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

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Manage episode 465474584 series 2431770
Content provided by Casey Weade. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Casey Weade or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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: RetireWithPurpose.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

  continue reading

499 episodes

Artwork
iconShare
 
Manage episode 465474584 series 2431770
Content provided by Casey Weade. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Casey Weade or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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: RetireWithPurpose.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

  continue reading

499 episodes

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