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

Category

Business

Podcast website

retirewithpurpose.com

Latest episode

Jul 10, 2026

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Episodes

299: You Need to Avoid These 5 Retirement Planning Mishaps. Here's How 01.07.2022

This week's retirement reading is from Kiplinger titled, The 5 Biggest Regrets People Have About 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/299 .  Show Notes: Howardbailey.com/299 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting th...

298: Bear Markets and Your Emotions: How Retirees Should Handle Today's Volatility 24.06.2022

This week's retirement reading is from Compound Advisors titled, The Greatest Paradox in Markets . 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/298 .  Show Notes: Howardbailey.com/298 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the c...

297: Retirement Living: How to Find Your Happy Place with Ryan Frederick 20.06.2022

Today, I'm talking to Ryan Frederick. He's the founder of SmartLiving 360, where he helps people answer the tough questions that come with living in an age where everyone is living longer. He believes that while retirees can thrive, their lifestyle choices will have more impact than ever before on just how healthy and satisfying their retirement will be. Ryan has been focused on the challenges fac...

296: 3 Economic Factors That Can Impact Your Retirement Income Plan 17.06.2022

This week's retirement reading is from Kitces titled, How To Use Economic Context In Retirement Income Decision-Making . 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/296 .  Show Notes: Howardbailey.com/296 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email!...

295: Ego is the Enemy: How to Manage Bias and Investment Risk with a Financial Plan 10.06.2022

This week's retirement reading is from The Belle Curve titled, Get Even-itis . 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/295 .  Show Notes: Howardbailey.com/295 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of con...

294: Case Study: Discovering the Power of Purpose with Richard Leider and Yvette Francino 06.06.2022

Just a few short weeks ago, on the Retire with Purpose podcast, I spoke to author and Master Career Counselor Richard Leider. If you missed our first conversation, you can check it out here . In that episode, we talked about the Napkin Test: a powerful tool that Richard created to help people clarify their purpose and find fulfillment in their personal and professional lives. After our interview,...

293: 8 Misconceptions for Measuring Your Investment Risk 03.06.2022

This week's retirement reading is from Advisor Perspectives titled, Why Volatility is the Wrong Measure of Investment 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/293 .  Show Notes: Howardbailey.com/293 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Em...

292: Amid Market Volatility, Here's What You Should Bear in Mind 27.05.2022

This week's retirement reading is from Creative Planning titled, Markets In Turmoil . 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/292 .  Show Notes: Howardbailey.com/292 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount...

291: The Art of Purposeful Aging with Richard Leider 23.05.2022

Today, I'm talking to Richard Leider. For over 40 years, Richard has been a Nationally Certified Master Career Counselor at Inventure – The Purpose Company. Richard has been studying purpose (and the purpose of movement) for decades. He's led expeditions around the world, climbed Kilimanjaro, and shared his insights in a powerful TEDx talk. He's also the author of 11 books, including three bestsel...

290: Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips 20.05.2022

This week's retirement reading is from Barron's titled, Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips . 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/290 .  Show Notes: Howardbailey.com/290 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Em...

289: The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients 13.05.2022

This week's retirement reading is from Kitces titled, The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients. 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/289 .  Show Notes: Howardbailey.com/289 Rate & Review the Podcast: RetireWithPurpose.com/review Sign...

288: How to Seek Out Unbiased Financial Advice with Jeff Levine 09.05.2022

Today, I'm talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd's Eye View blog, and a regular contributor to ThinkAdvisor. He's also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to industry professionals. Jeff is a thought leader in the...

287: Why Is The Market Going Down? 06.05.2022

This week's retirement reading is from Financial Advisor Magazine titled, Why Is The Market Going 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/287 .  Show Notes: Howardbailey.com/287 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

286: Is It Really Better To Control Our Emotions? 29.04.2022

This week's retirement reading is from Financial Advisor Magazine titled, Is It Really Better To Control Our Emotions?  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/286 .  Show Notes: Howardbailey.com/286 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email!...

285: The Path to a Purposeful 'Unretirement' with Richard Eisenberg 25.04.2022

Today I'm talking to Richard Eisenberg. Richard started his career as a finance writer at Money back in 1978 and has been writing about personal finance, money, and retirement for decades. He recently left his post as the Senior Web Editor of the Money & Security and Work & Purpose channels for Next Avenue. However, in what he calls his "unretirement," he's started writing a new column for MarketW...

284: For Real Financial Security, Do NOT Do What Everyone Else Is Doing 22.04.2022

This week's retirement reading is from Kiplinger titled, For Real Financial Security, Do NOT Do What Everyone Else Is Doing  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/284 .  Show Notes: Howardbailey.com/284 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Em...

283: The Yield Curve Just Inverted…Now What? 15.04.2022

This week's retirement reading is from Of Dollars And Data titled, The Yield Curve Just Inverted…Now What?  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/283 .  Show Notes: Howardbailey.com/283 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thro...

282: A New Theory on What Causes Inflation with Economist John Cochrane 11.04.2022

Today, I'm talking to John Cochrane. John is an economist and the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution. He's a former Professor of Finance at the University of Chicago Booth School of Business and the Department of Economics, and the author of the Grumpy Economist blog. John's work is focused on monetary policy and the fiscal theory of the price level, and he's writ...

281: Stop Trying To Optimize Your Retirement Plan 08.04.2022

This week's retirement reading is from Forbes titled, Stop Trying To Optimize Your Retirement Plan.  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/281 .  Show Notes: Howardbailey.com/281 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...

280: Interest Rates Are Getting Weird 01.04.2022

This week's retirement reading is from A Wealth of Common Sense titled, Interest Rates Are Getting Weird.  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/280 .  Show Notes: Howardbailey.com/280 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throu...

279: Rejecting Ageism with Ashton Applewhite 28.03.2022

Today, I'm talking to Ashton Applewhite. Ashton is an author, journalist, speaker, and activist who is on a mission to raise awareness and push back against ageism. She is the author of This Chair Rocks: A Manifesto Against Ageism and Cutting Loose: Why Women Who End Their Marriages Do So Well . Her work was inspired by a project in which she interviewed older people in the workforce, learning abo...

278: Why Most Financial Advisors Do Not Provide Valuable Tax Planning 25.03.2022

This week's retirement reading is from Forbes titled, Why Most Financial Advisors Do Not Provide Valuable Tax Planning.  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/278 .  Show Notes: Howardbailey.com/278 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email!...

277: Why Critics of Bucketing Strategies are Wrong 18.03.2022

This week's retirement reading is from Of Advisor Perspectives titled, Why Critics of Bucketing Strategies 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/277 .  Show Notes: Howardbailey.com/277 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! S...

276: Planning For Life After Work, Previously Known As Retirement with Don Ezra 14.03.2022

Today, I'm talking to Don Ezra. Don's illustrious career in the insurance and finance industries began in the 70's and his achievements are numerous. His 26-year career at Russell Investments culminated when he became its Co-Chair of Global Consulting. In 2010, Don "graduated" to a part-time schedule that gave him more freedom to pursue a wide variety of other interests. Since then, Don has also s...

275: Will the Optimists Triumph Yet Again? 11.03.2022

This week's retirement reading is from Of Dollars and Data, titled, Will the Optimists Triumph Yet Again?  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/275 .  Show Notes: Howardbailey.com/275 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throu...

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