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. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Podcast featuring news and discussion about Movies, TV Shows & other forms of passive visual entertainment. Movies recently discussed include Avengers: Endgame, Midsommar, John Wick 3, Once upon a time in Hollywood & much much more... When it comes to TV, we have a slight bias towards US shows like Mr. Robot, Black Mirror, Stranger Things, Preacher, Goliath, Breaking Bad, Game of Thrones, The Walking Dead, The Boys, Barry The Crown & The OA but we also cover British shows like Doctor Who & S ...
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Hosted by Terry Piche, CRFP, CIT, Technical Director, Ontario Recreation Facilities Association Inc.
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454: Busting 6 Big Financial Myths for Retirement
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In a world where you have more financial information at your fingertips than ever before, it’s vital to be aware of myths, rules of thumb, and unverified guidance that isn’t geared toward your unique financial situation. In this episode, we discuss: The risks of dividend-only income Caveats of the Rule of 100 Factors that should apply to your withd…
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Apologies for such a long break between episodes, but the hiatus was far from intentional. In the panic of migrating all his files from an old work laptop, Rob accidentally forgot to move across the last couple of episodes that we intended to go out and sadly they are now lost forever. We arrive at the main event though for the summer. Everything b…
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453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke
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Today, I’m thrilled to welcome Annie Duke back on the podcast. Annie is an author, speaker, and consultant. She has a PhD in Cognitive Psychology and is a special partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Many of you will likely recognize Annie from her illustrious career as a professional poker…
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452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps
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Are you choosing to live inspired so you can lead yourself and others with intentionality? It begins with harnessing a strong sense of self-awareness so you can own the story you were meant to live. In this episode, we discuss: What a “long-life mindset” means The power of legacy vs. Impact vs. influence How to silence external chaos to better focu…
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451: License to Spend: A Retirement Income Strategy That Helps Combat Longevity Risk
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You worked hard for your money. To truly enjoy that money confidently in retirement, making smart investment decisions and having a personalized retirement income strategy is key. In this episode, we discuss: The concept of “guaranteed income” Misconceptions of annuities How interest rates impact annuity payouts Today's article comes from ThinkAdvi…
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450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits
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If you ever find yourself experiencing feelings of anxiety, chaos, or find yourself in a general state of feeling unsettled, it’s time to elevate your inner peace. When you’re at peace, you can live a happier life more aligned with your purpose, vision, and values. In this episode, we discuss: How internal and external realities impact your peace T…
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449: The Stoic Path to Wealth with Darius Foroux
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Today, I’m speaking with Darius Foroux. Darius’s work has been featured in Time, NBC, the Observer, and the Economist. He’s also the host of The Darius Foroux Show: Mindset, Business, Money, which is available on all podcast platforms. Darius teaches online classes on wealth building and has written eight books, including his newest work, The Stoic…
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448: Is Historical Market Data Helpful for Retirement Income Planning?
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In what ways can past market performance help you plan for a financially confident future? It involves sifting through the data and understanding when and where that information is most applicable. In this episode, we discuss: How the stock market has evolved In what instances past market data is useful How long term vs. short term expectations dif…
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447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life
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Who are you without your career? How do you find meaning outside of your professional life? These are questions you might ask yourself while stepping into retirement or in the thick of midlife, but in order to truly know yourself better, you first need to understand how to lead yourself better. In this episode, we discuss: How your tendencies impac…
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446: The Most Powerful Financial Skill: Quiet Compounding
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21:07
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The most powerful financial skill is having the ability to stay focused on your retirement strategy despite what’s happening around you. It means taking away the yard stick and avoiding comparison to remain healthy, happy, and fulfilled. In this episode, we discuss: Why quiet compounding can feel slow The four factors that make up quiet compounding…
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445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals
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What does it look like for you to live a meaningful life with purpose? As you navigate the transition from midlife to retirement, take the time to define your “Repurposement” Goals so you can pursue what excites you, align actions with your values, and contribute to the greater good. In this episode, we discuss: The mentality behind a “midlife cris…
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444: 3 Assets That Might Not Diversify as Well as You Think
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Diversification is a key principle in investing, where you often combine assets with differing performance characteristics. However, this strategy is not foolproof. In this episode, we discuss: The definition of “uncorrelated assets” Why real estate’s correlation with stocks has increased What you need to know about “junk bonds” and crypto Assets t…
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443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values
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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.
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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…
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441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs
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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
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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
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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
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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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The Summer Movie Wager 2024 inc. Furiosa, Deadpool & Wolverine, The Fall Guy & more!
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We're actually with you a little sooner than expected given the sudden realisation that release of The Fall Guy a couple of weeks ago technically spelled the start of the 2024 Summer Movie season. So here we are once again with our takes on how we think this year is going to shake out. Will the good will of Mad Max Fury Road be enough to propel Fur…
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437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself
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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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Sorry we haven't been around much this year, but have no fear listeners - we will be back very soon with our pick of the best movies and TV shows of 2024 as well as our Annual Summer Movie Wager! In the meantime, we had a bit of chat on our sister show, The #NOTplaying Podcast about the recent Prime Video series, Fallout, based on the beloved video…
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436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio
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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
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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
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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
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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?
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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
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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
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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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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
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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
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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
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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…
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425: Retiring Soon? 9 Retirement Surprises to Consider Today
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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'…
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424: If Stocks Beat Bonds, Why Diversify?
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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
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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
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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
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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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Our Favourite TV shows of 2023 inc. Star Trek Picard, The Fall of the House of Usher, Poker Face & more!
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So as tardy as it may seem releasing an episode like this so far in to 2024, a lot of the shows we're discussing here didn't even finish until a few weeks ago. And with the lag those strikes are likely to cause this year, you will probably end up scrolling over some older releases so these are the ones we think you should prioritise. Also, we decid…
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420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
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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
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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
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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
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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
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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
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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…
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Our Movies of 2023 inc. Godzilla Minus One, John Wick Chapter 4, Across the Spiderverse, Barbie & more!
1:08:56
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Barbenheimer, The Writer's Strike & the slow death of Superhero movies could all be attributed to 2023, but there were still quite a decent bunch of movies for us to pick through, as we always do when it comes to this time of year. Indeed, listen on as Marcus and Rob count down their 10 top movies of 2023. Back in a few weeks with our TV picks of t…
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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
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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
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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
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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
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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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