Retire With Purpose - The Retirement Podcast

By Casey Weade

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Category: Investing

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Subscribers: 42
Reviews: 1
Episodes: 458

Steve Schoepf
 Nov 4, 2022
As I've entered my mid 60s, I've found these "Retire with Purpose" podcasts to be both informative and inspiring. The conversations almost always apply to something my wife and I have been pondering. It's uncanny how relevant they are.

Description

The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement. Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better. University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.

Episode Date
458: Is the Pursuit of Happiness Killing Your Second Half of Life Joy?
Sep 20, 2024
457: Finding Meaningful Work in a Post-Career World with Bruce Feiler
Sep 16, 2024
456: Retirement Tax Planning: Should You Max Out Your 401(K)?
Sep 06, 2024
455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience
Aug 30, 2024
454: Busting 6 Big Financial Myths for Retirement
Aug 23, 2024
453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke
Aug 12, 2024
452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps
Aug 09, 2024
451: License to Spend: A Retirement Income Strategy That Helps Combat Longevity Risk
Aug 02, 2024
450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits
Jul 26, 2024
449: The Stoic Path to Wealth with Darius Foroux
Jul 22, 2024
448: Is Historical Market Data Helpful for Retirement Income Planning?
Jul 19, 2024
447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life
Jul 12, 2024
446: The Most Powerful Financial Skill: Quiet Compounding
Jul 05, 2024
445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals
Jun 28, 2024
444: 3 Assets That Might Not Diversify as Well as You Think
Jun 24, 2024
443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values
Jun 14, 2024
442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr.
Jun 10, 2024
441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs
Jun 07, 2024
440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run
May 31, 2024
439: Thriving in Midlife Part 1: 7 Habits to Help You Embrace Change
May 24, 2024
438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio
May 17, 2024
437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself
May 10, 2024
436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio
May 03, 2024
435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber
Apr 29, 2024
434: Mindset Makeover: Adjusting Your Habits and Behaviors as You Age
Apr 26, 2024
433: Direct Indexing and the Evolution of Investment Tools
Apr 19, 2024
432: Are Buffer ETFs a Good Tool to Reduce Market Risk?
Apr 12, 2024
431: Key Insights for a Happier and Wealthier You
Apr 05, 2024
430: Living Your Best Life in Retirement with Lux Narayan
Apr 01, 2024
429: Do You Have Good 401(k) Hygiene?
Mar 29, 2024
428: Navigating the Transition into Your Second Half of Life
Mar 22, 2024
427: Leveraging Your Experiences During Life Transitions to Build a Better Future
Mar 15, 2024
426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD
Mar 11, 2024
425: Retiring Soon? 9 Retirement Surprises to Consider Today
Mar 08, 2024
424: If Stocks Beat Bonds, Why Diversify?
Mar 01, 2024
423: Reframing the Fears That Could be Holding You Back
Feb 23, 2024
422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
Feb 19, 2024
421: What to Consider Before You Hire (or Fire) a Financial Advisor
Feb 16, 2024
420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
Feb 09, 2024
419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
Feb 05, 2024
418: Calculating Investment Returns: How You Average Matters
Feb 02, 2024
417: What it Means to Age Well: The Power of a Singular Priority
Jan 26, 2024
416: Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
Jan 22, 2024
415: 7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
Jan 19, 2024
414: Our 2024 Market Predictions
Jan 12, 2024
413: Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain
Jan 08, 2024
412: Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New
Jan 05, 2024
411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
Dec 29, 2023
410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York
Dec 25, 2023
409: Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates?
Dec 22, 2023
408: Goal-Setting in Retirement: The Power of Creating a “What I Don’t Want” List
Dec 15, 2023
407: A Guide to Better Decision-Making: How to Overcome FOBO, the Fear of Better Options
Dec 08, 2023
406: Discovering The Four Phases of Retirement with Dr. Riley Moynes
Dec 04, 2023
405: Managing Investment Risk: 4 Financial Factors in Your Control
Dec 01, 2023
404: Could Your Retirement Savings Withstand an 8% Withdrawal Rate?
Nov 24, 2023
403: The Misery of Money Without Meaning: Preventing Your Net Worth from Dictating Your Self-Worth
Nov 17, 2023
402: Transforming Your Health and Defying Aging Stereotypes with Joan MacDonald
Nov 13, 2023
401: Examining Retirement Risk: How to Mitigate the 8 Forms of Investment Risk
Nov 10, 2023
400: Debunking the Financial Dark Side: 5 Times When “Bad” Money Moves Can be Good
Nov 03, 2023
399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg
Oct 30, 2023
398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker
Oct 27, 2023
397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money
Oct 20, 2023
396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson
Oct 16, 2023
395: Should You Delay Taking Social Security Benefits?
Oct 13, 2023
394: How to Embrace Generativity and Avoid Stagnation for a Purposeful Retirement
Oct 06, 2023
393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD
Oct 02, 2023
392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life
Sep 29, 2023
391: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?
Sep 22, 2023
390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz
Sep 18, 2023
389: High Interest Rates: How Could They Impact Your Retirement?
