Retire with Purpose featuring Casey Weade


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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.

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.

To Roth or Not to Roth

Did you know that Roth IRAs aren't always the best option for young savers? Find out why on this episode of the Retire with Purpose show as Casey shares an article from Kiplinger written by previous podcast guest, Jamie Hopkins.

The #1 IRA Mistake

Don't make the #1 IRA mistake! Find out how to avoid making this error (and how to correct it before it's too late) on this episode of Retire with Purpose featuring Casey Weade.

Your Purpose-Based Retirement

Have you defined your why? Find out why it's so important on this episode of Retire with Purpose as Casey breaks down the method behind the Purpose-Based Retirement plan.

Ready to Take The Next Step?

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