28 episodes

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/ 

Great Decisions, Incredible Lives Market Domination

    • Business
    • 5.0 • 3 Ratings

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/ 

    Road-Tripping into Retirement: Freedom on Wheels featuring Jenell Jones

    Road-Tripping into Retirement: Freedom on Wheels featuring Jenell Jones

    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, discusses the nuances of retiring to the RV lifestyle. With years of experience living and working from her RV, Jenell offers a treasure trove of advice on making the transition smooth and enjoyable. From budgeting and maintenance to choosing the right RV and community, this episode is packed with practical tips and inspirational stories.
     
    Key Takeaways:


    Financial Planning: Learn the importance of budgeting and financial planning for a worry-free life on the road.


    Maintenance Mastery: Jenell emphasizes the need for regular RV maintenance and how to set up an emergency fund.


    Community Connection: Discover the benefits of joining RV clubs and communities to enhance your travel experience.


    State Residency Tips: Insight on choosing the best state for RV residency, considering taxes, insurance, and other legalities.


    (00:03:59) "I want to say that you and I coming together is kismet because I made what seemed to be a crazy decision, but turned out to be a great decision and I truly do live an incredible life right now." - Jenell Jones
     
     
    Connect with Jenell:
    https://podcastonesheet.com/guests/jenell-jenell-jones-jones/
    Tune in for an engaging discussion on making your retirement years adventurous and fulfilling with the RV lifestyle!
     
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    • 33 min
    Tips for Medicare Enrollment and Eligibility Preparation featuring Danielle Roberts

    Tips for Medicare Enrollment and Eligibility Preparation featuring Danielle Roberts

    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 navigating these waters. 🚀

    Key Takeaways:
    🔑 Grasping Medicare's structure and costs is crucial to avoid financial surprises and secure optimal healthcare coverage.
    🔑 Early education and preparation for Medicare can lead to informed and beneficial decisions for your healthcare future.
    🔑 High-income earners have strategies to potentially lower their Medicare premiums, highlighting the importance of financial planning in healthcare management.

    A few quotes:

    "Navigating Medicare is like putting together a puzzle; each piece represents a different aspect of your healthcare coverage." - Danielle Roberts

    "Understanding Medicare shouldn't be an afterthought; it's a crucial step in safeguarding your health and financial wellbeing." - Danielle Roberts

    "Every decision in Medicare is a building block for your healthcare future. Make each one count." - Danielle Roberts



    How to Reach Danielle:
    🌐 Website: https://boomerbenefits.com
    🌍 Website #2: https://daniellekroberts.com
    🔗 LinkedIn URL: http://www.linkedin.com/in/daniellekunkle/
    📘 Facebook URL: http://www.facebook.com/BoomerBenefits
    🐦 Twitter URL: https://twitter.com/BoomerBenefits
    ▶️ YouTube URL: https://www.youtube.com/boomerbenefits
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    • 28 min
    Trusted Services For Seniors featuring Jennifer Cain Birkmose

    Trusted Services For Seniors featuring Jennifer Cain Birkmose

    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 into the power of improv training in improving creativity, openness, and connection in various professional settings.

    🔑 Key Takeaways:
    🎭 Improv can significantly enhance communication and problem-solving skills in corporate and caregiving environments.
    🌐 Jennifer's work with Viva Valet showcases the impact of technology and improv on improving seniors' quality of life.
    💡 Innovative healthcare solutions, like remote monitoring and digital diagnostics, are driving the future of patient care.

    🗨️ Notable Quotes:

    "Improvisation is not just about comedy; it's a critical tool for building better relationships and innovative services." - Jennifer Cain Birkmose

    "Understanding and designing for the end user, especially in the tech world, can lead to groundbreaking advancements in elder care." - Jennifer Cain Birkmose



    📞 How to reach Jennifer:
    LinkedIn:
    https://www.linkedin.com/in/jennifer-cain-birkmose-ab05a6/
    Company Website:
    https://vivavalet.com/
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    • 33 min
    Embracing Everyday: A Story of Hope featuring Terry Tucker

    Embracing Everyday: A Story of Hope featuring Terry Tucker

    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 lead to more informed decisions. Tucker also discusses the principles of sustainable excellence, advocating for continuous learning, embracing curiosity, and the significance of learning from mistakes and failures.


