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
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