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Retire With Purpose - The Retirement Podcast

482: Freedom After 50: How to Build a Legacy That Will Outlast You—Exploring the Wise Wealth Matrix - Part 4

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7564 Ratings

🗓️ 7 February 2025

⏱️ 31 minutes

🧾️ Download transcript

Summary

Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. 

In this episode, we discuss: 

  • Why most legacies fail
  • How to leverage the Wisdom & Wealth pillars for legacy planning
  • How to activate legacy with impact

Listen in as Casey Weade is once again joined by Les McDaniel to discuss the Wise Wealth Matrix and key insights on legacy planning and impact.

To receive your FREE WISE Wealth Assessment worksheet, text WISE to 888-599-4491

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

Show Notes: Howardbailey.com/482

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 want to build a legacy that is thoughtful, authentic, and enduring.

0:04.3

Today, we offer up three steps to build one that will outlast you.

0:17.4

Hey, this is Casey Weed.

0:19.0

Welcome to the podcast, and it is my mission here on the pod to deliver

0:23.5

clarity in purpose and elevate meaning in your life. If you're new to the show, I want you to know

0:28.7

what to expect. This is a financial podcast, but it's also a non-financial podcast. We're going to

0:34.2

cover both angles of your retirement weekend and week out with world-class guests.

0:40.1

And I also want you to know what you're getting into right now. It's the non-financial side.

0:43.8

It's the softer side of retirement, if you will. All of these segments are titled Freedom After 50.

0:49.6

And for these segments, I am joined by my good friend, our very own certified retirement coach and chief purpose officer, Les McDaniel.

0:58.3

What's going on? It's good to be here as always, man.

1:00.9

Les, I'm excited to dive into your latest article here and your latest topic.

1:07.6

And these have all been following the Wise Wealth wealth matrix so this is part four of the wise

1:13.8

wealth matrix if you didn't listen to part one if you didn't listen to part two part three go

1:18.1

back and make sure you listen to those because that'll help you put all of these different

1:22.6

puzzle pieces together and if you haven't received your Wise wealth matrix free assessment yet,

1:29.2

why haven't you? I told you how to do it. I'll tell you one more time, but this is it.

1:33.0

You need to text us the word Wise, WISC, to 888-59-4491. We'll send you that assessment.

1:41.6

We'll text it over to you and make sure you can get started on this journey.

1:46.3

Today we're talking about legacies. We're focusing in on legacy here, titling this, why most

1:51.9

legacies fail, and how to build one that outlives you. We are still exploring the Wise Wealth Matrix.

1:58.7

Now, this is you. You guide this. i don't know if we need to go back

...

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