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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:

386: The Psychology of Wealth Accumulation: What it Means to Feel Rich Sep 01, 2023

Show notes

This week's retirement reading is from A Wealth of Common Sense titled, You Probably Need Less Money Than You Think For Retirement. 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/386.

Show Notes: Howardbailey.com/386

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

385: Exploring the 5 Paradigms of Wealth and How They Create a Fulfilling Retirement Aug 25, 2023

Show notes

This week's retirement reading is from The Knowledge Toolkit titled, The Five Types of Wealth. 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/385.

Show Notes: Howardbailey.com/385

Rate & Review the Podcast: RetireWithPurpose.com/review

384: Building Strength After 50 For an Active Retirement with Dave Durell Aug 21, 2023

Show notes

My guest today is Dave Durell. Dave is a fitness coach, blogger, and speaker and has been in the health industry for over 40 years. He has worked as a personal trainer, an NFL strength and training and conditioning coach, and a physical therapist assistant.

We came across Dave's work at StrengthAfter50.com, where he shares strength training tips, personal training guidance, and the latest research on fitness. He believes not just in staying strong after 50 but staying strong forever–and it all works a little differently at 50 compared to when we were in our 20s and 30s.

In this conversation, Dave and I explore what it means to be fit for life and to be able to live to the fullest. We discuss the benefits of strength training (and why lifting weights isn't just for young people), what fitness programming looks like over 50, and the benefits of tools and tech toys designed to encourage recovery.

From there, we dig into what a full-body workout for retirees and pre-retirees might look like, how to get started, and the proper diet to support your body's needs.

GET A FREE COPY OF DAVE'S E-BOOK, NEW RULES OF STRENGTH TRAINING OVER 50 ALONG WITH 4 INSTRUCTIONAL TRAINING VIDEOS

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 so many retirees suffer when they have the time and the resources to live, but lack physical ability and mobility.
Why even putting 5 pounds of muscle on is a huge deal after the age of 50–and why you don't have to train like crazy to achieve it.
The reason Dave won't let many of his older clients train more than two days a week.
How to avoid getting hurt lifting weights.
Why Dave is such a big fan of exercise machines despite their criticisms.
The importance of nutrition–and especially protein–in a diet intended to build and keep muscle.

Show Notes: Howardbailey.com/384

Rate & Review the Podcast: RetireWithPurpose.com/review

383: 4 Financial Concerns That Belong on Your "Unlikely to Happen" List Aug 18, 2023

Show notes

This week's retirement reading is from Morningstar titled, 4 Financial Worries to Cross Off Your List. 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/383.

Show Notes: Howardbailey.com/383

Rate & Review the Podcast: RetireWithPurpose.com/review

382: Social Connections in Retirement: Why They're the Number One Factor for Happiness Aug 11, 2023

Show notes

This week's retirement reading is from CNBC titled, An 85-year Harvard study on happiness found the No. 1 retirement challenge that 'no one talks about'. 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/382.

Show Notes: Howardbailey.com/382

Rate & Review the Podcast: RetireWithPurpose.com/review

381: How to Thrive in Retirement and Not Fade Away with Celia Dodd Aug 07, 2023

Show notes

Today, I'm talking to Celia Dodd. After 30 years of contributing to publications like The Independent, the Times, the Guardian, Country Living, and Good Housekeeping, Celia started writing books about parenting and life transitions.

Celia is the author of All Grown Up: Nurturing Relationships with Adult Children, The Empty Nest, and Conversations with Mothers and Daughters, but today's conversation is focused on her book Not Fade Away: How to Thrive in Retirement.

In this conversation, Celia and I discuss many topics, including her keys to a successful retirement transition, empty nesting, and the top three challenges every retiree faces. If you're approaching or in retirement, there's sure to be something here for you.

GET A FREE COPY OF CELIA'S BOOK, NOT FADE AWAY: HOW TO THRIVE IN 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:

What made Celia's father's retirement so sad–and how his depression made successful retirement so near and dear to her heart.
How to better navigate the complex emotions that come with leaving the workplace and the regrets that can come with life transitions.
The value of slowing down–and even learning to love boredom.
Why finding purpose is at the very top of Celia's retirement checklists.
How to transition from being a hands-on to hands-off parent as your children reach adulthood.
How to reduce your risk of gray divorce as you enter retirement.

Show Notes: Howardbailey.com/381

Rate & Review the Podcast: RetireWithPurpose.com/review

380: Investment Tradeoffs: Why You Should Know Your Return on Hassle Aug 04, 2023

Show notes

This week's retirement reading is from Of Dollars and Data titled, The Return on Hassle Spectrum. 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/380.

Show Notes: Howardbailey.com/380

Rate & Review the Podcast: RetireWithPurpose.com/review

379: Top 10 Ways to Grow Wealth in the Markets Ranked by Likelihood of Success Jul 28, 2023

Show notes

This week's retirement reading is from The Big Picture blog titled, How to Get Rich in the Markets. 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/379.

Show Notes: Howardbailey.com/379

Rate & Review the Podcast: RetireWithPurpose.com/review

378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement Jul 24, 2023

Show notes

Today's episode is a little different. I had the pleasure of being on Dr. Jordan Grumet's Earn & Invest podcast and absolutely loved the content, so I'm sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement.

You might recognize Jordan's name as he was my guest in May of this year. For those that don't know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for deep conversations about money and life.

He's the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, a full-time author and podcaster, and a regular contributor to Medscape, MarketWatch, and many other outlets.

In this conversation, we covered a wide range of topics, including the story of my own semi-retirement, what it truly means to be job optional, how to unlock your true potential and set yourself up for success before and during retirement.

In this podcast interview, you'll learn:

What I learned when my son was born with a congenital birth defect and I was forced into semi-retirement for six months.
The value of taking sabbaticals well before you retire to start to understand what real retirement feels like.
Why the conversations that should be happening with financial planners and retirement coaches don't happen.
How to use data to approach retirement given your unique background and circumstances.
Why so many people are working in retirement today compared to the previous generation.
Ways to think about and approach long-term care planning.
The unique roadblocks likely to affect people planning for retirement in the next 20 years.

Show Notes: Howardbailey.com/

Rate & Review the Podcast: RetireWithPurpose.com/review

377: When is Cost Irrelevant? Elevate Financial Fulfillment by Pinpointing Your Minimum Price Point Jul 21, 2023

Show notes

This week's retirement reading is from Mr-Stingy titled, Minimum Size — Big Enough To Matter, Not Too Big That It's Wasteful. 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/377.

Show Notes: Howardbailey.com/377

Rate & Review the Podcast: RetireWithPurpose.com/review

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