Casey Weade

Retire With Purpose - The Retirement Podcast

Business EN ↓ 574 episodes

Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. Investmen...

Author

Casey Weade

Episodes

349: How 4 Famous Investment Theories Can Impact Your Retirement Portfolio 03.03.2023 22:17

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 Howardbailey.com/349 . Show Notes: Howardbailey.com/349 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of...

348: Is Financial Planning As Good As Couple's Therapy? 24.02.2023 19:50

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 Howardbailey.com/348 . Show Notes: Howardbailey.com/348 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

347: How the Retirement Quotient (RQ) Test Helps Redefine Your Retirement with Robert Laura 20.02.2023 40:27

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 c...

346: Where Do Millionaires Grow Their Wealth? 4 Investment Tips for Retirees 17.02.2023 20:44

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 Howardbailey.com/346 . Show Notes: Howardbailey.com/346 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Week...

345: Busting 9 Retirement Myths 10.02.2023 28:55

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 Howardbailey.com/345 . Show Notes: Howardbailey.com/345 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious am...

344: Investment Planning for Retirees: What Does the Long Term Mean? 03.02.2023 23:41

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 Howardbailey.com/344 . Show Notes: Howardbailey.com/344 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the cop...

343: The Evolution of Money Management with Wall Street Legend, Burton Malkiel 30.01.2023 1:09:56

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 mo...

342: The Art of Spending Money: How to Find Financial Happiness in Retirement 27.01.2023 33:19

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 Howardbailey.com/342 . Show Notes: Howardbailey.com/342 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifti...

341: SECURE Act 2.0: What it Means for Your Retirement Savings 20.01.2023 31:27

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 Howardbailey.com/341 . Show Notes: Howardbailey.com/341 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...

340: 2023 Stock Market Predictions 13.01.2023 19:20

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 Howardbailey.com/340 . Show Notes: Howardbailey.com/340 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...

339: Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey 09.01.2023 57:07

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 t...

338: Tax Saving Strategies: How Rethinking Your RMD Can Reap Big Rewards 06.01.2023 18:42

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 Howardbailey.com/338 . Show Notes: Howardbailey.com/338 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifti...

337: How Taxes Impact Stock Returns and Ways to Maximize Your Money 30.12.2022 23:17

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 Howardbailey.com/337 . Show Notes: Howardbailey.com/337 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...

336: Average vs Actual Rate of Return: What's the Difference? 23.12.2022 20:23

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 Howardbailey.com/336 . Show Notes: Howardbailey.com/336 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading...

335: Unbiased Investment Advice and How to Filter Out Financial Media Noise with Bob French 19.12.2022 57:45

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 Ale...

334: Going Against the Status Quo: 3 Ways to Become a Better Decision Maker 16.12.2022 27:23

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 Howardbailey.com/334 . Show Notes: Howardbailey.com/334 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sif...

333: What's the Yield? This is What You Need to Know About Investment Return 09.12.2022 15:31

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 Howardbailey.com/333 . Show Notes: Howardbailey.com/333 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the cop...

332: Individual Bonds Versus a Bond Fund: Which Belongs in Your Portfolio? 02.12.2022 25:50

This week's retirement reading is from A Wealth of Common Sense titled, Owning Individual Bonds vs. Owning a Bond Fund . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/332 . Show Notes: Howardbailey.com/332 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email...

331: How Demographic Changes Are Impacting the Future for Retirees with Bradley Schurman 28.11.2022 1:02:07

Today, I'm talking to Bradley Schurman. Bradley is the founder and CEO of The Super Age, a global strategic advisory firm that helps people tap into the economic power of "super-agers"–the older populations that will soon outnumber younger people in economies worldwide. In his book The Super Age: Decoding Our Demographic Destiny , he explores how these changing demographics will affect government...

330: Build a Better Retirement: 4 Big Barriers and How to Solve Them 25.11.2022 29:38

This week's retirement reading is from Kiplinger titled, 4 Barriers to Break Down for a Successful Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/330 . Show Notes: Howardbailey.com/330 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting...

329: Money and Happiness: 2 Needs Can Help You Calculate Your "Enough" 18.11.2022 16:30

This week's retirement reading is from Darius Foroux titled, You Have "Enough" Money When You Can Afford 2 Needs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/329 . Show Notes: Howardbailey.com/329 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Siftin...

328: Fixed Indexed Annuities Are Back. Here's What You Should Know. 11.11.2022 27:05

This week's retirement reading is from the Think Advisor blog titled, Why Fixed Indexed Annuities Are Back. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/328 . Show Notes: Howardbailey.com/328 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thro...

327: The Pursuit of the Perfect Portfolio with Steve Foerster 07.11.2022 58:51

My guest today is Steve Foerster. Steve is a Professor of Finance at Ivey Business School and holds a Ph. D. from the Wharton School and a CFA designation. He's won numerous teaching and research awards, including the William F. Sharpe Award, written textbooks, and is a former director and chair of the investment committee of Western's alumni endowment fund. On top of all of that, he's published o...

326: What's the Risk? How to Understand Investment Uncertainty and Upgrade Your Returns 04.11.2022 17:42

This week's retirement reading is from the Permanent Equity writings titled, THERE IS NO MEDIUM RISK. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/326 . Show Notes: Howardbailey.com/326 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through th...

325: A Tale of Two Investors: What You Need to Know About Timing the Market 28.10.2022 19:44

This week's retirement reading is from the Compound Advisors blog titled, How the Worst Market Timer in History Built a Fortune. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/325 . Show Notes: Howardbailey.com/325 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Read...