UID:
almafu_9959328922202883
Format:
1 online resource (xxi, 165 pages)
ISBN:
9781119205395
,
1119205395
,
1118333403
,
9781118333402
,
9781118330579
,
1118330579
Series Statement:
Bloomberg Financial
Content:
"Tailoring a retirement planning strategy for baby boomers' needsTraditional retirement planning approaches fail to meet the needs of affluent baby boomers, particularly those who have been business leaders. There is no "one size fits all" answer for planning for retirement, but few financial advisors accept this reality. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative--wealth management firm Laird Norton Tyee's proprietary discipline, ReGenU--that acts more like a GPS, recalculating the route to retirement--and beyond--for those at the top. Describing ReGenU in a digestible, actionable format, the book provides the framework, tools, and techniques successful baby boomers and their advisors need in order to incorporate this novel approach to planning for a lifetime of leadership and legacy. Packed with learning aids, including graphics/diagrams, worksheets, and exercises, the book is designed to help readers to build their own unique plan that is about more than simply retirement. Presents a proprietary approach to retirement planning that changes seamlessly when times and circumstances change Employs a four component assessment--Where You Are; What You Want; What to Do; and Make It Happen--to ensure continuous feedback, accountability, and measurement of lifetime goals Brings wealth management firm Laird Norton Tyee's retirement planning expertise to readers everywhere Lavishly illustrated and filled with practical advice for wealthy baby boomers and the financial advisors and planners they rely on, Wealth Regeneration at Retirement explains exactly how to build a personalized and sustainable plan for retirement plan no matter where life may lead"--
Note:
Includes index.
,
Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership; Copyright; Contents; Acknowledgments; Foreword; Introduction: Where to Begin?; Could This Be You?; Intense? Me? Really? Yes, You; Now, It's Your Turn; Standing on the Edge of the Cliff; Part I: Redefining Retirement; Chapter 1: It's All about You (Really It Is); We versus Me; It's Time for It to Be All about You; Real Life, Real Money; Wealth Regeneration, What's That?; Old Money; New Wealth; The Principles; What's Next?; You Have to Sleep at Night; Parting Thoughts; Chapter 2: The ""R"" Word; There Are Lots of Us.
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Now What?The Hero's Farewell; What about Me?; What We've Learned; Where Do You Fit?; Parting Thoughts; Chapter 3: The Grab Bag of Life; Change Has Impact; Managing Change; The New Rules; Parting Thoughts; Chapter 4: It's Not Rocket Science; Strategic Planning; Change Management; Financial Forecasting; Risk Assessment; Building Teams; Holding People Accountable; Meaningful Work; You've Got This Wired; Parting Thoughts; Chapter 5: Leading in a New Way; What Is Generativity?; Generativity Is Leadership; Have It Your Way; It's About Regeneration; Parting Thoughts.
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Part II: The Wealth Regeneration DisciplineChapter 6: The Concept of the Wheel; Circle to Wheel; Dealing with Change; What's Next?; You Know How to Do This; Get It Rolling; A Kick in the . . .; Looking at What Happens; Profile: Tom Campion; Chapter 7: Know Where You Are; Defining Your Wealth; The Dual Balance Sheet; Financial Capital; Human Capital; Lifestyle Analysis-How Much Is Enough?; How Sustainable Is Your Wealth?; Profile: Dick Pechter; Toolkit; Worksheet 1: Balance Sheet for Financial Capital; Worksheet 2: Balance Sheet for Human Capital; Worksheet 3: Possible Spending Categories.
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Chapter 8: Know Who You AreRecognizing the Crucible; Facing the Questions; Back to the Future; Seriously, Try This Now; And When You Have a Partner; Flow; So Enough Touchy-Feely Already?; Profile: Peter Nostrand; Toolkit; Worksheet 1: Food for Thought; Worksheet 2: Personal History Matrix; Worksheet 3: Your Life in Retrospect; Worksheet 4: More Great Questions for the Car (or Date Night or on a Beach . . .); Chapter 9: Know Where You Want to Go; Embracing the Endgame; Getting Strategic; Your Purpose; Now for That Vision Thing; How Does It Look from the Top of the Mountain?
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Profile: Bob BuntingTookit; Worksheet 1: Your Life Timeline; Worksheet 2: Discovering Your Passions; Worksheet 3: Your Purpose; Worksheet 4: Letter to a Friend; Worksheet 5: Schedule for a Future Day; Chapter 10: What to Do to Get There from Here; Keeping It Real; Begin at the Beginning; Purpose Is the Destination; What's Nonnegotiable?; What's Just Ahead?; Then, Get Going; What to Do If You Still Don't Know What to Do; Finally, Let's Talk about Money; What If the Scenarios Suggest I'm Spending Too Much Money?; A Word about Investment Policy; You Can Do This.
,
Profile: Julie Weston and Gerry Morrison.
Additional Edition:
Print version: Krysty, Kaycee W. Wealth regeneration at retirement. Hoboken, NJ : John Wiley and Sons, Inc., 2012
Language:
English
Keywords:
Electronic books.
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Electronic books.
;
Electronic books.
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119205395
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119205395
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119205395
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