Episode 274: Leaving a "Breadcrumb Legacy"

Casey talks about what it means to leave a “breadcrumb legacy." Marshal joins the discussion on navigating the retirement minefield, and the latest in retirement trends in this episode of Retire With Purpose.

01/25/2021

Episode 273: The Uses and Benefits of Life Insurance

The many uses and benefits of life insurance with Jim Bowman, learn about building social security's insecurity into your retirement plan, and making a good pension decision.

01/18/2021

272 personalizing your retirement strategy preview

Episode 272: Personalizing Your Retirement Strategy

Personalizing your retirement strategy, are you a human being or a "human doing” - discussion with podcast guest and doctor Sachin Patel, and the biggest mistakes Casey has seen retirees make.

12/14/2020

Episode 271 retire with purpose tv preview

Episode 271: Will Your Taxes Be Lower in Retirement?

Will your taxes be lower in retirement? Can money buy happiness with podcast guest Brian Portnoy. Also, a focus on your healthcare options prior to Medicare age.

12/09/2020

Episode 270: Tax Strategies for Couples

Tax strategies for couples that you won't want to miss. Do you believe fake news about retirement? Plus, catch highlights of our Retired Inspired Podcast with Chris Hogan, best-selling author, personal finance expert, and a leading voice on retirement, investing, and wealth. 12/07/2020

Episode 269: Is 55 Too Early to Retire?

See highlights from podcast guest, Dr. Carolyn McClanahan, a physician-turned-financial planner; Understand challenges of an early retirement and how to best prepare for them. 12/07/2020

Episode 268: Living with Meaning & Purpose

How to live with Meaning & Purpose, when you should buy long-term care insurance, and your financial advisor may not actually be an advisor.

12/06/2020