Retire With Purpose

Featuring Casey Weade, CFP®

The Retire with Purpose Podcast
by Casey Weade, Retirement Expert

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The Retire With Purpose Podcast is for anyone searching for the financial confidence to retire now or in the future - worry-free.

Take a listen as Casey shares thoughts and ideas from some of today’s most successful retirees, as well as specific financial solutions to help you make better financial decisions regarding YOUR retirement!

Kary Oberbruner - retire with purpose
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001: Transitioning from Day Job to Dream Job with Kary Oberbrunner

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002: Weekend Reading: New Retirees, Don’t Overlook this Tax Planning Sweet Spot

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John Leland
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003: Choosing Happiness with John Leland

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3 Major Changes in Trump's Retirement Executive Order
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004: Weekend Reading: The 3 Major Changes in Trump’s Retirement Executive Order

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john lanza money mammals
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005: Teaching Your Kids About Money Management with John Lanza

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How DFA is Superior to Index Funds An Aalysis
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006: Weekend Reading – How DFA is Superior to Index Funds: An Aalysis

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007: Weekend Reading – What Helps or Hurts Investment Returns? Here’s a Ranking

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Emily Guy Birken
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008: Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken

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tax deductions and rules
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009: Weekend Reading – Most Americans in the Dark on Key Deductions & Rules + 6 Facts Every Parent Should Know About 529 Tax Deductions

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stock market investing - casey weade - retire with purpose
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010: Weekend Reading – How Birth Year Shapes A Generational Experience In Stock Market Investing

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Dr. Wade Pfau - reverse mortgages
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011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau

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012: Weekend Reading – Social Security: 3 Things Democrats and Republicans Actually Agree On + Why Retirees’ Tax Rates May Be Higher Than They Expect

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013: Weekend Reading – Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP

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014: Finding Your Purpose and the Importance of Fulfillment – with Todd Tresidder

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015: Weekend Reading – 5 quirky IRA Rules You Never Heard Of

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016: Weekend Reading – How to Prepare for the Next Financial Storm That’s Coming!

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017: Why Smart Women Finish Rich with David Bach

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018: Weekend Reading – Kitces: Are Retiree Health Care Costs Overblown?

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019: Weekend Reading — The No. 1 IRA Mistake

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020: Financial Independence vs. Financial Freedom with Garrett Gunderson

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021: Weekend Reading – 5 Tax Strategies for Small-Business Owners

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022: Weekend Reading – Young Savers Can’t Assume Roths Are Right for Them

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023: How To Plan Your Second-Act Career with Nancy Collamer

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end of year contribution
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024: Weekend Reading: End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts

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dirk cotton
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025: Retirement Planning for the Unwealthy and the Power (and Danger) of Data with Dirk Cotton

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401k legislation retirement savers
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026: Weekend Reading – New 401(K) Legislation Could Bring Big Changes For Retirement Savers

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hans finzel and rick hicks
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027: Finding Adventure & Purpose Later in Life with Hans Finzel and Rick Hicks

Hans Finzel hates the term retirement – and he really hates the idea that retired people don’t have anything to offer the world. He and his friend Rick Hicks are both PhDs and former CEOs who left their roles as they approached the age of 60, but they now spend their time conducting studies, researching,…

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Casey Weade - negotiating the financial side of a relationship
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028: Weekend Reading – Navigating the Financial Side of a Relationship

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jamie hopkins
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029: How to Find the Right Retirement Planner For You with Jamie Hopkins

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Casey Weade - social security at age 62
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030: Weekend Reading – Why Wealthy People May Want to Take Social Security at Age 62

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how one couple stepped into retirement
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031: Client Case Study – How One Couple Successfully Stepped Into Retirement

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jim owen cowboy ethics
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032: How To Get (or Stay) Fit in Retirement with Jim Owen

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2 retirement killers - Casey Weade
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033: Weekend Reading – 2 Retirement Killers And How To Avoid Them

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will social security go broke?
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034: Weekend Reading – How Likely is it That Social Security Will Go Broke?

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chris hutchins grove - 2
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035: How Grove Founder is Making Online Financial Advisory Easier than Ever with Chris Hutchins

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retirement age
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036: Weekend Reading – Is Retiring at the Average Age a Smart Move?

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Casey Weade Money Lessons for the Grandkids
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037: Weekend Reading – Teach Your Children Well – Money Lessons for the Grandkids

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Dave Sanderson - Moment Matter
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038: Turning Tragedy into Opportunities to Survive and Thrive with Dave Sanderson

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should retirees hold onto equities?
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039: Weekend Reading – Should Retirees Hold on to Equities? Not Necessarily

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lifetime retirement benefits
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040: Weekend Reading – Supercharge Your Lifetime Retirement Benefits

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Jon Vroman - Casey Weade
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041: How to Live Your Retirement in the Front Row with Jon Vroman

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Casey Weade - health savings account age 65
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042: Weekend Reading – Making the Most of a Health Savings Account Once You Turn Age 65

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Dr. Paul Ward
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043: How To Make The Most of Your Second Act with Dr. Paul Ward

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Casey Weade - passing on values to future generations
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044: Weekend Reading – What Does Passing on Values to the Next Generation Really Look Like?

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IRA age caps - Casey Weade
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045: Weekend Reading – Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers

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laurie cameron mindfulness
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046: How To Stay Present, Benefit From Past Memories, and Plan For The Future with Laurie Cameron

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annuities - rmds
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047: Weekend Reading – New Annuities Starting to Address RMDs

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Divvying Up Household Financial Responsibility
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048: Weekend Reading – How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time

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Kris Van Der Pas-Norenius
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049: How to Live Your Next3rd with Kris Van Der Pas-Norenius

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insurance products to boost fixed income for clients
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050: Weekend Reading – More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients

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retirement income planning bucket strategy
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051: Weekend Reading – What Is The “Bucket” Approach Strategy To Retirement Income Planning?

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John Israel Mr. Thank You Project
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052: Discover the Power of Gratitude with John Israel’s Mr. Thank You Project

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confessions of a financial advisor - casey weade
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053: Confessions of a Financial Advisor – 3 Mistakes to Avoid

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THE PODCAST FOR PRE-RETIREES & RETIREES

You have worked hard your entire life and you deserve to be enjoying life to the fullest. What questions do you need answers to make your most important decision?

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  • Do you have enough liquidity?
  • Will you be able to stay retired and never work again?
  • Can you protect your money from excess taxation?

Feel Increasingly confident when your questions and more are tackled each week

Leave Casey a question or comment and he'll respond directly on his podcast!

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