Retire With Purpose - The Retirement Podcast 514: Freedom After 50: You Planned Wisely—But Is Your Money Aligned with What Matters Most?
Aug 8, 2025
Les McDaniel, a certified retirement coach at Howard Bailey Financial and co-author of The Wise Wealth Playbook, delves into the balance of wealth and wisdom. He discusses the Wise Wealth Framework, emphasizing the six life 'currencies' that shape true fulfillment. Topics explore aligning financial decisions with personal values, the pursuit of growth and purpose during retirement, and how life's challenges can enhance meaning. Les also shares insights on navigating emotional and financial zones, offering practical tools for improving retirement strategies.
AI Snips
Chapters
Books
Transcript
Episode notes
Wise Wealth Playbook Announced
- Casey Weade and Les McDaniel describe Wisdom + Wealth as a unified framework.
- They announce The Wise Wealth Playbook to guide non-financial retirement planning.
Take The WiseWealth Assessment
- Download the Wise Wealth Matrix worksheet to map your life currencies.
- Use the assessment to identify which zone you occupy and where to start.
Currencies Measure Life's Flow
- Les McDaniel frames six currencies as flows that move life and meaning.
- Treat them like money: keep them circulating to avoid stagnation in your life.
