Retire With Purpose - The Retirement Podcast
434 episodes - English - Latest episode: 14 days ago - ★★★★★ - 440 ratingsThe Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc.
Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement.
Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country.
The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs.
About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better.
University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 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 www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.
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Episodes
432: Are Buffer ETFs a Good Tool to Reduce Market Risk?
April 12, 2024 10:00 - 20 minutes - 19.1 MBBuffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk? In this episode, we discuss: Why buffer ETFs have become so popular How they compare to annuities The benefit of professional management Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks do...
431: Key Insights for a Happier and Wealthier You
April 05, 2024 10:00 - 36 minutes - 33.4 MBAncient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success. Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article...
430: Living Your Best Life in Retirement with Lux Narayan
April 01, 2024 10:00 - 56 minutes - 52 MBToday, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS. In our conversation, we discuss his new book Name, Place, Animal, Thing: An Inspiring Fable For Grownups About Hope, Positivity, and Living Yo...
429: Do You Have Good 401(k) Hygiene?
March 29, 2024 10:00 - 22 minutes - 21.3 MBSaving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts. In this episode, we discuss: Four options for your old 401(k) accounts Proper ways to rollover your old 401(k)s The impact of Secure Act 2.0 on orphan 401(k)s Today's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides...
428: Navigating the Transition into Your Second Half of Life
March 22, 2024 10:00 - 36 minutes - 33.5 MBMoving from the first half of life into the second half can be a confusing and rocky experience. In this episode, we discuss: The role that “ego” plays in our lives How to find meaning as our identity shifts The importance of mental health and its connection with longevity Today's article comes from Medium titled, Carl Jung: The Second Half of Life. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and a...
427: Leveraging Your Experiences During Life Transitions to Build a Better Future
March 15, 2024 10:00 - 30 minutes - 28.5 MBLife transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way. Join us as we discuss: How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitions Today's article comes from iflow Psychology titled, Navigating Life Transitions: Expert Tips for Optimising Your Journey and Boosting Personal Growth. Listen in as Founder and CEO of Howard Bailey Financial, Casey ...
426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD
March 11, 2024 10:00 - 1 hour - 58.2 MBToday, I’m talking to Marc Schulz, PhD. In addition to being a practicing therapist, Dr. Schulz is the Associate Director of the Harvard Study of Adult Development, Director of the Data Science program at Bryn Mawr, and former chair of that school’s psychology and clinical development psychology PhD programs. In this conversation, we dig into his book that he co-authored, The Good Life: Lessons from the World’s Longest Scientific Study of Happiness. I’ve been following this study for most...
425: Retiring Soon? 9 Retirement Surprises to Consider Today
March 08, 2024 11:00 - 34 minutes - 32.2 MBRetirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study. Join us as we discuss: Positive surprises that might provide relief if you’re anxious about retirement Potentially negative surprises that you can get ahead of (or manage your expectations for) now Today's article comes from The Retirement Manifesto titled, 9 Retirement Surprises. Listen in as Founder and CEO of Howard Bailey Financial, Ca...
424: If Stocks Beat Bonds, Why Diversify?
March 01, 2024 11:00 - 26 minutes - 24.5 MBDon’t believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation. Join us as we discuss: Balancing risk and return Building a portfolio based on your unique needs Utilizing modern tools that go beyond stocks and bonds Today's article comes from AQR.com titled, Why Not 100% Equities. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article an...
423: Reframing the Fears That Could be Holding You Back
February 23, 2024 11:00 - 23 minutes - 21.6 MBIs fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we’re born, and why it can continue to plague us throughout our lives. Join us as we discuss: The role that expectations play in our fears How looking to the future or revisiting the past can reintroduce fear The areas we can control in our present life to help mitigate fear Today's article comes from More To That.com titled, Fear Is a Framing Problem. Listen in as Founder and CEO...
422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
February 19, 2024 11:00 - 42 minutes - 39.4 MBToday, I’m talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He’s a contributing author for federal taxation textbooks and has written about our tax system in several journals. He recently published a white paper called Roth Vs. Traditional Account Contributions and Tax Rate Uncertainty in the Journal of Financial Planning. It’s a fantastic and informative paper, and...
421: What to Consider Before You Hire (or Fire) a Financial Advisor
February 16, 2024 11:00 - 26 minutes - 24.6 MBToday's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). 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/421 Rate & Review the Podcast: RetireWithPurpose.com/review ...
420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
February 09, 2024 11:00 - 36 minutes - 33.6 MBToday's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. 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/420 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receiv...
419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
February 05, 2024 11:00 - 1 hour - 64.4 MBToday, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People, or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions You'll Ever Make. In our conversation, we delved into her book Live Life In Crescendo: Your Most Important Work is Always Ahead of You, which s...
418: Calculating Investment Returns: How You Average Matters
February 02, 2024 11:00 - 18 minutes - 17.6 MBToday's article comes from Fortunes & Frictions titled, How You Average Matters. 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/418 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP®...
