7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want

 Published On Jan 19, 2024

What does it look like to build your own life strategy and why do you really need one? In this episode of the Retire With Purpose Podcast, we’re exploring seven questions business corporations leverage that can help you construct a vision for your most impactful, purposeful life.

Join us as we discuss:
* Why creating a life strategy should come before building a financial or retirement plan.
* How the acronym PERMA-V can help you identify what a great life looks like to you.
* How considering the end of your life and working backward can help you live more intentionally.
* Why it’s important to analyze where you allocate your time.
* Ways to stay committed and motivated to follow your life strategy.

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW:
Book a 15-minute call with Howard Bailey to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

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ABOUT YOUR HOST CASEY WEADE:

Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.

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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 Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here:

http://www.retirewithpurpose.com

We are a fee-based independent advisory firm. 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

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DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit www.finra.org/investors/professional-designations.

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