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Retire With Purpose - The Retirement Podcast

Casey Weade
Retirement Planning
Financial Planning
Fear Of Better Options
Purpose
Client Decision Paralysis
Charitable Remainder Trusts
Loneliness
Retirement
Financial Decision-Making
Guaranteed Lifetime Income
Middlescence
Tax Efficiency
Investment Strategies
Goal Setting
Taxable Bonds
High Interest Rates
Growth Mindset
Retirement Transition
Aging Well
Aging

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, ... more

PublishesWeeklyEpisodes556Founded8 years ago
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InvestingEducationBusinessSelf-Improvement

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Latest Episodes

If you convert to a Roth today, could Congress change the rules tomorrow — and should that fear stop you from taking action?

In this episode, you'll learn:

• The truth about retroactive Roth taxation

• Why traditional IRA risk may be greater ... more

Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies designed to replace your anxiety with clarity and control. In part 4, we explore the protection anchors — and ... more

What if the fear you feel about retirement isn't a warning sign, but an invitation to step into a more meaningful, self-directed life?

In this episode, you'll learn:

• Why hitting your retirement number can increase anxiety

• The difference b... more

Today, I'm thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions, and a l... more

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Recent Guests

Jordan Grumit
Physician and retirement researcher; two-time guest on the show
The Purpose Code blog (researcher in retirement psychology)
Episode: 554: Freedom After 50: Why Retirement Fear Might Be a Sign You're Ready
Geoff Woods
Bestselling author of The AI-Driven Leader; founder of AI Leadership and the AI-Driven Leadership Collective
AI Leadership / AI-Driven Leader
Episode: 553: A Step-by-Step Guide to Leverage AI As a Thought Partner & Find Purpose In Retirement with Geoff Woods
Marshall Johnson
Certified Financial Planner practitioner
Howard Bailey Financial
Episode: 550: By the Numbers: The Anchors of Retirement Confidence, Part 2 — Building a Plan for the Next Market Crash
Ron Pevny
Founder and director of the Center for Conscious Eldering and author of Conscious Living, Conscious Aging.
Center for Conscious Eldering
Episode: 548: Conscious Aging: Finding Meaning, Purpose, and Growth in Retirement with Ron Pevny
Dr. Sharon Bergquist
Practicing physician, scientist and internationally recognized pioneer in lifestyle medicine
Emory University School of Medicine
Episode: 543: The Stress Paradox: Why the Right Kind of Stress Helps You Thrive in Retirement with Dr. Sharon Bergquist, MD
Fritz Gilbert
Award-winning blogger of The Retirement Manifesto focusing on achieving a fulfilling retirement.
The Retirement Manifesto
Episode: 537: The Most Overlooked Elements of a Successful Retirement with Fritz Gilbert
Jesse Kramer
Author of the Best Interest blog
Episode: 536: By the Numbers: Cash Out or Hold On? The Retiree's Dilemma
David McKnight
World-renowned tax specialist, author, and financial strategist
Episode: 532: Debunking Advice From Financial "Gurus" to Create An Efficient Retirement Income Plan with David McKnight
Edward McQuarrie
Professor Emeritus at Santa Clara University, financial historian, and author
Episode: 527: Challenging the Conventional Wisdom of Stocks vs. Bonds and Common Retirement Planning Strategies with Edward McQuarrie

Hosts

Casey Weade
Host of the show, CERTIFIED FINANCIAL PLANNER™, CEO of Howard Bailey Financial
Les McDaniel
Certified retirement coach and financial advisor, affiliated with Howard Bailey Financial

Reviews

4.7 out of 5 stars from 574 ratings
  • The Guru Gap.

    Fantastic interview. Looking forward of knowing more about David McKnight’s lessons.

    Apple Podcasts
    5
    lkvilla1974
    United States5 months ago
  • Always helpful information!

    Retire With Purpose is full of episodes that are incredibly useful. I learn a lot each time I listen which is wonderful for my retirement planning. Casey has great guests, such as David McKnight recently. I really enjoy the comments and questions that Casey makes because he adds to and expands the information that his guests are providing.