417: What it Means to Age Well: The Power of a Singular Priority
January 26, 2024 11:00 - 30 minutes - 28.7 MBToday's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money And Life and from A Teachable Moment titled, Years Don't Make You Old. 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. Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 4...
416: Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
January 22, 2024 11:00 - 1 hour - 58.8 MBToday, I’m talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issue of elder abuse–both physical and psychological–as well as financial exploitation and wrongful deprivation of rights. She was instrumental in architecting the federal Elder Justice Act. She also founded the DoJ’s Elder Justice Initiative and authored the Elder Justice Roadmap. In her book, The Measure of Our Age: Navigating Care, Safety, ...
415: 7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
January 19, 2024 11:00 - 29 minutes - 27.2 MBWhat does it look like to build your own life strategy, and why do you really need one? In this episode of the Retire With Purpose Podcast, we’re exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life. Today's article comes from the Harvard Business Review titled, Use Strategic Thinking to Create the Life You Want. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and...
414: Our 2024 Market Predictions
January 12, 2024 11:00 - 24 minutes - 22.7 MBThis week's retirement reading is from Of Dollars And Data titled, Will 2024 Be an Up Year for the Stock Market? 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/414. Our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559. Show Notes: RetireWithPurpose.com/414 Rate & Review the Podcast: RetireWithPurpose.co...
413: Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain
January 08, 2024 11:00 - 55 minutes - 51.1 MBToday, I’m speaking with Krista St-Germain. Krista is a Master Certified Life Coach, grief expert, and host of the Widowed Mom Podcast, where she specializes in helping widows move forward and love their life again. When her husband was killed by a drunk driver just 3 ½ months after their wedding, her life was flipped upside down. As she worked through her loss, she realized that she can leverage her loss to make her life better and has helped others do the same. Her Moms Go On program has...
412: Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New
January 05, 2024 11:00 - 19 minutes - 18.7 MBThis week's retirement reading is from Vox titled, It’s Okay to Suck When You Try Something New. 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/412. Show Notes: RetireWithPurpose.com/412 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 d...
411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
December 29, 2023 11:00 - 21 minutes - 20.1 MBThis week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide. 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/411. Show Notes: RetireWithPurpose.com/411 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advic...
410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York
December 25, 2023 11:00 - 1 hour - 61.6 MBToday, I’m speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and has helped thousands of clients with their estate and tax planning needs, in addition to businesses and nonprofit entities. He’s the co-creator of the Entrusted Planning™ process and the co-author of two books, including Entrusted: Building a Legacy That Lasts, and we’ll be diving into his 7 principles...
409: Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates?
December 22, 2023 11:00 - 24 minutes - 22.5 MBThis week's retirement reading is from Advisor Perspectives titled, Guaranteed Lifetime Income is a Better Solution than Taxable Bonds. 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/409. Show Notes: RetireWithPurpose.com/409 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial adv...
408: Goal-Setting in Retirement: The Power of Creating a “What I Don’t Want” List
December 15, 2023 11:00 - 34 minutes - 32.4 MBThis week's retirement reading is from Mr-Stingy.com titled, The “What I Don’t Want” List. 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/408. Show Notes: RetireWithPurpose.com/408 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 dauntin...
407: A Guide to Better Decision-Making: How to Overcome FOBO, the Fear of Better Options
December 08, 2023 11:00 - 30 minutes - 28 MBThis week's retirement reading is from the Darius Foroux blog titled, Understanding and Overcoming FOBO (Fear of Better Options). 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/407. Show Notes: RetireWithPurpose.com/407 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice an...
406: Discovering The Four Phases of Retirement with Dr. Riley Moynes
December 04, 2023 11:00 - 58 minutes - 53.9 MBToday, I’m talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey–he’s experienced it himself. His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You’re Retiring. We’re going to dig into what these four phases are, but also how they applied to Riley in his own life. In our conversation, you’ll learn ho...
405: Managing Investment Risk: 4 Financial Factors in Your Control
December 01, 2023 11:00 - 20 minutes - 19.5 MBThis week's retirement reading is from Seeking Alpha titled, The Illusion Of Security In Investing. 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/405. Show Notes: RetireWithPurpose.com/405 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 b...
404: Could Your Retirement Savings Withstand an 8% Withdrawal Rate?
November 24, 2023 11:00 - 25 minutes - 23.8 MBThis week's retirement reading is from Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? 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/404. Show Notes: RetireWithPurpose.com/404 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...
403: The Misery of Money Without Meaning: Preventing Your Net Worth from Dictating Your Self-Worth
November 17, 2023 11:00 - 31 minutes - 28.9 MBThis week's retirement reading is from The Root of All blog titled, The Dark Side of Money. 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/403. Show Notes: RetireWithPurpose.com/403 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 daunti...
402: Transforming Your Health and Defying Aging Stereotypes with Joan MacDonald
November 13, 2023 11:00 - 29 minutes - 27.4 MBToday, I’m talking to Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn’t walk up and down stairs, and feared she may suffer from additional health issues in the future. She enlisted her daughter and fitness trainer, Michelle, to help and achieved astounding results. She joined a transformation group called The Wonder Women, lost 60 pounds, and now ...
