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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
High Interest Rates
Taxable Bonds
Retirement Transition
Growth Mindset
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 Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retireme... more

PublishesWeeklyEpisodes540Founded7 years ago
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Artwork for Retire With Purpose

Latest Episodes

If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension?

In this episode, we discuss:

• Why fear persists even with a strong financial plan

• Dangers of letting the news cycle sha... more

Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow?

In this episode, we discuss:

• Why some retirees intentionally harvest capital gains

• How the 0% bracket really works

• W... more

What if the biggest obstacle to a joyful retirement isn't your money — but the belief that you never have enough of it?

In this episode, we discuss:

• Why "having enough" is both a financial and emotional question

• When saving "too well" cre... more

Today, I'm thrilled to welcome Fritz Gilbert back for his second appearance on the podcast. Fritz is an award-winning blogger and author of The Retirement Manifesto, one of the most influential retirement blogs in the country. He has now been retired... more

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Recent Guests

Jesse Kramer
Writer known for topics on retirement and financial planning
The Best Interest Blog
Episode: 539: By the Numbers: The Real Math Behind Tax Gain Harvesting vs. Roth Conversions
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
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
Dr. Bobby Dubois
Board certified internal medicine physician, scientist, and wellness expert
Live Long and Well Podcast
Episode: 520: The Six Pillars of Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 1
Dr. Daniel Crosby
Chief Behavioral Officer at Orion Advisor Solutions, psychologist and behavioral finance expert
Orion Advisor Solutions
Episode: 515: The Soul of Wealth: Bridging the Gap Between Money and Happiness with Daniel Crosby, PhD
William Bernstein
A leading voice in personal finance, asset allocation, and retirement strategy.
Efficient Frontier Advisors
Episode: 510: Managing Investment Risk When You've Already Won The Game with William Bernstein
Dr. Ross Andel
A gerontologist and professor at Edson College of Nursing and Health Innovation, known for his research on cognitive aging.
ASU, Arizona State University
Episode: 504: How to Stay Sharp and Prevent Cognitive Decline in Retirement with Dr. Ross Andel
David Blanchett
Managing Director and Portfolio Manager, Head of Retirement Research at PGIM DC Solutions
PGIM DC Solutions
Episode: 499: Retirement Income Strategies to Quell Inflation Fears and Spend Comfortably with David Blanchett

Host

Casey Weade
A CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Casey Weade hosts discussions centered on financial planning and personal fulfillment for retirement.

Reviews

4.7 out of 5 stars from 568 ratings
  • The Guru Gap.

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

    Apple Podcasts
    5
    lkvilla1974
    United Statesa month 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 Statesa month 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 States2 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 States2 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 States2 months ago

Listeners Say

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

The host's ability to engage expert guests in a comprehensible manner is frequently highlighted as a major strength of the show.
Listeners appreciate the balance of financial and personal growth topics, which are rarely addressed together in retirement-focused media.
Some feedback suggests that the content could also benefit younger audiences preparing for retirement, indicating an appreciation for broadened audience reach in thematic areas.
Many listeners express gratitude for the actionable advice and the holistic approach towards achieving fulfillment in retirement.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
522: The Six Pillars to Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 2
Q: How do I find someone or a quarterback that can help coordinate all these different elements from specific health to body makeup, to mental drivers?
There isn't a traditional service for this. A good primary care doctor can be one approach, but otherwise, you might act as your own quarterback or seek separate specialists.
522: The Six Pillars to Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 2
Q: Are there proven natural ways to unclog your arteries?
There is little evidence to show that you can reversely unclog arteries; managing risk factors is generally just as effective.

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?

Content focuses on equipping listeners with essential financial insights and strategies for navigating retirement and the pre-retirement phase. Episodes feature discussions on topics ranging from tax planning and Social Security strategies to emotional and psychological aspects of retiring, emphasizing holistic life preparation. The show also includes expert guests who provide diverse perspectives on achieving not just financial independence but overall fulfillment in retirement. This unique combination of financial and personal development themes sets it apart, making it appealing to those seeking a balanced approach to life after work.

Where can I find podcast stats for Retire With Purpose?

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How many listeners does Retire With Purpose get?

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What are the audience demographics for Retire With Purpose?

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How many subscribers and views does Retire With Purpose have?

To see how many followers or subscribers Retire With Purpose has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Ready For Retirement
4. Retirement Answer Man
5. Big Picture Retirement®

How many episodes of Retire With Purpose are there?

Retire With Purpose launched 7 years ago and published 540 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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. Jesse Kramer
2. Fritz Gilbert
3. David McKnight
4. Edward McQuarrie
5. Dr. Bobby Dubois
6. Dr. Daniel Crosby
7. William Bernstein
8. Dr. Ross Andel

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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