
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 | 556 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationBusinessSelf-Improvement | |||

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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Fantastic interview. Looking forward of knowing more about David McKnight’s lessons.
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.
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
This book/podcast is legit and peels back the onion on many of the retirement rules we all read about.
Mostly informative. However, He has a bit of the Guru vibe. Sometimes his Roth conversion strategies are a mistake.
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Apple Podcasts | #242 |
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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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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®
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.
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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.