Cover image of Retire With Purpose - The Retirement Podcast

Retire With Purpose - The Retirement Podcast

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... Read more

Ranked #1

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085: Making Sense of Social Security with Mary Beth Franklin

085: Making Sense of Social Security with Mary Beth Franklin

Few people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at Inves... Read more

14 Oct 2019

1hr 9mins

Ranked #2

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087: Retirement Planning, Step 1: Purpose

087: Retirement Planning, Step 1: Purpose

Today is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series w... Read more

25 Oct 2019

20mins

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114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight

114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight

David McKnight is a champion for the American people. He’s not only warned us all about why we should expect taxes to ge... Read more

2 Mar 2020

1hr 24mins

Ranked #4

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073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava

073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava

At some point in almost every single client meeting, we get asked how much health insurance is going to cost, what Medic... Read more

19 Aug 2019

1hr 10mins

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Ranked #5

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

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 res... Read more

15 Oct 2018

1hr 5mins

Ranked #6

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

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 typi... Read more

1 Oct 2018

1hr 6mins

Ranked #7

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017: Why Smart Women Finish Rich with David Bach

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 Manag... Read more

12 Nov 2018

1hr 8mins

Ranked #8

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030: Weekend Reading: Why Wealthy People May Want to Take Social Security at Age 62

030: Weekend Reading: Why Wealthy People May Want to Take Social Security at Age 62

This week, Casey Weade discusses an article from Kiplinger, titled Why Wealthy People May Want to Take Social Security a... Read more

25 Jan 2019

20mins

Ranked #9

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056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading

056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading

This week's retirement reading is from Forbes, titled Could These Two Mega Trends Crush Your Retirement Plan? Listen in ... Read more

31 May 2019

17mins

Ranked #10

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064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder

064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder

George Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest ... Read more

8 Jul 2019

1hr 8mins

Ranked #11

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

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

Jon Vroman makes moments. As the founder of the Front Row Foundation, he helps individuals facing life-threatening healt... Read more

18 Mar 2019

1hr 3mins

Ranked #12

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

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

Kris Van Der Pas-Norenius sold her successful business at the age of 55 - and learned a lot of things about retirement t... Read more

29 Apr 2019

56mins

Ranked #13

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103: How to Choose the Right Financial Advisor with Brad Johnson

103: How to Choose the Right Financial Advisor with Brad Johnson

Choosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, no... Read more

6 Jan 2020

1hr 13mins

Ranked #14

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104: The 9 Types of People You'll Meet in Retirement - Weekend Reading

104: The 9 Types of People You'll Meet in Retirement - Weekend Reading

This week's retirement reading is from Kiplinger, titled The 9 Types of People You'll Meet in Retirement. Listen in as C... Read more

10 Jan 2020

28mins

Ranked #15

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092: Retirement Planning, Step 3: Income Planning

092: Retirement Planning, Step 3: Income Planning

Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the ... Read more

15 Nov 2019

27mins

Ranked #16

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032: How To Get (or Stay) Fit in Retirement with Jim Owen

032: How To Get (or Stay) Fit in Retirement with Jim Owen

When Jim Owen was 70 years old, he saw himself as an old man for the first time. He was 25 pounds overweight. He suffere... Read more

4 Feb 2019

1hr 13mins

Ranked #17

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093: Retirement Planning, Step 4: Growth

093: Retirement Planning, Step 4: Growth

Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the four... Read more

22 Nov 2019

23mins

Ranked #18

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

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 d... Read more

21 Jan 2019

1hr 12mins

Ranked #19

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071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?

071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?

Over the next month, we're going to be talking about some of the fundamental principles that will affect your retirement... Read more

9 Aug 2019

21mins

Ranked #20

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053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading

053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading

This week's retirement reading is an article Casey wrote for Forbes, titled Confessions of a Financial Advisor: 3 Mistak... Read more

17 May 2019

24mins

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