Retire With Purpose - The Retirement Podcast
438 episodes - English - Latest episode: 16 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
186: The No-Regrets Retirement Plan with Robert Laura
January 18, 2021 11:00 - 57 minutes - 52.7 MBRobert Laura is a retirement speaker, baby boomer expert, author, entrepreneur, and money manager. As the Retirement Activist, he’s committed to changing the way people think about and prepare for every aspect of retirement. Over the course of his career, he’s learned that retirement is one of the most fascinating and least understood phases of life, and he’s laser-focused on helping people create no-regrets retirement plans. In his nationally syndicated columns at Forbes and Financial Adv...
185: Estate Planning for ‘Black Sheep’ Beneficiaries
January 15, 2021 11:00 - 23 minutes - 22 MBThis week's retirement reading is from Kiplnger, titled Estate Planning for ‘Black Sheep’ Beneficiaries. 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/185 Show Notes: RetireWithPurpose.com/185 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...
184: Justin Donald Interviews Casey Weade: Create Your Job Optional Lifestyle
January 11, 2021 11:00 - 53 minutes - 49.5 MBToday, the tables are turned, as my good friend Justin Donald interviews me on the Lifestyle Investor podcast. Justin is a family man, entrepreneur, speaker, and the author of The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom. In this episode, we discuss the investing strategies and philosophies that have allowed both of us to design the life of our dreams. Join us as we talk all about money, goals, and what it takes to create a lif...
183: Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge
January 08, 2021 11:00 - 18 minutes - 42.9 MBThis week's retirement reading is from CNBC, titled Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge. 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/183 Show Notes: RetireWithPurpose.com/183 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflict...
182: Retirement and Real Estate with Jason Hartman
January 04, 2021 11:00 - 48 minutes - 111 MBJason Hartman is the founder of Platinum Properties Investment Network, Inc., where he helps people achieve their dreams of financial freedom by purchasing income property in prudent markets nationwide. Jason has been involved in several thousand real estate transactions and has personally owned income properties in 11 states and 17 cities. Jason started his career in real estate at the age of 19, brokering properties for clients while building his own portfolio along the way. He became on...
181: 6 Surprising Benefits of Not Retiring When Your Spouse Does
January 01, 2021 11:00 - 20 minutes - 47.6 MBThis week's retirement reading is from Money Talks News, titled 6 Surprising Benefits of Not Retiring When Your Spouse Does. 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/181 Show Notes: RetireWithPurpose.com/181 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 ...
180: Josh Brown & Friends Tell You What They Own in New Investing Book
December 25, 2020 11:00 - 25 minutes - 23.6 MBThis week's retirement reading is from CNBC, titled Josh Brown & Friends Tell You What They Own in New Investing Book. 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/180 Show Notes: RetireWithPurpose.com/180 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...
179: Refusing to Retire with Steve Parrish
December 21, 2020 11:00 - 1 hour - 149 MBSteve Parrish is an Adjunct Professor of Advanced Planning and the Co-Director of the New York Life Center for Retirement Income. He’s also an Adjunct Professor at Drake University Law School, where he teaches estate planning. Steve is an expert in estate and financial planning with a specialized focus in issues of business ownership. He’s a regular contributor to Forbes and the Journal of Financial Service Professionals, and he has lent his expertise to outlets including InvestmentNews, ...
178: Sacrifice Throws
December 18, 2020 11:00 - 20 minutes - 18.8 MBThis week's retirement reading is from Dan Egan, titled Sacrifice Throws. 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/178 Show Notes: RetireWithPurpose.com/178 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 doe...
177: The D.O.S. Conversation - Setting and Achieving Your Goals
December 11, 2020 11:00 - 17 minutes - 16.2 MBIn this week's weekend reading episode, Casey and Marshall discuss The D. O. S. Conversation - a methodology by Dan Sullivan of Strategic Coach. Listen in as they share how they use it to bring more value to their clients lives! Today's episode can also be accessed by visiting RetireWithPurpose.com/177 Show Notes: RetireWithPurpose.com/177 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of confl...
176: Confessions, Mistakes and Insights from Former Financial Advisor Joe Saul-Sehy
December 07, 2020 11:00 - 1 hour - 67.4 MBJoe Saul-Sehy is the creator and co-host of The Stacking Benjamins Podcast and the Money With Friends podcast, a CNBC contributor, a speaker, and a coach. He’s been a financial advisor, a brand ambassador, and a media spokesperson. Joe struggled with credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS - and worked through all of it, carving out a new career for himself along the way. Today, Joe joins the podcast to talk about how his experi...
