Retire With Purpose - The Retirement Podcast

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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.

Recent Episodes

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Recent Reviews

dburgoyne

Love this podcast

I have recently retired and have really enjoyed this podcast very informative
TboneHerschel

Howard Bailey - Mary Beth Franklin Interview

Great info on Social Security claiming strategies!
Don in Calhoun

Excellent podcast

Very informative podcast. If you are in or near retirement, give it a try. You will not be sorry. The episode with Casey interviewing Ed Slott was as good as it gets. Keep up the great work Casey.
kls2055

From accumulating to spending: 20 lessons for a happy & successful retirement either Christine Benz

Great episode for someone nearing retirement and the non-financial aspects to consider. I’m looking forward to reading the book and digging in deeper.
BDLATM

From Accumulating to Spending: 20 Lessons with Christine Benz

I greatly appreciate Casey and his Team's approach to addressing the non-financial aspects of retirement. It really helps keep me thinking about what retirement can be like when properly prepared - both financially and mentally. Tthe episode with Christine Benz brought additional context to work through various methods of retirement planninmg to find one that resonates with you.
Interested bystander

Volatility is fine

But we may be headed for a very slow increase in the market for the next 10 or so years. If you are 60/40 you can probably ride this out with a 4% withdrawal rate. Sometimes macro strategies can have a disastrous effect on an economy.
Mygreen914

From Accumulating to Spending

While I listen routinely to this podcast and find all interviews to be of value, I feel this one with Christine Benz to be especially useful and applicable. The methodical approach in which she wrote her book and how Casey addressed each one from both an overarching and personal perspective greatly added to this conversation. Each individual issue addressed was pertinent to my current or future situation in some form or fashion so I found it to be quite informative. So thanks to Casey for another great episode. Kevin Taylor
Braveheart Original

Stepping off the cliff of retirement

The wisdom in this podcast has thrown me a rope to jump off the cliff of retirement both psychologically and financially. Thank you Casey!
On the Edge of Retirement

Hot Take

I appreciate the perspective that Casey brings with the “Retire with Purpose” podcast. His personal insight and unique guests are helpful to Weade thru all the financial aspects of retirement while providing great perspective on the non-financial factors that will make a difference in later life fulfillment.
Hgellman

A must listen -

I have been listening for over a year. Casey gives great information, is easy to understand, and his books are super. He has guests who discuss important issues relating to retirement. I highly recommend the podcast to anyone interested in a sucessful retirement
Open To Ideas

Are you reading my mind? So helpful!

I love this podcast. It is my go-to as I approach retirement. The recent podcast on the myths of security spoke to my head and soul! Immensely helpful. I listened and listened again. Thank you!
CAS561

Presenting the possibilities

I am relatively new to this podcast and podcasts in general; however as the topic of retirement has been front and center in my mind for the last several months, I have been exploring various podcasts to further my understanding and education. I have found this podcast different from others as it delves beyond “this is what you should do” and provides differing perspectives and deeper explanations. I also appreciate the episodes that veer from finance and explore other aspects of retirement and life.
Haneyman69

Episode 488- 20 lessons with Christine Benz

Christine Benz always has great info for anyone in any phase of retirement. Her years of experience result in tons of info for listeners. This specific podcast is full of helpful the kind of pertinent information that gets straight to the point. Great Job!
Lm23693 ready

Purpose review

My review for retire with purpose I thoroughly enjoy Casey’s comments each and every podcast especially get the most out when they have coach Less talk about items in retirement other than the financial the purpose highly recommend listening to this podcast
Lbecker866

Great Non-financial tips

I recently started listening and especially appreciate the tips on the non-financial side of retirement! Your interview with Christine Benz was great and I look forward to learning from upcoming episodes.
cnujjf

Christine Benz podcast was outstanding - thanks for having her share her wisdom

Excellent podcast!
x3qp

Good information with a good attitude

The host Casey shares practical and thoughtful information about the many aspects of how to ensure a successful retirement. His upbeat and can-do demeanor, coupled with the quality of the information are a powerful combination.
Michael H 1961

From Accumulating to Spending: 20 Lessons for a Happy & Successful Retirement with Christine Benz

One of the best retirement podcasts that I regularly listen to because it provides a nice balance of financial and lifestyle advice. I really enjoy the guests that Casey brings on the show like Christine Benz (I also appreciated the offer of a free book although I am not sure how to provide my address). Thank you for all that you do Casey!
Tod Gates

