Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence.

Casey Wheat is a certified financial planner and president of Howard Bailey Financial.

His newest book, Job Optional, is a Wall Street

Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on

Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by

meaning and purpose. Join me this week and every week as we discuss thoughts and ideas

with some of today's foremost experts in the field of finance and retirement, as well as

discussing trending topics that could impact your bottom line. These discussions can help you

make better financial decisions so you can live the lifestyle you've always imagined and deserved.

Welcome to the show.

Today's guest is Phil Cabetta.

Phil is the assistant professor of philanthropy, CAP program director, and Sally B. and William B. Wallace Chair in Philanthropy

at the American College of Financial Services, where he directs and teaches the chartered

advisor in philanthropy program. Phil's work has appeared in the New York Times, the Journal of

Gift Planning, Lifestyle Magazine, financial planning, and the Financial

Times. Prior to joining the American College, he served as chief of staff for the Nautilus

group, a subsidiary of New York Life Insurance Company that provides estate, business, and

philanthropic strategies through 200 of the company's top agents to affluent clients. Today, Phil joins a podcast

to talk about what philanthropy really is, the challenges and issues retirees face as they work

to create a legacy and how to create a plan that works from abundance instead of scarcity to help

you support people, organizations, and communities close to your heart.

Giving back fills the heart. One more thing before we get into today's interview.

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