Retire With Purpose - The Retirement Podcast
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and Founder of Howard Bailey Financial, Inc.
Retire With Purpose - The Retirement Podcast
13h ago
Do you have a clear understanding of your financial risk tolerance? Is your money truly aligned with what’s most important to you in life? Although the actions you take along your investment journey might often feel complex, you can make the process less overwhelming by focusing on one word: Simple.
In this episode, we discuss:
How to understand why you’re making certain financial decisions.
The three-point risk triangle and how it can help you make better investment choices.
The risks associated with not understanding your investments.
How to factor tax implications into your ..read more
Retire With Purpose - The Retirement Podcast
1w ago
Today, I’m talking to Dr. Tom Kamber. Tom is the founder and executive director of Older Adults Technology Services (OATS) and Senior Planet. He is a leading expert on aging and technology and has provided award-winning programs for older adults across America.
Jim has taught courses on technology, urban studies, and philanthropy at Columbia University, is widely published in professional and academic journals, and is a co-founder of the Afro-Latin Jazz Alliance which has won multiple Grammy awards.
In our conversation, Tom and I dig into common questions retirees have about technology ..read more
Retire With Purpose - The Retirement Podcast
2w ago
Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement.
In this episode, we discuss:
Self-awareness and recognizing patterns of behavior, including letting go of behaviors that no longer serve us
The importance of truly understanding yourself, your core values and your purpose in life
Setting meaningful goals aligned with your personal values
The difference between a behavior and a habit and the pros and cons of habit stacking
Today's article comes from Global English Editing titled, If you want a more mea ..read more
Retire With Purpose - The Retirement Podcast
1M ago
Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?
In this episode, we discuss:
Why buffer ETFs have become so popular
How they compare to annuities
The benefit of professional management
Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your ..read more
Retire With Purpose - The Retirement Podcast
1M ago
Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success.
Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial sit ..read more
Retire With Purpose - The Retirement Podcast
1M ago
Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS.
In our conversation, we discuss his new book Name, Place, Animal, Thing: An Inspiring Fable For Grownups About Hope, Positivity, and Living Your Best Life, in which he weaves a fable for adults about life transitions full of wisdom–especially as it ..read more
Retire With Purpose - The Retirement Podcast
1M ago
Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts.
In this episode, we discuss:
Four options for your old 401(k) accounts
Proper ways to rollover your old 401(k)s
The impact of Secure Act 2.0 on orphan 401(k)s
Today's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation ..read more
Retire With Purpose - The Retirement Podcast
1M ago
Moving from the first half of life into the second half can be a confusing and rocky experience.
In this episode, we discuss:
The role that “ego” plays in our lives
How to find meaning as our identity shifts
The importance of mental health and its connection with longevity
Today's article comes from Medium titled, Carl Jung: The Second Half of Life. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market ..read more
Retire With Purpose - The Retirement Podcast
2M ago
Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way.
Join us as we discuss:
How life transitions affect us psychologically, emotionally, and physically
The importance of being intentional during these transitions
Today's article comes from iflow Psychology titled, Navigating Life Transitions: Expert Tips for Optimising Your Journey and Boosting Personal Growth. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it app ..read more
Retire With Purpose - The Retirement Podcast
2M ago
Today, I’m talking to Marc Schulz, PhD. In addition to being a practicing therapist, Dr. Schulz is the Associate Director of the Harvard Study of Adult Development, Director of the Data Science program at Bryn Mawr, and former chair of that school’s psychology and clinical development psychology PhD programs.
In this conversation, we dig into his book that he co-authored, The Good Life: Lessons from the World’s Longest Scientific Study of Happiness. I’ve been following this study for most of my career, we’ve referenced it several times on the podcast and I’m thrilled to get a chance to t ..read more