514: Freedom After 50: You Planned Wisely—But Is Your Money Aligned with What Matters Most?
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 8 August 2025
⏱️ 41 minutes
🧾️ Download transcript
Summary
What if true wealth isn't just about how much you've saved, but how wisely you're living? Join us as we explore the WiseWealth Matrix, a tool built on six life "currencies" that go far beyond money.
In this episode, we discuss:
- The WiseWealth Framework
- Wealth vs. Wisdom currencies
- The 4 zones of the Matrix
- And, an exciting announcement!
Today's article is from our very own blog post titled Freedom After 50: Why Change Feels So Hard and How WiseWealth Helps You Face It. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore how to live wisely, not just save wisely.
Show Notes: HowardBailey.com/514
📧 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 | What does it mean to connect your wealth with your wisdom? And how do you measure up today? |
| 0:13.9 | Hey, this is Casey and welcome to the podcast. Where does my mission to deliver clarity and purpose and elevate meaning in your life? |
| 0:20.6 | That's our mission |
| 0:21.4 | statement, but what does it mean? Well, I want you to know what to expect if you're new to the show. |
| 0:26.7 | We have conversations about both the financial and non-financial aspects of retirement. So if you're |
| 0:31.1 | 23, maybe this isn't for you. But if you're at or near retirement or even in retirement, |
| 0:36.8 | I promise you're going to find value out of the conversations we have week in and week out. |
| 0:41.4 | Now, some of you might be listening and you're looking for those financial aspects. |
| 0:45.4 | You're looking for the brass tax, the nuts and the bolts. |
| 0:48.0 | If you're looking for those kinds of conversations, then you will find them every other Friday in between these Friday releases that we're having today, which are our non-financially oriented conversations titled Freedom After 50. |
| 1:00.5 | So today is all about Freedom After 50. |
| 1:02.5 | We're discussing an article that was written by our very own certified retirement coach, Les McDaniel, who's here with me today. |
| 1:09.9 | And it is titled, Why Change Feels So How Wise |
| 1:13.9 | Wealth Helps You Face It. So the question is, what is wise wealth? What are we talking about? |
| 1:19.0 | What are we going to get into today? Well, what we're going to be setting up is something that |
| 1:23.1 | Les and I have been working on for some time. We have something special to announce today that you're |
| 1:29.4 | going to want to keep an eye out for. So Les, tee it up for me. Man, I'm really super pumped about |
| 1:35.0 | this conversation because, I mean, you and I have had so many conversations about what leads |
| 1:41.3 | and has led you down your path of success and what has led me down this path |
| 1:45.8 | of success. And it is this element of two combinations of things, or two things coming together, |
| 1:51.2 | wisdom and wealth. And this is why we have what we're calling the Wise Wealth playbook. |
| 1:56.0 | That's coming soon. But we'll talk more about that a little bit. And the whole premise of it |
... |
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