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Retire With Purpose - The Retirement Podcast

Casey Weade
Retirement Planning
Financial Planning
Fear Of Better Options
Client Decision Paralysis
Purpose
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

PublishesWeeklyEpisodes524Founded7 years ago
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BusinessInvestingSelf-ImprovementEducation

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Artwork for Retire With Purpose

Latest Episodes

You're told to shift from “growth” to “protection” the moment you retire and leave the workforce. But is it really that simple? Join us as we break down the false dichotomy of pre- vs. post-retirement investing, showing why your strategy should alway... more

Many of us spend decades climbing Maslow’s pyramid — seeking security, comfort, and experiences — only to realize that the top is where true joy lives.  Join us as we explore the “Happiness Hierarchy” and why lasting fulfillment comes not from what y... more

Living longer is one thing. Living well is another. In Part 2 of my conversation with Dr. Bobby Dubois, we unpack the final three pillars of his blueprint for longevity: mind-body harmony, heat & cold exposure, and social relationships.

Dr. Bobby e... more

What can ancient wisdom teach us about modern retirement? From budgeting with freedom to preparing for life’s surprises, tackling debt, planning wisely, and redefining generosity in retirement, insights of the past can show how true wealth goes beyon... more

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Recent Guests

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
Fritz Gilbert
Past podcast guest who has chronicled his retirement experience
Episode: 508: More Control, Less Surprise: A Real Retirement Tax Wake-Up Call
Les McDaniel
Certified retirement coach and frequent guest
Howard Bailey Financial
Episode: 505: Freedom After 50: You’re Not Looking for Advice—You’re Looking for Alignment, Part 1
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
Larry Swedroe
Former chief research officer for Buckingham Strategic Wealth and Partners, author of over 20 books on investing
Episode: 494: Beyond the Headlines: How Retirees Can Navigate Investment Risks with Larry Swedroe
Christine Benz
Director of Personal Finance and Retirement Planning for Morningstar
Morningstar
Episode: 488: From Accumulating to Spending: 20 Lessons for a Happy & Successful Retirement with Christine Benz

Host

Casey Weade
Host of a financial planning podcast focused on retirement strategies and personal finance, offering insights through expert conversations.

Reviews

4.7 out of 5 stars from 560 ratings
  • Meaningful Reminder

    Appreciate the podcast. Reminder of people and things that matter

    Apple Podcasts
    5
    Way_of_Travel
    United Statesa month ago
  • Soul of Wealth

    Excellent podcast especially for those recently or about to retire. The author of Soul of Wealth seems very knowledgeable. The reminder that vacation phase will not be fulfilling in the long run and that we need to keep growing and improving is much needed. The Retire with Purpose podcast is one of my favorites- thank you for what you do!!

    Apple Podcasts
    5
    Findinglittledelights
    United Statesa month ago
  • Excellent Podcast

    I listen to a handful of financially focused podcasts and recently found “Retire With Purpose.” Casey does a fantastic job of mixing both useful financial information with life improving topics that are foundational to a happy, successful retirement. Casey’s podcast is a well worth the listen! Keep up the excellent work Casey!

    Apple Podcasts
    5
    mguenet
    United Statesa month ago
  • Soul of Wealth

    Fantastic interview. Really able to determine my purpose for retiring sooner than later.

    Apple Podcasts
    5
    lkvilla1974
    United Statesa month ago
  • Balanced

    I appreciate how this podcast reminds me to consider both the financial and non financial aspects of retirement.

    Apple Podcasts
    4
    CJS-T
    United Statesa month ago

Listeners Say

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

Listeners appreciate the informative and actionable content regarding retirement planning and personal finance.
Reviews indicate a desire for broader topics that encompass earlier stages of financial planning, not just those preparing for retirement.
The host is noted for being easy to understand and relatable, contributing to an engaging listening experience.
Many listeners find value in the insights shared by guests, particularly regarding investment strategies and lifestyle considerations.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
522: The Six Pillars to Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 2
Q: How important is it to use natural approaches, if possible, to manage things like high blood pressure, BMI, cholesterol, etc. versus taking medications?
It's beneficial to consider natural approaches alongside medications, but often lifestyle changes alone are not sufficient for managing these conditions in most people.
520: The Six Pillars of Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 1
Q: Why has there been this shift for you towards this focus on longevity?
Dr. Dubois explains that after a career focusing on improving the healthcare system and serving as a clinician and health policy expert, he decided to pivot his skills towards helping people live longer, healthier lives as they age.
515: The Soul of Wealth: Bridging the Gap Between Money and Happiness with Daniel Crosby, PhD
Q: What does it mean to you to retire with purpose?
It involves believing, belonging, and becoming - having a personal roadmap, connections with others, and a vision for personal growth.

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?

Focused on providing actionable insights for retirement planning, this podcast explores a wide array of topics central to financial security and personal fulfillment as one transitions through or enters retirement. The discussions emphasize not only financial strategies—such as tax management, withdrawal rates, and investment philosophies—but also the emotional and lifestyle aspects of retirement. Unique to this show is its blend of expert interviews with influential figures in finance and thoughtful exploration of personal values, highlighting the significance of aligning financial decisions with individual life goals and overall well-being. This multifaceted approach makes it particularly valuable for listeners seeking both financial know... more

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How many listeners does Retire With Purpose get?

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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 Answers
2. Retirement Starts Today
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 7 years ago and published 524 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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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. Dr. Bobby Dubois
2. Dr. Daniel Crosby
3. William Bernstein
4. Fritz Gilbert
5. Les McDaniel
6. Dr. Ross Andel
7. David Blanchett
8. Larry Swedroe

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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