

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

Feb 11, 2022 • 17min
269: How Thinking About 'Future You' Can Build a Happier Life
This week's retirement reading is from BBC titled, How Thinking About 'Future You' Can Build a Happier Life. 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/269. Show Notes: Howardbailey.com/269 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

Feb 4, 2022 • 20min
268: Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets
This week's retirement reading is from Kitces titled, Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets. 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/268. Show Notes: Howardbailey.com/268 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

Jan 31, 2022 • 1h 5min
267: How to Navigate Life Transitions and Master Change at Any Age with Bruce Feiler
Today, I'm talking to Bruce Feiler. Bruce is a bestselling author of 5 books, including The Council of Dads, which was the subject of a TED Talk and the inspiration for the NBC drama series of the same name. He's also the author of the column titled, This Life in the Sunday New York Times and has presented two PBS miniseries, Walking the Bible and Sacred Journeys. Bruce's newest book is called Life is in the Transitions: Mastering Change at Any Age, and it is packed with great insights and perspectives that I know our listeners will enjoy. As time goes on, I feel like I'm always going through some form of life transition, and I've definitely noticed that most of the families we work with are usually in the thick of a lifequake of their own. Needless to say, I'm thrilled that Bruce was able to spend some time on the podcast to share what he learned as he crisscrossed the country and collected hundreds of stories from Americans far and wide. In our conversation, Bruce and I dig into what a life transition really is, what he learned from asking hundreds of Americans to tell him the stories of their lives, and how the periods of upheaval and unrest we face can lead us to growth and renewal. GET A FREE COPY OF BRUCE'S BOOK, LIFE IS IN THE TRANSITIONS: MASTERING CHANGE AT ANY AGE. 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/267 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Jan 28, 2022 • 22min
266: The Problem With Precision In Financial Planning
This week's retirement reading is from Forbes, titled The Problem With Precision In Financial 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/266. Show Notes: Howardbailey.com/266 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

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 Howardbailey.com/265. Show Notes: Howardbailey.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

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: Howardbailey.com/264 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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 Howardbailey.com/263. Show Notes: Howardbailey.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

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 Howardbailey.com/262. Show Notes: Howardbailey.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

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: Howardbailey.com/261 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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 Howardbailey.com/260. Show Notes: Howardbailey.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


