Great Decisions, Incredible Lives

Are you ready to rethink senior living? In this episode of Great Decisions, Incredible Lives, John Creekmur sits down with Rachel Diaz, Director of Senior Living Strategy at Sphere Investments, a company committed to making a real difference in the senior living space. They discuss the innovative ways Sphere is using data analytics to improve healthcare outcomes for residents, the importance of intergenerational connections, and the future trends shaping senior living. Rachel also shares her insights on how retirees can align their financial planning with increased longevity. Plus, find out how Sphere is working to combat social isolation among seniors. Key Takeaways: The Power of Data: Sphere Investments leverages data analytics in innovative ways to enhance healthcare outcomes for residents. Intergenerational Connections: Discover the profound impact of intergenerational connections on the health and well-being of seniors. Future Trends: Explore the latest trends shaping the future of senior living, including university-based communities and community integration. Financial Planning: Learn how retirees can align their financial planning with increased longevity. Combating Social Isolation: Find out how Sphere is working to combat social isolation among seniors. Quotes: "We can be smarter investors, and we can be more socially minded investors with a public health lens, and that's where I come in, because now we're getting into senior housing." - Rachel Connect with Rachel Diaz: Visit Sphere Investments' website: https://www.sphereinvestments.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Have You Captured the Legacy Stories of Your Loved Ones? Jandi Kelly, Ph.D., founder of A Talk to Remember, joins the podcast to discuss her groundbreaking work in preserving personal and organizational legacies. Jandi explains how her qualitative research background and passion for storytelling have enabled her to create meaningful legacy films. These projects help families and organizations document cherished memories, values, and histories to pass down through generations. Learn how storytelling strengthens family bonds, preserves history, and fosters resilience. 5 Key Takeaways Preserve Legacy Stories Start early to document memories and values before they’re lost. Storytelling Builds Connections Sharing stories strengthens family bonds and inspires resilience. Custom Legacy Films Jandi creates engaging 8–10-minute films tailored to preserve core memories. Overcoming Barriers Jandi’s team simplifies storytelling, making it accessible for all families. DIY Storytelling Tips Record stories at family gatherings or through simple audio and video tools. Quotes from Jandi Kelly "Don’t wait too long to capture stories. If we don’t preserve these memories, they tend not to get passed on." "Storytelling fosters generational wisdom and creates a treasure trove of insights for the future." Connect with Jandi Kelly Website: A Talk to Remember Email: info@atalktoremember.com Social Media: @ATalkToRemember Don’t let your family’s stories fade away. Start preserving your legacy today! Whether through simple recordings or professional legacy films, capturing these priceless memories will create a meaningful connection for future generations. Visit A Talk to Remember or connect with Jandi Kelly to learn more about preserving your legacy stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to age well and navigate the challenges of caregiving with confidence? In this episode of Great Decisions, Incredible Lives: Retire with Intention, host John Creekmur welcomes Kate Granigan, LICSW, C-ASWCM, Chief Executive Officer of LifeCare Advocates and a leading expert in aging life care. With over 25 years of experience as a geriatric social worker, Kate offers practical advice on supporting loved ones, understanding dementia and Alzheimer’s, and embracing a proactive approach to aging. Discover how to address tough conversations about aging, overcome caregiver stress, and find the right resources to help families thrive. Kate shares her insights into using strength-based approaches that focus on abilities, the transformative potential of technology in elder care, and the community's critical role in aging with dignity. Whether you're planning ahead for yourself or supporting someone on their journey, this episode provides the tools and inspiration to age well. Topics Discussed in the Episode: The key differences between dementia and Alzheimer’s Why caregivers often delay seeking support and how to address it Proactive strategies for aging with purpose and wellness Using technology and innovative solutions to enhance elder care The importance of community and connection for healthy aging Connect with Kate: Website: LifeCare Advocates Learn more about your ad choices. Visit megaphone.fm/adchoices

How has the timeshare industry evolved to meet the needs of a new generation of travelers, and what does the future hold for vacation ownership? In this episode, John Creekmur sits down with Jason Gamel, a leading voice in the timeshare and vacation ownership industry, to explore the transformation of timeshares into flexible, experiential travel solutions. With over 25 years of experience, Jason sheds light on ARDA's consumer protection, education, and legislative advocacy efforts. Discover how timeshare products have adapted to modern travel trends and how they can help create lasting family legacies. Key Takeaways: Flexibility Redefined: Modern timeshares now offer points-based systems, allowing owners to customize vacations with shorter or longer stays and even convert points for other travel perks. Family Legacy: Timeshares are increasingly popular for multi-generational travel, providing the perfect balance of shared spaces and private accommodations. Consumer Education: ARDA offers extensive resources for prospective buyers and current owners, ensuring informed decisions and optimal ownership use. Regulation and Protection: The timeshare industry is highly regulated, with consumer protections like rescission rights and escrow safeguards. Future Trends: Short-term ownership options and experiential travel packages are paving the way for a new vacation era. Memorable Quotes: “Understanding how to use your timeshare is so extremely important for someone to be happy and get the most out of ownership.” “The investment in a timeshare is really an investment in your vacation future.” Connect with the Guest: Website: ARDA.org Consumer Protection: ResponsibleExit.com Contact Jason Gamel via ARDA: Links available on the ARDA website. Learn more about your ad choices. Visit megaphone.fm/adchoices

