

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

May 6, 2022 • 20min
287: Why Is The Market Going Down?
This week's retirement reading is from Financial Advisor Magazine titled, Why Is The Market Going Down? 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/287. Show Notes: Howardbailey.com/287 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

Apr 29, 2022 • 21min
286: Is It Really Better To Control Our Emotions?
This week's retirement reading is from Financial Advisor Magazine titled, Is It Really Better To Control Our Emotions? 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/286. Show Notes: Howardbailey.com/286 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

Apr 25, 2022 • 52min
285: The Path to a Purposeful ‘Unretirement’ with Richard Eisenberg
Today I’m talking to Richard Eisenberg. Richard started his career as a finance writer at Money back in 1978 and has been writing about personal finance, money, and retirement for decades. He recently left his post as the Senior Web Editor of the Money & Security and Work & Purpose channels for Next Avenue. However, in what he calls his “unretirement,” he’s started writing a new column for MarketWatch, contributed to Next Avenue, and become the co-host of the Friends Talk Money podcast. While some finance writers want to help rich people get richer, Richard has focused his career on helping others manage their money better and make smarter financial decisions. In a world where there’s so much more information, financial products, and opinions than ever before, Richard has a wealth of knowledge and a proven track record at sifting through the data to provide sound and relatable financial advice. In this conversation, Richard and I discuss how to make sense of the tremendous amount of financial information and articles available today, the 5 keys to a successful semi-retired or unretired lifestyle, and how to discover new meaning and purpose in the next stage of your life. In this podcast interview, you’ll learn: How finance–and finance education–has changed over the course of Richard’s 40+ year career. How to identify whether you can trust the author of a piece of financial writing and what to look out for. The difference between a midlife crisis and a midlife financial crisis. How Richard defines unretirement. Why Richard decided to “unretire” and what fellow “unretirees” should be looking out for in their own lives. The 5 keys to a successful ‘unretirement.’ How Richard defines purpose–and why he believes that everyone who can should unretire. Show Notes: Howardbailey.com/285 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Apr 22, 2022 • 27min
284: For Real Financial Security, Do NOT Do What Everyone Else Is Doing
This week's retirement reading is from Kiplinger titled, For Real Financial Security, Do NOT Do What Everyone Else Is Doing 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/284. Show Notes: Howardbailey.com/284 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

Apr 15, 2022 • 19min
283: The Yield Curve Just Inverted…Now What?
This week's retirement reading is from Of Dollars And Data titled, The Yield Curve Just Inverted…Now What? 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/283. Show Notes: Howardbailey.com/283 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

Apr 11, 2022 • 1h 5min
282: A New Theory on What Causes Inflation with Economist John Cochrane
Today, I’m talking to John Cochrane. John is an economist and the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution. He’s a former Professor of Finance at the University of Chicago Booth School of Business and the Department of Economics, and the author of the Grumpy Economist blog. John’s work is focused on monetary policy and the fiscal theory of the price level, and he’s written at length about macroeconomics, health insurance, econometrics, and regulations, to name just a few topics. In his upcoming book, The Fiscal Theory of the Price Level, he proposes the thesis that government debt is a core driver of inflation, that high interest rates can make deficits worse, and fiscal policy has to come with monetary policy to solve this problem. In our conversation, John and I talk about why he’s still optimistic about the long-term outlook despite almost always seeing storm clouds on the horizon, why he doesn’t like to use the word capitalism, and how retirees can learn from his research to best protect themselves from rampant inflation in the years to come. In this podcast interview, you’ll learn: How John maintains a positive attitude in the face of what can seem like neverending bad news and idiotic economic policy. Why the entrepreneurial spirit of the United States feels more stifled than ever before. Why risk management is so important for retirees right now. The one thing John would do right now if he were Fed chairman. John’s tax strategy advice for anyone looking to future-proof their portfolio. Why John thinks the US dollar will continue to be the global currency. Show Notes: Howardbailey.com/282 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Apr 8, 2022 • 19min
281: Stop Trying To Optimize Your Retirement Plan
This week's retirement reading is from Forbes titled, Stop Trying To Optimize Your Retirement Plan. 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/281. Show Notes: Howardbailey.com/281 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

Apr 1, 2022 • 21min
280: Interest Rates Are Getting Weird
This week's retirement reading is from A Wealth of Common Sense titled, Interest Rates Are Getting Weird. 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/280. Show Notes: Howardbailey.com/280 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

Mar 28, 2022 • 1h 2min
279: Rejecting Ageism with Ashton Applewhite
Today, I’m talking to Ashton Applewhite. Ashton is an author, journalist, speaker, and activist who is on a mission to raise awareness and push back against ageism. She is the author of This Chair Rocks: A Manifesto Against Ageism and Cutting Loose: Why Women Who End Their Marriages Do So Well. Her work was inspired by a project in which she interviewed older people in the workforce, learning about longevity and happiness–and discovered that most of her ideas about late life were either off base or completely wrong. She became fascinated by why ageism is so prominent, who benefits from it, and what she could do to change people’s perceptions and ideas around it. Before becoming an advocate against ageism, Ashton wrote the best-selling, mass-market book of 1983, Truly Tasteless Jokes, and was the first-ever author to have four books on the New York Times bestseller list at the same time. She’s been recognized as an expert on aging by the New York Times, NPR, The New Yorker, and the American Society on Aging, and she’s contributed to Harper’s, the Guardian and many more. In today’s conversation, Ashton joins the podcast to talk about why we’re so unnecessarily afraid of getting older, what drives those fears, and how to make aging a lot less fearsome (and a whole lot more interesting)–and the fascinating things she’s learned on her remarkable journey. GET A FREE COPY OF ASHTON’S BOOK, THIS CHAIR ROCKS: A MANIFESTO AGAINST AGEISM 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! Show Notes: Howardbailey.com/279 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Mar 25, 2022 • 17min
278: Why Most Financial Advisors Do Not Provide Valuable Tax Planning
This week's retirement reading is from Forbes titled, Why Most Financial Advisors Do Not Provide Valuable Tax Planning. 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/278. Show Notes: Howardbailey.com/278 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