Retire With Purpose - The Retirement Podcast

584: The Market Concentration Myth: Is Your Portfolio Riskier Than You Think?

You may own hundreds of stocks, but that doesn't necessarily mean you're diversified. Discover where concentration risk is really hiding and what you can do about it. I

583: The 4 Fundamentals of a Thriving Retirement

Your finances may be ready to enter your second act, but retirement coach Joe Casey explains why the bigger question is whether you've prepared for the life, relationship

582: Should You Stop Saving for Retirement? The Surprising Truth

Could doing everything "right" with your retirement savings actually be limiting your financial freedom?  As part of our "By the Numbers" series, in this episode, you'l

581: Are You Socially Fit for Retirement?

What if one of the biggest keys to a healthy, meaningful retirement has nothing to do with money? Author and psychology professor Dr. Marc Schulz reveals why your relatio

580: Die With Zero: Rethinking Wealth, Retirement, and Fulfillment with Bill Perkins

Today, I'm excited to welcome Bill Perkins to the podcast. Bill is an entrepreneur, hedge fund manager, investor, and bestselling author of Die With Zero: Getting All You

579: Will Social Security Really Run Out? What Retirees Need to Know

Headlines say Social Security is going bankrupt, but the real story is far more nuanced, and understanding it could help you make smarter retirement decisions before it's

578: The Fear of Running Out vs. The Fear of Missing Out

When it comes to a confident retirement, what if the biggest risk isn't running out of money, but waiting too long to enjoy it? As part of our "Freedom After 50" series,

577: Long-Term Investing: What Many Retirees Get Wrong

Everyone says to "invest for the long term," but what does that actually mean when you're approaching or living in retirement?  As part of our "By the Numbers" series, 

576: The Retirement Exercise That Changes Everything

What if one simple exercise could help you uncover what truly brings you joy, clarify your purpose, and shape a more meaningful retirement?  As part of our "Freedom Aft

575: Why Your Health Is Your Greatest Retirement Asset with Dr. Phil Pearlman

Today, I'm excited to welcome Dr. Phil Pearlman to the podcast. Phil is the founder of the Pearl Institute, a clinical psychologist, former financial executive, and one o

574: Why Most Stocks Fail (And What Retirees Need to Know)

Your greatest investment risk may not be missing the market, but relying on your ability to identify the small handful of stocks that become the next big winners.  As p

573: The Life Transition Every Retiree Must Learn to Master

Retirement isn't just about leaving your career; it's about learning how to navigate one of life's biggest transitions with confidence and resilience. As part of our "Fre

572: Is AI Carrying the Entire Stock Market?

Could AI be the force preventing a recession, and are today's biggest AI winners only the beginning of a much larger economic transformation?  As part of our "By the Nu

571: You've Saved for Retirement — So Why Does Spending Still Feel Wrong?

You've accrued wealth to finally retire, but your "best" retirement involves learning how to enjoy the life your wealth was meant to support. As part of our "Freedom Afte

570: Is Your Social Security Really Worth $1 Million?

What if your Social Security benefit is worth far more than you realize, and the decision of when to claim it could be one of the biggest financial choices you'll ever ma

569: Rethinking the 4% Rule for Today's Retirees with Bill Bengen

Today, I'm honored to welcome Bill Bengen to the podcast. Bill is widely known as the father of the 4% Rule and as one of the most influential retirement-income researche

568: The 4 Emotional Phases of Retirement with Fritz Gilbert

What happens when the retirement you worked so hard for doesn't feel as fulfilling as you imagined, and how can you rediscover purpose, structure, and joy in this next ch

567: Hidden Estate Planning Risks Retirees Overlook

Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind?  Topics covered in this

566: Freedom After 50: How to Avoid Retirement Shock and Find Purpose Again with Mike Drak

Retirement isn't always the carefree finish line people imagine. For many, it marks the start of a deeper search for purpose, identity, and fulfillment.  Topics covered

565: By the Numbers: Why 42% of Inheritances Disappear Within a Year

What if the biggest risk to your legacy isn't taxes, but what your heirs do with the money once it's in their hands?  Topics covered in this episode:  Emotional and p