

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

Aug 4, 2023 • 22min
380: Investment Tradeoffs: Why You Should Know Your Return on Hassle
This week's retirement reading is from Of Dollars and Data titled, The Return on Hassle Spectrum. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/380. Show Notes: Howardbailey.com/380 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

Jul 28, 2023 • 28min
379: Top 10 Ways to Grow Wealth in the Markets Ranked by Likelihood of Success
This week's retirement reading is from The Big Picture blog titled, How to Get Rich in 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 Howardbailey.com/379. Show Notes: Howardbailey.com/379 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

Jul 24, 2023 • 58min
378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement
Today's episode is a little different. I had the pleasure of being on Dr. Jordan Grumet's Earn & Invest podcast and absolutely loved the content, so I'm sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement. You might recognize Jordan's name as he was my guest in May of this year. For those that don't know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for deep conversations about money and life. He's the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, a full-time author and podcaster, and a regular contributor to Medscape, MarketWatch, and many other outlets. In this conversation, we covered a wide range of topics, including the story of my own semi-retirement, what it truly means to be job optional, how to unlock your true potential and set yourself up for success before and during retirement. In this podcast interview, you'll learn: What I learned when my son was born with a congenital birth defect and I was forced into semi-retirement for six months. The value of taking sabbaticals well before you retire to start to understand what real retirement feels like. Why the conversations that should be happening with financial planners and retirement coaches don't happen. How to use data to approach retirement given your unique background and circumstances. Why so many people are working in retirement today compared to the previous generation. Ways to think about and approach long-term care planning. The unique roadblocks likely to affect people planning for retirement in the next 20 years. Show Notes: Howardbailey.com/ 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

Jul 21, 2023 • 22min
377: When is Cost Irrelevant? Elevate Financial Fulfillment by Pinpointing Your Minimum Price Point
This week's retirement reading is from Mr-Stingy titled, Minimum Size — Big Enough To Matter, Not Too Big That It's Wasteful. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/377. Show Notes: Howardbailey.com/377 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

Jul 14, 2023 • 20min
376: The Psychology of Financial Independence: Why Pinpointing Your Happiness Quotient (HQ) Can Help You Live with Fulfillment
This week's retirement reading is from the Money with Katie blog titled, Investing for Money vs. Investing for Happiness. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/376. Show Notes: Howardbailey.com/376 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

Jul 10, 2023 • 56min
375: Food and Fitness After 50 with Christine Rosenbloom, PhD, RDN
Today, I'm talking to Dr. Christine Rosenbloom, PHD, RDN. She has over 40 years of experience in nutrition with specialties in sports nutrition and gerontology. She is Nutrition Professor Emeritus at Georgia State University as well as the President of Chris Rosenbloom Food & Nutrition Services, where she provides nutrition consulting. In her book, Food and Fitness After 50: Eat Well, Move Well, Be Well, she shares her personal experiences and offers a common-sense approach to help you learn what it takes to control your food choices and fitness strategies as you navigate your 50s, 60s, 70s, and beyond. Brilliantly, she translates the latest science on aging, nutrition, and exercise into simple actionable steps. In our conversation, Christine shares the story of how she found her purpose by helping older people live healthier lives through better eating and physical activity, the undeniable links between nutrition, mobility, and wellness, and everything you can do to ensure the greatest quality of life for as long as possible. GET A FREE COPY OF CHRISTINE'S BOOK, FOOD AND FITNESS AFTER 50: EAT WELL, MOVE WELL, BE WELL 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 to start making sense of the overwhelming amount of information about our health (and our finances!) out there. How to build a fitness plan to meet your goals–even if you just want to be able to carry your own suitcases and play golf into your 90s. Why managing sleep, stress, and social connections is so important. Different approaches you can take to manage your well-being before adding another pill to your daily routine. Why the low-fat approach from the 1970s and 80s persists—and why Chris would never recommend it now. Show Notes: Howardbailey.com/375 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

Jul 7, 2023 • 24min
374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them
This week's retirement reading is from the Morningstar titled, Are You Making These 5 Common Portfolio Mistakes? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/374. Show Notes: Howardbailey.com/374 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

Jun 30, 2023 • 30min
373: Better Investing: Why it Begins with Exploring the History of Financial Advice
This week's retirement reading is from the A Wealth Of Common Sense titled, The Evolution of Financial Advice. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/373. Show Notes: Howardbailey.com/373 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

Jun 23, 2023 • 23min
372: Demystifying Financial indicators: 5 False Proxies That Can Deceive Your Money Mindset
This week's retirement reading is from the Best Interest Blog titled, False Proxies That Deceive Your Finances. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/372. Show Notes: Howardbailey.com/372 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

Jun 19, 2023 • 1h 5min
371: Examining How Risk Tolerance and Aversion Factors Into Your Retirement Income Plan with Michael Finke, PhD
Today, I'm talking to Dr. Michael Finke, Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at the American College. He's the Director of the Granum Center for Financial Security, and he's been my professor a few times throughout my career. I've always been a huge fan of his academic, unbiased approach, and you've undoubtedly seen Michael's work featured here in our Weekend Reading for Retirees email series over the years. He's published over 50 peer-reviewed articles and is widely quoted in many leading consumer publications. In 2021, he co-authored a research paper titled, Guaranteed Income: A License to Spend with David Blanchett, a previous guest of the show, and also co-hosts the Wealth, Managed podcast with David as well. He's been a tremendous resource to me and many others, and I'm thrilled to talk to him today. In our conversation, Michael and I talk about how our eating and investing habits are so intertwined, how to find true happiness and your purpose in retirement, and how risk factors into your income planning, regardless of your risk tolerance. In this podcast interview, you'll learn: How Michael's first career as a food consumption researcher influenced his economic perspective–and the correlation between healthy eating and investing. Why our society gets so distracted by outliers in economics and politics. How risk aversion influences everything we do in investing and retirement. Why annuities are being used more and more for wealth accumulation instead of lifetime income–and how this is changing the perception of annuities. Why so many people can't stand to see the numbers in their bank accounts get smaller in retirement–even if they're overfunded. Show Notes: Howardbailey.com/371 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


