Retire With Purpose - The Retirement Podcast – Details, episodes & analysis

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Retire With Purpose - The Retirement Podcast

Casey Weade

Business

Education

Frequency: 1 episode/5d. Total Eps: 501

Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve. 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 finra.org/investors/professional-designations. ©2024 HOWARD BAILEY FINANCIAL, INC.

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Apple Podcasts

🇨🇦 Canada - investing
29/05/2025
#89
🇨🇦 Canada - investing
03/10/2024
#89

Spotify

No recent rankings available

Shared links between episodes and podcasts

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https://retirewithpurpose.com/weekend-reading/
406 shares
http://retirewithpurpose.com/review
385 shares
https://howardbailey.com/our-process
90 shares

https://retirewithpurpose.com/contact-youtube
24 shares

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RSS feed quality

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Score global : 58%

Publication history

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459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance

Episode 459

Friday, September 27, 2024 • Duration 19:22

If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inheritance.

In this episode, we discuss:

The impact of a living inheritance
Why you need to have open dialogue about your estate plan with children
How to strike a balance between transferring wealth today and in the future
Gifting tax considerations

Today's article is from WealthManagement.com titled, Pros and Cons of a Living Inheritance. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/459

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

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458: Is the Pursuit of Happiness Killing Your Second Half of Life Joy?

Episode 458

Friday, September 20, 2024 • Duration 26:42

The happiness you experience is built through mindful, compassionate actions. However, in the second half of life, the quest isn’t for fleeting happiness anymore; it’s for something deeper: Joy.

In this episode, we discuss:

Happiness vs. joy
5 barriers to joy
5 practices to cultivate joy
The power of relationships

Today's article comes from our very own blog titled, Five Practices to Cultivate JoyListen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/458

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here:

449: The Stoic Path to Wealth with Darius Foroux

Episode 449

Monday, July 22, 2024 • Duration 01:03:32

Today, I’m speaking with Darius Foroux. Darius’s work has been featured in Time, NBC, the Observer, and the Economist. He’s also the host of The Darius Foroux Show: Mindset, Business, Money, which is available on all podcast platforms. Darius teaches online classes on wealth building and has written eight books, including his newest work, The Stoic Path to Wealth: Ancient Wisdom for Enduring Prosperity.

In his new book, Darius applies ancient wisdom to the chaos of the modern-day market. He investigates how discipline, emotional distance, and self-mastery–techniques passed down over thousands of years–give us the tools to live better financial lives and weather economic storms today.

In this conversation, we explore how his experience as an immigrant helped shape his financial philosophy, why Stoicism is so uniquely suited to making sense of modern-day problems, and the beauty of staying on this path to build a purposeful life and legacy.

GET A FREE ACCESS TO DARIUS’S BOOK: THE STOIC PATH TO WEALTH: ANCIENT WISDOM FOR ENDURING PROSPERITY

Here's all you have to do...

● Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
● Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple!

In this podcast interview, you’ll learn:

How moving from Iran to the Netherlands as a young child with almost no possessions helped him to achieve financial success on his own terms.
Why Stoicism gives people a clear vision for building long-term wealth.
What happened when Darius made the decision to become a writer–and how this high-risk bet ended up paying off.
The four pillars of Seneca’s life that you can use to shape a beautiful retirement and legacy.
Why it’s so hard to define what “enough” is, to find contentment, and avoid shiny object syndrome.
The power of creating a “non-attachment” to your money as part of a winning investing strategy.

359: Would You Rather Outperform During Bull Markets or Bear Markets?

Episode 359

Friday, April 21, 2023 • Duration 21:10

This 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 advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

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358: 6 Unconventional Luxury “Goods” You Can Leverage with Financial Independence

Episode 358

Friday, April 14, 2023 • Duration 24:48

This 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!

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357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw

Episode 357

Monday, April 10, 2023 • Duration 44:47

Today, 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 Next Millionaire Next Door, she updates her father’s classic text (and one of my dad’s favorite books) to answer the question: what does it take to be the Millionaire Next Door today?

In our conversation, Sarah shares the biggest lessons she took away from her father, Dr. Thomas J. Stanley. We explore the traits that set people up to succeed in life and business, what it means to be wealthy in this modern era, and the common behaviors we see in clients of all ages when making effective financial decisions.

GET A FREE COPY OF SARAH’S BOOK, THE NEXT MILLIONAIRE NEXT DOOR

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

Why there’s a difference between being rich and well-off.
How social media–and watching people drive, buy, and wear things–may have a huge impact on the next generation of savers.
Why successful investing behaviors can be learned and improved–and how to do it.
The difference between behavioral finance and financial psychology.
Sarah’s advice for the millionaire next door who has more than they need, but struggles to enjoy what they’ve worked so hard for in retirement.

356: Retirement Income Planning: 7 Sources to Build and Maintain Wealth

Episode 356

Friday, April 7, 2023 • Duration 21:58

This 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!

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355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement

Episode 355

Friday, March 31, 2023 • Duration 25:07

This 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!

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354: Bank Failures: This is How They Can Impact Your Retirement Investments

Episode 354

Friday, March 24, 2023 • Duration 22:03

This 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!

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353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez

Episode 353

Monday, March 20, 2023 • Duration 56:10

Today, 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 in a combination of memoirs, interviews, and guidance.

The book features conversations with a wide variety of people, including some who chose not to retire (like director Mel Brooks) and those who simply can’t retire, as well as aging scientists, geriatric specialists, and psychiatrists.

In today’s conversation, Steve and I talk about what it means to live with purpose and passion, how to tell which of the five categories of retirees that you fall into, and the big financial trends we should all be thinking about as the world around us changes.

GET A FREE COPY OF STEVE’S BOOK, INDEPENDENCE DAY: WHAT I LEARNED ABOUT RETIREMENT FROM SOME WHO’VE DONE IT AND SOME WHO NEVER WILL

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

Why retirement isn’t necessarily about recreating your identity, but bringing a sense of identity with you into your next act.
What Steve learned from retirees who didn’t have enough structure when their primary careers ended–and from guys like Mel Brooks and Norman Lear, who are happily working in their 90s and 100s.
How boomers entering retirement with medical debt, climate change, and other factors are going to impact life for all of us, regardless of age.

Retire With Purpose - The Retirement Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Retire With Purpose - The Retirement Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

Youtube1

Forbes22

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

Youtube1

Forbes22