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Retire With Purpose - The Retirement Podcast

Latest episodes

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Jan 21, 2022 • 21min

265: Behavioral Biases And The Hierarchy Of Retirement Needs

This week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs. 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/265.  Show Notes: RetireWithPurpose.com/265 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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Jan 17, 2022 • 1h 8min

264: Adding Common Sense Strategies to Your Retirement Plan with Christine Benz

Today, I’m talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She’s the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all-around writer on the topic of retirement. Whenever I put together our Weekend Reading emails, which we send out every Friday, it’s hard for me not to include one of Christine’s articles. She has an incredible range of knowledge and expertise and a unique perspective that has proven to be invaluable throughout her career. In today’s conversation, we discuss the path Christine took into the world of finance. We dig into the benefits and drawbacks of being an individual investor and simple strategies you can apply right now to build a strong foundation to retire–no matter what stage of life you’re in. And on top of that, Christine graciously answered several questions from our Weekend Reading subscribers on topics including asset allocation, cryptocurrency, inflation, and more. I thoroughly enjoyed having her on the show, and I’m sure you’ll get a lot of value out of this episode as well. Enjoy! Show Notes: RetireWithPurpose.com/264 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading
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Jan 14, 2022 • 27min

263: 7 Principles to Help You Create Your Perfect Portfolio

This week's retirement reading is from MarketWatch titled, 7 Principles to Help You Create Your Perfect Portfolio. 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/263.  Show Notes: RetireWithPurpose.com/263 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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Jan 7, 2022 • 26min

262: What You’re Really Worried About When You’re Worried About Money

This week's retirement reading is from The Atlantic titled, What You’re Really Worried About When You’re Worried About 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/262.  Show Notes: RetireWithPurpose.com/262 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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Jan 3, 2022 • 54min

261: How Healthy Lifestyles Contribute to Greater Wealth with Dr. Glen Robison

Today, I’m talking to Dr. Glen Robison. Glen is the author of Healthy Dad Sick Dad: What Good is Your Wealth if You Don’t Have Your Health? In his book, he shares the stories of two fathers who experienced very different retirements–and how he improved his own health along the way. In a world where retirees are taking as many as 20 medications a day for preventable health conditions, and then miss out on opportunities because they’re too stiff and sore to enjoy life, Glen’s research has the potential to literally save lives. In this conversation, Glen and I talk about the personal health crisis that changed his life and outlook, his personal mission to change how people take care of themselves, and the simple lifestyle changes that can help us bring our bodies into balance and allow us to enjoy life at every stage. GET A FREE COPY OF GLEN’S BOOK, HEALTHY DAD SICK DAD: WHAT GOOD IS YOUR WEALTH IF YOU DON’T HAVE YOUR WEALTH? 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 to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It’s that simple! Show Notes: RetireWithPurpose.com/261 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading
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Dec 31, 2021 • 22min

260: The Most-Overlooked Tax Breaks for Retirees

This week's retirement reading is from Kiplinger titled, The Most-Overlooked Tax Breaks for Retirees. 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/260.  Show Notes: RetireWithPurpose.com/260 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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Dec 24, 2021 • 20min

259: Consider the Source – How to Cut Your Tax Bill

This week's retirement reading is from The Street titled, Consider the Source – How to Cut Your Tax Bill 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/259.  Show Notes: RetireWithPurpose.com/259 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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Dec 20, 2021 • 55min

258: Embracing the Slow Movement and Enjoying a Richer Retirement with Carl Honoré

Today, I’m talking to Carl Honoré. Carl has been called the “global guru on the Slow Movement” by The Globe and Mail. He’s the international bestselling author of Bolder and In Praise of Slow, and also presented a TED Talk called “In praise of slowness” that has earned over 3 million views. After reading an excerpt from one of Carl’s books from a previous episode of our Weekend Reading series, the wheels started spinning, but in a good way. And after doing some more research, I fell in love with his TED Talk and the story about speed-reading to his son–something I’ve certainly been guilty of–and I knew that I had to reach out to him so he could share the incredibly unique insights he has to offer with our audience. In this episode, Carl and I discuss the slow movement and how it’s grown over the last 15 years, how to tell where speed might be hindering your performance or relationships, and how you can reconnect with your inner tortoise at any stage of life–including retirement. GET A FREE COPY OF CARL’S BOOK, BOLDER: MAKING THE MOST OF OUR LONGER LIVES. 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 to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It’s that simple! Show Notes: RetireWithPurpose.com/258 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading
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Dec 17, 2021 • 19min

257: The Secret Is Out on 7.12% Inflation-Protected Bonds

This week's retirement reading is from Advisors Perspectives titled, The Secret Is Out on 7.12% Inflation-Protected Bonds. 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/257.  Show Notes: RetireWithPurpose.com/257 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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Dec 10, 2021 • 27min

256: An Actuarial Process for Better Decisions in Retirement

This week's retirement reading is from Advisors Perspectives titled, An Actuarial Process for Better Decisions in Retirement. 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/256.  Show Notes: RetireWithPurpose.com/256 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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