475: Freedom After 50: Exploring the Wise Wealth Matrix - Part 1
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 27 December 2024
⏱️ 29 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by leveraging our Wise Wealth Blueprint.
In this episode, we discuss:
- What it means to live in the "Freedom Zone"
- The power of "long life learning"
- The three pillars of wealth
Listen in as Casey Weade is joined by Les McDaniel to reveal the Wise Wealth Matrix, and offer guidance on how to move from feeling stuck in the isolation zone, stress zone or comfort zone and into the freedom zone.
To receive your FREE WISE Wealth Assessment worksheet, text WISE to 888-599-4491
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Show Notes: Howardbailey.com/475
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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 | We all want to be wealthy and wise. |
| 0:03.8 | Today, we share with you the wise wealth matrix in four different zones that you may find yourself in today, the isolation zone, the stress zone, the comfort zone. |
| 0:13.0 | But ultimately, we all want to move into the freedom zone. |
| 0:16.5 | And today, we'll give you some guidance on how to get there. |
| 0:31.0 | Hey, this is Casey Weed. |
| 0:36.8 | Welcome to the podcast, where it is my mission to deliver you clarity and purpose and elevate meaning in your life. |
| 0:37.8 | We do that both through financial and non-financial-based conversations, long-form interviews with world-class guests, |
| 0:43.9 | and then every Friday we bring to you a short-form interview-based podcast. And every other |
| 0:50.5 | Friday, we're going to be focusing in on financially related topics. |
| 0:55.1 | But now is the start of a new series. |
| 0:58.4 | That is the Freedom After 50 series where we're going to be focusing on the non-financial side of your financial life, if you will. |
| 1:07.5 | And also this stage of the life that you find yourself in today as you prepare |
| 1:13.3 | or transition into retirement. This is where I get together with our chief purpose officer, |
| 1:19.9 | our very own certified retirement coach, Les McDaniel, and take a deeper dive into these subjects. |
| 1:26.6 | Les, welcome to the show. |
| 1:28.0 | Thank you so much, man. |
| 1:29.1 | I am so pumped about getting started in this new series. |
| 1:32.0 | It's going to be something that I think, someone who is 50, |
| 1:34.9 | going to be 51 or a few days, |
| 1:36.7 | pretty pumped about writing my own story |
| 1:39.0 | about what it means to be free after 50, |
| 1:41.0 | but really encouraging others along the way |
... |
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