

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

Mar 15, 2021 • 48min
198: Navigating Career Transitions with Ken Coleman
Ken Coleman is America’s Career Coach. He’s the #1 bestselling author of The Proximity Principle and the host of The Ken Coleman Show, where he helps callers discover what they do best so they can do what they love and produce results that matter most. He delivers practical advice to help people discover the roles they were born to play and maps out plans to get them there. He’s also a member of the Ramsey Solutions team. I’m a big believer in the Ramsey philosophy, and I’m always amazed how much their coaches have to offer our audience. In today’s conversation, Ken shares his unique philosophy behind the value of work, the questions you can ask to define and find your passion, and why it’s never too late to make a career transition - including in retirement. Show Notes: Howardbailey.com/198 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Mar 12, 2021 • 27min
197: Will The Real Retirement Income Number Please Stand Up?
This week's retirement reading is from Morningstar, titled Will the Real Retirement Income Number Please Stand Up?. 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/197 Show Notes: Howardbailey.com/197 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

Mar 5, 2021 • 26min
196: How 10 Types of Retirement Income Get Taxed
This week's retirement reading is from Kiplinger, titled How 10 Types of Retirement Income Get Taxed. 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/196 Show Notes: Howardbailey.com/196 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

Mar 1, 2021 • 1h 6min
195: The Psychology of Making Financial Decisions with Maria Konnikova
Maria Konnikova has spent much of her life writing about psychology and how it applies to real life situations. With a B.A. in psychology and creative writing from Harvard and a Ph.D. in psychology from Columbia University, her work has been published in the New York Times, The New Yorker, Slate, and the Paris Review, to name just a few. Her books include Mastermind, The Confidence Game, and The Biggest Bluff, where she tells the story of her journey into the world of professional poker with Hall of Famer Erik Seidel as her mentor. Her career has zigged and zagged in fascinating directions, but she remains astoundingly calm, cool, and controlled about all of it. Today. Maria joins the podcast to talk about how she takes control of life (financial and otherwise), even as you take it one day at a time, the many different ways emotions affect our thought processes and decision making skills, and the mental habits common to the best poker players that can make you more effective in every aspect of your life. Show Notes: Howardbailey.com/195 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Feb 26, 2021 • 23min
194: Does Your Portfolio Need Bitcoin?
This week's retirement reading is from MorningStar, titled Does Your Portfolio Need Bitcoin?. 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/194 Show Notes: Howardbailey.com/194 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 19, 2021 • 19min
193: Worried About Passing Down a Big IRA? Consider a CRT
This week's retirement reading is from KIPLINGER, titled Worried About Passing Down a Big IRA? Consider a CRT. 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/193 Show Notes: Howardbailey.com/193 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 15, 2021 • 1h 14min
192: How to Live a Big Life in Retirement with Fritz Gilbert
Fritz Gilbert blogs at The Retirement Manifesto, where he provides practical financial independent and retirement planning guidance for people within ten years of retirement. His articles are regularly part of our weekend reading for retirees, and I think he’s one of the best retirement writers working today. After 33 years in corporate America, Fritz and his wife retired at the age of 55 in June of 2018, sold their primary home, and moved to a cabin in the North Georgia mountains when he’s not traveling the country in his RV. Today, Fritz and I are talking about the big things he’s learned from his early retirement and second act as a retirement writer, the big regrets that so many retirees have and how to avoid them, and how to tackle the many challenges of retirement that don’t concern money. Show Notes: Howardbailey.com/192 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Feb 12, 2021 • 21min
191: Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early Retirement
This week's retirement reading is from FPA, titled Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early 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/191 Show Notes: Howardbailey.com/191 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 5, 2021 • 19min
190: Where Are You Still Using Single-Ply?
This week's retirement reading is from The Tim Ferris Show, titled Where Are You Still Using Single-Ply? 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/190 Show Notes: Howardbailey.com/190 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 1, 2021 • 1h 2min
189: Becoming Unhackable with Kary Oberbrunner
Today I’m speaking with Kary Oberbrunner. Kary is an author, CEO, international speaker and coach who has trained over 250,000 authors, speakers, and entrepreneurs. Since we last spoke on the very first episode of the podcast, he has made a number of major shifts in his life. He turned a book into 18 streams of income, launched the Igniting Souls publishing agency, and has created massive demand from influencers and CEOs who want to write books of their own and make an impact in the world. In his new book, Unhackable: The Elixir for Creating Flawless Ideas, Leveraging Superhuman Focus, and Achieving Optimal Human Performance, Kary shows you how to close the gap between dreaming and doing. Today, Kary returns to the podcast to talk about how he helps individuals clarify who they are, and what it truly means to be unhackable in life and business. Show Notes: Howardbailey.com/189 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading