Retire With Purpose - The Retirement Podcast

372

The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement. Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better. University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.

Recent Episodes

Episodes loading...

Recent Reviews

Mygreen914

Cap strategies to maximize your Social Security benefits

I found the conversation conducted between Casey Weade and his guest Nary Beth Franklin to be especially insightful and applicable. As a 64 year old man who his actively planning what "retirement" might hold and consist of, I am taking steps to appropriately plan for my financial needs and best way to achieve them. The information offered by the guest, as well as questions and input provided by the host were invaluable and greatly the best direction I should go regarding this matter. So thanks to Casey for another great episode. Kevin Taylor
Bobby mcphil

Fantastic Podcast

You shouldn’t compare a Monte Carlo to a plane crash. Quit calling it “the pod.”
Pdcharter

Great all around source.

Retirement guidance with emphasis on “purpose” though it covers so much more. Probably best for those nearing (3-5 years)or just at retirement transitions. Some episodes are “not my thing” but I would expect that when they are trying to cover the broad base of retirement questions and concerns.
SteveShef

Holistic approach to retirement

I started listening to Casey over a year ago. The information and insights are accessible to non-professionals. But, it's obvious that Casey knows what he's talking about. I, especially appreciate how both financial and psychological (and spiritual) issues are included. I only wish I had started listening before I reached my sixties. I've enthusiastically recommended this podcast to several friends and relatives who are at the same stage of life.
Buff for Life

Great for retirement

This is a great podcast for the range of retirement issues that will face all of us! Especially Loved the Joan MacDonald piece last year on defying aging stereotypes!
Cjlg from NJ

This is one of the best!

I am an CPA and I love learning personal finance particularly topics related to retirement. I learned so much from this podcast and I couldn’t wait each week for the next podcast. Thank you! I learned so much!
Debbieinthegig

Love it

I have learned so much from this podcast and highly recommend if you plan to retire.
Mikewaus

Thanks!

Thanks for your review of retirement makes me think of finding a purpose! Michael
Blue Rusty

My Go To Podcast

I am 61 years old, and was laid off from my corporate job last year. I am now working as a para professional in an elementary school. This podcast meets me where I’m at in my life right now. Planning for retirement, but not quite ready. Great variety of financial and lifestyle topics. Guests are good too. Casey Weade is a great host. Highly recommend this show. Usually there are two shows per week, which I like. Give this show a try if you’re 55+. I don’t think you will be disappointed.
taytam1

T Taylor

Thank you for all the Wealth of knowledge and insight Great information.
The-Bishop

Interesting and useful

Loved the episode with Dr. Moynes — longer interview format went into far more depth than his TED Talk.
Kam4727

Great resource

Full of great insights as you make the BIGand small transitions.
RetireYes

Not just financial

I really enjoy the balance between financial and non-financial. Casey is knowledgeable and easy to listen to.
PEB55

Very applicable to my life

The information was very helpful. I’m to retire in a year so I want to pursue the information further.
Fenway First

Cynthia Covey Haller

I’ve listened to this podcast for months. This is my first review. I really enjoyed the discussion with Cynthia in Episode 419. It was interesting to hear her talk about her late father Stephen Covey. Her memories of him growing up were so heartfelt. As I approach retirement I enjoy discussions on what people are doing to fill their days in retirement in the service of others. Thank you for a good listen.
Depth and Breadth

Depth and Breadth

This podcast has many diverse topics within the world of planning to live a purposeful life in retirement. It also goes in depth to many subjects like leaving a legacy and planning for aging parents by interviewing subject matter experts. Would recommend for anyone interested in being a perpetual student of the most important thing in life: purpose driven intentionality!
GeoTech Guy

Great podcast for retirement

I’ve listen to several episodes now, and really like the material. They also discuss the “softer” side of retirement. Good example include the interview with Dr. Riley Moynes on “The Four Phases of Retirement”, and “What I Don’t Want” episode.
KStrat6138

Listened 3 times!

