Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence.

Casey Wheat is a certified financial planner and president of Howard Bailey Financial.

His newest book, Job Optional, is a Wall Street Journal

bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on

Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by

meaning and purpose. Join me this week and every week as we discuss thoughts and ideas

with some of today's foremost experts in the field of finance and retirement, as well as discussing

trending topics that could impact your bottom line. These discussions can help you make

better financial decisions so you can live the lifestyle you've always imagined and deserved.

Welcome to the show.

Today I'm speaking with Bob Foley.

Bob has helped launch billion-dollar companies, several nonprofits, and worked for many major brands in the country.

His current venture and sole focus is legacy

transition coaching, where he helps his clients focus on the non-financial aspects of retirement

to let go of their corporate identities and create a new life on their own terms. Bob thinks about

retiring with purpose and his work from a remarkably

specific angle. He's uniquely focused on helping answer questions of lifestyle, tackling issues

of ageism, and navigating life and work after the loss of a spouse or partner, among many

other issues affecting retirees today.

In this conversation, Bob shares the story of his unique journey into the world of retirement coaching,

proposes new ideas and concepts for people transitioning out of full-time careers,

especially when leaving the corporate world, and how to create more meaning, purpose,

...