Retire With Purpose - The Retirement Podcast
Casey Weade
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life.
Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve.
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.
©2024 HOWARD BAILEY FINANCIAL, INC.
Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve.
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.
©2024 HOWARD BAILEY FINANCIAL, INC.
Episodes
Mentioned books
9 snips
Sep 26, 2025 • 23min
524: A New 4-Bucket Approach to Investing Before and After Retirement
Dive into the complex world of retirement investing, challenging the simple growth-versus-protection narrative. Learn about key risks like sequence-of-returns and how individual strategies should be tailored to your specific goals. Discover Tim Maurer’s innovative Four-Bucket Approach, emphasizing the importance of balancing growth, protection, giving, and living. Understand the shift from long-term aspirations to immediate charitable actions in retirement, and the need for income stability to enhance your quality of life.
30 snips
Sep 19, 2025 • 29min
523: Freedom After 50: Beyond the Pyramid—Rethinking Happiness in Retirement
Les McDaniel, a certified retirement coach at Howard Bailey Financial, joins the discussion to dive into the deeper aspects of retirement. They challenge the traditional view of Maslow’s hierarchy, suggesting that true happiness comes not from material possessions but from personal growth. The conversation uncovers the three levels of happiness and emphasizes the importance of self-reflection to unlock potential. McDaniel encourages listeners to focus on becoming their best selves, which fosters resilience and meaning in this new phase of life.
21 snips
Sep 15, 2025 • 41min
522: The Six Pillars to Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 2
Dr. Bobby Dubois, a board-certified internist, shares transformative insights on living longer and healthier. He highlights the importance of mind-body harmony, stressing practices like meditation and nature walks to reduce anxiety. Delve into the benefits of heat and cold exposure, including sauna use and cold plunges, backed by science. Most importantly, he reveals social connections as the strongest predictor of longevity, outpacing even exercise. Dr. Dubois encourages a coordinated approach to wellness, making you your own health 'quarterback'.
7 snips
Sep 12, 2025 • 31min
521: 5 Timeless Proverbs for a Wise and Wealthy Retirement
Explore how ancient proverbs can guide modern retirement planning. Discover the importance of budgeting and having an emergency fund, while navigating debt and understanding its emotional impacts. Delve into defining generosity and the idea of financial stewardship, promoting meaningful legacies. Learn about the balance between saving for tomorrow and living fully today with the 'Die With Zero' philosophy. Uncover how these timeless insights can lead to a wise and fulfilling retirement.
27 snips
Sep 8, 2025 • 1h 1min
520: The Six Pillars of Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 1
In this engaging conversation, Dr. Bobby Dubois, a Harvard-educated physician and Ironman Triathlete, shares his insights on living longer and healthier as we age. He outlines his six pillars of health, emphasizing the crucial roles of aerobic exercise, quality sleep, and strong relationships. Dr. Dubois draws from his extensive experience in wellness, highlighting that it's never too late to enhance your health. He also tackles common retirement health regrets and the importance of a personalized approach to fitness and nutrition for longevity.
Sep 5, 2025 • 29min
519: Freedom After 50: How to Break Free from Your Old Story and Shape Wisdom That Lasts
In this engaging discussion, Les McDaniel, a certified retirement coach at Howard Bailey Financial, shares insights on transforming lifequakes into personal growth. He dives into the concepts of fluid and crystallized intelligence, encouraging listeners to view aging as an opportunity for wisdom rather than decline. The conversation also redefines success in retirement, highlighting the importance of curiosity and community engagement. Les emphasizes the value of sharing wisdom with younger generations, promoting a legacy of meaning and impact.
18 snips
Aug 29, 2025 • 19min
518: Beyond Investment Risk: Why Income Risk Could Change Your Retirement Plan
Explore the often-overlooked concept of income risk in retirement planning. Discover why traditional financial models might leave you exposed and how they can be enhanced by personalizing your strategies. Learn about different types of income risks and their implications, especially for younger investors. Gain insights on how to adjust your investment strategies based on your proximity to retirement and individual circumstances. The conversation emphasizes the importance of preparing for income disruptions in an ever-changing economy.
22 snips
Aug 22, 2025 • 32min
517: Freedom After 50: The Need for Next—Finding Meaning Beyond Milestones
Les McDaniel, a certified retirement coach, joins Casey Weade to delve into the quest for fulfillment post-retirement. They discuss how many retirees fall into the traps of status and pleasure-seeking, and share practical strategies for reclaiming purpose and connection. Listeners will discover the 'need for next' mindset and the 'good enough' principle to foster more meaningful lives. The conversation also highlights the importance of generational impact and how to build wealth with intention for future generations.
10 snips
Aug 15, 2025 • 21min
516: Mind the Inflation Gap: Why Forecasts Fail and How to Hedge Smart
Inflation's unpredictability challenges traditional forecasts. Discover how real assets like real estate and commodities can effectively hedge against inflation. The podcast explores the disconnect between consumer and professional inflation expectations, emphasizing the importance of diversification. Bitcoin's role as 'digital gold' is examined amidst its volatility, raising questions about its reliability. Listeners gain insights on integrating commodities into portfolios and strategic financial planning for retirement.
21 snips
Aug 11, 2025 • 1h 2min
515: The Soul of Wealth: Bridging the Gap Between Money and Happiness with Daniel Crosby, PhD
In this engaging conversation, Dr. Daniel Crosby, a leading psychologist and behavioral finance expert, explores how our emotions and mindset influence wealth and well-being. He discusses the psychological effects of market uncertainty and how political biases can cloud investment decisions. Daniel emphasizes the importance of focusing on controllable factors, the dangers of financial noise, and the pursuit of personal fulfillment beyond wealth alone. He shares insights on creating meaningful connections and embracing life’s impermanence for greater happiness.
