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Retire With Purpose - The Retirement Podcast

Casey Weade
Retirement Planning
Financial Planning
Retirement
Social Security
Investment Strategies
Investment Strategy
Financial Independence
Behavioral Finance
Purpose
Personal Finance
Personal Growth
Inflation
Core Values
Diversification
S&P 500
Wealth Management
Relationships
Self-Awareness
Estate Planning
Retirement Readiness

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

PublishesWeeklyEpisodes569Founded8 years ago
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Artwork for Retire With Purpose

Latest Episodes

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 researchers in history. His groundbreaking research transformed the way financial advisor... more

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 chapter of life?

As part of our "Freedom After 50" series, topics covered in th... more

Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind?

Topics covered in this episode:

• The biggest misconceptions retirees have about wills vs. trusts

... more

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 in this episode:

• Why so many retirees experience "retirement shock" after... more

Key Facts

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Recent Guests

Mike Drak
Author and retirement expert who experienced retirement shock after a long banking career
Author, Speaker
Episode: 566: Freedom After 50: How to Avoid Retirement Shock and Find Purpose Again with Mike Drak
Jesse Cramer
Founder and writer of the Best Interest blog; host of Personal Finance for Long-Term Investors podcast
Best Interest blog; Personal Finance for Long-Term Investors podcast
Episode: 564: Signal vs. Noise: How to Make Smarter Retirement Planning Decisions with Jesse Cramer
Jet Vertz
Author of The Purpose Driven Retirement; URI Osher Lifelong Learning instructor
University of Rhode Island Osher Lifelong Learning Institute
Episode: 563: Freedom After 50: From Bucket List to Life Strategy with Jet Vertz
Dr. Jordan Grumet
Physician and financial thought leader, author of The Purpose Code and host of Invest and Earn Podcast
Sub stack The Purpose Code; Invest and Earn Podcast
Episode: 561: Freedom After 50: The 80% Rule That Could Change Your Retirement Timeline with Jordan Grumet, MD
Marshall Johnson
Certified Financial Planner Practitioner, good friend and guest on the show
Episode: 560: By the Numbers: Can You Really Beat the Market by Avoiding the Worst Days?
Michael Long
Physicist, writer, author of Taming the Molecule of More, The Molecule of More; Georgetown University educator
Author and educator
Episode: 559: How Dopamine Shapes Your Motivation, Happiness, and Purpose in Retirement with Michael Long
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
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

Hosts

Casey Weade
Host of the show; introduces topics and guides discussion; affiliated with Howard Bailey Financial/Howard Bailey Securities, LLC.
Marshall Johnson
Certified Financial Planner Practitioner; co-host on By The Numbers segments; provides financial planning expertise.

Reviews

4.7 out of 5 stars from 579 ratings
  • Episodes that really make you think. Content no one else is discussing in this space

    Kudos to Casey on where this podcast is taking us all. Recent episodes like Jordan Grumet (ep 561), Michael Long (ep 559), and Geoff Woods (ep 553) have been terrific learning and growth experiences. So yes, this podcast can teach you some of the financial ins and outs of retirement, but it does much more than that. Thank you Casey!

    Apple Podcasts
    5
    HotelArizona
    United Statesa month ago
  • Great podcast

    I recently retired and this podcast is so helpful! I especially like the episodes about non financial subjects.

    Apple Podcasts
    5
    TPClaire4444
    United Statesa month ago
  • The Four Pillars of investing with Willaim Bernstein

    I just found this podcast when searching for William Bernstein. The interview was very informative for me in that I've been retired for 10 years and looking for shifting my investment strategy.

    I have already 'won the game'. When I heard that I stopped worrying. Now I need a low cost strategy to move forward.

    Really appreciate what your doing here Casey.

    Apple Podcasts
    5
    aeminten
    United States3 months ago
  • Leveraging AI

    While I listen routinely to this podcast and find all interviews to be of value, I feel this one was especially relevant to the ever-changing nature of technology and how AI can play a key role in retirement planning. I especially liked how Geoff Woods walked podcast participant through the steps one should take to produce information needed to take appropriate action steps. So thanks to Casey for another great episode. Kevin Taylor

    Apple Podcasts
    5
    Mygreen914
    United States3 months ago
  • Love this podcast

    I just listened to the AI episode and loved it very informative thanks so much for sharing

    Apple Podcasts
    5
    dburgoyne
    United States3 months ago

Listeners Say

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

Non-financial topics are welcomed and valued by many listeners.
Listeners appreciate the blend of financial rigor with life meaning and purpose.
Content is consistently practical, data-driven, and actionable for retirement planning.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

566: Freedom After 50: How to Avoid Retirement Shock and Find Purpose Again with Mike Drak
Q: What should someone consider before they retire to avoid costly mistakes?
Have a concrete plan for what will fill your hours, test ideas before retiring, and consider a phased approach with part-time or volunteer work to maintain identity and purpose.
566: Freedom After 50: How to Avoid Retirement Shock and Find Purpose Again with Mike Drak
Q: Is there a risk of a second retirement shock after starting a part-time phase?
The risk exists if you swing between leisure and full retirement without a planned balance; a deliberate mix of leisure and purposeful activity helps prevent another shock.
566: Freedom After 50: How to Avoid Retirement Shock and Find Purpose Again with Mike Drak
Q: What part hurt the most when you first lost your career?
The loss of structure and purpose, which led to depression and weight loss, highlighted how essential daily routines and meaningful work are even outside financial concerns.
564: Signal vs. Noise: How to Make Smarter Retirement Planning Decisions with Jesse Cramer
Q: How should retirees approach tax planning and Roth conversions?
He suggests starting with a lifetime tax projection, understanding the eight before-and-after tax scenarios, and recognizing that Roth conversions can be beneficial for some but not all; the decision should be tailored to individual tax paths and future rates.
564: Signal vs. Noise: How to Make Smarter Retirement Planning Decisions with Jesse Cramer
Q: What is signal versus noise, and where did the concept come from?
Jesse explains it as an engineering-origin framework: signal is the meaningful data we should pay attention to, while noise is the distracting data that sways opinions without improving outcomes. He emphasizes applying this to retirement planning and media consumption to avoid chasing headlines.

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?

The show blends practical retirement planning with broader life meaning, pairing financial topics with psychology, behavior, and lifestyle considerations. Listeners browse actionable frameworks—from bucket strategies and tax thinking to AI-assisted planning and purpose-driven retirement—delivered through data-driven episodes, expert guests, and real-world case studies. Unique strengths include a steady mix of financial rigor and holistic, purpose-focused discussions, plus a recurring emphasis on how meaning, agency, and daily structure shape retirement outcomes. This makes it particularly useful for pre-retirees and retirees seeking both money management and life Design guidance, as well as for guests and sponsors aligned with thoughtful, l... 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 Starts Today
2. Retirement Answers
3. Retirement Answer Man
4. Ready For Retirement
5. Big Picture Retirement®

How many episodes of Retire With Purpose are there?

Retire With Purpose launched 8 years ago and published 569 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Retire With Purpose?

Recent guests on Retire With Purpose include:

1. Mike Drak
2. Jesse Cramer
3. Jet Vertz
4. Dr. Jordan Grumet
5. Marshall Johnson
6. Michael Long
7. Jordan Grumit
8. Geoff Woods

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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