Retire With Purpose - The Retirement Podcast
438 episodes - English - Latest episode: 4 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
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...
382: Social Connections in Retirement: Why They're the Number One Factor for Happiness
August 11, 2023 10:00 - 21 minutes - 19.7 MBThis week's retirement reading is from CNBC titled, An 85-year Harvard study on happiness found the No. 1 retirement challenge that ‘no one talks about’. 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/382. Show Notes: RetireWithPurpose.com/382 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflic...
381: How to Thrive in Retirement and Not Fade Away with Celia Dodd
August 07, 2023 10:00 - 59 minutes - 54.6 MBToday, I’m talking to Celia Dodd. After 30 years of contributing to publications like The Independent, the Times, the Guardian, Country Living, and Good Housekeeping, Celia started writing books about parenting and life transitions. Celia is the author of All Grown Up: Nurturing Relationships with Adult Children, The Empty Nest, and Conversations with Mothers and Daughters, but today’s conversation is focused on her book Not Fade Away: How to Thrive in Retirement. In this conversation, ...
380: Investment Tradeoffs: Why You Should Know Your Return on Hassle
August 04, 2023 10:00 - 21 minutes - 20.5 MBThis week's retirement reading is from Of Dollars and Data titled, The Return on Hassle Spectrum. 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/380. Show Notes: RetireWithPurpose.com/380 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 ...
379: Top 10 Ways to Grow Wealth in the Markets Ranked by Likelihood of Success
July 28, 2023 10:00 - 27 minutes - 26 MBThis week's retirement reading is from The Big Picture blog titled, How to Get Rich in the Markets. 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/379. Show Notes: RetireWithPurpose.com/379 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...
378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement
July 24, 2023 10:00 - 58 minutes - 53.7 MBToday’s episode is a little different. I had the pleasure of being on Dr. Jordan Grumet’s Earn & Invest podcast and absolutely loved the content, so I’m sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement. You might recognize Jordan’s name as he was my guest in May of this year. For those that don’t know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for ...
377: When is Cost Irrelevant? Elevate Financial Fulfillment by Pinpointing Your Minimum Price Point
July 21, 2023 10:00 - 21 minutes - 20.6 MBThis week's retirement reading is from Mr-Stingy titled, Minimum Size — Big Enough To Matter, Not Too Big That It’s Wasteful. 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/377. Show Notes: RetireWithPurpose.com/377 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 re...
376: The Psychology of Financial Independence: Why Pinpointing Your Happiness Quotient (HQ) Can Help You Live with Fulfillment
July 14, 2023 10:00 - 20 minutes - 19.2 MBThis week's retirement reading is from the Money with Katie blog titled, Investing for Money vs. Investing for Happiness. 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/376. Show Notes: RetireWithPurpose.com/376 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 retire...
375: Food and Fitness After 50 with Christine Rosenbloom, PhD, RDN
July 10, 2023 10:00 - 55 minutes - 51.7 MBToday, I’m talking to Dr. Christine Rosenbloom, PHD, RDN. She has over 40 years of experience in nutrition with specialties in sports nutrition and gerontology. She is Nutrition Professor Emeritus at Georgia State University as well as the President of Chris Rosenbloom Food & Nutrition Services, where she provides nutrition consulting. In her book, Food and Fitness After 50: Eat Well, Move Well, Be Well, she shares her personal experiences and offers a common-sense approach to help you le...
374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them
July 07, 2023 10:00 - 24 minutes - 22.7 MBThis week's retirement reading is from the Morningstar titled, Are You Making These 5 Common Portfolio Mistakes? 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/374. Show Notes: RetireWithPurpose.com/374 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...
373: Better Investing: Why it Begins with Exploring the History of Financial Advice
June 30, 2023 10:00 - 30 minutes - 28 MBThis week's retirement reading is from the A Wealth Of Common Sense titled, The Evolution of Financial Advice. 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/373. Show Notes: RetireWithPurpose.com/373 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 inform...
372: Demystifying Financial indicators: 5 False Proxies That Can Deceive Your Money Mindset
June 23, 2023 10:00 - 23 minutes - 21.7 MBThis week's retirement reading is from the Best Interest Blog titled, False Proxies That Deceive Your Finances. 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/372. Show Notes: RetireWithPurpose.com/372 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 infor...
