Casey Weade
Retire With Purpose - The Retirement Podcast
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
Podcast website
Latest episode
Jul 10, 2026
Where to listen?
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Episodes
399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg 30.10.2023 1:11:20
For over 50 years, Nancy Schlossberg has been helping adults grow and navigate life's big transitions. She's a former professor of counseling psychology, former president of the National Career Development Association, and currently serves as co-president of Transitions Works, a consulting group. She was the first woman executive at the American Council of Education, and she established the Offic...
398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker 27.10.2023 22:33
This week's retirement reading is from Morningstar titled, Clients Suffering From Choice Overload? Here's How to Manage it. 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/398 . Show Notes: Howardbailey.com/398 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Readi...
397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money 20.10.2023 33:04
This week's retirement reading is from Steve Sanduski's blog titled, 2,500 Years of Thinking About "How Much is Enough?" 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/397 . Show Notes: Howardbailey.com/397 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email...
396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson 16.10.2023 1:04:31
Today, I'm talking to a baby boomer who has no intention of "retiring" – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he's on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life's journey. In his book, Replace Retirement: Living You...
395: Should You Delay Taking Social Security Benefits? 13.10.2023 30:07
This week's retirement reading is from Morningstar titled, Should You Delay Taking Social Security Benefits? 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/395 . Show Notes: Howardbailey.com/395 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting th...
394: How to Embrace Generativity and Avoid Stagnation for a Purposeful Retirement 06.10.2023 24:30
This week's retirement reading is from Very Well Health titled, Generativity vs. Stagnation in Middle Adulthood. 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/394 . Show Notes: Howardbailey.com/394 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Siftin...
393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD 02.10.2023 58:29
Today, I'm speaking with Dr. Chris Heye, CEO and Founder of Whealthcare Solutions and Whealthcare Planning. Chris is an entrepreneur, writer, researcher, and speaker working in the unique intersection of physical, behavioral, mental, and financial health. His specialty is longevity and cognitive decline risks in retirement, and today's conversation is all about the conversations you need to have...
392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life 29.09.2023 25:26
This week's retirement readings are from A Wealth of Common Sense titled, The Evolution of Retirement, and from The Long Run blog titled, Why Do We Retire? Listen in as Casey Weade breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/392 . Show Notes: Howardbailey.com/392 Rate & Review the Podcast: RetireWithPurpose.com/review Sign...
391: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? 22.09.2023 19:51
This week's retirement reading is from Think Advisor titled, T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? 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/391 . Show Notes: Howardbailey.com/391 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's W...
390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz 18.09.2023 54:03
Today, I'm talking to Richard "Jet" Vertz. He's a retired aviation business executive who spent 40 years in the aerospace business, a U.S. Navy service officer who served in Vietnam, and a teacher at the University of Rhode Island's Osher Lifelong Learning Institute. His latest book is Purpose Driven Retirement , in which he shares a process designed to help readers create their Purpose Driven Ret...
389: High Interest Rates: How Could They Impact Your Retirement? 15.09.2023 33:06
This week's retirement reading is from Mr. Money Mustache titled, What to Do About These High Interest Rates . 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/389 . Show Notes: Howardbailey.com/389 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting t...
388: Retirement Happiness: How to Convert 7 Losses Into Gains 08.09.2023 34:51
This week's retirement reading is from HumbleDollar titled, What We Lose . 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/388 . Show Notes: Howardbailey.com/388 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflic...
387: Principles for Designing Your Ideal Post-Career Lifestyle with Mike Drak 04.09.2023 59:26
Today, I'm joined by Mike Drak. Mike's a 38-year veteran of the financial services industry and an award-winning blogger, retirement coach, and public speaker. You may have read Mike's articles and contributions on some of our favorite blogs, such as Booming Encore, HumbleDollar, and MarketWatch. He's also the author of several books, including Longevity Lifestyle By Design, Victory Lap Retiremen...
