255 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 • 254 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.

    A High-Impact Transition into Your Third Act with Allan Milham

    A High-Impact Transition into Your Third Act with Allan Milham

    Today, I’m speaking with Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment.
    Allan has a world of experience, a graduate degree-level education in our field and more than 25 years of experience impacting top-performing teams and individuals ranging from startups and Olympians, to Fortune 50 companies.
    With his unique perspectives on the retirement stage of our lives, his team is focused on capturing the values and core beliefs that truly matter by offering highly customized programs tailored to each individual or team's needs and desired outcomes.
    In this conversation, we dig into Allan’s high-impact concepts for the transition into your third act, why baby boomers may hold more value in today’s workforce than they think, and how everyone has the opportunity to be a leader and make an impact as they transition to the next stage of their life.
    Show Notes: RetireWithPurpose.com/255
    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

    • 55 min
    Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors

    Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors

    This week's retirement reading is from Market Watch titled, Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors. 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/254. 
    Show Notes: RetireWithPurpose.com/254
    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
    Learning to Embrace the Chaos & The End of History Illusion

    Learning to Embrace the Chaos & The End of History Illusion

    This week's retirement reading is from A Wealth of Common Sense titled, Learning to Embrace the Chaos & The End of History Illusion. 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/253. 
    Show Notes: RetireWithPurpose.com/253
    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

    • 16 min
    Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox

    Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox

    Today, I’m speaking with Avivah Wittenberg-Cox. Avivah is the CEO of 20-first, a global balance consultancy that works with C-suite teams to achieve gender and generational balance by focusing on leadership, culture, and systems. 
    A regular contributor to Forbes and Harvard Business Review, she’s also the author of Seven Steps to Leading Gender-Balanced Businesses, Why Women Mean Business: Understanding the Emergency of Our Next Economic Revolution, and Late Love: Mating in Maturity.
    Avivah’s work caught my eye when I came across her Forbes article entitled “Retirement, Redundancy, Rejection: The Extreme Emotionality of Ending” and I’m thrilled to have her on the show to dig into her thoughts and insights on retirement.
    In today’s conversation, we talk about the amazing opportunities facing retirees today, as well as the challenges and extreme emotions retirees are facing, and the three Rs she wants people to think about as they approach retirement: reinvention, relevance, and return on life.
    GET A FREE COPY OF AVIVAH’S BOOK, LATE LOVE: MATING IN MATURITY

    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/252
    Rate & Review the Podcast: RetireWithPurpose.com/review
    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 1 hr
    Who the Happiest Retirees and Most Unhappy Retirees Are

    Who the Happiest Retirees and Most Unhappy Retirees Are

    This week's retirement reading is from Next Avenue titled, Who the Happiest Retirees and Most Unhappy Retirees Are. 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/251. 
    Show Notes: RetireWithPurpose.com/251
    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

    • 19 min
    Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility

    Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility

    This week's retirement reading is from Kitces titled, Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility. 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/250. 
    Show Notes: RetireWithPurpose.com/250
    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

    • 26 min

Customer Reviews

4.7 out of 5
254 Ratings

254 Ratings

maddie@podcastingyou ,

Super informative!

Each episode breaks down an aspect of retirement strategy and financial freedom in a way that is easy to understand. This podcast provides invaluable insights and practical advice to best help you in planning for the future!

GYELP ,

Thought Provoking Retirement Planning Resource

I recently found Casey's "Retire With Purpose" podcast and find it to be very helpful. He is a great podcast host and discusses relevant retirement topics and trends with various experts in finance and retirement. The information I learn helps me to make better financial decisions to fulfill my retirement goals. I found the Social Security, life insurance and withdrawal strategy topics very interesting. These shows challenged me to reconsider my retirement strategy.

lokdinmyhous ,

Nice job on inflation vs. stocks

I know this issue is not as simple as looking at long term averages. Inflation is challenging. Although stocks enjoy a party at the beginning of that cycle, they eventually falter dur to higher yields on safer securities. That said, you are right that investors can’t hide in cash during this period. Would love to have a conversation about this.

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