Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the second step of the process, "Liquidity"

Find out more during today's conversation at RetireWithPurpose.com/89 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/89

Rate & Review the Podcast: RetireWithPurpose.com/review

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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

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, “When are we going to get to tax strategies? When are we going to get to income strategies?” We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from the teachings of Mitch Anthony.

I’ve been inspired by Mitch since I was in high school. Mitch is the author of many books, including The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want. I’ve been following his work for decades, gifted his books dozens of times, and I’m honored to have a chance to interview him.

Mitch joins the podcast today to discuss how he helps his clients find purpose in life as they plan for retirement, how changing attitudes toward aging has affected people in mindset, health, and longevity, and how to find a sustainable balance between vocation and vacation - no matter what stage of life you’re in.

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/88

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Today is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series with our first step, "Purpose". Find out more during today's conversation at RetireWithPurpose.com/87 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/87

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

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

This week's retirement reading is from ThinkAdvisor, titled 12 Reasons LTC Planning Matters to Women. 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/86 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/86

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

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Few people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at InvestmentNews, a nationally recognized expert in Social Security claiming strategies, and a frequent public speaker. With a background as a Capitol Hill reporter and experience as a retirement and tax editor at a national magazine, she’s an authority on retirement income planning. 

Today, Mary Beth joins the podcast to answer your many questions about Social Security. You’ll learn how Social Security became the overly complicated system that it is today, why you may want to delay taking your benefits (or take them early), and how best to accurately get a sense of when to start taking withdrawals (and what you’ll owe). Most importantly, you’ll find out how to avoid the bad advice that so many retirees get - and learn how to create a plan that will work for you and your family.

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/85

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

This week's retirement reading is from Forbes, titled Setting Up Our Kids For A Successful 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/84

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/84

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

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

This week's retirement reading is from Kiplinger, titled Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses. 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/83

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/83

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

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Ken Wimberly hasn’t just gone bankrupt - he’s lived to tell the tale. After having success in the real estate industry, overspending and the Great Recession forced Wimberly to shrink his financial life and pay off hundreds of thousands of dollars in debt. 

As he rebuilt his financial life, Ken also founded Legacy of Love: a digital parent-to-child or grandparent-to-child journaling platform. It's a place to capture moments, save memories, leave lessons, document photos, or videos, voice notes, voicemails, and capture little moments of life that might otherwise pass with time. 

Today, Ken joins the podcast to share the story of his financial mistakes and comeback, the power of digital scrapbooking, and the importance of passing along knowledge - financial and otherwise - to future generations.

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/82

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

This week's retirement reading is from Kiplinger, titled Lower Your Expectations for Returns Over the Next Decade. 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/81

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/81

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

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

This week's retirement reading is from ThinkAdvisor, titled ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why. 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/80

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/80

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

Disclosure: 

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.