Shows
Bloomberg IntelligenceMusk Commits to Tesla CEO Role and Plans Political PullbackWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: -Mishal Husain, Editor-at-Large for Bloomberg Weekend, discusses her conversation with Tesla CEO Elon Musk. Elon Musk said he’s committed to still leading Tesla Inc. in five years and expects to pare back his political spending, assuaging some investors’ concerns about the future of his most valuable company.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot maintained its guidance f...
2025-05-2023 min
Bloomberg Daybreak: Asia EditionGlobal Equity Rally Wavers as Buyer Fatigue Kicks InStocks in Asia fell early Thursday for the first time in five sessions as the rally on Wall Street sparked by US-China trade talks showed signs of exhaustion, on speculation stocks have run too fast amid risks stemming from a trade war to an economic slowdown and sticky inflation. Japanese and Australian stocks edged lower, while a gauge of US-listed Chinese companies climbed 1.2% on Wednesday. Tencent Holdings Ltd.'s revenue grew at its fastest pace in more than three years. We get a look at the market landscape with Mark Konyn, Chief Investment Officer at AIA Group. ...
2025-05-1519 min
The T.R.O.N. PodcastTerry TuckerTerry Tucker is an author, keynote speaker, and the Founder of Motivational Check LLC, who passionately believes in the transformative power of storytelling to motivate, inspire, and bring meaningful value to others. With a mission to help people discover and lead their uncommon and extraordinary lives, Terry draws from a deeply personal and professional well of experience to connect with audiences on a powerful level.
A former NCAA Division I college basketball player, Terry has worn many hats throughout his multifaceted career—including marketing executive, hospital administrator, customer service manager, high school basketball coach, SWAT Hostage Negotiator, an...
2025-04-1639 min
Revive MinistriesRevive Ministries Podcast“Our Connections”With Terry TuckerRevive Ministries Podcast Our Connections with Terry TuckerRevive Ministries Podcast would like to reflect on the communities we belong to and the connections surrounding them again, as we did in February of 2024.Before this, I wanted to recognize World Cancer Day, February 4th, 2025. The new World Cancer Day theme 2025-202for 7 “United, by Unique” places people at the center of care and their stories at the heart of the conversation.Disclaimer: if you are in crisis, please seek appropriate professional help immediately. The new 988 Suicide and Crisis Lifeline is avai...
2025-02-2040 min
Great Decisions, Incredible LivesRetirement Living RedefinedAre 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 com...
2025-01-1529 min
Great Decisions, Incredible LivesCapturing Life Stories for Future GenerationsHave 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 S...
2025-01-0134 min
Great Decisions, Incredible LivesBalancing Independence & Safety in RetirementWhat 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...
2024-12-1831 min
Great Decisions, Incredible LivesVacation Ownership for Your Retirement DreamsHow 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.
2024-12-0432 min
Great Decisions, Incredible LivesTransforming Caregiving Across GenerationsHow 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 ca...
2024-11-2030 min
Great Decisions, Incredible LivesAlign Core Values For Fulfilling Life featuring Brian GareauHow 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', ex...
2024-11-0632 min
Great Decisions, Incredible LivesSmart Mortgage Strategies to Boost Cash FlowDid 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...
2024-10-2326 min
Latitude – Navigating Business CultureRewind Wednesday : Interview With John CreekmurWelcome Back! In Season 2 we are revisitng some of our favorite episodes for all our new listeners, this is REWIND WEDNESDAY! In this episode, Rod and Brian interview the Founder and President of Creekmur Wealth Advisors. This highly successful business has grown since its inception to now serving over 1700 client households, managing over $420M of assets, and advising on $1B. Episode Summary: John shares how better understanding, acting on, and actively managing their culture like an investment has created differentiation and much success. He describes his organization’s culture with this sim...
2024-10-0939 min
Great Decisions, Incredible LivesGiving with Purpose: Align Your Funds and ValuesHow 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...
2024-10-0934 min
Great Decisions, Incredible LivesSell Your Business, Fund Your RetirementHow 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 m...
2024-09-1131 min
Great Decisions, Incredible LivesFrom Passwords to Photos Preparing for a Secure Digital Afterlife🎙️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 c...
