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Retire With Purpose: The Retirement Podcast

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059: SEC passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback - Weekend Reading
This week's retirement reading is from Financial Planning, titled SEC Passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also b…
057: What You Need To Know About Washington State's Public Long-Term Care Insurance Program - Weekend Reading
This week's retirement reading is from Forbes, titled What You Need To Know About Washington State's Public Long-Term Care Insurance Program. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be ac…
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 as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPur…
055: How to Navigate The Changing Retirement Landscape with David Blanchett
Lots of retirement research comes from people who are trying to sell you products, but David Blanchett is not that kind of researcher. A CFP, CFA, and PhD, David is Adjunct Professor of wealth management at The American College of Financial Service…
054: Retirees, Weigh a Pension Lump Sum Offer Carefully - Weekend Reading
This week's retirement reading is from Kiplinger, titled Retirees, Weigh a Pension Lump Sum Offer Carefully. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurp…
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 Mistakes to Avoid. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by…
052: Discover the Power of Gratitude with John Israel’s Mr. Thank You Project
John Israel is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet … One Card at a Time. Over the course of one year, John wrote five handwritten Thank You cards a day, every day, for 365 s…
051: What Is The "Bucket" Approach Strategy To Retirement Income Planning? - Weekend Reading
This week's retirement reading is from Forbes, titled What Is The "Bucket" Approach Strategy To Retirement Income Planning? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting…
050: More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients - Weekend Reading
This week's retirement reading is from CNBC, titled More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be…
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 the hard way. In the years that followed, she studied and became certified with Retirement Options, then founded Next3rd to help …
048: How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time - Weekend Reading
This week's retirement reading is from Kitces, titled How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be …
047: New Annuities Starting to Address RMDs - Weekend Reading
This week's retirement reading is from Investment News, titled New Annuities Starting to Address RMDs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.co…
046: How To Stay Present, Benefit From Past Memories, and Plan For The Future with Laurie Cameron
Laurie Cameron is the founder and CEO of Purpose Blue, a mindfulness consultancy that has delivered coaching and leadership training to Fortune 100 companies including Google and Cisco, universities, and other groups all over the world. She is also…
045: Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers - Weekend Reading
This week, Casey Weade discusses an article from Market Watch, titled Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers. Listen in as Casey breaks down the article and shares what he thinks! Today's episod…
044: Weekend Reading - What Does Passing on Values to the Next Generation Really Look Like?
This week, Casey Weade discusses an article from Advisors Perspectives, titled What Does Passing on Values to the Next Generation Really Look Like? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be ac…
043: How To Make The Most of Your Second Act with Dr. Paul Ward
Dr. Paul Ward is a leadership and life transitions coach, transformation consultant, purposeful life coach, and hot air balloon pilot. As the principal owner of the Too Young To Retire Organization, he helps people contribute to the world beyond th…
042: Making the Most of a Health Savings Account Once You Turn Age 65
This week, Casey Weade discusses an article from Kiplinger, titled Making the Most of a Health Savings Account Once You Turn Age 65. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visit…
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 health challenges to take part in a life-changing experience they’ve always dreamed of. The Foundation has taken people to concerts, …
040: Weekend Reading - Supercharge Your Lifetime Retirement Benefits
This week, Casey Weade discusses an article from Forbes, titled Supercharge Your Lifetime Retirement Benefits. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.…
039: Weekend Reading - Should Retirees Hold on to Equities? Not Necessarily
This week, Casey Weade discusses an article from Market Watch, titled Should Retirees Hold on to Equities? Not Necessarily. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Retir…
037: Weekend Reading - Teach Your Children Well - Money lessons for the Grandkids
This week, Casey Weade discusses an article from AARP, titled Teach Your Children Well - Money lessons for the Grandkids Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWi…
036: Weekend Reading - Is Retiring at the Average Age a Smart Move?
This week, Casey Weade discusses an article from The Balance, titled Average Retirement Age in the United States: Is Retiring at the Average Age a Smart Move? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can…
035: How Grove Founder is Making Online Financial Advisory Easier than Ever with Chris Hutchins
Like many people, Chris Hutchins was laid off during the financial crisis of 2008. However, instead of simply looking for work, he set out to make a name for himself. He founded LaidOffCamp, where others like him explored founding companies, freela…
034: Weekend Reading - How Likely is it That Social Security Will Go Broke?
This week, Casey Weade discusses an article from MarketWatch, titled How Likely is it That Social Security Will Go Broke? Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireW…
033: Weekend Reading - 2 Retirement Killers And How To Avoid Them
This week, Casey Weade discusses an article from Forbes, titled 2 Retirement Killers And How To Avoid Them. Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com…
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Podcast Details
Started
Aug 31st, 2018
Latest Episode
May 27th, 2019
Release Period
Daily
No. of Episodes
56
Avg. Episode Length
38 minutes
Explicit
No

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