    Key Takeaways:
    ✅  Diverse professional experiences enrich perspective and approach to challenges.
    ✅  Tactical empathy is essential in building trust and understanding.
    ✅  Embracing failures as learning opportunities fuel growth and innovation.
    ✅  Continuous learning and curiosity are essential to sustainable excellence.
    ✅  Empathy significantly impacts financial planning and client relationships.
    ✅  The journey through adversity, including battling cancer, can inspire resilience and a focus on what's truly important in life.
     
    "If there's something in your heart, something in your soul that you believe you're supposed to do, but it scares you, go ahead and do it. Because at the end of your life, the things you're going to regret are not going to be those things you did. They're going to be those things you didn't do. And by then, it's going to be too late to go back and do them." - Terry


    How to Reach Terry:
    Motivational Check:
    https://www.motivationalcheck.com/ 
    LinkedIn: 
    https://www.linkedin.com/in/terry-tucker-9b5605179/
    Facebook:  https://www.facebook.com/motivationalcheck
    X (Twitter):  https://mobile.twitter.com/terrytucker201
    Instagram: 
    https://www.instagram.com/sustainableexcellenceauthor/

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    • 26 min
    Building Trust and Financial Transparency featuring Dr. Stephanie Zepeda

    Building Trust and Financial Transparency featuring Dr. Stephanie Zepeda

    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, especially during retirement planning. Zepeda practices in Houston, Texas, through her business, Financial Therapy Texas, offering in-person and online consultations. Her mission is to foster financial harmony and emotional well-being in couples, leveraging her dual expertise to address the psychological aspects of financial issues.


    🔑 Key Takeaways:
    💡 Merging financial planning with psychotherapy addresses financial challenges with a psychological perspective.
    💬 Creating a safe space for discussing financial anxieties and dreams is essential.
    🌟 Individualized strategies respect each couple's unique situation.
    🧠 Psychological underpinnings of financial behaviors are key to understanding.
    🎯 Setting realistic financial goals is crucial for success.
    🤗 A supportive environment fosters financial and emotional growth, emphasizing the importance of communication, understanding generational differences in financial attitudes, and promoting a balanced mindset towards money.


    🎧 Tune in Information: To dive deeper into Stephanie Zepeda's insights and explore the intricacies of financial therapy, make sure to listen to her podcast episode for a comprehensive understanding of how financial harmony can be achieved in relationships. Visit the website: https://www.financialtherapytexas.com/

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    • 36 min
    The Power of Preparation: Estate Planning for a Secure Future featuring Ryan King

    The Power of Preparation: Estate Planning for a Secure Future featuring Ryan King

    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 planning law, Ryan's expertise extends to elder law and potentially includes disability information. He emphasizes the significance of estate planning for individuals of all ages, not just older individuals. Additionally

    They explore the significance of estate planning beyond wills and trusts, emphasizing its necessity for individuals at every stage of life. 


    ✅ Key Takeaways:
    🏡 Estate planning ensures that your wishes are accurately executed, regardless of age or health status.
    💼 Collaborating with a proficient attorney and a wealth advisor is crucial to navigating the complex process seamlessly.
    📜 Proper documentation, including advanced directives for funeral arrangements, helps prevent conflicts among family members.
    ⚖️ Despite having a will, assets in an individual's name without beneficiary designations must still undergo probate.
    🔒 Establishing a trust can help avoid family disputes and facilitate the smooth transfer of assets.
    💰 Working with a wealth advisor ensures comprehensive asset transfer and minimizes the risk of oversight.


    How to Reach Ryan King:
    https://www.facebook.com/ryanjkingesq/
    https://www.linkedin.com/in/ryan-king-b9084a11

     
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    • 28 min

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