415: 7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 19 January 2024
⏱️ 29 minutes
🧾️ Download transcript
Summary
What does it look like to build your own life strategy, and why do you really need one? In this episode of the Retire With Purpose Podcast, we're exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life.
Today's article comes from the Harvard Business Review titled, Use Strategic Thinking to Create the Life You Want. 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.
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Show Notes: Howardbailey.com/415
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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 | Are you running your life without a strategy? Because you'd never run a business without a strategy. |
| 0:05.3 | So today, what we're going to walk you through is a step-by-step process to build your very |
| 0:09.6 | own life strategy. |
| 0:19.3 | Welcome to Retire with Purpose podcast, where it is my mission to deliver clarity and purpose and elevate meaning in your life through personal and practical financial strategies. |
| 0:27.7 | But it's not all about the financial here on the Retire with Purpose podcast. |
| 0:31.6 | If you're new to the show, you're going to find out a few things. |
| 0:35.1 | We talk about both non-financial and financial things, |
| 0:38.0 | weekend and week out every other Monday with one of our world-class guests in a long-form format |
| 0:43.5 | on a variety of different topics from health, retirement, personal finances, and more. |
| 0:49.4 | And then every single Friday, we get together with you and we discuss a trending topic |
| 0:53.7 | from our weekend reading for retirees email series. What is weekend reading? Well, we get together with you and we discuss a trending topic from our weekend reading for retirees email series. |
| 0:56.9 | What is weekend reading? |
| 0:57.9 | Well, weekend reading is a curated email from myself to you delivered to your inbox every single Friday with four articles that are all designed to elevate your life in retirement and also prior to retirement. You'll receive summaries and |
| 1:13.2 | takeaways from those articles in addition to all other types of great resources, |
| 1:18.2 | toolkits, assessments, giveaways, and more. And if you've never signed up to become a weekend |
| 1:23.6 | reading subscriber before, we're going to send you out a free digital copy of my Wall |
| 1:28.1 | Street Journal bestselling book, Job Optional. You have to get this resource. Today, I am joined by |
| 1:33.9 | my good friend and vice president Howard Bailey Financial Certified Financial Planner, Marshall Johnson. |
| 1:39.3 | Hey, hey, so glad to be here, case. I'm excited to have you here. As always, we'll be talking Harvard |
| 1:44.0 | today. |
| 1:45.2 | So we just grabbed a small article from the Harvard Business Review. Are you saying it's a little heavy? |
| 1:50.8 | It's a thick. It's a thick boy. It's about 26 pages. 26 pages. It depends on the format that you print that thing out. But I love this article because it is titled, Use Strategic Thinking to |
... |
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