This week's retirement reading is from Mr-Stingy titled, A Bit of a Bad Thing Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/400.  Show Notes: RetireWithPurpose.com/400 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

For over 50 years, Nancy Schlossberg has been helping adults grow and navigate life’s big transitions. She’s a former professor of counseling psychology, former president of the National Career Development Association, and currently serves as co-president of Transitions Works, a consulting group.  She was the first woman executive at the American Council of Education, and she established the Office of Women in Higher Education in 1973. She’s also written ten books, including Too Young To Be Old: Love, Learn, Work, and Play as You Age.  It’s an accessible, upbeat guide in which she looks at the basic issues of aging – health, finances, and relationships – to give her readers lots to think about as they develop a deliberate plan to age happily.   In our conversation, Nancy explains why she doesn’t regret retiring (but regrets how she did it), what it really means to age well, and her unique frameworks for navigating life’s transitions as you approach the next phase of your life. GET A FREE COPY OF NANCY’S BOOK, TOO YOUNG TO BE OLD 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 BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: How Nancy’s own unhappy retirement led her to explore how older individuals can build meaningful connections and communities. What it means to age with panache.  Why a transition can be any event or non-event that changes your life – and Nancy’s 4 S’s (situations, self, support, and strategies) to help you navigate them. Which of Nancy’s retirement paths you’re on (adventurer, continuer, easy glider, searcher, retreater, involved spectator) and why this is all but guaranteed to twist and turn over the course of your life.  Show Notes: RetireWithPurpose.com/399 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

This week's retirement reading is from Morningstar titled, Clients Suffering From Choice Overload? Here's How to Manage it. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/398.  Show Notes: RetireWithPurpose.com/398 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

Steve Sanduski, financial advisor and author, explores the concept of having 'enough' wealth and its relationship to happiness and fulfillment. Discover the joy of releasing money, the fear of wealth, and the fear-driven nature of politics. Gain insights into understanding your mindset regarding money and the impact of financial goals on your life.

Today, I’m talking to a baby boomer who has no intention of “retiring” – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he’s on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life’s journey. In his book, Replace Retirement: Living Your Legacy in the Exponential Age, he teaches readers to create purposeful, rewarding, and inspired life plans. Filled with success stories and proven tools, he wants you to chart a course for a fuller, richer life today and continue making the world a better place for years to come. In our conversation, John shares how he teaches others how to achieve their greatest potential, how to prevent your life or career from falling victim to disruptors before it’s too late, and everything you need to craft a legacy map and chart a course for the next phase of your life.  GET A FREE COPY OF JOHN’S BOOK, REPLACE RETIREMENT: LIVING YOUR LEGACY IN THE EXPONENTIAL 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.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: What massive transformational purpose is and how it shows up in our lives.  Why John replaced retirement as we know it with intentional living–and how a meeting with Verne Harnish and Peter Diamandis transformed his life.  How retirement can turn high achievers into shells of their former selves How to stop floundering and get your focus and momentum back.  What it means to truly create and leave a legacy for your family and where so many people go wrong.  How to set a vision for your future self by taking small steps, rejecting perfectionism, and doing the little things that make big differences.  Show Notes: RetireWithPurpose.com/396 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

This week's retirement reading is from Morningstar titled, Should You Delay Taking Social Security Benefits? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/395.  Show Notes: RetireWithPurpose.com/395 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

Casey Weade, a financial advisor and retirement expert, discusses the concept of generativity versus stagnation in middle adulthood. He emphasizes the importance of avoiding stagnation and retiring with integrity, reflecting on our personal stories, building pillars for a purposeful retirement, and embracing generativity and feeling valued. The podcast also explores the importance of community and collaboration in retirement.

Today, I’m speaking with Dr. Chris Heye, CEO and Founder of Whealthcare Solutions and Whealthcare Planning. Chris is an entrepreneur, writer, researcher, and speaker working in the unique intersection of physical, behavioral, mental, and financial health.  His specialty is longevity and cognitive decline risks in retirement, and today’s conversation is all about the conversations you need to have with your financial advisor, your estate planning attorney, and even with yourself in order to prevent elder financial abuse. In this episode, Chris and I dig into the experiences with dementia that led him to pursue his career path, how cognitive decline directly impacts one’s ability to make sound financial decisions, and when to start making emergency plans to protect yourself, your family, and your legacy. In this podcast interview, you’ll learn: Why elders suffering from cognitive decline lose millions of dollars every year. How psychiatrists and other specialists define cognitive decline and the associated conditions–and how this leads to impulsive behavior and overconfidence. Why we’re still so far away from a cure for Alzheimer’s and other forms of dementia. How to put together a team to help take over your financial decision making if and when the time comes–and how to have the important conversations with your family members who don’t want to talk about it.  Why it’s never been more important to stay active, maintain meaningful relationships, take on new challenges, and surround yourself with people you love late in life.  How Medicare and Medicaid do (and don’t) help with long-term care. Show Notes: RetireWithPurpose.com/393 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

This week's retirement readings are from A Wealth of Common Sense titled, The Evolution of Retirement, and from The Long Run blog titled, Why Do We Retire? Listen in as Casey Weade breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/392.  Show Notes: RetireWithPurpose.com/392 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

This week's retirement reading is from Think Advisor titled, T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/391.  Show Notes: RetireWithPurpose.com/391 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