    Apple Podcasts
    5
    Dennie605
    United States5 months ago
  • Aloha! Always Informative and Inspirational

    Thoroughly enjoy each episode I consume. So many insightful interviews and guests providing key aspects of finance and purpose. I share many of the non Financial episodes to my friends and family as life without purpose is just bobbing like a cork getting busy dying rather than leaving a legacy of wisdom, grace, and a balance of selfless contributions and self care and reward.

    Do yourself a favor and download a few key podcasts to sample and discover that you are not alone and have a key a... more

    Apple Podcasts
    5
    5 year resident
    United States5 months ago
  • The Guru Gap

    This book/podcast is legit and peels back the onion on many of the retirement rules we all read about.

    Apple Podcasts
    5
    Tgdg5580
    United States5 months ago
  • David McKnight

    Mostly informative. However, He has a bit of the Guru vibe. Sometimes his Roth conversion strategies are a mistake.

    Apple Podcasts
    4
    Interested bystander
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience appreciates balance of money talk and personal development
Convincing mix of financial insight and life guidance
Listeners praise practical frameworks and guest quality

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

553: A Step-by-Step Guide to Leverage AI As a Thought Partner & Find Purpose In Retirement with Geoff Woods
Q: How do you balance AI with your physician or financial advisor in retirement planning?
Geoff explains he uses AI for initial analysis and the heavy lifting, but defers final decisions to licensed professionals, using AI for the supporting groundwork while maintaining human oversight.
543: The Stress Paradox: Why the Right Kind of Stress Helps You Thrive in Retirement with Dr. Sharon Bergquist, MD
Q: How do we measure that? How do we recognize which zone we're in at any given time?
There are subjective measures like feeling energized or depleted, and objective markers such as cardiometabolic health or VO2 max.
537: The Most Overlooked Elements of a Successful Retirement with Fritz Gilbert
Q: What happens after a successful retirement?
Fritz discussed the importance of transitioning smoothly into retirement and focusing on non-financial aspects.
527: Challenging the Conventional Wisdom of Stocks vs. Bonds and Common Retirement Planning Strategies with Edward McQuarrie
Q: Do you consider yourself retired?
I turned out to be a complete failure at retirement.
523: Freedom After 50: Beyond the Pyramid—Rethinking Happiness in Retirement
Q: How does this third level of happiness create resilience and allow us to actually weather those setbacks and failures?
It allows you to open up the space to enjoy those things that you do have, the nice things you do have, not as entitlement, but as an extension of grace and a gift that you've been able to receive.

Audience Metrics

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Frequently Asked Questions About Retire With Purpose

What is Retire With Purpose about and what kind of topics does it cover?

This show combines practical financial planning with lifestyle guidance for people navigating retirement or preparing for it. Episodes often blend actionable investing and tax concepts with non-financial topics like purpose, meaning, and well-being, featuring practitioner guests who bring coaching, medical, or behavioral insights to retirement. The combination of financial rigor and holistic life planning, plus a focus on mindset, resilience, and purposeful living, makes it a strong fit for listeners seeking both money management and a meaningful retirement experience.

Notable strengths include a steady emphasis on behavior, psychology, and life transitions, and guests who span finance, health, and personal development. The format frequentl... more

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Which podcasts are similar to Retire With Purpose?

These podcasts share a similar audience with Retire With Purpose:

1. Retirement Answers
2. Retirement Starts Today
3. Ready For Retirement
4. Retirement Answer Man
5. Big Picture Retirement®

How many episodes of Retire With Purpose are there?

Retire With Purpose launched 8 years ago and published 556 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Retire With Purpose?

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Where can I see ratings and reviews for Retire With Purpose?

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What guests have appeared on Retire With Purpose?

Recent guests on Retire With Purpose include:

1. Jordan Grumit
2. Geoff Woods
3. Marshall Johnson
4. Ron Pevny
5. Dr. Sharon Bergquist
6. Fritz Gilbert
7. Jesse Kramer
8. David McKnight

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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