Podcasts by Category
The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement. Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better. University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 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 www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.
- 434 - 432: Are Buffer ETFs a Good Tool to Reduce Market Risk?
Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?
In this episode, we discuss:
Why buffer ETFs have become so popular How they compare to annuities The benefit of professional managementToday's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/432
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 12 Apr 2024 - 20min - 433 - 431: Key Insights for a Happier and Wealthier You
Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success.
Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/431
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 05 Apr 2024 - 36min - 432 - 430: Living Your Best Life in Retirement with Lux Narayan
Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS.
In our conversation, we discuss his new book Name, Place, Animal, Thing: An Inspiring Fable For Grownups About Hope, Positivity, and Living Your Best Life, in which he weaves a fable for adults about life transitions full of wisdom–especially as it relates to retirement.
You’ll learn why Lux believes in the beauty of being a generalist, what inspired him to write this book, and how it changed his life during a time of great personal and professional uncertainty. You’ll also discover a few things we can do at every stage of life to live a kinder, grounded, and deeper existence.
GET A FREE ACCESS TO LUX’S BOOK TITLED “NAME, PLACE, ANIMAL, THING: AN INSPIRING FABLE FOR GROWNUPS ABOUT HOPE, POSITIVITY, AND LIVING YOUR BEST LIFE”
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple!In this podcast interview, you’ll learn:
Why people who have been laser-focused on one thing for 30, 40, or 50 years have such a hard time in retirement. How Lux’s pursuit of so many different skills has proven valuable and interconnected over the course of his career. New ways to answer the question: “So, what do you do?” Why so many retirees think they’re going to travel far more than they actually do–and the beauty of going near and narrow, rather than far out into the world. The beauty of living a life of curiosity, humility, and empathy.Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/430
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Mon, 01 Apr 2024 - 56min - 431 - 429: Do You Have Good 401(k) Hygiene?
Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts.
In this episode, we discuss:
Four options for your old 401(k) accounts Proper ways to rollover your old 401(k)s The impact of Secure Act 2.0 on orphan 401(k)sToday's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/429
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 29 Mar 2024 - 22min - 430 - 428: Navigating the Transition into Your Second Half of Life
Moving from the first half of life into the second half can be a confusing and rocky experience.
In this episode, we discuss:
The role that “ego” plays in our lives How to find meaning as our identity shifts The importance of mental health and its connection with longevityToday's article comes from Medium titled, Carl Jung: The Second Half of Life. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/428
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 22 Mar 2024 - 36min - 429 - 427: Leveraging Your Experiences During Life Transitions to Build a Better Future
Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way.
Join us as we discuss:
How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitionsToday's article comes from iflow Psychology titled, Navigating Life Transitions: Expert Tips for Optimising Your Journey and Boosting Personal Growth. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/427
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 15 Mar 2024 - 30min - 428 - 426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD
Today, I’m talking to Marc Schulz, PhD. In addition to being a practicing therapist, Dr. Schulz is the Associate Director of the Harvard Study of Adult Development, Director of the Data Science program at Bryn Mawr, and former chair of that school’s psychology and clinical development psychology PhD programs.
In this conversation, we dig into his book that he co-authored, The Good Life: Lessons from the World’s Longest Scientific Study of Happiness. I’ve been following this study for most of my career, we’ve referenced it several times on the podcast and I’m thrilled to get a chance to talk to him about it.
In today’s deep dive into the study of happiness, we get into what he’s learned in the twenty years he’s been involved in this program, how he defines the “good life” and what it truly means to be happy, and why we need relationships of all kinds to thrive in our modern world and enjoy a “good life.”
GET A FREE ACCESS TO MARC’S BOOK TITLED, THE GOOD LIFE: LESSONS FROM THE WORLD’S LONGEST SCIENTIFIC STUDY OF HAPPINESS
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple!In this podcast interview, you’ll learn:
How the Harvard Study of Adult Development changed the way Dr. Schulz shows up in the world and what he does on a daily basis. Why the meaning of happiness has shifted over the last 85 years. What makes humans so bad at knowing what’s good for them and what will make them happy. Why relationships and connectedness are so critical to our long-term well-being. How to get off autopilot and be more intentional in the relationships you care most about. What the WISER model is–and how to use it to address and solve challenges in life.Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/426
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Mon, 11 Mar 2024 - 1h 03min - 427 - 425: Retiring Soon? 9 Retirement Surprises to Consider Today
Retirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study.
Join us as we discuss:
Positive surprises that might provide relief if you’re anxious about retirement Potentially negative surprises that you can get ahead of (or manage your expectations for) nowToday's article comes from The Retirement Manifesto titled, 9 Retirement Surprises. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/425
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 08 Mar 2024 - 34min - 426 - 424: If Stocks Beat Bonds, Why Diversify?
Don’t believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation.
Join us as we discuss:
Balancing risk and return Building a portfolio based on your unique needs Utilizing modern tools that go beyond stocks and bondsToday's article comes from AQR.com titled, Why Not 100% Equities. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/424
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 01 Mar 2024 - 26min - 425 - 423: Reframing the Fears That Could be Holding You Back
Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we’re born, and why it can continue to plague us throughout our lives.
Join us as we discuss:
The role that expectations play in our fears How looking to the future or revisiting the past can reintroduce fear The areas we can control in our present life to help mitigate fearToday's article comes from More To That.com titled, Fear Is a Framing Problem. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/423
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 23 Feb 2024 - 23min - 424 - 422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
Today, I’m talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He’s a contributing author for federal taxation textbooks and has written about our tax system in several journals.
He recently published a white paper called Roth Vs. Traditional Account Contributions and Tax Rate Uncertainty in the Journal of Financial Planning. It’s a fantastic and informative paper, and we wanted to bring David onto the podcast to break his complex argument down into something simpler and allow him to answer your questions.
With that in mind, in this episode, we discuss the difference between different contribution and decumulation strategies with someone who’s implementing them in his own life as we speak, the changing pace of life for new retirees, and how many people use a mix of retirement accounts and tools to avoid costly mistakes in this phase of life.
In this podcast interview, you’ll learn:
Important facts that many advisors don’t understand about Roth IRAs compared to traditional ones. How to understand the government’s role as a “silent partner” in a traditional IRA. How to assess whether a traditional or Roth IRA is right for you based on whether or not overall (or your personal) tax rate is going to go up. Strategies you can use to address potential problems around required minimum distributions (RMDs) with traditional IRAs. Why David is using a mix of traditional and Roth IRAs across his retirement accounts. The reasons why there’s no simple “set and forget” strategy when it comes to retirement account planning.Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/422
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Mon, 19 Feb 2024 - 42min - 423 - 421: What to Consider Before You Hire (or Fire) a Financial Advisor
Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/421
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 16 Feb 2024 - 26min - 422 - 420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
Today's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/420
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 09 Feb 2024 - 36min - 421 - 419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People, or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions You'll Ever Make.
In our conversation, we delved into her book Live Life In Crescendo: Your Most Important Work is Always Ahead of You, which she co-authored with her father Stephen, and was published posthumously as his final book.
We talk about the life lessons Cynthia learned in the Covey household, how to live life with a perennial sense of purpose and play to your strengths, and how having some stress in your life isn't necessarily a bad thing and can actually improve longevity.
GET A FREE ACCESS TO CYNTHIA’S BOOK: LIVE LIFE IN CRESCENDO
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple!In this podcast interview, you’ll learn:
How Stephen Covey truly lived his values–and proved it to Cynthia when he brought her along on a speaking tour. Why people like Jimmy Carter, Nelson Mandela, and Julie Andrews embody what it means to live in crescendo. How to shift your priorities, focus on your strengths, and spend more time doing what you love–especially if you’re rebuilding in the wake of a professional or personal tragedy or loss. The unique value of “eustress" and how good stress helps to stay driven and ambitious even in retirement. Simple ways to make a contribution, even if you don’t want to be a mentor or influencer. Why it took over a decade after her father passed for Cynthia to finish Stephen’s final book–going from inspiration to millions of copies sold.Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/419
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Mon, 05 Feb 2024 - 1h 09min - 420 - 418: Calculating Investment Returns: How You Average Matters
Today's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: RetireWithPurpose.com/418
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 02 Feb 2024 - 18min - 419 - 417: What it Means to Age Well: The Power of a Singular Priority
Today's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money And Life and from A Teachable Moment titled, Years Don't Make You Old. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559.
Show Notes: RetireWithPurpose.com/417
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 26 Jan 2024 - 30min - 418 - 416: Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
Today, I’m talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issue of elder abuse–both physical and psychological–as well as financial exploitation and wrongful deprivation of rights.
She was instrumental in architecting the federal Elder Justice Act. She also founded the DoJ’s Elder Justice Initiative and authored the Elder Justice Roadmap.
In her book, The Measure of Our Age: Navigating Care, Safety, Money, and Meaning Later in Life, she addresses the challenges of aging, how things go wrong, and offers powerful tools we can use to forge better and healthier lives for ourselves, our families, and our communities.
In today’s conversation, MT and I discussed how we can protect our parents and grandparents, what our culture teaches us about aging (and conversely, what aging teaches us), and why it’s a great time to get old–even though our support systems appear to be broken.
GET A FREE ACCESS TO MT CONNOLLY’S BOOK TITLED, THE MEASURE OF OUR AGE: NAVIGATING CARE, SAFETY, MONEY AND MEANING LATER IN LIFE
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple!In this podcast interview, you’ll learn:
Why elder abuse has been a longstanding problem in our society and our world. How we as people underestimate the power of aging and its challenges. What happened as MT fought for the Elder Justice Act, what went wrong, and what she’s optimistic about. Why so many people don’t realize how many resources they need to cover long-term care, to stay in their homes, or get other support they might need. How to evaluate retirement communities and care homes. The common risks of families taking on caregiving. Why old and young people are meant to spend time together and learn from one another. The special challenges facing solo and childless retirees–and the importance of building community. How to protect yourself and your loved ones from financial exploitation.Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559.
Show Notes: RetireWithPurpose.com/416
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Mon, 22 Jan 2024 - 1h 03min - 417 - 415: 7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
What does it look like to build your own life strategy, and why do you really need one? In this episode of the Retire With Purpose Podcast, we’re exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life.
Today's article comes from the Harvard Business Review titled, Use Strategic Thinking to Create the Life You Want. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Also, our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559.
Show Notes: RetireWithPurpose.com/415
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Fri, 19 Jan 2024 - 29min - 416 - 414: Our 2024 Market Predictions
This week's retirement reading is from Of Dollars And Data titled, Will 2024 Be an Up Year for the Stock Market? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/414.
Our Market Outlook Webinar is coming soon! To get a registration link once the webinar is available, please text MARKET to (866) 482-9559.
Show Notes: RetireWithPurpose.com/414
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 12 Jan 2024 - 24min - 415 - 413: Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain
Today, I’m speaking with Krista St-Germain. Krista is a Master Certified Life Coach, grief expert, and host of the Widowed Mom Podcast, where she specializes in helping widows move forward and love their life again.
When her husband was killed by a drunk driver just 3 ½ months after their wedding, her life was flipped upside down. As she worked through her loss, she realized that she can leverage her loss to make her life better and has helped others do the same. Her Moms Go On program has given hundreds of widowed moms the tools they need to create futures they can get excited about.
In today’s conversation, we dig into the biggest reasons people avoid talking about grief, the magic that can be found in post-traumatic growth and how grief doesn’t always work in the 5 stages that we’ve always heard about.
GET A FREE ACCESS TO KRISTA’S ONLINE WIDOW GRIEF COURSE
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word GRIEF to 866-482-9559 and we’ll make sure you get signed up for free. It’s that simple!In this podcast interview, you’ll learn:
Why grief is so much more than just the feeling of bereavement. How traumatic loss gives us the power to redefine our lives, find new meaning, and live more authentically. Why Krista believes that the five stages of grief (DABDA) has become outdated, and what it means to truly and authentically navigate grief and the ways it affects our lives. What Krista would’ve done differently to prepare for traumatic loss. How to rethink our relationship to money as we navigate grief. What–and what not–to say to people who have lost loved ones.Show Notes: RetireWithPurpose.com/413
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 08 Jan 2024 - 55min - 414 - 412: Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New
This week's retirement reading is from Vox titled, It’s Okay to Suck When You Try Something New. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/412.
Show Notes: RetireWithPurpose.com/412
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 05 Jan 2024 - 19min - 413 - 411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
This week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/411.
Show Notes: RetireWithPurpose.com/411
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 29 Dec 2023 - 21min - 412 - 410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York
Today, I’m speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and has helped thousands of clients with their estate and tax planning needs, in addition to businesses and nonprofit entities.
He’s the co-creator of the Entrusted Planning™ process and the co-author of two books, including Entrusted: Building a Legacy That Lasts, and we’ll be diving into his 7 principles of entrusted planning today.
In our conversation, David weighs in on several excellent estate planning questions from our Weekend Reading subscribers on trusts, the difference between legacy and estate planning, and the 3 questions children of any family (especially high net worth families) should know the answers to before you leave your wealth behind and much more!
GET A FREE COPY OF DAVID’S BOOK, ENTRUSTED: BUILDING A LEGACY THAT LASTS
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
How the baby boomer generation is the largest wealth transfer in history going to half as many people, and why most of them are unprepared. David’s definition of estate planning and why it’s more of a life plan and not a death plan. How you can add purpose to your estate planning by creating an opportunity transfer instead of a wealth transfer. Defining the 7 principles of Entrusted Planning™ and how investors can identify them. Three questions that children, especially of high net worth families, should know the answers to before transferring wealth to them. Some words of caution for incorporating generosity, foundations and charitable contributions in your estate plan. David’s thoughts on AI, ChatGPT, online resources, trust accounts and how to use them for various estate planning needs.Show Notes: RetireWithPurpose.com/410
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 25 Dec 2023 - 1h 06min - 411 - 409: Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates?
This week's retirement reading is from Advisor Perspectives titled, Guaranteed Lifetime Income is a Better Solution than Taxable Bonds. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/409.
Show Notes: RetireWithPurpose.com/409
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 22 Dec 2023 - 24min - 410 - 408: Goal-Setting in Retirement: The Power of Creating a “What I Don’t Want” List
This week's retirement reading is from Mr-Stingy.com titled, The “What I Don’t Want” List. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/408.
Show Notes: RetireWithPurpose.com/408
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 15 Dec 2023 - 34min - 409 - 407: A Guide to Better Decision-Making: How to Overcome FOBO, the Fear of Better Options
This week's retirement reading is from the Darius Foroux blog titled, Understanding and Overcoming FOBO (Fear of Better Options). Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/407.
Show Notes: RetireWithPurpose.com/407
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 08 Dec 2023 - 30min - 408 - 406: Discovering The Four Phases of Retirement with Dr. Riley Moynes
Today, I’m talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey–he’s experienced it himself.
His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You’re Retiring. We’re going to dig into what these four phases are, but also how they applied to Riley in his own life.
In our conversation, you’ll learn how he waltzed through phase one, struggled through phase two, tried countless ventures in phase three, and found a new calling in phase four. If you’re trying to identify your unique abilities and create a fulfilling future, this episode is a must-listen!
GET A FREE COPY OF DR. RILEY’S BOOK, THE FOUR PHASES OF RETIREMENT
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
Why the so-called ideal retirement gets boring fast for so many people. What Riley learned by interviewing over 100 retirees about their experiences–and how he created a framework to help others live more impactful lives in retirement. The real reasons so many retirees struggle with depression, marital strife, and ennui. Why giving back and providing service is almost always at the root of finding purpose in retirement. How Riley tried on almost a dozen projects over seven years to reach his “phase four.”Show Notes: RetireWithPurpose.com/406
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 04 Dec 2023 - 58min - 407 - 405: Managing Investment Risk: 4 Financial Factors in Your Control
This week's retirement reading is from Seeking Alpha titled, The Illusion Of Security In Investing. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/405.
Show Notes: RetireWithPurpose.com/405
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 01 Dec 2023 - 20min - 406 - 404: Could Your Retirement Savings Withstand an 8% Withdrawal Rate?
This week's retirement reading is from Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/404.
Show Notes: RetireWithPurpose.com/404
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 24 Nov 2023 - 25min - 405 - 403: The Misery of Money Without Meaning: Preventing Your Net Worth from Dictating Your Self-Worth
This week's retirement reading is from The Root of All blog titled, The Dark Side of Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/403.
Show Notes: RetireWithPurpose.com/403
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 17 Nov 2023 - 31min - 404 - 402: Transforming Your Health and Defying Aging Stereotypes with Joan MacDonald
Today, I’m talking to Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn’t walk up and down stairs, and feared she may suffer from additional health issues in the future.
She enlisted her daughter and fitness trainer, Michelle, to help and achieved astounding results. She joined a transformation group called The Wonder Women, lost 60 pounds, and now works with her daughter to inspire, motivate, and train others to improve their wellness at any age on Instagram, YouTube, and her program, Train with Joan.
Together, they co-authored Flex Your Age, Defy Stereotypes and Reclaim Empowerment.
In our conversation, Joan and I talked about what inspired her to finally make a major lifestyle change, how you can change your beliefs about physical health and aging at any age, and how to integrate simple exercises into your daily routine.
GET A FREE COPY OF JOAN’S BOOK, FLEX YOUR AGE, DEFY STEREOTYPES AND RECLAIM EMPOWERMENT
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
What happened in the “game-changing” first six months of Joan’s fitness transformation–and what her daughter Michelle did to make sure that these changes stuck. How to get over your fears and conquer the barriers stopping you from making big changes. Why strength training doesn’t mean you’re going to look “bulky.” How Joan tracks macronutrients to plan her meals to build muscle and lose fat–and why you don’t need to be perfect at this to achieve amazing results. Why there’s never been a better time than now to get started.Show Notes: RetireWithPurpose.com/402
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 13 Nov 2023 - 29min - 403 - 401: Examining Retirement Risk: How to Mitigate the 8 Forms of Investment Risk
This week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have It. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/401.
Show Notes: RetireWithPurpose.com/401
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 10 Nov 2023 - 25min - 402 - 400: Debunking the Financial Dark Side: 5 Times When “Bad” Money Moves Can be Good
This week's retirement reading is from Mr-Stingy titled, A Bit of a Bad Thing Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/400.
Show Notes: RetireWithPurpose.com/400
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 03 Nov 2023 - 27min - 401 - 399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg
For over 50 years, Nancy Schlossberg has been helping adults grow and navigate life’s big transitions. She’s a former professor of counseling psychology, former president of the National Career Development Association, and currently serves as co-president of Transitions Works, a consulting group.
She was the first woman executive at the American Council of Education, and she established the Office of Women in Higher Education in 1973. She’s also written ten books, including Too Young To Be Old: Love, Learn, Work, and Play as You Age. It’s an accessible, upbeat guide in which she looks at the basic issues of aging – health, finances, and relationships – to give her readers lots to think about as they develop a deliberate plan to age happily. In our conversation, Nancy explains why she doesn’t regret retiring (but regrets how she did it), what it really means to age well, and her unique frameworks for navigating life’s transitions as you approach the next phase of your life.
GET A FREE COPY OF NANCY’S BOOK, TOO YOUNG TO BE OLD
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
How Nancy’s own unhappy retirement led her to explore how older individuals can build meaningful connections and communities. What it means to age with panache. Why a transition can be any event or non-event that changes your life – and Nancy’s 4 S’s (situations, self, support, and strategies) to help you navigate them. Which of Nancy’s retirement paths you’re on (adventurer, continuer, easy glider, searcher, retreater, involved spectator) and why this is all but guaranteed to twist and turn over the course of your life.Show Notes: RetireWithPurpose.com/399
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 30 Oct 2023 - 1h 11min - 400 - 398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker
This week's retirement reading is from Morningstar titled, Clients Suffering From Choice Overload? Here's How to Manage it. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/398.
Show Notes: RetireWithPurpose.com/398
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Fri, 27 Oct 2023 - 22min - 399 - 397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money
This week's retirement reading is from Steve Sanduski's blog titled, 2,500 Years of Thinking About “How Much is Enough?” Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/397.
Show Notes: RetireWithPurpose.com/397
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Fri, 20 Oct 2023 - 33min - 398 - 396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson
Today, I’m talking to a baby boomer who has no intention of “retiring” – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he’s on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life’s journey.
In his book, Replace Retirement: Living Your Legacy in the Exponential Age, he teaches readers to create purposeful, rewarding, and inspired life plans. Filled with success stories and proven tools, he wants you to chart a course for a fuller, richer life today and continue making the world a better place for years to come.
In our conversation, John shares how he teaches others how to achieve their greatest potential, how to prevent your life or career from falling victim to disruptors before it’s too late, and everything you need to craft a legacy map and chart a course for the next phase of your life.
GET A FREE COPY OF JOHN’S BOOK, REPLACE RETIREMENT: LIVING YOUR LEGACY IN THE EXPONENTIAL AGE
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Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
What massive transformational purpose is and how it shows up in our lives. Why John replaced retirement as we know it with intentional living–and how a meeting with Verne Harnish and Peter Diamandis transformed his life. How retirement can turn high achievers into shells of their former selves How to stop floundering and get your focus and momentum back. What it means to truly create and leave a legacy for your family and where so many people go wrong. How to set a vision for your future self by taking small steps, rejecting perfectionism, and doing the little things that make big differences.Show Notes: RetireWithPurpose.com/396
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Mon, 16 Oct 2023 - 1h 04min - 397 - 395: Should You Delay Taking Social Security Benefits?
This week's retirement reading is from Morningstar titled, Should You Delay Taking Social Security Benefits? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/395.
Show Notes: RetireWithPurpose.com/395
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 13 Oct 2023 - 30min - 396 - 394: How to Embrace Generativity and Avoid Stagnation for a Purposeful Retirement
This week's retirement reading is from Very Well Health titled, Generativity vs. Stagnation in Middle Adulthood. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/394.
Show Notes: RetireWithPurpose.com/394
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Fri, 06 Oct 2023 - 24min - 395 - 393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD
Today, I’m speaking with Dr. Chris Heye, CEO and Founder of Whealthcare Solutions and Whealthcare Planning. Chris is an entrepreneur, writer, researcher, and speaker working in the unique intersection of physical, behavioral, mental, and financial health.
His specialty is longevity and cognitive decline risks in retirement, and today’s conversation is all about the conversations you need to have with your financial advisor, your estate planning attorney, and even with yourself in order to prevent elder financial abuse.
In this episode, Chris and I dig into the experiences with dementia that led him to pursue his career path, how cognitive decline directly impacts one’s ability to make sound financial decisions, and when to start making emergency plans to protect yourself, your family, and your legacy.
In this podcast interview, you’ll learn:
Why elders suffering from cognitive decline lose millions of dollars every year. How psychiatrists and other specialists define cognitive decline and the associated conditions–and how this leads to impulsive behavior and overconfidence. Why we’re still so far away from a cure for Alzheimer’s and other forms of dementia. How to put together a team to help take over your financial decision making if and when the time comes–and how to have the important conversations with your family members who don’t want to talk about it. Why it’s never been more important to stay active, maintain meaningful relationships, take on new challenges, and surround yourself with people you love late in life. How Medicare and Medicaid do (and don’t) help with long-term care.Show Notes: RetireWithPurpose.com/393
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Mon, 02 Oct 2023 - 58min - 394 - 392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life
This week's retirement readings are from A Wealth of Common Sense titled, The Evolution of Retirement, and from The Long Run blog titled, Why Do We Retire? Listen in as Casey Weade breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/392.
Show Notes: RetireWithPurpose.com/392
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Sign Up to Casey's Weekend Reading Email!
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
Fri, 29 Sep 2023 - 25min - 393 - 391: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?
This week's retirement reading is from Think Advisor titled, T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/391.
Show Notes: RetireWithPurpose.com/391
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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
Fri, 22 Sep 2023 - 19min - 392 - 390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz
Today, I’m talking to Richard “Jet” Vertz. He’s a retired aviation business executive who spent 40 years in the aerospace business, a U.S. Navy service officer who served in Vietnam, and a teacher at the University of Rhode Island’s Osher Lifelong Learning Institute.
His latest book is Purpose Driven Retirement, in which he shares a process designed to help readers create their Purpose Driven Retirement Bucket List–goals based on hobbies, passions, strengths, limitations, and aspirations to achieve in this far-reaching phase of life.
In our conversation, Jet shares life lessons from growing up in an orphanage in war-torn Korea before being adopted by an American GI at the age of 11, why a life of leisure in retirement isn’t always as fulfilling as we think it’s going to be, and how to chart a new course for the decades to come–no matter what life stage you're in right now.
GET A FREE COPY OF JET’S BOOK, PURPOSE DRIVEN RETIREMENT: GENERATING A PURPOSE DRIVEN BUCKET LIST
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
Why it’s easy to start feeling like a “taker” after the honeymoon of early retirement wears off. How Jet started his first purpose-driven retirement group–and how finding and defining purpose in this stage of life gave him the structure and support he needed. How to do a “purpose checkup” to make sure your life is moving in alignment with what you want–and want to give. The difference between dreams and goals–and how to make the big things you want from life specific and achievable. How (and why) to create a lifeline to tell the story of your life on a graph–and find your passion (and so much more) along the way.Show Notes: RetireWithPurpose.com/390
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Mon, 18 Sep 2023 - 54min - 391 - 389: High Interest Rates: How Could They Impact Your Retirement?
This week's retirement reading is from Mr. Money Mustache titled, What to Do About These High Interest Rates. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/389.
Show Notes: RetireWithPurpose.com/389
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 15 Sep 2023 - 33min - 390 - 388: Retirement Happiness: How to Convert 7 Losses Into Gains
This week's retirement reading is from HumbleDollar titled, What We Lose. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/388.
Show Notes: RetireWithPurpose.com/388
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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
Fri, 08 Sep 2023 - 34min - 389 - 387: Principles for Designing Your Ideal Post-Career Lifestyle with Mike Drak
Today, I’m joined by Mike Drak. Mike’s a 38-year veteran of the financial services industry and an award-winning blogger, retirement coach, and public speaker.
You may have read Mike’s articles and contributions on some of our favorite blogs, such as Booming Encore, HumbleDollar, and MarketWatch. He’s also the author of several books, including Longevity Lifestyle By Design, Victory Lap Retirement, and Retirement Heaven or Hell: 9 Principles for Designing Your Ideal Post-Career Lifestyle.
In our conversation, Mike shares the shocking experience he had after getting laid off from the banking industry at the age of 59, why the ideal retirement isn’t always spent on a cruise ship or a golf course, and how to get strategic as you plan your transition from the working world as you know it into retirement with your identity and passion intact.
GET A FREE COPY OF MIKE’S BOOK, LONGEVITY LIFESTYLE BY DESIGN: REDEFINING WHAT RETIREMENT CAN BE
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
Why not having to work ever again doesn’t always make us happy–and how Mike created his “victory lap” after exiting his main career. How to start planning and creating a lifestyle that will work for you as you approach retiring. What “retirement hell” is, who experiences it, and how to ensure your needs are met to try to avoid it. How a financial advisor can help you avoid retirement shock. How retirees find new peers and new communities, even at advanced ages. What you can do to identify your values and determine exactly what you want from this–and the next–stage of your life.Show Notes: RetireWithPurpose.com/387
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 04 Sep 2023 - 59min - 388 - 386: The Psychology of Wealth Accumulation: What it Means to Feel Rich
This week's retirement reading is from A Wealth of Common Sense titled, You Probably Need Less Money Than You Think For Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/386.
Show Notes: RetireWithPurpose.com/386
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 01 Sep 2023 - 24min - 387 - 385: Exploring the 5 Paradigms of Wealth and How They Create a Fulfilling Retirement
This week's retirement reading is from The Knowledge Toolkit titled, The Five Types of Wealth. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/385.
Show Notes: RetireWithPurpose.com/385
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 25 Aug 2023 - 29min - 386 - 384: Building Strength After 50 For an Active Retirement with Dave Durell
My guest today is Dave Durell. Dave is a fitness coach, blogger, and speaker and has been in the health industry for over 40 years. He has worked as a personal trainer, an NFL strength and training and conditioning coach, and a physical therapist assistant.
We came across Dave’s work at StrengthAfter50.com, where he shares strength training tips, personal training guidance, and the latest research on fitness. He believes not just in staying strong after 50 but staying strong forever–and it all works a little differently at 50 compared to when we were in our 20s and 30s.
In this conversation, Dave and I explore what it means to be fit for life and to be able to live to the fullest. We discuss the benefits of strength training (and why lifting weights isn’t just for young people), what fitness programming looks like over 50, and the benefits of tools and tech toys designed to encourage recovery.
From there, we dig into what a full-body workout for retirees and pre-retirees might look like, how to get started, and the proper diet to support your body’s needs.
GET A FREE COPY OF DAVE’S E-BOOK, NEW RULES OF STRENGTH TRAINING OVER 50 ALONG WITH 4 INSTRUCTIONAL TRAINING VIDEOS
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
Why so many retirees suffer when they have the time and the resources to live, but lack physical ability and mobility. Why even putting 5 pounds of muscle on is a huge deal after the age of 50–and why you don’t have to train like crazy to achieve it. The reason Dave won’t let many of his older clients train more than two days a week. How to avoid getting hurt lifting weights. Why Dave is such a big fan of exercise machines despite their criticisms. The importance of nutrition–and especially protein–in a diet intended to build and keep muscle.Show Notes: RetireWithPurpose.com/384
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 21 Aug 2023 - 1h 01min - 385 - 383: 4 Financial Concerns That Belong on Your "Unlikely to Happen" List
This week's retirement reading is from Morningstar titled, 4 Financial Worries to Cross Off Your List. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/383.
Show Notes: RetireWithPurpose.com/383
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 18 Aug 2023 - 20min - 384 - 382: Social Connections in Retirement: Why They're the Number One Factor for Happiness
This week's retirement reading is from CNBC titled, An 85-year Harvard study on happiness found the No. 1 retirement challenge that ‘no one talks about’. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/382.
Show Notes: RetireWithPurpose.com/382
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 11 Aug 2023 - 21min - 383 - 381: How to Thrive in Retirement and Not Fade Away with Celia Dodd
Today, I’m talking to Celia Dodd. After 30 years of contributing to publications like The Independent, the Times, the Guardian, Country Living, and Good Housekeeping, Celia started writing books about parenting and life transitions.
