news about retirement? Plus, catch highlights of our Retired Inspired Podcast with Chris Hogan, best-selling author, personal finance expert, and a leading voice on retirement, investing, and wealth. 12/07/2020
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Episode 269: Is 55 Too Early to Retire?
See highlights from podcast guest, Dr. Carolyn McClanahan, a physician-turned-financial planner; Understand challenges of an early retirement and how to best prepare for them. 12/07/2020
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Episode 268: Living with Meaning & Purpose

How to live with Meaning & Purpose, when you should buy long-term care insurance, and your financial advisor may not actually be an advisor.

12/06/2020
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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.

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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.

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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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