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Retire with Purpose from Howard Bailey Financial
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Добавлен 19 июл 2016
Welcome to Retire with Purpose - video resources that focus on helping retirees and pre-retirees maximize their financial efficiency and fulfill their life’s purpose during their retirement years.
Casey Weade is a Certified Financial Planner™ (CFP®), President of Howard Bailey Financial, and author of the Wall Street Journal best-selling book, "Job Optional." Through the Retire With Purpose Podcast, Radio and TV Programs, and general education videos, Casey shares thoughts and ideas from helping thousands of families achieve financial freedom, as well as from today’s premier experts in the field of retirement.
☎️ SCHEDULE A 15-MINUTE PHONE CONSULTATION:
howardbailey.com/contact-youtube
Casey Weade is a Certified Financial Planner™ (CFP®), President of Howard Bailey Financial, and author of the Wall Street Journal best-selling book, "Job Optional." Through the Retire With Purpose Podcast, Radio and TV Programs, and general education videos, Casey shares thoughts and ideas from helping thousands of families achieve financial freedom, as well as from today’s premier experts in the field of retirement.
☎️ SCHEDULE A 15-MINUTE PHONE CONSULTATION:
howardbailey.com/contact-youtube
I'm 60 with $1 Million: How to generate $50,000/year in retirement income?
Retirement Income Strategy: If you're nearing retirement or already retired, ensuring a consistent income without depleting your principal is crucial. In this video, we'll explore how a couple with a $1 million portfolio can generate $50,000 annually while preserving their principal. We discuss traditional allocation methods, including conservative and aggressive portfolios, and reveal an alternative strategy that provides guaranteed income for life. Stay tuned as we run the numbers on multiple scenarios and help you choose the best approach for your retirement. Don't forget to drop your questions in the comments!
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Просмотров: 868
Видео
I'm 60 with $2 Million: What's the Right Investment Allocation to Retire in 5 Years?
Просмотров 12 тыс.14 дней назад
Retirement Asset Allocation: Are you 60 years old with $2 million in your portfolio and planning to retire in five years? In this video, Casey Weade breaks down the best investment allocation strategies for pre-retirees. Learn how to balance your portfolio, understand the importance of the bond tent strategy, and protect yourself from sequence of returns risk. Don’t miss out on these critical i...
Bond Ladders in 2024: How to Use Bonds to Secure Your Retirement?
Просмотров 4,6 тыс.21 день назад
Bonds for Retirement: Are you exploring ways to create reliable retirement income using bonds but unsure how to start? In this video, Casey Weade, CEO and founder of Howard Bailey Financial, breaks down the basics of bonds and explains how to leverage them effectively for a secure retirement. From understanding bond types to the advantages of owning individual bonds over bond funds, we dive dee...
I'm 55 with $1.2 Million: How To Retire at 62 with $6,000/Month
Просмотров 9 тыс.Месяц назад
Retire at 62: What are the best investment strategies for someone who is 55? How much do I need to save for a comfortable retirement? In this video, Casey Weade dive deep into common retirement planning questions and provide expert advice for various financial scenarios. Whether you're 50 with $500K saved, 60 with $1 million, or anywhere in between, we address key queries such as how much you s...
I'm 68 with $1.5 Million: Is it Enough to Spend $10,000/Month in Retirement?
Просмотров 3 тыс.Месяц назад
Retirement Withdrawal Strategies: Can I retire with $1.5 million and comfortably spend $10,000 a month? How do I effectively navigate taxes, Social Security, and portfolio risks in retirement? Join financial expert Casey Weade as he walks Bob and Diane through their retirement planning journey in this informative video. Discover key strategies for building a secure financial future, including i...
I'm 55 with $400K: What Do I Do With My 401k When I Retire?
Просмотров 4,2 тыс.Месяц назад
Retirement Withdrawal Strategies: What do you do with your 401k in Retirement? In this video, Casey Weade explains your 3 primary options: leaving it alone, cashing it out, or rolling it over to an IRA. He discusses the pros and cons of each and six key factors, including cost, control, investment options, consolidation, ease of use, and coordination. Casey also covers important nuances like af...
Retirement Income Strategy: How to Invest in Stocks for a Secure Retirement
Просмотров 13 тыс.2 месяца назад
Early Retirement Planning: Are high PE ratios a warning sign for retirees looking to invest? What is the PE10 ratio and how is it useful? In this video, Casey Weade addresses key questions about investing in the stock market in this video. He explains how to determine if a stock is at a good price, understand the value through the PE ratio, and evaluate whether now is the right time to invest. ...
I'm 65 with $500K in 401k and Own Company Stock: What's the Best Tax Strategy to Save $100K?
Просмотров 2,7 тыс.2 месяца назад
Tax Saving Strategies: Should I roll my 401k into an IRA or use the NUA strategy? Is it better to hold or sell my employer stock in retirement? In this video, Casey Weade, CEO and founder of Howard Bailey Financial, explores the best strategies to save on taxes with your 401k, including employer stock. Learn about the benefits and implications of rolling over your 401k to an IRA versus using th...
