loader from loading.io

Taking the Off Ramp

Retiring Well with Charlie Jordan

Release Date: 09/17/2021

Continuing Care Retirement Communities:  What You Need to Know show art Continuing Care Retirement Communities: What You Need to Know

Retiring Well with Charlie Jordan

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...

info_outline
Regret in Retirement show art Regret in Retirement

Retiring Well with Charlie Jordan

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 .

info_outline
Taxes in Retirement show art Taxes in Retirement

Retiring Well with Charlie Jordan

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:  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 

info_outline
How to Retire Well - Our Framework show art How to Retire Well - Our Framework

Retiring Well with Charlie Jordan

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! 

info_outline
Retiring Wellness show art Retiring Wellness

Retiring Well with Charlie Jordan

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.

info_outline
Afraid to Spend in Retirement? You're Not Alone show art Afraid to Spend in Retirement? You're Not Alone

Retiring Well with Charlie Jordan

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.

info_outline
Facing Common Retirement Fears show art Facing Common Retirement Fears

Retiring Well with Charlie Jordan

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.

info_outline
Taking the Off Ramp show art Taking the Off Ramp

Retiring Well with Charlie Jordan

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.”

info_outline
 
More Episodes
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.”