545: By the Numbers: Our 2026 Market Predictions
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 23 January 2026
⏱️ 33 minutes
🧾️ Download transcript
Summary
Will 2026 deliver another strong bull-market year — or a long-overdue reality check as AI, market valuations, and global shifts collide?
In this episode, we discuss:
- 2026 S&P 500 predictions (15.2% vs. 6.7%)
- AI's explosive growth
- The Magnificent Seven's shrinking dominance
- Why equal-weighted investing reduces volatility
- Why bonds, gold, and diversification matter again
- How pre-retirees can protect gains while staying invested
Today's article is from Kitces.com titled, 10 Charts To Help Explain The 2026 Market To Clients. 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/545
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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 | Today we're making 2026 market predictions. |
| 0:03.6 | So please remember if we're right, it's because we're brilliant. |
| 0:08.4 | And if we're wrong, it's because the market didn't listen. |
| 0:11.2 | Either way, you're going to walk away from this episode smarter than when you started. |
| 0:15.8 | Music Hey, this is Casey Weed and welcome to the Retire with Purpose podcast. If you're new to the show, I want you to know what to expect. Otherwise, just fast forward about 30 seconds and get right into the episode. If you're looking for conversations around the numbers, around the finances |
| 0:39.1 | when it comes to retirement, that is retirement income strategies, latest in investment strategies, |
| 0:44.8 | tax strategies, what's happening in Washington, how it impacts your bottom line, then check |
| 0:48.8 | out or buy the numbers episodes. This will be one of those where I'm joined by my good friend |
| 0:53.5 | and fellow certified |
| 0:54.4 | financial planner, Marshall Johnson. We do these every other Friday. And those Fridays in |
| 0:59.2 | between, you will find our softer side of retirement episodes titled Freedom After 50s. So if you're |
| 1:05.6 | looking for those non-financial topics, I know that there's some out there that are looking |
| 1:09.7 | exclusively for that and just listen to |
| 1:11.9 | those episodes. Feel free to do that. You will not hurt my feelings. And then, of course, we're going to |
| 1:16.9 | be bringing you world-class guests, weekend, week out, and discussing a variety of different topics |
| 1:22.6 | with you. And today, I'd like to welcome Marshall to the podcast. |
| 1:28.3 | Hey, what's up, good buddy? |
| 1:29.4 | Happy to be here. |
| 1:30.1 | Hey, my favorite episode of the year. |
| 1:31.9 | Here we find ourselves again in 2026. |
| 1:35.9 | This is the market prediction episode. |
| 1:38.8 | This is always fun because we get to make some of our predictions. |
... |
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