Retiring Well with Charlie Jordan: Recent Episodes
Charlie Jordan
Many 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
It'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?
If you have a question about your personal situation or one that you would like us to answer on a future listener questions episode, please email us at retiringwell@brightworth.com.
Subscribe to the Retiring Well Connection!
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
Wealth 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:
- brett.miller@brightworth.com
- 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 situation or that you would like us to answer on a future listener questions episode, please email us at retiringwell@brightworth.com.
Subscribe to the Retiring Well Connection!
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
In 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 CEO of their career to the CEO of their retirement
- How women can reinvent themselves over potentially multiple career starts and stops
- How women can still feel relevant as they transition from working to retirement
- And much more!
About our guest Jane Newton:
- jnewton@regentatlantic.com
- https://regentatlantic.com/team/jane-newton/
- http://wallstreetwomenforum.com/
Do you have questions about your retirement?
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 retiringwell@brightworth.com.
Subscribe to the Retiring Well Connection!
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
In 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 retiringwell@brightworth.com.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
CI 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 listener questions episode, please email us at retiringwell@brightworth.com.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
Please see below for information on our guest from today's episode:
- Brett Covert: https://www.brightworth.com/brett-covert
- Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-covert-j-d-cfp%C2%AE-4b5aa1123/
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
Retiring 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 retiringwell@brightworth.com.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
In 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 engagement in retirement
About our guest Stacy Hanley:
- shanley@ldfirm.law
- https://lefkoff-duncan.com/our-team/attorneys/stacy-w-hanley/
Do you have questions about your retirement?
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 retiringwell@brightworth.com.
Subscribe to the Retiring Well Connection!
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
In this podcast, host Charlie Jordan is joined by luxury travel agent Ginger Duvall 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 trip insurance and what should I cover?
- AirBnB vs Hotel/Resort?
About our guest Ginger Duvall:
- virginia@beckylambtravel.com
- https://www.gingerlytravel.com
Virginia Duval is an Independent Travel Consultant with a Virtuoso Travel Agency in Atlanta, GA. Her primary focus is creating bespoke itineraries tailored to a client’s individual desires for each trip. The goal is to make trip planning a more enjoyable and seamless experience with backup at all times both before and during travel. Virginia has a focus on pairing food and travel. She was fortunate to spend 7 amazing years in Bangkok with her family, During this time she traveled extensively throughout Asia, Australia, and Europe. She also formally fulfilled her life-long dream to study French Cuisine at Le Cordon Bleu Dusit. Clients are encouraged to incorporate cuisine with travel and other unique experiences that are often overlooked. Partnering with Virtuoso gives her client’s the advantage of VIP benefits at the majority of the finest hotels, cruise lines, and tours available throughout the world.
Do you have questions about your retirement?
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 retiringwell@brightworth.com.
Subscribe to the Retiring Well Connection!
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
Retiring 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 future listener questions episode, please email us at retiringwell@brightworth.com.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
CI 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 would like us to answer on a future listener questions episode, please email us at retiringwell@brightworth.com.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
Please see below for information on our guest from today's episode:
- Josh Monroe: https://www.brightworth.com/josh-monroe
- Connect with Josh on LinkedIn: https://www.linkedin.com/in/joshmonroe/
- Read Josh's recent article on Kiplinger: 4 Financial Steps to Care for Your Child with Special Needs
- I have a Financial Advisor. Is it time for my adult children to get one, too?
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
Divorce 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 before making that decision
- The differences between divorce over age 50 and under 50
- What a successful divorce process looks like in retirement
- How people can move forward from divorce in this stage of their lives.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
We will answer listener questions on a future episode of the show. If you have a question for us to tackle, please email us at retiringwell@brightworth.com.
Bios and contact information for today's guest can be found here:
- Heather Locus: https://www.bdfllc.com/about-bdf/your-bdf-team/heather-locus/
Click here to read Heather's Forbes article on Gray Divorce: Gray Divorce article on Forbes
Disclaimer: No representation is being made that any strategy shown will or is likely to achieve results similar to those shown in this presentation. BDF does not provide legal, tax, insurance, social security or accounting advice. Clients of BDF should obtain their own independent tax, insurance and legal advice based on their particular circumstances. The information herein is provided solely to educate on a variety of topics, including wealth planning, tax considerations, insurance, estate, gift and philanthropic planning. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Future performance of any investment or wealth management strategy, including those recommended by Balasa Dinverno Foltz LLC (BDF), may not be profitable, suitable for you, prove successful or equal historical indices. Historical indices do not reflect the deduction of transaction, custodial or investment management fees, which would diminish results. Any historical index performance figures are for comparison purposes only and client account holdings will not directly correspond to any such data. BDF clients must, in writing, advise BDF of personal, financial or investment objective changes and any restrictions desired on BDF’s services so that BDF may re-evaluate its previous recommendations and adjust its investment advisory services. BDF’s current written disclosure statement discussing advisory services and fees is available for review at www.BDFLLC.com or upon request.
Advisors 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 Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
We will answer listener questions on a future episode of the show. If you have a question for us to tackle, please email us at retiringwell@brightworth.com.
Bios and contact information for today's guests can be found here:
- Jim Ciprich: https://regentatlantic.com/team/james-j-ciprich/
- Melissa Weisz: https://regentatlantic.com/team/melissa-weisz/
In 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 the Retiring Well Connection, visit us at https://www.brightworth.com/retiringwell.
Matt 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: 1. Those retiring within the next year 2. Those who retired with the last year 3. 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
On 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!
An 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.
Many 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.
Second-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.
A 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.”