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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
Inflation
Personal Growth
Personal Finance
Diversification
Core Values
S&P 500
Wealth Management
Stock Market
Relationships
Self-Awareness
Estate Planning

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

PublishesWeeklyEpisodes584Founded8 years ago
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InvestingBusinessEducationSelf-Improvement

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Latest Episodes

You may own hundreds of stocks, but that doesn't necessarily mean you're diversified. Discover where concentration risk is really hiding and what you can do about it.

In this episode, you'll learn:

• Why owning an S&P 500 index fund may expose y... more

Your finances may be ready to enter your second act, but retirement coach Joe Casey explains why the bigger question is whether you've prepared for the life, relationships, health, learning, and fun that come after work.

In this episode, you'll lea... more

Could doing everything "right" with your retirement savings actually be limiting your financial freedom?

As part of our "By the Numbers" series, in this episode, you'll learn:

• Why "max out your 401(k)" isn't always the right answer

• The ove... more

What if one of the biggest keys to a healthy, meaningful retirement has nothing to do with money? Author and psychology professor Dr. Marc Schulz reveals why your relationships, social connections and "social fitness" may play a surprisingly importan... more

Key Facts

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Stay Wealthy Retirement PodcastTaylor Schulte, CFP®

Recent Guests

Marc Schulz
Associate Director of the Harvard Study of Adult Development, Professor of Psychology, Director of the Data Science Program at Bryn Mawr College, co-author of The Good Life
Harvard Study of Adult Development; Bryn Mawr College
Episode: 581: Are You Socially Fit for Retirement?
Bill Perkins
hedge fund manager, entrepreneur, author of Die With Zero
Skyler Capital; Brissa Max Holdings; SinMax
Episode: 580: Die With Zero: Rethinking Wealth, Retirement, and Fulfillment with Bill Perkins
Mike Drak
Author and retiree lifestyle expert
Episode: 578: The Fear of Running Out vs. The Fear of Missing Out
Dr. Phil Pearlman
Founder of the Pearl Institute, author of Prime Cuts newsletter, former CBO/CMO at Osprey Funds, psychologist
Pearl Institute; Howard Bailey (hosting platform)
Episode: 575: Why Your Health Is Your Greatest Retirement Asset with Dr. Phil Pearlman
Bruce Feiler
America's leading voice on life transitions, family, meaning, and ritual
Author of A Time Together
Episode: 573: The Life Transition Every Retiree Must Learn to Master
William Bengen
Renowned retirement income researcher and originator of the 4% rule
MIT (education), retirement research community
Episode: 569: Rethinking the 4% Rule for Today's Retirees with Bill Bengen
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

Host

Casey Weade
Host with fiduciary financial planning background; frequently discusses retirement strategies and life planning.

Reviews

4.7 out of 5 stars from 590 ratings
  • Casey is one of my AI truth tellers

    I’ve built an AI tool to help my team with Investment & Retirement Education and Casey is one of the advisors I’ve included. Always provides well thought out podcasts with clear information.

    Apple Podcasts
    5
    irbdave25
    United Statesa month ago
  • Die with zero

    Bill Perkins is the man. I see way too many friends and relatives that have a major issue with spending their money in retirement. I think Bill has it right.

    Apple Podcasts
    5
    Tgdg5580
    United Statesa month ago
  • Both financial & non financial advice

    This podcast has a great blend of financial and nonfinancial topics and both are important.

    Apple Podcasts
    5
    Dow Jane
    United States2 months ago
  • Helpful!

    Excellent insight into retirement planning.

    Apple Podcasts
    5
    CWTIV
    United States2 months ago
  • Rethinking the 4% rule…

    Excellent podcast!

    Apple Podcasts
    5
    cnujjf
    United States2 months ago

Listeners Say

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

Some episodes are highlighted as especially useful for long-term horizon thinking and life transitions.
Guests and topics consistently blend financial planning with non-financial aspects like health and purpose.
Listeners praise the data-driven, practical retirement guidance.
Audience appreciates approachable explanations and actionable steps for real-life 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.

571: You've Saved for Retirement — So Why Does Spending Still Feel Wrong?
Q: What are the three phases of spending, and how did they show up in your life?
Accumulate to achieve financial independence, then the fear of losing it can prevent spending; eventually you recalibrate and choose to spend on what truly matters, finding happiness in simple, non-monetary moments.
571: You've Saved for Retirement — So Why Does Spending Still Feel Wrong?
Q: Jordan, welcome to the show. How do you explain not caring about spending without feeling like you've abandoned your values?
Worrying about spending makes you miserable whether you have money or not; the key is to reframe money as a tool to support a meaningful life, focusing on relationships, purpose, and experiences rather than status or guilt.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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 centers on retirement-focused financial planning blended with lifestyle and purpose-driven living. Episodes frequently feature high-profile guests from finance, psychology, and longevity, plus practical frameworks for spending, health, and life transitions. Listeners can expect data-driven insights, actionable worksheets, and real-world stories that connect money decisions with meaning and long-term well-being. A notable strength is combining rigorous financial analysis with non-financial aspects like health, relationships, and purpose, making it useful for both pre-retirees and retirees seeking a holistic approach. The format often pairs the host's fiduciary perspective with expert guests, practical tools, and book/resources promo... more

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How many listeners does Retire With Purpose get?

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Which podcasts are similar to Retire With Purpose?

These podcasts share a similar audience with Retire With Purpose:

1. Retirement Answers
2. Retirement Starts Today
3. Ready For Retirement
4. Big Picture Retirement®
5. Stay Wealthy Retirement Podcast

How many episodes of Retire With Purpose are there?

Retire With Purpose launched 8 years ago and published 584 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?

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What guests have appeared on Retire With Purpose?

Recent guests on Retire With Purpose include:

1. Marc Schulz
2. Bill Perkins
3. Mike Drak
4. Dr. Phil Pearlman
5. Bruce Feiler
6. William Bengen
7. Jesse Cramer
8. Jet Vertz

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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