Retire With Purpose - The Retirement Podcast

You're told to shift from "growth" to "protection" the moment you retire and leave the workforce. But is it really that simple? Join us as we break down the  false dichotomy  of pre- vs. post-retirement investing, showing why your strategy should always include a mix of offense and defense.   In this episode, we discuss:  Your biggest risks in retirement How to leverage all your assets (stocks, bo...

Many of us spend decades climbing Maslow's pyramid — seeking security, comfort, and experiences — only to realize that the top is where true joy lives.  Join us as we explore the "Happiness Hierarchy" and why lasting fulfillment comes not from what you buy or where you travel, but from who you become.  In this episode, we discuss:  How to shift from "having enough" to "becoming more" Why Maslow's...

Living longer is one thing. Living well is another. In Part 2 of my conversation with Dr. Bobby Dubois, we unpack the final three pillars of his blueprint for longevity: mind-body harmony, heat & cold exposure, and social relationships. Dr. Bobby explains why practices like meditation, breathwork, and even walking in nature can calm the brain and lower anxiety. We also explore the science-backed b...

What can ancient wisdom teach us about modern retirement? From budgeting with freedom to preparing for life's surprises, tackling debt, planning wisely, and redefining generosity in retirement, insights of the past can show how true wealth goes beyond dollars.  In this episode, we discuss:  The importance of having a budget, even in retirement Emergency fund: How much do you need? Debt and depende...

Today, I'm speaking with Dr. Bobby Dubois. Dr. Bobby is a Harvard-educated physician, Board-Certified in Internal Medicine with over 25 years of experience. He's an author, entrepreneur, wellness doctor, and Ironman Triathlete. Most recently, he led a health policy research organization in Washington, D.C. (National Pharmaceutical Council) as its Chief Science Officer and Executive Vice President....

Retirement isn't the end — it's your greatest opening. Join us as we explore how to break free from old stories, embrace wisdom, and turn life's challenges into a legacy of meaning and impact.   In this episode, we discuss:  Why lifequakes = growth Fluid vs. crystallized intelligence How to redefine success in retirement The role of curiosity and engagement Today's article is from our very own blo...

Most financial plans focus on how your investments perform, but what about the risks to your income along the way? Join us as we unpack groundbreaking research that shows why traditional retirement calculators and rules of thumb may be leaving you exposed.     In this episode, we discuss:  Traditional planning gaps The three types of income risk Risk Capacity vs. Need vs. Attitude Retirement "buff...

Why do so many retirees struggle to find fulfillment after leaving the workforce, and how do they break free from the traps of status, constant pleasure-seeking, and busywork? Together, we unpack practical strategies for moving beyond milestones to craft a retirement rich in purpose, connection, and legacy.  In this episode, we discuss:  The "need for next" mindset Five common non-financial retire...

Inflation is unpredictable—and it doesn't care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as powerful inflation hedges, and whether Bitcoin truly deserves its "digital gold" title.   In this episode, we discuss:  Consumer vs. professional inflation expectations What it means to leverage "Real Assets" as...

Today's guest is Dr. Daniel Crosby, a leading psychologist and behavioral finance expert who helps individuals and organizations understand how our thoughts, emotions, and behaviors intersect with the markets—and ultimately, our sense of purpose.  He serves as Chief Behavioral Officer at Orion Advisor Solutions and is the bestselling author of The Soul of Wealth: 50 Reflections on Money and Meanin...

What if true wealth isn't just about how much you've saved, but how wisely you're living? Join us as we explore the  WiseWealth Matrix , a tool built on six life "currencies" that go far beyond money.  In this episode, we discuss:  The  WiseWealth  Framework Wealth vs. Wisdom currencies The 4 zones of the Matrix And, an exciting announcement! Today's article is from our very own blog post titled F...

What does the "One Big Beautiful Bill Act" mean for your retirement? Find out how the latest tax legislation—from permanent TCJA extensions to surprising changes in charitable giving, Social Security taxation, 529 plan use, and more—could affect your tax strategy for years to come. In this episode, we discuss: Updated inflation adjustments Capital gains nuance Enhanced standard deduction for senio...

