A Roadmap To Financial Independence And Security With Joe Delaney The Admired Advisor podcast

A Roadmap to Financial Independence and Security with Joe Delaney

2y ago 34:58

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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.

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.

Key Takeaways

[01:30] - How Lifeguard Wealth serves its clients.
[04:01] - How Lifeguard Wealth got its name.
[08:12] - Joe's professional career before Lifeguard Wealth.
[10:04] - What it means to be a life planner.
[16:18] - How Joe defines the line between client relationships and advisory work.
[18:38] - How Joe establishes long-term client relationships.
[21:03] - What motivated Joe to start his advisory firm.
[25:31] - Joe's approach to working with multi-generational clients.
[30:33] - What was Joe's client engagement like during the pandemic.

Quotes

[10:54] - "We're only on this earth for a very short period of time, so why not live your best life." ~ Joe Delaney

[19:12] - "It's important to get to know clients and ensure they're going to be a good fit. Not every client's the right client, and we're not always the right advisor for a client opportunity." ~ Joe Delaney

[22:26] - "Referrals are the currency of ProVisors. I'm consistently the number one giver in my group. I have plenty to give, and when you give, you do receive." ~ Joe Delaney

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Disclosure

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

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