

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

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 Howardbailey.com/257. Show Notes: Howardbailey.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

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 Howardbailey.com/256. Show Notes: Howardbailey.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

Dec 6, 2021 • 56min
255: A High-Impact Transition into Your Third Act with Allan Milham
Today, I’m speaking with Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment. Allan has a world of experience, a graduate degree-level education in our field and more than 25 years of experience impacting top-performing teams and individuals ranging from startups and Olympians, to Fortune 50 companies. With his unique perspectives on the retirement stage of our lives, his team is focused on capturing the values and core beliefs that truly matter by offering highly customized programs tailored to each individual or team's needs and desired outcomes. In this conversation, we dig into Allan’s high-impact concepts for the transition into your third act, why baby boomers may hold more value in today’s workforce than they think, and how everyone has the opportunity to be a leader and make an impact as they transition to the next stage of their life. Show Notes: Howardbailey.com/255 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

Dec 3, 2021 • 26min
254: Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors
This week's retirement reading is from MarketWatch, titled, Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors. 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/254. Show Notes: Howardbailey.com/254 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

Nov 26, 2021 • 16min
253: Learning to Embrace the Chaos & The End of History Illusion
This week's retirement reading is from A Wealth of Common Sense titled, Learning to Embrace the Chaos & The End of History Illusion. 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/253. Show Notes: Howardbailey.com/253 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

Nov 22, 2021 • 1h 1min
252: Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox
Today, I’m speaking with Avivah Wittenberg-Cox. Avivah is the CEO of 20-first, a global balance consultancy that works with C-suite teams to achieve gender and generational balance by focusing on leadership, culture, and systems. A regular contributor to Forbes and Harvard Business Review, she’s also the author of Seven Steps to Leading Gender-Balanced Businesses, Why Women Mean Business: Understanding the Emergency of Our Next Economic Revolution, and Late Love: Mating in Maturity. Avivah’s work caught my eye when I came across her Forbes article entitled “Retirement, Redundancy, Rejection: The Extreme Emotionality of Ending” and I’m thrilled to have her on the show to dig into her thoughts and insights on retirement. In today’s conversation, we talk about the amazing opportunities facing retirees today, as well as the challenges and extreme emotions retirees are facing, and the three Rs she wants people to think about as they approach retirement: reinvention, relevance, and return on life. GET A FREE COPY OF AVIVAH’S BOOK, LATE LOVE: MATING IN MATURITY 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: Howardbailey.com/252 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Nov 19, 2021 • 19min
251: Who the Happiest Retirees and Most Unhappy Retirees Are
This week's retirement reading is from Next Avenue titled, Who the Happiest Retirees and Most Unhappy Retirees Are. 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/251. Show Notes: Howardbailey.com/251 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

Nov 12, 2021 • 26min
250: Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility
This week's retirement reading is from Kitces titled, Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility. 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/250. Show Notes: Howardbailey.com/250 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

Nov 8, 2021 • 1h 9min
249: Revolutionizing Retirement and Maximizing Your Bonus Years with Dorian Mintzer
Today’s guest is Dorian Mintzer. Dorian is a world-class retirement coach, a doctor of philosophy, and the founder of Revolutionize Retirement. Dorian believes that our bonus years are a time to learn, grow, and evolve–and that we need to live our lives with intention, not regrets. She helps her clients discover their gifts, live their purpose, and make a difference in their world. As new parents in their fifties and sixties, she and her husband are also living proof that there’s no “one size fits all” transition, and that retirement is a journey and not a destination. She’s also the co-author of The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together, where she explores how couples can continue to earn money, stay engaged in life, and remain happy together. In today’s conversation, we dive into what exactly it means to revolutionize retirement, how to navigate major life transitions (and why people come to her for help), and the difference between “getting old” and “becoming complete.” GET A FREE COPY OF DORIAN’S BOOK, THE COUPLE’S RETIREMENT PUZZLE: 10 MUST-HAVE CONVERSATIONS FOR CREATING AN AMAZING NEW LIFE TOGETHER. 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: Howardbailey.com/249 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Nov 5, 2021 • 15min
248: Inflation vs. Stock Market Returns
This week's retirement reading is from A Wealth of Common Sense titled, Inflation vs. Stock Market Returns. 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/248. Show Notes: Howardbailey.com/248 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