534: By the Numbers: Gold vs. Stocks — What the Data Says About Retirement Portfolios
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 21 November 2025
⏱️ 28 minutes
🧾️ Download transcript
Summary
Gold has been surging lately, but is it truly a golden opportunity for retirees, or just another glittering distraction? Join us as we break down what's really driving gold's rise, explore its role as a diversification tool, and reveal what the data says about whether it deserves a spot in your portfolio.
In this episode, we discuss:
- Gold's big run
- Historical data of gold vs. equity returns
- Inflation confusion
- Central banks' role
- How to diversify and own gold wisely
Today's article is from the Of Dollars and Data titled, What's Going on With Gold?. 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/534
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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 | Gold's been shining lately, up big, even while stocks climb. |
| 0:04.0 | But what's really behind the move? |
| 0:05.9 | And should retirees pay attention? |
| 0:08.1 | Should you pay attention? |
| 0:09.0 | Well, today we'll unpack why gold's value goes beyond the headlines and weather deserves a place in your retirement plan. |
| 0:16.2 | Today, we separate the glitter from the gold. |
| 0:28.2 | Yeah. separate the glitter from the gold. Hey, this is Casey Weed. |
| 0:29.8 | Welcome to the podcast, where does my mission deliver clarity and purpose and elevate |
| 0:33.6 | meaning in your life. |
| 0:35.1 | Now, if you're new to the show, I want you to know what to look out for, what to expect. If you're looking for those non-financially related conversations, |
| 0:41.9 | look out for those episodes titled Freedom After 50. This is going to be a by the numbers |
| 0:46.7 | episode where we dive into some of the dollars and cents of financial planning in retirement. |
| 0:52.1 | And I'm always joined for these episodes, but my good friend |
| 0:55.8 | Marshall Johnson, fellow certified financial planner practitioner. And we're going to be taking a |
| 1:01.2 | dive into an article that we found to be probably one of the best articles we've read around |
| 1:07.2 | gold as of late. Obviously, there's plenty articles out there on it right now. But we love Nick Mitt, Julie's work. And over it of dollars and data, he puts together some good stuff. So we're going to be covering that article. And this article showed up in our weekend reading for retirees email. Goes out every single Friday. Actually, received an email from one of our subscribers here a couple of weeks ago. Did you? I want to give him a shout out. Thanks a lot for the email. Just sharing how this is the one email that he reads. He signed up for a lot of different newsletters. He said, this is the one that I read religiously every single Friday. And then I take a walk and I think, and it's made a big impact in this life. |
| 1:45.3 | So get yourself signed up by texting us WR to 888-599-4491, or check out a link at RetirewithPurpose.com. |
| 1:54.3 | Get the other articles. |
| 1:55.7 | And we'll also send you a free digital copy of my Wall Street Journal bestseller, job optional to boot. |
| 2:01.3 | So, Marshall, the heck's going on with gold. |
| 2:03.6 | Gold. |
| 2:04.2 | Gold is on fire, buddy. |
... |
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