Retire With Purpose - The Retirement Podcast
446 episodes - English - Latest episode: 28 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
294: Case Study: Discovering the Power of Purpose with Richard Leider and Yvette Francino
June 06, 2022 10:00 - 49 minutes - 46 MBJust a few short weeks ago, on the Retire with Purpose podcast, I spoke to author and Master Career Counselor Richard Leider. If you missed our first conversation, you can check it out here. In that episode, we talked about the Napkin Test: a powerful tool that Richard created to help people clarify their purpose and find fulfillment in their personal and professional lives. After our interview, Richard proposed that we have a listener join us for a special live episode. He offered to gi...
293: 8 Misconceptions for Measuring Your Investment Risk
June 03, 2022 10:00 - 29 minutes - 27.7 MBThis week's retirement reading is from Advisor Perspectives titled, Why Volatility is the Wrong Measure of Investment 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/293. Show Notes: RetireWithPurpose.com/293 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...
292: Amid Market Volatility, Here's What You Should Bear in Mind
May 27, 2022 10:00 - 25 minutes - 23.8 MBThis week's retirement reading is from Creative Planning titled, Markets In Turmoil. 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/292. Show Notes: RetireWithPurpose.com/292 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 - bu...
291: The Art of Purposeful Aging with Richard Leider
May 23, 2022 10:00 - 54 minutes - 49.9 MBToday, I’m talking to Richard Leider. For over 40 years, Richard has been a Nationally Certified Master Career Counselor at Inventure – The Purpose Company. Richard has been studying purpose (and the purpose of movement) for decades. He’s led expeditions around the world, climbed Kilimanjaro, and shared his insights in a powerful TEDx talk. He’s also the author of 11 books, including three bestsellers. In his most recent work, Who Do You Want To Be When You Grow Old?: The Path of Purposefu...
290: Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips
May 20, 2022 10:00 - 24 minutes - 23.3 MBThis week's retirement reading is from Barron's titled, Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips. 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/290. Show Notes: RetireWithPurpose.com/290 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...
289: The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients
May 13, 2022 10:00 - 31 minutes - 29.2 MBThis week's retirement reading is from Kitces titled, The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients. 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/289. Show Notes: RetireWithPurpose.com/289 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conf...
288: How to Seek Out Unbiased Financial Advice with Jeff Levine
May 09, 2022 10:00 - 1 hour - 59.1 MBToday, I’m talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and a regular contributor to ThinkAdvisor. He’s also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to industry professionals. Jeff is a thought leader in the field of evidence-based planning concepts and strategies and excels at distilling complex fin...
287: Why Is The Market Going Down?
May 06, 2022 10:00 - 19 minutes - 18.6 MBThis week's retirement reading is from Financial Advisor Magazine titled, Why Is The Market Going Down? 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/287. Show Notes: RetireWithPurpose.com/287 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...
286: Is It Really Better To Control Our Emotions?
April 29, 2022 10:00 - 20 minutes - 19.5 MBThis week's retirement reading is from Financial Advisor Magazine titled, Is It Really Better To Control Our Emotions? 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/286. Show Notes: RetireWithPurpose.com/286 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 retiremen...
285: The Path to a Purposeful ‘Unretirement’ with Richard Eisenberg
April 25, 2022 10:00 - 52 minutes - 48.5 MBToday I’m talking to Richard Eisenberg. Richard started his career as a finance writer at Money back in 1978 and has been writing about personal finance, money, and retirement for decades. He recently left his post as the Senior Web Editor of the Money & Security and Work & Purpose channels for Next Avenue. However, in what he calls his “unretirement,” he’s started writing a new column for MarketWatch, contributed to Next Avenue, and become the co-host of the Friends Talk Money podcast. ...
284: For Real Financial Security, Do NOT Do What Everyone Else Is Doing
April 22, 2022 10:00 - 26 minutes - 25.1 MBThis week's retirement reading is from Kiplinger titled, For Real Financial Security, Do NOT Do What Everyone Else Is Doing 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/284. Show Notes: RetireWithPurpose.com/284 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...
283: The Yield Curve Just Inverted…Now What?
April 15, 2022 10:00 - 19 minutes - 18.2 MBThis week's retirement reading is from Of Dollars And Data titled, The Yield Curve Just Inverted…Now What? 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/283. Show Notes: RetireWithPurpose.com/283 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...
282: A New Theory on What Causes Inflation with Economist John Cochrane
April 11, 2022 10:00 - 1 hour - 60 MBToday, I’m talking to John Cochrane. John is an economist and the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution. He’s a former Professor of Finance at the University of Chicago Booth School of Business and the Department of Economics, and the author of the Grumpy Economist blog. John’s work is focused on monetary policy and the fiscal theory of the price level, and he’s written at length about macroeconomics, health insurance, econometrics, and regulations, to name j...
