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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:

146: Defining Your Purpose & Living Your Legacy with Chris Smith Jul 20, 2020

Show notes

Chris Smith is the creator of The Campfire Effect, a proven framework to help entrepreneurs and brands tell their stories. He's since used his experiences in the world of business to create Family Brand, a powerful way for families to discover how to create an intentional culture in their own homes to foster love, joy, and connection.

However, before he could help others do transformative work, he had to help himself. Ten years ago, Chris struggled with hopelessness as a husband and as a father. He had to take responsibility for his actions, unearth his true calling, and learn to live for now. If you're wondering how to make change of any kind at any stage of life, Chris's story and powerful tools can help you achieve these goals.

Today, Chris and I discuss the family brand, transformative breakthroughs, and how to stop being who you're supposed to be and live as who you truly are.

Show Notes: Howardbailey.com/146

Rate & Review the Podcast: Howardbailey.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

145: How to Plan for a Smaller Social Security Check Jul 17, 2020

Show notes

This week's retirement reading is from USA Today, titled How to Plan for a Smaller Social Security Check. 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/145

Show Notes: Howardbailey.com/145

Rate & Review the Podcast: Howardbailey.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

144: 33 Things I Stole From People Smarter Than Me on the Way to 33 - Weekend Reading Jul 10, 2020

Show notes

This week's retirement reading is from Ryan Holiday titled 33 Things I Stole From People Smarter Than Me on the Way to 33. 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/144

Show Notes: Howardbailey.com/144

Rate & Review the Podcast: RetireWithPurpose.com/review

143: Growing Up as a Ramsey, Budgeting and Debt with Rachel Cruze Jul 06, 2020

Show notes

Rachel Cruze is the #1 New York Times best-selling author of Love Your Life, Not Theirs and Smart Money Smart Kids. Through her books and as the host of The Rachel Cruze Show and its accompanying podcasts, she's dedicated her career to helping Americans learn how to handle money and stay out of debt.

She's also Dave Ramsey's daughter, which means that she has an astounding number of stories and lessons about money and fiscal responsibility. For parents or parents-to-be, especially if your kids will be growing up in a very different financial environment than you were raised in, Rachel's guidance may be extremely valuable - and today's episode is a must-listen.

Today, Rachel and I discuss her new book, how to stop comparing your life to everyone else's, and the power of budgeting to achieve financial freedom.

Show Notes: Howardbailey.com/143

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

142: Happiness & the Gorilla - Weekend Reading Jul 03, 2020

Show notes

This week's retirement reading is from Professor Galloway, titled Happiness and the Gorilla. 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/142

Show Notes: Howardbailey.com/142

Rate & Review the Podcast: RetireWithPurpose.com/review

141: Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free Jun 26, 2020

Show notes

This week's retirement reading is from Bloomberg, titled Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free. 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/141

Show Notes: Howardbailey.com/141

Rate & Review the Podcast: RetireWithPurpose.com/review

140: Your Happiness Portfolio for Retirement with Marianne Oehser Jun 22, 2020

Show notes

Marianne Oehser is a certified retirement and relationship specialist who focuses on assisting people find happiness in the post-career phase of their lives. She has dedicated her career to studying how people navigate transitions in adult life, especially retirement, and how they impact our happiness and relationships.

In her book, Your Happiness Portfolio for Retirement: It's Not About the Money!, she shows you how to make the post-career phase of your life the happiest and most fulfilling time of your life. She explores how to prepare for the time you'll have in retirement before you actually get there — to live in service of mission, vision, value, and purpose.

Marianne joins the podcast to talk about the unique challenges that people face as they enter retirement, how to build your happiness portfolio, and what you can do to find your flow state at every stage of life.

Show Notes: Howardbailey.com/140

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

139: A Rare Second Chance to Protect Nest Egg Savings Jun 19, 2020

Show notes

This week's retirement reading is from AARP, titled A Rare Second Chance to Protect Nest Egg Savings. 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/139

Show Notes: Howardbailey.com/139

Rate & Review the Podcast: RetireWithPurpose.com/review

138: Does Gold Belong in a Retirement Portfolio? Jun 12, 2020

Show notes

This week's retirement reading is from Market Watch, titled Does Gold Belong in a Retirement Portfolio? 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/138

Show Notes: Howardbailey.com/138

Rate & Review the Podcast: RetireWithPurpose.com/review

137: Longevity and Purpose with Billionaire Dwayne Clark Jun 08, 2020

Show notes

Today's guest is Dwayne Clark. Dwayne is the founder of Aegis Living, a national leader in senior assisted living and memory care, and the winner of Glassdoor's Top 50 Companies To Work For award. He's also an author, playwright, sculptor, podcaster, and much, much more.

Dwayne lives what I call the Job Optional lifestyle. He continues to do the things he does because he loves doing them - and has built his life to ensure that he gives back to those who helped him along the way. In his newest book, 30 Summers More, he shares bite-sized wisdom and research to help us live our best lives as we move into our senior years.

Today, Dwayne joins the podcast to talk about what it means to give back and create for the greater good, how to escape ruts of boredom, and the actionable steps we can take to live longer, happier, healthier lives.

Show Notes: Howardbailey.com/137

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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