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Retire With Purpose - The Retirement Podcast

Latest episodes

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Jul 26, 2024 • 29min

450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits

If you ever find yourself experiencing feelings of anxiety, chaos, or find yourself in a general state of feeling unsettled, it’s time to elevate your inner peace. When you’re at peace, you can live a happier life more aligned with your purpose, vision, and values.  In this episode, we discuss: How internal and external realities impact your peace The global rise of sadness How to get out of your head to feel more grounded What it means to “prime your purpose” Today's article comes from our very own blog titled, 5 Second Half of Life Habits for Keeping your P.E.A.C.E.. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/450 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jul 22, 2024 • 1h 4min

449: The Stoic Path to Wealth with Darius Foroux

Today, I’m speaking with Darius Foroux. Darius’s work has been featured in Time, NBC, the Observer, and the Economist. He’s also the host of The Darius Foroux Show: Mindset, Business, Money, which is available on all podcast platforms. Darius teaches online classes on wealth building and has written eight books, including his newest work, The Stoic Path to Wealth: Ancient Wisdom for Enduring Prosperity. In his new book, Darius applies ancient wisdom to the chaos of the modern-day market. He investigates how discipline, emotional distance, and self-mastery–techniques passed down over thousands of years–give us the tools to live better financial lives and weather economic storms today.  In this conversation, we explore how his experience as an immigrant helped shape his financial philosophy, why Stoicism is so uniquely suited to making sense of modern-day problems, and the beauty of staying on this path to build a purposeful life and legacy. GET A FREE ACCESS TO DARIUS’S BOOK: THE STOIC PATH TO WEALTH: ANCIENT WISDOM FOR ENDURING PROSPERITY 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 the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: How moving from Iran to the Netherlands as a young child with almost no possessions helped him to achieve financial success on his own terms.  Why Stoicism gives people a clear vision for building long-term wealth.  What happened when Darius made the decision to become a writer–and how this high-risk bet ended up paying off.  The four pillars of Seneca’s life that you can use to shape a beautiful retirement and legacy. Why it’s so hard to define what “enough” is, to find contentment, and avoid shiny object syndrome. The power of creating a “non-attachment” to your money as part of a winning investing strategy. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/449 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jul 19, 2024 • 18min

448: Is Historical Market Data Helpful for Retirement Income Planning?

In what ways can past market performance help you plan for a financially confident future? It involves sifting through the data and understanding when and where that information is most applicable.  In this episode, we discuss:  How the stock market has evolved In what instances past market data is useful How long term vs. short term expectations differ Today's article comes from Retirement Researcher titled, How Useful is Historical Data in Predicting Future Returns? Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/448 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jul 12, 2024 • 27min

447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life

Who are you without your career? How do you find meaning outside of your professional life? These are questions you might ask yourself while stepping into retirement or in the thick of midlife, but in order to truly know yourself better, you first need to understand how to lead yourself better.   In this episode, we discuss:  How your tendencies impact your actions What it looks like to “shape” a new tendency The differences between your patterns and your actions Today's article comes from our very own blog titled, Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/447 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jul 5, 2024 • 21min

446: The Most Powerful Financial Skill: Quiet Compounding

The most powerful financial skill is having the ability to stay focused on your retirement strategy despite what’s happening around you. It means taking away the yard stick and avoiding comparison to remain healthy, happy, and fulfilled.   In this episode, we discuss:  Why quiet compounding can feel slow The four factors that make up quiet compounding How to become selfish in the best way Today's article comes from Collab Fund blog titled, Quiet Compounding. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/446 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jun 28, 2024 • 36min

445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals

What does it look like for you to live a meaningful life with purpose? As you navigate the transition from midlife to retirement, take the time to define your “Repurposement” Goals so you can pursue what excites you, align actions with your values, and contribute to the greater good.   In this episode, we discuss:  The mentality behind a “midlife crisis” 3 questions to ask yourself in midlife How to give your goals meaning with the peace index How to look at your life through a “Purpose” lens Today's article comes from our very own blog titled, Thriving in Midlife: Part 3: Defining Your "Repurposement" Goals. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/445 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jun 24, 2024 • 26min

444: 3 Assets That Might Not Diversify as Well as You Think

Diversification is a key principle in investing, where you often combine assets with differing performance characteristics. However, this strategy is not foolproof.   In this episode, we discuss:  The definition of “uncorrelated assets” Why real estate’s correlation with stocks has increased What you need to know about “junk bonds” and crypto Assets that ARE negatively correlated Today's article comes from Morningstar.com titled, 3 Assets That Might Not Diversify as Well as You Think. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/444 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jun 14, 2024 • 38min

443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values

In this engaging discussion, Casey Weade, the founder and CEO of Howard Bailey Financial, guides listeners on aligning core values with midlife goals. He explains what core values are and distinguishes them from mere goals, offering insights into their importance during significant life transitions. Listeners will find compelling anecdotes on authenticity and self-compassion in parenting, as well as the importance of community connections. Casey also shares practical tips for integrating these values into financial planning for a meaningful retirement.
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Jun 10, 2024 • 54min

442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr.

Today, I'm speaking with Mike Golic Sr. Mike's career in the NFL began when he was drafted in the 10th round as a defensive lineman in the 1985 NFL draft. He has since gone on to have tremendous success in sports media as the cohost of Mike & Mike on ESPN and currently cohosts Gojo and Golic with his son, Mike Jr., at DraftKings.  He coauthored Mike and Mike's Rules for Sports and Life with Mike Greenberg and had millions of fans tuning into their sports-talk radio show on ESPN. You'll hear he transitioned from the playing field to land his first gig calling college games for ESPN and earning less money than his first year in the NFL and the support he had from his wife to pursue his new passion. In our conversation, we explore how to navigate those transitions with grace, the unique challenges professional athletes (and entrepreneurs) face after their careers come to an often sudden end, and the lessons he learned from his parents to "find a way and figure it out" which stuck with him as he ventured into new territory after his playing career. In this podcast interview, you’ll learn: How Mike’s parents, the challenges of sports, and the rigors of academia helped teach him the value of hard work and make him the person he is today. Why our definition of success has to change as we age–and how it changed for Mike as he left the NFL and ESPN to enjoy life as a parent and grandparent. How NFL players are forced into retirement by the NFL and how changed his focus to providing for his family in the new arena of sports media. The impact that career transitions have had on Mike’s relationship with his wife of almost 40 years–and his advice for staying in sync as you move on to the next step. Why Mike’s family is at the heart of his purpose. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/442 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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Jun 7, 2024 • 17min

441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs

What are the odds your retirement savings will last your lifetime? In the financial planning world, retirement calculators, software and simulations are often leveraged to answer this question; however, they don’t always provide the full picture.  In this episode, we discuss:  Why it’s important to define what retirement “success” or “failure” mean to you Why different retirement calculators or simulations can provide a range of outputs The “die with zero” concept Today's article comes from CanIRetireYet.com titled, Defining Retirement Success and Failure. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/441 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

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