Retire with Purpose featuring Casey Weade


The "Retire with Purpose" TV show highlights topics and potential issues that directly affect those nearing or already in retirement. Since 2011, Casey has been breaking down complex concepts and shedding light on otherwise abstract financial matters alongside host Lee Kelso and Howard Bailey vice president Marshal Johnson.

The Future of Social Security

Will Social Security actually "go broke" as projected? Get the scoop as Casey discusses an article from MarketWatch on the future of Social Security.

Watch Out For These Retirement Killers

Are retirement killers waiting in the shadows to take you down? Get the details as Casey discusses a Forbes article on 2 retirement killers and how to avoid them.

Do You Still Need Life Insurance?

Do you really need life insurance in retirement? Find out as Casey discusses an article from Kiplinger on why you might (or might not) need life insurance in your Golden Years.

Navigating the New World of Retirement

Retirement is a whole new world! If you don't have a map yet, be sure to get the details as Casey shares an article from Kiplinger on moving to this new world and what map to use.

When Should You Take Social Security?

Did you know that taking Social Security at full retirement age isn't the best plan for everyone? Get the details as Casey shares an article from Kiplinger that discusses who should take their Social Security benefits earlier (and why).

Tax-Efficient Withdrawal Strategies

If you're at or near the age of taking Required Minimum Distributions (RMDs), you won't want to miss this episode of the Retire with Purpose Show! Casey shares his insight on an article from Forbes that discusses tax-efficient retirement withdrawal strategies.

Your 2019 Retirement To-Do List

Whether you're already retired or still in pre-retirement, what are the top 3 things you should do THIS YEAR? Get the details as Casey breaks down his 2019 Guide to Maximizing Retirement Efficiency.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Give us a call at (866) 482-9559

Or email us at

Call Now Button