220 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

    • Business
    • 4.7 • 229 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.

    Getting the Goalpost to Stop Moving

    Getting the Goalpost to Stop Moving

    This week's retirement reading is from Collaborative Fund, titled Getting the Goalpost to Stop Moving. 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/220. 
    Show Notes: RetireWithPurpose.com/220
    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

    • 21 min
    Mending Relationships and Aging Gracefully in Retirement with Karl Pillemer

    Mending Relationships and Aging Gracefully in Retirement with Karl Pillemer

    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 info@howardbailey.com 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

    • 1 hr 9 min
    Quantifying the Risk-Return Tradeoffs of Investing

    Quantifying the Risk-Return Tradeoffs of Investing

    This week's retirement reading is from The Street, titled Quantifying the Risk-Return Tradeoffs of Investing. 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/218. 
    Show Notes: RetireWithPurpose.com/218
    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

    • 22 min
    If Inflation Is Coming, Here Is What to Do About It

    If Inflation Is Coming, Here Is What to Do About It

    This week's retirement reading is from The Wall Street Journal, titled If Inflation Is Coming, Here Is What to Do About It. 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/217. 
    Show Notes: RetireWithPurpose.com/217
    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

    • 21 min
    Making Smarter Financial Decisions with Annie Duke

    Making Smarter Financial Decisions with Annie Duke

    Today, I’m speaking with Annie Duke. Annie is an author, speaker, and decision strategist. She is also known as the Duchess of Poker, and won a World Series of Poker gold bracelet in 2004 and was the leading money winner among women in WSOP history when she retired from the game in 2012. 
    She’s written a number of books on poker strategy and decision making, as well as an autobiography. In her newest book, Thinking in Bets: Making Smarter Decisions When You Don’t Have All The Facts, she uses examples from sports, politics, business, and poker to help people understand how to make better decisions and embrace uncertainty–and make sense of the disconnect between outcomes and decisions.
    Today, Annie joins the podcast to talk about her astounding career in professional poker, and how it translates to making decisions in real life. We’ll also talk about the reasons why good decisions don’t always lead to good outcomes (and vice-versa), and how this can apply to your portfolio at any stage of life.
    GET A FREE COPY OF ANNIE’S BOOK, HOW TO DECIDE: SIMPLE TOOLS FOR MAKING BETTER DECISIONS.
    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 info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It’s that simple! Show Notes: RetireWithPurpose.com/216
    Rate & Review the Podcast: RetireWithPurpose.com/review
    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 1 hr 23 min
    Can You Retire with a Nest Egg That’s Too Big?

    Can You Retire with a Nest Egg That’s Too Big?

    This week's retirement reading is from Kiplinger, titled Can You Retire with a Nest Egg That’s Too Big? 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/215. 
    Show Notes: RetireWithPurpose.com/215
    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

    • 25 min

Customer Reviews

4.7 out of 5
229 Ratings

229 Ratings

Jjgirl755 ,

Love the Podcast!

Love listening to Casey’s podcast, Retire with Purpose. Interesting and timely topics. Great guests. Thank you Casey!

Papa Barr ,

Learn something every time

I’ve listened to every episode now. I appreciate the great information and interesting guests.

Rob from Waterford ,

Annie Duke’s information on decision making

I really enjoyed the discussion with Annie Duke. Her examples were very easy to follow. Casey does a great job as an interviewer. His shows are very well done.

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