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, I'm speaking with Joe Casey. Joe is an

executive coach and retirement coach with extensive experience navigating transitions, both in his own

life and with those of his clients. At the age of

52, he retired early from his career in HR at Merrill Lynch to become an executive coach. Since then,

he has dedicated his life to helping people create successful second act careers and get the most

out of their retirement. Joe earned his coaching certification

from Columbia University and is a certified retirement coach through retirement options.

He is also a certified designing your life coach through Bill Burnett and Dave Evans,

authors of Designing Your Life. And in today's episode, Joe and I will dig into the different types of

coaching he offers and how he is helping so many people successfully transition into retirement.

We also discuss some of the reasons why so many people are afraid of retiring instead of

embracing it and the incredible potential that the largest generation in history has right

now to make an impact in the world today for future generations.

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