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Retire With Purpose - The Retirement Podcast

Latest episodes

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May 19, 2023 • 14min

365: Debt Ceiling Debate: How Will the Markets Fare?

This week's retirement reading is from FAmag.com titled, Who's Not Sweating The Debt Ceiling? The Markets. 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/365.  Show Notes: RetireWithPurpose.com/365 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
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May 15, 2023 • 54min

364: Valuable Lessons of Teamwork, Leadership and Legacy from 4x Super Bowl Champion, Rocky Bleier

Today, I’m talking to former Pittsburgh Steelers running back Robert “Rocky” Bleier. Rocky is a 4x Super Bowl champion, the Bronze Star Medal and Purple Heart recipient, and the author of Fighting Back: The Rocky Bleier Story and Don’t Fumble Your Retirement.  Rocky has made a massive impact on people’s lives as a parent, grandparent, serviceman, and Pittsburgh Steeler–and it was an honor to talk to him today in anticipation of his upcoming speech at his alma mater, Notre Dame.  In our conversation, we get into the big lessons Rocky learned about teamwork and leadership from his college football days at Notre Dame, how his experience in the army translated to his life in the NFL, and how we build a legacy through our actions–and what we teach–for future generations.  GET A FREE COPY OF ROCKY’S BOOK, FIGHTING BACK: THE ROCKY BLEIER STORY 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 the fundamentals for successful football teams translate into fundamentals for success in life. Why it’s so important to take care of the basics–both financially, and in who you are.   Rocky’s story of being drafted in the NFL by the Pittsburgh Steelers and then by the US Army in his first NFL season and how he handled it. How Rocky survived getting cut after coming back from Vietnam too weak to play football, transformed his mind and body, and broke into his team’s starting lineup. Taking care of the basics and laying a solid foundation will make the challenges in life (and business) easier. Show Notes: RetireWithPurpose.com/364 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
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May 12, 2023 • 24min

363: Myths About the Traditional and Roth 401(k)/IRA - Part 2

This week's retirement reading is part 2 of our discussion on the post from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks. 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/363.  Show Notes: RetireWithPurpose.com/363 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
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May 5, 2023 • 28min

362: Myths About the Traditional and Roth 401(k)/IRA - Part 1

This week's retirement reading is from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks. 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/362.  Show Notes: RetireWithPurpose.com/362 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
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May 1, 2023 • 1h 12min

361: Advice on Financial Independence, Building Wealth and Living Regret-Free from Hospice Doctor, Jordan Grumet, MD

Today, I’m talking to Dr. Jordan Grumet. Jordan is an associate medical director at JourneyCare Hospice, a financial blogger turned host of the award-winning Earn & Invest Podcast, and the author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.  In his book, he shares what the end of life can teach us about the secret to financial independence and how to make every moment count. People have so many questions about money, whether it’s better to save for the future or enjoy what we have earned today, and we’ll discuss some of those age-old questions on today’s podcast. In our conversation, we dig into how death has informed his unique perspective in finance, why the questions so many people ask at the end of their lives are the ones you should be asking right now, and the tactics and strategies you can use to be more intentional about both your money and your time.  GET A FREE COPY OF JORDAN’S BOOK, TAKING STOCK: A HOSPICE DOCTOR’S ADVICE ON FINANCIAL INDEPENDENCE, BUILDING WEALTH, AND LIVING A REGRET-FREE LIFE 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 losing his father at the age of seven informed Jordan’s perspective on finance.  What Jordan learned from talking to hospice patients about their successes, failures, and what they still aimed to accomplish with the life they had left. Why Jordan doesn’t believe in the YOLO mindset–but has become a lot less anti-YOLO through his work. Why net worth almost never comes up when talking to people who have a limited amount time left–and how this shows us what really matters. How to create a fixed-time schedule that frees you up to focus more on what matters most to you.  Why Jordan thinks people who embrace the FIRE movement have the same problems as those who save for 30 years, then can’t spend.  Who to talk to when you need to make end-of-life choices.  Show Notes: RetireWithPurpose.com/361 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
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Apr 28, 2023 • 21min

360: Retirement Risk Planning: Cover the Average Case, Look Out for the Extreme Case

This week's retirement reading is from MrStingy.com titled, Cover The Average Case, Look Out For The Extreme Case. 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/360.  Show Notes: RetireWithPurpose.com/360 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
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Apr 21, 2023 • 21min

359: Would You Rather Outperform During Bull Markets or Bear Markets?

This week's retirement reading is from A Wealth Of Common Sense titled, Would You Rather Outperform During Bull Markets or Bear Markets?. 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/359.  Show Notes: RetireWithPurpose.com/359 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
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Apr 14, 2023 • 25min

358: 6 Unconventional Luxury “Goods” You Can Leverage with Financial Independence

This week's retirement reading is from Morningstar titled, Real Luxury Goods Don’t Have Brand Names. 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/358.  Show Notes: RetireWithPurpose.com/358 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
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Apr 10, 2023 • 45min

357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw

Today, I’m talking to Dr. Sarah Fallaw. Sarah is the founder and president of DataPoints, where she provides her clients with technologically enabled financial psychology tools to enhance wealth building. If you’ve been following the podcast, you’ve likely seen Sarah’s writing and research in our Weekend Reading for Retirees series. Her work has been featured in the Journal of Financial Planning, Financial Planning Review, and Industrial and Organizational Psychology.  In her book, The Next Millionaire Next Door, she updates her father’s classic text (and one of my dad’s favorite books) to answer the question: what does it take to be the Millionaire Next Door today?  In our conversation, Sarah shares the biggest lessons she took away from her father, Dr. Thomas J. Stanley. We explore the traits that set people up to succeed in life and business, what it means to be wealthy in this modern era, and the common behaviors we see in clients of all ages when making effective financial decisions. GET A FREE COPY OF SARAH’S BOOK, THE NEXT MILLIONAIRE NEXT DOOR 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 B-O-O-K 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: Why there’s a difference between being rich and well-off. How social media–and watching people drive, buy, and wear things–may have a huge impact on the next generation of savers. Why successful investing behaviors can be learned and improved–and how to do it. The difference between behavioral finance and financial psychology. Sarah’s advice for the millionaire next door who has more than they need, but struggles to enjoy what they’ve worked so hard for in retirement. Show Notes: RetireWithPurpose.com/357 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
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Apr 7, 2023 • 22min

356: Retirement Income Planning: 7 Sources to Build and Maintain Wealth

This week's retirement reading is from Of Dollars and Data titled, The 7 Streams of Income to Get Rich. 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/356.  Show Notes: RetireWithPurpose.com/356 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

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