Retire With Purpose - The Retirement Podcast

Updated: 23 May 2025 • 502 episodes
retirewithpurpose.com/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.

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What does your future retirement look like? Whether your path includes unexpected challenges, careful frugality, or joyful surprises, it's vital to prepare for known unknowns, and build a resilient future that adapts to life’s curveballs.  In this episode, we discuss:  Why retirement isn’t linear How to plan for differ

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Do you ever experience those moments when something doesn’t feel quite right? Your body and spirit have ways of alerting you when it's time for recalibration, often with persistent whispers that grow louder the longer you ignore them.    In this episode, we discuss:  The power of listening to your intuition Daily actio

38 min
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Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retirement income planning today. You've likely come across his work in Morningstar, Kiplinger, and our Weekend Reading series—a

57 min
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How can you use the recent market crisis to refine both your portfolio and your character?  In this episode, we discuss:  Why times of turmoil are opportunities for personal growth How to reinterpret stressors as forward-thinking steps Inaction vs. action: How to decide which is best for your portfolio amidst times of

25 min
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True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning?  In this episode, we discuss:  The 50/30/20 Rule and how to align it with your values Debt ratios: Is your debt for sur

38 min
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Conventional financial wisdom encourages you to delay collecting Social Security benefits until age 70, but in certain cases, your “optimal” claiming age might actually be to pull benefits early.    In this episode, we discuss:  Factors that benefit filing early Your “breakeven” number of filing early vs. later How you

22 min
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