Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, as he interviews Angie Ward. Angie is a leadership professor and author living in Greenwood, Indiana. Angie and her husband, Dave, have always believed in being intentional with their lives, including their finances. This belief in intentionality, coupled with a value of service to others and the joy found in giving, has brought Dave and Angie to embracing a new adventure as they explore life after raising their children.

 

 

Leadership as a field has a strong focus on the importance of influence and intentionally. These two words are also defining descriptors for how both Angie and Dave live every day. Dave and Angie received advice at an early age to not simply let things happen ‘to them’ which they took to heart in their marriage, their parenting, and their professional endeavors. They even went as far as creating a family mission statement prior to having children and having it painted on the wall in every home they’ve owned. 

Don’t let ‘life’ happen to you. There is a common notion that retirement is that living the ‘way you want to’ doesn’t happen until a specific time, deferring happiness and fulfillment until the typical retirement age of 65. Angie and Dave believe it is essential to live with intention; otherwise, you could be missing or wasting opportunities. They also believe deeply in the importance of stewardship or making sure you are properly handling the things that you have been entrusted with in life – including your family, friends, finances, opportunities, talents, and more. You have the power to make a difference by nurturing these things and utilizing them appropriately.

As Angie and Dave found themselves preparing for a new season of life as empty or ‘open’ nesters, they had to decide how they wanted this to look for themselves and their legacy. They had spent many years focused on raising their children and now with a renewed sense of availability, were ready to dedicate themselves to a new ‘project’ fully.

After receiving an inheritance in the unfortunate loss of a family member, they decided it was time to utilize those financial resources to further their positive impact while staying true to their core values. Once they had some time to come together and deice how to accomplish this best, Angie and Dave realized they genuinely have hearts for developing younger leaders and working with young adults. Having never wanted to retire and ‘live simply for themselves,’ the next season in life for them came into full view. 

 

Tune in to episode five of The Retirement Remix now to hear Chip and Angie discuss in-depth:

  • Applying appropriate stewardship into everyday aspects of your life
  • What a ‘Launch Fund’ is and why Angie and her husband decided to create one for each of their children.
  • How to begin setting patterns and habits around where your resources go by different values or beliefs.
  • What the next steps are that Angie and Dave are taking in expanding their impact and leaning even further into their beliefs and values.  
  • How to have conversations and ask questions openly and honestly with others around life changes, big decisions, or financial endeavors. 

 

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

 

 

 


 

The Retirement Remix Book

 

Read more inspiring stories in The Retirement Remix Book, A Modern Solution to an Old School Problem. 

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*Any opinions are those of Angie Ward and Chip Munn and not necessarily those of Raymond James. This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.
Source: Chip Munn, Award Winning Advisor https://onwallstreet.financial-planning.com/slideshow/top-10-regional-advisors-under-40  *Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 10 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2015 and be employed at a major, leading regional brokerage firm. Trailing 12-month production as of 9/30/15 is then used to compile the ranking. AUM may also be taken into account. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.
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