How can we navigate the challenges of caregiving with grace and innovation? Join Great Decisions, Incredible Lives; Retire With Intention host John Creekmur and guest Dr. Merle Griff, discuss Dr Griff's groundbreaking approaches to family caregiving, intergenerational connection, and fostering independence for seniors. Dr. Merle Griff, psychologist, CEO of SarahCare, and author of Solace in the Storm, explores caregiving across generations. From her personal experiences to her professional insights, Dr. Griff emphasizes empathy, intergenerational connection, and practical solutions that empower caregivers and those they care for. She also highlights the importance of respite, customized care, and her unique "SarahCare Way." Key Takeaways: Empathy in Caregiving: Understanding the grieving process is vital for emotional resilience even when loved ones are still present. The "SarahCare Way": A person-centered approach that adapts services to the individual's needs rather than asking them to fit into a system. The Importance of Respite: Caregivers need breaks to refuel and maintain their well-being. Intergenerational Play Therapy: Strengthening family bonds through shared activities and meaningful connections. Staying Independent: Strategies like fall prevention, cognitive stimulation, and adaptive technologies help seniors stay home longer. Caregiver Isolation: Finding ways to stay connected with friends and maintain personal interests is essential. Notable Quotes: "The best way to teach empathy to children is to model it through how we treat others, especially our elders." "Solutions for family caregivers need to be simple, quick, and effective—because they don't have an hour to meditate or take a walk." How to Connect with Dr. Merle Griff: Visit SarahCare to learn more about her adult day centers and caregiving philosophy. Grab a copy of her book, Solace in the Storm: Caring for Loved Ones at Every Generation, available wherever books are sold. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 book "Slice of Life," Brian underscores the pivotal role of values, especially when navigating challenging crossroads. Brian also dives into the intriguing concept of 'return on culture', exploring its resonance in corporate settings and family dynamics. As the conversation unfolds, Brian offers a tangible blueprint to ensure values align perfectly, leaving listeners both enriched and eager for more. Key Takeaways: The foundational importance of defining values in the decision-making process. Embracing core values as the compass for a fulfilling life of purpose. The groundbreaking implications of 'return on culture' in shaping organizational and familial harmony. Connect with Brian Gareau: To learn more about working with Brian please visit: BrianGareau.com. Books: Delve deeper with "Slice of Life" available on Amazon: https://www.amazon.com/Slice-Life-Benefits-Personal Engagement/dp/0966909941 Tune into Brian’s podcast: https://magellanexecutivepartners.com/latitude-podcast/ Magellan Executive Partners is pleased to bring you the Latitude podcast about navigating business culture. Your hosts, Rod Beeler and Brian Gareau, will share strategic, tactical, and practical ways to ensure your business culture doesn’t blend in with the crowd. Their wisdom in this area comes frommagellanexecutivepartners.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

🎙️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

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

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

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

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

Are you ready to break the silence on elder care? Join us as Joy Loverde reveals how to turn difficult conversations into actionable, compassionate strategies for the future. In this enlightening episode, Joy Loverde, a distinguished author and elder care expert, dives deep into the challenges and necessities of planning for elder care. With over 45 years of experience, Joy shares invaluable insights on shifting the focus from 'care' to 'attention', advocating for a model of elder care that prioritizes emotional connections and quality of life. Discover the subtle art of initiating critical discussions without discomfort, and learn why addressing the taboo can strengthen family bonds and enhance the well-being of our elders. Key Takeaways: Reframing the Dialogue: Learn how changing the conversation from 'care' to 'attention' can transform elder care planning. Social Model of Care: Explore the benefits of a social approach emphasizing relationships and emotional support over traditional caregiving. Financial Preparedness: Gain insights on navigating the economic aspects of elder care to ensure a smoother transition for your loved ones. Emotional Impact: Understand the emotional landscape of caregiving and how to manage anticipated grief and stress effectively. Connect with Joy Loverde: Visit her website: Joy's Elder Care Planning Follow her on Twitter: @JoyLoverde Find Joy's Books: "The Complete Elder Care Planner": Available on Amazon "Who Will Take Care of Me When I'm Old?": Available on Amazon Join us for this essential conversation, which will change the way you think about and plan for your loved ones' golden years. Learn more about your ad choices. Visit megaphone.fm/adchoices

