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, the tables are turned.

As my good friend, Justin Donald interviews me on his podcast, the Lifestyle Investor podcast. Justin has become a close friend of mine.

We have also developed a business relationship over the years. We are initially connected through a dad's retreat and have traveled together extensively since then and continued to go deeper into our relationship, learning from one another.

He is not only an amazing family man. He is an entrepreneur, a speaker, and the author of

his latest book, The Lifestyle Investor, The Ten Commandments of Cash Flow Investing for

passive income and financial freedom. In this episode, we discuss the investing strategies

and philosophies that have allowed both of us to design the life of our dreams.

Join us as we talk all about money, how my thoughts about financial planning and my own

personal investing has evolved over time, finding a financial planner, our own personal goals, and what it takes

to create a life of true meaning and true purpose. And one more thing before we get into our

interview, don't forget to check out our Facebook page at Howard Bailey Financial, where you can

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