Celia is the author of All Grown Up: Nurturing Relationships with Adult Children, The Empty Nest, and Conversations with Mothers and Daughters, but today’s conversation is focused on her book Not Fade Away: How to Thrive in Retirement.
In this conversation, Celia and I discuss many topics, including her keys to a successful retirement transition, empty nesting, and the top three challenges every retiree faces. If you’re approaching or in retirement, there’s sure to be something here for you.
GET A FREE COPY OF CELIA’S BOOK, NOT FADE AWAY: HOW TO THRIVE IN RETIREMENT
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
What made Celia’s father’s retirement so sad–and how his depression made successful retirement so near and dear to her heart. How to better navigate the complex emotions that come with leaving the workplace and the regrets that can come with life transitions. The value of slowing down–and even learning to love boredom. Why finding purpose is at the very top of Celia’s retirement checklists. How to transition from being a hands-on to hands-off parent as your children reach adulthood. How to reduce your risk of gray divorce as you enter retirement.Show Notes: RetireWithPurpose.com/381
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 07 Aug 2023 - 59min - 382 - 380: Investment Tradeoffs: Why You Should Know Your Return on Hassle
This week's retirement reading is from Of Dollars and Data titled, The Return on Hassle Spectrum. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/380.
Show Notes: RetireWithPurpose.com/380
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 04 Aug 2023 - 21min - 381 - 379: Top 10 Ways to Grow Wealth in the Markets Ranked by Likelihood of Success
This week's retirement reading is from The Big Picture blog titled, How to Get Rich in the Markets. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/379.
Show Notes: RetireWithPurpose.com/379
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 28 Jul 2023 - 27min - 380 - 378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement
Today’s episode is a little different. I had the pleasure of being on Dr. Jordan Grumet’s Earn & Invest podcast and absolutely loved the content, so I’m sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement.
You might recognize Jordan’s name as he was my guest in May of this year. For those that don’t know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for deep conversations about money and life.
He’s the author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, a full-time author and podcaster, and a regular contributor to Medscape, MarketWatch, and many other outlets.
In this conversation, we covered a wide range of topics, including the story of my own semi-retirement, what it truly means to be job optional, how to unlock your true potential and set yourself up for success before and during retirement.
In this podcast interview, you’ll learn:
What I learned when my son was born with a congenital birth defect and I was forced into semi-retirement for six months. The value of taking sabbaticals well before you retire to start to understand what real retirement feels like. Why the conversations that should be happening with financial planners and retirement coaches don’t happen. How to use data to approach retirement given your unique background and circumstances. Why so many people are working in retirement today compared to the previous generation. Ways to think about and approach long-term care planning. The unique roadblocks likely to affect people planning for retirement in the next 20 years.Show Notes: RetireWithPurpose.com/378
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 24 Jul 2023 - 58min - 379 - 377: When is Cost Irrelevant? Elevate Financial Fulfillment by Pinpointing Your Minimum Price Point
This week's retirement reading is from Mr-Stingy titled, Minimum Size — Big Enough To Matter, Not Too Big That It’s Wasteful. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/377.
Show Notes: RetireWithPurpose.com/377
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 21 Jul 2023 - 21min - 378 - 376: The Psychology of Financial Independence: Why Pinpointing Your Happiness Quotient (HQ) Can Help You Live with Fulfillment
This week's retirement reading is from the Money with Katie blog titled, Investing for Money vs. Investing for Happiness. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/376.
Show Notes: RetireWithPurpose.com/376
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 14 Jul 2023 - 20min - 377 - 375: Food and Fitness After 50 with Christine Rosenbloom, PhD, RDN
Today, I’m talking to Dr. Christine Rosenbloom, PHD, RDN. She has over 40 years of experience in nutrition with specialties in sports nutrition and gerontology. She is Nutrition Professor Emeritus at Georgia State University as well as the President of Chris Rosenbloom Food & Nutrition Services, where she provides nutrition consulting.
In her book, Food and Fitness After 50: Eat Well, Move Well, Be Well, she shares her personal experiences and offers a common-sense approach to help you learn what it takes to control your food choices and fitness strategies as you navigate your 50s, 60s, 70s, and beyond. Brilliantly, she translates the latest science on aging, nutrition, and exercise into simple actionable steps.
In our conversation, Christine shares the story of how she found her purpose by helping older people live healthier lives through better eating and physical activity, the undeniable links between nutrition, mobility, and wellness, and everything you can do to ensure the greatest quality of life for as long as possible.
GET A FREE COPY OF CHRISTINE’S BOOK, FOOD AND FITNESS AFTER 50: EAT WELL, MOVE WELL, BE WELL
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!
In this podcast interview, you’ll learn:
How to start making sense of the overwhelming amount of information about our health (and our finances!) out there. How to build a fitness plan to meet your goals–even if you just want to be able to carry your own suitcases and play golf into your 90s. Why managing sleep, stress, and social connections is so important. Different approaches you can take to manage your well-being before adding another pill to your daily routine. Why the low-fat approach from the 1970s and 80s persists–and why Chris would never recommend it now.Show Notes: RetireWithPurpose.com/375
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Mon, 10 Jul 2023 - 55min - 376 - 374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them
This week's retirement reading is from the Morningstar titled, Are You Making These 5 Common Portfolio Mistakes? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/374.
Show Notes: RetireWithPurpose.com/374
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 07 Jul 2023 - 24min - 375 - 373: Better Investing: Why it Begins with Exploring the History of Financial Advice
This week's retirement reading is from the A Wealth Of Common Sense titled, The Evolution of Financial Advice. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/373.
Show Notes: RetireWithPurpose.com/373
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 30 Jun 2023 - 30min - 374 - 372: Demystifying Financial indicators: 5 False Proxies That Can Deceive Your Money Mindset
This week's retirement reading is from the Best Interest Blog titled, False Proxies That Deceive Your Finances. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/372.
Show Notes: RetireWithPurpose.com/372
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 23 Jun 2023 - 23min - 373 - 371: Examining How Risk Tolerance and Aversion Factors Into Your Retirement Income Plan with Michael Finke, PhD
Today, I’m talking to Dr. Michael Finke, Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at the American College. He’s the Director of the Granum Center for Financial Security, and he’s been my professor a few times throughout my career.
I’ve always been a huge fan of his academic, unbiased approach, and you’ve undoubtedly seen Michael’s work featured here in our Weekend Reading for Retirees email series over the years. He’s published over 50 peer-reviewed articles and is widely quoted in many leading consumer publications.
In 2021, he co-authored a research paper titled, Guaranteed Income: A License to Spend with David Blanchett, a previous guest of the show, and also co-hosts the Wealth, Managed podcast with David as well. He’s been a tremendous resource to me and many others, and I’m thrilled to talk to him today.
In our conversation, Michael and I talk about how our eating and investing habits are so intertwined, how to find true happiness and your purpose in retirement, and how risk factors into your income planning, regardless of your risk tolerance.
In this podcast interview, you’ll learn:
How Michael’s first career as a food consumption researcher influenced his economic perspective–and the correlation between healthy eating and investing. Why our society gets so distracted by outliers in economics and politics. How risk aversion influences everything we do in investing and retirement. Why annuities are being used more and more for wealth accumulation instead of lifetime income–and how this is changing the perception of annuities. Why so many people can’t stand to see the numbers in their bank accounts get smaller in retirement–even if they’re overfunded.Show Notes: RetireWithPurpose.com/371
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 19 Jun 2023 - 1h 04min - 372 - 370: 3 Strategies to Help Retirees Spend More
This week's retirement reading is from Think Advisor titled, 3 Techniques to Help Retirees Spend More (Yes, More!). Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/370.
Show Notes: RetireWithPurpose.com/370
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 16 Jun 2023 - 21min - 371 - 369: Down & Sideways Markets Why They're Bullish
This week's retirement reading is from Of Dollars And Data titled, Why Down & Sideways Markets are Bullish. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/369.
