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Retire With Purpose - The Retirement Podcast

Retire With Purpose - The Retirement Podcast

Casey Weade

Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNERTM and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations. ©2024 HOWARD BAILEY FINANCIAL, INC.
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Top 10 Retire With Purpose - The Retirement Podcast Episodes

Goodpods has curated a list of the 10 best Retire With Purpose - The Retirement Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Retire With Purpose - The Retirement Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Retire With Purpose - The Retirement Podcast episode by adding your comments to the episode page.

Retire With Purpose - The Retirement Podcast - 457: Finding Meaningful Work in a Post-Career World with Bruce Feiler
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09/16/24 • 53 min

Today, I'm thrilled to welcome Bruce Feiler back to the podcast. Bruce has written seven New York Times bestsellers, given three TED Talks viewed more than 4 million times and teaches the TED course How to Master Life's Transitions, and has been a longtime columnist for the New York Times.

While our previous conversation was all about navigating transition, this episode focuses on Bruce's new book, The Search: Finding Meaningful Work in a Post-Career World. In the book, Bruce shares a toolkit with 21 questions to find work that you love.

In our conversation, we explore the different aspects of work that make it more meaningful, what a "workquake" is and why the average American has at least 20 of them in their lifetime. We'll also walk you through the process of conducting a “meaning audit” to live the life you want–not the one you think you should.

GET A FREE ACCESS TO BRUCE’S BOOK: THE SEARCH: FINDING MEANINGFUL WORK IN A POST-CAREER WORLD

Here's all you have to do...

  • Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
  • Step 2.) Text the word BOOK to 888-599-4491 and we’ll make sure you get signed up for free. It’s that simple!

In this podcast interview, you’ll learn:

  • What Bruce learned from the time he spent working with his grandfather, and how that experience shaped the rest of his life.
  • Why we’re seeing suicide rates skyrocket for retirees and pre-retirees.
  • What “post-career” really means–and how Bruce’s interviews with over 500 everyday Americans helped him develop a better understanding of life’s transitions.
  • The common traits of people that love what they do.
  • Why work doesn’t need to be miserable, despite what history and narratives have told us
  • How to find balance and fulfillment at any age by writing your own work story.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/457

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 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/3z5mXIw

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 PurposeTM 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

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2 Listeners

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Retire With Purpose - The Retirement Podcast - 469: Freedom After 50: 7 Habits for a Happy Retirement

469: Freedom After 50: 7 Habits for a Happy Retirement

Retire With Purpose - The Retirement Podcast

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11/22/24 • 30 min

What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear vision and commitment to growth.

In this episode, we discuss:

  • How to define freedom, happiness, and joy
  • The 70/30 rule and how it can help you be more time intentional
  • What it means to “live generously”

Today's article is from our very own blog titled, Freedom After 50: 7 Habits for a Happy Retirement. 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.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/469

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 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/3z5mXIw

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 PurposeTM 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

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Retire With Purpose - The Retirement Podcast - 444: 3 Assets That Might Not Diversify as Well as You Think

444: 3 Assets That Might Not Diversify as Well as You Think

Retire With Purpose - The Retirement Podcast

play

06/24/24 • 26 min

Diversification is a key principle in investing, where you often combine assets with differing performance characteristics. However, this strategy is not foolproof.

In this episode, we discuss:

  • The definition of “uncorrelated assets”
  • Why real estate’s correlation with stocks has increased
  • What you need to know about “junk bonds” and crypto
  • Assets that ARE negatively correlated

Today's article comes from Morningstar.com titled, 3 Assets That Might Not Diversify as Well as You Think. 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.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/444

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 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/3z5mXIw

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 PurposeTM 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

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Retire With Purpose - The Retirement Podcast - 291: The Art of Purposeful Aging with Richard Leider

291: The Art of Purposeful Aging with Richard Leider

Retire With Purpose - The Retirement Podcast

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05/23/22 • 54 min

Today, I’m talking to Richard Leider. For over 40 years, Richard has been a Nationally Certified Master Career Counselor at Inventure – The Purpose Company. Richard has been studying purpose (and the purpose of movement) for decades. He’s led expeditions around the world, climbed Kilimanjaro, and shared his insights in a powerful TEDx talk.

