Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning

In this week's episode of the Model FA Podcast, David DeCelle interviews Joe Jordan, a renowned behavioral finance expert and author of "Living a Life of Significance," which has sold over 150,000 copies in five languages. Joe shares his journey from starting in financial services while still in college to his modern day roles and ventures. He emphasizes the importance of purpose-driven retirement planning, highlighting the need for financial advisors to evolve into life wealth coaches. Joe discusses the impact of technology, regulation, and demographics on the industry and stresses the necessity of human connection in financial services. He also touches on the global population decline and its implications for economic growth.

In this episode:

• Introduction to Joe Jordan's background and achievements in financial services

• Joe's journey from college into various industry roles, and insights on the evolution of the business

• The importance of "retiring towards something" and helping clients plan for their "third act"

• The role of AI in enhancing advisor efficiency to focus on more human-centric client relationships

• Overcoming the fear of rejection through processes, prospecting, and building confidence

• Demographic shifts and their impact on the future of financial services

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

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Our Team:

President of Model FA, David DeCelle

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