Best Casey Weade Podcasts (2024)

1
443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values 37:34

1h ago37:34

37:34

To live a midlife full of meaning and purpose, you must first understand your core values and the role they play in your overall wellbeing. In this episode, we discuss: The definition of a “core value” How to identify your core values and why they’re so important in midlife Why values are NOT goals How to stay focused on your core values Today's ar…

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442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr. 53:59

4d ago53:59

53:59

Today, I'm speaking with Mike Golic Sr. Mike's career in the NFL began when he was drafted in the 10th round as a defensive lineman in the 1985 NFL draft. He has since gone on to have tremendous success in sports media as the cohost of Mike & Mike on ESPN and currently cohosts Gojo and Golic with his son, Mike Jr., at DraftKings. He coauthored Mike…

1
441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs 16:54

7d ago16:54

16:54

What are the odds your retirement savings will last your lifetime? In the financial planning world, retirement calculators, software and simulations are often leveraged to answer this question; however, they don’t always provide the full picture. In this episode, we discuss: Why it’s important to define what retirement “success” or “failure” mean t…

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440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run 29:36

14d ago29:36

29:36

What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey. In this episode, we discuss: When you will find yourself in the “Retirement Death Zone” How investment risk changes depending on your retirement stage W…

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439: Thriving in Midlife Part 1: 7 Habits to Help You Embrace Change 34:54

21d ago34:54

34:54

You’re human; you will go through changes throughout your life. But some of the greatest factors that determine how you navigate these transitions as you age (big or small) lie in your habits. Today's article is In this episode, we discuss: What it means to thrive in “midlife” Why it’s important to maintain curiosity How to live in service of other…

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438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio 18:49

21d ago18:49

18:49

Does the perfect asset allocation exist? To create a retirement portfolio that aligns with your long-term financial goals and needs, you might find your savings reap the most benefit by taking an international approach. In this episode, we discuss: Conflicting opinions around the four percent rule. What does a “safe withdrawal rate” really mean? Wh…

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437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself 30:48

1M ago30:48

30:48

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 wh…

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436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio 14:45

1M ago14:45

14:45

Are you a risk seeker or a risk mitigator? Although both can find success, it’s important to understand your style. In this episode, we discuss: The correlation between golf tactics and investment strategies by adopting either a risk-taking or risk-averse stance Why it's dangerous to emotionally swap back and forth between risk styles based on mark…

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435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber 1:02:28

1M ago1:02:28

1:02:28

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. Tom has taught courses on technology, urban studies, and philanthropy at Columbia Univer…

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434: Mindset Makeover: Adjusting Your Habits and Behaviors as You Age 35:01

1M ago35:01

35:01

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…

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433: Direct Indexing and the Evolution of Investment Tools 28:19

2M ago28:19

28:19

Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns. Today's article comes from FA-mag.com titled, The Connection Between Index I…

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432: Are Buffer ETFs a Good Tool to Reduce Market Risk? 20:24

2M ago20:24

20:24

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 …

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431: Key Insights for a Happier and Wealthier You 36:00

2M ago36:00

36:00

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 Ma…

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430: Living Your Best Life in Retirement with Lux Narayan 56:14

2M ago56:14

56:14

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…

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429: Do You Have Good 401(k) Hygiene? 22:45

2M ago22:45

22:45

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…

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428: Navigating the Transition into Your Second Half of Life 36:03

3M ago36:03

36:03

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…

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427: Leveraging Your Experiences During Life Transitions to Build a Better Future 30:36

3M ago30:36

30:36

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 Transiti…

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426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD 1:03:04

3M ago1:03:04

1:03:04

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 b…

1
425: Retiring Soon? 9 Retirement Surprises to Consider Today 34:42

3M ago34:42

34:42

Retirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study. Join us as we discuss: Positive surprises that might provide relief if you’re anxious about retirement Potentially negative surprises that you can get ahead of (or manage your expectations for) now Today'…