Sep 15, 2023
388: Retirement Happiness: How to Convert 7 Losses Into Gains
Sep 08, 2023
387: Principles for Designing Your Ideal Post-Career Lifestyle with Mike Drak
Sep 04, 2023
386: The Psychology of Wealth Accumulation: What it Means to Feel Rich
Sep 01, 2023
385: Exploring the 5 Paradigms of Wealth and How They Create a Fulfilling Retirement
Aug 25, 2023
384: Building Strength After 50 For an Active Retirement with Dave Durell
Aug 21, 2023
383: 4 Financial Concerns That Belong on Your "Unlikely to Happen" List
Aug 18, 2023
382: Social Connections in Retirement: Why They're the Number One Factor for Happiness
Aug 11, 2023
381: How to Thrive in Retirement and Not Fade Away with Celia Dodd
Aug 07, 2023
380: Investment Tradeoffs: Why You Should Know Your Return on Hassle
Aug 04, 2023
379: Top 10 Ways to Grow Wealth in the Markets Ranked by Likelihood of Success
Jul 28, 2023
378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement
Jul 24, 2023
377: When is Cost Irrelevant? Elevate Financial Fulfillment by Pinpointing Your Minimum Price Point
Jul 21, 2023
376: The Psychology of Financial Independence: Why Pinpointing Your Happiness Quotient (HQ) Can Help You Live with Fulfillment
Jul 14, 2023
375: Food and Fitness After 50 with Christine Rosenbloom, PhD, RDN
Jul 10, 2023
374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them
Jul 07, 2023
373: Better Investing: Why it Begins with Exploring the History of Financial Advice
Jun 30, 2023
372: Demystifying Financial indicators: 5 False Proxies That Can Deceive Your Money Mindset
Jun 23, 2023
371: Examining How Risk Tolerance and Aversion Factors Into Your Retirement Income Plan with Michael Finke, PhD
Jun 19, 2023
370: 3 Strategies to Help Retirees Spend More
Jun 16, 2023
369: Down & Sideways Markets Why They're Bullish
Jun 09, 2023
368: Healthy Aging: Keys to Longevity and Happiness in Your Third Age with Dawn Carr, PhD
Jun 05, 2023
367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65
Jun 02, 2023
366: Does the Stock Market Always Bounce Back? Why U.S. Investors Underestimate Risk
May 26, 2023
365: Debt Ceiling Debate: How Will the Markets Fare?
May 19, 2023
364: Valuable Lessons of Teamwork, Leadership and Legacy from 4x Super Bowl Champion, Rocky Bleier
May 15, 2023
363: Myths About the Traditional and Roth 401(k)/IRA - Part 2
May 12, 2023
362: Myths About the Traditional and Roth 401(k)/IRA - Part 1
May 05, 2023
361: Advice on Financial Independence, Building Wealth and Living Regret-Free from Hospice Doctor, Jordan Grumet, MD
May 01, 2023
360: Retirement Risk Planning: Cover the Average Case, Look Out for the Extreme Case
Apr 28, 2023
359: Would You Rather Outperform During Bull Markets or Bear Markets?
Apr 21, 2023
358: 6 Unconventional Luxury “Goods” You Can Leverage with Financial Independence
Apr 14, 2023
357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw
Apr 10, 2023
356: Retirement Income Planning: 7 Sources to Build and Maintain Wealth
Apr 07, 2023
355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement
Mar 31, 2023
354: Bank Failures: This is How They Can Impact Your Retirement Investments
Mar 24, 2023
353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez
Mar 20, 2023
352: 8 Retirement Worries: How Today’s News Headlines Impact Your Financial Plan
Mar 17, 2023
351: How to Create a Fulfilling Retirement with Experience Points and Memory Dividends
Mar 10, 2023
350: Maximizing Your Social Security Benefit and Retirement Risks in the 2020s with Bob Carlson
Mar 06, 2023
349: How 4 Famous Investment Theories Can Impact Your Retirement Portfolio
Mar 03, 2023
348: Is Financial Planning As Good As Couple’s Therapy?
Feb 24, 2023
347: How the Retirement Quotient (RQ) Test Helps Redefine Your Retirement with Robert Laura
Feb 20, 2023
346: Where Do Millionaires Grow Their Wealth? 4 Investment Tips for Retirees
Feb 17, 2023
345: Busting 9 Retirement Myths
Feb 10, 2023
344: Investment Planning for Retirees: What Does the Long Term Mean?
Feb 03, 2023
343: The Evolution of Money Management with Wall Street Legend, Burton Malkiel
Jan 30, 2023
342: The Art of Spending Money: How to Find Financial Happiness in Retirement
Jan 27, 2023
341: SECURE Act 2.0: What it Means for Your Retirement Savings
Jan 20, 2023
340: 2023 Stock Market Predictions
Jan 13, 2023
339: Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey
Jan 09, 2023
338: Tax Saving Strategies: How Rethinking Your RMD Can Reap Big Rewards
Jan 06, 2023
337: How Taxes Impact Stock Returns and Ways to Maximize Your Money
Dec 30, 2022
336: Average vs Actual Rate of Return: What's the Difference?
