{"podcast":{"title":"Retire With Purpose - The Retirement Podcast","slug":"retire-with-purpose-the-retirement-podcast-335368","podcast_index_feed_id":335368,"rss_url":"https://retirewithpurposepodcast.libsyn.com/rss","website_url":"http://retirewithpurpose.com/podcast","image_url":"https://static.libsyn.com/p/assets/5/f/e/3/5fe3b3bed2b4e7f416c3140a3186d450/casey_weade-new_Itunes_cover_-_2025.png","author":"Casey Weade","episode_count":577,"summary":"Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. 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 finra.org/investors/professional-designations. ©2026 HOWARD BAILEY FINANCIAL, INC.","last_synced_at":"2026-07-24T20:17:05.174416+00:00","page_url":"https://stenobird.com/podcast/retire-with-purpose-the-retirement-podcast-335368"},"episode":{"title":"552: By the Numbers: The Anchors of Retirement Confidence, Part 3 — Why Tax Flexibility Matters More Than Tax Savings","slug":"552-by-the-numbers-the-anchors-of-retirement-confidence-part-3-why-tax-flexibility-matters-more-than-tax-savings","published_at":"2026-03-06T11:00:00+00:00","page_url":"https://stenobird.com/podcast/retire-with-purpose-the-retirement-podcast-335368/552-by-the-numbers-the-anchors-of-retirement-confidence-part-3-why-tax-flexibility-matters-more-than-tax-savings","show_page_url":"https://stenobird.com/podcast/retire-with-purpose-the-retirement-podcast-335368","url":"https://howardbailey.com/552","audio_url":"https://traffic.libsyn.com/secure/retirewithpurposepodcast/552_-_By_the_Numbers_-_The_Anchors_of_Retirement_Confidence_Part_3__Why_Tax_Flexibility_Matters_More_Than_Tax_Savings.mp3?dest-id=769802","summary":"Join us as we continue our \"Anchors of Retirement Confidence\" series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3, we explore why the biggest threat to your retirement isn't always market volatility, but the taxes you didn't see coming until it was too late. In this episode, you'll learn: How tax concentration quietly limits income flexibility The three core tax buckets every retiree should understand How Roth accounts help create control in an unpredictable tax system Real-life case studies showing why \"textbook\" strategies don't always work Today's article is from Morningstar titled, 8 Tips to Stop Worrying About Running Out of Money in Retirement . 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. Show Notes: HowardBailey.com/552 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3T6oNDB 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 fi…","meta_description":"Join us as we continue our \"Anchors of Retirement Confidence\" series, where we discuss four areas of retirement uncertainty plus strategies to replace you…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1297,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/retire-with-purpose-the-retirement-podcast-335368/episodes/552-by-the-numbers-the-anchors-of-retirement-confidence-part-3-why-tax-flexibility-matters-more-than-tax-savings/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/retire-with-purpose-the-retirement-podcast-335368/552-by-the-numbers-the-anchors-of-retirement-confidence-part-3-why-tax-flexibility-matters-more-than-tax-savings.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}