371: Examining How Risk Tolerance and Aversion Factors Into Your Retirement Income Plan with Michael Finke, PhD
June 19, 2023 10:00 - 1 hour - 59.5 MBToday, I’m talking to Dr. Michael Finke, Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at the American College. He’s the Director of the Granum Center for Financial Security, and he’s been my professor a few times throughout my career. I’ve always been a huge fan of his academic, unbiased approach, and you’ve undoubtedly seen Michael’s work featured here in our Weekend Reading for Retirees email series over the years. He’s published over 50...
370: 3 Strategies to Help Retirees Spend More
June 16, 2023 10:00 - 21 minutes - 20 MBThis week's retirement reading is from Think Advisor titled, 3 Techniques to Help Retirees Spend More (Yes, More!). 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/370. Show Notes: RetireWithPurpose.com/370 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 i...
369: Down & Sideways Markets Why They're Bullish
June 09, 2023 10:00 - 20 minutes - 18.9 MBThis week's retirement reading is from Of Dollars And Data titled, Why Down & Sideways Markets are Bullish. 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/369. Show Notes: RetireWithPurpose.com/369 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 informati...
368: Healthy Aging: Keys to Longevity and Happiness in Your Third Age with Dawn Carr, PhD
June 05, 2023 10:00 - 57 minutes - 53.2 MBMy guest today is Dr. Dawn Carr. Dawn is the Associate Professor of Sociology and Director of the Claude Pepper Center in the College of Social Sciences and Public Policy at Florida State University and a former researcher at the Stanford Center of Longevity. She is the co-author of the book, Gerontology in the Era of the Third Age: Implications and Next Steps, where she outlines the key factors that bolster older adults’ ability to remain healthy and active for as long as possible. She di...
367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65
June 02, 2023 10:00 - 24 minutes - 22.6 MBThis week's retirement reading is from Forbes titled, 8 Things You Need To Know About Taxes Once You Reach Age 65. 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/367. Show Notes: RetireWithPurpose.com/367 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 in...
366: Does the Stock Market Always Bounce Back? Why U.S. Investors Underestimate Risk
May 26, 2023 10:00 - 16 minutes - 15.3 MBThis week's retirement reading is from Advisor Perspectives titled, Do U.S. Investors Underestimate Risk?. 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/366. Show Notes: RetireWithPurpose.com/366 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 informatio...
365: Debt Ceiling Debate: How Will the Markets Fare?
May 19, 2023 10:00 - 13 minutes - 13.2 MBThis week's retirement reading is from FAmag.com titled, Who's Not Sweating The Debt Ceiling? The Markets. 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/365. Show Notes: RetireWithPurpose.com/365 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 informatio...
364: Valuable Lessons of Teamwork, Leadership and Legacy from 4x Super Bowl Champion, Rocky Bleier
May 15, 2023 10:00 - 54 minutes - 50 MBToday, I’m talking to former Pittsburgh Steelers running back Robert “Rocky” Bleier. Rocky is a 4x Super Bowl champion, the Bronze Star Medal and Purple Heart recipient, and the author of Fighting Back: The Rocky Bleier Story and Don’t Fumble Your Retirement. Rocky has made a massive impact on people’s lives as a parent, grandparent, serviceman, and Pittsburgh Steeler–and it was an honor to talk to him today in anticipation of his upcoming speech at his alma mater, Notre Dame. In our c...
363: Myths About the Traditional and Roth 401(k)/IRA - Part 2
May 12, 2023 10:00 - 23 minutes - 22.2 MBThis week's retirement reading is part 2 of our discussion on the post from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks. 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/363. Show Notes: RetireWithPurpose.com/363 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conf...
362: Myths About the Traditional and Roth 401(k)/IRA - Part 1
May 05, 2023 10:00 - 28 minutes - 26.4 MBThis week's retirement reading is from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks. 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/362. Show Notes: RetireWithPurpose.com/362 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 retireme...
361: Advice on Financial Independence, Building Wealth and Living Regret-Free from Hospice Doctor, Jordan Grumet, MD
May 01, 2023 10:00 - 1 hour - 66.1 MBToday, I’m talking to Dr. Jordan Grumet. Jordan is an associate medical director at JourneyCare Hospice, a financial blogger turned host of the award-winning Earn & Invest Podcast, and the author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. In his book, he shares what the end of life can teach us about the secret to financial independence and how to make every moment count. People have so many questions about money, ...
