Creekmur Wealth Advisors
Creekmur Wealth Advisors
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Retirement Living Redefined
Are 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 combat social isolation among seniors.
Key Takeaways:
The Power of Data: Sphere Investments leverages data analytics in innovative ways to enhance healthcare outcomes for residents.
Intergenerational Connections: Discover the profound impact of intergenerational connections on the health and well-being of seniors.
Future Trends: Explore the latest trends shaping the future of senior living, including university-based communities and community integration.
Financial Planning: Learn how retirees can align their financial planning with increased longevity.
Combating Social Isolation: Find out how Sphere is working to combat social isolation among seniors.
Quotes:
"We can be smarter investors, and we can be more socially minded investors with a public health lens, and that's where I come in, because now we're getting into senior housing."
Connect with Rachel Diaz:
Visit Sphere Investments' website: sphereinvestments.com
Переглядів: 47

Відео

Deep Dive: The Year Ahead
Переглядів 721 годину тому
It's 2025 and we are oh so excited! Join John and Drew as they take a step back and examine the year ahead! Key Takeaways Include: 🔑Welcome to 2025 🔑 Upcoming Trades 🔑How Do Stocks and Bonds Trade 🔑Buffers and Fixed Rates 🔑 The Big Picture In 2025!
Five Minute Finance: Investment Risk
Переглядів 15День тому
Join Drew Creekmur as he discusses Investment Risk. What is investment risk? What factors can determine my risk? All of these questions can be answered in this week's 5 Minute Finance!
Capturing Life Stories For Future Generations
Переглядів 3114 днів тому
Have 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 d...
Merry Christmas and a Happy New Year from Creekmur Wealth Advisors!
Переглядів 1121 день тому
The end of 2024 is here and we can't wait to celebrate 2025 with all of you! Join John and Stacy as they dive into the Christmas season and wish us a wonderful 2025! From all of us at Creekmur Wealth Advisors, Merry Christmas and a Happy New Year!
Balancing Independence and Safety in Retirement
Переглядів 2328 днів тому
What 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 ...
Deep Dive: End Of The Year Wrap-Up
Переглядів 56Місяць тому
Join John and Drew as they discuss everything you need to know for the end of the year. Is there something you've been waiting on? Time is ticking and there is not much time to get it done in 2024! Key topics for this week include: What To Do Before The End of The Year Where IS The Market At? Giving Into Your Emotions and Staying On Track Bring It Back To Your Core Goals
Vacation Ownership For Your Retirement Dreams
Переглядів 57Місяць тому
🎙️How 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,...
Deep Dive: Thankful, Grateful, and Blessed
Переглядів 9Місяць тому
John's flyin' solo this week on the Deep Dive and boy does he sure a lot to share. From market updates to OUR BRAND NEW BOOK, we have a lot to discuss. In the season of giving thanks we sure have a bunch to be thankful for, including you, our listeners. Join us for a fun and in-depth episode!
Deep Dive: Thankful, Grateful, and Blessed
Переглядів 8Місяць тому
John's flyin' solo this week on the Deep Dive and boy does he sure a lot to share. From market updates to OUR BRAND NEW BOOK, we have a lot to discuss. In the season of giving thanks we sure have a bunch to be thankful for, including you, our listeners. Join us for a fun and in-depth episode! Want a copy of the book yourself? Copy the link to get our latest read: www.amazon.com/Your-Blueprint-P...
Transforming Caregiving Across Generations
Переглядів 6Місяць тому
How 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...
Deep Dive: Social Security Funding
Переглядів 282 місяці тому
This week on the Deep Dive Podcast, John and Drew talk about Social Security Funding.....everyone's favorite topic....well, maybe not. Key Topics For This Week Include: Social Security Benefits and Revenue Closing the Gap Impact On Retirement Income Planning One Key Thought
Deep Dive: The Election
Переглядів 162 місяці тому
It's spooky season this week on The Deep Dive Podcast and we're not talking Halloween, we're talking the upcoming election!🇺🇸 Join John and Drew as we cover some important topics that you may need to know for the future! Key Topics Include: -Where Are We At Currently? -Bull Markets -Risk vs Reward -It's A Marathon. Not A Sprint You are not going to want to miss this in-depth episode!
Smart Mortgage Strategies To Boost Cash Flow
Переглядів 2012 місяці тому
Did 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 ex...
Deep Dive: The BIG Picture!
Переглядів 2093 місяці тому
Join John and Drew as they talk BIG picture and creating a legacy that will last. This week's episode includes: -Core Values and Transitioning -Behavioral Finance -Creating a Legacy - What Is A Good Starting Place? -Knowing Your Core Values John also includes some resources that can better help you understand the idea of creating a lasting impact! Please check out the the following podcasts as ...
Giving With Purpose: Align Your Funds And Values
Переглядів 883 місяці тому
Giving With Purpose: Align Your Funds And Values
Deep Dive: Policy Changes
Переглядів 443 місяці тому
Deep Dive: Policy Changes
Moving Pieces In The Economy
Переглядів 443 місяці тому
Moving Pieces In The Economy
Sell Your Business, Fund Your Retirement
Переглядів 134 місяці тому
Sell Your Business, Fund Your Retirement
Your Year End To-Do List
Переглядів 224 місяці тому
Your Year End To-Do List
From Passwords To Photos Preparing For A Secure Digital Afterlife
Переглядів 1314 місяці тому
From Passwords To Photos Preparing For A Secure Digital Afterlife
Reimagine Your Legacy Blueprint
Переглядів 45 місяців тому
Reimagine Your Legacy Blueprint
Trends and Market Movement
Переглядів 585 місяців тому
Trends and Market Movement
Transitioning With Purpose After Retirement
Переглядів 275 місяців тому
Transitioning With Purpose After Retirement
Your Retirement Blueprint
Переглядів 135 місяців тому
Your Retirement Blueprint
Living Longer, Living Better: Passion, Purpose and Planning
Переглядів 246 місяців тому
Living Longer, Living Better: Passion, Purpose and Planning
Let's Take A Look At The Numbers
Переглядів 116 місяців тому
Let's Take A Look At The Numbers
Embrace New Experiences For A Joyful Retirement Lifestyle
Переглядів 46 місяців тому
Embrace New Experiences For A Joyful Retirement Lifestyle
Mid-Year Tax Planning!
Переглядів 76 місяців тому
Mid-Year Tax Planning!
Family Unity: Elder Care Conversation Strategies
Переглядів 376 місяців тому
Family Unity: Elder Care Conversation Strategies