Plan for your retirement as you live a life of purpose.
JOB OPTIONAL* by Casey Weade is NOT your typical money book. Casey walks you through exactly how to plan for retirement – differently – and with purpose so that when it’s time to retire you can do so worry-free and on your timeline. In this book, you’ll learn:
- Living a life full of purpose at any age
- Having the choice to never work again
- Making your life savings mean something
- Gaining financial confidence
- Being able to pursue a second career or new passion
Casey shows you the formula for discovering how to take the money you’ve earned and turn it into the legacy you can live right now.
Download the first chapter of Job Optional* - FREE!
Recent TV Episodes
Casey Weade talks about how to start intentional goal setting in retirement. Then Marshal Johnson joins Casey to talk about 5 easy ways to protect your retirement savings from taxes and maximizing your Social Security benefits.
Casey Weade talks about fractured families and how to mend them with podcast guest, Dr. Karl Pillemer. Marshal Johnson joins Casey and they discuss how much cash you should hold in retirement (and where), and making better Social Security and pension decisions.
Casey Weade showcases his latest podcast with World Series of Poker champion Annie Duke on how to make better financial decisions. Marshal Johnson joins Casey to go over how much income your 401(k) will provide, and retirement planning when you don't want to retire.
In this episode, Casey Weade talks about setting healthy financial boundaries with your loved ones. Then Marshal Johnson joins Casey on the topic of will your income last as long as you do? Plus a section on 401(k) rollover pitfalls.
Join Casey Weade as he asks the question, can an app provide the financial advice you need at a fraction of the cost? Then Marshal Johnson and Casey talk about navigating taxes in retirement and going virtual with financial advice.
In this episode, Casey Weade discusses how to find success in your second act, "The Proximity Principle" with Ken Coleman, how to safely spend more in retirement, and claiming Social Security while still working.
Casey Weade and Marshal Johnson talk about what toilet paper has to do with your money. Casey reviews a podcast with bestselling author and poker champion, Maria Konnikova. Plus he answers some viewer questions including "Will Social Security cost of living adjustments keep up with your cost of living in retirement?"
Casey Weade talks about the keys to a successful retirement. Then, Marshal Johnson joins Casey to discuss a hierarchy of financial wellness. Plus, are you overpaying your financial advisor?
Casey Weade discusses what it means to become “unhackable." Marshal Johnson joins in on 6 surprising benefits of not retiring when your spouse does, and then learn about unique planning strategies used in Casey’s own family.
Join Casey Weade as he discusses the no-regrets retirement plan. Marshal Johnson joins Casey to talk about misunderstood retirement planning tools, and then how to get a disinterested spouse involved in your financial future.
Casey Weade discusses creating lasting income from real estate and features clips from his podcast with Jason Hartman. Marshal Johnson and Casey then go over your withdrawal war chest, and how much you actually need to retire.
Recent Radio Episodes
2023 stock market results and 2024 predictions. Answering listener questions on different types of income strategies, the right balance of stocks and bonds in retirement, and if gold belongs in your retirement portfolio. How to create an intentional estate plan with special guest, David York. Income planning case study - one couple’s retirement planning journey.
Creating a customized income strategy with a family who had lots of retirement accounts but no actual plan. Answering listener questions on how to leverage tax-loss harvesting and balancing saving in tax-deferred vs. tax-free accounts. Exploring the power of place in retirement and retirement living with previous podcast experts. Case study about a couple’s retirement income plan and if it was sustainable for their lifestyle.
Is it time for a second opinion? Answering listener questions on to know if your retirement income strategy is sustainable for the long term and Social Security spousal benefits and strategies. Exploring the power of purpose in your life and retirement with three purpose experts. Case study on how long-term care planning benefited a couple without draining them financially.
Security is an illusion when you're investing. Answering listener questions on how to calculate your Social Security benefits and understanding the pros and cons of annuities. Special guest, Nancy Schlossberg shares tips to navigate aging positively. Estate planning case study illustrates how a lack of estate planning caused someone to lose half of their retirement income.
How safe is an 8% withdrawal rate? How to budget for retiree healthcare costs, and answering the question: could your taxes be lower or higher in retirement? Exploring the 4 phases of retirement with special guest, author Riley Moynes. A case study on helping a couple realize that their retirement savings were at risk of a major loss.
Investment risk is not an accident. Answering listener questions on how to know if your advisor is legally required to put your interests first and understanding the difference in Medicare coverage. What it means to live your legacy today with special guest, John Anderson. A tax strategy case study that saved a couple thousands of dollars in taxes in retirement.
What to do with your 401(k) when you retire. Answering listener questions on CDs vs. stocks in your retirement strategy and how relocating in retirement can impact your Social Security benefits. What it means to create a perfect portfolio with special guest, Steve Foerster. Job Optional case study: designing an income strategy that allowed a couple the flexibility to retire at any time.
You probably need less money than you think for retirement. Answering listener questions on gold, Social Security strategy, and the future of taxation. The purpose-driven bucket list with special guest, Jet Vertz. Job Optional case study of a couple who wanted to retire early and relocate to Florida.
Four financial worries to cross off your list. Answering listener questions on inflation, RMDs, and Social Security. Special guest, Mike Drak, shares six longevity principles that are the foundation to building a long and happy retirement. Job Optional case study illustrating the Retire with Purpose Framework.
Bringing your retirement plans and tools together – why to consolidate. How to handle not being aligned with your financial advisor and when to start thinking through the non-financial aspects of retirement. Fitness and strength training over 50 with expert, Dave Durell. What we can learn from the 85-year Harvard study on happiness.
The Return on Hassle Spectrum. Answering listener questions on how to shift your mindset from accumulation to decumulation and ways to pinpoint if you have savings falling through the cracks. Special guest, Celia Dodd and her latest book on thriving in retirement. Job Optional case study: personalizing an income plan to let go of what happens in the markets and focus on what matters most.