360: Retirement Risk Planning: Cover the Average Case, Look Out for the Extreme Case
April 28, 2023 10:00 - 20 minutes - 19.6 MBThis week's retirement reading is from MrStingy.com titled, Cover The Average Case, Look Out For The Extreme Case. 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/360. Show Notes: RetireWithPurpose.com/360 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 in...
359: Would You Rather Outperform During Bull Markets or Bear Markets?
April 21, 2023 10:00 - 21 minutes - 19.8 MBThis week's retirement reading is from A Wealth Of Common Sense titled, Would You Rather Outperform During Bull Markets or Bear Markets?. 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/359. Show Notes: RetireWithPurpose.com/359 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial a...
358: 6 Unconventional Luxury “Goods” You Can Leverage with Financial Independence
April 14, 2023 10:00 - 24 minutes - 23.2 MBThis week's retirement reading is from Morningstar titled, Real Luxury Goods Don’t Have Brand Names. 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/358. Show Notes: RetireWithPurpose.com/358 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 ...
357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw
April 10, 2023 10:00 - 44 minutes - 41.5 MBToday, I’m talking to Dr. Sarah Fallaw. Sarah is the founder and president of DataPoints, where she provides her clients with technologically enabled financial psychology tools to enhance wealth building. If you’ve been following the podcast, you’ve likely seen Sarah’s writing and research in our Weekend Reading for Retirees series. Her work has been featured in the Journal of Financial Planning, Financial Planning Review, and Industrial and Organizational Psychology. In her book, The N...
356: Retirement Income Planning: 7 Sources to Build and Maintain Wealth
April 07, 2023 10:00 - 21 minutes - 20.6 MBThis week's retirement reading is from Of Dollars and Data titled, The 7 Streams of Income to Get Rich. 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/356. Show Notes: RetireWithPurpose.com/356 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 c...
355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement
March 31, 2023 10:00 - 25 minutes - 23.5 MBThis week's retirement reading is from Advisor Perspectives titled, How to Get Clients to Spend More 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/355. Show Notes: RetireWithPurpose.com/355 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 informati...
354: Bank Failures: This is How They Can Impact Your Retirement Investments
March 24, 2023 10:00 - 22 minutes - 20.7 MBThis week's episode is all about bank failures with what has happened in Silicon Valley and how those failures can impact your investments. Listen in as Casey Weade shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/354. Show Notes: RetireWithPurpose.com/354 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 infor...
353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez
March 20, 2023 10:00 - 56 minutes - 51.9 MBToday, I’m talking to Steve Lopez. Steve has been a writer for the Los Angeles Times since 2001 and a four-time Pulitzer Prize finalist. He’s won over a dozen national journalism awards and three local news Emmys, and he’s written three novels, including The Soloist, which was adapted into one of my favorite movies. In Steve’s new book, Independence Day: What I Learned About Retirement from Some Who’ve Done It and Some Who Never Will, he explores the meaning of work and how it defines us ...
352: 8 Retirement Worries: How Today’s News Headlines Impact Your Financial Plan
March 17, 2023 10:00 - 25 minutes - 24.1 MBThis week's retirement reading is from FAmag.com titled, What Clients Worry About. 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/352. Show Notes: RetireWithPurpose.com/352 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 ...
351: How to Create a Fulfilling Retirement with Experience Points and Memory Dividends
March 10, 2023 11:00 - 20 minutes - 19.5 MBThis week's retirement reading is from The Long Run blog titled, Would You Trade Places with Warren Buffett? 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/351. Show Notes: RetireWithPurpose.com/351 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...
350: Maximizing Your Social Security Benefit and Retirement Risks in the 2020s with Bob Carlson
March 06, 2023 11:00 - 57 minutes - 52.5 MBToday, I’m talking to Bob Carlson–America’s #1 retirement expert. Bob is the editor of Retirement Watch, a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System. He’s written several highly influential books, including The Essential Guide to Retiring in the 2020s, and Where’s My Money?: Secrets to Getting the Most Out Of Your Social Security. In this conversation, Bob and I get into the risk factors that can potentially de...
