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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:

296: 3 Economic Factors That Can Impact Your Retirement Income Plan Jun 17, 2022

Show notes

This week's retirement reading is from Kitces titled, How To Use Economic Context In Retirement Income Decision-Making. 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/296.

Show Notes: Howardbailey.com/296

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

295: Ego is the Enemy: How to Manage Bias and Investment Risk with a Financial Plan Jun 10, 2022

Show notes

This week's retirement reading is from The Belle Curve titled, Get Even-itis. 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/295.

Show Notes: Howardbailey.com/295

Rate & Review the Podcast: RetireWithPurpose.com/review

294: Case Study: Discovering the Power of Purpose with Richard Leider and Yvette Francino Jun 06, 2022

Show notes

Just a few short weeks ago, on the Retire with Purpose podcast, I spoke to author and Master Career Counselor Richard Leider. If you missed our first conversation, you can check it out here.

In that episode, we talked about the Napkin Test: a powerful tool that Richard created to help people clarify their purpose and find fulfillment in their personal and professional lives.

After our interview, Richard proposed that we have a listener join us for a special live episode. He offered to give one of our listeners the unique opportunity to take the Napkin Test with his guidance, and I couldn't have been more excited.

With that in mind, I'd like to introduce you to our special guest, Yvette Francino. Yvette is one of our subscribers and the founder of Carpe Diem Day, where she blogs about living life to the fullest and inspires others to do the same.

In this special episode, which was recorded Live on Facebook, you'll get to hear Yvette in conversation with Richard as they use his powerful framework in real-time. You'll learn how the Napkin Test works in practice, and the questions you and a partner can ask to discover your gifts, passions, and values, regardless of your age or career.

In this podcast interview, you'll learn:

The four characteristics of the Good Life.
Why so many retirees who move to the most beautiful places on earth end up moving back home within a year.
How Richard defines purpose as we live it each and every day.
How the Napkin Test can help you reflect, connect, explore, choose, repack, and act as you search for purpose and a way forward.
How to unpack your life experiences as you create new ones.

Show Notes: Howardbailey.com/294

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

293: 8 Misconceptions for Measuring Your Investment Risk Jun 03, 2022

Show notes

This week's retirement reading is from Advisor Perspectives titled, Why Volatility is the Wrong Measure of Investment Risk. 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/293.

Show Notes: Howardbailey.com/293

Rate & Review the Podcast: RetireWithPurpose.com/review

292: Amid Market Volatility, Here's What You Should Bear in Mind May 27, 2022

Show notes

This week's retirement reading is from Creative Planning titled, Markets In Turmoil. 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/292.

Show Notes: Howardbailey.com/292

Rate & Review the Podcast: RetireWithPurpose.com/review

291: The Art of Purposeful Aging with Richard Leider May 23, 2022

Show notes

Today, I'm talking to Richard Leider. For over 40 years, Richard has been a Nationally Certified Master Career Counselor at Inventure – The Purpose Company. Richard has been studying purpose (and the purpose of movement) for decades. He's led expeditions around the world, climbed Kilimanjaro, and shared his insights in a powerful TEDx talk.

He's also the author of 11 books, including three bestsellers. In his most recent work, Who Do You Want To Be When You Grow Old?: The Path of Purposeful Aging, he invites readers to grow old on purpose and chart a path to elderhood with choice, curiosity, and courage. He explores why purposeful aging is both accessible to all and fundamental to health, happiness, and longevity–and how to authentically become the person you were always meant to be.

I was introduced to Richard's work by Avivah Wittenberg-Cox, and now I'm a huge fan. In our conversation, we discuss the expeditions he's led in Tanzania, how he's helped people to find their new purpose and meaning in their post-career lifestyle, and how to reframe your life to focus on your greatest gifts.

GET A FREE COPY OF RICHARD'S BOOK, WHO DO YOU WANT TO BE WHEN YOU GROW OLD?: THE PATH OF PURPOSEFUL AGING

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 Africa is a popular destination for many people on their journeys to find purpose and meaning.
The three M's that Richard sees as essential to living with purpose.
The differences between purpose, meaning, and calling.
How to use the Napkin Test to identify your gifts.
Why only one in three people has a clear reason for getting up in the morning–and how to clarify your purpose each day.

Show Notes: Howardbailey.com/291

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

290: Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips May 20, 2022

Show notes

This week's retirement reading is from Barron's titled, Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips. 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/290.

Show Notes: Howardbailey.com/290

Rate & Review the Podcast: RetireWithPurpose.com/review

289: The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients May 13, 2022

Show notes

This week's retirement reading is from Kitces titled, The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients. 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/289.

Show Notes: Howardbailey.com/289

Rate & Review the Podcast: RetireWithPurpose.com/review

288: How to Seek Out Unbiased Financial Advice with Jeff Levine May 09, 2022

Show notes

Today, I'm talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd's Eye View blog, and a regular contributor to ThinkAdvisor. He's also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to industry professionals.

Jeff is a thought leader in the field of evidence-based planning concepts and strategies and excels at distilling complex financial laws and policies into understandable resources. His expertise has allowed him to train countless advisors as they help guide their clients to achieve their financial goals.

I'm such a huge fan of Jeff's work, and I just love the advice and insights he offers the world as I reference a lot of his research often with my own clients.

In today's conversation, we'll discuss why stepping into retirement is hard no matter how well you've planned and what to look for when seeking out unbiased advice from a potential financial advisor. He also shared his thoughts by answering a few questions that were submitted by our Weekend Reading audience. We definitely covered some hot topics; I hope you'll get a lot of value from this episode.

In this podcast interview, you'll learn:

What Kaizen is and how to apply it to your life and well-being.
Why retirement has turned into a more gradual process for so many people.
How to make sense of financial advice, determine whether it's any good, and identify bias.
How the financial services industry is evolving to provide better value to clients.
The optimal percentage of Roth versus traditional IRAs to have as you approach retirement.
How to maintain a diversified bond portfolio with the potential for additional interest rate increases.
Why Jeff thinks taxes are likely to rise and how to navigate these changes.

Show Notes: Howardbailey.com/288

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

287: Why Is The Market Going Down? May 06, 2022

Show notes

This week's retirement reading is from Financial Advisor Magazine titled, Why Is The Market Going Down? 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/287.

Show Notes: Howardbailey.com/287

Rate & Review the Podcast: RetireWithPurpose.com/review

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