427: Leveraging Your Experiences During Life Transitions to Build a Better Future
Retire With Purpose - The Retirement Podcast
by Casey Weade
4d ago
Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way.  Join us as we discuss:  How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitions Today's article comes from iflow Psychology titled, Navigating Life Transitions: Expert Tips for Optimising Your Journey and Boosting Personal Growth. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it app ..read more
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426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD
Retire With Purpose - The Retirement Podcast
by Casey Weade & Marc Schulz, PhD
1w ago
Today, I’m talking to Marc Schulz, PhD. In addition to being a practicing therapist, Dr. Schulz is the Associate Director of the Harvard Study of Adult Development, Director of the Data Science program at Bryn Mawr, and former chair of that school’s psychology and clinical development psychology PhD programs.  In this conversation, we dig into his book that he co-authored, The Good Life: Lessons from the World’s Longest Scientific Study of Happiness. I’ve been following this study for most of my career, we’ve referenced it several times on the podcast and I’m thrilled to get a chance to t ..read more
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425: Retiring Soon? 9 Retirement Surprises to Consider Today
Retire With Purpose - The Retirement Podcast
by Casey Weade
1w ago
Retirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study.  Join us as we discuss:  Positive surprises that might provide relief if you’re anxious about retirement  Potentially negative surprises that you can get ahead of (or manage your expectations for) now Today's article comes from The Retirement Manifesto titled, 9 Retirement Surprises. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and a ..read more
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424: If Stocks Beat Bonds, Why Diversify?
Retire With Purpose - The Retirement Podcast
by Casey Weade
2w ago
Don’t believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation.  Join us as we discuss:  Balancing risk and return Building a portfolio based on your unique needs Utilizing modern tools that go beyond stocks and bonds Today's article comes from AQR.com titled, Why Not 100% Equities. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique ..read more
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423: Reframing the Fears That Could be Holding You Back
Retire With Purpose - The Retirement Podcast
by Casey Weade
3w ago
Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we’re born, and why it can continue to plague us throughout our lives.  Join us as we discuss:  The role that expectations play in our fears How looking to the future or revisiting the past can reintroduce fear The areas we can control in our present life to help mitigate fear Today's article comes from More To That.com titled, Fear Is a Framing Problem. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides t ..read more
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422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
Retire With Purpose - The Retirement Podcast
by Casey Weade & David Hulse, PhD
1M ago
Today, I’m talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He’s a contributing author for federal taxation textbooks and has written about our tax system in several journals.  He recently published a white paper called Roth Vs. Traditional Account Contributions and Tax Rate Uncertainty in the Journal of Financial Planning. It’s a fantastic and informative paper, and we wanted to bring David onto the podcast to break his complex argument down into something simpler ..read more
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421: What to Consider Before You Hire (or Fire) a Financial Advisor
Retire With Purpose - The Retirement Podcast
by Casey Weade
1M ago
Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/421 Rate & Review the Podcast: RetireWithPurpose.com/review ? WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financi ..read more
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420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
Retire With Purpose - The Retirement Podcast
by Casey Weade
1M ago
Today's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559. Show Notes: RetireWithPurpose.com/420 Rate & Review the Podcast: RetireWithPurpose.com/review ? WEEKEND READING FOR RETIREES: Receive CFP® ins ..read more
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419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
Retire With Purpose - The Retirement Podcast
by Casey Weade & Cynthia Covey Haller
1M ago
Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People, or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions You'll Ever Make.  In our conversation, we delved into her book Live Life In Crescendo: Your Most Important Work is Always Ahead of You, which she co-authored with her father Stephen, and was published posthumously as his final book.  We ta ..read more
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418: Calculating Investment Returns: How You Average Matters
Retire With Purpose - The Retirement Podcast
by Casey Weade
1M ago
Today's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559. Show Notes: RetireWithPurpose.com/418 Rate & Review the Podcast: RetireWithPurpose.com/review ? WEEKEND READING FOR RETIREES: Receive CFP® insight on ..read more
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