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Retire With Purpose - The Retirement Podcast

Casey Weade
Retirement Planning
Financial Planning
Retirement
Social Security
Investment Strategies
Investment Strategy
Behavioral Finance
Financial Independence
Purpose
Personal Growth
Personal Finance
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

PublishesWeeklyEpisodes572Founded8 years ago
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Latest Episodes

Could AI be the force preventing a recession, and are today's biggest AI winners only the beginning of a much larger economic transformation?

As part of our "By the Numbers" series, topics covered in this episode include:

• Why market "breadth... more

You've accrued wealth to finally retire, but your "best" retirement involves learning how to enjoy the life your wealth was meant to support. As part of our "Freedom After 50" series, hospice doctor Jordan Grumet explores how to discover what truly b... more

What if your Social Security benefit is worth far more than you realize, and the decision of when to claim it could be one of the biggest financial choices you'll ever make?

As part of our "By the Numbers" series, topics covered in this episode in... more

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

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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
Jesse Kramer
Contributor to the Best Interest blog and Weekend Reading participant
Best Interest blog / Weekend Reading
Episode: 562: By the Numbers: Why Your Tax Refund Isn't What You Think
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
Fritz Gilbert
Author and retirement strategist behind The Retirement Manifesto
The Retirement Manifesto
Episode: 558: By the Numbers: The Bucket Strategy vs. 60-40 - Who Really Wins?
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

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 585 ratings
  • Rethinking the 4% Rule for Today’s Retirees with Bill Bengen

    One of the best retirement podcasts that I regularly listen to because it provides episodes that are focused on the financial aspect of retirement, but also has dedicated episodes that discuss the lifestyle challenges during retirement.

    The podcast often has great guests like Bill Bengen and Christine Benz who offer their unique perspectives. Thank you for all that you do Casey!

    Apple Podcasts
    5
    Michael H 1961
    United States20 days ago
  • Great podcast

    Always very useful content from Casey. Thanks for all you do!

    Apple Podcasts
    5
    BR Schnaith
    United States21 days ago
  • Excellent podcast

    Great interview with Bill Bengen in the latest episode. Really enjoy the “By The Numbers” episodes as well. If you haven’t listened before, give it a try. Keep up the good work!

    Apple Podcasts
    5
    Don in Calhoun
    United States22 days ago
  • Great guest!

    Really love the show and the episode with Bill and the 4% rule. Appreciate his massaging of the rule for longer horizons, inheritance plans, and asset allocation.

    Apple Podcasts
    5
    Dakota#524
    Canada22 days ago
  • Bill Bengen interview

    Great episode! Loved hearing from Bill about how his model has evolved.

    Apple Podcasts
    5
    IamTHEGiGi
    United States22 days 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 572 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. Jesse Kramer
5. Dr. Jordan Grumet
6. Marshall Johnson
7. Michael Long
8. Fritz Gilbert

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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