Retire With Purpose - The Retirement Podcast

Kris Van Der Pas-Norenius sold her successful business at the age of 55 - and learned a lot of things about retirement the hard way. In the years that followed, she studied and became certified with Retirement Options, then founded Next3rd to help others learn from her experiences and expertise. At Next3rd, she blogs, connects with followers across Facebook and Twitter, publishes a newsletter, and...

This week's retirement reading is from Kitces, titled How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time . 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/48   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advic...

This week's retirement reading is from Investment News, titled N ew Annuities Starting to Address RMDs . 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/47   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daun...

Laurie Cameron is the founder and CEO of Purpose Blue, a mindfulness consultancy that has delivered coaching and leadership training to Fortune 100 companies including Google and Cisco, universities, and other groups all over the world. She is also the author of The Mindful Day: Practical Ways to Find Focus, Calm, and Joy From Morning to Evening , which is the #3 bestselling book on mindfulness fo...

This week, Casey Weade discusses an article from Market Watch, titled Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers . Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/45   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting f...

This week, Casey Weade discusses an article from Advisors Perspectives, titled What Does Passing on Values to the Next Generation Really Look Like?  Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/43   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice...

Dr. Paul Ward is a leadership and life transitions coach, transformation consultant, purposeful life coach, and hot air balloon pilot. As the principal owner of the Too Young To Retire Organization, he helps people contribute to the world beyond their initial careers to make the most out of their second act - whether that's an encore career, volunteering, becoming healthier, financial management,...

This week, Casey Weade discusses an article from Kiplinger, titled Making the Most of a Health Savings Account Once You Turn Age 65 . Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/42   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement...

Jon Vroman makes moments. As the founder of the Front Row Foundation, he helps individuals facing life-threatening health challenges to take part in a life-changing experience they've always dreamed of. The Foundation has taken people to concerts, sporting events, holiday spectaculars, and more. In his book The Front Row Factor: Transform Your Life with the Art of Moment Making, he shares stories,...

This week, Casey Weade discusses an article from Forbes titled Supercharge Your Lifetime Retirement Benefits . Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/40   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daun...

This week, Casey Weade discusses an article from Market Watch, titled Should Retirees Hold on to Equities? Not Necessarily . Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/39   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement informati...

On January 15, 2009, US Airways Flight 49 crashed into the Hudson River. Known as the Miracle on the Hudson, all 155 people on board survived, making it the most successful crash in aviation history. Dave Sanderson was one of the last people to get off that plane. In his book, Moments Matter , he teaches the principles that enabled him to survive and stand out as a leader in a moment of panic - an...

This week, Casey Weade discusses an article from AARP, titled Teach Your Children Well - Money lessons for the Grandkids  Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/37   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information...

This week, Casey Weade discusses an article from The Balance, titled Average Retirement Age in the United States: Is Retiring at the Average Age a Smart Move?  Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/36   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financ...

Like many people, Chris Hutchins was laid off during the financial crisis of 2008. However, instead of simply looking for work, he set out to make a name for himself. He founded LaidOffCamp, where others like him explored founding companies, freelancing, and new ways to find jobs during that tough time. Next, he co-founded Milk, which was acquired by Google Ventures, where he spent three years inv...

This week, Casey Weade discusses an article from MarketWatch, titled How Likely is it That Social Security Will Go Broke?  Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/34 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information c...

This week, Casey Weade discusses an article from Forbes, titled 2 Retirement Killers And How To Avoid Them .  Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/33 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be dauntin...

When Jim Owen was 70 years old, he saw himself as an old man for the first time. He was 25 pounds overweight. He suffered from chronic back issues, had two shot knees, and struggled with a frozen rotator cuff. He wasn't happy, and he wasn't comfortable - and when he walked into the gym, he couldn't do a single push-up. Jim had spent the last 35 years in the investment world. He served as a partner...

This week, Casey Weade discusses a client case study outlining how one couple successfully stepped into retirement. Listen in as Casey breaks down the exact steps Howard Bailey took to build out a comprehensive plan. Today's episode can also be accessed by visiting  Howardbailey.com/31 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources...

This week, Casey Weade discusses an article from Kiplinger titled Why Wealthy People May Want to Take Social Security at Age 62.  Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/30 Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit...

Jamie Hopkins is soon to become the Director of Retirement Research at the Carson Group - and he holds virtually every designation under the sun. He has been the Co-Director of New York Life's Center for Retirement Income, a Professor of the Retirement Income Program at the American College of Financial Services, and helped to create the Retirement Income Certified Professional designation. He was...

This week, Casey Weade discusses an article from NY Times, titled " Navigating the Financial Side of a Relationship " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/28   Get Today's Show Notes! To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbail...

Hans Finzel hates the term retirement - and he really hates the idea that retired people don't have anything to offer the world. He and his friend Rick Hicks are both PhDs and former CEOs who left their roles as they approached the age of 60, but they now spend their time conducting studies, researching, and writing. In their new book, Launch Your Encore: Finding Adventure & Purpose Later in Life...

This week, Casey Weade discusses an article from Forbes, titled " New 401(K) Legislation Could Bring Big Changes For Retirement Savers " Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting  Howardbailey.com/26   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retireme...

Dirk Cotton was a senior executive at a Fortune 500 company. However, after retiring in 2005, he's found himself busier than ever. He loves to do research, specifically retirement research, and publishes often on his blog, The Retirement Café. He's also a Thought Leader at APViewpoint, Advisor Perspectives' online community of investment advisors and financial planners, and provides retirement coa...