Ed Slott Interview

Loved his straightforward and practical approach to tax strategies. Looking forward to reading his book!
MB in AZ

Straight forward advice

I just started listening to the Retire with Purpose podcast and It is easy to listen to and I’ learning greater knowledge in key retirement topics. Love the variety of guests.
BengalKen

Retire with Purpose

As I get closer to retirement I have been looking to gain a better understanding of what a successful retirement would look like. Casey has provided a wealth of information that has made the thought of retirement less daunting. The interview with Christine Benz was great in reviewing strategies to consider for a less stressful transition from working to retirement.
Barachjr

Good stuff

Enjoyed the content! Not too much fluff and gets to the info quickly.
Samdrew2001

Taxes with Ed Slott

A great podcast and I highly recommend. The podcast focuses on financial aspects of retirement, plus quality of live issues in retirement. Casey’s interview with Ed Slott was very informative. Great actionable advise that could save me $$$.
jshinneman

Common Sense Advice

Thoroughly enjoyed listening to Ed’s logical approach to tax and retirement savings. Wish I had heard all of this 5 years ago but looking forward to diving deeper into many of his suggestions to see if they are appropriate for my family.
fma1982

Retire with Purpose 483

Wonderful show and interview. Ed Slot’s points about taxes and deferred retirement accounts are so clear. Because of the importance, I shared it with my family. I highly recommend this show.
MBG MN

Taxes with Ed Slott

I enjoyed Casey’s interview with Ed as very few people account for taxes when building their retirement portfolio. Highly recommend everyone tune in to this conversation. It could save you tens of thousands of dollars.
yiching

Solid!

I don’t listen to every episode but I enjoy the ones I do. Casey has an easygoing attitude and voice which makes him pleasant to listen to. I especially love his weekly curation of financial articles that he sends to your email and then he goes over one in detail. I have definitely learned a lot from his podcast.
fhjuyrdvhu

Great podcast

I love listening to Casey and his guests. I’m learning that there is a lot more to retirement than just having enough money.
Wall01803

Pertinent topics clearly explained

Casey and his guests provide clear explanations on key financial and non financial retirement topics. For me, it’s a must ‘listen to’ each week.
TB Financial Independence

Future of Taxes- Ed Slott

Always great! Best financial podcast around!
SWWW in MN

Awesome content

I am new to this podcast. I just listened to the Ed Slott episode about Roth conversions and it is one of the most valuable podcast episodes I have ever listened to. My kids have asked me for years if they should save with regular or Roth 401ks and I’ve never had a good answer. Until now. It also opened my eyes to what I need to start doing with my own IRAs. Highly recommend!!
Rambo45

Great retirement podcast

I love the podcast and have listened to over 20 episodes. I really like the mix of financial and non-financial topics. Thanks for doing this.
dgrowl1

Keeps getting better!

I’ve been listening to this podcast for over a year now as I prepare for retirement. The show keeps getting better and better. Lots of good financial advice and short form discussions and article reviews, but the long form, non-financial episodes keep bringing me back. For example—Episode #472 with George Kinder was awesome. Really brought together several concepts that you might thinking about separately. Well done, and keep it up.
littlebear574

Book review

I went to high school with Casey and love listening to his podcast.
JohnPa

Thought provoking

I started following the podcast about a month ago after reading an article about how the firm added a retirement coach to their team. I’ve listened to over 20 episodes and learned something from each one. I’ve spoken with Les and am considering signing up for a coaching program.
jgro9405

Retirement alone doesn’t equal happiness!

I love the content of this podcast because it focuses on a mix of the non- financial aspects of retirement, as well as financial considerations. Very informative and great guests.
abh6

Engaging content!

Retire with Purpose has a great mix of practical financial advice with discussions on the softer aspects of retirement. I especially like that they incorporate actual articles about retirement to help with the discussions.
Joe f131

Very informative

Each show provides wisdom and insight on preparing for retirement.
FPtoNC

Very informative

I’m a CPA and finance guy but I enjoy the non financial topics the most.
Bobby mcphil

Fantastic Podcast

Very informative show with great guests!
MommiMichelle

Listen Every Week

I enjoy this podcast and listen almost every week. I like the shorter episodes on Fridays and the longer ones every other week. I also like the focus not only on financial planning but on life planning as well.
Gugz27

Another valuable nugget

Thoroughly enjoyed the podcast with George Kinder! Great takeaways.
Trevor Oldham

Awesome!

One of my new fav shows.
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.