Dec 23, 2022
335: Unbiased Investment Advice and How to Filter Out Financial Media Noise with Bob French
Dec 19, 2022
334: Going Against the Status Quo: 3 Ways to Become a Better Decision Maker
Dec 16, 2022
333: What’s the Yield? This is What You Need to Know About Investment Return
Dec 09, 2022
332: Individual Bonds Versus a Bond Fund: Which Belongs in Your Portfolio?
Dec 02, 2022
331: How Demographic Changes Are Impacting the Future for Retirees with Bradley Schurman
Nov 28, 2022
330: Build a Better Retirement: 4 Big Barriers and How to Solve Them
Nov 25, 2022
329: Money and Happiness: 2 Needs Can Help You Calculate Your "Enough"
Nov 18, 2022
328: Fixed Indexed Annuities Are Back. Here’s What You Should Know.
Nov 11, 2022
327: The Pursuit of the Perfect Portfolio with Steve Foerster
Nov 07, 2022
326: What’s the Risk? How to Understand Investment Uncertainty and Upgrade Your Returns
Nov 04, 2022
325: A Tale of Two Investors: What You Need to Know About Timing the Market
Oct 28, 2022
324: Exploring the Past, Present and Future of Finance with Financial Archeologist, Professor William Goetzmann
Oct 24, 2022
323: 10 Things in Your Control When it Comes to Investing
Oct 21, 2022
322: Bearish to Bullish: 6 Reasons to Be Positive in Today’s Economy
Oct 14, 2022
321: How The RISA® Profile Tool is a Gamechanger for Retirement Income Planning with Alex Murguia
Oct 10, 2022
320: Closing the Feedback Loop: 6 Ways to Make Better Investment Decisions
Oct 07, 2022
319: Solving Your Social Security Decision: Have You Considered These Factors?
Sep 30, 2022
318: How to Succeed in the New World of Work with Kerry Hannon
Sep 26, 2022
317: Should You Invest Your Emergency Fund? Understanding the Purpose of Safe Cash
Sep 23, 2022
316: Top Finance Books vs. Academic Research: 3 Ways They Differ
Sep 16, 2022
315: Women in Retirement: Improving Long-Term Financial Security Through Education & Advocacy with Cindy Hounsell
Sep 12, 2022
314: 5 Things to Evaluate for a Tax-Managed Retirement Plan
Sep 09, 2022
313: Who Are the Best Investors? Five Traits to Build a Perfectly Imperfect Portfolio
Sep 02, 2022
312: Innovating Your Retirement: How to Stay Engaged in Your Second Half of Life with Chris Farrell
Aug 29, 2022
311: Dying with Zero Dollars: Should It Be Part of Your Estate Plan?
Aug 26, 2022
310: When Should You Sell Stocks? Why a Decision-Making Framework Can Bring You Investment Clarity
Aug 19, 2022
309: America’s National Debt: What it Means for Your Retirement with Former U.S. Comptroller General, David Walker
Aug 15, 2022
308: The Secret to Eliminating Investment Worries: Why it Begins with Meaning and Purpose
Aug 12, 2022
307: What is the Risk-Free Rate? 4 Ways to Manage it & Make Better Investment Decisions
Aug 05, 2022
306: Sharing Your Wisdom in Your Second Act with Chip Conley
Aug 01, 2022
305: Tax-Loss Harvesting in Down Markets: When You Should & When You Shouldn't
Jul 29, 2022
304: Calculating Your Retirement Spending Number: A Formula for Pinpointing Income Gaps
Jul 22, 2022
303: Professor Jeremy Siegel’s Advice for Managing Money and Emotions in a Recession
Jul 18, 2022
302: Bear Markets and Recession Risk: 3 Ways to Get Through Tumultuous Times
Jul 15, 2022
301: Volatility and Wealth Loss: How to Make Sense of Today’s Market Headlines
Jul 08, 2022
300: The Power of Financial Therapy: How to Improve Your Money Management Skills with Bari Tessler
Jul 04, 2022
299: You Need to Avoid These 5 Retirement Planning Mishaps. Here's How
Jul 01, 2022
298: Bear Markets and Your Emotions: How Retirees Should Handle Today's Volatility
Jun 24, 2022
297: Retirement Living: How to Find Your Happy Place with Ryan Frederick
Jun 20, 2022
296: 3 Economic Factors That Can Impact Your Retirement Income Plan
Jun 17, 2022
295: Ego is the Enemy: How to Manage Bias and Investment Risk with a Financial Plan
Jun 10, 2022
294: Case Study: Discovering the Power of Purpose with Richard Leider and Yvette Francino
Jun 06, 2022
293: 8 Misconceptions for Measuring Your Investment Risk
Jun 03, 2022
292: Amid Market Volatility, Here's What You Should Bear in Mind
May 27, 2022
291: The Art of Purposeful Aging with Richard Leider
May 23, 2022
290: Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips
May 20, 2022
289: The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients
May 13, 2022
288: How to Seek Out Unbiased Financial Advice with Jeff Levine
May 09, 2022
287: Why Is The Market Going Down?
