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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:

396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson Oct 16, 2023

Show notes

Today, I'm talking to a baby boomer who has no intention of "retiring" – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he's on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life's journey.

In his book, Replace Retirement: Living Your Legacy in the Exponential Age, he teaches readers to create purposeful, rewarding, and inspired life plans. Filled with success stories and proven tools, he wants you to chart a course for a fuller, richer life today and continue making the world a better place for years to come.

In our conversation, John shares how he teaches others how to achieve their greatest potential, how to prevent your life or career from falling victim to disruptors before it's too late, and everything you need to craft a legacy map and chart a course for the next phase of your life.

GET A FREE COPY OF JOHN'S BOOK, REPLACE RETIREMENT: LIVING YOUR LEGACY IN THE EXPONENTIAL AGE

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 massive transformational purpose is and how it shows up in our lives.
Why John replaced retirement as we know it with intentional living–and how a meeting with Verne Harnish and Peter Diamandis transformed his life.
How retirement can turn high achievers into shells of their former selves
How to stop floundering and get your focus and momentum back.
What it means to truly create and leave a legacy for your family and where so many people go wrong.
How to set a vision for your future self by taking small steps, rejecting perfectionism, and doing the little things that make big differences.

Show Notes: Howardbailey.com/396

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

395: Should You Delay Taking Social Security Benefits? Oct 13, 2023

Show notes

This week's retirement reading is from Morningstar titled, Should You Delay Taking Social Security Benefits? 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/395.

Show Notes: Howardbailey.com/395

Rate & Review the Podcast: RetireWithPurpose.com/review

394: How to Embrace Generativity and Avoid Stagnation for a Purposeful Retirement Oct 06, 2023

Show notes

This week's retirement reading is from Very Well Health titled, Generativity vs. Stagnation in Middle Adulthood. 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/394.

Show Notes: Howardbailey.com/394

Rate & Review the Podcast: RetireWithPurpose.com/review

393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD Oct 02, 2023

Show notes

Today, I'm speaking with Dr. Chris Heye, CEO and Founder of Whealthcare Solutions and Whealthcare Planning. Chris is an entrepreneur, writer, researcher, and speaker working in the unique intersection of physical, behavioral, mental, and financial health.

His specialty is longevity and cognitive decline risks in retirement, and today's conversation is all about the conversations you need to have with your financial advisor, your estate planning attorney, and even with yourself in order to prevent elder financial abuse.

In this episode, Chris and I dig into the experiences with dementia that led him to pursue his career path, how cognitive decline directly impacts one's ability to make sound financial decisions, and when to start making emergency plans to protect yourself, your family, and your legacy.

In this podcast interview, you'll learn:

Why elders suffering from cognitive decline lose millions of dollars every year.
How psychiatrists and other specialists define cognitive decline and the associated conditions–and how this leads to impulsive behavior and overconfidence.
Why we're still so far away from a cure for Alzheimer's and other forms of dementia.
How to put together a team to help take over your financial decision making if and when the time comes–and how to have the important conversations with your family members who don't want to talk about it.
Why it's never been more important to stay active, maintain meaningful relationships, take on new challenges, and surround yourself with people you love late in life.
How Medicare and Medicaid do (and don't) help with long-term care.

Show Notes: Howardbailey.com/393

Rate & Review the Podcast: RetireWithPurpose.com/review

392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life Sep 29, 2023

Show notes

This week's retirement readings are from A Wealth of Common Sense titled, The Evolution of Retirement, and from The Long Run blog titled, Why Do We Retire? Listen in as Casey Weade breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/392.

Show Notes: Howardbailey.com/392

Rate & Review the Podcast: RetireWithPurpose.com/review

391: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? Sep 22, 2023

Show notes

This week's retirement reading is from Think Advisor titled, T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? 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/391.

Show Notes: Howardbailey.com/391

Rate & Review the Podcast: RetireWithPurpose.com/review

390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz Sep 18, 2023

Show notes

Today, I'm talking to Richard "Jet" Vertz. He's a retired aviation business executive who spent 40 years in the aerospace business, a U.S. Navy service officer who served in Vietnam, and a teacher at the University of Rhode Island's Osher Lifelong Learning Institute.

His latest book is Purpose Driven Retirement, in which he shares a process designed to help readers create their Purpose Driven Retirement Bucket List–goals based on hobbies, passions, strengths, limitations, and aspirations to achieve in this far-reaching phase of life.

In our conversation, Jet shares life lessons from growing up in an orphanage in war-torn Korea before being adopted by an American GI at the age of 11, why a life of leisure in retirement isn't always as fulfilling as we think it's going to be, and how to chart a new course for the decades to come–no matter what life stage you're in right now.

GET A FREE COPY OF JET'S BOOK, PURPOSE DRIVEN RETIREMENT: GENERATING A PURPOSE DRIVEN BUCKET LIST

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 it's easy to start feeling like a "taker" after the honeymoon of early retirement wears off.
How Jet started his first purpose-driven retirement group–and how finding and defining purpose in this stage of life gave him the structure and support he needed.
How to do a "purpose checkup" to make sure your life is moving in alignment with what you want–and want to give.
The difference between dreams and goals–and how to make the big things you want from life specific and achievable.
How (and why) to create a lifeline to tell the story of your life on a graph–and find your passion (and so much more) along the way.

Show Notes: Howardbailey.com/390

Rate & Review the Podcast: RetireWithPurpose.com/review

389: High Interest Rates: How Could They Impact Your Retirement? Sep 15, 2023

Show notes

This week's retirement reading is from Mr. Money Mustache titled, What to Do About These High Interest Rates. 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/389.

Show Notes: Howardbailey.com/389

Rate & Review the Podcast: RetireWithPurpose.com/review

388: Retirement Happiness: How to Convert 7 Losses Into Gains Sep 08, 2023

Show notes

This week's retirement reading is from HumbleDollar titled, What We Lose. 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/388.

Show Notes: Howardbailey.com/388

Rate & Review the Podcast: RetireWithPurpose.com/review

387: Principles for Designing Your Ideal Post-Career Lifestyle with Mike Drak Sep 04, 2023

Show notes

Today, I'm joined by Mike Drak. Mike's a 38-year veteran of the financial services industry and an award-winning blogger, retirement coach, and public speaker.

You may have read Mike's articles and contributions on some of our favorite blogs, such as Booming Encore, HumbleDollar, and MarketWatch. He's also the author of several books, including Longevity Lifestyle By Design, Victory Lap Retirement, and Retirement Heaven or Hell: 9 Principles for Designing Your Ideal Post-Career Lifestyle.

In our conversation, Mike shares the shocking experience he had after getting laid off from the banking industry at the age of 59, why the ideal retirement isn't always spent on a cruise ship or a golf course, and how to get strategic as you plan your transition from the working world as you know it into retirement with your identity and passion intact.

GET A FREE COPY OF MIKE'S BOOK, LONGEVITY LIFESTYLE BY DESIGN: REDEFINING WHAT RETIREMENT CAN BE

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 not having to work ever again doesn't always make us happy–and how Mike created his "victory lap" after exiting his main career.
How to start planning and creating a lifestyle that will work for you as you approach retiring.
What "retirement hell" is, who experiences it, and how to ensure your needs are met to try to avoid it.
How a financial advisor can help you avoid retirement shock.
How retirees find new peers and new communities, even at advanced ages.
What you can do to identify your values and determine exactly what you want from this–and the next–stage of your life.

Show Notes: Howardbailey.com/387

Rate & Review the Podcast: RetireWithPurpose.com/review

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