Financial independence and security are life goals. They are something that most people aspire to achieve. And while there’s no magic bullet for financial success, one important step you can take to give yourself the best chance of achieving your financial goals is life planning.

“We’re only on this earth for a very short period of time, so why not live your best life.” ~ Joe Delaney

In this episode, Steve talks with Joe Delaney, Founder and Managing Director at Lifeguard Wealth. With more than 35 years of financial industry experience, Joe founded Lifeguard Wealth to help others realize their goals and dreams. He reinforces his seasoned experience as a wealth manager, corporate executive, business owner, real estate owner and broker, CPA, and community leader, by collaborating with a national network of financial professionals and academic thought leaders.

As a former ocean lifeguard in his youth, Joe integrates his first responder mentality and talks about what it means to be a life planner. He also speaks about the tools needed to understand the client’s most profound goals, what motivates him to start his advisory firm, and how he establishes long-term client relationships.

Links

• Joe Delaney on LinkedIn
• Lifeguard Wealth
• ProVisors
• PGIM Real Estate
• Lend Lease
• Property Capital LLC
• Blackstone
• Kinder Institute of Life Planning
• George Kinder
• EVOKE Life Planning Training
• John Bowen
• CEG Worldwide

 Connect with our host

• Steve on LinkedIn

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Steven Atkinson

Managing Director, Advisor Relations

Managing Director, Advisor Relations with Buckingham Wealth Group. For 25 years Steve has helped advisors get into the RIA space and/or helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design Build Protect client experience process along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve currently splits his time between Omaha, NE and Edwards, CO with his wife and three daughters.