The Purpose Based Retirement: Forget the Silver Bullet... Straight Talk for Your Golden Years - Softcover

Über die Autorin bzw. den Autor

Casey B. Weade, CFP®, RICP® and retirement planning professional, has been a sought-after speaker in northeastern Indiana on progressive personal finance and retirement planning strategies for nearly a decade. Casey’s “safer money” approach to investing, coupled with his track record of success, has made him a prominent authority on television, radio and noteworthy publications such as Kiplinger. As the president of Howard Bailey Financial, Inc.™, Casey works to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. In addition, he is a firm believer in establishing a clear purpose for an individual's future, and strives to maximize efficiency in his or her financial life. To optimize each individual's current financial situation, Casey acts as a coach and looks for the money that is falling through the cracks by reducing investment fees and expenses, eliminating unnecessary taxes, and minimizing financial risks, while maximizing growth regardless of market volatility. Casey graduated from Stetson University with a bachelor's degree in finance and as a member of the honorary finance fraternity, Beta Alpha Psi. He then went on to earn the prestigious CERTIFIED FINANCIAL PLANNER™ certification, also known as the CFP® certification, in addition to being a Retirement Income Certified Professional® (RICP®). He is also an Investment Advisor Representative, as well as life, accident and health insurance licensed and Long-Term Care Certified.