John Creekmur

Great Decisions, Incredible Lives

Business EN ↓ 46 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...

Be sure to visit the podcast's website and support the creator: creekmurwealth.com

Author

John Creekmur

Category

Business

Podcast website

creekmurwealth.com

Latest episode

Jan 15, 2025

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Episodes

Episode 45: Retirement Living Redefined 15.01.2025

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...

Episode 44: Capturing Life Stories for Future Generations 01.01.2025

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 doc...

Episode 43: Balancing Independence & Safety in Retirement 18.12.2024

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 adv...

Episode 42: Vacation Ownership for Your Retirement Dreams 04.12.2024

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...

Episode 41: Transforming Caregiving Across Generations 20.11.2024

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 St...

Episode 40: Align Core Values For Fulfilling Life 06.11.2024

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 endeavo...

Episode 39: Smart Mortgage Strategies to Boost Cash Flow 23.10.2024

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 explo...

Episode 38: Giving with Purpose: Align Your Funds and Values 09.10.2024

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 platf...

Episode 37: Sell Your Business, Fund Your Retirement 11.09.2024

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 sellin...

Episode 36: From Passwords to Photos Preparing for a Secure Digital Afterlife 28.08.2024

🎙️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 importanc...

Episode 35: Reimagine Your Legacy Blueprint 14.08.2024

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...

Episode 34: Transitioning With Purpose After Retirement 31.07.2024

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...

Episode 33: Living Longer, Living Better: Passion, Purpose, and Planning 17.07.2024

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' comm...

Episode 32: Embrace New Experiences for a Joyful Retirement Lifestyle 03.07.2024

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 reti...

Episode 31: Family Unity: Elder Care Conversation Strategies 19.06.2024

 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 insi...

Episode 30: How to Live Forever: Writing the Final Chapter 05.06.2024

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 sensitivit...

Episode 29: Beyond Money: Retirement Reimagineds 22.05.2024

🌟 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 explor...

Episode 28: Protect Your Legacy: Safeguard Your Wealth and Loved Ones 08.05.2024

🔍 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 dynamic...

Episode 27: Road-Tripping into Retirement: Freedom on Wheels 24.04.2024

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 Jon...

Episode 26: Tips for Medicare Enrollment and Eligibility Preparation 10.04.2024

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 premi...

Episode 25: Trusted Services For Seniors 27.03.2024

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 i...

Episode 24: Embracing Everyday: A Story of Hope 13.03.2024

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, f...

Episode 23 Building Trust and Financial Transparency 28.02.2024

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 nav...

Episode 22: The Power of Preparation: Estate Planning for a Secure Future 14.02.2024

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...

Episode 21: Legacy Matters: Exploring Estate Planning New boost 31.01.2024

What makes estate planning crucial in securing your legacy, and how can it adapt to complex family dynamics? Host John Creekmur delves into estate planning with expert Natalie Perry. They discuss the significance of wise estate planning, accommodating diverse family structures, and the necessity of regular updates. Perry brings light to the intricacies of estate taxes, probate avoidance, and chari...

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