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

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

PublishesWeeklyEpisodes595Founded8 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

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Artwork for Retire With Purpose

Latest Episodes

Retirement opens the door to new possibilities, but how do you decide what deserves your time, energy, and attention? Retirement coach Joe Casey explores the concept of retirement "electives" and how they can help you build a life filled with purpose... more

Your retirement plan has to do more than survive market volatility; it has to keep working through a long life, changing health, unexpected costs and the possibility that you may one day struggle to make the decisions it requires.

In this episode, ... more

What if one of the keys to a happier, more meaningful retirement isn't doing more, but becoming more curious about the people and world around you?

In this episode, psychology professor Dr. March Schulz explores:

• Why curiosity and attention ar... more

New research is challenging the way we think about the 4% rule — and revealing why a smarter retirement income strategy may be less about preserving every dollar and more about confidently funding the life you saved for.

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

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Recent Guests

Joe Casey
Retirement coach and author
Episode: 595: 4 Retirement "Electives" That Can Bring More Purpose to Your Life
Marshall Johnson
Episode: 594: 4 Retirement Risks Your Financial Plan May Be Missing
Mark Schulz
Psychology professor, Associate Director of the Harvard Study of Adult Development, and co-author of The Good Life
Bryn Mawr College
Episode: 593: The Secret to a More Connected Retirement
Lorraine Besser
Philosopher and author of The Art of Interesting
Author of The Art of Interesting
Episode: 591: The Art of Living a More Interesting Life in Retirement
Bruce Feiler
Leading voice on life transitions, meaning, and ritual
Author of A Time to Gather
Episode: 590: The ABCs of a Meaningful Retirement
Fritz Gilbert
Retirement coach and writer, discussed 90-10 rule and non-financial planning
Friend of the host, blogger and retirement coach
Episode: 588: The 90-10 Rule: What Really Matters After You Retire
Ken Stern
Founder and chair of the Longevity Project; host of Century Lives; former CEO of NPR; author
Longevity Project; Century Lives (Stanford Center for Longevity)
Episode: 586: Why Social Connections Are Essential for a Healthy Retirement
Don Ezra
Author of Happiness, The Best Is Yet To Come
Episode: 585: The U-Curve of Happiness: Why Life Gets Better with Age
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?

Host

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

Reviews

4.7 out of 5 stars from 592 ratings
  • Excellent guide for anyone navigating this stage of life

    Since I retired, I have been listening to the Retire with Purpose podcast. It has provided me with valuable insights for building a successful retirement, both financially and personally. I have found it to be an excellent guide for anyone navigating this stage of life.

    Apple Podcasts
    5
    Guille_Arg
    United Statesa month ago
  • Retire Well

    Previously gave this 5 stars, but the book offers seem to be a scam to get reviews. I filled out the necessary info on the day the podcasts dropped for two books, but never received them. Still a good podcast, but don’t fall for the book offers. Will subtract a star. Better not to even offer the books than to not fulfill it.

    Apple Podcasts
    4
    GoingToRetire
    United Statesa month ago
  • Dan Sullivan’s DOS conversation

    I was searching for an audio interview about the DOS Conversation developed by Dan Sullivan at Strategic Coach. This podcast came up and it was really good summary of this thinking tool that’s a simplified version of SWOT analysis. I will be back for me. Hope you can find clients in China/Asia where I have been working since 2013, even though I am from South Africa.

    Apple Podcasts
    4
    Ozymandias2024
    South Africa2 months ago
  • Listenevery week

    Casey’s interviewing skills are super as is his selection of guests. Highly recommend this podcast for anyone that ever thinks they may retire someday.

    Apple Podcasts
    5
    AZ Marc
    United States3 months ago
  • 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 States3 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.

595: 4 Retirement "Electives" That Can Bring More Purpose to Your Life
Q: What should they really be watching for specifically? Is it energy, peace, contribution, connection? What are the things we should be watching out for to grade how well this is going to work for us long-term?
Casey recommends watching for engagement and interest: whether the person feels curious and involved while doing the activity. A time-limited experiment can help them gather enough experience before deciding whether to continue.
595: 4 Retirement "Electives" That Can Bring More Purpose to Your Life
Q: How should someone look at work and understand for themselves, is this a healthy contribution or is this something that I'm doing just because I still can't let go?
Joe Casey says retirement from a job does not require retirement from purposeful effort. Work can provide connection, meaning, structure and purpose, and can continue through projects, consulting, part-time work or other activities. He encourages choosing work on one's own terms.
593: The Secret to a More Connected Retirement
Q: What does the research show about having conversations with strangers and do we underestimate some of those interactions?
Schulz says research finds that people who talk to strangers during commutes tend to be happier afterward and feel at least as productive. Brief conversations can create connection and remind people they belong to a wider community.
593: The Secret to a More Connected Retirement
Q: Can we cultivate that curiosity in somebody else? Can we cultivate it in ourselves? Or is it just innate as to who someone is, whether they're curious or not?
Schulz says curiosity can be learned through skills such as attentive listening and open-ended questions. Calming self-conscious thoughts can help people focus on the person they are speaking with.
588: The 90-10 Rule: What Really Matters After You Retire
Q: What exactly is the 90-10 rule and how does it apply before and after retirement?
The rule frames retirement planning as three stages: heavy financial focus in the prep years (roughly 90% financial, 10% non-financial), then a gradual shift after retirement where non-financial aspects become dominant, helping people find true happiness beyond money.

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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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. Stay Wealthy Retirement Podcast

How many episodes of Retire With Purpose are there?

Retire With Purpose launched 8 years ago and published 595 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. Joe Casey
2. Marshall Johnson
3. Mark Schulz
4. Lorraine Besser
5. Bruce Feiler
6. Fritz Gilbert
7. Ken Stern
8. Don Ezra

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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