Business

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:

376: The Psychology of Financial Independence: Why Pinpointing Your Happiness Quotient (HQ) Can Help You Live with Fulfillment Jul 14, 2023

Show notes

This week's retirement reading is from the Money with Katie blog titled, Investing for Money vs. Investing for Happiness. 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/376.

Show Notes: Howardbailey.com/376

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

375: Food and Fitness After 50 with Christine Rosenbloom, PhD, RDN Jul 10, 2023

Show notes

Today, I'm talking to Dr. Christine Rosenbloom, PHD, RDN. She has over 40 years of experience in nutrition with specialties in sports nutrition and gerontology. She is Nutrition Professor Emeritus at Georgia State University as well as the President of Chris Rosenbloom Food & Nutrition Services, where she provides nutrition consulting.

In her book, Food and Fitness After 50: Eat Well, Move Well, Be Well, she shares her personal experiences and offers a common-sense approach to help you learn what it takes to control your food choices and fitness strategies as you navigate your 50s, 60s, 70s, and beyond. Brilliantly, she translates the latest science on aging, nutrition, and exercise into simple actionable steps.

In our conversation, Christine shares the story of how she found her purpose by helping older people live healthier lives through better eating and physical activity, the undeniable links between nutrition, mobility, and wellness, and everything you can do to ensure the greatest quality of life for as long as possible.

GET A FREE COPY OF CHRISTINE'S BOOK, FOOD AND FITNESS AFTER 50: EAT WELL, MOVE WELL, BE WELL

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 to start making sense of the overwhelming amount of information about our health (and our finances!) out there.
How to build a fitness plan to meet your goals–even if you just want to be able to carry your own suitcases and play golf into your 90s.
Why managing sleep, stress, and social connections is so important.
Different approaches you can take to manage your well-being before adding another pill to your daily routine.
Why the low-fat approach from the 1970s and 80s persists—and why Chris would never recommend it now.

Show Notes: Howardbailey.com/375

Rate & Review the Podcast: RetireWithPurpose.com/review

374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them Jul 07, 2023

Show notes

This week's retirement reading is from the Morningstar titled, Are You Making These 5 Common Portfolio Mistakes? 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/374.

Show Notes: Howardbailey.com/374

Rate & Review the Podcast: RetireWithPurpose.com/review

373: Better Investing: Why it Begins with Exploring the History of Financial Advice Jun 30, 2023

Show notes

This week's retirement reading is from the A Wealth Of Common Sense titled, The Evolution of Financial Advice. 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/373.

Show Notes: Howardbailey.com/373

Rate & Review the Podcast: RetireWithPurpose.com/review

372: Demystifying Financial indicators: 5 False Proxies That Can Deceive Your Money Mindset Jun 23, 2023

Show notes

This week's retirement reading is from the Best Interest Blog titled, False Proxies That Deceive Your Finances. 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/372.

Show Notes: Howardbailey.com/372

Rate & Review the Podcast: RetireWithPurpose.com/review

371: Examining How Risk Tolerance and Aversion Factors Into Your Retirement Income Plan with Michael Finke, PhD Jun 19, 2023

Show notes

Today, I'm talking to Dr. Michael Finke, Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at the American College. He's the Director of the Granum Center for Financial Security, and he's been my professor a few times throughout my career.

I've always been a huge fan of his academic, unbiased approach, and you've undoubtedly seen Michael's work featured here in our Weekend Reading for Retirees email series over the years. He's published over 50 peer-reviewed articles and is widely quoted in many leading consumer publications.

In 2021, he co-authored a research paper titled, Guaranteed Income: A License to Spend with David Blanchett, a previous guest of the show, and also co-hosts the Wealth, Managed podcast with David as well. He's been a tremendous resource to me and many others, and I'm thrilled to talk to him today.

In our conversation, Michael and I talk about how our eating and investing habits are so intertwined, how to find true happiness and your purpose in retirement, and how risk factors into your income planning, regardless of your risk tolerance.

In this podcast interview, you'll learn:

How Michael's first career as a food consumption researcher influenced his economic perspective–and the correlation between healthy eating and investing.
Why our society gets so distracted by outliers in economics and politics.
How risk aversion influences everything we do in investing and retirement.
Why annuities are being used more and more for wealth accumulation instead of lifetime income–and how this is changing the perception of annuities.
Why so many people can't stand to see the numbers in their bank accounts get smaller in retirement–even if they're overfunded.

Show Notes: Howardbailey.com/371

Rate & Review the Podcast: RetireWithPurpose.com/review

370: 3 Strategies to Help Retirees Spend More Jun 16, 2023

Show notes

This week's retirement reading is from Think Advisor titled, 3 Techniques to Help Retirees Spend More (Yes, More!). 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/370.

Show Notes: Howardbailey.com/370

Rate & Review the Podcast: RetireWithPurpose.com/review

369: Down & Sideways Markets Why They're Bullish Jun 09, 2023

Show notes

This week's retirement reading is from Of Dollars And Data titled, Why Down & Sideways Markets are Bullish. 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/369.

Show Notes: Howardbailey.com/369

Rate & Review the Podcast: RetireWithPurpose.com/review

368: Healthy Aging: Keys to Longevity and Happiness in Your Third Age with Dawn Carr, PhD Jun 05, 2023

Show notes

My guest today is Dr. Dawn Carr. Dawn is the Associate Professor of Sociology and Director of the Claude Pepper Center in the College of Social Sciences and Public Policy at Florida State University and a former researcher at the Stanford Center of Longevity.

She is the co-author of the book, Gerontology in the Era of the Third Age: Implications and Next Steps, where she outlines the key factors that bolster older adults' ability to remain healthy and active for as long as possible. She digs into the complex connections between health and active engagement later in life, focusing on the benefits of paid work, volunteering, and caregiving–and how staying active helps us maintain our cognitive, psychological, and functional well-being.

In our conversation, Dawn shares how losing her mother and grandmother within a month of each other changed her life, how people's lives can truly transform for the better during the third age, and three things you can do right now to live a longer, happier life.

In this podcast interview, you'll learn:

What Dawn learned studying the science of aging by working with very sick older adults.
What the "third age" is–and why it's so critical that we make the most of it.
How to focus on inner connection, get vulnerable, and dig into what truly matters most to you in life.
Why working part-time (or volunteering) has so many of the protective health benefits of full-time work without the same level of commitment.
Why nations like Japan experience some of the best longevity in the world–and how we can apply those lessons to our own life.

Show Notes: Howardbailey.com/368

Rate & Review the Podcast: RetireWithPurpose.com/review

367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65 Jun 02, 2023

Show notes

This week's retirement reading is from Forbes titled, 8 Things You Need To Know About Taxes Once You Reach Age 65. 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/367.

Show Notes: Howardbailey.com/367

Rate & Review the Podcast: RetireWithPurpose.com/review

Our TOPPODCAST Picks

Follow Us

Stay Connected

Retire With Purpose – The Retirement Podcast

Related Podcasts

Links

Stay Connected