FORT WAYNE, IN--(Marketwired - Sep 18, 2015) - Casey B. Weade, president of Howard Bailey Financial Inc., was recently featured in LifeHealthPro.com's "30 under 30: Meet the millennials who are transforming the insurance industry."
In the feature, Weade, CFP®, RICP®, explains that he was brought up in the financial industry. His father was a 40-year veteran in helping families gain monetary security.
"I saw him comfort them in times of need and celebrate in times of success," says Weade, whose outreach efforts include educational workshops and publishing a book titled "The Purpose-Based Retirement." (www.purposebasedretirement.com)
"I wanted to create those same relationships and help add value to lives just as he did. But it also had a lot to do with my grandparents... I think we forget that we don't need to take on large amounts of debt or risk to reach our goals and I aim to bring back some common sense to the financial world."
Affording retirement is the biggest concern in the industry today, with about 10,000 baby boomers reaching age 65 every day over a period of about 18 years, according to AARP. As many professionals offer their clients financial products that may or may not be the best possible fit, Weade wants to offer retirees and pre-retirees their very best options, with a comprehensive perspective.
"Many retired folks simply do not know about the abundance of hidden fees embedded within their portfolios," he says. "These fees bleed out their hard-earned money, and I'd estimate that 99 percent of people have no idea of what they're truly losing in fees and expenses."
Given today's rocky landscape for retirement planning, it's crucial for retirees to have the full picture of their financial reality.
About Casey B. Weade
Casey B. Weade is president of Howard Bailey Financial Inc. in Indiana and author of the book "The Purpose-Based Retirement" (www.purposebasedretirement.com). Weade, a retirement-planning professional, hosts Purpose-Based Retirement radio and TV shows in the Fort Wayne area. Weade graduated from Stetson University with a bachelor's degree in Finance and as a member of the honorary finance fraternity Beta Alpha Psi. He earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in addition to being a Retirement Income Certified Professional® (RICP®). He is also an Investment Advisor Representative (IAR), as well as life, accident and health insurance licensed and Long-Term Care Certified.
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Toni Tantlinger
toni@newsandexperts.com