Casey Weade is the founder of Howard Bailey Financial, dedicated to helping people retire with confidence and purpose. A nationally recognized retirement planning expert, podcast host, and speaker, Casey specializes in retirement income, tax-efficient strategies, and financial independence, empowering clients to build lasting wealth and live with intention.

3:01 Golf, Mental Toughness, and Handling Adversity

6:29 Goal Setting, Vision, and Wealth Management Success

8:35 Family, Purpose, and Creating a Life Worth Living

12:55 Financial Independence in Your 20s and Redefining Success

18:17 Remembering What Is True Instead of Chasing More

20:03 Lessons from Nearly 600 Podcast Episodes

23:08 The Story Behind Howard Bailey Financial

26:29 Leadership, Culture, and Scaling a Growing Firm

33:55 Accountability, Expectations, and Conscious Leadership

46:55 Casey's Definition of Mental Toughness

52:10 The Emotional Side of Retirement and Identity

54:24 Why There Is No Finish Line with Howard Bailey Financial

57:58 Final Thoughts on Purpose, Growth, and Living Fully

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5 Mental Toughness Advantages for Financial Advisors:

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Dr. Rob Bell