349: How 4 Famous Investment Theories Can Impact Your Retirement Portfolio
March 03, 2023 11:00 - 22 minutes - 20.9 MBThis week's retirement reading is from Humble Dollar titled, Helpful in Theory. 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/349. Show Notes: RetireWithPurpose.com/349 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 ...
348: Is Financial Planning As Good As Couple’s Therapy?
February 24, 2023 11:00 - 19 minutes - 18.6 MBThis week's retirement reading is from Forbes titled, Is Financial Planning As Good As Couples Therapy? 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/348. Show Notes: RetireWithPurpose.com/348 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 c...
347: How the Retirement Quotient (RQ) Test Helps Redefine Your Retirement with Robert Laura
February 20, 2023 17:00 - 40 minutes - 37.5 MBToday, I’m thrilled to welcome Robert Laura back to the podcast. Back in 2020, we had a great conversation about the ways COVID was impacting retirement. Now, we’re shifting gears from a “No-Regrets Retirement Plan” mindset to redefining retirement and improving our retirement intelligence. Robert is the founder of RetirementProject.org and Naked Retirement. As the Retirement Activist, Robert is committed to changing the way people think about and prepare for every aspect of retirement. In...
346: Where Do Millionaires Grow Their Wealth? 4 Investment Tips for Retirees
February 17, 2023 11:00 - 20 minutes - 19.4 MBThis week's retirement reading is from the Of Dollars and Data titled, Where Do Millionaires Keep Their Money? [It’s Not Where You Think] 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/346. Show Notes: RetireWithPurpose.com/346 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial a...
345: Busting 9 Retirement Myths
February 10, 2023 11:00 - 28 minutes - 27 MBThis week's retirement reading is from the Humble Dollar titled, Nine Retirement Myths. 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/345. Show Notes: RetireWithPurpose.com/345 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 -...
344: Investment Planning for Retirees: What Does the Long Term Mean?
February 03, 2023 11:00 - 23 minutes - 22.2 MBThis week's retirement reading is from Retirement Researcher titled, How Long is the Long Term? 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/344. Show Notes: RetireWithPurpose.com/344 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 da...
343: The Evolution of Money Management with Wall Street Legend, Burton Malkiel
January 30, 2023 11:00 - 1 hour - 64.5 MBToday, I'm thrilled to be speaking with Burt Malkiel. You probably know him as the author of A Random Walk Down Wall Street, originally published 50 years ago and is now in its 13th edition. In the book, he made a compelling case to make index funds the core component of one's investment portfolio. Keep in mind that index funds weren’t publicly available at that time. Having written one of the most influential books in the history of investing is an extraordinary achievement. And Burt's ac...
342: The Art of Spending Money: How to Find Financial Happiness in Retirement
January 27, 2023 11:00 - 33 minutes - 31 MBThis week's retirement reading is from The Collaborative Fund Blog titled, The Art and Science of Spending 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/342. Show Notes: RetireWithPurpose.com/342 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 inf...
341: SECURE Act 2.0: What it Means for Your Retirement Savings
January 20, 2023 11:00 - 31 minutes - 29.3 MBThis week's retirement reading is from Eversheds Sutherland titled, SECURE 2.0 in 2023 and beyond. 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/341. Show Notes: RetireWithPurpose.com/341 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...
340: 2023 Stock Market Predictions
January 13, 2023 11:00 - 19 minutes - 18.2 MBThis week's retirement reading is from the Fortunes and Frictions Blog titled, My 2023 Predictions. 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/340. Show Notes: RetireWithPurpose.com/340 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...
339: Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey
January 09, 2023 11:00 - 57 minutes - 52.8 MBToday, I'm thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement. In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they're most likely to face in the next chapter of their lives. Tackling issues su...
338: Tax Saving Strategies: How Rethinking Your RMD Can Reap Big Rewards
January 06, 2023 11:00 - 18 minutes - 17.6 MBThis week's retirement reading is from the Think Advisor Blog titled, Why Advisors Should Rethink the ‘M’ in RMD. 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/338. Show Notes: RetireWithPurpose.com/338 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 inf...
337: How Taxes Impact Stock Returns and Ways to Maximize Your Money
December 30, 2022 11:00 - 23 minutes - 21.8 MBThis week's retirement reading is from the Best Interest Blog titled, How Do Taxes Affect Stock Returns? 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/337. Show Notes: RetireWithPurpose.com/337 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 ...