Great Decisions, Incredible Lives

Great Decisions, Incredible Lives

Welcome to the "Great Decisions, Incredible Lives: Retire With Intention Podcast. Join host John Creekmur, CFP®, Founder and President at Creekmur Wealth Advisors, as he guides you through a transformative journey towards a retirement beyond financial wealth. Explore the three pillars of the True Wealth Process—Dream It, Build It, Live It—to unlock your true potential, make significant decisions, and live an incredible life in retirement. We have carefully curated a diverse group of experts, visionaries, and retirees who will share their wisdom and experiences to inspire you on your retirement journey. Subscribe now and embark on this empowering path toward a retirement that fulfills your dreams. Compliance disclaimer: https://creekmurwealth.com/podcast-disclosure/

Episodes

April 24, 2024 33 mins
Are you dreaming of an adventurous retirement on the open road?   In this episode, we explore the ins and outs of transitioning to RV living in retirement with Jenell Jones, who shares her journey from a conventional career to a life of freedom and exploration on wheels. Discover how to embrace the RV lifestyle, from financial planning to finding the perfect travel community.   Summary: Jenell Jones, a seasoned RV enthusiast, discu...
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How can you navigate the maze of Medicare to secure the best healthcare coverage? 🤔 Danielle Roberts, a Medicare expert, sheds light on the complexities of Medicare, from enrollment challenges to understanding coverage options like Medigap, Medicare Advantage, and Part D plans. 🌟 Her journey through the Medicare sector reveals the importance of early preparation and the impact of income on premiums, providing a roadmap for navig...
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How can improv techniques transform the professional and caregiving worlds? Jennifer Cain Birkmose, a healthcare executive and improv expert, shares her innovative approach to enhancing interactions and services through improv training. 🔍 In this enlightening episode, Jennifer Cain Birkmose, co-founder of Viva Valet Services, discusses her journey from the global healthcare stage to integrating improv into elder care. She delves ...
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How can tactical empathy transform negotiations and personal interactions? Terry Tucker's remarkable journey from SWAT team negotiator to coach and cancer survivor highlights the power of empathy in building trust and understanding in high-stakes situations and everyday life. Terry’s experiences demonstrate how understanding others' perspectives, even in challenging situations, can foster trust, facilitate behavior change, and lea...
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How does financial infidelity manifest within relationships, and what are its repercussions? 📖Stephanie Zepeda, Ph.D., LMFT-S, a marriage and family therapist specializing in financial therapy, shares her insights on the unique blend of financial planning and psychotherapy. With a Ph.D. in marriage and family therapy and a Texas licensure, she offers a compassionate approach to help couples navigate financial challenges, especial...
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Ever wondered why estate planning is essential for people of all ages? Join host John Creekmur in a captivating discussion with Ryan King, an experienced estate planning elder law attorney from Toledo, Ohio. Graduating summa cum laude from the University of Notre Dame in 2002, he went on to complete his law degree at Ave Maria Law School in 2005 and passed the bar in Ohio shortly after. With over a decade of experience in estate p...
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What makes estate planning crucial in securing your legacy, and how can it adapt to complex family dynamics? Host John Creekmur delves into estate planning with expert Natalie Perry. They discuss the significance of wise estate planning, accommodating diverse family structures, and the necessity of regular updates. Perry brings light to the intricacies of estate taxes, probate avoidance, and charitable giving within estate plannin...
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Are you prepared for the unexpected twists of life? Join the conversation on Great Decisions, Incredible Lives with host John Creekmr and guest Julie Kolodziej, a seasoned estate planning attorney who guides us through securing your future and legacy. In this episode, host John Creekmur engages in a comprehensive discussion with Julie Kolodziej, delving into the complexities of estate planning. With over two decades of experience, ...
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Ever wondered how a single donation can ripple out to create waves of positive change? Tune in to discover how philanthropy shapes communities! On Great Decisions, Incredible Lives: Retire with Intention podcast, host John Creekmur speaks with guest Scott Witzig, a seasoned philanthropist and executive director of the Morton Community Foundation, who has a diverse background from running a family clothing business to leading a sig...