Sequence of Returns Risk: How to Protect Your Retirement from a Stock Market Crash
Просмотров 2,3 тыс.2 месяца назад
Stock Market Crash in Retirement: If the stock market drops, will you be okay? How can you protect your retirement savings? In this video, Casey Weade addresses these critical concerns for retirees facing market volatility. Casey introduces a straightforward calculation to help you gauge your financial security during market downturns. He explains the three worlds of investments and offers guid...
I'm 62 with $800K in IRA: Do I Have Enough to Retire and Spend $6,000/Month?
Просмотров 9 тыс.3 месяца назад
Early Retirement Planning: Are you prepared for retirement? Do you know if your retirement funds are sufficient? In this video, Casey Weade tackles these critical questions. We introduce the concept of the Retirement Funded Ratio to help you assess your financial readiness. Are your assets greater than your liabilities? How do you accurately calculate the present value of your retirement saving...
Retirement Planning: 3 Strategies to Reduce Your Retirement Taxes and Save $70K
Просмотров 3,9 тыс.3 месяца назад
Retirement Tax Strategies: Questions about tax-efficient retirement savings? This video delves into the most tax-efficient ways to save for retirement and generate tax-efficient income. We'll explore different tax-saving strategies, including understanding your tax buckets, using Roth IRAs, HSAs, and annuities, and maximizing after-tax retirement income. If you're a high-income earner nearing r...
I'm 55 with $1 Million: How Much Can I Expect to Spend in My Retirement?
Просмотров 42 тыс.3 месяца назад
Retirement Income Strategies: Are you 55 with $1 Million saved and wondering if you can retire at 65? This video dives into critical retirement planning strategies, including optimizing Social Security benefits, tax efficiency, expense management, and long-term care planning. Join us for an insightful discussion and get the answers to your most pressing retirement questions. Learn how to build ...
I'm 66 with $3 Million: How Do I Pay Less Taxes in Retirement and Save Up to $600K
Просмотров 9 тыс.3 месяца назад
Retirement Taxes: Are you worried about your retirement savings and maximizing your Social Security benefits? Unsure about the best tax strategies to optimize your income in retirement? Join us for an insightful discussion where we dive into real-life examples of retirement planning, Social Security optimization, and tax strategies. Learn how simple adjustments can make a significant impact on ...
I'm 62 with $1 Million: Can I Retire Early and Withdraw Social Security Now or Wait Until 67?
Просмотров 21 тыс.4 месяца назад
Early Retirement Planning: Is filing for Social Security at 62 the best choice for maximizing retirement benefits? In this insightful video, financial expert Casey Weade tackles the tough questions surrounding when to file for Social Security. Should you file early or wait? What's the full retirement age, and how does it impact your benefits? Join us as we delve into the nuances of Social Secur...
I'm 60, Do I Really Need Long-Term Care Planning?
Просмотров 6 тыс.4 месяца назад
I'm 60, Do I Really Need Long-Term Care Planning?
I’m 62 with $1.5 Million: Can I Do a Roth Conversion & Save on Taxes in Retirement?
Просмотров 3,5 тыс.4 месяца назад
I’m 62 with $1.5 Million: Can I Do a Roth Conversion & Save on Taxes in Retirement?
Pension Retirement Planning: I'm 59, How Can I Maximize My Pension Benefits for Retirement?
Просмотров 6884 месяца назад
Pension Retirement Planning: I'm 59, How Can I Maximize My Pension Benefits for Retirement?
I'm 60 with $1 Million: Can I Retire at 65 and Spend Up to $13K/Month?
Просмотров 11 тыс.5 месяцев назад
I'm 60 with $1 Million: Can I Retire at 65 and Spend Up to $13K/Month?
I'm 59 1/2, Will I be Penalized on Early IRA Withdrawals? | Strategic RMD and Tax Planning
Просмотров 11 тыс.5 месяцев назад
I'm 59 1/2, Will I be Penalized on Early IRA Withdrawals? | Strategic RMD and Tax Planning
I'm 55 with $600K. Can I safely withdraw $90K per year in retirement?
Просмотров 64 тыс.6 месяцев назад
I'm 55 with $600K. Can I safely withdraw $90K per year in retirement?
Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
Просмотров 3827 месяцев назад
Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
Calculating Investment Returns: How You Average Matters
Просмотров 2797 месяцев назад
Calculating Investment Returns: How You Average Matters
What it Means to Age Well: The Power of a Singular Priority
Просмотров 1477 месяцев назад
What it Means to Age Well: The Power of a Singular Priority
Unlocking the Secrets of the Wash Sale Rule: A Comprehensive Guide
Просмотров 1327 месяцев назад
Unlocking the Secrets of the Wash Sale Rule: A Comprehensive Guide
Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
Просмотров 1177 месяцев назад
Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
Просмотров 3177 месяцев назад
7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain
Просмотров 1258 месяцев назад
Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain
Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New
Просмотров 1008 месяцев назад
Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New
How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
Просмотров 1298 месяцев назад
How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings