: Goal-Setting in Retirement: The Power of Creating a “What I Don’t Want” List

In order to discover what it means for you to live a “good life”, it can also be helpful to identify the things that don’t serve you. That’s why in this episode of the Retire With Purpose Podcast, we‘re exploring the concept of goal-setting, anti-goals and how to leverage both as you build an intentional, meaningful life.
Join us as we discuss:
* Defining what a “goal” really means.
* Why intentional goal-setting is important for a purposeful retirement.
* How the “5 Regrets of the Dying” can be applied to the concept of anti-goals.
* Why defining things you don’t want can help you become clear on your values and purpose.
* What goal-setting can look like if you’re not in achievement-oriented mode.
* How the 5 P’s and retirement coaching can help you overcome goal-setting hindrances.
📅 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: bit.ly/3z5mXIw
📧 WEEKEND READING FOR RETIREES:
Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: bit.ly/3OEdGgu
====================
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.
====================
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:
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:
howardbailey.com/our-process
====================
FIND US ON SOCIAL MEDIA:
Facebook:
/ howardbaileyf. .
Instagram:
/ howardbailey. .
====================
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.