I just listened to Dr Moynes again. His explanation of the 4 Stages of retirement is pure gold. Every time I listen I “hear” something else that creates more clarity. Honestly, I will listen again. The questions and the responses are so insightful.
DR8449

Very informative podcasts!

I love the varied content of the podcasts. All of the podcasts have been extremely helpful to me, both those financially and non-financially focused. Listen and you will learn!
Beez199

#410 and #413 Great relevance and insight

I've been a listener since 2020 and enjoy many of the guests and topics. One that really caught my attention was David York in Episode #410 Building a Legacy that Lasts. David shared some ideas about adding purpose to estate planning that I had not considered prior to the podcast. After listening, I looked up David's Ted Talk from 2018. It was only eleven minutes and worth every second of my time. I also recently enjoyed Episode #413 Tools for Processing Grief with Krista St-Germain. Krista speaks about post-traumatic growth and weaving grief into your life. Grief isn't something to get over; it's something one lives with. Both of those episodes truly reasonated with me. Thank you so much Casey for providing great guests with insightful content.
dwm IL

Retire with purpose

As someone very near retirement I enjoy listening to podcast and guests talking about important topics to consider as you near retirement. Appreciated show on grief
ml6c

Informative and enjoyable

I’ve been listening to the podcast for the past year and look forward to continuing in 2024. I appreciate Casey’s upbeat style, the quality of guests, and the informative ideas shared for both the financial and other aspects of preparing for and living in the ‘retirement’ phase of life.
JPMD1267

Great Episode

Great episode with David York with insightful look into issues involving inheritance planning.
Murhop

New listener

I’ll admit that I’m a new listener so maybe my five stars are premature but the most recent episode I listened to was so informative that I am looking for more good digestible content. Well done!
Task Master 62

Purpose Driven Financial Advice

Casey and his team really do a great job linking purpose with financial planning and financial strategies that will bless you and your family. of the 30 financial podcast I’ve listened to over the last five years Casey’s is one of my top 3 favorites
jazzyjz2023

I’m 80 and this podcast is super helpful

I have always taken total responsibility for our family’s finances. I’m 80 and now I realize I’m the only one who knows what’s going on financially. This podcast is really helping me learn how to plan our retirement with purpose, knowledgeably, and in consort with my family. I found especially helpful the episode, 7 Principles of Estate Planning. I really want to delve more deeply into these principles as well as the 3 questions children should know the answers to.
boater03410

Estate Planning with David York

My wife and I created an estate plan for our family and recently updated it given some additional real estate we aquired. However, we simply used the cookie cutter method that David outlined in this podcast and after listening to this, I now have much more thinking I need to do before updating it again. I listed to most of these podcasts, but this was one of the first where I felt I needed to relisten and take some action. Thanks again for the great work
Wattage321

Valuable insight

What a great addition to all the financial retirement guidance available to audiences today… Retire with Purpose picks topics that challenges the audience to stretchy beyond financial calculations and evaluate the “why” of retirement. I just listened to Casey Weade and David York’s podcast and was encouraged to start having meaningful conversations with beneficiaries now…
ogaroot8240

Estate Planning podcast with David York

Comprehensive discussion on Estate Planning, common pitfalls and an objective approach to the Estate Planning process. Highly recommend, even for individuals that already have a plan in place. Very helpful guidance on protecting your wealth for future generations. Looking forward to reading David's book "Entrusted: Building a Legacy That Lasts"
JamJoeD

Retirement is more than just finances

As I approach retirement, I spend a lot of time thinking about the financial aspects of things. The more I think about retirement the more I realize it’s about finding purpose in life. This podcast really helped clarify some of my thoughts and gave me a framework that I can use in my own situation. Thank you!
xqwtuiolhfsa

First time - so glad I found this podcast series

I listened to the podcast with Joan Macdonald where she empathized that Health is Wealth ! So true! It’s refreshing to find an inspirational podcast that does not just focus on money in retirement, but also on health.
Cmdp66

