What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for?
In this episode, we discuss:
- Resume virtues vs. eulogy virtues
- Why many retirees feel "lost" after achieving everything they worked for
- How purpose changes the way you think about money, work, and time
- Using financial planning to create freedom, not pressure
- Redefining identity, success, and legacy after 50
Today's article is from The Root of All titled, Living for the Eulogy. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore how redefining success through purpose, legacy, and "eulogy virtues" can transform retirement.
Show Notes: HowardBailey.com/544
📧 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
