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Retiring Well with 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. If you are interested in learning more about Retiring Well, please email us at [email protected].

info_outline Finding your "Second Curve" with CEO Ray Padron 12/05/2022
info_outline When you are no longer called "Doctor": Identity struggles in retirement 11/17/2022
info_outline Women Retiring Well: High-Level Executive Women with Advisor Jane Newton 11/11/2022
info_outline Retirees: Do you need to go back to work because of this bear market? 10/20/2022
info_outline Listener Questions: High-dividend stocks, bucket list spending, inflation, and more 10/13/2022
info_outline Retiring Well Tips: The Retirement Grace Period 10/04/2022
info_outline Women Retiring Well: Estate Attorney Stacy Hanley 09/07/2022
info_outline The State of Luxury Travel in Retirement 08/27/2022
info_outline Retiring Well Tips: Should I stay or should I go? Making the decision to retire 08/10/2022
info_outline Listener Questions: Roth Conversions, I-Bonds, Grandchildren with Special Needs and More 07/27/2022
info_outline The Gray Divorce: What you need to know about divorce in retirement 06/30/2022
info_outline Continuing Care Retirement Communities: What You Need to Know 06/20/2022
info_outline Regret in Retirement 06/03/2022
info_outline Taxes in Retirement 03/18/2022
info_outline How to Retire Well - Our Framework 02/07/2022
info_outline Retiring Wellness 12/17/2021
info_outline Afraid to Spend in Retirement? You're Not Alone 11/19/2021
info_outline Facing Common Retirement Fears 10/23/2021
info_outline Taking the Off Ramp 09/17/2021
 
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