EXCITING NEWS!

Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025 includes Howard Bailey! Keep Reading...

Casey weade freedom after 50 part 1 Casey weade freedom after 50 part 1
Podcast 475

475: Freedom After 50: Exploring the Wise Wealth Matrix - Part 1

What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by leveraging our Wise Wealth Blueprint.

In this episode, we discuss:

  • What it means to live in the “Freedom Zone”
  • The power of “long life learning”
  • The three pillars of wealth

Listen in as Casey Weade is joined by Les McDaniel to reveal the Wise Wealth Matrix and offer guidance on how to move from feeling stuck in the isolation zone, stress zone or comfort zone and into the freedom zone.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

📧 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

Share
Disclosure
Offer valid in the 50 United States and the District of Columbia, to first-time requestors. During the offer period, receive one (1) in-stock book per request. Limit (1) book per week per household. Limit three (3) books total each calendar year, between January 1 and December 31. Offer valid while supplies last. Howard Bailey Financial, Inc. reserves the right to cancel, terminate or modify this offer at any time. Void where restricted or otherwise prohibited.
Back to Podcasts