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Investing · Casey Weade

Retire With Purpose - The Retirement Podcast

by Casey Weade

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. 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. ©2026 HOWARD BAILEY FINANCIAL, INC.

Latest episodes

Showing 20 · updated from the feed

592: The Retirement Income Strategy That Could Help You Spend More

New research is challenging the way we think about the 4% rule — and revealing why a smarter retirement income strategy may be less about preserving every dollar and more

Oct 16
23 min

591: The Art of Living a More Interesting Life in Retirement

Today, I'm excited to welcome Dr. Lorraine Besser to the podcast. Lorraine is a philosopher and author of The Art of Interesting: What We Miss in Our Pursuit of the Good

Oct 12
49 min

590: The ABCs of a Meaningful Retirement

What if retirement isn't the end of your story, but the beginning of one of its most meaningful chapters? Best-selling author Bruce Feiler explores how to rediscover purp

Oct 9
19 min

589: The Hidden Tax Drag That Could Cost You Millions

The market's return is only part of the story. Find out how taxes can quietly erode your retirement wealth and the planning strategies that can help you keep more of what

Oct 2
28 min

588: The 90-10 Rule: What Really Matters After You Retire

What if the thing you spend 90% of your time planning for before retirement becomes the thing you think about least once you get there? Fritz Gilbert of The Retirement Ma

Sep 25
20 min

587: Why Age-Gap Couples Need a Different Retirement Plan

If you and your spouse are several years apart in age — or simply plan to retire at different times — this episode reveals the financial and relationship challenges most

Sep 18
25 min

586: Why Social Connections Are Essential for a Healthy Retirement

Today, I'm excited to welcome Ken Stern to the podcast. Ken is the founder and chair of the Longevity Project, host of Century Lives from the Stanford Center on Longevity

Sep 14
55 min

585: The U-Curve of Happiness: Why Life Gets Better with Age

What if getting older doesn't mean losing happiness, but gaining more of it? Author Don Ezra explores the surprising science behind the U-curve of happiness and why persp

Sep 11
23 min

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

Sep 4
27 min

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

Aug 28
22 min

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

Aug 21
27 min

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

Aug 14
32 min

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

Aug 10
57 min

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

Aug 7
18 min

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,

Jul 31
16 min

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, 

Jul 24
23 min

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

Jul 17
21 min

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

Jul 13
1 h 02 min

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

Jul 10
32 min

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

Jul 3
19 min

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#102
all-time peak
335
days in the top 200 since Nov 2024

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Where Retire With Purpose - The Retirement Podcast ranks today in each Apple Podcasts chart (US, Oct 22, 2026).

#176 ▼ 19 Investing US

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