135 episodes

The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financial news and resources on topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, wealth transfer and estate planning strategies, long-term healthcare, social security and much more. Casey has ran one of the fastest growing and most successful retirement planning companies in the US for over a decade, putting his firm in the top 1 percent of independent advisory practices in the country. He is now ready to share the cutting edge retirement strategies with you that has led his practice to get to where it is today. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. These messages have been delivered by Casey through authoring multiple retirement planning books, airing over 200 television shows, 300 radio shows and appearing on major news outlets across the country.

Retire With Purpose - The Retirement Podcast Casey Weade

    • Investing
    • 4.8, 165 Ratings

The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financial news and resources on topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, wealth transfer and estate planning strategies, long-term healthcare, social security and much more. Casey has ran one of the fastest growing and most successful retirement planning companies in the US for over a decade, putting his firm in the top 1 percent of independent advisory practices in the country. He is now ready to share the cutting edge retirement strategies with you that has led his practice to get to where it is today. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. These messages have been delivered by Casey through authoring multiple retirement planning books, airing over 200 television shows, 300 radio shows and appearing on major news outlets across the country.

    135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading

    135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading

    This week's retirement reading is from Forbes, titled 4 Reasons Your Taxes In Retirement May Be Lower Than You Think. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/135 
     
    Show Notes: RetireWithPurpose.com/135
    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

    • 24 min
    134: Rediscover Your Childlike Wonder with John O'Leary

    134: Rediscover Your Childlike Wonder with John O'Leary

    Today’s guest is John O’Leary. John is an inspirational speaker, blogger, and podcaster, as well as the author of On Fire, a national bestseller. At the age of nine, John survived a fire that burned 100% of his body and left him with a one-percent chance to live. He fought extraordinary odds, won, and now lives his life driven to help others live more inspired lives.
    In his new book, In Awe: Rediscover Your Childlike Wonder to Unleash Inspiration, Meaning, and Joy, he invites us to return to the joy of navigating life like a child by reconnecting with the five senses children innately possess.
    I first saw John speak in 2019. He gave one of the most impactful, inspirational, and meaningful presentations I’ve ever seen, and I’ve been looking forward to having him on the podcast ever since.
    Today, he joins me for a conversation about why his childhood experience is one of triumph and not tragedy — and what we can all do right now to shift our mindset, embrace positivity, and stay open-minded as we age.


    Show Notes: RetireWithPurpose.com/134
    Rate & Review the Podcast: RetireWithPurpose.com/review
    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 1 hr 10 min
    133: Your Financial Advisor May Not Actually Be An ‘Advisor’

    133: Your Financial Advisor May Not Actually Be An ‘Advisor’

    This week's retirement reading is from CNBC, titled Your Financial Advisor May Not Actually Be An ‘Advisor’. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/133 
     
    Show Notes: RetireWithPurpose.com/133
    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

    • 27 min
    132: Is Buying An Annuity In A Bear Market A Good Idea?

    132: Is Buying An Annuity In A Bear Market A Good Idea?

    This week's retirement reading is from Forbes, titled Is Buying An Annuity In A Bear Market A Good Idea? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/132 
     
    Show Notes: RetireWithPurpose.com/132
    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

    • 26 min
    131: Your Mental Wealth with Dr. Brad Klontz

    131: Your Mental Wealth with Dr. Brad Klontz

    Today’s guest is Dr. Brad Klontz. Brad is a clinical psychologist turned financial planner. He’s the Founder of the Financial Psychology Institute® and an Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business. He’s also a Managing Principal of Your Mental Wealth® Advisors, a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association, and the co-author and editor of five books on the psychology of money.
    After attempting to eliminate his student debt by investing in the stock market and losing big, Brad did a deep dive into his family history, the mental health of financial planners. He discovered that this aspect of mental health had long gone unaddressed, and has dedicated his career to the concept of what he calls Mental Wealth ever since.
    Brad joins today’s podcast not just to share his story, but to help you better understand how your beliefs around money influence your financial behaviors, net worth, credit card debt, and more - and how to reassess and rethink what might not be serving you well, especially at this tumultuous time in our financial history.
    Show Notes: RetireWithPurpose.com/131
    Rate & Review the Podcast: RetireWithPurpose.com/review
    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 1 hr 7 min
    130: Retirement Or A 'Third Act': What Will You Choose? - Weekend Reading

    130: Retirement Or A 'Third Act': What Will You Choose? - Weekend Reading

    This week's retirement reading is from Forbes, titled Retirement Or A 'Third Act': What Will You Choose? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/130 
     
    Show Notes: RetireWithPurpose.com/130
    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

    • 25 min

Customer Reviews

4.8 out of 5
165 Ratings

165 Ratings

L0b ,

An hour flew by

Glad I chanced upon the podcast on YouTube - a great, detailed, insightful discussion with Wade Pfau - thank you!

big user ,

Made me think

The Wade Pfau discussion was great - totally made me think about annuities. The life insurance aspect was new, too.

Gregory J. J. ,

Ten things

Comprehensive and timely. All the things you need to talk about with your planner. Now.

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