Have you ever held on to something just because you've "put too much into it to let it go"? Many of us fall into the sunk cost fallacy trap—the quiet force that keeps us tied to the past. Whether it's a house full of memories that no longer fits your lifestyle, a career that defined your identity for decades, or a friendship that's no longer life-giving, this conversation will help you identify wh...

Are your Required Minimum Distributions (RMDs) setting you up for failure? Find out how sequence of returns risk combines with RMD rules to create a hidden hazard—and how smart planning, asset allocation, and timely Roth conversions can help you sidestep it.   In this episode, we discuss:  Why RMDs are self-regulating The RMD tax chain reaction Why withdrawal timing and asset allocation matters Th...

Today, I'm speaking with William Bernstein. Bill is a renowned investment advisor, author, and retired neurologist. He's the co-founder of Efficient Frontier Advisors, a leading voice in the world of personal finance, and the author of several acclaimed books, including The Four Pillars of Investing, The Investor's Manifesto, and The Intelligent Asset Allocator .  With a unique background in neuro...

What if your greatest growth in retirement didn't come from doing more—but from finally sitting with who you are? Throughout this discussion, we explore the concept of the "shadow self"—the parts of yourself that you may avoid, hide, or ignore—and how bringing light to these areas can lead to true peace and deeper connection in the second half of life.  In this episode, we discuss:  How unresolved...

What if you did everything "right" in retirement, but were still left surprised? That's exactly what happened to Fritz Gilbert, one of our favorite past podcast guests. In this episode, we unpack his recent article,  "My Biggest Surprise in Retirement,"  and explore why his carefully planned Roth conversions didn't make the impact he expected. This conversation is for anyone who wants to stay in t...

In this powerful follow-up episode, Casey Weade and Certified Retirement Coach Les McDaniel return to explore the deeper question behind advice-seeking: Are you truly looking for direction, or for alignment with your values? Drawing from real-life coaching stories, they unpack six invitations to help you pause, reflect, and realign your financial decisions with your life's purpose.   In this episo...

If you're like many retirees we meet with, you may struggle to spend confidently in retirement, even when you've saved enough. Here, we explore a potential strategy: an alternative to the annuity-based "License to Spend" model.     In this episode, we discuss:  The dynamics of underspending in retirement How to apply the "Funded Status Metric" and "Surplus Bucket" to your income plan Pros and cons...

Understanding your own story is the missing link between receiving advice and applying it meaningfully. If you've ever felt stuck between wanting direction and feeling overwhelmed by options, this episode offers a practical path toward clarity, purpose, and peaceful resilience.  In this episode, we discuss:  Advice vs. application A 3-step advice framework Advice overload Why incomplete context =...

Today, I'm speaking with Dr. Ross Andel. Dr. Andel is a gerontologist, professor, and director of the PhD program at Arizona State University. Ross has spent decades researching aging, memory, and lifestyle-related cognitive health risks. In 2023, he was elected a lifetime fellow of the American Association for his achievements in the study of risk factors for age-related cognitive decline for Alz...

After a sharp rebound in the market, you may still feel the lingering effects of recent volatility. But before the next tide of turmoil, now is an ideal time to deploy the "Sleeping Point" Strategy: adjusting your portfolio to a level where you can sleep soundly at night.  In this episode, we discuss:  The importance of reducing risk before panic How to embrace  proactive  planning The danger of o...

You're encouraged to save, delay gratification, and be disciplined with your spending—but what happens when that mindset becomes a roadblock in retirement?   In this episode, we discuss:  The psychology of postponement How to unwind a lifetime of discipline The "Joy Budget" concept Tools to reframe spending Today's article is from The Wall Street Journal titled, The Downside of Delayed Gratificati...

What does your future retirement look like? Whether your path includes unexpected challenges, careful frugality, or joyful surprises, it's vital to prepare for known unknowns, and build a resilient future that adapts to life's curveballs.  In this episode, we discuss:  Why retirement isn't linear How to plan for different potential retirement futures Lifequakes vs. Deep Risk The PESTLE framework f...

Do you ever experience those moments when something doesn't feel quite right? Your body and spirit have ways of alerting you when it's time for recalibration, often with persistent whispers that grow louder the longer you ignore them.    In this episode, we discuss:  The power of listening to your intuition Daily actions that can reconnect you to your purpose How negativity impacts you physically...