Summary:

In this episode, Derek Coburn shares his extensive experience in the financial advisory industry, discussing the evolution of retirement and the importance of prioritizing relationships and experiences over mere financial accumulation. He introduces the concept of 'un-networking' as a more effective way to build connections and emphasizes the need for financial advisors to adapt to changing client needs and societal expectations. Derek's insights encourage listeners to rethink their approach to life, work, and financial planning, aiming for a more fulfilling existence both now and in the future.

Chapters:

00:00 Introduction to Derek Coburn

01:54 Derek's Journey in Financial Advisory

04:27 Evolution of the Financial Industry

07:00 Redefining Retirement

10:14 Living Life to the Fullest

14:47 Balancing Work and Family

16:47 Evolving Financial Strategies

20:02 Investing in Yourself

24:25 The Concept of Un-Networking

28:51 Future of Financial Advisory

Listeners who want to connect with Derek, read his books, or learn more about his work can do so through the following:

🌐 Website

👉 DerekCoburn.com

This is the best place to find:

• Links to his books (including Let's Retire Retirement and Networking is Not Working)
• His ongoing blog and thought leadership
• Media appearances and speaking engagements

💬 Social Media

• LinkedIn — For professional content and articles
• Instagram — For lifestyle insights and updates

💼 Cadre

Derek also co-founded Cadre, a curated community for CEOs and entrepreneurs. It’s a great way to:

• Network in a non-transactional way
• Attend curated events
• Engage with likeminded leaders