

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

Jun 18, 2021 • 22min
218: Quantifying the Risk-Return Tradeoffs of Investing
This week's retirement reading is from The Street, titled Quantifying the Risk-Return Tradeoffs of Investing. 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/218. Show Notes: Howardbailey.com/218 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

Jun 11, 2021 • 22min
217: If Inflation Is Coming, Here Is What to Do About It
This week's retirement reading is from The Wall Street Journal, titled If Inflation Is Coming, Here Is What to Do About It. 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/217. Show Notes: Howardbailey.com/217 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

Jun 7, 2021 • 1h 23min
216: Making Smarter Financial Decisions with Annie Duke
Today, I’m speaking with Annie Duke. Annie is an author, speaker, and decision strategist. She is also known as the Duchess of Poker, and won a World Series of Poker gold bracelet in 2004 and was the leading money winner among women in WSOP history when she retired from the game in 2012. She’s written a number of books on poker strategy and decision making, as well as an autobiography. In her newest book, Thinking in Bets: Making Smarter Decisions When You Don’t Have All The Facts, she uses examples from sports, politics, business, and poker to help people understand how to make better decisions and embrace uncertainty–and make sense of the disconnect between outcomes and decisions. Today, Annie joins the podcast to talk about her astounding career in professional poker, and how it translates to making decisions in real life. We’ll also talk about the reasons why good decisions don’t always lead to good outcomes (and vice-versa), and how this can apply to your portfolio at any stage of life. GET A FREE COPY OF ANNIE’S BOOK, HOW TO DECIDE: SIMPLE TOOLS FOR MAKING BETTER DECISIONS. 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/216 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Jun 4, 2021 • 25min
215: Can You Retire with a Nest Egg That’s Too Big?
This week's retirement reading is from Kiplinger, titled Can You Retire with a Nest Egg That’s Too Big? 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/215. Show Notes: Howardbailey.com/215 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

May 28, 2021 • 22min
214: The Dimensions of Wealth: Influencing Your Financial Path
This week's retirement reading is from Kiplinger, titled The Dimensions of Wealth: Influencing Your Financial Path. 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/214. Show Notes: Howardbailey.com/214 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

May 24, 2021 • 59min
213: Managing Your Money with Financial Therapist Dave Jetson
Dave Jetson is the founder of Jetson Counseling and has over ten years of experience as a professional mental health counselor. Working with his wife, Liz Thorn, they offer a wide array of counseling services, including financial counseling and financial therapy. Dave has also developed a “Financial Recovery Program” where he helps others address any number of financial issues. He is on a mission to help his patients on the path to financial recovery as they tackle complex thoughts and feelings regarding money and the issues it creates. In today’s conversation, Dave and I get into what it means to be a financial therapist, the links between emotions and beliefs around money that aren’t discussed nearly enough, and how to tell if financial therapy might be right for you. GET A FREE COPY OF DAVE’S BOOK, SETTING TRUE BOUNDARIES: HOW TO CREATE RESPECT, SAFETY AND FREEDOM IN RELATIONSHIPS! 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/213 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

May 21, 2021 • 20min
212: Sleeping with Cash
This week's retirement reading is from Humble Dollar, titled Sleeping with Cash. 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/212. Show Notes: Howardbailey.com/212 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

May 14, 2021 • 20min
211: Could SECURE Act 2.0 Fix The Retirement Crisis?
This week's retirement reading is from Forbes, titled Could SECURE Act 2.0 Fix The Retirement Crisis?. 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/211. Show Notes: Howardbailey.com/211 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

May 10, 2021 • 1h 4min
210: The Science Behind Financial Decisions with Dan Egan
Today, I’m speaking with Dan Egan. He’s the Director of Behavioral Science and Investing at Betterment, where he integrates behavioral finance and passive investment management to help customers achieve their goals. The Betterment platform is designed to help make good behavior automatic and bad behavior difficult, and it’s helped his customers avoid reduced returns as a consequence of bad trading. Using his background in Decision Science from the London School of Economics and deep knowledge of programming and statistics, he uses his work to explore the psychology of design, money, investing, spending, and randomness. Dan was introduced to me by Brian Portnoy, one of my previous guests, and I’m excited to have a chance to speak to another expert in this unique field. Today, we talk about what behavioral finance is (and why it matters), why it’s human nature to make bad financial decisions, and who benefits the most from working with Robo-advisors as they grow their portfolios at any age. Show Notes: Howardbailey.com/210 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

May 7, 2021 • 21min
209: When Should You Retire?
This week's retirement reading is from Forbes, titled When Should You Retire?. 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/209. Show Notes: Howardbailey.com/209 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