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Wealth Regeneration at Retirement

Planning for a Lifetime of Leadership
 E-Book
Sofort lieferbar | Lieferzeit:3-5 Tage I
ISBN-13:
9781118333402
Einband:
E-Book
Seiten:
192
Autor:
Kaycee Krysty
Serie:
Bloomberg Professional
eBook Typ:
PDF
eBook Format:
E-Book
Kopierschutz:
Adobe DRM [Hard-DRM]
Sprache:
Englisch
Beschreibung:

Inhaltsangabe

Acknowledgments xi

Foreword xiii

Introduction: Where to Begin? xvii

Could This Be You? xvii

Intense? Me? Really? Yes, You xviii

Now, It’s Your Turn xix

Standing on the Edge of the Cliff xx

PART I: REDEFINING RETIREMENT

CHAPTER 1 It’s All about You (Really It Is) 3

We versus Me 3

It’s Time for It to Be All about You 4

Real Life, Real Money 5

Wealth Regeneration, What’s That? 5

Old Money 5

New Wealth 6

The Principles 7

What’s Next? 7

You Have to Sleep at Night 7

Parting Thoughts 8

CHAPTER 2 The “R” Word 9

There Are Lots of Us 10

Now What? 10

The Hero’s Farewell 11

What about Me? 12

What We’ve Learned 13

Where Do You Fit? 14

Parting Thoughts 16

CHAPTER 3 The Grab Bag of Life 17

Change Has Impact 17

Managing Change 18

The New Rules 19

Parting Thoughts 23

CHAPTER 4 It’s Not Rocket Science 25

Strategic Planning 25

Change Management 26

Financial Forecasting 27

Risk Assessment 28

Building Teams 29

Holding People Accountable 30

Meaningful Work 30

You’ve Got This Wired 31

Parting Thoughts 31

CHAPTER 5 Leading in a New Way 33

What Is Generativity? 33

Generativity Is Leadership 34

Have It Your Way 35

It’s About Regeneration 36

Parting Thoughts 36

PART II: THE WEALTH REGENERATION DISCIPLINE

CHAPTER 6 The Concept of the Wheel 39

Circle to Wheel 40

Dealing with Change 42

What’s Next? 43

You Know How to Do This 43

Get It Rolling 44

A Kick in the . . . 45

Looking at What Happens 46

Profile: Tom Campion 47

CHAPTER 7 Know Where You Are 51

Defining Your Wealth 52

Lifestyle Analysis—How Much Is Enough? 58

How Sustainable Is Your Wealth? 60

Profile: Dick Pechter 61

Toolkit 63

CHAPTER 8 Know Who You Are 69

Recognizing the Crucible 69

Facing the Questions 70

Back to the Future 71

Seriously, Try This Now 71

And When You Have a Partner 71

Flow 73

So Enough Touchy-Feely Already? 74

Profile: Peter Nostrand 75

Toolkit 76

CHAPTER 9 Know Where You Want to Go 81

Embracing the Endgame 81

Getting Strategic 84

Your Purpose 85

Now for That Vision Thing 87

How Does It Look from the Top of the Mountain? 88

Profile: Bob Bunting 88

Tookit 90

CHAPTER 10 What to Do to Get There from Here 95

Keeping It Real 95

Begin at the Beginning 97

Purpose Is the Destination 97< Now 117

Profile: Steve Altmayer 117

CHAPTER 12 Legacy 119

There Are Challenges 120

What a Letter of Intent Looks Like 122

Seriously, This Isn’t That Hard 124

Legacy Is Generativity in Action 125

Profile: Beth Bazley 126

Toolkit 127

And in Conclusion 133

You Are in Charge 133

The Bare Essentials 133

That Being Said . . . 134

Pulling Yourself Up to the Top of the Mountain 135

Appendix 1: How to Choose a Wealth Advisor 137

Appendix 2: How to Vet a Personal Financial Forecast 145

Appendix 3: Cash Flow Management 149

Appendix 4: Wealth Regeneration Interview Format 153

Recommended Reading 155

About the Authors 157

Index 161

Foreword
Acknowledgments

Introduction: Where to Begin?

Could This Be You?

Intense? Me? Really? Yes, You...

Now, It's Your Turn

Standing on the Edge of the Cliff

Part I: Philosophy

Chapter 1: It's All about You (Really it is)

We versus Me

It's Time for It to Be All about You

Real Life, Real Money

Wealth Regeneration, What's That?

Old Money

New Wealth

The Principles

What's Next?

You Have To Sleep at Night

Parting Thoughts

Chapter 2: The "R" Word

There Are Lots of Us

Now What?

The Hero's Farewell

What about Me?

What We've Learned

Where Do You Fit?

Parting Thoughts

Chapter 3: The Grab Bag of Life

Change Has Impact

Managing Change

The New Rules

Chapter 4: It's Not Rocket Science

Strategic Planning

Change Management

Financial Forecasting

Risk Assessment

Building Teams

Holding People Accountable

Meaningful Work

You've Got This Wired

Parting Thoughts

Chapter 5: Leading in a New Way

What is Generativity?

