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The Retirement Dilemma: Decoding the Perfect Timing
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On your way to retirement, you will reach certain age milestones that play an imperative role in your financial independence journey. Join us as we explore these six ages and what they mean for your road to retirement. They include:
* Age 55
* Age 59.5
* Age 62
* Age 65
* Age 70
* Age 72
📅 SCHEDULE A CONSULTATION:
📧 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 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:
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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FIND US ON SOCIAL MEDIA:
Facebook:
Instagram:
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* Age 55
* Age 59.5
* Age 62
* Age 65
* Age 70
* Age 72
📅 SCHEDULE A CONSULTATION:
📧 WEEKEND READING FOR RETIREES:
====================
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:
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:
====================
FIND US ON SOCIAL MEDIA:
Facebook:
Instagram:
====================
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