Visitor Monitoring
tv-header-2

The Purpose Based Retirement” TV show highlights topics and potential issues that directly affect those nearing or already in retirement. Since 2011, Casey has been breaking down complex concepts and shedding light on otherwise abstract financial matters alongside host Lee Kelso and Howard Bailey vice president, Marshal Johnson.

Finding A Fiduciary

Is your financial advisor obligated to put your needs ahead of their own? Casey discusses the importance of fiduciary responsibility, the DOL Fiduciary Rule and more on this episode of The Purpose-Based Retirement.

Finding A Fiduciary

Is your financial advisor obligated to put your needs ahead of their own? Casey discusses the importance of fiduciary responsibility, the DOL Fiduciary Rule and more on this episode of The Purpose-Based Retirement.

Convenience vs. Quality

Is it a wise idea to trust the bank with managing your lifelong savings? Casey gives you his thoughts on this episode of The Purpose-Based Retirement.

Investment Rules that Work

When it comes to investing, remember that no investment strategy works all the time. But, there are some basic rules that have historically kept investors out of trouble in the long-term. Catch them here with Casey on The Purpose Based Retirement.

Tax Diversification

Why do your retirement accounts need tax diversification, and how should you go about doing so? Casey gives his take on this episode of The Purpose-Based Retirement.

Roth IRA Conversion Planning

Wondering if a Roth IRA is the right fit for you? Make sure you know the difference between a Roth and traditional IRA by tuning in here!

Fixed Indexed Annuity Pitfalls

When it comes to fixed indexed annuities, what are the pitfalls, and how can you avoid them while traveling toward your golden years? Get the full scoop from Casey in this episode of The Purpose-Based Retirement!