507: Freedom After 50: You're Not Looking for Advice—You're Looking for Alignment, Part 2
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 27 June 2025
⏱️ 43 minutes
🧾️ Download transcript
Summary
In this powerful follow-up episode, Casey Weade and Certified Retirement Coach Les McDaniel return to explore the deeper question behind advice-seeking: Are you truly looking for direction, or for alignment with your values? Drawing from real-life coaching stories, they unpack six invitations to help you pause, reflect, and realign your financial decisions with your life's purpose.
In this episode, we discuss:
- How to ask better questions
- Ways to elevate your emotional awareness
- How to separate valuable advice from projection-based advice
Today's article is from our very own blog post which you can find here. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore how aligning advice with your core values leads to better financial decisions.
Show Notes: HowardBailey.com/507
📧 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/3T6oNDB
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 | If you are seeking advice, you need to know how to practically seek advice. And in this |
| 0:04.8 | part two episode, we focus on how to trust your own instincts to arrive at total alignment, |
| 0:11.2 | not just for yourself, but for those you care about most. |
| 0:26.5 | Hey, this is Casey and welcome to the podcast. |
| 0:30.4 | Where does my mission to deliver clarity and purpose and elevate meaning in your life? |
| 0:36.0 | If you're new to the show, I want you to know exactly what that means and what to expect and what to look out for. |
| 0:38.6 | Here we have both financial and non-financial conversations around that time frame that might be defined as your second act, your third act, |
| 0:45.5 | freedom after 50. It could be a number of different things depending on how you design it |
| 0:49.3 | in your own life, but you have found yourself a home if this is where you find yourself today. And we have |
| 0:56.3 | conversations every other week with my good friend Marshall Johnson, very financially focused. And then |
| 1:01.4 | in between, which was what we're going to be doing today, we focus on freedom after 50s, some of those |
| 1:06.7 | more non-financial conversations that can really elevate the bigger game of your life for this |
| 1:12.5 | phase of your life. And a lot of these conversations, these Friday conversations, they come out of |
| 1:17.9 | things that you'll find in our weekend reading email that goes out every single Friday. |
| 1:22.5 | So we go out, we do the work, and I curate an email for you that goes into your inbox every |
| 1:27.2 | Friday. It |
| 1:28.0 | includes four articles on trending topics that can help elevate every aspect of your life, |
| 1:33.9 | financial and non-financial. You'll have summaries, takeaways from myself, and you'll also |
| 1:38.9 | have all kinds of other great resources in that weekly email, podcast takeaways, book |
| 1:43.9 | giveaways, white papers, and more. |
| 1:46.3 | To get yourself signed up, to get that weekly email, all you have to do is text us the key |
| 1:51.4 | letters, WR to 888-59499-4491. This is one of our Freedom After 50 episodes. So if you love |
... |
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