2024-08-2832 min
Great Decisions, Incredible LivesReimagine Your Legacy BlueprintWhat 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...
2024-08-1429 min
Great Decisions, Incredible LivesTransitioning With Purpose After RetirementHow 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...
2024-07-3137 min
Great Decisions, Incredible LivesLiving Longer, Living Better: Passion, Purpose, and PlanningEver 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...
2024-07-1732 min
Great Decisions, Incredible LivesEmbrace New Experiences for a Joyful Retirement LifestyleAre 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...
2024-07-0336 min
Great Decisions, Incredible LivesFamily Unity: Elder Care Conversation Strategies 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 d...
2024-06-1933 min
Great Decisions, Incredible LivesHow to Live Forever: Writing the Final ChapterHow 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...
2024-06-0528 min
Great Decisions, Incredible LivesBeyond Money: Retirement Reimagineds🌟 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 Ta...
2024-05-2234 min
Great Decisions, Incredible LivesProtect Your Legacy: Safeguard Your Wealth and Loved Ones🔍 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 confli...
2024-05-0831 min
Great Decisions, Incredible LivesRoad-Tripping into Retirement: Freedom on WheelsAre 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, Je...
2024-04-2433 min
Great Decisions, Incredible LivesTips for Medicare Enrollment and Eligibility PreparationHow 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...
2024-04-1028 min
Great Decisions, Incredible LivesTrusted Services For SeniorsHow 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 improv into elder care. She delves into the power of improv training in improving creativity, openness, and connection in various professional settings.🔑 Key Takeaways:🎭 Improv can significantly enhance communication and problem-solving skills in corporate and careg...
2024-03-2733 min
Great Decisions, Incredible LivesEmbracing Everyday: A Story of HopeHow 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, facilitate behavior change, and lead to more informed decisions. Tucker also discusses the principles of sustainable excellence, advocating for continuous learning, embracing curiosity, and the significance of learning from mistakes and failures.Key Ta...
2024-03-1326 min
Great Decisions, Incredible LivesBuilding Trust and Financial TransparencyHow 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 navigate financial challenges, especially during retirement planning. Zepeda practices in Houston, Texas, through her business, Financial Therapy Texas, offering in-person and online consultations. Her mission is to foster financial harmony and emotional well-being in couples, lev...
2024-02-2836 min
Great Decisions, Incredible LivesThe Power of Preparation: Estate Planning for a Secure FutureEver 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 a decade of experience in estate planning law, Ryan's expertise extends to elder law and potentially includes disability information. He emphasizes the significance of estate planning...
2024-02-1428 min
Retro Sports Radio: Classic Games from History1957-Dec-29 • NFL Championship • Cleveland Browns vs Detroit Lions - Radio- 1957 NFL Standings- Sunday Dec 29, 1957- Stadium: Briggs Stadium- Attendance: 55,263-- Radio Announcers- Ray Scott- Bill McColgan-- Top Players- 1957 Cleveland Browns- QB - Tommy O'Connell- FB - Jim Brown- LE - Pete Brewster- FL - Ray Renfro- LT - Lou Groza- RDH - Don Paul- SS - Ken Konz
2024-02-093h 05
Great Decisions, Incredible LivesLegacy Matters: Exploring Estate Planning New boostWhat 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 charitable giving within estate planning.Key Takeaways:🔑 Understanding the value of expert guidance in estate planning.🔑 Navigating estate planning complexities in modern family dynamics.🔑 The impor...
2024-01-3129 min
Success Strategies for Dental Practice OwnersNavigating Modern Dentistry: An Insider's PerspectiveDr. Lawrence Kotlow is a board-certified pediatric dentist—a specialist dedicated to treating children, from birth, infants, and toddlers. He is well known for his concern and understanding of mothers who wish to breastfeed. He is an internationally known expert on the diagnosis and treatment of abnormally attached lingual frenums, also known as tongue-tie. Dr. Kotlow sees infants as early as a day after birth for the revision of tongue-tie using laser surgery to eliminate the need to place infants in the operating room or the need for drugs for treatment. In this episode, Dr. Law...
