529: By the Numbers — Your Financial Wake-Up Call: How to Stop Delaying the Decisions That Matter Most

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Investing, Business, Self-improvement

4.7 • 556 Ratings

🗓️ 24 October 2025

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What's really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear create roadblocks, and how to replace procrastination with purposeful progress.

In this episode, we discuss:

Why avoidance = erosion, not explosion
The Hurricane vs. Tornado analogy
How to conduct a "Shame Audit"
Why small steps can create big financial changes

Today's article is from the Money Changes Everything titled, Don't Wait for the Asteroid: Why You Have to Face the Music About Money NOW. 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.

Show Notes: HowardBailey.com/529

📧 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/3T6oNDB

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 Purpose™ 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

Transcript

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0:00.0	If you've ever felt stressed about money, the markets, or retirement, it's not because you're bad with money, it's because life happens.
0:08.0	Over time, we build up these small habits of avoidance, sometimes rooted in past experiences, or even financial trauma, but there's good news ahead.
0:17.0	It doesn't take a complete overhaul of your financial life to feel different. Just a few
0:22.7	intentional steps can reduce your anxiety, restore your confidence, and help you feel at peace
0:28.5	with your retirement and your financial future.
0:46.8	Hey, this is Casey Weed. Welcome to the podcast. Well, that's the topic of today, because it is my mission to deliver clarity and purpose and elevate meaning in your life. And that spans
0:51.6	both financial and non-financial topics. Today you're joining us
0:55.0	for By the Numbers, where we're going to be jumping into those more financially based topics
1:00.6	that will be the folks of our conversation today. But if you join us next Friday for Freedom
1:04.8	After 50, we'll cover more the non-financial side of retirement. So just check out our episode links and you'll see those
1:12.3	titles so you can go and listen to the episodes that speak most of the place you find yourself
1:17.4	today. Most of these conversations that we have on these Friday episodes come from articles
1:23.4	that we've included in our weekend reading for retirees email that hits your inbox every
1:27.5	single Friday. So we curate an email, send it out every single Friday, four articles,
1:32.7	trending topics, summaries of those articles, takeaways from myself, put that in your inbox
1:37.5	along with all kinds of other goodies. You will also get in that email podcast links. You will
1:43.3	have white paper giveaways.
1:44.7	We have book giveaways, free assessments, all kinds of great stuff.
1:47.8	So make sure you get yourself signed up to receive that email and the other three articles
1:51.9	by just texting us the key letters, WR to 888-599-4491, or just check out a link.
1:59.7	Visit us, Retirewith retire with purpose.com.
2:01.4	If you've never signed up before, we will also send you a free digital copy of my Wall Street Journal bestselling book, Job Optional.
	...

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