175: Year-End Tax Planning Under The Forthcoming Biden Presidency
December 04, 2020 11:00 - 29 minutes - 27.4 MBThis week's retirement reading is from Kitces, titled Year-End Tax Planning Under The Forthcoming Biden Presidency. 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/175 Show Notes: RetireWithPurpose.com/175 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...
174: What a Cash Out Refinance Means for Retirees
November 27, 2020 11:00 - 17 minutes - 16.9 MBThis week's retirement reading is from USNews, titled What a Cash Out Refinance Means 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/174 Show Notes: RetireWithPurpose.com/174 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...
173: Making Sense of Medicare with Danielle Roberts
November 23, 2020 11:48 - 1 hour - 62.7 MBDanielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare for the costs of healthcare in retirement. In her bestselling book, 10 Costly Medicare Mistakes You Can't Afford to Make, she helps new retirees k...
172: Year-End Retirement Planning Deadlines for 2020
November 20, 2020 11:00 - 30 minutes - 28.3 MBThis week's retirement reading is from UsNews, titled Year-End Retirement Planning Deadlines for 2020. 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/172 Show Notes: RetireWithPurpose.com/172 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...
171: What's Really Guaranteed With Fixed Rate Annuities?
November 13, 2020 11:00 - 25 minutes - 23.4 MBThis week's retirement reading is from ThinkAdvisor, titled What's Really Guaranteed With Fixed Rate Annuities? . 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/171 Show Notes: RetireWithPurpose.com/171 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...
170: Giving Back in Retirement with Phil Cubeta
November 09, 2020 11:00 - 1 hour - 55.8 MBToday I’m talking with Phil Cubeta. Phil is the Assistant Professor of Philanthropy, CAP® Program Director, and Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services, where he directs and teaches the Chartered Advisor in Philanthropy® program. Phil’s work has appeared in The New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times. Prior to joining the American College, he served as Chief o...
169: What If Stocks Don't Always Go Up? Advice for Millennials
November 06, 2020 11:00 - 23 minutes - 21.9 MBThis week's retirement reading is from Bloomberg, titled What If Stocks Don't Always Go Up? Advice for Millennials . 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/169 Show Notes: RetireWithPurpose.com/169 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...
168: What the Coronavirus Means for the Future of Financial Planning
October 30, 2020 10:00 - 30 minutes - 34.9 MBThis week's retirement reading is from Morningstar, titled What the Coronavirus Means for the Future of 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/168 Show Notes: RetireWithPurpose.com/168 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 r...
167: Your Breadcrumb Legacy and Sage-ing with Dr. Jann Freed
October 26, 2020 10:00 - 53 minutes - 49.6 MBToday’s guest is Jann Freed. Jann is a leadership development consultant and speaker who helps organizations improve employee engagement, navigate change, and develop leadership skills at all ages and career stages. She specializes in helping employees over the age of 50 find meaning and purpose beyond careers. She uses a concept called the Breadcrumb Legacy, in which people create new meaning for themselves and others, to achieve this. She is the co-author of five books, a professor, ...
166: Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis
October 23, 2020 10:00 - 17 minutes - 24.2 MBThis week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. 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/166 Show Notes: RetireWithPurpose.com/166 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of confli...
165: The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities
October 16, 2020 10:00 - 24 minutes - 57.5 MBThis week's retirement reading is from Kitces, titled The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities. 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/165 Show Notes: RetireWithPurpose.com/165 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice ...
164: The Hidden Benefits of Life Insurance with Jim Bowman
October 12, 2020 10:00 - 1 hour - 141 MBJim Bowman is the President of Life Operations at Advisors Excel, and someone I’ve known for many years. I’ve spoken to him for many hours about today’s topic - life insurance - well before we ever decided to record this podcast and his deep knowledge on the topic has proven hugely valuable to countless advisors - myself included. Life insurance isn’t just about ensuring that your family has cash flow in the event that you pass away or sustain a career-ending injury. It can also be used as...
163: Does Conflict-Free Advice Exist?
October 09, 2020 10:00 - 26 minutes - 24.5 MBThis week's retirement reading is from Partners Advantage, titled Does Conflict-Free Advice Exist? 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/163 Show Notes: RetireWithPurpose.com/163 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...
162: Retirement Tools That Are Misunderstood Yet Useful
October 02, 2020 10:00 - 21 minutes - 49.4 MBThis week's retirement reading is from Forbes, titled Retirement Tools That Are Misunderstood Yet Useful. 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/162 Show Notes: RetireWithPurpose.com/162 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...
