Great Decisions, Incredible Lives

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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/ 

  1. Smart Mortgage Strategies to Boost Cash Flow

    2 DAYS AGO

    Smart Mortgage Strategies to Boost Cash Flow

    Did you know that your mortgage is more than just an interest rate? Discover how the right mortgage strategy can boost your cash flow, secure your retirement, and help you make smarter financial decisions for the future. In this episode of Great Decisions, Incredible Lives, host John Creekmur sits down with Neil Christiansen, CMA, CDLP®, a Certified Mortgage Advisor at Churchill Mortgage, to explore how strategic mortgage planning can increase cash flow, lower costs, and support long-term financial goals. Neil shares his expertise on reverse mortgages, refinancing, and leveraging home equity to secure retirement. Guest Information: Neil Christiansen has over 20 years of experience in the mortgage industry. As a Certified Mortgage Advisor with Churchill Mortgage, Neil and his team are dedicated to helping clients achieve financial success through smarter mortgage strategies. Churchill Mortgage is the only mortgage company trusted and recommended by real estate professionals. Neil specializes in purchases and refinances, and his holistic approach focuses on tailoring mortgage solutions to each individual’s unique financial goals. Key Takeaways: 💡 Beyond Interest Rates: Learn how cash-to-close, homeowners insurance, and property taxes play a vital role in mortgage decisions. 🏡 Reverse Mortgages: Understand how reverse mortgages can supplement retirement income while keeping your financial goals on track. 💸 Small Business and Self-Employed: Explore small business owners' challenges when qualifying for mortgages and the alternative lending solutions available. 📉 Protecting Investments: Discover how tapping into home equity during down markets can protect your retirement funds from "sequence of returns" risk. 🔑 Holistic Financial Planning: Integrating mortgage decisions with your overall financial plan can help accelerate wealth-building and provide financial security. Call to Action: Connect with Neil Christiansen and the team at Churchill Mortgage to learn more about how the right mortgage strategy can help you achieve your American Dream. https://creekmurwealth.com/podcast-disclosure/  Guests of our podcast are not affiliated with Creekmur Asset Management LLC or Creekmur Wealth Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min
  2. Giving with Purpose: Align Your Funds and Values

    OCT 9

    Giving with Purpose: Align Your Funds and Values

    "✅ How can aligning your values with your investments make a tangible impact on the world? Join us as Adam Nash, co-founder of Daffy, explores how charitable giving can be simplified and more accessible to everyone—transforming your financial future and the communities around you." In this insightful episode, Adam Nash shares his journey from working at major tech companies to founding Daffy, a platform designed to make charitable giving more straightforward through donor-advised funds. Nash discusses how modern technology can help individuals align their financial resources with their personal values, making a meaningful impact in their communities. He also explains how Daffy empowers users to manage donations easily, optimize their tax benefits, and inspire ongoing generosity across generations. 5 Key Takeaways: ✅ Aligning Values with Giving: Daffy helps individuals connect their personal values with charitable donations, ensuring their contributions support the causes they care about. ✅ Donor-Advised Funds Simplified: Adam Nash explains how Daffy makes it easier to manage charitable donations, track contributions, and enjoy the tax benefits associated with donor-advised funds. ✅ Financial Benefits of Charitable Giving: Utilizing a donor-advised fund like Daffy allows for significant tax advantages while contributing to meaningful causes, making charitable giving more financially efficient. ✅ Technology Empowers Generosity: By leveraging the latest technology, Daffy simplifies the process of donating and managing charitable giving, empowering users to give more frequently and intentionally. ✅ Making Giving a Family Affair: Daffy’s family features enable users to involve their children and other family members in the process of charitable giving, fostering a culture of generosity for future generations. Quote(s): "Daffy was built to help people be more generous, more often—by making it easier and more rewarding to give." "Giving isn’t just about a tax deduction, it’s about aligning your money with your values and making an impact." How to Reach the Guest: Website: Daffy.org Social Media: Follow Adam Nash on Twitter and LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

    34 min
  3. Sell Your Business, Fund Your Retirement featuring Arthur Petropoulos

