Retire With Purpose - The Retirement Podcast

This week's retirement reading is from Advisor Perspectives titled, How to Get Clients to Spend More 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/355.  Show Notes: RetireWithPurpose.com/355 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

This week's episode is all about bank failures with what has happened in Silicon Valley and how those failures can impact your investments. Listen in as Casey Weade shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/354.  Show Notes: RetireWithPurpose.com/354 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

Today, I’m talking to Steve Lopez. Steve has been a writer for the Los Angeles Times since 2001 and a four-time Pulitzer Prize finalist. He’s won over a dozen national journalism awards and three local news Emmys, and he’s written three novels, including The Soloist, which was adapted into one of my favorite movies.  In Steve’s new book, Independence Day: What I Learned About Retirement from Some Who’ve Done It and Some Who Never Will, he explores the meaning of work and how it defines us in a combination of memoirs, interviews, and guidance.  The book features conversations with a wide variety of people, including some who chose not to retire (like director Mel Brooks) and those who simply can’t retire, as well as aging scientists, geriatric specialists, and psychiatrists.  In today’s conversation, Steve and I talk about what it means to live with purpose and passion, how to tell which of the five categories of retirees that you fall into, and the big financial trends we should all be thinking about as the world around us changes. GET A FREE COPY OF STEVE’S BOOK, INDEPENDENCE DAY: WHAT I LEARNED ABOUT RETIREMENT FROM SOME WHO’VE DONE IT AND SOME WHO NEVER WILL 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 retirement isn’t necessarily about recreating your identity, but bringing a sense of identity with you into your next act. What Steve learned from retirees who didn’t have enough structure when their primary careers ended–and from guys like Mel Brooks and Norman Lear, who are happily working in their 90s and 100s. How boomers entering retirement with medical debt, climate change, and other factors are going to impact life for all of us, regardless of age.  What happened when Steve told his wife that working from home during COVID was a preview of retirement–and how they resolved the conflict that came from it. What it truly means to go where life is and do what replenishes you. Show Notes: RetireWithPurpose.com/353 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

This week's retirement reading is from FAmag.com titled, What Clients Worry About. 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/352.  Show Notes: RetireWithPurpose.com/352 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

This week's retirement reading is from The Long Run blog titled, Would You Trade Places with Warren Buffett? 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/351.  Show Notes: RetireWithPurpose.com/351 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

Today, I’m talking to Bob Carlson–America’s #1 retirement expert. Bob is the editor of Retirement Watch, a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System.  He’s written several highly influential books, including The Essential Guide to Retiring in the 2020s, and Where’s My Money?: Secrets to Getting the Most Out Of Your Social Security.  In this conversation, Bob and I get into the risk factors that can potentially derail your retirement at the last minute, the obstacles making retiring in the 2020s more challenging than they were in the early 2000s, and what you can do to minimize money stress and have a successful retirement.  We then set aside quite a bit of time to answer your burning questions about Social Security, including how to maximize your lifetime benefits, manage longevity risks, and how to plan for a future in which Social Security itself is set to run out of money in 2033.  GET A FREE COPY OF BOB’S BOOK, THE ESSENTIAL GUIDE TO RETIRING IN THE 2020s or WHERE’S MY MONEY?: SECRETS TO GETTING THE MOST OUT OF YOUR SOCIAL SECURITY. 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: How to find good financial advice–and sniff out writers who don’t have real expertise. What makes the 5 years before you retire so critical. Why retirement planning is getting more and more complicated every decade. How to avoid having to choose between spending less early into retirement or risking running out of money later on. Resources and tools you can use to get a better sense of your unique financial situation. Show Notes: RetireWithPurpose.com/350 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

This week's retirement reading is from Humble Dollar titled, Helpful in Theory. 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/349.  Show Notes: RetireWithPurpose.com/349 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

This week's retirement reading is from Forbes titled, Is Financial Planning As Good As Couples Therapy? 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/348.  Show Notes: RetireWithPurpose.com/348 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

Today, I’m thrilled to welcome Robert Laura back to the podcast. Back in 2020, we had a great conversation about the ways COVID was impacting retirement. Now, we’re shifting gears from a “No-Regrets Retirement Plan” mindset to redefining retirement and improving our retirement intelligence. Robert is the founder of RetirementProject.org and Naked Retirement. As the Retirement Activist, Robert is committed to changing the way people think about and prepare for every aspect of retirement. In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. His tremendous work also frequently appears in the Wall Street Journal, CNBC, Investor’s Business Daily, The Street, and many other publications. In this episode, we dig into Robert’s Retirement Quotient (RQ) test and what he’s learned throughout his career, studying why some people succeed and some fail in retirement from an individual–not a financial–perspective.  You’ll also learn why so many people underestimate just how intense retirement can be, why retirement is all about envisioning the life you want, and removing the negative stigma that the idea of retirement means happiness is over or that you’re put out to pasture. GET A FREE ACCESS TO ROBERT’S RQ TEST AND JOIN A GREAT DISCUSSION. 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 with your username to info@howardbailey.com, and we’ll provide that to you free of charge! In this podcast interview, you’ll learn: How to use the RQ test to assess your retirement readiness. Why so many retirees suffer in silence despite being financially stable. Why the “honeymoon phase” of retirement can be such a dangerous time. How to create a retirement plan when you don’t really want to retire. How retirement reorients work, helps us find new communities, and forge new connections in the outside world.  Show Notes: RetireWithPurpose.com/347 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

This week's retirement reading is from the Of Dollars and Data titled, Where Do Millionaires Keep Their Money? [It’s Not Where You Think] 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/346.  Show Notes: RetireWithPurpose.com/346 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