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Retire With Purpose - The Retirement Podcast

455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7564 Ratings

🗓️ 30 August 2024

⏱️ 28 minutes

🧾️ Download transcript

Summary

The journey of Repurposement is not a one-time event but an ongoing process that shapes the legacy you leave behind. To wrap up our "Thriving in Midlife" series, we explore how to ensure that each step you take is aligned with the life you are destined to lead. 

In this episode, we discuss: 

  • Why it's important to evolve your Repurposement experience
  • A 4-step process to check in on your Repurposement Plan
  • How to create an intentional reflection habit

Today's article comes from our very own blog titled, Elevating Your Life Repurposement Experience. 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/455

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

So you've arrived. You've identified your vision for retirement, your values, your goals.

0:05.5

You've clearly identified the habits and instilled a mindset for success in retirement.

0:10.1

Today, we walk you through the four steps for clarity and purpose and elevate meaning in your life.

0:30.6

And we do that in a number of different ways here on the show.

0:33.3

So if you're new to the podcast, I want you to know what to expect.

0:35.8

We have both financial and non-financially related conversations. We bring to you world-class guests on a variety of different topics. And then every Friday, we get together with you and we discuss a trending topic. And these topics come from our weekend reading email that goes out every single Friday. You have to get yourself signed up for this amazing resource, just like over 20,000 people

0:59.2

have already.

1:00.4

This email is going to come to you every single Friday, our team, we go out.

1:04.9

I help curate this email to deliver to you four articles on trending topics.

1:09.6

These could be investment trends. These could be

1:12.0

the latest in income strategies, tax strategies, or the non-financial as well as we're going to be

1:16.5

focusing on today. Some of these are our own blog posts as well with summaries and takeaways from

1:21.7

myself in addition to a lot of other great resources. Our weekend reading subscribers are provided

1:27.4

with free books, assessments, quizzes,

1:30.5

worksheets, white papers, all kinds of great stuff.

1:33.1

And if you've never signed up to get that email,

1:35.7

we're going to make it really easy for you to do so.

1:38.6

And you're also going to get a free digital copy of my Wall Street Journal,

1:42.3

bestselling book, Job Optional.

1:44.0

Just shoot us a text with

1:45.8

the key letters, WR to 888-599-4491, or just check it out at Howard Bailey.com. Today, I am joined

1:56.8

by my good friend, our very own certified retirement coach at Howard Bailey Financial, Les Nick Daniel.

...

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