386: The Psychology of Wealth Accumulation: What it Means to Feel Rich 01.09.2023 24:17
This week's retirement reading is from A Wealth of Common Sense titled, You Probably Need Less Money Than You Think For 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/386 . Show Notes: Howardbailey.com/386 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Re...
385: Exploring the 5 Paradigms of Wealth and How They Create a Fulfilling Retirement 25.08.2023 29:56
This week's retirement reading is from The Knowledge Toolkit titled, The Five Types of Wealth . 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/385 . Show Notes: Howardbailey.com/385 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copi...
384: Building Strength After 50 For an Active Retirement with Dave Durell 21.08.2023 1:01:11
My guest today is Dave Durell. Dave is a fitness coach, blogger, and speaker and has been in the health industry for over 40 years. He has worked as a personal trainer, an NFL strength and training and conditioning coach, and a physical therapist assistant. We came across Dave's work at StrengthAfter50.com , where he shares strength training tips, personal training guidance, and the latest resear...
383: 4 Financial Concerns That Belong on Your "Unlikely to Happen" List 18.08.2023 20:57
This week's retirement reading is from Morningstar titled, 4 Financial Worries to Cross Off Your List . 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/383 . Show Notes: Howardbailey.com/383 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through...
382: Social Connections in Retirement: Why They're the Number One Factor for Happiness 11.08.2023 21:03
This week's retirement reading is from CNBC titled, An 85-year Harvard study on happiness found the No. 1 retirement challenge that 'no one talks about' . 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/382 . Show Notes: Howardbailey.com/382 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up...
381: How to Thrive in Retirement and Not Fade Away with Celia Dodd 07.08.2023 59:10
Today, I'm talking to Celia Dodd. After 30 years of contributing to publications like The Independent, the Times, the Guardian, Country Living, and Good Housekeeping , Celia started writing books about parenting and life transitions. Celia is the author of All Grown Up: Nurturing Relationships with Adult Children, The Empty Nest , and Conversations with Mothers and Daughters , but today's convers...
380: Investment Tradeoffs: Why You Should Know Your Return on Hassle 04.08.2023 21:54
This week's retirement reading is from Of Dollars and Data titled, The Return on Hassle Spectrum . 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/380 . Show Notes: Howardbailey.com/380 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the...
379: Top 10 Ways to Grow Wealth in the Markets Ranked by Likelihood of Success 28.07.2023 27:52
This week's retirement reading is from The Big Picture blog titled, How to Get Rich in the 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/379 . Show Notes: Howardbailey.com/379 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through th...
378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement 24.07.2023 58:09
Today's episode is a little different. I had the pleasure of being on Dr. Jordan Grumet's Earn & Invest podcast and absolutely loved the content, so I'm sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement. You might recognize Jordan's name as he was my guest in May of this year. For those that don't know, Jordan wa...
377: When is Cost Irrelevant? Elevate Financial Fulfillment by Pinpointing Your Minimum Price Point 21.07.2023 21:59
This week's retirement reading is from Mr-Stingy titled, Minimum Size — Big Enough To Matter, Not Too Big That It's Wasteful . 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/377 . Show Notes: Howardbailey.com/377 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading...
376: The Psychology of Financial Independence: Why Pinpointing Your Happiness Quotient (HQ) Can Help You Live with Fulfillment 14.07.2023 20:29
This week's retirement reading is from the Money with Katie blog titled, Investing for Money vs. Investing for Happiness. 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/376 . Show Notes: Howardbailey.com/376 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email...
375: Food and Fitness After 50 with Christine Rosenbloom, PhD, RDN 10.07.2023 55:54
Today, I'm talking to Dr. Christine Rosenbloom, PHD, RDN. She has over 40 years of experience in nutrition with specialties in sports nutrition and gerontology. She is Nutrition Professor Emeritus at Georgia State University as well as the President of Chris Rosenbloom Food & Nutrition Services, where she provides nutrition consulting. In her book, Food and Fitness After 50: Eat Well, Move Well,...
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