In this engaging discussion, Certified Retirement Coach Les McDaniel joins Casey Weade to delve into finding alignment over merely seeking advice after 50. They highlight the importance of asking better questions and elevating emotional awareness to foster authentic financial decisions. The duo explores how to break free from draining patterns and envision life goals that transcends routine. They also tackle the intricacies of advice in today’s influencer era and stress the need for self-reflection to lead a meaningful life.
43:19
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Advice Versus Alignment
Seeking advice is really about seeking alignment with your own values and life purpose.
Alignment offers peace, whereas advice offers answers that may not fit you.
volunteer_activism ADVICE
Clarify Goals Before Advice
Before seeking advice, get really clear on what you truly want to accomplish.
Clarify your goals deeply to avoid misaligned solutions and angst down the line.
volunteer_activism ADVICE
Honor The Pause
Honor the pause in conversations and listen fully before giving advice.
Let people talk, allowing deeper truths and values to emerge for better understanding.
Get the Snipd Podcast app to discover more snips from this episode
The Science of Retiring with Confidence; The Art of Living with Purpose
Casey Weade
Job Optional is a thoughtful and down-to-earth guide to retirement planning. The book offers unbiased, commonsense advice based on the author's experience as a retirement planning professional. It acts as a primer to the financial world, making complicated topics accessible, and provides a step-by-step guide to planning your own retirement. The book focuses on identifying a life purpose and creating a plan to organize assets efficiently to achieve that purpose. It covers various financial concepts, strategies, and terms, including purpose-based asset allocation, liquidity planning, income planning, growth planning, and estate planning. The author interweaves personal stories to make financial planning real and understandable, emphasizing that success is not just about money but about purposeful living.
In this powerful follow-up episode, Casey Weade and Certified Retirement Coach Les McDaniel return to explore the deeper question behind advice-seeking: Are you truly looking for direction, or for alignment with your values? Drawing from real-life coaching stories, they unpack six invitations to help you pause, reflect, and realign your financial decisions with your life’s purpose.
In this episode, we discuss:
How to ask better questions
Ways to elevate your emotional awareness
How to separate valuable advice from projection-based advice
Today's article is from our very own blog post which you can find here. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore how aligning advice with your core values leads to better financial decisions.
📧 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
Retire With Purpose - The Retirement Podcast 