161: Healing & Longevity through Functional Medicine with Sachin Patel
September 28, 2020 10:00 - 56 minutes - 129 MBSachin Patel is a functional medicine practice success coach, international speaker, and author. He believes that “The doctor is the future of the patient,” and that healthcare practitioners have a responsibility to keep people out of the medical system when possible, empowering them through education, self-care, and a new mindset. Sachin founded the Living Proof Institute when he couldn’t find answers to his questions through conventional medicine. Exploring functional and lifestyle medic...
160: 8,000 Days - An Entire Phase of Your Life Waiting to be Invented
September 25, 2020 10:00 - 24 minutes - 57.4 MBThis week's retirement reading is from Investment News titled 8,000 Days - An Entire Phase of Your Life Waiting to be Invented. 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/160 Show Notes: RetireWithPurpose.com/160 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice ...
159: Do You Believe Fake News About Retirement?
September 18, 2020 10:00 - 26 minutes - 60.4 MBThis week's retirement reading is from Forbes, titled Do You Believe Fake News About 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/159 Show Notes: RetireWithPurpose.com/159 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...
158: Women and Investing with Meredith Jones
September 14, 2020 10:00 - 56 minutes - 130 MBToday’s guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She’s also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too), which looks at behavioral and biological investment research to explore how women think about investing, and why women may have a money management edge! Over the past ...
157: Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary Beneficiary
September 11, 2020 10:00 - 16 minutes - 15.9 MBThis week's retirement reading is from Kitces, titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary Beneficiary. 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/157 Show Notes: RetireWithPurpose.com/157 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copiou...
156: These Boomers Just Made Massive Retirement Mistakes — Don’t Be One of Them
September 04, 2020 10:00 - 23 minutes - 22.4 MBThis week's retirement reading is from Market Watch, titled These Boomers Just Made Massive Retirement Mistakes — Don’t Be One of Them. 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/156 Show Notes: RetireWithPurpose.com/156 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial ...
155: The Geometry of Wealth with Brian Portnoy
August 31, 2020 10:00 - 1 hour - 148 MBBrian Portnoy, Ph.D., CFA is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, executive coaches, and corporate wellness directors. He works to simplify the complex world of money, which he sees as an emotional lightning rod and one of our most nebulous social institutions. He’s also the author of The Geometry of Wealth, where he explores how money figures into a happy life. He shares a new perspective when it comes to achieving wha...
154: How To Build Social Security’s Insecurity Into Your Retirement Plan
August 28, 2020 10:00 - 19 minutes - 45.3 MBThis week's retirement reading is from Forbes, titled How To Build Social Security's Insecurity Into 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/154 Show Notes: RetireWithPurpose.com/154 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...
153: Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story
August 21, 2020 10:00 - 27 minutes - 26 MBThis week's retirement reading is from Forbes, titled Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story. 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/153 Show Notes: RetireWithPurpose.com/153 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...
152: Retire Inspired with Chris Hogan
August 17, 2020 10:00 - 42 minutes - 50.8 MBChris Hogan is a best-selling author, personal finance expert, and a leading voice on retirement, investing, and wealth. As part of the team at Ramsey Solutions, he helps people at all levels, including very high net worth individuals, set meaningful goals and navigate their financial futures. Chris has spoken to many people who think that Social Security will have them covered in retirement. He’s on a mission to help them work through this misconception, conquer their fears, and live purp...
151: Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions
August 14, 2020 10:00 - 42 minutes - 39.2 MBThis week's retirement reading is from Kitces, titled Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions. 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/151 Show Notes: RetireWithPurpose.com/151 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting finan...
150: Is 55 Too Early To Retire? What You Need To Retire Early
August 07, 2020 10:00 - 28 minutes - 26.4 MBThis week's retirement reading is from Forbes, titled Is 55 Too Early To Retire? What You Need To Retire Early. 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/150 Show Notes: RetireWithPurpose.com/150 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...
149: Financial Life Planning with Carolyn McClanahan
August 03, 2020 09:00 - 59 minutes - 67.7 MBWhen physician Carolyn McClanahan tried to find a financial planner several decades ago, she only encountered investment managers and glorified salespeople. However, these experiences led her to fall in love with financial planning. She’s now the Director of Financial Planning at Life Planning Partners in Jacksonville, Florida. She has been quoted in numerous publications, including The Wall Street Journal, Money, Kiplinger’s, Smart Money, and has appeared on CNBC and NPR. In 2009 she was ...
