This week's retirement reading is from Forbes titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/244.  Show Notes: RetireWithPurpose.com/244 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Retire With Purpose: The Retirement Podcast

244: What You Need To Know About The Confusing Roth IRA Five-Year Rule

Dr. Gillian Leithman, PhD is an adjunct professor at the John Molson School of Business, as well as a researcher and expert uniquely focused on helping employees as they transition from the working world into retirement.  She’s facilitated programs for a wide variety of businesses and organizations, including Bell Canada, TD Canada Trust, Telus, Business Development Canada, SAP, Moody’s, and the RCMP–just to name a few. And her work has been featured in Forbes, the Montreal Gazette, Reader’s Digest, the National Post and many more. She’s extensively studied how workforces age and transition into retirement, and has an incredible amount of first hand knowledge from her many interviews with pre-retirees and retirees. On top of all of this, she’s also the co-creator of the Certified Professional Retirement Coach designation, which allows students to become certified retirement coaches. In our conversation, Gillian and I talk about why she became so interested in retirement at such an early age in her own life, how our quest for work/life balance can create real problems once we retire, and the big takeaways from her workbook, Rewire to Retire: Five Crucial Questions You Must Ask Yourself Before You Retire That Have Nothing To Do With Money. Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will provide a copy for free. It’s that simple! Show Notes: RetireWithPurpose.com/243 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

243: Rewiring to Retire with Dr. Gillian Leithman

This week's retirement reading is from Kiplinger titled Financial Conversation Starters for Couples. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/242.  Show Notes: RetireWithPurpose.com/242 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

242: Financial Conversation Starters for Couples

This week's retirement reading is from Advisor Perspectives, titled  Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/241.  Show Notes: RetireWithPurpose.com/241 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

241: Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies

Today I’m speaking to Laurence (Larry) Kotlikoff. Larry is a professor of economics at Boston University, a New York Times best-selling author, and the president of Economic Security Planning, where he works to produce powerful personal financial planning tools.  For much of his career, including two Presidential runs in 2012 and 2016, he’s been uniquely focused on personal finance and economic reform. He believes that we have the power to improve our individual economic futures, as well as our nation and our planet’s–but that there are real challenges along the way. In today’s conversation, Larry and I dig into the major problems facing the American economy in 2021, why higher taxes are all but inevitable (and why our government fails to tax so many people correctly), and how to evaluate Social Security to make the most of your potential benefits.  One more thing before we get started. We’ve got a bunch of copies of Larry’s book,  Get What's Yours: The Secrets to Maxing Out Your Social Security, and we're going to send them out until they're all gone! Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It’s that simple! Show Notes: RetireWithPurpose.com/240 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

240: A Forecast of the Economy and Social Security with Larry Kotlikoff

This week's retirement reading is Kiplinger, titled 3 Ways Early Retirees Can Minimize Their Health Insurance Costs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/239.  Show Notes: RetireWithPurpose.com/239 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

239: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs

This week's retirement reading is Forbes, titled What The New Outlook For Social Security Means For You. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/238.  Show Notes: RetireWithPurpose.com/238 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

238: What The New Outlook For Social Security Means For You

Today, I’m speaking with Richard Haiduck. Richard is a real-life retiree not just living out their dream, but helping so many others elevate their experience in retirement. He’s challenged the boundaries of his own retirement, using the freedom of the blank slate to prioritize what matters most to him. In his book, Shifting Gears, he speaks to 50 Baby Boomers about their journeys into the world of retirement. If there’s one thing he’s learned, it’s that retirees have an unbelievable amount of freedom and a wide range of choices, whether that means summiting Mount Kilimanjaro at the age of 70 after two hip surgeries or simply volunteering and reading books.  In today’s conversation, Richard and I talk about the artificial boundaries of retirement, how he found the people and stories he decided to include in his book, creating amazing family businesses, and the beauty of being able to walk away from what doesn’t serve you. GET A FREE COPY OF RICHARD’S BOOK, SHIFTING GEARS. Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It’s that simple! Show Notes: RetireWithPurpose.com/237 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