2024-01-1733 min
Great Decisions, Incredible LivesProactive Estate Planning for Smooth TransitionsAre you prepared for the unexpected twists of life? Join the conversation on Great Decisions, Incredible Lives with host John Creekmr and guest Julie Kolodziej, a seasoned estate planning attorney who guides us through securing your future and legacy.In this episode, host John Creekmur engages in a comprehensive discussion with Julie Kolodziej, delving into the complexities of estate planning. With over two decades of experience, Julie offers her expert insights on crucial topics such as planning for incapacity, the nuances of business succession, and the importance of a personalized approach to estate planning.
2024-01-1731 min
Great Decisions, Incredible LivesGathering, Growing, & Granting for Community ImpactEver wondered how a single donation can ripple out to create waves of positive change? Tune in to discover how philanthropy shapes communities!On Great Decisions, Incredible Lives: Retire with Intention podcast, host John Creekmur speaks with guest Scott Witzig, a seasoned philanthropist and executive director of the Morton Community Foundation, who has a diverse background from running a family clothing business to leading a significant nonprofit organization. He's dedicated to creating lasting impacts through strategic donations and endowments, transforming lives in his community since 2007.📝 In this enlightening episode, Sco...
2024-01-1033 min
Success Strategies for Dental Practice OwnersMastering Money Management: A Guide for Dental ProfessionalsCreekmur Wealth Advisors is a wealth management firm whose No. 1 goal is to help people discover, build and live out ‘True Wealth,’ which we define as all the things in life that money cannot buy. Even during his teens, John wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, John has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation. In this podcast episode, John Creekmur, from Creekmur Wealth Advisors, shares his insights o...
2023-12-2739 min
Registered Investment Advisor PodcastCreekmur Wealth ManagementJohn Creekmur is the founder and president of Creekmur Wealth Advisors. He is highly motivated by helping people make great decisions so they can live incredible lives and ultimately experience True Wealth. John enjoys educating people about this process through various outlets such as True Wealth Radio, The Deep Dive (podcast with Drew Creekmur), and Great Decisions, Incredible Lives podcast.Creekmur Wealth Advisors is a wealth management firm whose No. 1 goal is to help people discover, build, and live out ‘True Wealth,’ which we define as all the things in life that money cannot buy...
2023-12-2719 min
Great Decisions, Incredible LivesHow to Choose the Right Long Term Care Insurance in 6 Easy StepsHave you ever considered what lies ahead regarding your long-term care needs? This Great Decisions, Incredible Lives episode delves into long-term care planning and insurance. Guest Matt McCann, a recognized expert in the field, joins host John Creekmur.Matt McCann brings over two decades of experience in long-term care planning and insurance. As the publisher of LTC News, a consumer-focused website, Matt offers valuable insights into aging, caregiving, health, long-term care, and retirement planning. He's a sought-after speaker, even testifying before the US House on long-term care. With his deep industry knowledge and nationwide...
2023-12-2027 min
Great Decisions, Incredible LivesHow to Find Joy in Life as an Empty NesterHave you ever wondered how to find true joy and purpose in retirement beyond the roles of parenthood and work? In this episode of 'Great Decisions, Incredible Lives,' we delve into this fascinating topic with our special guest, Babs Plunkett, a certified retirement coach and bestselling author. Babs specializes in helping people transition from empty nest to retirement and rediscover their purpose in life. They discuss the challenges of this transition, the importance of finding joy and purpose beyond traditional roles, Babs's research on intentional living, and practical advice for living a fulfilling life i...
2023-12-1328 min
Great Decisions, Incredible LivesFrom Grief to Growth: Empowering Widows to ThriveHow do our core values guide our decision-making in life? In this episode of "Great Decisions, Incredible Lives: Retire with Intention," host John Creekmur emphasizes the importance of living with intention. He introduces guest Pam Bates, a retired dental professional, who shares her experiences as a widow and her career in the dental field. Pam also discusses her book, "The Most Amazing Harvest," which details her journey. Additionally, she highlights her online book study, "The Most Amazing You," and her support group, Braving Widowhood. The episode sheds light on widows' emotional and financial challenges and...
2023-12-0630 min
Great Decisions, Incredible LivesTransform Health into Retirement WealthHow can we redefine retirement to be more than just financial security? Discover the insights of Nancy Schwartz, a former corporate executive turned retirement visionary.In this enlightening episode of "Great Decisions, Incredible Lives Retire with Intention," we are joined by Nancy Schwartz, a seasoned corporate executive with over four decades in executive search. Nancy shares her transformative journey over the past five years, exploring the intricate connection between retirement, health, and wellness. She challenges the traditional views of retirement, advocating for a holistic approach that combines financial planning with personal well-being and fulfillment...
2023-11-2933 min
Great Decisions, Incredible LivesGratitude Can Increase HappinessIn this insightful episode, host John Creekmur and Stacy Creekmur discuss living an incredible life marked by intentionality and gratitude. The conversation, tailored for the Thanksgiving season, delves into the psychology of gratitude and its impact on happiness, personal resilience in adversity, the importance of defining core values and setting goals, and the perspective of viewing money as a tool rather than an end goal.🎯 Key Takeaways:The Power of Gratitude (00:02:41):Discusses how gratitude significantly impacts happiness, suggesting a daily practice of noting things to be thankful for to increase happiness by...
2023-11-2220 min
Great Decisions, Incredible LivesDo You Need a Holistic Approach to Financial Planning & Client Management?How can you ensure that your retirement plan is as comprehensive as it is comforting? In the latest episode of Great Decisions, Incredible Lives: Retire With Intention, host John Creekmur welcomes Steven Harp, the accomplished founder of the Colorado Wealth Group. With his extensive 15-year tenure in financial planning, Steven champions a holistic approach that encompasses every facet of personal finance, from cash flow and investments to holistic life satisfaction. The discussion unfurls how a well-rounded financial plan can provide a reassuring sense of security and clarity for retirement. They shed light on the mental a...
2023-11-1529 min
Great Decisions, Incredible LivesUnderstand Risks in Fixed Income MarketsIn episode 12 of the Great Decisions, Incredible Lives: Retire with Intention podcast host John Creekmur speaks with guest David Roosevelt, a seasoned investment manager who sheds light on the intricacies of the financial world, discussing GIPS compliance, understanding financial concepts, and aligning investment strategies with chosen asset class characteristics. His experience, particularly during the 2008 financial crisis, offers listeners invaluable lessons about financial stability, adaptability, and forward-thinking strategies.✅ Key Takeaways:✅ GIPS Compliance: The Global Investment Performance Standards (GIPS) set by the CFA Institute ensures accurate return calculations. David's firm, Roosevelt Capi...
2023-11-0833 min
Great Decisions, Incredible LivesAlign Core Values for Fulfilling LifeHow 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 o...
2023-10-3132 min
Great Decisions, Incredible LivesFuture-Proof Your Retirement: Tackle Income Uncertainties💡 What is your perspective on longevity and retirement planning?In this episode of Great Decisions, Incredible Lives: Retire With Intention, John Creekmur interviews Brian Colvert, a certified financial planner from Bonfire Financial. They discuss retirement planning and the changing dynamics of retirement. Brian shares his background and experience in the financial industry, as well as what sets Bonfire Financial apart from other advisory firms. They delve into understanding clients' expectations and reshaping retirement plans to align with their goals. They also touch on topics such as long-term care expenses, risk in retirement planning, retirement income strategies, and the...
2023-10-2527 min
Great Decisions, Incredible LivesUnleash the Power of Financial Planning New boostIn this episode of Great Decisions. Incredible Lives: Retire with Intention, host John Creekmur sits down with Kristian Mtetwa, a highly regarded financial advisor. Kristian shares his inspiring journey into finance and how his passion for helping others led him to pursue a career in this field. He emphasizes building personal connections and relatability in the financial services industry. Kristian delves into his firm's unique approach to financial planning, which revolves around understanding clients' core values and assisting them in making informed decisions. Additionally, he sheds light on the specific challenges first-generation wealthy individuals f...
