retirement plan

Today, I’m thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement. In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they’re most likely to face in the next chapter of their lives. Tackling issues such as boredom, uncertainty, and drifting by helping them craft specific strategies to tackle these problems head-on. In today’s episode, we dig into what Joe’s learned from working with people from all walks of life. We talk about the difference between left-brain financial planning and right-brain life planning and why so many advisors end up having to unwind what should have been “perfect” retirement plans. We’ll also talk about how to cast off pre-retirement mindsets that won’t serve you once you’ve transitioned out of your primary career and much more!GET A FREE COPY OF JOE’S BOOK, WIN THE RETIREMENT GAME: HOW TO OUTSMART THE 9 FORCES TRYING TO STEAL YOUR JOYHere’s all you have to do…● Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.● Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!PS: If you’d like a free copy of Joe’s book, all you need to do is leave us an honest review over on Apple Podcasts, then send your email and your username to info@howardbailey.com, and we’ll get it out to you! ==============================To get access to today’s show notes, including transcript, audio, and links to resources mentioned, visit http://retirewithpurpose.com/339📅 SCHEDULE A CONSULTATION:Book a 15-minute call with a Howard Bailey Advisor to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw📧 WEEKEND READING FOR RETIREES:Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu====================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.====================ABOUT HOWARD BAILEY FINANCIAL:Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.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:http://www.retirewithpurpose.comWe 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:https://howardbailey.com/our-process====================FIND US ON SOCIAL MEDIA:Facebook:http://www.facebook.com/howardbaileyf…Instagram:http://www.instagram.com/howardbailey…====================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.