
Sign up to save your podcasts
Or
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
5
33 ratings
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
101 Listeners
17 Listeners
11 Listeners
49 Listeners
5 Listeners
5 Listeners
2 Listeners
3 Listeners
2 Listeners
2 Listeners
0 Listeners
1 Listeners
2 Listeners
0 Listeners
2 Listeners
0 Listeners