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
374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them 07.07.2023 24:19
This week's retirement reading is from the Morningstar titled, Are You Making These 5 Common Portfolio Mistakes? 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/374 . Show Notes: Howardbailey.com/374 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting...
373: Better Investing: Why it Begins with Exploring the History of Financial Advice 30.06.2023 30:04
This week's retirement reading is from the A Wealth Of Common Sense titled, The Evolution of Financial Advice . 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/373 . Show Notes: Howardbailey.com/373 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting...
372: Demystifying Financial indicators: 5 False Proxies That Can Deceive Your Money Mindset 23.06.2023 23:09
This week's retirement reading is from the Best Interest Blog titled, False Proxies That Deceive Your Finances . 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/372 . Show Notes: Howardbailey.com/372 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Siftin...
371: Examining How Risk Tolerance and Aversion Factors Into Your Retirement Income Plan with Michael Finke, PhD 19.06.2023 1:04:31
Today, I'm talking to Dr. Michael Finke, Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at the American College. He's the Director of the Granum Center for Financial Security , and he's been my professor a few times throughout my career. I've always been a huge fan of his academic, unbiased approach, and you've undoubtedly seen Michael's work featur...
370: 3 Strategies to Help Retirees Spend More 16.06.2023 21:22
This week's retirement reading is from Think Advisor titled, 3 Techniques to Help Retirees Spend More (Yes, More!) . 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/370 . Show Notes: Howardbailey.com/370 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Si...
369: Down & Sideways Markets Why They're Bullish 09.06.2023 20:11
This week's retirement reading is from Of Dollars And Data titled, Why Down & Sideways Markets are Bullish . 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/369 . Show Notes: Howardbailey.com/369 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting th...
368: Healthy Aging: Keys to Longevity and Happiness in Your Third Age with Dawn Carr, PhD 05.06.2023 57:34
My guest today is Dr. Dawn Carr. Dawn is the Associate Professor of Sociology and Director of the Claude Pepper Center in the College of Social Sciences and Public Policy at Florida State University and a former researcher at the Stanford Center of Longevity. She is the co-author of the book, Gerontology in the Era of the Third Age: Implications and Next Steps, where she outlines the key factors t...
367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65 02.06.2023 24:07
This week's retirement reading is from Forbes titled, 8 Things You Need To Know About Taxes Once You Reach Age 65 . 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/367 . Show Notes: Howardbailey.com/367 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sif...
366: Does the Stock Market Always Bounce Back? Why U.S. Investors Underestimate Risk 26.05.2023 16:09
This week's retirement reading is from Advisor Perspectives titled, Do U.S. Investors Underestimate Risk? . 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/366 . Show Notes: Howardbailey.com/366 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thr...
365: Debt Ceiling Debate: How Will the Markets Fare? 19.05.2023 13:55
This week's retirement reading is from FAmag.com titled, Who's Not Sweating The Debt Ceiling? 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/365 . Show Notes: Howardbailey.com/365 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting th...
364: Valuable Lessons of Teamwork, Leadership and Legacy from 4x Super Bowl Champion, Rocky Bleier 15.05.2023 54:07
Today, I'm talking to former Pittsburgh Steelers running back Robert "Rocky" Bleier. Rocky is a 4x Super Bowl champion, the Bronze Star Medal and Purple Heart recipient, and the author of Fighting Back: The Rocky Bleier Story and Don't Fumble Your Retirement. Rocky has made a massive impact on people's lives as a parent, grandparent, serviceman, and Pittsburgh Steeler–and it was an honor to talk...
363: Myths About the Traditional and Roth 401(k)/IRA - Part 2 12.05.2023 23:43
This week's retirement reading is part 2 of our discussion on the post from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks . 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/363 . Show Notes: Howardbailey.com/363 Rate & Review the Podcast: RetireWithPurpose.com/review Sig...
