Retire With Purpose - The Retirement Podcast

Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retirement income planning today. You've likely come across his work in Morningstar, Kiplinger, and our Weekend Reading series—and for good reason. His research has earned accolades from nearly every major fi...

How can you use the recent market crisis to refine both your portfolio  and  your character?  In this episode, we discuss:  Why times of turmoil are opportunities for personal growth How to reinterpret stressors as forward-thinking steps Inaction vs. action: How to decide which is best for your portfolio amidst times of turmoil Today's article is from Forbes  titled,  Waiting Wisely: Cultivating C...

True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning?  In this episode, we discuss:  The 50/30/20 Rule and how to align it with your values Debt ratios: Is your debt for survival or for status? Meaningful vs. meaningless time in retirement The Satisfact...

Conventional financial wisdom encourages you to delay collecting Social Security benefits until age 70, but in certain cases, your "optimal" claiming age might actually be to pull benefits early.    In this episode, we discuss:  Factors that benefit filing early Your "breakeven" number of filing early vs. later How your rate of return should factor into your Social Security strategy Today's articl...

If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about?    In this episode, we discuss:  How to let go of always trying to control your narrative Why the pursuit of contentment is greater than the pursuit of happiness 5 questions to help you find pure contentment in the present Listen in as Founder and CEO of  Howard...

Today, I'm speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evidence-based investing. He's also a well-known advocate for cutting through the financial media noise to focus on strategies that actually work. In Larry's latest book, Enrich Your Future: The Keys to Successf...

Are you feeling uneasy right now? If market turmoil is causing you stress, it's time to determine if your retirement plan is  truly  built for the unexpected.   In this episode, we discuss:  How a process can give you greater investment and financial control How to assess your liquid/safe reserves Tax and inflation protection opportunities brought by market volatility Today's article is from  Morn...

How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement.  In this episode, we discuss:  Financial vs. non-financial retirement readiness Why your income strategy is key Considerations for long term care insurance How to prepare for financial change in retirement...

Before you make your transition into retirement, it's important to dial in the ideal timing not just for your money, but your mind.  In this episode, we discuss:  Irrational reasons to not retire The "3 Cs" of retirement timing Family, health, and social considerations in retirement Listen in as Casey Weade is once again joined by Les McDaniel to explore the common irrational fears about retiring....

Market volatility is inevitable. Whether you're 10 months or 10 years into retirement, it's vital to ask: is your investment strategy prepared?  In this episode, we discuss:  Why market volatility is necessary When down markets no longer become an opportunity How to avoid sequence of returns risk 4% withdrawal rule flaws Today's articles are from  The Best Interest   blog  titled, Should I "Reset"...

For decades, you've been told that security is the key to a successful life; Work hard, save wisely, and one day, you'll be able to retire with peace of mind. But what if the very idea of security is holding you back?    In this episode, we discuss:  The power of a decision-making framework Pitfalls of delayed gratification Financial security disillusions Listen in as Casey Weade is once again joi...

Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the industry and has been recognized as one of Barron's Top 100 Most Influential Women in Finance and one of the Ten Most Influential Women in Wealth Management. She's also the co-host of The Long View and How...

Is it OK for you to bring debt into retirement? More specifically, what about your mortgage? To gain clarity, you must approach this decision from a financial and emotional perspective.  In this episode, we discuss:  Historical vs. potential future of mortgage rates Why a mortgage can be a valuable asset How to determine your mortgage value Today's article is from A Wealth of Common Sense titled,...

In retirement and beyond, strong social connections are at the heart of human happiness and fulfillment. But to create those solid relationships, you often need to learn how to dig deeper with your conversations.    In this episode, we discuss:  Why quality of relationships is crucial for longevity and happiness How the "Coin's Edge" philosophy helps you understand other points of view The importa...

You want to ensure you have all your ducks in a row before entering retirement. Today, we're pulling back the curtain on the biggest retiree regrets so that they don't become yours too.  In this episode, we discuss:  Do you need to be a millionaire to retire? The Social Security "breakeven" number Pros and cons of bringing debt into retirement Preparing for a forced retirement Today's article is f...

What role does spirituality play in your life and how can it help you cultivate a purpose-driven retirement? Join us for a conversation about wisdom, the deeper truths that have endured across time, and why this is all central to a purposeful retirement. In this episode, we discuss: How spirituality and faith impact retirement When and where fear can impact happiness after 50 The importance of con...

Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He's also the Professor of Practice at the American College of Financial Services and The Wall Street Journal has named him the best source for IRA advice. We discussed his latest book, The Retirement Savings Time Bomb...

Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment.  In this episode, we discuss:  Why most legacies fail How to leverage the Wisdom & Wealth pillars for legacy planning How to activate legacy with impact Listen in as Casey Weade is once again joined by Les McDaniel to discuss the Wise...

If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals.  In this episode, we discuss:  How income strategies have evolved Why retiree spending changes What makes an income strategy "flexible" How to know which income strategy is best for you Today's article is from Morningstar.com  titled, The Best Flexible Strateg...

Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and connection.  In this episode, we discuss:  3 cultural norms most distorted by modern society Risks associated with the pursuit of "more" Pros and cons of "hustle culture" How to live authentically List...

It's that time of year again in the finance world; time to ring in this year's stock market predictions! Are analysts erring toward bull—or bear? We give you our take.  In this episode, we discuss:  How our past market predictions fared How today's market activity compares to the 90s Why we could be due for a correction How technological advancements can impact market activity Today's article is f...

Today, I'm thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger, and the host of the Earn and Invest Podcast .  In his new book, The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy , he follows up his work in Taking Stock to explore how to make a mark, set goals that are meaning...

How should you modify your portfolio for retirement? It doesn't take a one-size-fits-all approach, but let's begin with the basics.  In this episode, we discuss:  How your emergency fund might change in retirement Why your income strategy is key to retirement success How to fill for your income "gap" Asset vs. tax allocation The "tax oasis" Today's article is from The Retirement Manifesto  titled,...

What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life.  In this episode, we discuss:  What it means to let wisdom drive your life  Three guiding principles of your purpose  What it means to have "radical resilience"  Listen in as Casey Weade is once again join...

What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by leveraging our Wise Wealth Blueprint.  In this episode, we discuss:  What it means to live in the "Freedom Zone" The power of "long life learning"   The three pillars of wealth  Listen in as Casey Weade...