
Retire With Purpose - The Retirement Podcast
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.
Latest episodes

Nov 24, 2023 • 25min
404: Could Your Retirement Savings Withstand an 8% Withdrawal Rate?
This week's retirement reading is from Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? 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/404. Show Notes: RetireWithPurpose.com/404 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

Nov 17, 2023 • 31min
403: The Misery of Money Without Meaning: Preventing Your Net Worth from Dictating Your Self-Worth
This week's retirement reading is from The Root of All blog titled, The Dark Side of Money. 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/403. Show Notes: RetireWithPurpose.com/403 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

Nov 13, 2023 • 29min
402: Transforming Your Health and Defying Aging Stereotypes with Joan MacDonald
Today, I’m talking to Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn’t walk up and down stairs, and feared she may suffer from additional health issues in the future. She enlisted her daughter and fitness trainer, Michelle, to help and achieved astounding results. She joined a transformation group called The Wonder Women, lost 60 pounds, and now works with her daughter to inspire, motivate, and train others to improve their wellness at any age on Instagram, YouTube, and her program, Train with Joan. Together, they co-authored Flex Your Age, Defy Stereotypes and Reclaim Empowerment. In our conversation, Joan and I talked about what inspired her to finally make a major lifestyle change, how you can change your beliefs about physical health and aging at any age, and how to integrate simple exercises into your daily routine. GET A FREE COPY OF JOAN’S BOOK, FLEX YOUR AGE, DEFY STEREOTYPES AND RECLAIM EMPOWERMENT Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: What happened in the “game-changing” first six months of Joan’s fitness transformation–and what her daughter Michelle did to make sure that these changes stuck. How to get over your fears and conquer the barriers stopping you from making big changes. Why strength training doesn’t mean you’re going to look “bulky.” How Joan tracks macronutrients to plan her meals to build muscle and lose fat–and why you don’t need to be perfect at this to achieve amazing results. Why there’s never been a better time than now to get started. Show Notes: RetireWithPurpose.com/402 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

Nov 10, 2023 • 26min
401: Examining Retirement Risk: How to Mitigate the 8 Forms of Investment Risk
This week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have 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/401. Show Notes: RetireWithPurpose.com/401 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

Nov 3, 2023 • 27min
400: Debunking the Financial Dark Side: 5 Times When “Bad” Money Moves Can be Good
This week's retirement reading is from Mr-Stingy titled, A Bit of a Bad Thing 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/400. Show Notes: RetireWithPurpose.com/400 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

Oct 30, 2023 • 1h 11min
399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg
For over 50 years, Nancy Schlossberg has been helping adults grow and navigate life’s big transitions. She’s a former professor of counseling psychology, former president of the National Career Development Association, and currently serves as co-president of Transitions Works, a consulting group. She was the first woman executive at the American Council of Education, and she established the Office of Women in Higher Education in 1973. She’s also written ten books, including Too Young To Be Old: Love, Learn, Work, and Play as You Age. It’s an accessible, upbeat guide in which she looks at the basic issues of aging – health, finances, and relationships – to give her readers lots to think about as they develop a deliberate plan to age happily. In our conversation, Nancy explains why she doesn’t regret retiring (but regrets how she did it), what it really means to age well, and her unique frameworks for navigating life’s transitions as you approach the next phase of your life. GET A FREE COPY OF NANCY’S BOOK, TOO YOUNG TO BE OLD Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: How Nancy’s own unhappy retirement led her to explore how older individuals can build meaningful connections and communities. What it means to age with panache. Why a transition can be any event or non-event that changes your life – and Nancy’s 4 S’s (situations, self, support, and strategies) to help you navigate them. Which of Nancy’s retirement paths you’re on (adventurer, continuer, easy glider, searcher, retreater, involved spectator) and why this is all but guaranteed to twist and turn over the course of your life. Show Notes: RetireWithPurpose.com/399 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

Oct 27, 2023 • 23min
398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker
This week's retirement reading is from Morningstar titled, Clients Suffering From Choice Overload? Here's How to Manage 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/398. Show Notes: RetireWithPurpose.com/398 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

Oct 20, 2023 • 33min
397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money
Steve Sanduski, financial advisor and author, explores the concept of having 'enough' wealth and its relationship to happiness and fulfillment. Discover the joy of releasing money, the fear of wealth, and the fear-driven nature of politics. Gain insights into understanding your mindset regarding money and the impact of financial goals on your life.

5 snips
Oct 16, 2023 • 1h 5min
396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson
Today, I’m talking to a baby boomer who has no intention of “retiring” – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he’s on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life’s journey. In his book, Replace Retirement: Living Your Legacy in the Exponential Age, he teaches readers to create purposeful, rewarding, and inspired life plans. Filled with success stories and proven tools, he wants you to chart a course for a fuller, richer life today and continue making the world a better place for years to come. In our conversation, John shares how he teaches others how to achieve their greatest potential, how to prevent your life or career from falling victim to disruptors before it’s too late, and everything you need to craft a legacy map and chart a course for the next phase of your life. GET A FREE COPY OF JOHN’S BOOK, REPLACE RETIREMENT: LIVING YOUR LEGACY IN THE EXPONENTIAL AGE Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: What massive transformational purpose is and how it shows up in our lives. Why John replaced retirement as we know it with intentional living–and how a meeting with Verne Harnish and Peter Diamandis transformed his life. How retirement can turn high achievers into shells of their former selves How to stop floundering and get your focus and momentum back. What it means to truly create and leave a legacy for your family and where so many people go wrong. How to set a vision for your future self by taking small steps, rejecting perfectionism, and doing the little things that make big differences. Show Notes: RetireWithPurpose.com/396 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

Oct 13, 2023 • 30min
395: Should You Delay Taking Social Security Benefits?
This week's retirement reading is from Morningstar titled, Should You Delay Taking Social Security Benefits? 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/395. Show Notes: RetireWithPurpose.com/395 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