237: Shifting Gears and Rethinking the Boundaries of Retirement with Richard Haiduck

This week's retirement reading is from Of Dollars And Data, titled My Investing Nightmare. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/236.  Show Notes: RetireWithPurpose.com/236 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

236: My Investing Nightmare

This week's retirement reading is from Kitces, titled Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/235.  Show Notes: RetireWithPurpose.com/235 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

235: Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization

Today, I’m speaking with Bob Foley. Bob has helped launch billion-dollar companies, several nonprofits, and worked for many major brands in the country. His current venture and sole focus is Legacy Transition Coaching, where he helps his clients focus on the non-financial aspects of retirement, to let go of their corporate identities, and create a new life on their own terms.  Bob thinks about retiring with purpose and his work from a remarkably specific angle. He’s uniquely focused on helping answer questions of lifestyle, tackling issues of ageism, and navigating life and work after the loss of a spouse or partner–among many other issues affecting retirees today. In this conversation, Bob shares the story of his unique journey into the world of retirement coaching, proposes new ideas and concepts for people transitioning out of full-time careers (especially when leaving the corporate world), and how to create more meaning, purpose and balance in life at any age. Show Notes: RetireWithPurpose.com/234 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

234: Creating a Purposeful Work Life in Retirement with Bob Foley

This week's retirement reading is from Market Watch, titled How Can I Make Sure The Money I’ve Saved Will Last My Whole Retirement?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/233.  Show Notes: RetireWithPurpose.com/233 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

233: How Can I Make Sure The Money I’ve Saved Will Last My Whole Retirement?

This week's retirement reading is from Morning Star, titled My 'Too Hard' Pile Is Pretty Big. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/232.  Show Notes: RetireWithPurpose.com/232 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

232: My 'Too Hard' Pile Is Pretty Big

Today, I’m speaking with Joe Casey. Joe is an Executive Coach and Retirement Coach with extensive experience navigating transitions, both in his own life and with his clients. At the age of 52, he retired early from his career in Human Resources at Merrill Lynch to become an executive coach. Since then, he has dedicated his life to helping people create successful second act careers and get the most out of their retirement. Joe earned his coaching certification from Columbia University and is a Certified Retirement Coach through Retirement Options. He is also a Certified Designing Your Life Coach through Bill Burnett and Dave Evans, authors of Designing Your Life. In today’s episode, Joe and I dig into the different types of coaching he offers and how he is helping so many people successfully transition into retirement. We also discuss some reasons why so many people are afraid of retiring instead of embracing it, and the incredible potential that the largest generation in history has right now to make an impact in the world today for future generations. Show Notes: RetireWithPurpose.com/231 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

231: Making a Successful Transition into Retirement with Joe Casey

This week's retirement reading is from the Wall Street Journal, titled What’s the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/230.  Show Notes: RetireWithPurpose.com/230 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

230: What’s the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?

Retire With Purpose is a podcast that prepares you for retirement. It's a show designed for those retirees and pre-retirees looking to maximize their financial efficiency and fulfill their life’s purpose during their retirement years. Based on Casey’s experience offering financial consultation to thousands of individuals across the US, it could mean doubling your retirement income, cutting your taxes in half, or both! Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financial news and resources on topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, wealth transfer and estate planning strategies, long-term healthcare, social security and much more. Casey has ran one of the fastest growing and most successful retirement planning companies in the US for over a decade, putting his firm in the top 1 percent of independent advisory practices in the country. He is now ready to share the cutting edge retirement strategies with you that has led his practice to get to where it is today. 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. These messages have been delivered by Casey through authoring multiple retirement planning books, airing over 200 television shows, 300 radio shows and appearing on major news outlets across the country. charlie@podpostmedia.com

hubhopper

Retire With Purpose: The Retirement Podcast

hubhopper