He’s also the author of 11 books, including three bestsellers. In his most recent work, Who Do You Want To Be When You Grow Old?: The Path of Purposeful Aging, he invites readers to grow old on purpose and chart a path to elderhood with choice, curiosity, and courage. He explores why purposeful aging is both accessible to all and fundamental to health, happiness, and longevity–and how to authentically become the person you were always meant to be.

I was introduced to Richard’s work by Avivah Wittenberg-Cox, and now I’m a huge fan. In our conversation, we discuss the expeditions he’s led in Tanzania, how he’s helped people to find their new purpose and meaning in their post-career lifestyle, and how to reframe your life to focus on your greatest gifts.

GET A FREE COPY OF RICHARD’S BOOK, WHO DO YOU WANT TO BE WHEN YOU GROW OLD?: THE PATH OF PURPOSEFUL AGING

Here's all you have to do...

  • Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
  • Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

  • Why Africa is a popular destination for many people on their journeys to find purpose and meaning.
  • The three M’s that Richard sees as essential to living with purpose.
  • The differences between purpose, meaning, and calling.
  • How to use the Napkin Test to identify your gifts.
  • Why only one in three people has a clear reason for getting up in the morning–and how to clarify your purpose each day.

Show Notes: RetireWithPurpose.com/291

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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Retire With Purpose - The Retirement Podcast - 425: Retiring Soon? 9 Retirement Surprises to Consider Today

425: Retiring Soon? 9 Retirement Surprises to Consider Today

Retire With Purpose - The Retirement Podcast

play

03/08/24 • 34 min

Retirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study.

Join us as we discuss:

  • Positive surprises that might provide relief if you’re anxious about retirement
  • Potentially negative surprises that you can get ahead of (or manage your expectations for) now

Today's article comes from The Retirement Manifesto titled, 9 Retirement Surprises. 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.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/425

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 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/3z5mXIw

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 PurposeTM 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

bookmark
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Retire With Purpose - The Retirement Podcast - 421: What to Consider Before You Hire (or Fire) a Financial Advisor
play

02/16/24 • 26 min

Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). 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.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/421

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 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/3z5mXIw

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 PurposeTM 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

bookmark
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Retire With Purpose - The Retirement Podcast - 094: Empowering Widows Financially with Dr. Kathleen Rehl

094: Empowering Widows Financially with Dr. Kathleen Rehl

Retire With Purpose - The Retirement Podcast

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11/25/19 • 72 min

Almost every financial advisor faces a time in their career during which their clients’ spouses pass away, and many advisors struggle to know how to both provide support and guidance to their newly widowed clients’ surviving partners. In fact, as many as 70% of widows change financial advisors after the death of their spouse, and a lack of understanding is almost always the reason.

After Dr. Kathleen Rehl’s late husband passed, she set out on a journey to help empower widows, as well as the advisors who work with them. She is the author of Moving Forward On Your Own: A Financial Guidebook For Widows. Though many of the guests I’ve had on this podcast are authors, this is one of the few books that was fast, easy to read, and full of great insight.

Today, Kathleen joins the podcast to talk about how becoming a widow herself completely changed how she works with this demographic, how profound loss affects the decision-making process, and the common mistakes that get so many financial advisors fired after the death of a spouse. You’ll also hear stories about how Kathleen’s helped her own clients through this difficult time in their lives to pass their values, hopes, and dreams on to the next generation.

Free Offer: To Get A FREE Copy of Dr. Kathleen Rehl's Guidebook, Moving Forward On Your Own, visit RetireWithPurpose.com/94

Show Notes: RetireWithPurpose.com/94

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Please note: For the special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Disclosure:

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

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Retire With Purpose - The Retirement Podcast - 219: Mending Relationships and Aging Gracefully in Retirement with Karl Pillemer
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06/21/21 • 69 min

Karl Pillemer is a leading family sociologist and expert researcher when it comes to aging. He’s a Professor of Human Development at Cornell University, as well as a Professor of Gerontology in Medicine at Weill Cornell Medical College.

