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Ready For Retirement

This Is What Financial Planning Really Changes

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5706 Ratings

🗓️ 12 June 2025

⏱️ 18 minutes

🧾️ Download transcript

Summary

What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clients’ futures can be just as meaningful. Often, it’s not about the numbers—it’s about helping someone move forward when fear is holding them back. We’ve seen it firsthand. Like the dentist who had every detail in place to open her own practice but couldn’t take the final step. What helped wasn’t another spreadsheet—it was a mindset shift. Or the c...

Transcript

Click on a timestamp to play from that location

0:00.0

We have a really fun job as advisors.

0:02.7

We change lives.

0:03.8

We don't save lives, but we change them.

0:06.5

And the reason I'm picking that word change lives is because I've been watching a TV show called

0:11.3

the studio on Apple.

0:13.6

James, have you seen it by chance?

0:15.4

Never seen it.

0:16.4

Okay, so this is going to be extra fun because I think a lot of people listening slash watching

0:20.2

have also not

0:21.0

seen it. And so there's an episode where Seth Rogan, he is the studio head. And his role is to

0:28.3

control what shows go out and the absolute media production and the quality. And that's his role.

0:34.2

And he plays this figure of someone who goes, I have the most important job in the

0:38.2

world. I save lives. And he starts to date a physician who legitimately saves lives, children

0:45.6

who have cancer. And the funny part of the episode, which then makes it so real, is he starts

0:53.1

talking about, and it's comical,ical he goes can't we just admit that we

0:57.2

do the same thing and the person he's dating goes no set that's not his name in the episode

1:03.0

i forget his name but he goes set you you do good work yes you inspire and you make movies but

1:08.0

i'm actually changing lives and he goes what's in every single hospital room?

1:13.3

A TV.

1:14.4

I'm the one changing lives.

1:16.0

And the funny part of it to us is here's someone who really believes this guy is changing

1:22.8

lives.

...

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