May 06, 2022
286: Is It Really Better To Control Our Emotions?
Apr 29, 2022
285: The Path to a Purposeful ‘Unretirement’ with Richard Eisenberg
Apr 25, 2022
284: For Real Financial Security, Do NOT Do What Everyone Else Is Doing
Apr 22, 2022
283: The Yield Curve Just Inverted…Now What?
Apr 15, 2022
282: A New Theory on What Causes Inflation with Economist John Cochrane
Apr 11, 2022
281: Stop Trying To Optimize Your Retirement Plan
Apr 08, 2022
280: Interest Rates Are Getting Weird
Apr 01, 2022
279: Rejecting Ageism with Ashton Applewhite
Mar 28, 2022
278: Why Most Financial Advisors Do Not Provide Valuable Tax Planning
Mar 25, 2022
277: Why Critics of Bucketing Strategies are Wrong
Mar 18, 2022
276: Planning For Life After Work, Previously Known As Retirement with Don Ezra
Mar 14, 2022
275: Will the Optimists Triumph Yet Again?
Mar 11, 2022
274: Does Active Investing Outperform Passive Investing?
Mar 04, 2022
273: Practical Advice for Adult Children of Aging Parents with Linda Fodrini-Johnson
Feb 28, 2022
272: Is Life Insurance a Good Investment?
Feb 25, 2022
271: What is Comprehensive Financial Planning?
Feb 18, 2022
270: Helping Physicians and High-Income Earners Take Control of Their Finances with Dr. Jim Dahle
Feb 14, 2022
269: How Thinking About 'Future You' Can Build a Happier Life
Feb 11, 2022
268: Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets
Feb 04, 2022
267: How to Navigate Life Transitions and Master Change at Any Age with Bruce Feiler
Jan 31, 2022
266: The Problem With Precision In Financial Planning
Jan 28, 2022
265: Behavioral Biases And The Hierarchy Of Retirement Needs
Jan 21, 2022
264: Adding Common Sense Strategies to Your Retirement Plan with Christine Benz
Jan 17, 2022
263: 7 Principles to Help You Create Your Perfect Portfolio
Jan 14, 2022
262: What You’re Really Worried About When You’re Worried About Money
Jan 07, 2022
261: How Healthy Lifestyles Contribute to Greater Wealth with Dr. Glen Robison
Jan 03, 2022
260: The Most-Overlooked Tax Breaks for Retirees
Dec 31, 2021
259: Consider the Source – How to Cut Your Tax Bill
Dec 24, 2021
258: Embracing the Slow Movement and Enjoying a Richer Retirement with Carl Honoré
Dec 20, 2021
257: The Secret Is Out on 7.12% Inflation-Protected Bonds
Dec 17, 2021
256: An Actuarial Process for Better Decisions in Retirement
Dec 10, 2021
255: A High-Impact Transition into Your Third Act with Allan Milham
Dec 06, 2021
254: Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors
Dec 03, 2021
253: Learning to Embrace the Chaos & The End of History Illusion
Nov 26, 2021
252: Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox
Nov 22, 2021
251: Who the Happiest Retirees and Most Unhappy Retirees Are
Nov 19, 2021
250: Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility
Nov 12, 2021
249: Revolutionizing Retirement and Maximizing Your Bonus Years with Dorian Mintzer
Nov 08, 2021
248: Inflation vs. Stock Market Returns
Nov 05, 2021
247: The Good News for Upcoming Retirees
Oct 29, 2021
246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber
Oct 25, 2021
245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say
Oct 22, 2021
244: What You Need To Know About The Confusing Roth IRA Five-Year Rule
Oct 15, 2021
243: Rewiring to Retire with Dr. Gillian Leithman
Oct 11, 2021
242: Financial Conversation Starters for Couples
Oct 08, 2021
241: Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies
Oct 01, 2021
240: A Forecast of the Economy and Social Security with Larry Kotlikoff
Sep 27, 2021
239: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs
Sep 24, 2021
238: What The New Outlook For Social Security Means For You
Sep 17, 2021
237: Shifting Gears and Rethinking the Boundaries of Retirement with Richard Haiduck
Sep 13, 2021
236: My Investing Nightmare
Sep 10, 2021
235: Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization
Sep 03, 2021
234: Creating a Purposeful Work Life in Retirement with Bob Foley
Aug 30, 2021
233: How Can I Make Sure The Money I’ve Saved Will Last My Whole Retirement?
Aug 27, 2021
232: My 'Too Hard' Pile Is Pretty Big
Aug 20, 2021
231: Making a Successful Transition into Retirement with Joe Casey
Aug 16, 2021
230: What’s the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?
