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

At the age of 35, Dr. Kary Oberbrunner left his day job at a nonprofit to pursue his dream job: igniting souls. Through writing, speaking, coaching, he helps individuals and organizations clarify who they are, why they are here, and how they should invest their time and energy. Before this, Kary struggled with stuttering, depression,…

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

This week, Casey Weade discusses an article from CNBC titled New Retirees, Don’t Overlook this Tax Planning Sweet Spot. Listen in as he breaks down the article and shares what he thinks!

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John Leland
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003: Choosing Happiness with John Leland

For almost 20 years, three-time author John Leland has been writing about the many different sides of retirement for The New York Times. Right now, more people are living past the age of 85 than any other time in history – and John set out to write a year-long series about them. He wanted to…

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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

This week, Casey Weade discusses an article from Forbes titled The 3 Major Changes in Trump’s Retirement Executive Order. Listen in as he breaks down the article and shares what he thinks!

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

John Lanza and his wife asked a simple question when their first child was six months old: “How can we raise our kids to be money smart?” Trying to answer it made them realize that there were far more families trying to answer this question than just his. This led him to create The Money…

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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

This week, Casey Weade discusses an article from Seeking Alpha titled How DFA Is Superior To Index Funds: An Analysis. Listen in as he breaks down the article and shares what he thinks!

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

This week, Casey Weade discusses an article from Bloomberg titled “What Helps or Hurts Investment Returns? Here’s a Ranking.“ Listen in as he breaks down the article and shares what he thinks!

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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

Author and educator Emily Guy Birken is on a mission to help people end financial stress. Using her gift for making typically complex financial topics relatable and easy to understand, she’s written about parenting and money for Kiplinger’s and the New York Times. She’s also the author of four books, including The Five Years Before…

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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

This week, Casey Weade discusses 2 different articles. The first is from NerdWallet, titled “Most Americans in the Dark on Key Deductions & Rules“ and the second is from Student Loan Hero, titled “6 Facts Every Parent Should Know About 529 Tax Deductions“ Listen in as Casey breaks down the article and shares what he…

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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

This week, Casey Weade discusses an article from Kitces.com titled “How Birth Year Shapes A Generational Experience In Stock Market Investing.” Listen in as Casey breaks down the article and shares what he thinks!

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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

Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement research to find practical applications and strategies to help retirees and financial planners alike. He’s the Professor of Retirement Income at The American College and the Director of Retirement Research for McLean Asset Management and inStream…

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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

This week, Casey Weade discusses 2 articles from his Weekend Reading. The first is from Motley Fool, titled “Social Security: 3 Things Democrats and Republicans Actually Agree On” and the second is from CNBC, titled “Why Retirees’ Tax Rates May Be Higher Than They Expect.“ Listen in as Casey breaks down the articles and shares what…

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

This week, Casey Weade discusses an article from Fox Business, titled “Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP“. Listen in as Casey breaks down the article and shares what he thinks!

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

Todd Tresidder effectively retired at the age of 35 to find a new purpose and to enjoy life day in and day out. He exited the hedge fund management industry to focus on giving impartial advice – unswayed by bias or products to sell – at FinancialMentor.com. There, he has been providing financial education resources,…

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

This week, Casey Weade discusses an article from FinancialPlanning, titled “5 quirky IRA Rules You Never Heard Of“. Listen in as Casey breaks down the article and shares what he thinks!

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

This week, Casey Weade discusses an important concept. It’s all about How to Prepare for the Next Financial Storm that’s Coming! Listen in as Casey breaks down this idea and shares what he thinks!

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017: Why Smart Women Finish Rich with David Bach

David Bach’s goal in life is to inspire a million women to be smarter with money. He’s the co-founder of AE Wealth Management, which oversees over $4 billion in assets, as well as the author of Smart Women Finish Rich, a word of mouth phenomenon that has sold over 1 million copies and is now…

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

This week, Casey Weade discusses an article from Financial Planning, titled “Kitces: Are Retiree Health Care Costs Overblown?” Listen in as Casey breaks down the article and shares what he thinks!

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019: Weekend Reading — The No. 1 IRA Mistake

This week, Casey Weade discusses an article from Financial Planning magazine, titled “The No. 1 IRA Mistake.” Listen in as Casey breaks down the article and shares what he thinks!

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020: Financial Independence vs. Financial Freedom with Garrett Gunderson

I’ve been following and admiring Garrett Gunderson for years. Garrett is the founder and Chief Wealth Architect of Wealth Factory, as well as the New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and 5 Day Weekend: Freedom to Make Your Life and Work Rich with…

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

This week, Casey Weade discusses an article that he wrote for Kiplinger, titled “5 Tax Strategies for Small-Business Owners” Listen in as Casey breaks down the article and shares what he thinks!

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

This week, Casey Weade discusses an article from Kiplinger, titled “Young Savers Can’t Assume Roths Are Right for Them” Listen in as Casey breaks down the article and shares what he thinks!

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

Nancy Collamer is a coach, consultant, speaker, and author. She writes about the changing nature of work and retirement for PBS’ NextAvenue.org, contributes to Forbes.com, and is the author of Second-Act Careers: 50+ Ways to Profit from Your Passions During Semi-Retirement. There are now more opportunities than ever for people who are leaving full-time jobs…

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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

This week, Casey Weade discusses an article from Kitces, titled “End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts“. Listen in as Casey breaks down the article and shares what he thinks!

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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

Dirk Cotton was a senior executive at a Fortune 500 company. However, after retiring in 2005, he’s found himself busier than ever. He loves to do research, specifically retirement research, and publishes often on his blog, The Retirement Café. He’s also a Thought Leader at APViewpoint, Advisor Perspectives’ online community of investment advisors and financial…

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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

This week, Casey Weade discusses an article from Forbes, titled “New 401(K) Legislation Could Bring Big Changes For Retirement Savers“. Listen in as Casey breaks down the article and shares what he thinks!

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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

This week, Casey Weade discusses an article from NY Times, titled “Navigating the Financial Side of a Relationship” Listen in as Casey breaks down the article and shares what he thinks!

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

Jamie Hopkins is soon to become the Director of Retirement Research at the Carson Group – and he holds virtually every designation under the sun. He has been the Co-Director of New York Life’s Center for Retirement Income, a Professor of the Retirement Income Program at the American College of Financial Services, and helped to…

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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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We craft financial strategies that allow you to realize your life's true purpose.