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Have you ever considered what lies ahead regarding your long-term care needs? This Great Decisions, Incredible Lives episode delves into long-term care planning and insurance. Guest Matt McCann, a recognized expert in the field, joins host John Creekmur. Matt McCann brings over two decades of experience in long-term care planning and insurance. As the publisher of LTC News, a consumer-focused website, Matt offers valuable insights...
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Have you ever wondered how to find true joy and purpose in retirement beyond the roles of parenthood and work? In this episode of 'Great Decisions, Incredible Lives,' we delve into this fascinating topic with our special guest, Babs Plunkett, a certified retirement coach and bestselling author.   Babs specializes in helping people transition from empty nest to retirement and rediscover their purpose in life. They discuss the challe...
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How do our core values guide our decision-making in life? In this episode of "Great Decisions, Incredible Lives: Retire with Intention," host John Creekmur emphasizes the importance of living with intention. He introduces guest Pam Bates, a retired dental professional, who shares her experiences as a widow and her career in the dental field. Pam also discusses her book, "The Most Amazing Harvest," which details her journey. Addit...
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Ever wondered what the secret is to making decisions that align with your essence and lead to a fulfilling life? Today’s guest on Great Decisions, Incredible Lives: Retire With Intention podcast is Michelle Kooi, who reveals transformative insights in this unmissable episode. John Creekmur welcomes Michelle Kooi, the accomplished founder of Confluence Coaching and Consulting. In this episode, they delve into the art and science of...
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How can we redefine retirement to be more than just financial security? Discover the insights of Nancy Schwartz, a former corporate executive turned retirement visionary. In this enlightening episode of "Great Decisions, Incredible Lives Retire with Intention," we are joined by Nancy Schwartz, a seasoned corporate executive with over four decades in executive search. Nancy shares her transformative journey over the past five years...
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In this insightful episode, host John Creekmur and Stacy Creekmur discuss living an incredible life marked by intentionality and gratitude. The conversation, tailored for the Thanksgiving season, delves into the psychology of gratitude and its impact on happiness, personal resilience in adversity, the importance of defining core values and setting goals, and the perspective of viewing money as a tool rather than an end goal. 🎯 Ke...
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How can you ensure that your retirement plan is as comprehensive as it is comforting? In the latest episode of Great Decisions, Incredible Lives: Retire With Intention, host John Creekmur welcomes Steven Harp, the accomplished founder of the Colorado Wealth Group. With his extensive 15-year tenure in financial planning, Steven champions a holistic approach that encompasses every facet of personal finance, from cash flow and investm...
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In episode 12 of the Great Decisions, Incredible Lives: Retire with Intention podcast host John Creekmur speaks with guest David Roosevelt, a seasoned investment manager who sheds light on the intricacies of the financial world, discussing GIPS compliance, understanding financial concepts, and aligning investment strategies with chosen asset class characteristics. His experience, particularly during the 2008 financial crisis, offer...
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How can aligning core values not only shape our daily decisions but also steer the entire course of our lives toward fulfillment and purpose? In this enlightening episode, John Creekmur sits down with Brian Gareau, a renowned expert in organizational culture and employee engagement. Brian unpacks his journey, highlighting milestones from his impactful career at Caterpillar to his writing endeavors.  Anchoring insights from his bo...
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💡 What is your perspective on longevity and retirement planning? In this episode of Great Decisions, Incredible Lives: Retire With Intention, John Creekmur interviews Brian Colvert, a certified financial planner from Bonfire Financial. They discuss retirement planning and the changing dynamics of retirement. Brian shares his background and experience in the financial industry, as well as what sets Bonfire Financial apart from othe...
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In this episode of Great Decisions. Incredible Lives: Retire with Intention, host John Creekmur sits down with Kristian Mtetwa, a highly regarded financial advisor. Kristian shares his inspiring journey into finance and how his passion for helping others led him to pursue a career in this field. He emphasizes building personal connections and relatability in the financial services industry.  Kristian delves into his firm's unique ...
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