    SEP 11

    Sell Your Business, Fund Your Retirement featuring Arthur Petropoulos

    "How can defining your people, process, and product increase your business's value and prepare it for a successful sale? Tune in to discover the secrets from investment banking expert Arthur Petropolous." In this episode of Great Decisions, Incredible Lives: Retire With Intention, host John Creekmur sits down with Arthur Petropoulos, founder of Hillview Partners, to discuss the intricacies of selling a business and the key factors that drive its value. Arthur shares his insights on the importance of defining the "people, process, and product" within a company, preparing it for a potential sale, and maximizing its market value. The conversation also explores how business owners can strategically position their companies to attract the right buyers and navigate complex transactions. Arthur emphasizes the importance of creating a compelling narrative, understanding market dynamics, and aligning long-term goals with business decisions to ensure a comfortable retirement. 5 Key Takeaways Start Preparing Early: The best time to start preparing your business for sale is well before you plan to sell. Regularly evaluate and define your company’s people, processes, and products to highlight strengths and address weaknesses. Create a Compelling Narrative: When selling a business, having the right narrative is crucial. Clearly defining what makes your company unique and valuable, including its capabilities and market access, is essential to attracting the right buyers. Know Your Market: Understanding your potential buyers and the market landscape is vital. Identifying what buyers lack that your business can provide can help you position your company as the missing piece in their strategy. EBITDA Matters: EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is a key metric that represents a company’s financial performance. Optimizing EBITDA can enhance the perceived value of your business during a sale. Trust is Key: In any business transaction, trust between parties can make or break a deal. Establishing a solid relationship and ensuring alignment in values and goals are essential for a successful sale and transition. Quote from Arthur Petropoulos "Think of your business like your house—keeping it in a sellable form at all times ensures you're always prepared, whether you're ready to move on today or in the future." To reach Arthur Petropolous: Website: Hillview Partners Email: arthur@hillviewps.com LinkedIn: https://www.linkedin.com/company/hillviewpartners/ Feel free to contact Arthur for more information on business sales and exit strategies. https://creekmurwealth.com/podcast-disclosure/  Guests of our podcast are not affiliated with Creekmur Asset Management LLC or Creekmur Wealth Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min
  4. From Passwords to Photos Preparing for a Secure Digital Afterlife

    AUG 28

    From Passwords to Photos Preparing for a Secure Digital Afterlife

    🎙️What happens to your digital life after you're gone, and how can you make sure your loved ones have the information they need? 📝 In this episode, we dive into the world of digital legacy with Kate Hufnagel, also known as The Digital Wrangler. Kate shares her journey from a high-tech career to becoming a digital organizer, helping people manage and secure digital assets. We discuss the importance of preparing for a digital afterlife, organizing passwords, and how to ensure your digital legacy is as organized as your physical one. Kate provides valuable insights into how you can protect your loved ones from the stress of handling digital accounts after a loss and why having a digital hygiene routine is crucial. ✨ Key Takeaways: 🎯 Digital legacy is more important than ever in our increasingly online lives 🎯 Wrangling your digital assets can prevent future headaches for your loved ones 🎯 Password organization is key to digital security and should be personalized 🎯 Regularly managing and organizing your digital photos and files is essential to avoid overwhelming your loved ones 🎯 Open conversations about digital assets with family members are vital 💬 Quote from Kate: “What do you want your digital legacy to be? It’s not just about leaving behind a house or money, but also ensuring your loved ones can navigate your digital life with ease.” 🌐 How to Reach Kate: Visit The Digital Wrangler to learn more about Kate Hufnagel and her digital organizing and legacy planning services. Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min
  5. Reimagine Your Legacy Blueprint featuring Adam Zuckerman

    AUG 14

    Reimagine Your Legacy Blueprint featuring Adam Zuckerman

    🎣👉 "What if you could simplify the overwhelming process of estate planning and make it accessible for everyone, no matter where they are in life?"  🎤 In this episode, John Creekmur interviews Adam Zuckerman, the founder of Buried in Work, a platform designed to simplify end-of-life planning. Adam shares how a personal experience with his father's estate led him to develop a comprehensive set of tools and resources that help individuals and families navigate the complexities of estate planning. The discussion covers practical steps for organizing estates, the importance of understanding the legalities involved, and how Buried in Work provides solutions for common challenges people face when planning for the future. ✅ Key Takeaways: ✔️Necessity is the mother of innovation: Adam's journey began when he helped manage his father's estate, realizing the need for accessible estate planning tools. ✔️ Buried in Work offers comprehensive resources: From checklists to guides, the platform covers everything from creating wills and trusts to handling digital legacies and more. ✔️ Estate planning is for everyone: Regardless of age or financial situation, everyone needs an estate plan. Adam emphasizes the importance of starting now and updating it regularly. ✔️ Community and education are key: Buried in Work not only provides resources but also fosters a community where people can learn and support each other through the estate planning process. 💬 Quotes: “If you do nothing, your estate plan is dictated by somebody else.” “Our mission is to create a pathway where people can understand the impact and the reason behind their estate planning decisions.” 📞 How to Reach Adam Zuckerman: Website: buriedinwork.com Email: Adam@buriedinwork.com Tune in to this episode to gain valuable insights and take the first steps toward simplifying your estate planning process! https://creekmurwealth.com/podcast-disclosure/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 min
  6. Transitioning With Purpose After Retirement featuring Paul Dillon

    JUL 31

    Transitioning With Purpose After Retirement featuring Paul Dillon

    ❓ How can veterans leverage their unique skills and experiences to excel in entrepreneurship and post-retirement endeavors? 🔍 Discover how the mission-focused mentality and adaptability ingrained in veterans make them exceptional entrepreneurs and valuable employees, and learn strategies for a successful post-retirement phase. 📜 In this episode of Great Decisions, Incredible Lives: Retire With Intention, host John Creekmur explores veterans transitioning to civilian life and their entrepreneurial pursuits with guest Paul Dillon, a decorated Vietnam War veteran. They delve into 'bridge jobs' and the importance of continual growth and contribution in post-retirement. Paul emphasizes the significance of having a strategic vision, being flexible, and the power of volunteering to make a meaningful impact. Key Takeaways: 🎯 Veterans bring valuable skills to the workforce, such as focus on accomplishing missions and commitment to hard work. 💡 Flexibility is crucial in entrepreneurship; be open to pivoting and exploring new opportunities. 🌟 Retirement should be seen as a new phase for growth and contribution, not an endpoint. 🧩 Bridge jobs offer a transition between full-time work and full retirement, utilizing one's expertise in consulting or teaching. 🤝 Volunteering in retirement can provide a sense of purpose and significantly impact the community. Quote from Paul: 🗣️ "There is never an age to stop looking for opportunities. Have a strategic vision, but be open to other opportunities when they come along."  📢 Listen now to learn how to stay flexible, seize opportunities, and redefine retirement with purpose and impact. https://podcasts.apple.com/us/podcast/great-decisions-incredible-lives/id1699447531 Learn more about your ad choices. Visit megaphone.fm/adchoices

    38 min
  7. Living Longer, Living Better: Passion, Purpose, and Planning featuring Sue Mintz

    JUL 17

    Living Longer, Living Better: Passion, Purpose, and Planning featuring Sue Mintz

    🔍 Ever wondered what happens after the retirement party? How do you transition from a role you've known for decades to a fulfilling new phase of life? In this episode, we dive into retirement transition with Sue, a certified retirement transition coach. Sue shares her journey from corporate leadership development to helping individuals find purpose and joy in retirement. She discusses retirees' common challenges and offers practical advice on navigating this significant life change. Key Takeaways ✅ Understand the Emotional Side of Retirement: Retirement isn't just a financial decision; it's an emotional transition that affects your identity and purpose. ✅ Plan for Non-Financial Aspects: Beyond savings and investments, consider what will bring you joy and fulfillment in retirement. ✅ Stay Flexible and Open: Be open to exploring new activities and roles that can bring satisfaction and a sense of accomplishment. ✅ Importance of Social Connections: Maintaining and building new social networks is crucial for a happy retirement. Quotes from Sue 💬 "Retirement is a process, not an event. It requires careful planning and introspection to ensure you find fulfillment." 💬 "You're not a can of soup with an expiration date. If you love what you're doing, continue it. Retirement should be a time of joy, not a deadline." How to Reach Sue 📧 Email: suemintz@retirementhood.com 📱 LinkedIn: Sue on LinkedIn https://creekmurwealth.com/podcast-disclosure/  Learn more about your ad choices. Visit megaphone.fm/adchoices

    33 min
  8. Embrace New Experiences for a Joyful Retirement Lifestyle featuring Denise Taylor

    JUL 3

    Embrace New Experiences for a Joyful Retirement Lifestyle featuring Denise Taylor

    Are you ready to redefine retirement and explore a new phase filled with endless possibilities? Join us as Denise Taylor, a renowned occupational psychologist, shares her insights on making the most of this exciting transition. In this episode, Denise Taylor, a chartered occupational psychologist and associate fellow of the British Psychological Society, discusses the non-financial aspects of retirement. She emphasizes that retirement should not be seen as the end of one's productive life but as the beginning of a new, fulfilling phase. Denise shares strategies for redefining identities, staying curious, and maintaining social and physical well-being to ensure a joyful and meaningful retirement. Key Takeaways:  🧠 Continuous Learning: Lifelong learning is essential for maintaining mental agility and fulfillment in retirement. Embracing new hobbies and interests can keep your mind engaged and prevent cognitive decline. 💡 Redefining Identity: Transitioning into retirement involves redefining your identity beyond your professional role. Explore new passions and interests to find a renewed sense of purpose. 🔍 Curiosity and Openness: Being curious and open to new ideas is crucial for a successful retirement. This mindset helps you adapt to new experiences and keeps your life exciting and fulfilling. 💪 Psychological Traits: Proactivity, conscientiousness, and resilience are vital for adjusting to retirement and overcoming challenges. These traits help retirees stay motivated and positive. 👥 Building Social Connections: Maintaining and fostering diverse friendships is essential for overall well-being and happiness in retirement. Social connections provide emotional support and help combat loneliness. 🏃‍♂️ Physical Well-being: Prioritizing health and engaging in physical activities are key to enjoying a fulfilling retirement. Good health allows you to pursue your interests and stay active. Quotes from Denise: "Retirement is not the end but just the start of a new phase of life." "It's about being curious and taking on new ideas, being open to new experiences because the people that are very closed off are not going to want to explore anything more." How to Reach Denise Taylor: 🌐 www.denisetaylor.co.uk About Denise Taylor's Book: 📖 Title: "Rethinking Retirement for Positive Ageing" Denise Taylor explores the psychological aspects of retirement, emphasizing the importance of redefining one's identity, staying curious, and maintaining social connections and physical health for a fulfilling retirement. Purchase your copy today! https://www.amazon.com/Rethinking-Retirement-Positive-Ageing-Denise/dp/1032448474 https://creekmurwealth.com/podcast-disclosure/  Guests of our podcast are not affiliated with Creekmur Asset Management LLC or Creekmur Wealth Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices

    36 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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/ 

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