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

Continuing Care Retirement Communities: What You Need to Know 06/20/2022

Continuing Care Retirement Communities: What You Need to Know 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 . 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 . Bios and contact information for today's guests can be found here: Jim Ciprich: Melissa Weisz: /episode/index/show/retiringwell/id/23482802

Regret in Retirement 06/03/2022

Regret in Retirement 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 . /episode/index/show/retiringwell/id/23279750

Taxes in Retirement 03/18/2022

Taxes in Retirement 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 /episode/index/show/retiringwell/id/23226314

How to Retire Well - Our Framework 02/07/2022

How to Retire Well - Our Framework 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! /episode/index/show/retiringwell/id/22052489

Retiring Wellness 12/17/2021

Retiring Wellness 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. /episode/index/show/retiringwell/id/10742132

Afraid to Spend in Retirement? You're Not Alone 11/19/2021

Afraid to Spend in Retirement? You're Not Alone 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. /episode/index/show/retiringwell/id/10697402

Facing Common Retirement Fears 10/23/2021

Facing Common Retirement Fears 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. /episode/index/show/retiringwell/id/10564064

Taking the Off Ramp 09/17/2021

Taking the Off Ramp 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.” /episode/index/show/retiringwell/id/10415423

Retiring Well with Charlie Jordan

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