In this inspiring and thought-provoking episode, we dive deep into the world of lifestyle financial planning and purposeful business ownership with seasoned financial planner Les Conway, who brings over 35 years of industry experience and 15 years running his own practice.

We explore how traditional notions of retirement are rapidly evolving - and why the last 15 years leading up to retirement may be the most crucial period in someone’s life planning. Les shares how he focuses on pre- and post-retirees, guiding them through the emotional and logistical shifts that come with this major life transition. It’s not just about the numbers - it’s about helping people figure out what their life after work actually looks like.

You’ll also hear:

• Understanding your client’s “why” is more powerful than obsessing over the financial products.

• How to define and stick to a long-term vision for your business - even when you don’t know exactly how you’ll get there.

• The real-life analogy of retirement as a marathon, and how Les plans to hang up his calculator in just a few years.

• How he’s handled setbacks, stayed resilient, and stayed inspired over a 15-year entrepreneurial journey.

• A powerful discussion on vision boards, emotional connection to goals, and building a business that someone else will want to take on one day.

• The two biggest lessons life has taught him - and how they influence everything he does.

If you’re a business owner, financial advisor, or just someone thinking about your “life after work,” this episode will challenge your thinking, energize your vision, and leave you reflecting on what you’re really working toward.

About Les Conway:

Essentially Financial was founded in 2010 by Les Conway. His vision was simple yet profound: to serve as a trusted financial planning partner, guiding clients through every stage of their lives.

Les firmly believes that true financial planning isn’t about chasing products, performance trends, or the latest industry buzz. Instead, it’s about understanding where clients want to go, assessing where they are now, and helping them reach their ultimate destination with confidence.

Connect with Les:

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