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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:

236: My Investing Nightmare Sep 10, 2021

Show notes

This week's retirement reading is from Of Dollars And Data, titled My Investing Nightmare. 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/236.

Show Notes: Howardbailey.com/236

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

235: Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization Sep 03, 2021

Show notes

This week's retirement reading is from Kitces, titled Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization. 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/235.

Show Notes: Howardbailey.com/235

Rate & Review the Podcast: RetireWithPurpose.com/review

234: Creating a Purposeful Work Life in Retirement with Bob Foley Aug 30, 2021

Show notes

Today, I'm speaking with Bob Foley. Bob has helped launch billion-dollar companies, several nonprofits, and worked for many major brands in the country. His current venture and sole focus is Legacy Transition Coaching, where he helps his clients focus on the non-financial aspects of retirement, to let go of their corporate identities, and create a new life on their own terms.

Bob thinks about retiring with purpose and his work from a remarkably specific angle. He's uniquely focused on helping answer questions of lifestyle, tackling issues of ageism, and navigating life and work after the loss of a spouse or partner–among many other issues affecting retirees today.

In this conversation, Bob shares the story of his unique journey into the world of retirement coaching, proposes new ideas and concepts for people transitioning out of full-time careers (especially when leaving the corporate world), and how to create more meaning, purpose and balance in life at any age.

Show Notes: Howardbailey.com/234

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

233: How Can I Make Sure The Money I've Saved Will Last My Whole Retirement? Aug 27, 2021

Show notes

This week's retirement reading is from Market Watch, titled How Can I Make Sure The Money I've Saved Will Last My Whole 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/233.

Show Notes: Howardbailey.com/233

Rate & Review the Podcast: RetireWithPurpose.com/review

232: My 'Too Hard' Pile Is Pretty Big Aug 20, 2021

Show notes

This week's retirement reading is from Morning Star, titled My 'Too Hard' Pile Is Pretty Big. 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/232.

Show Notes: Howardbailey.com/232

Rate & Review the Podcast: RetireWithPurpose.com/review

231: Making a Successful Transition into Retirement with Joe Casey Aug 16, 2021

Show notes

Today, I'm speaking with Joe Casey. Joe is an Executive Coach and Retirement Coach with extensive experience navigating transitions, both in his own life and with his clients. At the age of 52, he retired early from his career in Human Resources at Merrill Lynch to become an executive coach. Since then, he has dedicated his life to helping people create successful second act careers and get the most out of their retirement.

Joe earned his coaching certification from Columbia University and is a Certified Retirement Coach through Retirement Options. He is also a Certified Designing Your Life Coach through Bill Burnett and Dave Evans, authors of Designing Your Life.

In today's episode, Joe and I dig into the different types of coaching he offers and how he is helping so many people successfully transition into retirement. We also discuss some reasons why so many people are afraid of retiring instead of embracing it, and the incredible potential that the largest generation in history has right now to make an impact in the world today for future generations.

Show Notes: Howardbailey.com/231

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

230: What's the Ideal Asset Mix in Retirement? Is It 70/30? 60/40? Aug 13, 2021

Show notes

This week's retirement reading is from the Wall Street Journal, titled What's the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?. 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/230.

Show Notes: Howardbailey.com/230

Rate & Review the Podcast: RetireWithPurpose.com/review

229: What I Learned From My 'Faux-tirement' Aug 06, 2021

Show notes

This week's retirement reading is from Morningstar, titled What I Learned From My 'Faux-tirement'. 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/229.

Show Notes: Howardbailey.com/229

Rate & Review the Podcast: RetireWithPurpose.com/review

228: Why Retirement Is NOT the Goal with Kary Oberbrunner Aug 02, 2021

Show notes

Today, I'm speaking with Kary Oberbrunner. Kary is the CEO of Igniting Souls Publishing Agency. He's also an author, coach, and international speaker who helps people clarify who they are, why they're here, and where they're going so they can become souls on fire, experience unhackability, and share their message with the world.

In the past twenty years, he's ignited over one million people with his content and trained over 250,000 Authors, Coaches, Speakers, and Entrepreneurs.

In my previous conversations with Kary, we've talked about his books, Day Job to Dream Job and Unhackable. However, this conversation is going to be a little bit different. I recently found a video he posted in 2018 called "Why is the Goal NOT Retirement?" and I knew that I needed to talk to him about it.

In this episode, Kary and I dig into his unique views of true retirement. We talk about the link between our jobs and our health, and the power of living a life with purpose and freedom at any age.

Show Notes: Howardbailey.com/228

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

227: Overthinking Your Money: Avoiding Analysis Paralysis Jul 30, 2021

Show notes

This week's retirement reading is from Reuters, titled Overthinking Your Money: Avoiding Analysis Paralysis. 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/227.

Show Notes: Howardbailey.com/227

Rate & Review the Podcast: RetireWithPurpose.com/review

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