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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:

256: An Actuarial Process for Better Decisions in Retirement Dec 10, 2021

Show notes

This week's retirement reading is from Advisors Perspectives titled, An Actuarial Process for Better Decisions in 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/256.

Show Notes: Howardbailey.com/256

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

255: A High-Impact Transition into Your Third Act with Allan Milham Dec 06, 2021

Show notes

Today, I'm speaking with Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment.

Allan has a world of experience, a graduate degree-level education in our field and more than 25 years of experience impacting top-performing teams and individuals ranging from startups and Olympians, to Fortune 50 companies.

With his unique perspectives on the retirement stage of our lives, his team is focused on capturing the values and core beliefs that truly matter by offering highly customized programs tailored to each individual or team's needs and desired outcomes.

In this conversation, we dig into Allan's high-impact concepts for the transition into your third act, why baby boomers may hold more value in today's workforce than they think, and how everyone has the opportunity to be a leader and make an impact as they transition to the next stage of their life.

Show Notes: Howardbailey.com/255

Rate & Review the Podcast: RetireWithPurpose.com/review

254: Your Retirement Plan Can't Deliver Financial Certainty — Here's How to Think About the Big Risk Factors Dec 03, 2021

Show notes

This week's retirement reading is from MarketWatch, titled, Your Retirement Plan Can't Deliver Financial Certainty — Here's How to Think About the Big Risk Factors. 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/254.

Show Notes: Howardbailey.com/254

Rate & Review the Podcast: RetireWithPurpose.com/review

253: Learning to Embrace the Chaos & The End of History Illusion Nov 26, 2021

Show notes

This week's retirement reading is from A Wealth of Common Sense titled, Learning to Embrace the Chaos & The End of History Illusion. 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/253.

Show Notes: Howardbailey.com/253

Rate & Review the Podcast: RetireWithPurpose.com/review

252: Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox Nov 22, 2021

Show notes

Today, I'm speaking with Avivah Wittenberg-Cox. Avivah is the CEO of 20-first, a global balance consultancy that works with C-suite teams to achieve gender and generational balance by focusing on leadership, culture, and systems.

A regular contributor to Forbes and Harvard Business Review, she's also the author of Seven Steps to Leading Gender-Balanced Businesses, Why Women Mean Business: Understanding the Emergency of Our Next Economic Revolution, and Late Love: Mating in Maturity.

Avivah's work caught my eye when I came across her Forbes article entitled "Retirement, Redundancy, Rejection: The Extreme Emotionality of Ending" and I'm thrilled to have her on the show to dig into her thoughts and insights on retirement.

In today's conversation, we talk about the amazing opportunities facing retirees today, as well as the challenges and extreme emotions retirees are facing, and the three Rs she wants people to think about as they approach retirement: reinvention, relevance, and return on life.

GET A FREE COPY OF AVIVAH'S BOOK, LATE LOVE: MATING IN MATURITY

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple!

Show Notes: Howardbailey.com/252

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

251: Who the Happiest Retirees and Most Unhappy Retirees Are Nov 19, 2021

Show notes

This week's retirement reading is from Next Avenue titled, Who the Happiest Retirees and Most Unhappy Retirees Are. 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/251.

Show Notes: Howardbailey.com/251

Rate & Review the Podcast: RetireWithPurpose.com/review

250: Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility Nov 12, 2021

Show notes

This week's retirement reading is from Kitces titled, Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility. 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/250.

Show Notes: Howardbailey.com/250

Rate & Review the Podcast: RetireWithPurpose.com/review

249: Revolutionizing Retirement and Maximizing Your Bonus Years with Dorian Mintzer Nov 08, 2021

Show notes

Today's guest is Dorian Mintzer. Dorian is a world-class retirement coach, a doctor of philosophy, and the founder of Revolutionize Retirement.

Dorian believes that our bonus years are a time to learn, grow, and evolve–and that we need to live our lives with intention, not regrets. She helps her clients discover their gifts, live their purpose, and make a difference in their world. As new parents in their fifties and sixties, she and her husband are also living proof that there's no "one size fits all" transition, and that retirement is a journey and not a destination.

She's also the co-author of The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together, where she explores how couples can continue to earn money, stay engaged in life, and remain happy together.

In today's conversation, we dive into what exactly it means to revolutionize retirement, how to navigate major life transitions (and why people come to her for help), and the difference between "getting old" and "becoming complete."

GET A FREE COPY OF DORIAN'S BOOK, THE COUPLE'S RETIREMENT PUZZLE: 10 MUST-HAVE CONVERSATIONS FOR CREATING AN AMAZING NEW LIFE TOGETHER.

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple!

Show Notes: Howardbailey.com/249

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

248: Inflation vs. Stock Market Returns Nov 05, 2021

Show notes

This week's retirement reading is from A Wealth of Common Sense titled, Inflation vs. Stock Market Returns. 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/248.

Show Notes: Howardbailey.com/248

Rate & Review the Podcast: RetireWithPurpose.com/review

247: The Good News for Upcoming Retirees Oct 29, 2021

Show notes

This week's retirement reading is from Morning Star titled, The Good News for Upcoming Retirees. 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/247.

Show Notes: Howardbailey.com/247

Rate & Review the Podcast: RetireWithPurpose.com/review

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