Sep 1, 2020
When he was 20 years old, Joe Duran came to the United States with $200 to his name. He graduated from college, took a minimum wage job at a financial services firm, grew its value from $30 million to several billion, and sold his first business at the age of 34. He then found himself feeling profoundly lost.
In the years that followed, he interviewed entrepreneurs who had sold their businesses and discovered that many people lose their sense of purpose and identity after exiting their business. He’s now a Managing Director at Goldman Sachs Personal Financial Management, and in both his practice and his forthcoming book, The Thin Line, he explores why the difference between misery and happiness - or success and failure - is whether life happens to you or for you.
Today, Joe joins the podcast to share stories from his own life, as well as his experience in financial services, about why it’s so important to live life in alignment with your priorities. If you’re trying to shape a financial plan - and a retirement - that gives you satisfaction, as opposed to merely helping you survive, this episode is a must-listen.
In this podcast interview, you’ll learn:
- How Joe’s eye-opening education and youth in the country now known as Zimbabwe ultimately led him into the world of American finance.
- Why you don’t need to know everything in order to succeed in business or in life - and why investing in experts saves you time, money, and energy.
- Why so many financial plans fail to reflect reality or a family’s shared values and how to fix this.
- How Joe’s work helps provide the kind of treatment typically given to ultra-high net worth individuals to everyone.
- Why Joe sold his current company, United Capital, to Goldman Sachs - and how he now helps people make great financial decisions without sacrificing his personal life, his marriage, or his relationships with his children.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/27
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com