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

199: How Much Income Will Your 401(k) Provide? 19.03.2021

This week's retirement reading is from MarketWatch,  titled How Much Income Will Your 401(k) Provide? . 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/199     Show Notes: Howardbailey.com/199 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

198: Navigating Career Transitions with Ken Coleman 15.03.2021

Ken Coleman is America's Career Coach. He's the #1 bestselling author of The Proximity Principle and the host of The Ken Coleman Show , where he helps callers discover what they do best so they can do what they love and produce results that matter most. He delivers practical advice to help people discover the roles they were born to play and maps out plans to get them there.  He's also a member of...

197: Will The Real Retirement Income Number Please Stand Up? 12.03.2021

This week's retirement reading is from Morningstar,  titled Will the Real Retirement Income Number Please Stand Up? . 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/197     Show Notes: Howardbailey.com/197 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! S...

196: How 10 Types of Retirement Income Get Taxed 05.03.2021

This week's retirement reading is from Kiplinger,  titled How 10 Types of Retirement Income Get Taxed . 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/196     Show Notes: Howardbailey.com/196 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...

195: The Psychology of Making Financial Decisions with Maria Konnikova 01.03.2021

Maria Konnikova has spent much of her life writing about psychology and how it applies to real life situations. With a B.A. in psychology and creative writing from Harvard and a Ph. D. in psychology from Columbia University, her work has been published in the New York Times, The New Yorker, Slate, and the Paris Review, to name just a few.  Her books include Mastermind, The Confidence Game , and Th...

194: Does Your Portfolio Need Bitcoin? 26.02.2021

This week's retirement reading is from MorningStar,  titled Does Your Portfolio Need Bitcoin? . 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/194     Show Notes: Howardbailey.com/194 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the cop...

193: Worried About Passing Down a Big IRA? Consider a CRT 19.02.2021

This week's retirement reading is from KIPLINGER,  titled Worried About Passing Down a Big IRA? Consider a CRT . 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/193     Show Notes: Howardbailey.com/193 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Siftin...

192: How to Live a Big Life in Retirement with Fritz Gilbert 15.02.2021

Fritz Gilbert blogs at The Retirement Manifesto, where he provides practical financial independent and retirement planning guidance for people within ten years of retirement. His articles are regularly part of our weekend reading for retirees, and I think he's one of the best retirement writers working today. After 33 years in corporate America, Fritz and his wife retired at the age of 55 in June...

191: Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early Retirement 12.02.2021

This week's retirement reading is from FPA,  titled Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early 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/191     Show Notes: Howardbailey.com/191 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's We...

190: Where Are You Still Using Single-Ply? 05.02.2021

This week's retirement reading is from The Tim Ferris Show, titled Where Are You Still Using Single-Ply? 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/190     Show Notes: Howardbailey.com/190 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...

189: Becoming Unhackable with Kary Oberbrunner 01.02.2021

Today I'm speaking with Kary Oberbrunner. Kary is an author, CEO, international speaker and coach who has trained over 250,000 authors, speakers, and entrepreneurs.  Since we last spoke on the very first episode of the podcast, he has made a number of major shifts in his life. He turned a book into 18 streams of income, launched the Igniting Souls publishing agency, and has created massive demand...

188: Are You Going to Be OK in Retirement? 29.01.2021

This week's retirement reading is from Kiplnger,  titled Are You Going to Be OK 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/188     Show Notes: Howardbailey.com/188 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the co...

187: Introducing a Hierarchy of Financial Wellness 22.01.2021

This week's retirement reading is from FPA written by Chris Heye, titled  Introducing a Hierarchy of Financial Wellness . 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/187     Show Notes: Howardbailey.com/187 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Emai...

186: The No-Regrets Retirement Plan with Robert Laura 18.01.2021

Robert Laura is a retirement speaker, baby boomer expert, author, entrepreneur, and money manager. As the Retirement Activist, he's committed to changing the way people think about and prepare for every aspect of retirement. Over the course of his career, he's learned that retirement is one of the most fascinating and least understood phases of life, and he's laser-focused on helping people create...

185: Estate Planning for 'Black Sheep' Beneficiaries 15.01.2021

This week's retirement reading is from Kiplnger,  titled Estate Planning for 'Black Sheep' Beneficiaries . 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/185     Show Notes: Howardbailey.com/185 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thro...

184: Justin Donald Interviews Casey Weade: Create Your Job Optional Lifestyle 11.01.2021

Today, the tables are turned, as my good friend Justin Donald interviews me on the Lifestyle Investor podcast. Justin is a family man, entrepreneur, speaker, and the author of The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom .  In this episode, we discuss the investing strategies and philosophies that have allowed both of us to design the l...

183: Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge 08.01.2021

This week's retirement reading is from CNBC,  titled Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge . 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/183     Show Notes: Howardbailey.com/183 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up t...

182: Retirement and Real Estate with Jason Hartman 04.01.2021

Jason Hartman is the founder of Platinum Properties Investment Network, Inc., where he helps people achieve their dreams of financial freedom by purchasing income property in prudent markets nationwide. Jason has been involved in several thousand real estate transactions and has personally owned income properties in 11 states and 17 cities. Jason started his career in real estate at the age of 19,...

181: 6 Surprising Benefits of Not Retiring When Your Spouse Does 01.01.2021

This week's retirement reading is from Money Talks News,  titled 6 Surprising Benefits of Not Retiring When Your Spouse Does . 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/181     Show Notes: Howardbailey.com/181 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading...

180: Josh Brown & Friends Tell You What They Own in New Investing Book 25.12.2020

This week's retirement reading is from CNBC , titled Josh Brown & Friends Tell You What They Own in New Investing Book .   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/180     Show Notes: Howardbailey.com/180 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Ema...

179: Refusing to Retire with Steve Parrish 21.12.2020

Steve Parrish is an Adjunct Professor of Advanced Planning and the Co-Director of the New York Life Center for Retirement Income. He's also an Adjunct Professor at Drake University Law School, where he teaches estate planning.  Steve is an expert in estate and financial planning with a specialized focus in issues of business ownership. He's a regular contributor to Forbes and the Journal of Financ...

178: Sacrifice Throws 18.12.2020

This week's retirement reading is from Dan Egan , titled Sacrifice Throws . 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/178     Show Notes: Howardbailey.com/178 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of confl...

177: The D.O.S. Conversation - Setting and Achieving Your Goals 11.12.2020

In this week's weekend reading episode, Casey and Marshall discuss  The D. O. S. Conversation - a methodology by Dan Sullivan of Strategic Coach. Listen in as they share how they use it to bring more value to their clients lives! Today's episode can also be accessed by visiting Howardbailey.com/177     Show Notes: Howardbailey.com/177 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up...

176: Confessions, Mistakes and Insights from Former Financial Advisor Joe Saul-Sehy 07.12.2020

Joe Saul-Sehy is the creator and co-host of The Stacking Benjamins Podcast and the Money With Friends podcast, a CNBC contributor, a speaker, and a coach. He's been a financial advisor, a brand ambassador, and a media spokesperson. Joe struggled with credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS - and worked through all of it, carving out a new...

175: Year-End Tax Planning Under The Forthcoming Biden Presidency 04.12.2020

This week's retirement reading is from Kitces , titled Year-End Tax Planning Under The Forthcoming Biden Presidency . 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/175     Show Notes: Howardbailey.com/175 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! S...

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