1
424: If Stocks Beat Bonds, Why Diversify? 26:17

4M ago26:17

26:17

Don’t believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation. Join us as we discuss: Balancing risk and return Building a portfolio based on your unique needs Utilizing modern tools that go beyond stocks and bonds Today's article comes from…

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423: Reframing the Fears That Could be Holding You Back 23:02

4M ago23:02

23:02

Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we’re born, and why it can continue to plague us throughout our lives. Join us as we discuss: The role that expectations play in our fears How looking to the future or revisiting the past can reintroduce fear The areas we can control in our presen…

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422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD 42:31

4M ago42:31

42:31

Today, I’m talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He’s a contributing author for federal taxation textbooks and has written about our tax system in several journals. He recently published a white paper called Roth V…

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421: What to Consider Before You Hire (or Fire) a Financial Advisor 26:22

4M ago26:22

26:22

Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). 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 Outlook Webinar is liv…

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420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others 36:08

4M ago36:08

36:08

Today's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. 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 Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to reg…

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419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller 1:09:47

4M ago1:09:47

1:09:47

Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People, or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions …

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418: Calculating Investment Returns: How You Average Matters 18:45

4M ago18:45

18:45

Today's article comes from Fortunes & Frictions titled, How You Average Matters. 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 Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.…

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417: What it Means to Age Well: The Power of a Singular Priority 30:51

4M ago30:51

30:51

Today's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money And Life and from A Teachable Moment titled, Years Don't Make You Old. 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…

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416: Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly 1:03:40

5M ago1:03:40

1:03:40

Today, I’m talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issue of elder abuse–both physical and psychological–as well as financial exploitation and wrongful deprivation of rights. She was instrumental in architecting the federal Elder Justice Act. She also found…

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415: 7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want 29:10

5M ago29:10

29:10

What does it look like to build your own life strategy, and why do you really need one? In this episode of the Retire With Purpose Podcast, we’re exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life. Today's article comes from the Harvard Business Review titled, Use S…

1
414: Our 2024 Market Predictions 24:14

5M ago24:14

24:14

This week's retirement reading is from Of Dollars And Data titled, Will 2024 Be an Up Year for the Stock Market? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/414. Our Market Outlook Webinar is coming soon! To get a registration link once the webina…

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413: Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain 55:18

5M ago55:18

55:18

Today, I’m speaking with Krista St-Germain. Krista is a Master Certified Life Coach, grief expert, and host of the Widowed Mom Podcast, where she specializes in helping widows move forward and love their life again. When her husband was killed by a drunk driver just 3 ½ months after their wedding, her life was flipped upside down. As she worked thr…

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412: Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New 19:52

5M ago19:52

19:52

This week's retirement reading is from Vox titled, It’s Okay to Suck When You Try Something New. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/412. Show Notes: RetireWithPurpose.com/412 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up…

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411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings 21:26

5M ago21:26

21:26

This week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/411. Show Notes: RetireWithPurpose.com/411 Rate & Review the Podcast:…

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410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York 1:06:48

6M ago1:06:48

1:06:48

Today, I’m speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and has helped thousands of clients with their estate and tax planning needs, in addition to businesses and nonprofit entities. He’s the co-creator of the Entruste…

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409: Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates? 24:03

6M ago24:03

24:03

This week's retirement reading is from Advisor Perspectives titled, Guaranteed Lifetime Income is a Better Solution than Taxable Bonds. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/409. Show Notes: RetireWithPurpose.com/409 Rate & Review the Podcas…

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408: Goal-Setting in Retirement: The Power of Creating a “What I Don’t Want” List 34:50

6M ago34:50

34:50

This week's retirement reading is from Mr-Stingy.com titled, The “What I Don’t Want” List. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/408. Show Notes: RetireWithPurpose.com/408 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Ca…

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407: A Guide to Better Decision-Making: How to Overcome FOBO, the Fear of Better Options 30:03

