514: Freedom After 50: You Planned Wisely—But Is Your Money Aligned with What Matters Most?
Retire With Purpose - The Retirement Podcast
Release Date: 08/08/2025
534: By the Numbers: Gold vs. Stocks — What the Data Says About Retirement Portfolios
Retire With Purpose - The Retirement Podcast
Gold has been surging lately, but is it truly a golden opportunity for retirees, or just another glittering distraction? Join us as we break down what’s really driving gold’s rise, explore its role as a diversification tool, and reveal what the data says about whether it deserves a spot in your portfolio. In this episode, we discuss: Gold’s big run Historical data of gold vs. equity returns Inflation confusion Central banks’ role How to diversify and own gold wisely Today's article is from the Of Dollars and Data titled, . Listen in as Founder and CEO of ,...
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533: By the Numbers: The Case for “Good Enough” — Why Simplicity Often Beats Perfection in Retirement Planning
Retire With Purpose - The Retirement Podcast
Could striving for the “perfect” portfolio be holding you back from the fulfilling, financially confident life you’ve worked so hard for? Join us as we explore why embracing a “good enough” mindset can lead to greater happiness, balance, and confidence in retirement. In this episode, we discuss: The myth of the “perfect” portfolio Satisficers vs. Maximizers The Boglehead Paradox Your life’s “cups” of energy Today's article is from the Morningstar titled, . Listen in as Founder and CEO of , Casey Weade, breaks down...
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532: Debunking Advice From Financial “Gurus” to Create An Efficient Retirement Income Plan with David McKnight
Retire With Purpose - The Retirement Podcast
Today, I’m speaking with David McKnight. David is a best-selling author, world-renowned tax strategist, and financial educator who challenges some of the most popular (and misleading) retirement gurus and influencers in the financial advice space. He’s also a great friend, and beloved guest on the show and I’m excited to welcome him back for a 3rd time on the podcast. David is well known as the author of The Power of Zero which was made into a full-length documentary film. In his latest book, The Guru Gap, he exposes why one-size-fits-all financial guidance from so-called experts often...
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531: By the Numbers: Why Retirees Often Spend Too Little, Too Late
Retire With Purpose - The Retirement Podcast
Discover what new research reveals about how retirees actually spend their money — and why front-loading your retirement income plan could be the key to enjoying your healthiest, most fulfilling years first. In this episode, we discuss: Pitfalls of traditional retirement income plans What to know about the “retirement spending smile” Spending regret factors for retirees Health and longevity perceptions Today's article is from the ThinkAdvisor titled, . Listen in as Founder and CEO of , Casey Weade, breaks down the article and provides thoughtful...
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530: Freedom After 50: How Challenge Rekindles Purpose in Your Next Chapter
Retire With Purpose - The Retirement Podcast
What if the key to a fulfilling retirement isn’t about relaxation — but about doing the hard things you’d rather avoid? From rewiring your brain to deepening your sense of purpose, discover how challenges — big or small — can restore meaning, resilience, and joy in your next chapter of life. In this episode, we discuss: Why comfort can erode resilience How to leverage “controlled challenges” Ways ancient wisdom encourages (positive) discomfort Freedom vs. discipline in retirement Today's article is from The Net Worthwhile® Weekly titled, . Listen in as Founder...
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529: By the Numbers — Your Financial Wake-Up Call: How to Stop Delaying the Decisions That Matter Most
Retire With Purpose - The Retirement Podcast
What’s really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear create roadblocks, and how to replace procrastination with purposeful progress. In this episode, we discuss: Why avoidance = erosion, not explosion The Hurricane vs. Tornado analogy How to conduct a “Shame Audit” Why small steps can create big financial changes Today's article is from the Money Changes Everything titled, . Listen in as Founder and CEO of , Casey Weade, breaks down the article and provides...
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528: Freedom After 50: Finding Peace in the Mystery – Why Financial Control Is an Illusion
Retire With Purpose - The Retirement Podcast
The belief that more data equals more control is an illusion. Our obsession with finding the “perfect” financial plan and receiving constant information often leads to anxiety, not peace. Join us as we explore why embracing uncertainty, focusing on what you can control, and leading with purpose can help create true financial (and emotional) freedom. In this episode, we discuss: How to balance control with surrender The pitfalls of too much information Dangers of financial fundamentalism How to go from analysis to action Today's article is from The Net...
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527: Challenging the Conventional Wisdom of Stocks vs. Bonds and Common Retirement Planning Strategies with Edward McQuarrie
Retire With Purpose - The Retirement Podcast
Today, I’m speaking with Edward McQuarrie. Ed is the Professor Emeritus at Santa Clara University, where he taught in the marketing department for more than three decades before retiring in 2016. After stepping away from teaching, Ed pursued a new passion in researching financial market history and retirement income planning. His work has been featured in the Wall Street Journal, MarketWatch, and Barron’s, and he frequently contributes to our Weekend Reading for Retirees series. He was introduced to us by past guest William Bernstein, who insisted Ed would be a must-hear voice on the...
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526: Rethinking Social Security: Why Waiting Until 70 Isn’t Always Best
Retire With Purpose - The Retirement Podcast
What if the common advice to wait until age 70 for Social Security isn’t always the best move? Could claiming earlier actually give you more freedom and peace of mind in retirement? In this episode, we discuss: Risks of “blanketed” Social Security advice Determining your expected value vs. expected utility Mortality, sequence of returns, and policy risks Pinpointing your “personalized discount rate” Today's article is from the Kitces.com blog titled, . Listen in as Founder and CEO of , Casey Weade, breaks down the article and provides thoughtful...
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525: Freedom After 50: 12 Belief Traps Keeping You from a Meaningful and Impactful Retirement
Retire With Purpose - The Retirement Podcast
Retirement is about more than finances — it’s about meaning and growth. Join us as we explore common “belief traps” that can hold you back, how to reframe your story, and expand what’s possible in the years ahead. In this episode, we discuss: How the echo chamber and certainty traps limit perspective and growth Why the comfort trap keeps you stuck — and how to break free The danger of the perfection and irrelevance traps in later life A powerful exercise to reframe your time horizon and live with greater purpose Today's article is from our own blog titled . Listen in...
info_outlineWhat if true wealth isn't just about how much you’ve saved, but how wisely you’re living? Join us as we explore the WiseWealth Matrix, a tool built on six life “currencies” that go far beyond money.
In this episode, we discuss:
- The WiseWealth Framework
- Wealth vs. Wisdom currencies
- The 4 zones of the Matrix
- And, an exciting announcement!
Today's article is from our very own blog post titled Freedom After 50: Why Change Feels So Hard and How WiseWealth Helps You Face It. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore how to live wisely, not just save wisely.
Show Notes: HowardBailey.com/514
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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process