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Retire With Purpose – The Retirement Podcast

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 CEO 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.

Latest Episodes:

406: Discovering The Four Phases of Retirement with Dr. Riley Moynes Dec 04, 2023

Show notes

Today, I'm talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey–he's experienced it himself.

His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You're Retiring. We're going to dig into what these four phases are, but also how they applied to Riley in his own life.

In our conversation, you'll learn how he waltzed through phase one, struggled through phase two, tried countless ventures in phase three, and found a new calling in phase four. If you're trying to identify your unique abilities and create a fulfilling future, this episode is a must-listen!

GET A FREE COPY OF DR. RILEY'S BOOK, THE FOUR PHASES OF RETIREMENT

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 BOOK 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 the so-called ideal retirement gets boring fast for so many people.
What Riley learned by interviewing over 100 retirees about their experiences–and how he created a framework to help others live more impactful lives in retirement.
The real reasons so many retirees struggle with depression, marital strife, and ennui.
Why giving back and providing service is almost always at the root of finding purpose in retirement.
How Riley tried on almost a dozen projects over seven years to reach his "phase four."

Show Notes: Howardbailey.com/406

Rate & Review the Podcast: RetireWithPurpose.com/review

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

405: Managing Investment Risk: 4 Financial Factors in Your Control Dec 01, 2023

Show notes

This week's retirement reading is from Seeking Alpha titled, The Illusion Of Security In Investing. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/405.

Show Notes: Howardbailey.com/405

Rate & Review the Podcast: RetireWithPurpose.com/review

404: Could Your Retirement Savings Withstand an 8% Withdrawal Rate? Nov 24, 2023

Show notes

This week's retirement reading is from Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/404.

Show Notes: Howardbailey.com/404

Rate & Review the Podcast: RetireWithPurpose.com/review

403: The Misery of Money Without Meaning: Preventing Your Net Worth from Dictating Your Self-Worth Nov 17, 2023

Show notes

This week's retirement reading is from The Root of All blog titled, The Dark Side of Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/403.

Show Notes: Howardbailey.com/403

Rate & Review the Podcast: RetireWithPurpose.com/review

402: Transforming Your Health and Defying Aging Stereotypes with Joan MacDonald Nov 13, 2023

Show notes

Today, I'm talking to Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn't walk up and down stairs, and feared she may suffer from additional health issues in the future.

She enlisted her daughter and fitness trainer, Michelle, to help and achieved astounding results. She joined a transformation group called The Wonder Women, lost 60 pounds, and now works with her daughter to inspire, motivate, and train others to improve their wellness at any age on Instagram, YouTube, and her program, Train with Joan.

Together, they co-authored Flex Your Age, Defy Stereotypes and Reclaim Empowerment.

In our conversation, Joan and I talked about what inspired her to finally make a major lifestyle change, how you can change your beliefs about physical health and aging at any age, and how to integrate simple exercises into your daily routine.

GET A FREE COPY OF JOAN'S BOOK, FLEX YOUR AGE, DEFY STEREOTYPES AND RECLAIM EMPOWERMENT

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 BOOK 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:

What happened in the "game-changing" first six months of Joan's fitness transformation–and what her daughter Michelle did to make sure that these changes stuck.
How to get over your fears and conquer the barriers stopping you from making big changes.
Why strength training doesn't mean you're going to look "bulky."
How Joan tracks macronutrients to plan her meals to build muscle and lose fat–and why you don't need to be perfect at this to achieve amazing results.
Why there's never been a better time than now to get started.

Show Notes: Howardbailey.com/402

Rate & Review the Podcast: RetireWithPurpose.com/review

401: Examining Retirement Risk: How to Mitigate the 8 Forms of Investment Risk Nov 10, 2023

Show notes

This week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have It. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/401.

Show Notes: Howardbailey.com/401

Rate & Review the Podcast: RetireWithPurpose.com/review

400: Debunking the Financial Dark Side: 5 Times When "Bad" Money Moves Can be Good Nov 03, 2023

Show notes

This week's retirement reading is from Mr-Stingy titled, A Bit of a Bad Thing Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/400.

Show Notes: Howardbailey.com/400

Rate & Review the Podcast: RetireWithPurpose.com/review

399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg Oct 30, 2023

Show notes

For over 50 years, Nancy Schlossberg has been helping adults grow and navigate life's big transitions. She's a former professor of counseling psychology, former president of the National Career Development Association, and currently serves as co-president of Transitions Works, a consulting group.

She was the first woman executive at the American Council of Education, and she established the Office of Women in Higher Education in 1973. She's also written ten books, including Too Young To Be Old: Love, Learn, Work, and Play as You Age. It's an accessible, upbeat guide in which she looks at the basic issues of aging – health, finances, and relationships – to give her readers lots to think about as they develop a deliberate plan to age happily. In our conversation, Nancy explains why she doesn't regret retiring (but regrets how she did it), what it really means to age well, and her unique frameworks for navigating life's transitions as you approach the next phase of your life.

GET A FREE COPY OF NANCY'S BOOK, TOO YOUNG TO BE OLD

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 BOOK 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:

How Nancy's own unhappy retirement led her to explore how older individuals can build meaningful connections and communities.
What it means to age with panache.
Why a transition can be any event or non-event that changes your life – and Nancy's 4 S's (situations, self, support, and strategies) to help you navigate them.
Which of Nancy's retirement paths you're on (adventurer, continuer, easy glider, searcher, retreater, involved spectator) and why this is all but guaranteed to twist and turn over the course of your life.

Show Notes: Howardbailey.com/399

Rate & Review the Podcast: RetireWithPurpose.com/review

398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker Oct 27, 2023

Show notes

This week's retirement reading is from Morningstar titled, Clients Suffering From Choice Overload? Here's How to Manage it. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/398.

Show Notes: Howardbailey.com/398

Rate & Review the Podcast: RetireWithPurpose.com/review

397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money Oct 20, 2023

Show notes

This week's retirement reading is from Steve Sanduski's blog titled, 2,500 Years of Thinking About "How Much is Enough?" Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/397.

Show Notes: Howardbailey.com/397

Rate & Review the Podcast: RetireWithPurpose.com/review

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