281: Stop Trying To Optimize Your Retirement Plan
April 08, 2022 10:00 - 19 minutes - 18.3 MBThis week's retirement reading is from Forbes titled, Stop Trying To Optimize Your Retirement Plan. 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/281. Show Notes: RetireWithPurpose.com/281 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...
280: Interest Rates Are Getting Weird
April 01, 2022 10:00 - 21 minutes - 20.1 MBThis week's retirement reading is from A Wealth of Common Sense titled, Interest Rates Are Getting Weird. 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/280. Show Notes: RetireWithPurpose.com/280 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...
279: Rejecting Ageism with Ashton Applewhite
March 28, 2022 10:00 - 1 hour - 57.3 MBToday, I’m talking to Ashton Applewhite. Ashton is an author, journalist, speaker, and activist who is on a mission to raise awareness and push back against ageism. She is the author of This Chair Rocks: A Manifesto Against Ageism and Cutting Loose: Why Women Who End Their Marriages Do So Well. Her work was inspired by a project in which she interviewed older people in the workforce, learning about longevity and happiness–and discovered that most of her ideas about late life were either of...
278: Why Most Financial Advisors Do Not Provide Valuable Tax Planning
March 25, 2022 10:00 - 17 minutes - 16.1 MBThis week's retirement reading is from Forbes titled, Why Most Financial Advisors Do Not Provide Valuable Tax Planning. 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/278. Show Notes: RetireWithPurpose.com/278 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...
277: Why Critics of Bucketing Strategies are Wrong
March 18, 2022 10:00 - 20 minutes - 19.4 MBThis week's retirement reading is from Of Advisor Perspectives titled, Why Critics of Bucketing Strategies are Wrong. 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/277. Show Notes: RetireWithPurpose.com/277 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...
276: Planning For Life After Work, Previously Known As Retirement with Don Ezra
March 14, 2022 11:00 - 1 hour - 57.7 MBToday, I'm talking to Don Ezra. Don's illustrious career in the insurance and finance industries began in the 70’s and his achievements are numerous. His 26-year career at Russell Investments culminated when he became its Co-Chair of Global Consulting. In 2010, Don "graduated" to a part-time schedule that gave him more freedom to pursue a wide variety of other interests. Since then, Don has also served on the Joint Investment Committee of Margaret A Cargill Philanthropies. He's been on the a...
275: Will the Optimists Triumph Yet Again?
March 11, 2022 11:00 - 19 minutes - 18.7 MBThis week's retirement reading is from Of Dollars and Data titled, Will the Optimists Triumph Yet Again? 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/275. Show Notes: RetireWithPurpose.com/275 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 ...
274: Does Active Investing Outperform Passive Investing?
March 04, 2022 11:00 - 20 minutes - 48.5 MBIn this week's retirement reading, as a follow-up to last week's episode, we'll be discussing another hot topic. Does active investing outperform passive investing? Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting RetireWithPurpose.com/274. Show Notes: RetireWithPurpose.com/274 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advi...
273: Practical Advice for Adult Children of Aging Parents with Linda Fodrini-Johnson
February 28, 2022 11:00 - 1 hour - 64.1 MBToday, I’m talking to Linda Fodrini-Johnson. Linda has been a Geriatric Care Manager and Aging Life Care Expert for nearly 40 years. As a licensed marriage and family therapist and certified care manager, Linda works to help families avoid potholes and misinformation and find peace in the course of family caregiving. In her book, The Empowered Caregiver, she provides adult children of aging parents with ideas, lists, scripts for touchy conversations, critical questions for doctors and lawy...
272: Is Life Insurance a Good Investment?
February 25, 2022 11:00 - 24 minutes - 22.7 MBIn this week's retirement reading, we discuss a hot topic that came to us from our first ever 1 star review on iTunes about whether or not life insurance is a good investment. Listen in as Casey Weade shares his thoughts! Today's episode can also be accessed by visiting RetireWithPurpose.com/272. Show Notes: RetireWithPurpose.com/272 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting fin...
271: What is Comprehensive Financial Planning?
February 18, 2022 11:00 - 15 minutes - 14.7 MBIn this week's retirement reading, we will discuss what comprehensive financial planning really is to help you answer the following question: Are you getting the value that you should be receiving? Listen in as Casey Weade defines what comprehensive financial planning means to him and shares his thoughts! Today's episode can also be accessed by visiting RetireWithPurpose.com/271. Show Notes: RetireWithPurpose.com/271 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Ca...
