Casey Weade

Retire With Purpose - The Retirement Podcast

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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

324: Exploring the Past, Present and Future of Finance with Financial Archeologist, Professor William Goetzmann 24.10.2022 55:57

My guest today is Professor William Goetzmann. He's the Professor of Finance and Management Studies at Yale's School of Management, the faculty director of the International Center for Finance, and the director of the SOM Executive MBA in Asset Management. He's also a Research Associate of the National Bureau of Economic Research and has served as the president of the Western Finance Association a...

323: 10 Things in Your Control When it Comes to Investing 21.10.2022 19:52

This week's retirement reading is from The Big Picture blog titled, What Is In Your Control? 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/323 . Show Notes: Howardbailey.com/323 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copio...

322: Bearish to Bullish: 6 Reasons to Be Positive in Today's Economy 14.10.2022 22:29

This week's retirement reading is from The Ramp Report titled, Some Good News. 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/322 . Show Notes: Howardbailey.com/322 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of c...

321: How The RISA® Profile Tool is a Gamechanger for Retirement Income Planning with Alex Murguia 10.10.2022 1:10:04

Today, I'm speaking with Alex Murguia. Alex has worked to turn Dr. Wade Pfau's framework for retirement income planning into a quantifiable retirement income model, and the Retirement Income Style Awareness (RISA) Profile is the result of his hard work. Before creating the RISA® Profile, Alex graduated from George Washington University with a doctorate in Clinical Psychology and served as a resear...

320: Closing the Feedback Loop: 6 Ways to Make Better Investment Decisions 07.10.2022 23:11

This week's retirement reading is from the Behavioural Investment blog titled, Learning to Be a Good Investor is Hard. 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/320 . Show Notes: Howardbailey.com/320 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email!...

319: Solving Your Social Security Decision: Have You Considered These Factors? 30.09.2022 23:22

This week's retirement reading is from the Humble Dollar blog titled, Ten Reasons to Claim. 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/319 . Show Notes: Howardbailey.com/319 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copiou...

318: How to Succeed in the New World of Work with Kerry Hannon 26.09.2022 57:05

Today, I'm talking to Kerry Hannon. Kerry is a senior columnist at Yahoo! Finance and has been writing for decades about women's finance, the changing nature of retirement, and what the workplace will look like in the future. She is a workplace futurist and strategist on career transitions, entrepreneurship, personal finance, and retirement. You've likely seen her writing in the New York Times, Ma...

317: Should You Invest Your Emergency Fund? Understanding the Purpose of Safe Cash 23.09.2022 19:28

This week's retirement reading is from the Best Interest Blog titled, Should You Invest Your Emergency 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/317 . Show Notes: Howardbailey.com/317 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting t...

316: Top Finance Books vs. Academic Research: 3 Ways They Differ 16.09.2022 25:27

This week's retirement reading is from The Atlantic titled, All the Personal-Finance Books Are Wrong. 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/316 . Show Notes: Howardbailey.com/316 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

315: Women in Retirement: Improving Long-Term Financial Security Through Education & Advocacy with Cindy Hounsell 12.09.2022 49:21

In today's conversation, I'm joined by Cindy Hounsell. Cindy is the President of the Women's Institute for a Secure Retirement (WISER), a nonprofit working to help women secure retirement income and educate people about the inequities that disadvantage women when they retire. You may have encountered Cindy's amazing work in a wide variety of publications, including The New York Times , The Wall St...

314: 5 Things to Evaluate for a Tax-Managed Retirement Plan 09.09.2022 24:34

This week's retirement reading is from Advisor Perspectives titled, Five Things to Evaluate in a Tax-Managed Investment Strategy. 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/314 . Show Notes: Howardbailey.com/314 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Rea...

313: Who Are the Best Investors? Five Traits to Build a Perfectly Imperfect Portfolio 02.09.2022 23:25

This week's retirement reading is from The Best Interest blog titled, The Perfectly Imperfect Investor. 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/313 . Show Notes: Howardbailey.com/313 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...

312: Innovating Your Retirement: How to Stay Engaged in Your Second Half of Life with Chris Farrell 29.08.2022 1:03:00

Today, I'm speaking with Chris Farrell. Chris is a leading expert on the subject of working into the years we once called traditional retirement. In his most recent book, Purpose and a Paycheck: Finding Meaning, Money, and Happiness in the Second Half of Life , he debunks the myth that aging populations are a burden on our economy–and demonstrates how "retirees" can create, innovate, and stay enga...

