378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement

Retire With Purpose - The Retirement Podcast

Casey Weade

Investing, Business, Self-improvement, Education

4.7 • 564 Ratings

🗓️ 24 July 2023

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today's episode is a little different. I had the pleasure of being on Dr. Jordan Grumet's Earn & Invest podcast and absolutely loved the content, so I'm sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement.

You might recognize Jordan's name as he was my guest in May of this year. For those that don't know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for deep conversations about money and life.

He's the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, a full-time author and podcaster, and a regular contributor to Medscape, MarketWatch, and many other outlets.

In this conversation, we covered a wide range of topics, including the story of my own semi-retirement, what it truly means to be job optional, how to unlock your true potential and set yourself up for success before and during retirement.

In this podcast interview, you'll learn:

What I learned when my son was born with a congenital birth defect and I was forced into semi-retirement for six months.
The value of taking sabbaticals well before you retire to start to understand what real retirement feels like.
Why the conversations that should be happening with financial planners and retirement coaches don't happen.
How to use data to approach retirement given your unique background and circumstances.
Why so many people are working in retirement today compared to the previous generation.
Ways to think about and approach long-term care planning.
The unique roadblocks likely to affect people planning for retirement in the next 20 years.

Show Notes: Howardbailey.com/

Rate & Review the Podcast: RetireWithPurpose.com/review

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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Transcript

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0:00.0	Today, the tables are turned as previous Retire with Purpose podcast guest, Dr. Jordan Grumma, otherwise known as Doc G, interviews myself on his award-winning podcast, Earn and Invest.
0:14.2	When Doc G and I first connected for his interview on the Retire with Purpose podcast, it was very clear that we shared a deep passion for two of my favorite topics, meaning and purpose. In episode number 361, where we interviewed Doc G, we had an incredibly insightful conversation about how Doc G's role as a hospice doctor lent him a unique perspective on what it means to truly take stock of your life,
0:39.6	reach financial independence, and live every day to the fullest. In my interview on Doc G's
0:45.0	Earn and Invest podcast, we discussed why our mission at Howard Bailey is to help you gain clarity and
0:51.0	purpose and elevate meaning in your life through personal and practical
0:54.9	financial strategies. Join us now as we explore how my experience is framed our purpose-driven
1:01.6	mindset, when to start thinking about the non-financial aspects of retirement, and test
1:07.8	driving retirement, and also an overview of our proprietary retire with purpose framework, our four pillars, and why they all tie back to your purpose.
1:18.2	That's it.
1:19.1	Thanks for listening.
1:19.8	And without further delay, I give you my conversation with Doc G.
1:23.4	Thank you. Pacey Wheat is the CEO and chief visionary of Howard Bailey Financial.
1:35.6	He hosts the weekly Retire with Purpose radio and TV shows, which air across the Midwest,
1:40.3	as well as the National Retire with Purpose podcast, aim to help people maximize your financial
1:44.9	confidence and overall financial well-being. He is a multi-time author with his latest book,
1:49.9	Job Optional, Reaching Number One on the Amazon Bestseller List and Retirement Planning,
1:54.1	and number five on the Wall Street Journal nonfiction e-book bestseller list.
1:58.6	Casey has also been featured national media outlets, including the Wall Street Journal,
2:02.0	Fox Business, and CNBC.
2:04.1	He's a firm believer in developing retirement plans that are driven by meaning and purpose.
2:08.9	Casey Weed, welcome to earn and invest.
2:12.8	Your brand is retire with purpose.
	...

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