Show Notes: RetireWithPurpose.com/369
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 09 Jun 2023 - 20min - 370 - 368: Healthy Aging: Keys to Longevity and Happiness in Your Third Age with Dawn Carr, PhD
My guest today is Dr. Dawn Carr. Dawn is the Associate Professor of Sociology and Director of the Claude Pepper Center in the College of Social Sciences and Public Policy at Florida State University and a former researcher at the Stanford Center of Longevity.
She is the co-author of the book, Gerontology in the Era of the Third Age: Implications and Next Steps, where she outlines the key factors that bolster older adults’ ability to remain healthy and active for as long as possible. She digs into the complex connections between health and active engagement later in life, focusing on the benefits of paid work, volunteering, and caregiving–and how staying active helps us maintain our cognitive, psychological, and functional well-being.
In our conversation, Dawn shares how losing her mother and grandmother within a month of each other changed her life, how people’s lives can truly transform for the better during the third age, and three things you can do right now to live a longer, happier life.
In this podcast interview, you’ll learn:
What Dawn learned studying the science of aging by working with very sick older adults. What the “third age” is–and why it’s so critical that we make the most of it. How to focus on inner connection, get vulnerable, and dig into what truly matters most to you in life. Why working part-time (or volunteering) has so many of the protective health benefits of full-time work without the same level of commitment. Why nations like Japan experience some of the best longevity in the world–and how we can apply those lessons to our own life.Show Notes: RetireWithPurpose.com/368
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 05 Jun 2023 - 57min - 369 - 367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65
This week's retirement reading is from Forbes titled, 8 Things You Need To Know About Taxes Once You Reach Age 65. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/367.
Show Notes: RetireWithPurpose.com/367
Rate & Review the Podcast: RetireWithPurpose.com/review
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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
Fri, 02 Jun 2023 - 24min - 368 - 366: Does the Stock Market Always Bounce Back? Why U.S. Investors Underestimate Risk
This week's retirement reading is from Advisor Perspectives titled, Do U.S. Investors Underestimate Risk?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/366.
Show Notes: RetireWithPurpose.com/366
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 26 May 2023 - 16min - 367 - 365: Debt Ceiling Debate: How Will the Markets Fare?
This week's retirement reading is from FAmag.com titled, Who's Not Sweating The Debt Ceiling? The Markets. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/365.
Show Notes: RetireWithPurpose.com/365
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 19 May 2023 - 13min - 366 - 364: Valuable Lessons of Teamwork, Leadership and Legacy from 4x Super Bowl Champion, Rocky Bleier
Today, I’m talking to former Pittsburgh Steelers running back Robert “Rocky” Bleier. Rocky is a 4x Super Bowl champion, the Bronze Star Medal and Purple Heart recipient, and the author of Fighting Back: The Rocky Bleier Story and Don’t Fumble Your Retirement.
Rocky has made a massive impact on people’s lives as a parent, grandparent, serviceman, and Pittsburgh Steeler–and it was an honor to talk to him today in anticipation of his upcoming speech at his alma mater, Notre Dame.
In our conversation, we get into the big lessons Rocky learned about teamwork and leadership from his college football days at Notre Dame, how his experience in the army translated to his life in the NFL, and how we build a legacy through our actions–and what we teach–for future generations.
GET A FREE COPY OF ROCKY’S BOOK, FIGHTING BACK: THE ROCKY BLEIER STORY
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
How the fundamentals for successful football teams translate into fundamentals for success in life. Why it’s so important to take care of the basics–both financially, and in who you are. Rocky’s story of being drafted in the NFL by the Pittsburgh Steelers and then by the US Army in his first NFL season and how he handled it. How Rocky survived getting cut after coming back from Vietnam too weak to play football, transformed his mind and body, and broke into his team’s starting lineup. Taking care of the basics and laying a solid foundation will make the challenges in life (and business) easier.Show Notes: RetireWithPurpose.com/364
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 15 May 2023 - 54min - 365 - 363: Myths About the Traditional and Roth 401(k)/IRA - Part 2
This week's retirement reading is part 2 of our discussion on the post from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/363.
Show Notes: RetireWithPurpose.com/363
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 12 May 2023 - 23min - 364 - 362: Myths About the Traditional and Roth 401(k)/IRA - Part 1
This week's retirement reading is from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/362.
Show Notes: RetireWithPurpose.com/362
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 05 May 2023 - 28min - 363 - 361: Advice on Financial Independence, Building Wealth and Living Regret-Free from Hospice Doctor, Jordan Grumet, MD
Today, I’m talking to Dr. Jordan Grumet. Jordan is an associate medical director at JourneyCare Hospice, a financial blogger turned host of the award-winning Earn & Invest Podcast, and the author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.
In his book, he shares what the end of life can teach us about the secret to financial independence and how to make every moment count. People have so many questions about money, whether it’s better to save for the future or enjoy what we have earned today, and we’ll discuss some of those age-old questions on today’s podcast.
In our conversation, we dig into how death has informed his unique perspective in finance, why the questions so many people ask at the end of their lives are the ones you should be asking right now, and the tactics and strategies you can use to be more intentional about both your money and your time.
GET A FREE COPY OF JORDAN’S BOOK, TAKING STOCK: A HOSPICE DOCTOR’S ADVICE ON FINANCIAL INDEPENDENCE, BUILDING WEALTH, AND LIVING A REGRET-FREE LIFE
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
How losing his father at the age of seven informed Jordan’s perspective on finance. What Jordan learned from talking to hospice patients about their successes, failures, and what they still aimed to accomplish with the life they had left. Why Jordan doesn’t believe in the YOLO mindset–but has become a lot less anti-YOLO through his work. Why net worth almost never comes up when talking to people who have a limited amount time left–and how this shows us what really matters. How to create a fixed-time schedule that frees you up to focus more on what matters most to you. Why Jordan thinks people who embrace the FIRE movement have the same problems as those who save for 30 years, then can’t spend. Who to talk to when you need to make end-of-life choices.Show Notes: RetireWithPurpose.com/361
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 01 May 2023 - 1h 11min - 362 - 360: Retirement Risk Planning: Cover the Average Case, Look Out for the Extreme Case
This week's retirement reading is from MrStingy.com titled, Cover The Average Case, Look Out For The Extreme Case. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/360.
Show Notes: RetireWithPurpose.com/360
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 28 Apr 2023 - 20min - 361 - 359: Would You Rather Outperform During Bull Markets or Bear Markets?
This week's retirement reading is from A Wealth Of Common Sense titled, Would You Rather Outperform During Bull Markets or Bear Markets?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/359.
Show Notes: RetireWithPurpose.com/359
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 21 Apr 2023 - 21min - 360 - 358: 6 Unconventional Luxury “Goods” You Can Leverage with Financial Independence
This week's retirement reading is from Morningstar titled, Real Luxury Goods Don’t Have Brand Names. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/358.
Show Notes: RetireWithPurpose.com/358
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 14 Apr 2023 - 24min - 359 - 357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw
Today, I’m talking to Dr. Sarah Fallaw. Sarah is the founder and president of DataPoints, where she provides her clients with technologically enabled financial psychology tools to enhance wealth building.
If you’ve been following the podcast, you’ve likely seen Sarah’s writing and research in our Weekend Reading for Retirees series. Her work has been featured in the Journal of Financial Planning, Financial Planning Review, and Industrial and Organizational Psychology.
In her book, The Next Millionaire Next Door, she updates her father’s classic text (and one of my dad’s favorite books) to answer the question: what does it take to be the Millionaire Next Door today?
