167 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
    • 4.7 • 185 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.

    Your Breadcrumb Legacy and Sage-ing with Dr. Jann Freed

    Your Breadcrumb Legacy and Sage-ing with Dr. Jann Freed

    Today’s guest is Jann Freed. Jann is a leadership development consultant and speaker who helps organizations improve employee engagement, navigate change, and develop leadership skills at all ages and career stages. 
    She specializes in helping employees over the age of 50 find meaning and purpose beyond careers. She uses a concept called the Breadcrumb Legacy, in which people create new meaning for themselves and others, to achieve this. 
    She is the co-author of five books, a professor, blogger, and podcaster, as well as a very active member of her community. 
    Jann joins the podcast to talk about her experiences coaching individuals from leadership into retirement, finding purpose in life as retirees’ full-time careers come to an end, and what she has learned from interviewing hundreds of the world’s foremost leaders on life and business.
    Show Notes: RetireWithPurpose.com/167
    Rate & Review the Podcast: RetireWithPurpose.com/review
    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 53 min
    Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis

    Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis

    This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. 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/166 
     
    Show Notes: RetireWithPurpose.com/166
    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 

    • 17 min
    The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities

    The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities

    This week's retirement reading is from Kitces, titled
    The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities. 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/165 
     
    Show Notes: RetireWithPurpose.com/165
    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
    The Hidden Benefits of Life Insurance with Jim Bowman

    The Hidden Benefits of Life Insurance with Jim Bowman

    Jim Bowman is the President of Life Operations at Advisors Excel, and someone I’ve known for many years. I’ve spoken to him for many hours about today’s topic - life insurance - well before we ever decided to record this podcast and his deep knowledge on the topic has proven hugely valuable to countless advisors - myself included.
    Life insurance isn’t just about ensuring that your family has cash flow in the event that you pass away or sustain a career-ending injury. It can also be used as powerful investment, a source of tax-free income, a way to cover long-term care, and for cash management.
    Today, Jim joins the podcast to discuss the major misconceptions surrounding life insurance, how to use life insurance as a protective policy and an investment tool over the course of your life and career, and the many different ways to put this asset class to work for you.
    Show Notes: RetireWithPurpose.com/164
    Rate & Review the Podcast: RetireWithPurpose.com/review
    Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

    • 1 hr 1 min
    Does Conflict-Free Advice Exist?

    Does Conflict-Free Advice Exist?

    This week's retirement reading is from Partners Advantage, titled Does Conflict-Free Advice Exist? 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/163 
     
    Show Notes: RetireWithPurpose.com/163
    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,

    • 26 min
    Retirement Tools That Are Misunderstood Yet Useful

    Retirement Tools That Are Misunderstood Yet Useful

    This week's retirement reading is from Forbes, titled Retirement Tools That Are Misunderstood Yet Useful. 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/162 
     
    Show Notes: RetireWithPurpose.com/162
    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 

    • 21 min

Customer Reviews

4.7 out of 5
185 Ratings

185 Ratings

re/bec ,

Retire with a purpose

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

TylerCoryJ ,

Real conversations

The interview with Brian Portnoy was my first introduction to this podcast and I’m grateful to have found it. The amount of noise in the financial media is getting louder and louder and these types of frank conversations about what really matters and keeping perspective is exactly what I needed. Thank you for sharing your work and insights for the benefit of us all!

joe6strings1 ,

Great interview with Brian Portnoy in Episode 155

I enjoyed the interview and discussion with Dr. Portnoy and was delighted by the focus on happiness goals in the context of wealth. Money is critical and an important component of happiness and living a meaningful life. The discussion about the 4 “C”s really resonated - especially connection and context. Thanks for a very informative podcast!

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