Retiring Well with Charlie Jordan
21 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 24 ratingsMany people nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years. This podcast can help you “retire well" by reflecting on what matters most and then planning a life built around these goals and priorities.
If you are interested in learning more about Retiring Well, please email us at [email protected].
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Episodes
Finding your "Second Curve" with CEO Ray Padron
December 05, 2022 18:38 - 34 minutes - 38.1 MBIt's the latest episode of The Retiring Well Book Club! Using a review of Arthur Brooks’ new book From Strength to Strength as a catalyst, CI Brightworth CEO Ray Padron shares his wisdom and personal reflections as he contemplates the “Second Curve” of his career. To order the book on Amazon: From Strength to Strength by Arthur Brooks About our guest Ray Padron: https://www.linkedin.com/in/rayvpadron/ https://www.brightworth.com/ray-padron Do you have questions about your retirement...
When you are no longer called "Doctor": Identity struggles in retirement
November 17, 2022 20:28 - 30 minutes - 34.5 MBWealth Advisor and fellow CI Private Wealth partner Brett Miller joins host Charlie Jordan to discuss the identity struggles that many retirees, especially professions of public prominence such as doctors and dentists, experience as they journey into retirement. About our guest Brett Miller: [email protected] https://www.brightworth.com/brett-miller https://www.coffeewithbrett.com/ Do you have questions about your retirement? If you have a question about your personal si...
Women Retiring Well: High-Level Executive Women with Advisor Jane Newton
November 11, 2022 13:39 - 55 minutes - 101 MBIn the latest episode of our Women Retiring Well series, Wealth Advisor and fellow CI Private Wealth partner Jane Newton joins host Charlie Jordan to discuss the unique challenges and opportunities of the high-level executive woman as she contemplates and enters retirement. We cover many topics, including: Insights gained over Jane's career on Wall Street and the advisory industry How Jane launched the Wall Street Women Forum in 2010 and its impact since How women can move from the ...
Retirees: Do you need to go back to work because of this bear market?
October 20, 2022 16:00 - 26 minutes - 50.3 MBIn this episode, host Charlie Jordan is joined by fellow CI Private Wealth advisor & partner Chase Mouchet to discuss the current bear market and how retirees can manage the financial and personal impacts. If you have a question about your personal situation or would like us to answer on a future listener questions episode, please email us at [email protected]. To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The El...
Listener Questions: High-dividend stocks, bucket list spending, inflation, and more
October 13, 2022 20:50 - 36 minutes - 64 MBCI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on: High dividend-paying stocks for retirement income (1:25) Bucket list high spending early in retirement (5:44) Inflation and portfolio allocations in retirement (14:20) What is a QCD? (20:12) If you have a lump sum of cash, is now a good time to invest? (27:50) If you have a question that you would like us to answer on a future l...
Retiring Well Tips: The Retirement Grace Period
October 04, 2022 14:58 - 9 minutes - 17 MBRetiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is The Retirement Grace Period. In this podcast, host Charlie Jordan discusses two areas that new retirees will have to give themselves grace in the retirement transition: Spending and Time. If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at [email protected]. To subscribe to...
Women Retiring Well: Estate Attorney Stacy Hanley
September 07, 2022 11:15 - 41 minutes - 67.1 MBIn this new series called Women Retiring Well, host Charlie Jordan is joined by estate attorney Stacy Hanley to discuss how women can take control of their retirement and thrive. We cover a number of topics, including: Defining retirement for women How women can engage in the retirement and money conversation How to ensure women have the right advisory team Stacy's process to help with Dream, Design & Build for their retirement years The role men play in supporting women's enga...
The State of Luxury Travel in Retirement
August 27, 2022 12:25 - 26 minutes - 50.5 MBIn this podcast, host Charlie Jordan is joined by luxury travel agent Ginger Duval to discuss the luxury travel market for retirees. Leisure is one of our 10 Elements of Retirement and travel is the most expressed goal for retirement by most people. In this episode, we discuss: What it's like to travel overseas currently Tips for pulling off multi-generational "The Big Family Trip" The impact of inflation on travel How safe is it to travel? Who needs a travel agent? Do I need t...
Retiring Well Tips: Should I stay or should I go? Making the decision to retire
August 10, 2022 16:57 - 9 minutes - 18.1 MBRetiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is Should I stay or should I go? Making the decision to retire. In this podcast, host Charlie Jordan discusses three steps for helping people make this decision: Know your numbers. Focus on more than just the money. Take a hard look at how you will spend your time/Take the off-ramp. If you have a question about your personal situation or that you would like us to answer on a futu...
