In today’s episode, I’m speaking with my friend Casey Weade. Casey is the CEO and Chief Visionary Officer of Howard Bailey Financial, as well as a firm believer in developing retirement plans that are driven by meaning and purpose. He’s also the host of the Retire With Purpose podcast, radio, and TV shows, where he helps people maximize their financial confidence and overall financial well-being. Casey is someone I have the utmost respect for as an entrepreneur, husband, and parent. We talk about his strategies for success across different aspects of life, what lifestyle and purpose really means to him, and how to invest to design the life that you want and deserve. Key Takeaways Not all financial advisors are created equal! What you NEED to know before you start working with one! Why focusing on money & “things” is a recipe for disappointing life — and how to shift your focus to create more meaning and purpose. What should you do if you haven’t found your “passion” yet? Casey’s suggestion may surprise you! What a successful financial plan looks like — and how it can help you live a “Job Optional” lifestyle. Why a lack of intention and worrying about the future stops us from spending enough time where life is actually happening. The #1 priority your Financial Advisor should be helping you with so you can live life with purpose. How your emotional dependence on money is holding you back from becoming a Lifestyle Investor. How Casey’s grandparents’ financial philosophies influenced his life. Why “net givers” get the greatest returns — in all areas of life!  Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit JustinDonald.com/3 Get the Book To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit JustinDonald.com/book Rate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button in Apple Podcasts, (or wherever you listen) so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU! Connect with Justin Donald Facebook YouTube Instagram LinkedIn Twitter