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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:

196: How 10 Types of Retirement Income Get Taxed Mar 05, 2021

Show notes

This week's retirement reading is from Kiplinger, titled How 10 Types of Retirement Income Get Taxed. 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/196

Show Notes: Howardbailey.com/196

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

195: The Psychology of Making Financial Decisions with Maria Konnikova Mar 01, 2021

Show notes

Maria Konnikova has spent much of her life writing about psychology and how it applies to real life situations. With a B.A. in psychology and creative writing from Harvard and a Ph.D. in psychology from Columbia University, her work has been published in the New York Times, The New Yorker, Slate, and the Paris Review, to name just a few.

Her books include Mastermind, The Confidence Game, and The Biggest Bluff, where she tells the story of her journey into the world of professional poker with Hall of Famer Erik Seidel as her mentor. Her career has zigged and zagged in fascinating directions, but she remains astoundingly calm, cool, and controlled about all of it.

Today. Maria joins the podcast to talk about how she takes control of life (financial and otherwise), even as you take it one day at a time, the many different ways emotions affect our thought processes and decision making skills, and the mental habits common to the best poker players that can make you more effective in every aspect of your life.

Show Notes: Howardbailey.com/195

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

194: Does Your Portfolio Need Bitcoin? Feb 26, 2021

Show notes

This week's retirement reading is from MorningStar, titled Does Your Portfolio Need Bitcoin?. 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/194

Show Notes: Howardbailey.com/194

Rate & Review the Podcast: RetireWithPurpose.com/review

193: Worried About Passing Down a Big IRA? Consider a CRT Feb 19, 2021

Show notes

This week's retirement reading is from KIPLINGER, titled Worried About Passing Down a Big IRA? Consider a CRT. 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/193

Show Notes: Howardbailey.com/193

Rate & Review the Podcast: RetireWithPurpose.com/review

192: How to Live a Big Life in Retirement with Fritz Gilbert Feb 15, 2021

Show notes

Fritz Gilbert blogs at The Retirement Manifesto, where he provides practical financial independent and retirement planning guidance for people within ten years of retirement. His articles are regularly part of our weekend reading for retirees, and I think he's one of the best retirement writers working today.

After 33 years in corporate America, Fritz and his wife retired at the age of 55 in June of 2018, sold their primary home, and moved to a cabin in the North Georgia mountains when he's not traveling the country in his RV.

Today, Fritz and I are talking about the big things he's learned from his early retirement and second act as a retirement writer, the big regrets that so many retirees have and how to avoid them, and how to tackle the many challenges of retirement that don't concern money.

Show Notes: Howardbailey.com/192

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

191: Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early Retirement Feb 12, 2021

Show notes

This week's retirement reading is from FPA, titled Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early 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/191

Show Notes: Howardbailey.com/191

Rate & Review the Podcast: RetireWithPurpose.com/review

190: Where Are You Still Using Single-Ply? Feb 05, 2021

Show notes

This week's retirement reading is from The Tim Ferris Show, titled Where Are You Still Using Single-Ply? 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/190

Show Notes: Howardbailey.com/190

Rate & Review the Podcast: RetireWithPurpose.com/review

189: Becoming Unhackable with Kary Oberbrunner Feb 01, 2021

Show notes

Today I'm speaking with Kary Oberbrunner. Kary is an author, CEO, international speaker and coach who has trained over 250,000 authors, speakers, and entrepreneurs.

Since we last spoke on the very first episode of the podcast, he has made a number of major shifts in his life. He turned a book into 18 streams of income, launched the Igniting Souls publishing agency, and has created massive demand from influencers and CEOs who want to write books of their own and make an impact in the world.

In his new book, Unhackable: The Elixir for Creating Flawless Ideas, Leveraging Superhuman Focus, and Achieving Optimal Human Performance, Kary shows you how to close the gap between dreaming and doing.

Today, Kary returns to the podcast to talk about how he helps individuals clarify who they are, and what it truly means to be unhackable in life and business.

Show Notes: Howardbailey.com/189

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

188: Are You Going to Be OK in Retirement? Jan 29, 2021

Show notes

This week's retirement reading is from Kiplnger, titled Are You Going to Be OK 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/188

Show Notes: Howardbailey.com/188

Rate & Review the Podcast: RetireWithPurpose.com/review

187: Introducing a Hierarchy of Financial Wellness Jan 22, 2021

Show notes

This week's retirement reading is from FPA written by Chris Heye, titled Introducing a Hierarchy of Financial Wellness. 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/187

Show Notes: Howardbailey.com/187

Rate & Review the Podcast: RetireWithPurpose.com/review

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