Listener Questions: Roth Conversions, I-Bonds, Grandchildren with Special Needs and More
July 27, 2022 14:34 - 33 minutes - 64.3 MBCI Brightworth Private Wealth Advisor Josh Monroe joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on: Roth IRA conversions (01:35) Using Health Savings Accounts in retirement (08:11) Moving to be closer to family in retirement (11:19) Delaying or starting Social Security benefits (17:40) I-bonds: what are they and should I have them? (23:09) Supporting grandchildren with special needs (28:24) If you have a question that you wou...
The Gray Divorce: What you need to know about divorce in retirement
June 30, 2022 19:48 - 45 minutes - 81.7 MBDivorce over age 50, also known as the Gray Divorce, is an unfortunate reality for many people. My guest, Heather Locus, Wealth Manager and head of the Divorce Practice Group of BDF, LLC in Chicago, is a nationally-renowned expert in helping women and men navigate the financial and personal impact of divorce. In the podcast today, we will talk about: Heather’s personal story and she came to focus on helping those through the divorce process The trend of Gray Divorce Steps one can take...
Continuing Care Retirement Communities: What You Need to Know
June 20, 2022 13:57 - 46 minutes - 64.2 MBAdvisors Jim Ciprich and Melissa Weisz of RegentAtlantic join Charlie Jordan to take a deep dive into Continuing Care Retirement Communities aka CCRCs. We discuss who might benefit from a CCRC, the timing of that decision, the cost and contracts involved, how to pay for them, and success and horror stories. If you or your aging parent are navigating the decisions around senior housing and care, this is a great resource! Enjoy! To subscribe to our monthly email newsletter, The Retiring Wel...
Regret in Retirement
June 03, 2022 13:00 - 18 minutes - 25.3 MBIn this episode of the Retiring Well Podcast, Charlie Jordan is joined by fellow CI Brightworth partner and advisor Chase Mouchet to discuss the newest book from author Dan Pink. In The Power of Regret: How Looking Backward Moves Us Forward, Pink examines the different types of regret and how it can be harnessed for our good. Charlie and Chase discuss the implications for those nearing and in retirement. To download a copy of The Elements of Retirement self-assessment and to subscribe to th...
Taxes in Retirement (No, they don't go away)
May 25, 2022 16:50 - 20 minutes - 28.5 MBMatt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement. We talk about tips and strategies for reducing taxes at three stages of retirement: Those retiring within the next year Those who retired with the last year Those who have been fully retired for over a year To download a copy of The Elements of Retirement self-assessment and to subscribe to the Retiring Well Connection, visit us at https://www.brightworth.com/retiringwell
Taxes in Retirement
March 18, 2022 16:50 - 20 minutes - 28.5 MBMatt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement. We talk about tips and strategies for reducing taxes at three stages of retirement: Those retiring within the next year Those who retired with the last year Those who have been fully retired for over a year To download a copy of The Elements of Retirement self-assessment and to subscribe to the Retiring Well Connection, visit us at https://www.brightworth.com/retiringwell
How to Retire Well - Our Framework
February 07, 2022 19:32 - 18 minutes - 26.2 MBOn today’s episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phases of Retirement and the Ten Elements of Retirement. These areas form the foundation of our counsel, content and resources in helping our clients Retire Well!
The Retiring Well Framework
February 07, 2022 19:32 - 18 minutes - 26.2 MBOn today’s episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phases of Retirement and the Ten Elements of Retirement. These areas form the foundation of our counsel, content and resources in helping our clients Retire Well!
Retiring Wellness
December 17, 2021 18:25 - 14 minutes - 20.2 MBAn oft-forgotten area of focus in all this planning is one’s own health. Most successful executives and business owners work tirelessly for their family, their business, their employees and their coworkers. Doing all this, it’s easy to neglect their own health and wellness, thinking of it as not necessarily urgent. I talk with executive and wellness coach Diana Murphy (dianamurphycoaching.com), about recommendations that can help you prepare your health for a thriving retirement.
Afraid to Spend in Retirement? You're Not Alone
November 19, 2021 18:32 - 7 minutes - 10.2 MBMany people who have saved their whole lives for a comfortable retirement now have a new problem: they're afraid to spend their money. Charlie Jordan shares strifes of - and ways to overcome - this common worry.
Facing Common Retirement Fears
October 23, 2021 00:46 - 5 minutes - 7.59 MBSecond-guessing your decision to retire is a common occurrence, even for the wealth and well-prepared. In this episode of Retiring Well, we'll discuss ways to knock down some of those worries and get on with retirement.
Taking the Off Ramp
September 17, 2021 16:58 - 10 minutes - 14.3 MBA very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”