Over the course of his career, he’s focused on how family relationships change over the course of people’s lives, working with both families and the professionals who work with them in his research.

In his book, Fault Lines: Fractured Families and How to Mend Them, he explores the issue of family estrangement. He shares what he learned over the course of hundreds of interviews with estranged and reconciled families to get at the heart of this silent epidemic, to better understand what breaks families apart, and how to heal.

Today, Karl joins the podcast to talk about his fascinating work in the nascent field of gerontology, why so many people struggle to find fulfillment or purpose in retirement, and what we all can learn from his conversations with people from all walks of life who have had long, satisfying relationships for decades.

GET A FREE COPY OF KARL’S BOOK, FAULT LINES: FRACTURED FAMILIES AND HOW TO MEND THEM.

Here's all you have to do...

  • Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
  • Step 2.) Send an email to [email protected] with your iTunes username and mailing address, and we will ship you the book for free. It’s that simple!

Show Notes: RetireWithPurpose.com/219

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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Retire With Purpose - The Retirement Podcast - 396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson
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10/16/23 • 64 min

Today, I’m talking to a baby boomer who has no intention of “retiring” – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he’s on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life’s journey.

In his book, Replace Retirement: Living Your Legacy in the Exponential Age, he teaches readers to create purposeful, rewarding, and inspired life plans. Filled with success stories and proven tools, he wants you to chart a course for a fuller, richer life today and continue making the world a better place for years to come.

In our conversation, John shares how he teaches others how to achieve their greatest potential, how to prevent your life or career from falling victim to disruptors before it’s too late, and everything you need to craft a legacy map and chart a course for the next phase of your life.

GET A FREE COPY OF JOHN’S BOOK, REPLACE RETIREMENT: LIVING YOUR LEGACY IN THE EXPONENTIAL AGE

Here's all you have to do...

  • Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
  • Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

  • What massive transformational purpose is and how it shows up in our lives.
  • Why John replaced retirement as we know it with intentional living–and how a meeting with Verne Harnish and Peter Diamandis transformed his life.
  • How retirement can turn high achievers into shells of their former selves
  • How to stop floundering and get your focus and momentum back.
  • What it means to truly create and leave a legacy for your family and where so many people go wrong.
  • How to set a vision for your future self by taking small steps, rejecting perfectionism, and doing the little things that make big differences.

Show Notes: RetireWithPurpose.com/396

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

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Retire With Purpose - The Retirement Podcast - 471: 3 Practices to Strengthen Relationships and Create a Meaningful Holiday Season
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12/06/24 • 23 min

The holiday season is often expected to be joyful, but it can also bring feelings of sadness and anxiety for many. So how can you foster more positivity and elevate your experience this holiday?

In this episode, we discuss:

  • How to make holidays intentional with family and friends
  • Ways to embrace gratitude to cultivate connection
  • What it means to truly be present

We're changing things up today and won't be discussing an article. Instead, Casey Weade is joined by Les McDaniel to talk about 3 practices to strengthen relationships and why this is such a meaningful topic this time of year.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/471

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 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/3z5mXIw

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 PurposeTM 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

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FAQ

How many episodes does Retire With Purpose - The Retirement Podcast have?

Retire With Purpose - The Retirement Podcast currently has 486 episodes available.

What topics does Retire With Purpose - The Retirement Podcast cover?

The podcast is about Retirement, Investing, Podcasts, Self-Improvement, Education and Business.

What is the most popular episode on Retire With Purpose - The Retirement Podcast?

The episode title '457: Finding Meaningful Work in a Post-Career World with Bruce Feiler' is the most popular.

What is the average episode length on Retire With Purpose - The Retirement Podcast?

The average episode length on Retire With Purpose - The Retirement Podcast is 36 minutes.

How often are episodes of Retire With Purpose - The Retirement Podcast released?

Episodes of Retire With Purpose - The Retirement Podcast are typically released every 4 days.

When was the first episode of Retire With Purpose - The Retirement Podcast?

The first episode of Retire With Purpose - The Retirement Podcast was released on Sep 3, 2018.

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