The Retirement Wisdom Podcast

Will You Retire with Purpose? – Casey Weade


Listen Later

What happens when someone who's purpose-driven achieves financial independence and doesn't need to work anymore?  How do they create a purpose-driven life in retirement? Casey Weade, the author of  Job Optional*: *The science of retiring with confidence; the art of living with purpose, shares his insights on how to retire with purpose.

_______________________
Bio
Casey Weade is a sought-after retirement planning professional, speaker and CEO/Chief Visionary of the national financial firm, Howard Bailey. He hosts the "Retire with Purpose" radio, TV show and podcast--providing sound financial guidance to pre-retirees and retirees across the country. He is also a member of the Forbes Finance Council and is a Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional® (RICP®), an Investment Advisor Representative, and holds licenses in Life, Accident, and Health insurance.

Casey's not only passionate about guiding people toward a financially secure retirement, but he also zones in on what your Golden Years might look like. His "Purpose-Based Retirement" philosophy begins with finding your "why" and building a plan to protect that. In Casey's words, "The path to retirement is all about utilizing offensive strategies. But once you actually get there, the game switches to defending your purpose for retirement, and in turn your life savings from the major risks it will face."

Casey is a lifelong Midwest native, and currently resides in Fort Wayne, IN, with his wife and two sons. He sponsors the Howard Bailey Junior Golf Tour as part of the Indiana Golf Foundation, and continues to stay active in his own community by supporting small businesses, local organizations and charities throughout the year.

__________________________
Wise Quotes
On How to Retire with Purpose

"And by going back to work and no longer needing the money, he was able to help people tenfold because he was there for the right reasons. He was there to share what he had learned, his experiences, his knowledge, and his talents with other individuals to help them. And I think every retiree has those things that they've built up throughout their career. That's one of the biggest opportunities that we have as a generation, and as a firm, is to help individuals recognize what those talents are. We go through this working life of say 30, 40, 50 years of experience. And we're really good at some of those things that we did while we're working. It may feel like we no longer want to work. And that may be true that you no longer want to work, but there are certain elements of everyone's career that they actually truly enjoy. And those are usually the areas that Dan Sullivan, a strategic coach, one of my coaches, would say is your unique ability. We uncover those unique abilities, those things that you're really amazing at that you can get lost in doing for hours upon hours. Those are your areas of the biggest impact. And once you reach that level of financial freedom, where you're no longer needing the money, you can pull those elements out of your career. You can pull those unique abilities into your future. And now you can focus all of your time and attention into those areas where you make the biggest impact and all ultimately deliver the most meaning and purpose to your life as a result of delivering that into other people's lives."

On the Risk of Inaction

"And then we get into strengths, it's, Hey, what are your strengths? Well, you might have a strength in delegation. Maybe you have a strength in the amount of wealth that you've accumulated. Maybe you have a strength in your ability to really think deeply about your future. And we're able to work ourselves through that process, from dangers to opportunities to strengths, to create clarity. And if we don't have clarity,
...more
View all episodesView all episodes
Download on the App Store

The Retirement Wisdom PodcastBy Retirement Wisdom

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

175 ratings


More shows like The Retirement Wisdom Podcast

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,953 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

449 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

814 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,315 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

454 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,480 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

557 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

697 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

452 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

829 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

599 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,061 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

356 Listeners