311: Dying with Zero Dollars: Should It Be Part of Your Estate Plan? 26.08.2022 23:41

This week's retirement reading is from Of Dollars and Data titled, Should You Die With Zero? 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/311 . Show Notes: Howardbailey.com/311 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copio...

310: When Should You Sell Stocks? Why a Decision-Making Framework Can Bring You Investment Clarity 19.08.2022 25:13

This week's retirement reading is from Fortunes & Frictions titled, Is It Time To Sell Stocks? 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/310 . Show Notes: Howardbailey.com/310 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the cop...

309: America's National Debt: What it Means for Your Retirement with Former U.S. Comptroller General, David Walker 15.08.2022 54:44

Today, I'm talking to David Walker. David served as Comptroller General of the United States under both Bill Clinton and George W. Bush. Since leaving government in 2008, he has been focused on spreading awareness and talking about the national debt. He was the subject of the film I.O.U.S.A. , named by Roger Ebert as one of the best documentaries of 2008, and is the author of a number of books, in...

308: The Secret to Eliminating Investment Worries: Why it Begins with Meaning and Purpose 12.08.2022 18:02

This week's retirement reading is from the A Teachable Moment blog by Tony Isola titled, Investors Need Some Cosmic Insignificance 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/308 . Show Notes: Howardbailey.com/308 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's W...

307: What is the Risk-Free Rate? 4 Ways to Manage it & Make Better Investment Decisions 05.08.2022 22:53

This week's retirement reading is from Fortunes & Frictions titled, More Hemingway, Less Faulkner. 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/307 . Show Notes: Howardbailey.com/307 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...

306: Sharing Your Wisdom in Your Second Act with Chip Conley 01.08.2022 58:07

Today, I'm talking to Chip Conley. Chip founded Joie de Vivre Hospitality at the age of 26, turned it into the second largest boutique hotel brand in America, and sold the business 24 years later. Soon after, the founders of Airbnb came to him for advice, and he joined them as their Head of Global Hospitality and Strategy before settling into a role as their Strategic Advisor for Hospitality and L...

305: Tax-Loss Harvesting in Down Markets: When You Should & When You Shouldn't 29.07.2022 25:33

This week's retirement reading is from Kitces titled, Why Tax-Loss Harvesting During Down Markets Isn't Always A Good Idea. 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/305 . Show Notes: Howardbailey.com/305 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Em...

304: Calculating Your Retirement Spending Number: A Formula for Pinpointing Income Gaps 22.07.2022 25:28

This week's retirement reading is from Kiplinger titled, An Easy Way to Find How Much You Will Spend in Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/304 . Show Notes: Howardbailey.com/304 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sif...

303: Professor Jeremy Siegel's Advice for Managing Money and Emotions in a Recession 18.07.2022 59:31

Today, I'm speaking with Professor Jeremy Siegel. Jeremy was the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania for many years and now is the Senior Investment Strategy Advisor to WisdomTree. He makes regular appearances to share his expertise on the state of our economy and financial markets. You've likely seen him on CNN and CNBC, or perhaps you've...

302: Bear Markets and Recession Risk: 3 Ways to Get Through Tumultuous Times 15.07.2022 19:25

This week's retirement reading is from A Wealth of Common Sense titled, What's Priced Into 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 Howardbailey.com/302 . Show Notes: Howardbailey.com/302 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting th...

301: Volatility and Wealth Loss: How to Make Sense of Today's Market Headlines 08.07.2022 20:50

This week's retirement reading is from Noahpinion titled, Where does the wealth go when asset prices go down? 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/301 . Show Notes: Howardbailey.com/301 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting t...

300: The Power of Financial Therapy: How to Improve Your Money Management Skills with Bari Tessler 04.07.2022 1:05:26

My guest today is Bari Tessler. Bari is a Financial Therapist and the Founder of The Art of Money. She's a pioneer in the financial therapy field and the author of The Art of Money: A Life-Changing Guide to Financial Happiness. Bari's mission is to merge emotional literacy with financial literacy, to help her clients understand the role money plays in careers, romance, parenting, creativity, spiri...