A fulfilling life begins with pinpointing your purpose.
Casey Weade, Founder and CEO of Howard Bailey Financial, learned this firsthand when he achieved financial independence in his late 20s. With his focus no longer needing to be on money, the mindset around not only his career but his life shifted entirely.
“That was the moment I realized all of my goals had always been about the collection of money and things,” said Casey. “They were void of those most meaningful moments in life.”
For Casey, those moments included time spent with family, being present with his wife and kids, and serving the community. He considered what it might look like to take early retirement, but that didn’t mirror his passion. He reflected on his “why” in life. What did he stand for? Casey knew his purpose was to serve others, and discovered there was a way he could continue to carry that out.
“I realized that giving back doesn’t mean you’re just giving money away to charity,” Casey said. “You can be most effective by utilizing those gifts you have. For me, that was getting money, making money, investing, financial planning, and goal setting. I uncovered a framework that I used in my own financial life, and without even really thinking about it, I structured a framework that delivered this financial freedom.”
Casey developed the Howard Bailey propriety planning process, known as the Retire With Purpose™ Framework. This framework reflected Casey's belief that all retirement plans should be driven by meaning and purpose because without purpose, we lack direction.
After years of growing up in the financial world alongside his father and meeting with clients of his own, Casey realized that many people aren’t prepared for the transition into retirement. They spend time thinking about money, but don’t consider the emotional effects of leaving the workforce – the loss of identity, or feeling of “what’s next?” He wanted to help people find their purpose and financial confidence.
As a firm believer in developing retirement plans that are driven by meaning and purpose, Casey and the Howard Bailey team strive to maximize the financial efficiency in your life, so you can spend less time worrying about what’s next, and more time focusing on what matters most to you. Casey is passionate about providing comprehensive financial guidance to create a retirement plan that is truly customized to you, while utilizing investment strategies to help protect your lifelong savings from top retirement pitfalls.
Casey hosts the weekly Retire With Purpose radio show, which air across the Midwest, as well as the national Retire With Purpose Podcast, aimed to help maximize your financial confidence and overall financial wellbeing. He is a multiple-time author, with his latest book, Job Optional*, reaching #1 on the Amazon Best Seller list in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller list. Casey has also been featured in national media outlets, including The Wall Street Journal, Fox Business and CNBC.
Driven by Purpose
Casey continues to prioritize serving, guiding, and educating others every day, as well as making his own education a priority. As a Finance graduate of Stetson University, Weade also earned several financial designations. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®) certifications, as well as his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. In addition, he 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, Weade enjoys spending time with the people who bring him the most joy: His wife, Chelsie, and three children; Calvin, Carver, and Chloe. His time is intentional and filled with purpose. Because a life with purpose is one of fulfillment.