In our conversation, Sarah shares the biggest lessons she took away from her father, Dr. Thomas J. Stanley. We explore the traits that set people up to succeed in life and business, what it means to be wealthy in this modern era, and the common behaviors we see in clients of all ages when making effective financial decisions.
GET A FREE COPY OF SARAH’S BOOK, THE NEXT MILLIONAIRE NEXT DOOR
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
Why there’s a difference between being rich and well-off. How social media–and watching people drive, buy, and wear things–may have a huge impact on the next generation of savers. Why successful investing behaviors can be learned and improved–and how to do it. The difference between behavioral finance and financial psychology. Sarah’s advice for the millionaire next door who has more than they need, but struggles to enjoy what they’ve worked so hard for in retirement.Show Notes: RetireWithPurpose.com/357
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 10 Apr 2023 - 44min - 358 - 356: Retirement Income Planning: 7 Sources to Build and Maintain Wealth
This week's retirement reading is from Of Dollars and Data titled, The 7 Streams of Income to Get Rich. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/356.
Show Notes: RetireWithPurpose.com/356
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 07 Apr 2023 - 21min - 357 - 355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement
This week's retirement reading is from Advisor Perspectives titled, How to Get Clients to Spend More Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/355.
Show Notes: RetireWithPurpose.com/355
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 31 Mar 2023 - 25min - 356 - 354: Bank Failures: This is How They Can Impact Your Retirement Investments
This week's episode is all about bank failures with what has happened in Silicon Valley and how those failures can impact your investments. Listen in as Casey Weade shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/354.
Show Notes: RetireWithPurpose.com/354
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 24 Mar 2023 - 22min - 355 - 353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez
Today, I’m talking to Steve Lopez. Steve has been a writer for the Los Angeles Times since 2001 and a four-time Pulitzer Prize finalist. He’s won over a dozen national journalism awards and three local news Emmys, and he’s written three novels, including The Soloist, which was adapted into one of my favorite movies.
In Steve’s new book, Independence Day: What I Learned About Retirement from Some Who’ve Done It and Some Who Never Will, he explores the meaning of work and how it defines us in a combination of memoirs, interviews, and guidance.
The book features conversations with a wide variety of people, including some who chose not to retire (like director Mel Brooks) and those who simply can’t retire, as well as aging scientists, geriatric specialists, and psychiatrists.
In today’s conversation, Steve and I talk about what it means to live with purpose and passion, how to tell which of the five categories of retirees that you fall into, and the big financial trends we should all be thinking about as the world around us changes.
GET A FREE COPY OF STEVE’S BOOK, INDEPENDENCE DAY: WHAT I LEARNED ABOUT RETIREMENT FROM SOME WHO’VE DONE IT AND SOME WHO NEVER WILL
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
Why retirement isn’t necessarily about recreating your identity, but bringing a sense of identity with you into your next act. What Steve learned from retirees who didn’t have enough structure when their primary careers ended–and from guys like Mel Brooks and Norman Lear, who are happily working in their 90s and 100s. How boomers entering retirement with medical debt, climate change, and other factors are going to impact life for all of us, regardless of age. What happened when Steve told his wife that working from home during COVID was a preview of retirement–and how they resolved the conflict that came from it. What it truly means to go where life is and do what replenishes you.Show Notes: RetireWithPurpose.com/353
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 20 Mar 2023 - 56min - 354 - 352: 8 Retirement Worries: How Today’s News Headlines Impact Your Financial Plan
This week's retirement reading is from FAmag.com titled, What Clients Worry About. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/352.
Show Notes: RetireWithPurpose.com/352
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 17 Mar 2023 - 25min - 353 - 351: How to Create a Fulfilling Retirement with Experience Points and Memory Dividends
This week's retirement reading is from The Long Run blog titled, Would You Trade Places with Warren Buffett? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/351.
Show Notes: RetireWithPurpose.com/351
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 10 Mar 2023 - 20min - 352 - 350: Maximizing Your Social Security Benefit and Retirement Risks in the 2020s with Bob Carlson
Today, I’m talking to Bob Carlson–America’s #1 retirement expert. Bob is the editor of Retirement Watch, a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System.
He’s written several highly influential books, including The Essential Guide to Retiring in the 2020s, and Where’s My Money?: Secrets to Getting the Most Out Of Your Social Security.
In this conversation, Bob and I get into the risk factors that can potentially derail your retirement at the last minute, the obstacles making retiring in the 2020s more challenging than they were in the early 2000s, and what you can do to minimize money stress and have a successful retirement.
We then set aside quite a bit of time to answer your burning questions about Social Security, including how to maximize your lifetime benefits, manage longevity risks, and how to plan for a future in which Social Security itself is set to run out of money in 2033.
GET A FREE COPY OF BOB’S BOOK, THE ESSENTIAL GUIDE TO RETIRING IN THE 2020s or WHERE’S MY MONEY?: SECRETS TO GETTING THE MOST OUT OF YOUR SOCIAL SECURITY.
Here's all you have to do...
● Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. ● Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!
In this podcast interview, you’ll learn:
How to find good financial advice–and sniff out writers who don’t have real expertise. What makes the 5 years before you retire so critical. Why retirement planning is getting more and more complicated every decade. How to avoid having to choose between spending less early into retirement or risking running out of money later on. Resources and tools you can use to get a better sense of your unique financial situation.Show Notes: RetireWithPurpose.com/350
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 06 Mar 2023 - 57min - 351 - 349: How 4 Famous Investment Theories Can Impact Your Retirement Portfolio
This week's retirement reading is from Humble Dollar titled, Helpful in Theory. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/349.
Show Notes: RetireWithPurpose.com/349
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 03 Mar 2023 - 22min - 350 - 348: Is Financial Planning As Good As Couple’s Therapy?
This week's retirement reading is from Forbes titled, Is Financial Planning As Good As Couples Therapy? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/348.
Show Notes: RetireWithPurpose.com/348
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 24 Feb 2023 - 19min - 349 - 347: How the Retirement Quotient (RQ) Test Helps Redefine Your Retirement with Robert Laura
Today, I’m thrilled to welcome Robert Laura back to the podcast. Back in 2020, we had a great conversation about the ways COVID was impacting retirement. Now, we’re shifting gears from a “No-Regrets Retirement Plan” mindset to redefining retirement and improving our retirement intelligence.
Robert is the founder of RetirementProject.org and Naked Retirement. As the Retirement Activist, Robert is committed to changing the way people think about and prepare for every aspect of retirement. In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. His tremendous work also frequently appears in the Wall Street Journal, CNBC, Investor’s Business Daily, The Street, and many other publications.
In this episode, we dig into Robert’s Retirement Quotient (RQ) test and what he’s learned throughout his career, studying why some people succeed and some fail in retirement from an individual–not a financial–perspective.
You’ll also learn why so many people underestimate just how intense retirement can be, why retirement is all about envisioning the life you want, and removing the negative stigma that the idea of retirement means happiness is over or that you’re put out to pasture.
GET A FREE ACCESS TO ROBERT’S RQ TEST AND JOIN A GREAT DISCUSSION.
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 with your username to info@howardbailey.com, and we’ll provide that to you free of charge!
In this podcast interview, you’ll learn:
How to use the RQ test to assess your retirement readiness. Why so many retirees suffer in silence despite being financially stable. Why the “honeymoon phase” of retirement can be such a dangerous time. How to create a retirement plan when you don’t really want to retire. How retirement reorients work, helps us find new communities, and forge new connections in the outside world.Show Notes: RetireWithPurpose.com/347
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 20 Feb 2023 - 40min - 348 - 346: Where Do Millionaires Grow Their Wealth? 4 Investment Tips for Retirees
This week's retirement reading is from the Of Dollars and Data titled, Where Do Millionaires Keep Their Money? [It’s Not Where You Think] Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/346.
