It was great to speak with @CaseyWeade on his #podcast about what an effective #financialplanning framework looks like, why it's important and some of the big #mistakes people make when they consume financial advice.
Check it out here
👉 https://t.co/Hg0ju6v3zD
I had a great time being a guest on Justin Donald's The Lifestyle Investor Podcast. We talk all about investing, purpose, and why I’m so passionate about helping others reach Job Optional status.
Listen to it now: https://t.co/rqmFF56yEy
#TheLifestyleInvestor#NewPodcast
@PhilCubeta drops by @CaseyWeade’s Retire with Purpose podcast to talk philanthropy, retirement, and how older Americans can do well while still doing good. Listen in for more! #retirementplanning#charitablegiving
https://t.co/tUJiHjW1Xa
We are always working on how to better serve our clients and help you find meaning and purpose in retirement. Here is a behind the scenes shot my team took while I was going through our planning process. #BehindtheScenes#ThrowbackThursday
Looking back to 2014 when Marshal and I launched "The Purpose-Based Retirement" radio hour on WOWO. Our studio setup has definitely upgraded since then! #ThrowbackThursday#RetireWithPurpose#RadioShow
A few months ago, we filmed a great video all about Howard Bailey Financial. Whether it's lighting, sound, or framing the shot just right, I appreciate the details. I can't wait to share it with everyone!
#ThrowbackThursday#VideoShoot#BehindtheScenes
Here's a great quote from Rachel Cruze, my guest on Episode 143 of the Retire With Purpose Podcast. Listen to the episode here: https://t.co/rvBqyieqK2
#RetireWithPurpose#PodcastLife
Have you had a chance to sign up for my Weekend Reading emails? Each week, I send my commentary on 4 financial-related articles that would be of interest to anyone planning for retirement or currently retired. Sign-up today: https://t.co/1BeXcTovyv
#RetireWithPurpose#TipTuesday
I have so many memories of our old office. Here's a throwback to 2015 when we moved Howard Bailey Financial to its first official "home," with 4 conference rooms, as well as a front and back office. Times have changed for me and my team and I am ever grateful.