503: Investing at the Sleeping Point: Finding Peace in Your Portfolio
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 6 June 2025
⏱️ 17 minutes
🧾️ Download transcript
Summary
After a sharp rebound in the market, you may still feel the lingering effects of recent volatility. But before the next tide of turmoil, now is an ideal time to deploy the "Sleeping Point" Strategy: adjusting your portfolio to a level where you can sleep soundly at night.
In this episode, we discuss:
- The importance of reducing risk before panic
- How to embrace proactive planning
- The danger of over-investing
- How (and when) to stress test your portfolio
Today's article is from Pearl's Prime Cuts blog titled, A Good Time for the Sleeping Point Story. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Show Notes: HowardBailey.com/503
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📅SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3T6oNDB
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Transcript
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| 0:00.0 | The market has bounced back to close to all-time highs, and while that anxiety caused by losses is still fresh in your memory, here's a strategy that you can deploy today when you can and not when you have to where it is my mission to deliver clarity and purpose and elevate meaning in your life. |
| 0:32.8 | And if you said, hey, I thought this was a financial podcast. Well, it is a financial podcast, but we like to make sure that we're focusing on incorporating both the non-financial and financial aspects and a retirement planning for you. |
| 0:44.7 | If you're looking for those non-financial conversations, I would encourage you to look for those episodes titled Freedom After 50. |
| 0:51.8 | We'll release one of those every other week. And then in between my good |
| 0:55.6 | friend and fellow certified financial planner and I, Marshall Johnson, he's here with me. And we're going |
| 1:01.5 | to be sharing with you an article that came from our weekend reading email series. What is weekend |
| 1:06.6 | reading? Well, that's an email that hits your inbox every single Friday on trending topics |
| 1:10.6 | in the |
| 1:11.5 | financial planning space. Could be financial, non-financial. Today, we're going to be focusing on one of |
| 1:16.0 | those financially based articles in our weekend reading email. And I encourage you have to get |
| 1:21.1 | signed up to receive this email because it's going to keep you up to date on those latest trends. |
| 1:25.6 | Help you make better decisions for this phase in your |
| 1:27.7 | life. We'll always include four articles in that email curated by myself, along with takeaways, |
| 1:33.3 | summaries from myself as well. And we'll also have some great giveaways in there, white papers, |
| 1:39.2 | book giveaways, all kinds of great stuff, podcast highlights. And if you've never signed up to |
| 1:43.6 | receive that weekly email, |
| 1:44.9 | we'll also send you a free digital copy of my Wall Street Journal bestselling book, |
| 1:48.8 | Job Optional. |
| 1:50.1 | All you have to do is text us the key letters, |
| 1:52.3 | WR to 888-599-4491, |
| 1:56.0 | or check out a link in the description where you can also get a link to this week's article |
| 2:00.6 | that we're going to be focusing on today that comes to us from the prime cuts blog written by philip |
... |
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