Show Notes: RetireWithPurpose.com/346
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 17 Feb 2023 - 20min - 347 - 345: Busting 9 Retirement Myths
This week's retirement reading is from the Humble Dollar titled, Nine Retirement Myths. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/345.
Show Notes: RetireWithPurpose.com/345
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 10 Feb 2023 - 28min - 346 - 344: Investment Planning for Retirees: What Does the Long Term Mean?
This week's retirement reading is from Retirement Researcher titled, How Long is the Long Term? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/344.
Show Notes: RetireWithPurpose.com/344
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 03 Feb 2023 - 23min - 345 - 343: The Evolution of Money Management with Wall Street Legend, Burton Malkiel
Today, I'm thrilled to be speaking with Burt Malkiel. You probably know him as the author of A Random Walk Down Wall Street, originally published 50 years ago and is now in its 13th edition. In the book, he made a compelling case to make index funds the core component of one's investment portfolio. Keep in mind that index funds weren’t publicly available at that time.
Having written one of the most influential books in the history of investing is an extraordinary achievement. And Burt's accomplishments are many, including several lifetime achievement awards from professional investment organizations.
Burt is the Chemical Bank Chairman's Professor of Economics at Princeton University. He has also served as a member of the Council of Economic Advisers, president of the American Finance Association, the dean of the Yale School of Management, and spent 28 years as a director at the Vanguard Group.
It was such an honor to have Burt on the show, and I'm so excited to share our conversation with you. You'll hear how he got to where he is today, from his humble beginnings as a poor kid in a Boston tenement house to his published work that transformed investing forever. He'll also share his thoughts on how today's inflation compares to the 1970s, the challenges we face to get it under control, and so much more!
GET A FREE COPY OF BURT’S BOOK, A RANDOM WALK DOWN WALL STREET.
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!In this podcast interview, you’ll learn:
Why Burt believes education is so important–even though neither he nor I ever woke up excited to go to school. Why Albert Einstein called compound interest “the eighth wonder of the world.” How A Random Walk Down Wall Street slowly but surely changed investing as we know it today. What makes financial planning for growth and planning for preservation so drastically different. How to invest in individual stocks and make bets on businesses you believe in without putting your money at risk. How Burt structured his portfolio to generate safe, reliable fixed income once he needed to start taking RMDs. How high net worth individuals often get into financial trouble. How Burt thinks our current era of inflation compares to the stagflation of the 1970s–and why he’s pessimistic about our ability to get inflation under control.Show Notes: RetireWithPurpose.com/343
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 30 Jan 2023 - 1h 09min - 344 - 342: The Art of Spending Money: How to Find Financial Happiness in Retirement
This week's retirement reading is from The Collaborative Fund Blog titled, The Art and Science of Spending Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/342.
Show Notes: RetireWithPurpose.com/342
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 27 Jan 2023 - 33min - 343 - 341: SECURE Act 2.0: What it Means for Your Retirement Savings
This week's retirement reading is from Eversheds Sutherland titled, SECURE 2.0 in 2023 and beyond. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/341.
Show Notes: RetireWithPurpose.com/341
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 20 Jan 2023 - 31min - 342 - 340: 2023 Stock Market Predictions
This week's retirement reading is from the Fortunes and Frictions Blog titled, My 2023 Predictions. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/340.
Show Notes: RetireWithPurpose.com/340
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 13 Jan 2023 - 19min - 341 - 339: Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey
Today, I'm thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement.
In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they're most likely to face in the next chapter of their lives. Tackling issues such as boredom, uncertainty, and drifting by helping them craft specific strategies to tackle these problems head-on.
In today's episode, we dig into what Joe's learned from working with people from all walks of life. We talk about the difference between left-brain financial planning and right-brain life planning and why so many advisors end up having to unwind what should have been "perfect" retirement plans.
We'll also talk about how to cast off pre-retirement mindsets that won't serve you once you've transitioned out of your primary career and much more!
GET A FREE COPY OF JOE’S BOOK, WIN THE RETIREMENT GAME: HOW TO OUTSMART THE 9 FORCES TRYING TO STEAL YOUR JOY
Here's all you have to do...
Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!PS: If you’d like a free copy of Joe’s book, all you need to do is leave us an honest review over on Apple Podcasts, then send your email and your username to info@howardbailey.com, and we’ll get it out to you!
In this podcast interview, you’ll learn:
Why Joe sees retirement as a game–and why most retirees don’t actually want to kick back, relax, and withdraw. Why so many people find themselves in a state of shock or identity crisis when they retire–and how “soft” conversations about retirement make this transition less uncomfortable. How boredom paralyzes, scares, and frustrates us as we approach retirement–and what happens when we discover newfound passions. What to do in the meantime as you wait for an opportunity to recharge your energy or artistic juices between career and retirement. How to get retirees out of the habit of consuming 40+ hours a week of television. Why retirement communities are rarely diverse and don’t always encourage us to be at our best. How to make a concrete list of your killjoys and start working through them.Show Notes: RetireWithPurpose.com/339
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 09 Jan 2023 - 57min - 340 - 338: Tax Saving Strategies: How Rethinking Your RMD Can Reap Big Rewards
This week's retirement reading is from the Think Advisor Blog titled, Why Advisors Should Rethink the ‘M’ in RMD. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/338.
Show Notes: RetireWithPurpose.com/338
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 06 Jan 2023 - 18min - 339 - 337: How Taxes Impact Stock Returns and Ways to Maximize Your Money
This week's retirement reading is from the Best Interest Blog titled, How Do Taxes Affect Stock Returns? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/337.
Show Notes: RetireWithPurpose.com/337
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 30 Dec 2022 - 23min - 338 - 336: Average vs Actual Rate of Return: What's the Difference?
This week's retirement reading is from Kiplinger post titled, What’s the Difference Between Average and Actual Rate of Return? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/336.
Show Notes: RetireWithPurpose.com/336
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 23 Dec 2022 - 20min - 337 - 335: Unbiased Investment Advice and How to Filter Out Financial Media Noise with Bob French
Today, I'm talking to Bob French–one of the leading lights in the world of retirement research. Bob is the Director of Investment Analysis at McLean Asset Management, where he works directly with clients to help them understand how their investments fit in a broader picture.
Bob joined the team at Retirement Researcher, where he works with a couple of our favorite podcast guests, Wade Pfau and Alex Murguia. This 3-man team collaborates to deliver some of the best, unbiased insights and knowledge available today. His work in the field of retirement truly serves his readers and takes a genuinely academic approach that helps investors to reach their retirement goals.
In my conversation with Bob, we get into what a true retirement plan really looks like and why the types of investments matter a lot less than we think they do. We'll also discuss how you can cut through the noise from financial media outlets so you can build a retirement income plan with confidence and peace of mind, even in today's investing environment and much more!
In this podcast interview, you’ll learn:
Why retirement planning and investment planning are not the same thing. How Bob answers client questions about portfolio performance. Why the woeful state of financial media is Bob’s biggest frustration with the industry. When to use buffer assets, reserve strategies, working capital strategies, and other financial tools as part of your retirement planning. How Bob and his family manage their finances and stay on the same page despite having opposite philosophies about money.Show Notes: RetireWithPurpose.com/335
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Mon, 19 Dec 2022 - 57min - 336 - 334: Going Against the Status Quo: 3 Ways to Become a Better Decision Maker
This week's retirement reading is from Ness Labs titled, The default effect: why we renounce our ability to choose. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/334.
Show Notes: RetireWithPurpose.com/334
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 16 Dec 2022 - 27min - 335 - 333: What’s the Yield? This is What You Need to Know About Investment Return
This week's retirement reading is from Fortunes & Frictions post titled, Yield is for Farmers. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/333.
Show Notes: RetireWithPurpose.com/333
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Fri, 09 Dec 2022 - 15min
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