6M ago30:03

30:03

This week's retirement reading is from the Darius Foroux blog titled, Understanding and Overcoming FOBO (Fear of Better Options). Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/407. Show Notes: RetireWithPurpose.com/407 Rate & Review the Podcast: Ret…

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406: Discovering The Four Phases of Retirement with Dr. Riley Moynes 58:24

6M ago58:24

58:24

Today, I’m talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey–he’s experienced it himself. His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You’re Retiring. …

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405: Managing Investment Risk: 4 Financial Factors in Your Control 20:48

6M ago20:48

20:48

This week's retirement reading is from Seeking Alpha titled, The Illusion Of Security In Investing. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/405. Show Notes: RetireWithPurpose.com/405 Rate & Review the Podcast: RetireWithPurpose.com/review Sign…

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404: Could Your Retirement Savings Withstand an 8% Withdrawal Rate? 25:29

7M ago25:29

25:29

This week's retirement reading is from Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/404. Show Notes: RetireWithPurpose.com/404 Rate & Review the Podcast: RetireWithPurpose.com/review Si…

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403: The Misery of Money Without Meaning: Preventing Your Net Worth from Dictating Your Self-Worth 31:03

7M ago31:03

31:03

This week's retirement reading is from The Root of All blog titled, The Dark Side of Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/403. Show Notes: RetireWithPurpose.com/403 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to C…

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402: Transforming Your Health and Defying Aging Stereotypes with Joan MacDonald 29:27

7M ago29:27

29:27

Today, I’m talking to Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn’t walk up and down stairs, and feared she may suffer from additional health issues in the future. She enlisted her daughter and fitness …

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401: Examining Retirement Risk: How to Mitigate the 8 Forms of Investment Risk 25:42

7M ago25:42

25:42

This week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have It. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/401. Show Notes: RetireWithPurpose.com/401 Rate & Review the Podcast…

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400: Debunking the Financial Dark Side: 5 Times When “Bad” Money Moves Can be Good 27:23

7M ago27:23

27:23

This week's retirement reading is from Mr-Stingy titled, A Bit of a Bad Thing Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/400. Show Notes: RetireWithPurpose.com/400 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend…

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399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg 1:11:20

7M ago1:11:20

1:11:20

For over 50 years, Nancy Schlossberg has been helping adults grow and navigate life’s big transitions. She’s a former professor of counseling psychology, former president of the National Career Development Association, and currently serves as co-president of Transitions Works, a consulting group. She was the first woman executive at the American Co…

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398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker 22:33

8M ago22:33

22:33

This week's retirement reading is from Morningstar titled, Clients Suffering From Choice Overload? Here's How to Manage it. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/398. Show Notes: RetireWithPurpose.com/398 Rate & Review the Podcast: RetireWit…

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397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money 33:04

8M ago33:04

33:04

This week's retirement reading is from Steve Sanduski's blog titled, 2,500 Years of Thinking About “How Much is Enough?” Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/397. Show Notes: RetireWithPurpose.com/397 Rate & Review the Podcast: RetireWithPu…

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396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson 1:04:31

8M ago1:04:31

1:04:31

Today, I’m talking to a baby boomer who has no intention of “retiring” – and is instead truly living a purpose-based retirement. John Anderson is the founder of Replace Retirement and co-founder of The CEO Advantage, and he’s on a mission to help others replace retirement as we know it with intentional living while finding your purpose on life’s jo…

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395: Should You Delay Taking Social Security Benefits? 30:07

8M ago30:07

30:07

This week's retirement reading is from Morningstar titled, Should You Delay Taking Social Security Benefits? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/395. Show Notes: RetireWithPurpose.com/395 Rate & Review the Podcast: RetireWithPurpose.com/re…

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394: How to Embrace Generativity and Avoid Stagnation for a Purposeful Retirement 24:30

8M ago24:30

24:30

This week's retirement reading is from Very Well Health titled, Generativity vs. Stagnation in Middle Adulthood. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/394. Show Notes: RetireWithPurpose.com/394 Rate & Review the Podcast: RetireWithPurpose.co…

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