Retire With Purpose - The Retirement Podcast podcast

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 Founder 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. 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 finra.org/investors/professional-designations. ©2024 HOWARD BAILEY FINANCIAL, INC.

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 Founder 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. 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 finra.org/investors/professional-designations. ©2024 HOWARD BAILEY FINANCIAL, INC.

 

#538

538: Freedom After 50: Why Enough Is a Mindset, Not a Number

What if the biggest obstacle to a joyful retirement isn't your money — but the belief that... more

Yesterday

25 MINS

25:38

Yesterday


#537

537: The Most Overlooked Elements of a Successful Retirement with Fritz Gilbert

Today, I'm thrilled to welcome Fritz Gilbert back for his second appearance on the podcast... more

08 Dec 2025

1 HR 07 MINS

1:07:16

08 Dec 2025


#536

536: By the Numbers: Cash Out or Hold On? The Retiree's Dilemma

With talk of bubbles, corrections, and overvaluation dominating the headlines, we unpack h... more

05 Dec 2025

38 MINS

38:52

05 Dec 2025


#535

535: Freedom After 50: The "Unforgivable Sin" in the Second Half of Life

Discover why the biggest barrier to deeper relationships after 50 isn't conflict — it's th... more

28 Nov 2025

29 MINS

29:51

28 Nov 2025


#534

534: By the Numbers: Gold vs. Stocks — What the Data Says About Retirement Portfolios

Gold has been surging lately, but is it truly a golden opportunity for retirees, or just a... more

21 Nov 2025

27 MINS

27:59

21 Nov 2025


#533

533: By the Numbers: The Case for "Good Enough" — Why Simplicity Often Beats Perfection in Retiremen...

Could striving for the "perfect" portfolio be holding you back from the fulfilling, financ... more

14 Nov 2025

18 MINS

18:54

14 Nov 2025


#532

532: Debunking Advice From Financial "Gurus" to Create An Efficient Retirement Income Plan with Davi...

Today, I'm speaking with David McKnight. David is a best-selling author, world-renowned ta... more

10 Nov 2025

1 HR 01 MINS

1:01:25

10 Nov 2025


#531

531: By the Numbers: Why Retirees Often Spend Too Little, Too Late

Discover what new research reveals about how retirees actually spend their money — and why... more

07 Nov 2025

26 MINS

26:21

07 Nov 2025


#530

530: Freedom After 50: How Challenge Rekindles Purpose in Your Next Chapter

What if the key to a fulfilling retirement isn't about relaxation — but about doing the ha... more

31 Oct 2025

26 MINS

26:31

31 Oct 2025


#529

529: By the Numbers — Your Financial Wake-Up Call: How to Stop Delaying the Decisions That Matter Mo...

What's really holding you back from taking that next financial step? Join us as we explore... more

24 Oct 2025

22 MINS

22:35

24 Oct 2025


#528

528: Freedom After 50: Finding Peace in the Mystery – Why Financial Control Is an Illusion

The belief that more data equals more control is an illusion. Our obsession with finding t... more

17 Oct 2025

36 MINS

36:34

17 Oct 2025


#527

527: Challenging the Conventional Wisdom of Stocks vs. Bonds and Common Retirement Planning Strategi...

Today, I'm speaking with Edward McQuarrie. Ed is the Professor Emeritus at Santa Clara Uni... more

13 Oct 2025

1 HR 00 MINS

1:00:07

13 Oct 2025


#526

526: Rethinking Social Security: Why Waiting Until 70 Isn't Always Best

What if the common advice to wait until age 70 for Social Security isn't always the best m... more

10 Oct 2025

30 MINS

30:22

10 Oct 2025


#525

525: Freedom After 50: 12 Belief Traps Keeping You from a Meaningful and Impactful Retirement

Retirement is about more than finances — it's about meaning and growth. Join us as we expl... more

03 Oct 2025

39 MINS

39:38

03 Oct 2025


#524

524: A New 4-Bucket Approach to Investing Before and After Retirement

You're told to shift from "growth" to "protection" the moment you retire and leave the wor... more

26 Sep 2025

23 MINS

23:00

26 Sep 2025


#523

523: Freedom After 50: Beyond the Pyramid—Rethinking Happiness in Retirement

Many of us spend decades climbing Maslow's pyramid — seeking security, comfort, and experi... more

19 Sep 2025

29 MINS

29:21

19 Sep 2025


#522

522: The Six Pillars to Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 2

Living longer is one thing. Living well is another. In Part 2 of my conversation with Dr. ... more

15 Sep 2025

40 MINS

40:50

15 Sep 2025


#521

521: 5 Timeless Proverbs for a Wise and Wealthy Retirement

What can ancient wisdom teach us about modern retirement? From budgeting with freedom to p... more

12 Sep 2025

30 MINS

30:47

12 Sep 2025