270: Helping Physicians and High-Income Earners Take Control of Their Finances with Dr. Jim Dahle
February 14, 2022 11:00 - 56 minutes - 52.6 MBToday, I’m talking to Dr. Jim Dahle. Jim is a practicing board-certified physician and the founder of The White Coat Investor, where he writes about finance and investing specifically for physicians and high-income earners. After learning that he couldn’t trust the financial professionals in his life, Jim taught himself personal finance and investing, specifically with physicians and other high net worth individuals. He realized that no one was teaching doctors how to handle their money, and...
269: How Thinking About 'Future You' Can Build a Happier Life
February 11, 2022 11:00 - 16 minutes - 15.8 MBThis week's retirement reading is from BBC titled, How Thinking About 'Future You' Can Build a Happier Life. 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/269. Show Notes: RetireWithPurpose.com/269 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...
268: Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets
February 04, 2022 11:00 - 20 minutes - 19 MBThis week's retirement reading is from Kitces titled, Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets. 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/268. Show Notes: RetireWithPurpose.com/268 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial a...
267: How to Navigate Life Transitions and Master Change at Any Age with Bruce Feiler
January 31, 2022 11:00 - 1 hour - 65.3 MBToday, I'm talking to Bruce Feiler. Bruce is a bestselling author of 5 books, including The Council of Dads, which was the subject of a TED Talk and the inspiration for the NBC drama series of the same name. He's also the author of the column titled, This Life in the Sunday New York Times and has presented two PBS miniseries, Walking the Bible and Sacred Journeys. Bruce's newest book is called Life is in the Transitions: Mastering Change at Any Age, and it is packed with great insights a...
266: The Problem With Precision In Financial Planning
January 28, 2022 11:00 - 21 minutes - 20.4 MBThis week's retirement reading is from Forbes titled, The Problem With Precision In Financial Planning. 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/266. Show Notes: RetireWithPurpose.com/266 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...
265: Behavioral Biases And The Hierarchy Of Retirement Needs
January 21, 2022 11:00 - 21 minutes - 19.7 MBThis week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs. 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/265. Show Notes: RetireWithPurpose.com/265 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...
264: Adding Common Sense Strategies to Your Retirement Plan with Christine Benz
January 17, 2022 11:00 - 1 hour - 62.9 MBToday, I’m talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She’s the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all-around writer on the topic of retirement. Whenever I put together our Weekend Reading emails, which we send out every Friday, it’s hard for me ...
263: 7 Principles to Help You Create Your Perfect Portfolio
January 14, 2022 13:17 - 27 minutes - 25.2 MBThis week's retirement reading is from MarketWatch titled, 7 Principles to Help You Create Your Perfect Portfolio. 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/263. Show Notes: RetireWithPurpose.com/263 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...
262: What You’re Really Worried About When You’re Worried About Money
January 07, 2022 11:00 - 26 minutes - 24.6 MBThis week's retirement reading is from The Atlantic titled, What You’re Really Worried About When You’re Worried About 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/262. Show Notes: RetireWithPurpose.com/262 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...
261: How Healthy Lifestyles Contribute to Greater Wealth with Dr. Glen Robison
January 03, 2022 11:00 - 54 minutes - 55 MBToday, I’m talking to Dr. Glen Robison. Glen is the author of Healthy Dad Sick Dad: What Good is Your Wealth if You Don’t Have Your Health? In his book, he shares the stories of two fathers who experienced very different retirements–and how he improved his own health along the way. In a world where retirees are taking as many as 20 medications a day for preventable health conditions, and then miss out on opportunities because they’re too stiff and sore to enjoy life, Glen’s research has th...
260: The Most-Overlooked Tax Breaks for Retirees
December 31, 2021 11:00 - 21 minutes - 20.6 MBThis week's retirement reading is from Kiplinger titled, The Most-Overlooked Tax Breaks for Retirees. 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/260. Show Notes: RetireWithPurpose.com/260 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...
259: Consider the Source – How to Cut Your Tax Bill
December 24, 2021 11:00 - 20 minutes - 19.1 MBThis week's retirement reading is from The Street titled, Consider the Source – How to Cut Your Tax Bill 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/259. Show Notes: RetireWithPurpose.com/259 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 ...
258: Embracing the Slow Movement and Enjoying a Richer Retirement with Carl Honoré
December 20, 2021 11:00 - 54 minutes - 57.7 MBToday, I’m talking to Carl Honoré. Carl has been called the “global guru on the Slow Movement” by The Globe and Mail. He’s the international bestselling author of Bolder and In Praise of Slow, and also presented a TED Talk called “In praise of slowness” that has earned over 3 million views. After reading an excerpt from one of Carl’s books from a previous episode of our Weekend Reading series, the wheels started spinning, but in a good way. And after doing some more research, I fell in lov...