How can open conversations about end-of-life decisions create a more meaningful conclusion to our lives? In this episode, Kimberly Best shares her extensive experience in healthcare and mediation to explore the importance of making clear end-of-life decisions. Through personal stories and professional insights, Kimberly emphasizes the necessity of open, honest communication and cultural sensitivity in crafting personal legacies and navigating family dynamics during challenging times. Key Takeaways: Personal control over end-of-life decisions is crucial for navigating conflicts and finding peace. Conversations about death are essential for alleviating burdens on family members. Leaving a legacy through deliberate choices shapes how individuals are remembered. Mediation focuses on healing and moving forward in conflicts. Respecting individuals' cultural backgrounds in mediation enhances effective conflict resolution. In "How to Live Forever: A Guide to Writing the Final Chapter of Your Life Story," Kimberly Best combines her healthcare and mediation expertise to guide readers through end-of-life planning. She emphasizes personal control over decisions that shape legacies and improve family well-being. The book offers practical advice for gracefully addressing these vital discussions, ensuring a dignified and peaceful conclusion to life. Tune in: https://podcasts.apple.com/us/podcast/great-decisions-incredible-lives/id1699447531 Reach out to Kimberly on her website Best Conflict Solutions https://www.bestconflictsolutions.com/ Book: https://www.bestconflictsolutions.com/how-to-live-forever Websitehttps://www.bestconflictsolutions.com/ LinkedInlinkedin.com/in/kimberlybestmediator Facebookhttps://www.facebook.com/bestconflictsolutions Instagramhttps://www.instagram.com/kimberly_a_best/ Twitterhttps://twitter.com/kimberly_a_best Alignablehttps://www.alignable.com/franklin-tn/best-conflict-solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

🌟 Are you ready to transform your golden years into your most fulfilling phase of life? In this enlightening episode, we dive deep with retirement Coach Craig Colvett, who sheds light on the non-financial aspects of retirement planning. Craig discusses how retirement is more than just financial stability; it's about crafting a fulfilling life enriched with personal growth and happiness. We explore practical strategies for retirees to broaden their horizons beyond monetary concerns, embracing hobbies, passions, and meaningful activities that bring joy and vitality to their lives. ✅ Key Takeaways: Redefine Retirement: Learn how to shift your perspective from financial security to personal fulfillment. Embrace New Passions: Discover the importance of incorporating energizing and inspiring hobbies and activities. Plan Holistically: Understand the significance of emotional and mental preparation for a satisfying retirement. Live Intentionally: Gain insights on life choices that align with your deepest values and aspirations. 📞 Connect with Craig Colvett: For more insights on living a rich and rewarding retirement, follow Craig's blog and contact him for personal coaching sessions. Visit Craig's Website for resources, advice, and ways to engage with his coaching services. Learn more about your ad choices. Visit megaphone.fm/adchoices

🔍 Are you prepared to navigate the complexities of estate planning to ensure peace of mind and a secure future for your loved ones? Join host John Creekmur and estate planning expert Kendra Strong-Tehrani in a compelling discussion about the essential steps and strategies in estate planning. This episode dives deep into the importance of creating a comprehensive plan that addresses family dynamics, asset management, and future uncertainties. 🌟 Summary: Kendra Strong-Tehrani, an experienced attorney based in Colorado, shares her expertise on how tailored estate planning can prevent family conflicts and ensure your wishes are respected and executed. From setting up trusts for minor children to integrating charitable giving, Kendra covers the critical aspects that can safeguard your family's future and establish a lasting legacy. 📜 Key Takeaways: 📑 Understanding the foundational documents of estate planning can prevent future legal challenges. 🤝 Highlighting the importance of clear communication and family meetings to avoid conflicts. 👶 Discussing the benefits of trusts for minor children to secure their financial future. 💡 Exploring the significance of updating your estate plan to reflect life changes and legal updates. 🎗️ Incorporating charitable contributions in your estate planning to support causes important to you. 🏛️ Ensuring assets are protected from disputes by setting up appropriate legal structures. 📞 How to Contact Kendra Strong-Tehrani: For personalized estate planning services, reach out to Kendra at her law firm: Email: contact@stronglaw.com Phone: (303) 555-0198 Website: Strong Law Firm Engage with Kendra and gain valuable insights into effectively navigating the intricacies of estate planning. Whether setting up new plans or revising existing ones, Kendra’s guidance ensures that your estate is managed according to your wishes, offering peace of mind to you and your loved ones. https://creekmurwealth.com/podcast-disclosure/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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! Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices