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Retire With Purpose - The Retirement Podcast

Casey Weade
Retirement Planning
Financial Planning
Retirement
Social Security
Investment Strategies
Investment Strategy
Financial Independence
Purpose
Personal Finance
Personal Growth
Behavioral Finance
Inflation
Core Values
Diversification
Wealth Management
Relationships
Self-Awareness
S&P 500
Retirement Readiness
Wise Wealth Matrix

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

PublishesWeeklyEpisodes561Founded8 years ago
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Artwork for Retire With Purpose

Latest Episodes

What if waiting until you're "fully ready" for retirement is actually costing you some of the best years of your life?

Topics covered in this episode:

• The controversial "retire at 80%" framework

• Why most retirees don't run out of money

... more

What if trying to avoid the market's worst days is actually one of the fastest ways to sabotage your retirement plan?

Topics covered in this episode:

• Why best and worst market days often occur back-to-back

• The math of gains vs. losses — a... more

Today, I'm excited to welcome Michael Long to the podcast. Michael is a physicist-turned-writer and the co-author of the international bestseller The Molecule of More. His work explores one of the most powerful forces shaping our lives: the brain che... more

What if the strategy you trust most for retirement income is quietly costing you hundreds of thousands of dollars?

Topics covered in this episode:

• The real driver behind outperformance

• Sequence of returns risk and the "retirement risk zon... more

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Recent Guests

Michael Long
Physicist, writer, author of Taming the Molecule of More, The Molecule of More; Georgetown University educator
Author and educator
Episode: 559: How Dopamine Shapes Your Motivation, Happiness, and Purpose in Retirement with Michael Long
Jordan Grumit
Physician and retirement researcher; two-time guest on the show
The Purpose Code blog (researcher in retirement psychology)
Episode: 554: Freedom After 50: Why Retirement Fear Might Be a Sign You're Ready
Geoff Woods
Bestselling author of The AI-Driven Leader; founder of AI Leadership and the AI-Driven Leadership Collective
AI Leadership / AI-Driven Leader
Episode: 553: A Step-by-Step Guide to Leverage AI As a Thought Partner & Find Purpose In Retirement with Geoff Woods
Marshall Johnson
Certified Financial Planner practitioner
Howard Bailey Financial
Episode: 550: By the Numbers: The Anchors of Retirement Confidence, Part 2 — Building a Plan for the Next Market Crash
Ron Pevny
Founder and director of the Center for Conscious Eldering and author of Conscious Living, Conscious Aging.
Center for Conscious Eldering
Episode: 548: Conscious Aging: Finding Meaning, Purpose, and Growth in Retirement with Ron Pevny
Dr. Sharon Bergquist
Practicing physician, scientist and internationally recognized pioneer in lifestyle medicine
Emory University School of Medicine
Episode: 543: The Stress Paradox: Why the Right Kind of Stress Helps You Thrive in Retirement with Dr. Sharon Bergquist, MD
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
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

Hosts

Casey Weade
Host of the show, CERTIFIED FINANCIAL PLANNER™, CEO of Howard Bailey Financial
Les McDaniel
Certified retirement coach and financial advisor, affiliated with Howard Bailey Financial

Reviews

4.7 out of 5 stars from 578 ratings
  • The Four Pillars of investing with Willaim Bernstein

    I just found this podcast when searching for William Bernstein. The interview was very informative for me in that I've been retired for 10 years and looking for shifting my investment strategy.

    I have already 'won the game'. When I heard that I stopped worrying. Now I need a low cost strategy to move forward.

    Really appreciate what your doing here Casey.

    Apple Podcasts
    5
    aeminten
    United Statesa month ago
  • Leveraging AI

    While I listen routinely to this podcast and find all interviews to be of value, I feel this one was especially relevant to the ever-changing nature of technology and how AI can play a key role in retirement planning. I especially liked how Geoff Woods walked podcast participant through the steps one should take to produce information needed to take appropriate action steps. So thanks to Casey for another great episode. Kevin Taylor

    Apple Podcasts
    5
    Mygreen914
    United Statesa month ago
  • Love this podcast

    I just listened to the AI episode and loved it very informative thanks so much for sharing

    Apple Podcasts
    5
    dburgoyne
    United Statesa month ago
  • Solid Practical Advice

    I’ve been tuning in since 2018, and this show was a big part of my journey to retiring in 2021. If you’re like me and prefer the "math" over the metaphors, the "By the Numbers" episodes are the real highlight—they gave me the actual confidence I needed to know I could successfully call it a career.

    The delivery can feel a bit scripted at times, and I usually take or leave the "softer" lifestyle episodes, but the financial info is sincere and useful. Give it a shot; you might find the data-drive... more

    Apple Podcasts
    5
    Sasrdt
    United Statesa month ago
  • Need purpose?

    Other podcasts cover financial advise, but Casey covers the value and the meaning that we are striving for in retirement. He helps answer the question, I am retired, now what? The podcast on AI was very insightful, I would recommend to all, not just retirees.

    Apple Podcasts
    5
    Hawsepipe!
    United States2 months ago

Listeners Say

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

Audience appreciates balance of money talk and personal development
Convincing mix of financial insight and life guidance
Listeners praise practical frameworks and guest quality

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

559: How Dopamine Shapes Your Motivation, Happiness, and Purpose in Retirement with Michael Long
Q: How can listeners apply these ideas practically?
Listeners can adopt small daily habits that require self-discipline, like short exercise routines, journaling, or a simple 'pause and ask what do I really want' before acting, to cultivate presence and purposeful living in retirement.
559: How Dopamine Shapes Your Motivation, Happiness, and Purpose in Retirement with Michael Long
Q: What is the core idea behind dopamine's role in retirement?
Dopamine drives anticipation and goal-pursuit, but retirees should train this system to favor meaningful, present-moment activities and slow, deliberate choices that lead to lasting fulfillment rather than constant chasing.
553: A Step-by-Step Guide to Leverage AI As a Thought Partner & Find Purpose In Retirement with Geoff Woods
Q: How do you balance AI with your physician or financial advisor in retirement planning?
Geoff explains he uses AI for initial analysis and the heavy lifting, but defers final decisions to licensed professionals, using AI for the supporting groundwork while maintaining human oversight.
543: The Stress Paradox: Why the Right Kind of Stress Helps You Thrive in Retirement with Dr. Sharon Bergquist, MD
Q: How do we measure that? How do we recognize which zone we're in at any given time?
There are subjective measures like feeling energized or depleted, and objective markers such as cardiometabolic health or VO2 max.
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.

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?

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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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. Sound Retirement Radio

How many episodes of Retire With Purpose are there?

Retire With Purpose launched 8 years ago and published 561 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. Michael Long
2. Jordan Grumit
3. Geoff Woods
4. Marshall Johnson
5. Ron Pevny
6. Dr. Sharon Bergquist
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.

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