{"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":"562: By the Numbers: Why Your Tax Refund Isn't What You Think","slug":"562-by-the-numbers-why-your-tax-refund-isn-t-what-you-think","published_at":"2026-05-01T10:00:00+00:00","page_url":"https://stenobird.com/podcast/retire-with-purpose-the-retirement-podcast-335368/562-by-the-numbers-why-your-tax-refund-isn-t-what-you-think","show_page_url":"https://stenobird.com/podcast/retire-with-purpose-the-retirement-podcast-335368","url":"https://howardbailey.com/562","audio_url":"https://traffic.libsyn.com/secure/retirewithpurposepodcast/562_-_By_the_Numbers_-_Why_Your_Tax_Refund_Isnt_What_You_Think.mp3?dest-id=769802","summary":"Are you actually better off getting a tax refund, or is your brain tricking you into celebrating a financial loss? Topics covered in this episode: Tax refunds vs. tax liability: what actually matters Behavioral biases (framing, loss aversion, anchoring, etc.) Strategic tax planning vs. emotional decision-making Real-world examples from retirees and working families How to align tax strategy with long-term financial goals Today's article is from Best Interest blog titled We Are So Irrational (Literally) About Taxes . 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/562 📧 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 financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retireme…","meta_description":"Are you actually better off getting a tax refund, or is your brain tricking you into celebrating a financial loss? Topics covered in this episode: Tax ref…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1345,"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/562-by-the-numbers-why-your-tax-refund-isn-t-what-you-think/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-335368/562-by-the-numbers-why-your-tax-refund-isn-t-what-you-think.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}