257: The Secret Is Out on 7.12% Inflation-Protected Bonds
December 17, 2021 11:00 - 19 minutes - 18.2 MBThis week's retirement reading is from Advisors Perspectives titled, The Secret Is Out on 7.12% Inflation-Protected 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/257. Show Notes: RetireWithPurpose.com/257 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 retir...
256: An Actuarial Process for Better Decisions in Retirement
December 10, 2021 11:00 - 26 minutes - 25.1 MBThis week's retirement reading is from Advisors Perspectives titled, An Actuarial Process for Better Decisions in 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/256. Show Notes: RetireWithPurpose.com/256 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...
255: A High-Impact Transition into Your Third Act with Allan Milham
December 06, 2021 11:00 - 55 minutes - 58.9 MBToday, I’m speaking with Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment. Allan has a world of experience, a graduate degree-level education in our field and more than 25 years of experience impacting top-performing teams and individuals ranging from startups and Olymp...
254: Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors
December 03, 2021 11:00 - 25 minutes - 24 MBThis week's retirement reading is from Market Watch titled, Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors. 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/254. Show Notes: RetireWithPurpose.com/254 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount...
253: Learning to Embrace the Chaos & The End of History Illusion
November 26, 2021 11:00 - 16 minutes - 15.3 MBThis week's retirement reading is from A Wealth of Common Sense titled, Learning to Embrace the Chaos & The End of History Illusion. 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/253. Show Notes: RetireWithPurpose.com/253 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice...
252: Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox
November 22, 2021 11:00 - 1 hour - 63.6 MBToday, I’m speaking with Avivah Wittenberg-Cox. Avivah is the CEO of 20-first, a global balance consultancy that works with C-suite teams to achieve gender and generational balance by focusing on leadership, culture, and systems. A regular contributor to Forbes and Harvard Business Review, she’s also the author of Seven Steps to Leading Gender-Balanced Businesses, Why Women Mean Business: Understanding the Emergency of Our Next Economic Revolution, and Late Love: Mating in Maturity. Avi...
251: Who the Happiest Retirees and Most Unhappy Retirees Are
November 19, 2021 11:00 - 19 minutes - 17.9 MBThis week's retirement reading is from Next Avenue titled, Who the Happiest Retirees and Most Unhappy Retirees Are. 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/251. Show Notes: RetireWithPurpose.com/251 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...
250: Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility
November 12, 2021 11:00 - 26 minutes - 24.6 MBThis week's retirement reading is from Kitces titled, Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility. 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/250. Show Notes: RetireWithPurpose.com/250 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice...
249: Revolutionizing Retirement and Maximizing Your Bonus Years with Dorian Mintzer
November 08, 2021 11:00 - 1 hour - 66.1 MBToday’s guest is Dorian Mintzer. Dorian is a world-class retirement coach, a doctor of philosophy, and the founder of Revolutionize Retirement. Dorian believes that our bonus years are a time to learn, grow, and evolve–and that we need to live our lives with intention, not regrets. She helps her clients discover their gifts, live their purpose, and make a difference in their world. As new parents in their fifties and sixties, she and her husband are also living proof that there’s no “one s...
248: Inflation vs. Stock Market Returns
November 05, 2021 10:00 - 15 minutes - 14.3 MBThis week's retirement reading is from A Wealth of Common Sense titled, Inflation vs. Stock Market 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/248. Show Notes: RetireWithPurpose.com/248 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...
247: The Good News for Upcoming Retirees
October 29, 2021 10:00 - 19 minutes - 17.9 MBThis week's retirement reading is from Morning Star titled, The Good News for Upcoming Retirees. 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/247. Show Notes: RetireWithPurpose.com/247 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...
246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber
October 25, 2021 10:00 - 59 minutes - 55.2 MBToday, I’m talking to Dick (Richard) Weber. Dick is the founder of The Ethical Edge, a fee-for-service consultancy with a unique focus on life insurance. His company provides clients with a wide array of services, including life insurance policy management with both a technical and due diligence perspective on legal cases pertaining to life insurance. Before launching his own company, Dick spent 25 years in life insurance sales. He has won the Kenneth Black, Jr. Leadership Award from the S...
245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say
October 22, 2021 10:00 - 19 minutes - 18.1 MBThis week's retirement reading is from FA Mag titled, For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say . 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/245. Show Notes: RetireWithPurpose.com/245 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial...