Where Planning Meets Purpose: Aligning Your Financial Plan episode artwork

EPISODE · Jul 11, 2025 · 26 MIN

Where Planning Meets Purpose: Aligning Your Financial Plan

from Retire Repurposed · host Retire Repurposed

In this essential episode, Ben Taatjes explores how your retirement financial plan should reflect your deeper purpose and calling. Moving beyond investment logistics and portfolio specifics, discover three key elements your financial plan needs to truly connect your money with your mission. Learn how to ensure your retirement resources align with your values and enable the meaningful impact you're called to make. This conversation transforms financial planning from mere wealth management into purpose-driven stewardship. See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 11, 2025

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Where Planning Meets Purpose: Aligning Your Financial Plan

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Retire With Purpose - The Retirement Podcast Casey Weade Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. 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. For more information on professional designations, visit finra.org/investors/professional-designations.©2026 HOWARD BAILEY FINANCIAL, INC. Your Expat Expert's Podcast Tiffanie Kendrick As you prepare to take this journey to study, work, volunteer, or retire abroad, subscribe to The Your Expat Expert podcast to minimize the ‘Nobody told me or I didn’t know moments’. Now let’s begin a smoother transition. Today’s Show: Welcome to The Your Expat Expert Podcast Your Expat Expert Podcast provides expatriate services to individuals and companies moving abroad in an educational environment with an informative voice helping you feel confident and more importantly, prepared. Want to share your International experience? Feel free to contact us at [email protected] subject line Podcast.

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This episode was published on July 11, 2025.

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