148: Try Summing Up Your Retirement Motto in Just 7 Letters
July 31, 2020 10:00 - 18 minutes - 42.6 MBThis week's retirement reading is from Market Watch, titled Try Summing Up Your Retirement Motto in Just 7 Letters. 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/148 Show Notes: RetireWithPurpose.com/148 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...
147: Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. - Weekend Reading
July 24, 2020 10:00 - 27 minutes - 63.1 MBThis week's retirement reading is from Barrons, titled Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/147 Show Notes: RetireWithPurpose.com/147 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...
146: Defining Your Purpose & Living Your Legacy with Chris Smith
July 20, 2020 09:00 - 1 hour - 61.4 MBChris Smith is the creator of The Campfire Effect, a proven framework to help entrepreneurs and brands tell their stories. He’s since used his experiences in the world of business to create Family Brand, a powerful way for families to discover how to create an intentional culture in their own homes to foster love, joy, and connection. However, before he could help others do transformative work, he had to help himself. Ten years ago, Chris struggled with hopelessness as a husband and as a f...
145: How to Plan for a Smaller Social Security Check
July 17, 2020 10:00 - 24 minutes - 22.9 MBThis week's retirement reading is from USA Today, titled How to Plan for a Smaller Social Security Check. 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/145 Show Notes: RetireWithPurpose.com/145 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...
144: 33 Things I Stole From People Smarter Than Me on the Way to 33 - Weekend Reading
July 10, 2020 10:00 - 28 minutes - 65.8 MBThis week's retirement reading is from Ryan Holiday titled 33 Things I Stole From People Smarter Than Me on the Way to 33. 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/144 Show Notes: RetireWithPurpose.com/144 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...
143: Growing Up as a Ramsey, Budgeting and Debt with Rachel Cruze
July 06, 2020 10:00 - 35 minutes - 40.1 MBRachel Cruze is the #1 New York Times best-selling author of Love Your Life, Not Theirs and Smart Money Smart Kids. Through her books and as the host of The Rachel Cruze Show and its accompanying podcasts, she’s dedicated her career to helping Americans learn how to handle money and stay out of debt. She’s also Dave Ramsey’s daughter, which means that she has an astounding number of stories and lessons about money and fiscal responsibility. For parents or parents-to-be, especially if your ...
142: Happiness & the Gorilla - Weekend Reading
July 03, 2020 10:00 - 23 minutes - 53.4 MBThis week's retirement reading is from Professor Galloway, titled Happiness and the Gorilla. 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/142 Show Notes: RetireWithPurpose.com/142 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...
141: Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free
June 26, 2020 10:00 - 21 minutes - 20 MBThis week's retirement reading is from Bloomberg, titled Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free. 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/141 Show Notes: RetireWithPurpose.com/141 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 ret...
140: Your Happiness Portfolio for Retirement with Marianne Oehser
June 22, 2020 10:00 - 56 minutes - 58 MBMarianne Oehser is a certified retirement and relationship specialist who focuses on assisting people find happiness in the post-career phase of their lives. She has dedicated her career to studying how people navigate transitions in adult life, especially retirement, and how they impact our happiness and relationships. In her book, Your Happiness Portfolio for Retirement: It’s Not About the Money!, she shows you how to make the post-career phase of your life the happiest and most fulfilli...
139: A Rare Second Chance to Protect Nest Egg Savings
June 19, 2020 10:00 - 27 minutes - 25.6 MBThis week's retirement reading is from AARP, titled A Rare Second Chance to Protect Nest Egg Savings. 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/139 Show Notes: RetireWithPurpose.com/139 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 ...
138: Does Gold Belong in a Retirement Portfolio?
June 12, 2020 10:00 - 22 minutes - 21.3 MBThis week's retirement reading is from Market Watch, titled Does Gold Belong in a Retirement 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/138 Show Notes: RetireWithPurpose.com/138 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...
137: Longevity and Purpose with Billionaire Dwayne Clark
June 08, 2020 10:00 - 1 hour - 154 MBToday’s guest is Dwayne Clark. Dwayne is the founder of Aegis Living, a national leader in senior assisted living and memory care, and the winner of Glassdoor’s Top 50 Companies To Work For award. He’s also an author, playwright, sculptor, podcaster, and much, much more. Dwayne lives what I call the Job Optional lifestyle. He continues to do the things he does because he loves doing them - and has built his life to ensure that he gives back to those who helped him along the way. In his new...