Great Decisions, Incredible Lives

Episode 7: Achieving Financial Goals: A Journey of Intention and Purpose


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Great Decisions, Incredible Lives: Retire With Intention Podcast with Host John Creekmur welcomes retired Lieutenant Colonel Donald J. LaGrange, a seasoned financial advisor with a unique military leadership and human performance optimization background. They delve into the intersection of the military and financial advisory roles, emphasizing the importance of understanding human behavior in economic decision-making.

 

Donnie highlights the role of advisors in helping clients achieve their goals and make informed choices. He also sheds light on the non-financial aspects of retirement, such as finding fulfillment and purpose, and how they impact both happiness and finances.

 

 

Key Takeaways:

       ➡️ Importance of understanding human behavior in financial decision-making,

       ➡️ Example of how past experiences can impact financial decisions.

       ➡️ Value of financial planning and the role of an advisor in helping clients prioritize goals and values.

       ➡️ Importance of creating a space for meaningful conversations about financial planning.

       ➡️ Need for a robust advisor-client relationship and finding the right fit.

       ➡️ Challenges of reintegration into civilian life after retirement from the military.

       ➡️ Non-financial aspects of retirement and the importance of finding fulfillment and purpose.

        

www.murphysylvest.com

Disclosure: https://creekmurwealth.com/podcast-disclosure/ 

#IntentionalRetirement #CreekmurPodcast #RetirementBlueprint #LifeDecisionsInsights #GoldenYearsWisdom #PurposefulRetirement #RetireWithJohnCreekmur #RetirementStrategies #LifeAfterWorkTips #MasteringRetirement

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Great Decisions, Incredible LivesBy John Creekmur

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