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Retire With Purpose - The Retirement Podcast

443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7564 Ratings

🗓️ 14 June 2024

⏱️ 38 minutes

🧾️ Download transcript

Summary

To live a midlife full of meaning and purpose, you must first understand your core values and the role they play in your overall wellbeing. 

In this episode, we discuss: 

  • The definition of a "core value"
  • How to identify your core values and why they're so important in midlife
  • Why values are NOT goals
  • How to stay focused on your core values

Today's article comes from our very own blog titled, Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values. 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.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/443

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 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/3z5mXIw 

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

Click on a timestamp to play from that location

0:00.0

You already know the importance of core values.

0:02.6

You've heard about them over and over again, but have you defined what your core values are?

0:07.6

And do you truly understand the power that they're going to have in this phase of your life?

0:12.5

Today, we're going to help you define your core values, give you steps to do so, and cultivate those to elevate your experience in retirement.

0:29.9

Music so and cultivate those to elevate your experience in retirement. Hey, I'm Casey Weed, and it is my mission to deliver clarity in purpose and elevate meaning

0:35.0

in your life.

0:36.3

And here on the show, I want you to know how we do

0:38.9

that. We do that through both financial and non-financial conversations, all designed to elevate

0:44.5

your experience at this unique phase of your life. We bring to you long-form interviews with some

0:50.2

world-class guests on a variety of different topics, weekend, week-in, week-out, and then

0:54.2

every single Friday, I love to get together with one of my close friends and sit down and

0:58.8

have a discussion on a latest article, a latest trend, something new. And sometimes this is

1:05.4

financial, sometimes it's non-financial. Today, I'm going to be with my good friend, Les McDaniel, our chief purpose

1:12.6

officer and certified retirement coach here at Howard Bailey, discussing one of his blog posts.

1:17.2

And if you want to link to his blog posts, you can go ahead and check that out in the description

1:22.3

or in the show notes at Howard Bailey.com. And make sure you get yourself signed up to receive not just this

1:28.5

blog post, but everyone that's going to be coming down the pike. And in addition to that,

1:32.9

you're going to receive four articles, trending topics, and summaries, takeaways from

1:37.3

myself, all kinds of other great giveaways. We have great webinars are going to be released

1:41.7

in the coming months around tax planning, health care planning,

1:45.1

retirement income planning, purpose planning, defining your core values and more.

1:50.2

Make sure you get all those notifications by simply shooting us a text with the key letters

...

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