Aug 13, 2021
229: What I Learned From My 'Faux-tirement'
Aug 06, 2021
228: Why Retirement Is NOT the Goal with Kary Oberbrunner
Aug 02, 2021
227: Overthinking Your Money: Avoiding Analysis Paralysis
Jul 30, 2021
226: Kitces: The Big Problem With 'Risk Tolerance'
Jul 23, 2021
225: How to Create Tax-Free Income for Life with David McKnight
Jul 19, 2021
224: The Mysterious Order of Asset Withdrawal
Jul 16, 2021
223: Deconstructing The Complexities Of Decumulation
Jul 09, 2021
222: Living Your Best Retirement with George Schofield
Jul 05, 2021
221 - How to Prepare for a Retroactive Capital Gains Tax Hike
Jul 02, 2021
220: Getting the Goalpost to Stop Moving
Jun 25, 2021
219: Mending Relationships and Aging Gracefully in Retirement with Karl Pillemer
Jun 21, 2021
218: Quantifying the Risk-Return Tradeoffs of Investing
Jun 18, 2021
217: If Inflation Is Coming, Here Is What to Do About It
Jun 11, 2021
216: Making Smarter Financial Decisions with Annie Duke
Jun 07, 2021
215: Can You Retire with a Nest Egg That’s Too Big?
Jun 04, 2021
214: The Dimensions of Wealth: Influencing Your Financial Path
May 28, 2021
213: Managing Your Money with Financial Therapist Dave Jetson
May 24, 2021
212: Sleeping with Cash
May 21, 2021
211: Could SECURE Act 2.0 Fix The Retirement Crisis?
May 14, 2021
210: The Science Behind Financial Decisions with Dan Egan
May 10, 2021
209: When Should You Retire?
May 07, 2021
208: You Need A Little W.H.A.A.M. In Your Retirement Planning
Apr 30, 2021
207: Keys to Finding a Great Retirement Coach with Joanne Waldman
Apr 26, 2021
206: Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings
Apr 23, 2021
205: How Much Should You Worry About Inflation in Retirement?
Apr 16, 2021
204: Building Your Marriage & Wealth Together with Elle Martinez
Apr 12, 2021
203: 5 Easy Ways to Protect Your Retirement Savings From Taxes
Apr 09, 2021
202: Client Opportunities for Health Insurance Coverage Under the American Rescue Plan
Apr 02, 2021
201: The Future of Phased Retirement with Anna Rappaport
Mar 29, 2021
200: Retirement: How Much Cash Should You Hold?
Mar 26, 2021
199: How Much Income Will Your 401(k) Provide?
Mar 19, 2021
198: Navigating Career Transitions with Ken Coleman
Mar 15, 2021
197: Will The Real Retirement Income Number Please Stand Up?
Mar 12, 2021
196: How 10 Types of Retirement Income Get Taxed
Mar 05, 2021
195: The Psychology of Making Financial Decisions with Maria Konnikova
Mar 01, 2021
194: Does Your Portfolio Need Bitcoin?
Feb 26, 2021
193: Worried About Passing Down a Big IRA? Consider a CRT
Feb 19, 2021
192: How to Live a Big Life in Retirement with Fritz Gilbert
Feb 15, 2021
191: Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early Retirement
Feb 12, 2021
190: Where Are You Still Using Single-Ply?
Feb 05, 2021
189: Becoming Unhackable with Kary Oberbrunner
Feb 01, 2021
188: Are You Going to Be OK in Retirement?
Jan 29, 2021
187: Introducing a Hierarchy of Financial Wellness
Jan 22, 2021
186: The No-Regrets Retirement Plan with Robert Laura
Jan 18, 2021
185: Estate Planning for ‘Black Sheep’ Beneficiaries
Jan 15, 2021
184: Justin Donald Interviews Casey Weade: Create Your Job Optional Lifestyle
Jan 11, 2021
183: Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge
Jan 08, 2021
182: Retirement and Real Estate with Jason Hartman
Jan 04, 2021
181: 6 Surprising Benefits of Not Retiring When Your Spouse Does
Jan 01, 2021
180: Josh Brown & Friends Tell You What They Own in New Investing Book
Dec 25, 2020
179: Refusing to Retire with Steve Parrish
Dec 21, 2020
178: Sacrifice Throws
Dec 18, 2020
177: The D.O.S. Conversation - Setting and Achieving Your Goals
Dec 11, 2020
176: Confessions, Mistakes and Insights from Former Financial Advisor Joe Saul-Sehy
Dec 07, 2020
175: Year-End Tax Planning Under The Forthcoming Biden Presidency
Dec 04, 2020
174: What a Cash Out Refinance Means for Retirees
Nov 27, 2020
173: Making Sense of Medicare with Danielle Roberts
Nov 23, 2020
172: Year-End Retirement Planning Deadlines for 2020
Nov 20, 2020
171: What's Really Guaranteed With Fixed Rate Annuities?
Nov 13, 2020
170: Giving Back in Retirement with Phil Cubeta
Nov 09, 2020
169: What If Stocks Don't Always Go Up? Advice for Millennials
Nov 06, 2020
168: What the Coronavirus Means for the Future of Financial Planning
Oct 30, 2020
167: Your Breadcrumb Legacy and Sage-ing with Dr. Jann Freed
Oct 26, 2020
166: Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis
Oct 23, 2020
165: The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities
Oct 16, 2020
164: The Hidden Benefits of Life Insurance with Jim Bowman
Oct 12, 2020
163: Does Conflict-Free Advice Exist?