Informational

I have listened to a bunch of different podcasts on retirement and this one is very informative. My wife who doesn’t listen to any retirement or financial podcasts listened to the entire podcast at my request. She is now wanting to listen more often. Thanks for a different style podcast.
cmc560

Great topics and interesting guests

I learn about topics that I had not previously considered regarding retirement planning and the myriad of options and considerations which come into play including the idea of even what retirement actually looks like for others. I recommend for one and all. Thanks and keep up the great work!
DaveB82

Keeps it relevant

I’ve listened to financial podcasts for years and this is one of the few that has continued to maintain my interest. I enjoy the weekly retirement reading topics and the continuous variety of interesting guests.
Pattyc2

Podcast: 406: Discovering The Four Phases of Retirement with Dr. Riley Moynes

I just listened to the Retire with Purpose podcast for the first time. He had Dr. Riley Moynes on the podcast. Mr. Weade did an excellent job interviewing Dr. Moynes about his latest book the Four Phases of Retirement. The conversation was both educational and entertaining. I am definitely planning on listening to future episodes of the Retire with Purpose Podcasts.
Bearcat_62_free

Great framework to think about

Retirement is more than money, and the non-monetary part is usually discussed in ethereal terms most of the time. This was a cogent presentation. Thanks!
Simpy great

Useful framework for defining retirement goals

Worthwhile listening to those considering retirement but are concerned about how that will impact their identity.
SteveH8423

Good content

The retire with purpose content is very good on the softer topics of retirement like exercising over 50 and wellness over 70. The interviews are well thought out and easy to understand. The harder side of retirement, the financial side is very interesting but not sure if the purpose is to help DIY investors vs those who have money with them. It makes me want to question what is being suggested for my investments, but it also helps direct conversations with my advisor. If you are looking for advice that is based on your purpose in retirement then this podcast will be beneficial to you.
Ccc0402

Living my best years

I just discover “Retire with Purpose”. Podcasts have listen to 3 of them. this morning I listen to an interview with Joan MacDonald which I find inspiring I’m 65 and starting to experience health issues. Would love yo read her book.
cant name

Favorite Financial Podcast

I am a CPA working in industry so this podcast is purely for my own personal growth and retirement planning. It’s a different viewpoint then you’ll find anywhere else. November 2023 update - I listen to a lot of podcasts and this one never disappoints. The content is always interesting, informative and a joy to listen to.
fma1982

Retire with Purpose 402

Fabulous show. I love how this person turned her life and health around. It’s really impressive. Great interview.
Avm12

Love this podcast!

I am new to the podcast and I don’t normally write reviews. This podcast has really opened my eyes and really made me think about life after I am fully retired.
Tennis Fan2

Another excellent podcast

Just listened to another excellent episode! I look forward to these podcast episodes to continue to learn and grow.
bgfffhhfd

Good perspectives

I build IT technology roadmaps but have never considered creating a personal legacy roadmap.
BillB738

Building strength after 50

It was a great episode I’m looking forward to implementing some of the suggestions
DShadday

Retire with a purpose

This was an awesome podcast; a must listen it has a get vision!
Bets E B

Interview with Jet Vertz

Fascinating show! I really enjoyed Casey & Jet’s discussion about having a purpose driven retirement.
Adrienne_Carpe Diem

Purpose Driven Bucket List w/ Jet Vertz

I absolutely adored this podcast and Jet's Engineer-like organized, easy to follow approach to managing retirement goals and desires. This was one of the most meaningful and useful podcasts I've ever heard on this subject and look forward to following Jet more closely. Thank you, Casey, for always providing great information and for bringing in amazing guests. Thank you, Jet, for your kindness, openness and willingness to share!
Mark99!

Great podcast!

I recommend
Rdc1125

great podcast

i’m a retired engineer and have been listening to Casey’s podcast for quite a while. He has great content and super relevant discussions on matters related to retirement - both financial and non-financial

Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.