2023-10-1827 min
Great Decisions, Incredible LivesComprehensive Planning For Retirement BlissEver wondered what the secret is to making decisions that align with your essence and lead to a fulfilling life? Today’s guest on Great Decisions, Incredible Lives: Retire With Intention podcast is Michelle Kooi, who reveals transformative insights in this unmissable episode.John Creekmur welcomes Michelle Kooi, the accomplished founder of Confluence Coaching and Consulting. In this episode, they delve into the art and science of decision-making, exploring how it shapes the trajectories of our lives. Discover the essence of trusting oneself, the significance of understanding one's core values, and the tools to al...
2023-10-1127 min
Latitude – Navigating Business CultureInterview With Special Guest John Creekmur In this episode, Rod and Brian interview the Founder and President of Creekmur Wealth Advisors. This highly successful business has grown since its inception to now serving over 1700 client households, managing over $420M of assets, and advising on $1B. Episode Summary: John shares how better understanding, acting on, and actively managing their culture like an investment has created differentiation and much success. He describes his organization’s culture with this simple formula. Culture = The sum of all the decisions all of his employees make to serve people
2023-10-0439 min
Great Decisions, Incredible LivesAchieving Financial Goals: A Journey of Intention and PurposeGreat 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.
2023-10-0424 min
Great Decisions, Incredible LivesComprehensive Planning For Retirement Bliss Featuring Lorie JonesAre you prepared to navigate the shift from saving for retirement to spending in retirement? Discover financial expert Lorie Jones's strategies to ensure flexibility and success in every phase of your financial journey on episode 5 of Great Decisions Incredible Lives: Retire With Intention podcast. They discuss the importance of comprehensive financial planning, transitioning from saving for retirement to spending during retirement, and the need for diversified tax strategies to optimize income flexibility.Key Takeaways:✅ Comprehensive financial planning involves considering all aspects of a client's financial life, aligning their goals with appropriate strategies, and providing peace of...
2023-09-2727 min
Great Decisions, Incredible LivesHow Cash Can Power Your Financial Plan💡Question: Is your cash truly working for you or just lying idle? 🎙️Podcast Alert! On Great Decisions, Incredible Lives: Retire with Intention 👥 Host: John Creekmur sits with guest Morgan Ludovico from Stone Castle.Morgan Ludovico, Senior Vice President of Intermediary Sales at StoneCastle Cash Management, LLC, specializes in building relationships with RIAs and wealth managers, guiding them toward enhanced cash management solutions. Leveraging market insights, Morgan aids in capturing held-away cash, increasing AUM, and elevating advisor profitability.🎯Highlights:
✅ Understanding Cash Management: The changing landscape of interest rates and asset protection needs.
✅ Demystifying FDIC Insurance: How...
2023-09-2023 min
Great Decisions, Incredible LivesOvercome The Fear Of Outliving Retirement"What if you could confidently navigate retirement, knowing your income would last a lifetime? In this episode of Great Decisions, Incredible Lives: Retire With Intention, host John Creekmur dives deep with Justin Fitzpatrick, Co-Founder and CIO of Income Lab, to uncover the secrets to successful retirement planning."Justin has over 15 years of experience in financial services, leading teams in advanced financial planning, portfolio strategy, and financial technology tools.In this episode, John and Justin discuss various retirement planning aspects and dynamic tools' importance.They explore the fear o...
2023-09-1328 min
Great Decisions, Incredible LivesNavigating State Pension PlansOn this episode of Great Decision, Incredible Lives, Retire With Intention podcast with host John Creekmur, the guest is Jeff Houch - An expert with over 15 years of experience in the administrative and financial dynamics of retirement plans governed by the Illinois Pension Code. Jeff currently serves as the Associate Executive Secretary for the State Retirement Systems, managing the retirement plans of three of the five State-funded systems: the State Employees Retirement System (SERS), the Judges' Retirement System (JRS), and the General Assembly Retirement System (GARS).Jeff Houch, an expert in Illinois state retirement systems, sheds light...
