174 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 • 189 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.

    What a Cash Out Refinance Means for Retirees

    What a Cash Out Refinance Means for Retirees

    This week's retirement reading is from USNews, titled What a Cash Out Refinance Means for Retirees. 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/174 
     
    Show Notes: RetireWithPurpose.com/174
    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,

    • 17 min
    Making Sense of Medicare with Danielle Roberts

    Making Sense of Medicare with Danielle Roberts

    Danielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare for the costs of healthcare in retirement.
    In her bestselling book, 10 Costly Medicare Mistakes You Can't Afford to Make, she helps new retirees know the Medicare pitfalls and how to avoid them, how to make major Medicare decisions, and the costly penalties that can happen as a result of poor planning.
    As we get inundated with Medicare questions during open enrollment, Danielle joins the podcast to talk about why Medicare is so complex, the major mistakes that people make when choosing and using Medicare coverage, and how to get the guidance you need to ensure that you’ll be able to access vital health services in retirement.
    Show Notes: RetireWithPurpose.com/173
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    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 1 hr 7 min
    Year-End Retirement Planning Deadlines for 2020

    Year-End Retirement Planning Deadlines for 2020

    This week's retirement reading is from UsNews, titled Year-End Retirement Planning Deadlines for 2020. 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/172 
     
    Show Notes: RetireWithPurpose.com/172
    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,

    • 30 min
    What's Really Guaranteed With Fixed Rate Annuities?

    What's Really Guaranteed With Fixed Rate Annuities?

    This week's retirement reading is from ThinkAdvisor, titled What's Really Guaranteed With Fixed Rate Annuities? . 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/171 
     
    Show Notes: RetireWithPurpose.com/171
    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,

    • 25 min
    Giving Back in Retirement with Phil Cubeta

    Giving Back in Retirement with Phil Cubeta

    Today I’m talking with Phil Cubeta. Phil is the Assistant Professor of Philanthropy, CAP® Program Director, and Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services, where he directs and teaches the Chartered Advisor in Philanthropy® program.
    Phil’s work has appeared in The New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times. Prior to joining the American College, he served as Chief of Staff for The Nautilus Group, a subsidiary of New York Life Insurance Company that provides estate, business, and philanthropic strategies through 200 of the company’s top agents to affluent clients.
    Today, Phil joins the podcast to talk about what philanthropy really is, the challenges and issues retirees face as they work to create a legacy, and how to create a plan that works from abundance instead of scarcity to help you support people, organizations, and communities close to your heart.
    Show Notes: RetireWithPurpose.com/170
    Rate & Review the Podcast: RetireWithPurpose.com/review
    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 1 hr
    What If Stocks Don't Always Go Up? Advice for Millennials

    What If Stocks Don't Always Go Up? Advice for Millennials

    This week's retirement reading is from Bloomberg, titled What If Stocks Don't Always Go Up? Advice for Millennials . 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/169 
     
    Show Notes: RetireWithPurpose.com/169
    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,

    • 23 min

Customer Reviews

4.8 out of 5
189 Ratings

189 Ratings

lab1417 ,

Review

Excellent information... glad I joined boomers!

Retiree want to be ,

Retire with Purpose

Excellent topic leading into retirement haven’t given non financial topics much thought but just as important for successful retirement.

re/bec ,

Retire with a purpose

Appreciate the information which was clearly communicated. Brought up questions that I haven’t thought of before.

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