The Mindset Shift for a Meaningful Retirement with Lubna Forzley

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The Priority of Retirement

Shawn Maloney

40 episodes

2 months ago

Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning.
Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether you're looking to reduce retirement risks, plan for the critical drawdown phase, or identify your unique "Retirement Why," this podcast provides you with the knowledge you need.
In "The Priority of Retirement," you'll discover how to navigate the three phases of retirement, implement the "Retire Happy Framework™," and approach retirement income planning effectively. Shawn also explores why generosity is key to retirement happiness and how to ensure you create a rewarding and fulfilling life by planning properly now.
Join Shawn Maloney as he helps you blend timeless wisdom with modern strategies to secure a prosperous and joyful retirement. Don't miss an episode of "The Priority of Retirement," your guide to a well-planned and meaningful future.
Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC.

All content for The Priority of Retirement is the property of Shawn Maloney and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business,

Entrepreneurship

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The Mindset Shift for a Meaningful Retirement with Lubna Forzley

The Priority of Retirement

23 minutes

8 months ago

The Mindset Shift for a Meaningful Retirement with Lubna Forzley

About Lubna Forzley: Lubna Forzley is the CEO & Founder of Stories, a coaching portal that supports founders and corporate leaders to tell the world the right stories and, most importantly, shift the stories they tell themselves. Under her leadership, Stories was just named ‘Most Innovative Mental Health Tech’ for 2023 by Mentl. She is a board member for griefstories.org, an ICF-accredited (PCC) coach, and a member of Gabor Maté’s Compassionate Inquiry Community. Lubna has coached leaders in Fortune 500 organizations, including: Coca-Cola, Google, American Express, BP, Bayer, Square, BASF, Whiteboard Advisors, the U.S. Department of the Air Force, the Federal Aviation Administration, DaVita, and CVS Health Corporation.
In this episode, Shawn and Lubna Forzley discuss:

The psychological transition of retirement
The power of storytelling in leadership and team building
The role of purpose in preventing burnout
Common regrets and how to live a life without them

"Half of the world is living a life where they're asleep. They're not exactly awake. And I think it's important to wake up and to acknowledge the things that have made you who you are." — Lubna Forzley
Connect with Lubna Forzley: Website: https://why-stories.com/Email: lubna@why-stories.comLinkedIn: https://www.linkedin.com/in/lubnaforzley/
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:Website YouTube LinkedIn Instagram Facebook

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Lubna Forzley is not a client, nor should her appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Stories is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole...

The Priority of Retirement