401: Examining Retirement Risk: How to Mitigate the 8 Forms of Investment Risk
November 10, 2023 11:00 - 25 minutes - 24 MBThis week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have 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/401. Show Notes: RetireWithPurpose.com/401 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advi...
400: Debunking the Financial Dark Side: 5 Times When “Bad” Money Moves Can be Good
November 03, 2023 10:00 - 27 minutes - 25.5 MBThis 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 do...
399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg
October 30, 2023 10:00 - 1 hour - 65.8 MBFor 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 B...
398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker
October 27, 2023 10:00 - 22 minutes - 21.1 MBThis 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 reti...
397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money
October 20, 2023 10:00 - 33 minutes - 30.8 MBThis week's retirement reading is from Steve Sanduski's blog titled, 2,500 Years of Thinking About “How Much is Enough?” 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/397. Show Notes: RetireWithPurpose.com/397 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 retirem...
396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson
October 16, 2023 10:00 - 1 hour - 59.5 MBToday, 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 inspi...
395: Should You Delay Taking Social Security Benefits?
October 13, 2023 10:00 - 30 minutes - 28.1 MBThis 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 informat...
394: How to Embrace Generativity and Avoid Stagnation for a Purposeful Retirement
October 06, 2023 10:00 - 24 minutes - 22.9 MBThis week's retirement reading is from Very Well Health titled, Generativity vs. Stagnation in Middle Adulthood. 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/394. Show Notes: RetireWithPurpose.com/394 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 info...
393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD
October 02, 2023 10:00 - 58 minutes - 54 MBToday, 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...
392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life
September 29, 2023 10:00 - 25 minutes - 23.8 MBThis 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 conf...
391: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?
September 22, 2023 10:00 - 19 minutes - 18.8 MBThis 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 financia...
390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz
September 18, 2023 10:00 - 54 minutes - 50 MBToday, I’m talking to Richard “Jet” Vertz. He’s a retired aviation business executive who spent 40 years in the aerospace business, a U.S. Navy service officer who served in Vietnam, and a teacher at the University of Rhode Island’s Osher Lifelong Learning Institute. His latest book is Purpose Driven Retirement, in which he shares a process designed to help readers create their Purpose Driven Retirement Bucket List–goals based on hobbies, passions, strengths, limitations, and aspirations t...
389: High Interest Rates: How Could They Impact Your Retirement?
September 15, 2023 10:00 - 33 minutes - 30.8 MBThis week's retirement reading is from Mr. Money Mustache titled, What to Do About These High Interest Rates. 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/389. Show Notes: RetireWithPurpose.com/389 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 informa...
388: Retirement Happiness: How to Convert 7 Losses Into Gains
September 08, 2023 10:00 - 34 minutes - 32.4 MBThis week's retirement reading is from HumbleDollar titled, What We Lose. 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/388. Show Notes: RetireWithPurpose.com/388 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'...
387: Principles for Designing Your Ideal Post-Career Lifestyle with Mike Drak
September 04, 2023 10:00 - 59 minutes - 54.9 MBToday, I’m joined by Mike Drak. Mike’s a 38-year veteran of the financial services industry and an award-winning blogger, retirement coach, and public speaker. You may have read Mike’s articles and contributions on some of our favorite blogs, such as Booming Encore, HumbleDollar, and MarketWatch. He’s also the author of several books, including Longevity Lifestyle By Design, Victory Lap Retirement, and Retirement Heaven or Hell: 9 Principles for Designing Your Ideal Post-Career Lifestyle....
386: The Psychology of Wealth Accumulation: What it Means to Feel Rich
September 01, 2023 10:00 - 24 minutes - 22.7 MBThis week's retirement reading is from A Wealth of Common Sense titled, You Probably Need Less Money Than You Think For Retirement. 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/386. Show Notes: RetireWithPurpose.com/386 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice ...
385: Exploring the 5 Paradigms of Wealth and How They Create a Fulfilling Retirement
August 25, 2023 10:00 - 29 minutes - 27.9 MBThis week's retirement reading is from The Knowledge Toolkit titled, The Five Types of Wealth. 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/385. Show Notes: RetireWithPurpose.com/385 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 dau...
384: Building Strength After 50 For an Active Retirement with Dave Durell
August 21, 2023 10:00 - 1 hour - 56.5 MBMy guest today is Dave Durell. Dave is a fitness coach, blogger, and speaker and has been in the health industry for over 40 years. He has worked as a personal trainer, an NFL strength and training and conditioning coach, and a physical therapist assistant. We came across Dave’s work at StrengthAfter50.com, where he shares strength training tips, personal training guidance, and the latest research on fitness. He believes not just in staying strong after 50 but staying strong forever–and i...
383: 4 Financial Concerns That Belong on Your "Unlikely to Happen" List
August 18, 2023 10:00 - 20 minutes - 19.7 MBThis week's retirement reading is from Morningstar titled, 4 Financial Worries to Cross Off Your List. 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/383. Show Notes: RetireWithPurpose.com/383 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 ca...