Finding your "Second Curve" with CEO Ray Padron
Retiring Well with Charlie Jordan
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: 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...
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When you are no longer called "Doctor": Identity struggles in retirement
Retiring Well with Charlie Jordan
Wealth Advisor and fellow CI Private Wealth partner joins host 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.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 . Subscribe to the Retiring Well Connection! To subscribe...
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Women Retiring Well: High-Level Executive Women with Advisor Jane Newton
Retiring Well with Charlie Jordan
In the latest episode of our Women Retiring Well series, Wealth Advisor and fellow CI Private Wealth partner joins host 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 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...
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Retirees: Do you need to go back to work because of this bear market?
Retiring Well with Charlie Jordan
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 . 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 . The information contained in this podcast is general in nature....
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Listener Questions: High-dividend stocks, bucket list spending, inflation, and more
Retiring Well with Charlie Jordan
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 . To subscribe to our monthly email newsletter, The...
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Retiring Well Tips: The Retirement Grace Period
Retiring Well with Charlie Jordan
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 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 . To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement...
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Women Retiring Well: Estate Attorney Stacy Hanley
Retiring Well with Charlie Jordan
In this new series called Women Retiring Well, host is joined by estate attorney 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: Do you have questions about your retirement? If you have a...
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The State of Luxury Travel in Retirement
Retiring Well with Charlie Jordan
In this podcast, host is joined by luxury travel agent to discuss the luxury travel market for retirees. Leisure is one of our 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 Duval: Virginia Duval is an Independent Travel Consultant with a...
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Retiring Well Tips: Should I stay or should I go? Making the decision to retire
Retiring Well with Charlie Jordan
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 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 . To subscribe to our monthly email newsletter, The...
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Listener Questions: Roth Conversions, I-Bonds, Grandchildren with Special Needs and More
Retiring Well with Charlie Jordan
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 . To subscribe to our...
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