088: The Philosophical Questions Behind Retirement with Mitch Anthony
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 28 October 2019
⏱️ 57 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, "When are we going to get to tax strategies? When are we going to get to income strategies?" We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from the teachings of Mitch Anthony.
I've been inspired by Mitch since I was in high school. Mitch is the author of many books, including The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want. I've been following his work for decades, gifted his books dozens of times, and I'm honored to have a chance to interview him.
Mitch joins the podcast today to discuss how he helps his clients find purpose in life as they plan for retirement, how changing attitudes toward aging has affected people in mindset, health, and longevity, and how to find a sustainable balance between vocation and vacation - no matter what stage of life you're in.
Please note: For this 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 info@howardbailey.com.
Show Notes: Howardbailey.com/88
Rate & Review the Podcast: RetireWithPurpose.com/review
Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading
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 PLANNER™ 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.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.5 | Casey Leed is a certified financial planner and best-selling author with his newest book, Job Optional, |
| 0:20.5 | available now on Retirewithpurpose.com and Amazon. |
| 0:24.6 | He's your host on Retire with Purpose. |
| 0:27.4 | Hi, I'm Casey, and I'm thrilled you're joining me this week and every week |
| 0:31.7 | as we discuss thoughts and ideas from some of today's most successful retirees |
| 0:36.4 | and experts in the field of finance, |
| 0:39.2 | excited to be offering you specific strategies that can help you make better financial decisions |
| 0:44.3 | so you can live the lifestyle you've always imagined and deserved. Welcome to the show. |
| 0:52.1 | Today's guest is Mitch Anthony. You may not know this name, but I bet you've come into |
| 0:57.6 | contact with someone that was trained by him throughout your experience with financial advisors. |
| 1:03.1 | My dad was a financial advisor for decades. He actually gave me one of Mitch's first books |
| 1:08.3 | when I was just in high school, and it's still sitting on my |
| 1:11.8 | shelf this day. It's probably one of my top five most gifted books of all time. This man is a |
| 1:18.9 | force of nature, and he does it all in what he likes to go all his retirement. He's actually |
| 1:24.1 | getting ready to go golfing while we're doing the interview, And so he had to cut it just a little bit short. |
| 1:29.7 | We got all kinds of great stuff out of him during our period of time together. |
| 1:33.4 | But he was actually taking off to play a little golf in the afternoon. |
| 1:37.2 | That's what I call job optional. |
| 1:39.8 | This guy is the creator of what's known as financial life planning and something we talk about |
| 1:45.5 | all the time on our shows and in our meetings, something called return on life over |
| 1:50.7 | return on investment. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.