149: Financial Life Planning with Carolyn McClanahan
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 3 August 2020
⏱️ 59 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
When physician Carolyn McClanahan tried to find a financial planner several decades ago, she only encountered investment managers and glorified salespeople. However, these experiences led her to fall in love with financial planning.
She's now the Director of Financial Planning at Life Planning Partners in Jacksonville, Florida. She has been quoted in numerous publications, including The Wall Street Journal, Money, Kiplinger's, Smart Money, and has appeared on CNBC and NPR. In 2009 she was named a "Mover & Shaker" in the financial planning profession by Financial Planning.
Carolyn brings a unique perspective and approach to our industry, especially when it comes to retirement and the role it plays in living a happy, sustainable, and fulfilled life. Today, she joins the podcast to share the story of her unique journey into the world of financial services, why the best financial planners need to be able to talk about their clients' health, and how anyone can become a better use of our healthcare system.
Show Notes: Howardbailey.com/149
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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.0 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle |
| 0:55.0 | you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:00.1 | Today's guest is Carolyn McClanahan, who is the director of Financial Planning at Life |
| 1:06.9 | Planning Partners in Jacksonville, Florida. |
| 1:09.1 | She has been quoted in numerous publications, |
| 1:12.1 | including the Wall Street Journal, Money, Kiplingers, smart money. She's even appeared on CNBC, |
| 1:17.2 | maybe even caught her on NPR. In 2009, she was named a mover and a shaker in the financial |
| 1:23.6 | planning profession by Financial Planning Magazine. And Carolyn today will bring, I think, |
| 1:29.0 | a very unique perspective to the approach that we take in the industry, especially because of |
| 1:34.4 | her experience as a physician, and especially as that applies to retirement and the role it plays |
| 1:40.7 | in living a happy, sustainable, and fulfilled life. Carolyn will join the podcast to share |
| 1:46.5 | her unique journey into the world of financial services and why the best financial planners |
| 1:52.0 | need to be discussing their clients' health with them to do and serve their clients at the highest |
... |
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