
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
| Publishes | Weekly | Episodes | 569 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationSelf-ImprovementBusiness | |||

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Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind?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
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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!
I recently retired and this podcast is so helpful! I especially like the episodes about non financial subjects.
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.
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
I just listened to the AI episode and loved it very informative thanks so much for sharing
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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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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These podcasts share a similar audience with Retire With Purpose:
1. Retirement Starts Today
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3. Retirement Answer Man
4. Ready For Retirement
5. Big Picture Retirement®
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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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
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