Business

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:

046: How To Stay Present, Benefit From Past Memories, and Plan For The Future with Laurie Cameron Apr 15, 2019

Show notes

Laurie Cameron is the founder and CEO of Purpose Blue, a mindfulness consultancy that has delivered coaching and leadership training to Fortune 100 companies including Google and Cisco, universities, and other groups all over the world.

She is also the author of The Mindful Day: Practical Ways to Find Focus, Calm, and Joy From Morning to Evening, which is the #3 bestselling book on mindfulness for 2018, and my most gifted book of all time. Lots of people roll their eyes at the idea of mindfulness, but her practices have had a profound impact on my life - and many others' as well.

Today, she joins the podcast to share the story of how she became so focused on mindfulness, how she helps coach her clients as they transition into retirement, and the tools and strategies she uses to stay in the moment and live each day as she wants to live it.

Show notes

Get access to the full show notes, including audio, transcript, and links to all the resources mentioned during the interview. Visit Howardbailey.com/46

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

Disclosure:

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

045: Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers - Weekend Reading Apr 12, 2019

Show notes

This week, Casey Weade discusses an article from Market Watch, titled Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/45

Disclosure:

044: Weekend Reading - What Does Passing on Values to the Next Generation Really Look Like? Apr 05, 2019

Show notes

This week, Casey Weade discusses an article from Advisors Perspectives, titled What Does Passing on Values to the Next Generation Really Look Like? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/43

Disclosure:

043: How To Make The Most of Your Second Act with Dr. Paul Ward Apr 01, 2019

Show notes

Dr. Paul Ward is a leadership and life transitions coach, transformation consultant, purposeful life coach, and hot air balloon pilot. As the principal owner of the Too Young To Retire Organization, he helps people contribute to the world beyond their initial careers to make the most out of their second act - whether that's an encore career, volunteering, becoming healthier, financial management, or traveling the world.

He's also currently in the process of co-authoring the second edition of Too Young To Retire: 101 Ways To Start The Rest Of Your Life. He'll be adding new insights and stories from the last 15 years, expanding significantly on the original ideas about work, health, and aging.

Today, he joins the podcast to share his learnings from his extensive studies on positive aging research, how he walks his coaching clients through the process of envisioning their future and purpose, and shares the secret way that you can travel the world for free in retirement.

Disclosure:

042: Making the Most of a Health Savings Account Once You Turn Age 65 Mar 22, 2019

Show notes

This week, Casey Weade discusses an article from Kiplinger, titled Making the Most of a Health Savings Account Once You Turn Age 65. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/42

Disclosure:

041: How to Live Your Retirement in the Front Row with Jon Vroman Mar 18, 2019

Show notes

Jon Vroman makes moments. As the founder of the Front Row Foundation, he helps individuals facing life-threatening health challenges to take part in a life-changing experience they've always dreamed of. The Foundation has taken people to concerts, sporting events, holiday spectaculars, and more.

In his book The Front Row Factor: Transform Your Life with the Art of Moment Making, he shares stories, science, and strategies to help you cultivate an empowering mindset, create lifelong relationships, and design an environment where you can thrive regardless of life conditions.

Jon is also the creator of Front Row Dads - a brotherhood created for family men with businesses, not businessmen with families.

Today, he joins the podcast to talk about how to make a difference and impact in the world as you approach retirement, why the best time to start something is always yesterday (and the next-best time is right now), and the power of leading by example to pass on powerful lessons to the next generation.

Get Today's Show Notes!

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/41

Disclosure:

040: Weekend Reading - Supercharge Your Lifetime Retirement Benefits Mar 15, 2019

Show notes

This week, Casey Weade discusses an article from Forbes titled Supercharge Your Lifetime Retirement Benefits. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/40

Disclosure:

039: Weekend Reading - Should Retirees Hold on to Equities? Not Necessarily Mar 08, 2019

Show notes

This week, Casey Weade discusses an article from Market Watch, titled Should Retirees Hold on to Equities? Not Necessarily. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/39

Disclosure:

038: Turning Tragedy into Opportunities to Survive and Thrive with Dave Sanderson Mar 04, 2019

Show notes

On January 15, 2009, US Airways Flight 49 crashed into the Hudson River. Known as the Miracle on the Hudson, all 155 people on board survived, making it the most successful crash in aviation history.

Dave Sanderson was one of the last people to get off that plane. In his book, Moments Matter, he teaches the principles that enabled him to survive and stand out as a leader in a moment of panic - and how you can turn potentially tragic moments into opportunities to survive.

Now, as the president of Dave Speaks International, he hosts the Moments Matter Podcast, delivers over 100 speeches a year to corporate clients, and has delivered a well-known Ted Talk. Today, he joins the podcast to share the story of the day that changed his life, how to deal with crisis, and how the extraordinary lessons he's learned tie in to many different facets of retirement.

Get Today's Show Notes!

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/38

Disclosure:

037: Weekend Reading - Teach Your Children Well - Money lessons for the Grandkids Mar 01, 2019

Show notes

This week, Casey Weade discusses an article from AARP, titled Teach Your Children Well - Money lessons for the Grandkids Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/37

Disclosure:

Our TOPPODCAST Picks

Follow Us

Stay Connected

Retire With Purpose – The Retirement Podcast

Related Podcasts

Links

Stay Connected