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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.

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.

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!

Self-Employed Retirement Savings

What are the top financial mistakes made by company owners? Casey walks you through common business owner blunders and self-employed retirement saving on this episode of The Purpose-Based Retirement.

Protecting Your Surviving Spouse

There are certain risks your surviving spouse could potentially face in retirement. Make sure you know what they are and how to handle them so that you can rest easy in your golden years.