362: Myths About the Traditional and Roth 401(k)/IRA - Part 1 05.05.2023 28:20
This week's retirement reading is from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks . 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/362 . Show Notes: Howardbailey.com/362 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email...
361: Advice on Financial Independence, Building Wealth and Living Regret-Free from Hospice Doctor, Jordan Grumet, MD 01.05.2023 1:11:41
Today, I'm talking to Dr. Jordan Grumet. Jordan is an associate medical director at JourneyCare Hospice, a financial blogger turned host of the award-winning Earn & Invest Podcast , and the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. In his book, he shares what the end of life can teach us about the secret to financi...
360: Retirement Risk Planning: Cover the Average Case, Look Out for the Extreme Case 28.04.2023 20:53
This week's retirement reading is from MrStingy.com titled, Cover The Average Case, Look Out For The Extreme Case . 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/360 . Show Notes: Howardbailey.com/360 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sif...
359: Would You Rather Outperform During Bull Markets or Bear Markets? 21.04.2023 21:10
This week's retirement reading is from A Wealth Of Common Sense titled, Would You Rather Outperform During Bull Markets or Bear 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/359 . Show Notes: Howardbailey.com/359 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Wee...
358: 6 Unconventional Luxury "Goods" You Can Leverage with Financial Independence 14.04.2023 24:48
This week's retirement reading is from Morningstar titled, Real Luxury Goods Don't Have Brand Names . 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/358 . Show Notes: Howardbailey.com/358 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through t...
357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw 10.04.2023 44:47
Today, I'm talking to Dr. Sarah Fallaw. Sarah is the founder and president of DataPoints, where she provides her clients with technologically enabled financial psychology tools to enhance wealth building. If you've been following the podcast, you've likely seen Sarah's writing and research in our Weekend Reading for Retirees series. Her work has been featured in the Journal of Financial Planning,...
356: Retirement Income Planning: 7 Sources to Build and Maintain Wealth 07.04.2023 21:58
This week's retirement reading is from Of Dollars and Data titled, The 7 Streams of Income to Get Rich . 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/356 . Show Notes: Howardbailey.com/356 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting throug...
355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement 31.03.2023 25:07
This week's retirement reading is from Advisor Perspectives titled, How to Get Clients to Spend More Money. 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/355 . Show Notes: Howardbailey.com/355 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting thr...
354: Bank Failures: This is How They Can Impact Your Retirement Investments 24.03.2023 22:03
This week's episode is all about bank failures with what has happened in Silicon Valley and how those failures can impact your investments. Listen in as Casey Weade shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/354 . Show Notes: Howardbailey.com/354 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting...
353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez 20.03.2023 56:10
Today, I'm talking to Steve Lopez. Steve has been a writer for the Los Angeles Times since 2001 and a four-time Pulitzer Prize finalist. He's won over a dozen national journalism awards and three local news Emmys, and he's written three novels, including The Soloist , which was adapted into one of my favorite movies. In Steve's new book, Independence Day: What I Learned About Retirement from Some...
352: 8 Retirement Worries: How Today's News Headlines Impact Your Financial Plan 17.03.2023 25:46
This week's retirement reading is from FAmag.com titled, What Clients Worry 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/352 . Show Notes: Howardbailey.com/352 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount o...
351: How to Create a Fulfilling Retirement with Experience Points and Memory Dividends 10.03.2023 20:47
This week's retirement reading is from The Long Run blog titled, Would You Trade Places with Warren Buffett? 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/351 . Show Notes: Howardbailey.com/351 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting t...
350: Maximizing Your Social Security Benefit and Retirement Risks in the 2020s with Bob Carlson 06.03.2023 57:23
Today, I'm talking to Bob Carlson–America's #1 retirement expert. Bob is the editor of Retirement Watch , a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System. He's written several highly influential books, including The Essential Guide to Retiring in the 2020s , and Where's My Money?: Secrets to Getting the Most Out Of Your Socia...
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