Retire With Purpose - The Retirement Podcast

Today, I'm thrilled to welcome Bruce Feiler back to the podcast. Bruce has written seven New York Times bestsellers, given three TED Talks viewed more than 4 million times and teaches the TED course How to Master Life's Transitions, and has been a longtime columnist for the New York Times.

While our previous conversation was all about navigating transition, this episode focuses on Bruce's new book, The Search: Finding Meaningful Work in a Post-Career World. In the book, Bruce shares a toolkit with 21 questions to find work that you love.

In our conversation, we explore the different aspects of work that make it more meaningful, what a "workquake" is and why the average American has at least 20 of them in their lifetime. We'll also walk you through the process of conducting a “meaning audit” to live the life you want–not the one you think you should.

GET A FREE ACCESS TO BRUCE’S BOOK: THE SEARCH: FINDING MEANINGFUL WORK IN A POST-CAREER WORLD

Here's all you have to do...

• Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
• Step 2.) Text the word BOOK to 888-599-4491 and we’ll make sure you get signed up for free. It’s that simple!

In this podcast interview, you’ll learn:

• What Bruce learned from the time he spent working with his grandfather, and how that experience shaped the rest of his life.
• Why we’re seeing suicide rates skyrocket for retirees and pre-retirees.
• What “post-career” really means–and how Bruce’s interviews with over 500 everyday Americans helped him develop a better understanding of life’s transitions.
• The common traits of people that love what they do.
• Why work doesn’t need to be miserable, despite what history and narratives have told us
• How to find balance and fulfillment at any age by writing your own work story.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/457

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

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 PurposeTM 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

What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear vision and commitment to growth.

In this episode, we discuss:

• How to define freedom, happiness, and joy
• The 70/30 rule and how it can help you be more time intentional
• What it means to “live generously”

Today's article is from our very own blog titled, Freedom After 50: 7 Habits for a Happy Retirement. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/469

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

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 PurposeTM 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

Today, I’m talking to Richard Leider. For over 40 years, Richard has been a Nationally Certified Master Career Counselor at Inventure – The Purpose Company. Richard has been studying purpose (and the purpose of movement) for decades. He’s led expeditions around the world, climbed Kilimanjaro, and shared his insights in a powerful TEDx talk.

He’s also the author of 11 books, including three bestsellers. In his most recent work, Who Do You Want To Be When You Grow Old?: The Path of Purposeful Aging, he invites readers to grow old on purpose and chart a path to elderhood with choice, curiosity, and courage. He explores why purposeful aging is both accessible to all and fundamental to health, happiness, and longevity–and how to authentically become the person you were always meant to be.

I was introduced to Richard’s work by Avivah Wittenberg-Cox, and now I’m a huge fan. In our conversation, we discuss the expeditions he’s led in Tanzania, how he’s helped people to find their new purpose and meaning in their post-career lifestyle, and how to reframe your life to focus on your greatest gifts.

GET A FREE COPY OF RICHARD’S BOOK, WHO DO YOU WANT TO BE WHEN YOU GROW OLD?: THE PATH OF PURPOSEFUL AGING

Here's all you have to do...

• Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
• Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• Why Africa is a popular destination for many people on their journeys to find purpose and meaning.
• The three M’s that Richard sees as essential to living with purpose.
• The differences between purpose, meaning, and calling.
• How to use the Napkin Test to identify your gifts.
• Why only one in three people has a clear reason for getting up in the morning–and how to clarify your purpose each day.

Show Notes: RetireWithPurpose.com/291

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Almost every financial advisor faces a time in their career during which their clients’ spouses pass away, and many advisors struggle to know how to both provide support and guidance to their newly widowed clients’ surviving partners. In fact, as many as 70% of widows change financial advisors after the death of their spouse, and a lack of understanding is almost always the reason.

After Dr. Kathleen Rehl’s late husband passed, she set out on a journey to help empower widows, as well as the advisors who work with them. She is the author of Moving Forward On Your Own: A Financial Guidebook For Widows. Though many of the guests I’ve had on this podcast are authors, this is one of the few books that was fast, easy to read, and full of great insight.

Today, Kathleen joins the podcast to talk about how becoming a widow herself completely changed how she works with this demographic, how profound loss affects the decision-making process, and the common mistakes that get so many financial advisors fired after the death of a spouse. You’ll also hear stories about how Kathleen’s helped her own clients through this difficult time in their lives to pass their values, hopes, and dreams on to the next generation.

Free Offer: To Get A FREE Copy of Dr. Kathleen Rehl's Guidebook, Moving Forward On Your Own, visit RetireWithPurpose.com/94

Show Notes: RetireWithPurpose.com/94

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Please note: For the special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Disclosure:

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Today, I’m speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evidence-based investing. He’s also a well-known advocate for cutting through the financial media noise to focus on strategies that actually work.

In Larry’s latest book, Enrich Your Future: The Keys to Successful Investing, he distills decades of financial wisdom into 40 powerful stories that make investing principles easy to understand and apply.

In our conversation, Larry shares the science behind behavioral finance and explains why most investors fall prey to emotional biases, media hype, and market timing traps. We also dive into why passive investing remains a leading strategy among investors, how to truly measure risk, and why a globally diversified portfolio beats stock-picking in the long run.

GET FREE ACCESS TO LARRY’S BOOK TITLED, ENRICH YOUR FUTURE: THE KEYS TO SUCCESSFUL INVESTING

Here's all you have to do...

• Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
• Step 2.) Text the word BOOK to 866-599-4491 and we’ll make sure you get signed up for free. It’s that simple!

In this podcast interview, you’ll learn:

• Why passive investing isn't just a trend—it’s a game-changer for wealth-building.
• The biggest mistakes investors make and how to avoid them.
• The difference between risk and uncertainty, and why most investors get it wrong.
• Why the market is smarter than any single investor and what that means for your portfolio.
• How to structure an investment portfolio based on empirical research, not emotions.
• The surprising link between retirement, purpose, and mental health—especially for retired men.

Show Notes: RetireWithPurpose.com/494

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

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 PurposeTM 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