2023-09-0530 min
Great Decisions, Incredible LivesTax Savings Strategies for Building WealthAre you looking for ways to reduce your 💵 tax bill and build wealth? Welcome to Great Decisions, Incredible Lives: Retire with Intention, podcast with host John Creekmur. In this episode, the special guest is Jeff Badu, a seasoned CPA, entrepreneur, and wealth multiplier, who shares invaluable insights on how to keep more money in your pocket and pave the way to financial prosperity.Jeff has built an impressive track record in finance, particularly in real estate and tax optimization. He'll shed light on various strategies to incorporate real estate into your investment portfolio, creating 💵 wealth and generating income...
2023-08-3030 min
Great Decisions, Incredible LivesUnlocking True Wealth: The Five Key Principles for an Incredible Life💡 In this episode, hosts John and his wife, Stacey Creekmur, will guide you through the fundamental principles of living an incredible life and retiring with intention. They'll help you understand the importance of defining what an incredible life means to you and how to achieve it. So, let's jump right in!💰 Define Your Core Values 🌿 To live an incredible life, it's crucial to identify your core values. These values are the foundation for your decision-making process and guide you toward a fulfilling retirement. You'll find greater satisfaction and purpose in your everyday life by aligning your actions with your...
2023-08-2322 min
Great Decisions, Incredible LivesGreat Decisions, Incredible Lives.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 journey.Subscribe now and embark on th...
2023-08-2202 min
Grow Your Business and Grow Your WealthJohn CreekmurReady to learn the concept of a true wealth plan and why you should align financial decisions with values and goals? On episode 155 of Grow Your Business & Grow Your Wealth, my guest is John Creekmur. John shares how his interest in finance began in high school and how a chance encounter with a local business owner changed his perspective on pursuing a career in the financial industry. They then dive into the concept of a true wealth plan, where John explains the importance of aligning financial decisions with clients' values and goals. John Creekmur founded Creekmur Wealth Ad...
2023-08-0925 min
Legacy LeadersJohn Creekmur: Building Your Path to Financial FreedomJohn Creekmur is a well-respected authority in the financial planning industry with a passion for aiding individuals in building and securing their wealth. Even during his teens, he wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, he has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation. He started his career with a large brokerage firm and transitioned to the investment department at a local bank. In 1995, he started his own firm, which has grown to it...
2023-08-0229 min
ETF Expert Corner Archives | ETF Prime PodcastEuclid’s John Creekmur & Karl Ashley Spotlight Capital Growth ETFEuclid Investment Advisory’s John Creekmur and Karl Ashley explain the investment approach behind the Euclid Capital Growth ETF (EUCG), which utilizes trend-following.
2021-04-2718 minETF PrimeEuclid’s John Creekmur & Karl Ashley Spotlight Capital Growth ETFEuclid Investment Advisory’s John Creekmur and Karl Ashley explain the investment approach behind the Euclid Capital Growth ETF (EUCG), which utilizes trend-following.
2021-04-2718 minETF PrimeETF.com Awards, Best ETF Trading Practices, & Trend FollowingETF.com’s Drew Voros offers highlights from their 8th Annual ETF Awards. Vanguard’s Janel Jackson discusses best ETF trading practices and spotlights the recently launched Vanguard Ultra-Short Bond ETF (VUSB). Euclid Investment Advisory’s John Creekmur and Karl Ashley explain the investment approach behind the Euclid Capital Growth ETF (EUCG), which utilizes trend-following.
2021-04-271h 00ETF PrimeETF.com Awards, Best ETF Trading Practices, & Trend FollowingETF.com’s Drew Voros offers highlights from their 8th Annual ETF Awards. Vanguard’s Janel Jackson discusses best ETF trading practices and spotlights the recently launched Vanguard Ultra-Short Bond ETF (VUSB). Euclid Investment Advisory’s John Creekmur and Karl Ashley explain the investment approach behind the Euclid Capital Growth ETF (EUCG), which utilizes trend-following.
2021-04-271h 00
D&S Sports TalkD&S Sports Talk - Comeback Episode One 2020 Review Kobe, John Thompson, Lute Olson NHL Playoffs Catch up on MLB - What has stood out? - MVP candidates - Trade deadline recap - Do we like the rule changes? - Outlook for rest of year Catch up on NBA Playoffs How do 76ers move forward? Are the Bucks back? Lakers or Clips? Random thoughts
2020-09-0200 min