Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns. Today's article comes from FA-mag.com titled, The Connection Between Index Investing And Direct Indexing. 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/433 Rate & Review the Podcast: RetireWithPurpose.com/review  

433: Direct Indexing and the Evolution of Investment Tools

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.

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Does the perfect asset allocation exist? To create a retirement portfolio that aligns with your long-term financial goals and needs, you might find your savings reap the most benefit by taking an international approach.  In this episode, we discuss:   Conflicting opinions around the four percent rule. What does a “safe withdrawal rate” really mean? Why you need to know about the “Ulcer Index”. The risk of home country bias.  Today's article comes from PortfolioCharts.com titled, What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios. 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/438 Rate & Review the Podcast: RetireWithPurpose.com/review  

438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio

Do you have a clear understanding of your financial risk tolerance? Is your money truly aligned with what’s most important to you in life? Although the actions you take along your investment journey might often feel complex, you can make the process less overwhelming by focusing on one word: Simple.  In this episode, we discuss:  How to understand why you’re making certain financial decisions. The three-point risk triangle and how it can help you make better investment choices. The risks associated with not understanding your investments. How to factor tax implications into your investment decisions.  Today's article comes from DariusForoux.com titled, 12 Simple Questions You Should Ask Before Making Investing Decisions. 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/437 Rate & Review the Podcast: RetireWithPurpose.com/review  

437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself

Are you a risk seeker or a risk mitigator? Although both can find success, it’s important to understand your style.  In this episode, we discuss:   The correlation between golf tactics and investment strategies by adopting either a risk-taking or risk-averse stance Why it's dangerous to emotionally swap back and forth between risk styles based on market conditions  Today's article comes from CollabFund.com titled, Risk Seeking vs. Mitigating. 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/436 Rate & Review the Podcast: RetireWithPurpose.com/review  

436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio

Today, I’m talking to Dr. Tom Kamber. Tom is the founder and executive director of Older Adults Technology Services (OATS) and Senior Planet. He is a leading expert on aging and technology and has provided award-winning programs for older adults across America.  Tom has taught courses on technology, urban studies, and philanthropy at Columbia University, is widely published in professional and academic journals, and is a co-founder of the Afro-Latin Jazz Alliance which has won multiple Grammy awards. In our conversation, Tom and I dig into common questions retirees have about technology, how to leverage technology like AI to get more out of retirement, and some best practices to protect yourself from fraud and identity theft. In this podcast interview, you’ll learn:  Why people are so tired of talking about legacy–and why it’s making an impact that really matters.  The encounter with an 80-year-old woman who fell in love with dance later in life that radically shifted Tom’s perspective and practice.  How to address older people’s anxieties, resistance, or discomfort around new technology–and how Tom gets people over the age of 50 to participate in the Senior Planet community. Why Tom believes AI has huge potential to empower seniors. How to deal with common scams including identity theft, gift card fraud, stolen passwords, and relatives who are supposedly in trouble.   Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/435 Rate & Review the Podcast: RetireWithPurpose.com/review  

435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber

Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement.  In this episode, we discuss:   Self-awareness and recognizing patterns of behavior, including letting go of behaviors that no longer serve us The importance of truly understanding yourself, your core values and your purpose in life Setting meaningful goals aligned with your personal values The difference between a behavior and a habit and the pros and cons of habit stacking  Today's article comes from Global English Editing titled, If you want a more meaningful life, say goodbye to these 9 behaviors. 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/434 Rate & Review the Podcast: RetireWithPurpose.com/review  

433: Direct Indexing and the Evolution of Investment Tools

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