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Afraid to Spend in Retirement? You're Not Alone

Retiring Well with Charlie Jordan

Release Date: 07/29/2019

Taxes in Retirement (No, they don't go away) show art Taxes in Retirement (No, they don't go away)

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 

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The Retiring Well Framework show art The Retiring Well 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! 

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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.

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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.

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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.

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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.”

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More Episodes

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.