Casey Weade

Retire With Purpose - The Retirement Podcast

The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financial news and resources on topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, wealth transfer and estate planning strategies, long-term healthcare, social security and much more. Casey has ran one of the fastest growing and most successful retirement planning companies in the US for over a decade, putting his firm in the top 1 percent of independent advisory practices in the country. He is now ready to share the cutting edge retirement strategies with you that has led his practice to get to where it is today. 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. These messages have been delivered by Casey through authoring multiple retirement planning books, airing over 200 television shows, 300 radio shows and appearing on major news outlets across the country.

  • 245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say

    October 22, 2021

    245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say

  • 244: What You Need To Know About The Confusing Roth IRA Five-Year Rule

    October 15, 2021

    244: What You Need To Know About The Confusing Roth IRA Five-Year Rule

  • 243: Rewiring to Retire with Dr. Gillian Leithman

    October 11, 2021

    243: Rewiring to Retire with Dr. Gillian Leithman

  • 242: Financial Conversation Starters for Couples

    October 8, 2021

    242: Financial Conversation Starters for Couples

  • 241: Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies

    October 1, 2021

    241: Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies

  • 240: A Forecast of the Economy and Social Security with Larry Kotlikoff

    September 27, 2021

    240: A Forecast of the Economy and Social Security with Larry Kotlikoff

  • 239: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs

    September 24, 2021

    239: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs

  • 238: What The New Outlook For Social Security Means For You

    September 17, 2021

    238: What The New Outlook For Social Security Means For You

  • 237: Shifting Gears and Rethinking the Boundaries of Retirement with Richard Haiduck

    September 13, 2021

    237: Shifting Gears and Rethinking the Boundaries of Retirement with Richard Haiduck

  • 236: My Investing Nightmare

    September 10, 2021

    236: My Investing Nightmare

  • 235: Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization

    September 3, 2021

    235: Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization

  • 234: Creating a Purposeful Work Life in Retirement with Bob Foley

    August 30, 2021

    234: Creating a Purposeful Work Life in Retirement with Bob Foley

  • 233: How Can I Make Sure The Money I’ve Saved Will Last My Whole Retirement?

    August 27, 2021

    233: How Can I Make Sure The Money I’ve Saved Will Last My Whole Retirement?

  • 232: My 'Too Hard' Pile Is Pretty Big

    August 20, 2021

    232: My 'Too Hard' Pile Is Pretty Big

  • 231: Making a Successful Transition into Retirement with Joe Casey

    August 16, 2021

    231: Making a Successful Transition into Retirement with Joe Casey

  • 230: What’s the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?

    August 13, 2021

    230: What’s the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?

  • 229: What I Learned From My 'Faux-tirement'

    August 6, 2021

    229: What I Learned From My 'Faux-tirement'

  • 228: Why Retirement Is NOT the Goal with Kary Oberbrunner

    August 2, 2021

    228: Why Retirement Is NOT the Goal with Kary Oberbrunner

  • 227: Overthinking Your Money: Avoiding Analysis Paralysis

    July 30, 2021

    227: Overthinking Your Money: Avoiding Analysis Paralysis

  • 226: Kitces: The Big Problem With 'Risk Tolerance'

    July 23, 2021

    226: Kitces: The Big Problem With 'Risk Tolerance'