Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?   In this episode, we discuss:  Why buffer ETFs have become so popular How they compare to annuities The benefit of professional management Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. 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 ..read more

Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success.  Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future. 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 sit ..read more

Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS. In our conversation, we discuss his new book Name, Place, Animal, Thing: An Inspiring Fable For Grownups About Hope, Positivity, and Living Your Best Life, in which he weaves a fable for adults about life transitions full of wisdom–especially as it ..read more

Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts. In this episode, we discuss: Four options for your old 401(k) accounts  Proper ways to rollover your old 401(k)s  The impact of Secure Act 2.0 on orphan 401(k)s  Today's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. 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 ..read more

Moving from the first half of life into the second half can be a confusing and rocky experience.    In this episode, we discuss:  The role that “ego” plays in our lives How to find meaning as our identity shifts The importance of mental health and its connection with longevity Today's article comes from Medium titled, Carl Jung: The Second Half of Life. 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 ..read more

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

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

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

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

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