Financial and retirement planning is not black and white. It's personal to you, meaning the guidance you follow won't be based on a rule of thumb or averages.

In today's episode of the Retire With Purpose podcast, we bust some of the biggest myths in the financial media and what you should know to make better retirement planning decisions. Join us as we discuss:

* Why financial and retirement planning is nuanced
* Why you should be cautious of following retirement rules of thumb
* How to handle frugality syndrome in retirement
* Why you shouldn’t count on living with the “bare necessities” in retirement
* What you should know about Social Security insolvency
* The reality of healthcare expenses in retirement
* How your retirement expenses could change over time

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW:
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📧 WEEKEND READING FOR RETIREES:
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ABOUT YOUR HOST CASEY WEADE:

Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.

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ABOUT HOWARD BAILEY FINANCIAL:

Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.

Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.

And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here:

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We are a fee-based independent advisory firm. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here:

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DISCLOSURE: 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. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit www.finra.org/investors/professional-designations.

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