Oct 09, 2020
162: Retirement Tools That Are Misunderstood Yet Useful
Oct 02, 2020
161: Healing & Longevity through Functional Medicine with Sachin Patel
Sep 28, 2020
160: 8,000 Days - An Entire Phase of Your Life Waiting to be Invented
Sep 25, 2020
159: Do You Believe Fake News About Retirement?
Sep 18, 2020
158: Women and Investing with Meredith Jones
Sep 14, 2020
157: Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary Beneficiary
Sep 11, 2020
156: These Boomers Just Made Massive Retirement Mistakes — Don’t Be One of Them
Sep 04, 2020
155: The Geometry of Wealth with Brian Portnoy
Aug 31, 2020
154: How To Build Social Security’s Insecurity Into Your Retirement Plan
Aug 28, 2020
153: Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story
Aug 21, 2020
152: Retire Inspired with Chris Hogan
Aug 17, 2020
151: Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions
Aug 14, 2020
150: Is 55 Too Early To Retire? What You Need To Retire Early
Aug 07, 2020
149: Financial Life Planning with Carolyn McClanahan
Aug 03, 2020
148: Try Summing Up Your Retirement Motto in Just 7 Letters
Jul 31, 2020
147: Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. - Weekend Reading
Jul 24, 2020
146: Defining Your Purpose & Living Your Legacy with Chris Smith
Jul 20, 2020
145: How to Plan for a Smaller Social Security Check
Jul 17, 2020
144: 33 Things I Stole From People Smarter Than Me on the Way to 33 - Weekend Reading
Jul 10, 2020
143: Growing Up as a Ramsey, Budgeting and Debt with Rachel Cruze
Jul 06, 2020
142: Happiness & the Gorilla - Weekend Reading
Jul 03, 2020
141: Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free
Jun 26, 2020
140: Your Happiness Portfolio for Retirement with Marianne Oehser
Jun 22, 2020
139: A Rare Second Chance to Protect Nest Egg Savings
Jun 19, 2020
138: Does Gold Belong in a Retirement Portfolio?
Jun 12, 2020
137: Longevity and Purpose with Billionaire Dwayne Clark
Jun 08, 2020
136: Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
Jun 05, 2020
135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading
May 29, 2020
134: Rediscover Your Childlike Wonder with John O'Leary
May 25, 2020
133: Your Financial Advisor May Not Actually Be An ‘Advisor’
May 22, 2020
132: Is Buying An Annuity In A Bear Market A Good Idea?
May 15, 2020
131: Your Mental Wealth with Dr. Brad Klontz
May 11, 2020
130: Retirement Or A 'Third Act': What Will You Choose? - Weekend Reading
May 08, 2020
129: The Missing Ingredient in Most Retirement Plans - Weekend Reading
May 01, 2020
128: The Future of Real Estate Investing with Jason Hartman
Apr 27, 2020
127: Is Now a Good Time to Invest? - Weekend Reading
Apr 24, 2020
126: 10 Conversations Advisors Should be Having with Their Clients Right Now - Weekend Reading
Apr 17, 2020
125: The End of Retirement with Political Economist, John Tamny
Apr 13, 2020
124: What You Need To Do If You Lose Your Job - Weekend Reading
Apr 10, 2020
123: How a Professor of Finance Designed His Own Retirement
Apr 06, 2020
122: Coronavirus Relief Bill Relaxes Rules on Retirement Savings - Weekend Reading
Apr 03, 2020
121: The Safety First Approach to Retirement Income with Wade Pfau
Mar 30, 2020
120: What Goes Down Must Come Up? Not With Stock Market - Weekend Reading
Mar 27, 2020
119: Postmortem Tax Planning For IRA Distributions After The SECURE Act - Weekend Reading
Mar 20, 2020
118: Bonus: Bear Market Strategies and the Coronavirus
Mar 18, 2020
117: Coronavirus and Your Retirement with Daniel Crosby
Mar 16, 2020
116: Annuity Age Restrictions: Too Old or Too Young? - Weekend Reading
Mar 13, 2020
115: If You’ll Still be Working at Age 65, Here’s How to Handle Medicare - Weekend Reading
Mar 06, 2020
114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight
Mar 02, 2020
113: The Next Big Retirement Threat — Keeping Your Job Past 50 - Weekend Reading
Feb 28, 2020
112: What if You Retired at Market Peak - Weekend Reading
Feb 21, 2020
111: How To Create a Powerful Fitness Routine at Any Age with Nate Palmer
Feb 17, 2020
110: Retirement Spending 101: The Do’s And Don’ts - Weekend Reading
Feb 07, 2020
109: How to Downsize Your Life (and Upsize Your Lifestyle) with John and Ingrid Sullivan
Feb 03, 2020
108: Case Study - Why We Can Be Cash-Heavy In Retirement
Jan 31, 2020
107: A Widow's Broker Made a Huge Mistake - Weekend Reading
Jan 24, 2020
106: How to Set Meaningful Goals in Retirement with George Schofield
Jan 20, 2020
105: 4 Reasons to Avoid Multiple Financial Advisors - Weekend Reading
Jan 17, 2020
104: The 9 Types of People You'll Meet in Retirement - Weekend Reading
Jan 10, 2020
103: How to Choose the Right Financial Advisor with Brad Johnson
Jan 06, 2020
102: How To Turn Your Pension Cash Value Into The Most Retirement Income - Weekend Reading
Jan 03, 2020
101: Observations from the Brink of Retirement - Weekend Reading
Dec 27, 2019
100: How To Talk To Your Aging Parents About Money with Cameron Huddleston
Dec 23, 2019
099: The Extreme Risk of Trading Your Own Retirement Assets - Weekend Reading
Dec 20, 2019
098: Dealing With Depression In Retirement + This Retirement Risk Can Kill You - Weekend Reading
Dec 13, 2019
097: How to Retire Abroad with Keith & Tina Paul
Dec 09, 2019
096: Retirement Planning, Step 6: Tax Planning
Dec 06, 2019
095: Retirement Planning, Step 5: Estate Planning
Nov 29, 2019
094: Empowering Widows Financially with Dr. Kathleen Rehl
Nov 25, 2019
093: Retirement Planning, Step 4: Growth
Nov 22, 2019
092: Retirement Planning, Step 3: Income Planning
Nov 15, 2019
091: How Baby Boomers are Reinventing Retirement with Dr. Sara Geber
Nov 11, 2019
090: 4 Big Considerations Before You Retire - Weekend Reading
Nov 08, 2019
089: Retirement Planning, Step 2: Liquidity
Nov 01, 2019
088: The Philosophical Questions Behind Retirement with Mitch Anthony
Oct 28, 2019
087: Retirement Planning, Step 1: Purpose
Oct 25, 2019
086: 12 Reasons LTC Planning Matters to Women - Weekend Reading
Oct 18, 2019
085: Making Sense of Social Security with Mary Beth Franklin
Oct 14, 2019
084: Setting Up Our Kids For A Successful Retirement
Oct 11, 2019
083: Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses - Weekend Reading
Oct 04, 2019
082: Recovering from Bankruptcy and Creating a Legacy of Love with Ken Wimberly
Sep 30, 2019
081: Lower Your Expectations for Returns Over the Next Decade - Weekend Reading
Sep 27, 2019
080: ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why - Weekend Reading
Sep 20, 2019
079: Rewriting The Narrative of Growing Up, Growing Older, and Growing Richer with Karen Sands
Sep 16, 2019
078: A Recession Won't Wreck Your Retirement...But This Will - Weekend Reading
Sep 13, 2019
077: Healthcare Costs, RMD Timing, Retirement Myths, and More - Weekend Reading Roundup
Sep 06, 2019
076: How to “Live Forever” and Find Fulfillment and Happiness in our Longer Lives
Sep 02, 2019
075: Principles of Retirement Planning, Part 4: The Purpose of Your Money
Aug 30, 2019
074: Principles of Retirement Planning, Part 3: Tax Buckets
Aug 23, 2019
073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava
Aug 19, 2019
072: Principles of Retirement Planning, Part 2: The 3 Worlds of Investments
Aug 16, 2019
071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?
Aug 09, 2019
070: How to Manage the Psychological Effects of Retirement with Robert Delamontagne
Aug 05, 2019
069: How Does Sequence Of Returns Risk Impact Your Retirement? - Weekend Reading
Aug 02, 2019
068: Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns - Weekend Reading
Jul 26, 2019
067: How to Use Your “Halftime” to Make a Difference with Dean Niewolny
Jul 22, 2019
066: I retired at 34 with $3 million—here are 5 downsides of early retirement - Weekend Reading
Jul 19, 2019
065: The Earnings Test and the Capital Gains Tax Break - Weekend Reading
Jul 12, 2019
064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder
Jul 08, 2019
063: Beware the 'Widow's Penalty' Tax Trap - Weekend Reading
Jul 05, 2019
062: Why the Buying Power of Social Security Benefits Has Plummeted - Weekend Reading
Jun 28, 2019
061: How Women Can Prepare For Retirement with Jean Chatzky
Jun 24, 2019
060: How Worried Should I Be About the 'Tax Torpedo'? - Weekend Reading
Jun 21, 2019
059: SEC passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback - Weekend Reading
Jun 14, 2019
058: A Deep Dive into Annuities with Richard Kado
Jun 10, 2019
057: What You Need To Know About Washington State's Public Long-Term Care Insurance Program - Weekend Reading
Jun 07, 2019
056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading
May 31, 2019
055: How to Navigate The Changing Retirement Landscape with David Blanchett
May 27, 2019
054: Retirees, Weigh a Pension Lump Sum Offer Carefully - Weekend Reading
May 24, 2019
053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading
May 17, 2019
052: Discover the Power of Gratitude with John Israel’s Mr. Thank You Project
May 13, 2019
051: What Is The "Bucket" Approach Strategy To Retirement Income Planning? - Weekend Reading
May 10, 2019
050: More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients - Weekend Reading
May 03, 2019
049: How to Live Your Next3rd with Kris Van Der Pas-Norenius
Apr 29, 2019
048: How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time - Weekend Reading
Apr 26, 2019
047: New Annuities Starting to Address RMDs - Weekend Reading
Apr 19, 2019
046: How To Stay Present, Benefit From Past Memories, and Plan For The Future with Laurie Cameron
Apr 15, 2019
045: Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers - Weekend Reading
Apr 12, 2019
044: Weekend Reading - What Does Passing on Values to the Next Generation Really Look Like?
Apr 05, 2019
043: How To Make The Most of Your Second Act with Dr. Paul Ward
Apr 01, 2019
042: Making the Most of a Health Savings Account Once You Turn Age 65
Mar 22, 2019
041: How to Live Your Retirement in the Front Row with Jon Vroman
Mar 18, 2019
040: Weekend Reading - Supercharge Your Lifetime Retirement Benefits
Mar 15, 2019
039: Weekend Reading - Should Retirees Hold on to Equities? Not Necessarily
Mar 08, 2019
038: Turning Tragedy into Opportunities to Survive and Thrive with Dave Sanderson
Mar 04, 2019
037: Weekend Reading - Teach Your Children Well - Money lessons for the Grandkids
Mar 01, 2019
036: Weekend Reading - Is Retiring at the Average Age a Smart Move?
Feb 22, 2019
035: How Grove Founder is Making Online Financial Advisory Easier than Ever with Chris Hutchins
Feb 18, 2019
034: Weekend Reading - How Likely is it That Social Security Will Go Broke?
Feb 15, 2019
033: Weekend Reading - 2 Retirement Killers And How To Avoid Them
Feb 08, 2019
032: How To Get (or Stay) Fit in Retirement with Jim Owen
Feb 04, 2019
031: Client Case Study - How One Couple Successfully Stepped Into Retirement
Feb 01, 2019
030: Weekend Reading: Why Wealthy People May Want to Take Social Security at Age 62
Jan 25, 2019
029: How to Find the Right Retirement Planner For You with Jamie Hopkins
Jan 21, 2019
028: Weekend Reading - Navigating the Financial Side of a Relationship
Jan 18, 2019
027: Finding Adventure & Purpose Later in Life with Hans Finzel and Rick Hicks
Jan 07, 2019
026: Weekend Reading - New 401(K) Legislation Could Bring Big Changes For Retirement Savers
Jan 04, 2019
025: Retirement Planning for the Unwealthy and the Power (and Danger) of Data with Dirk Cotton
Dec 24, 2018
024: Weekend Reading: End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts
Dec 21, 2018
023: How To Plan Your Second-Act Career with Nancy Collamer
Dec 10, 2018
022: Weekend Reading: Young Savers Can’t Assume Roths Are Right for Them
Dec 07, 2018
021: Weekend Reading - 5 Tax Strategies for Small-Business Owners
Nov 30, 2018
020: Financial Independence vs. Financial Freedom with Garrett Gunderson
Nov 26, 2018
019: Weekend Reading -- The No. 1 IRA Mistake
Nov 23, 2018
018: Weekend Reading - Kitces: Are Retiree Health Care Costs Overblown?
Nov 16, 2018
017: Why Smart Women Finish Rich with David Bach
Nov 12, 2018
016: Weekend Reading - How to Prepare for the Next Financial Storm That's Coming!
Nov 09, 2018
015: Weekend Reading - 5 quirky IRA Rules You Never Heard Of
Nov 02, 2018
014: Finding Your Purpose and the Importance of Fulfillment - with Todd Tresidder
Oct 29, 2018
013: Weekend Reading - Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP
Oct 26, 2018
012: Weekend Reading - Social Security: 3 Things Democrats and Republicans Actually Agree On + Why Retirees' Tax Rates May Be Higher Than They Expect
Oct 19, 2018
011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau
Oct 15, 2018
010: Weekend Reading - How Birth Year Shapes A Generational Experience In Stock Market Investing
Oct 12, 2018
009: Weekend Reading - Most Americans in the Dark on Key Deductions & Rules + 6 Facts Every Parent Should Know About 529 Tax Deductions
Oct 05, 2018
008: Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken
Oct 01, 2018
007: Weekend Reading - What Helps or Hurts Investment Returns? Here’s a Ranking
Sep 28, 2018
006: Weekend Reading - How DFA is Superior to Index Funds: An Analysis
Sep 21, 2018
005: Teaching Your Kids About Money Management with John Lanza
Sep 17, 2018
004: Weekend Reading - The 3 Major Changes in Trump's Retirement Executive Order
Sep 14, 2018
003: Choosing Happiness with John Leland
Sep 03, 2018
002: Weekend Reading: New Retirees, Don't Overlook this Tax Planning Sweet Spot
Sep 03, 2018
001: Transitioning from Day Job to Dream Job with Kary Oberbrunner
Sep 03, 2018