Generativity is Leadership

Have It Your Way

It's About Regeneration

Parting Thoughts

Part II: The ReGenU Discipline

Chapter 6: The Concept of the Wheel

Circle to Wheel

Dealing with Change

What's Next?

You Know How to Do This

Get It Rolling

A Kick in the...

Looking at What Happens

Defining Your Wealth

Lifestyle Analysis--How Much Is Enough

How Sustainable is Your Wealth?

Worksheets

Chapter 8: Know Who You Are

Recognizing the Crucible

Facing the Questions

Back to the Future

Seriously, Try This Now

And When You Have a Partner

Flow

So Enough Touchy-Feely Already?

Worksheets

Chapter 9: Know Where You Want to Go

Embracing the Endgame

Getting Strategic

Your Purpose

Now for that Vision Thing

How Does it Look from the Top of the Mountain?

Worksheets

Chapter 10: What to Do to Get There From Here

Keeping it Real

Begin at the Beginning

Purpose Is the Destination

What's Non-Negotiable?

What's Just Ahead?

Then, Get Going

What to Do if You Still Don't Know What to Do

Finally, Let's Talk about Money

What If the Scenarios Suggest I'm Spending Too Much Money?

A Word about Investment Policy

You Can Do This

Worksheet

Chapter 11: Rolling It Forward

Have a System

The Quick Look Check-in

The Sit down

Now for the Deep Dive

Keeping the Plan

Where the Rubber Most Likely Meets the Road

The Big Picture

When Stuff Happens

What to Share with Your Advisor

The Time is Now

Chapter 12: Legacy

There Are Challenges

What a Letter of Intent Looks Like

Seriously, This Isn't That Hard

Legacy is Generativity in Action

Worksheets

And in Conclusion

You are in Charge

The Bare Essentials

That Being Said...

Pulling Yourself up to the Top of the Mountain

Wealth Regeneration Interview Format

Appendix 1: How to Choose a Wealth Advisor

Appendix 2: Cash Flow Management

Appendix 3: How to Vet a Personal Financial Forecast

Start with Good Data

Thoughtful and Realistic Assumptions

A Robust Financial Engine

Recommended Reading
Inhaltsangabe

Acknowledgments xi

Foreword xiii

Introduction: Where to Begin? xvii

Could This Be You? xvii

Intense? Me? Really? Yes, You xviii

Now, It’s Your Turn xix

Standing on the Edge of the Cliff xx

PART I: REDEFINING RETIREMENT

CHAPTER 1 It’s All about You (Really It Is) 3

We versus Me 3

It’s Time for It to Be All about You 4

Real Life, Real Money 5

Wealth Regeneration, What’s That? 5

Old Money 5

New Wealth 6

The Principles 7

What’s Next? 7

You Have to Sleep at Night 7

Parting Thoughts 8

CHAPTER 2 The “R” Word 9

There Are Lots of Us 10

Now What? 10

The Hero’s Farewell 11

What about Me? 12

What We’ve Learned 13

Where Do You Fit? 14

Parting Thoughts 16

CHAPTER 3 The Grab Bag of Life 17

Change Has Impact 17

Managing Change 18

The New Rules 19

Parting Thoughts 23

CHAPTER 4 It’s Not Rocket Science 25

Strategic Planning 25

Change Management 26

Financial Forecasting 27

Risk Assessment 28

Building Teams 29

Holding People Accountable 30

Meaningful Work 30

You’ve Got This Wired 31

Parting Thoughts 31

CHAPTER 5 Leading in a New Way 33

What Is Generativity? 33

Generativity Is Leadership 34

Have It Your Way 35

It’s About Regeneration 36

Parting Thoughts 36

PART II: THE WEALTH REGENERATION DISCIPLINE

CHAPTER 6 The Concept of the Wheel 39

Circle to Wheel 40

Dealing with Change 42

What’s Next? 43

You Know How to Do This 43

Get It Rolling 44

A Kick in the . . . 45

Looking at What Happens 46

Profile: Tom Campion 47

CHAPTER 7 Know Where You Are 51

Defining Your Wealth 52

Lifestyle Analysis—How Much Is Enough? 58

How Sustainable Is Your Wealth? 60

Profile: Dick Pechter 61

Toolkit 63

CHAPTER 8 Know Who You Are 69

Recognizing the Crucible 69

Facing the Questions 70

Back to the Future 71

Seriously, Try This Now 71

And When You Have a Partner 71

Flow 73

So Enough Touchy-Feely Already? 74

Profile: Peter Nostrand 75

Toolkit 76

CHAPTER 9 Know Where You Want to Go 81

Embracing the Endgame 81

Getting Strategic 84

Your Purpose 85

Now for That Vision Thing 87

How Does It Look from the Top of the Mountain? 88

Profile: Bob Bunting 88

Tookit 90

CHAPTER 10 What to Do to Get There from Here 95

Keeping It Real 95

Begin at the Beginning 97

Purpose Is the Destination 97< Now 117

Profile: Steve Altmayer 117

CHAPTER 12 Legacy 119

There Are Challenges 120

What a Letter of Intent Looks Like 122

Seriously, This Isn’t That Hard 124

Legacy Is Generativity in Action 125

Profile: Beth Bazley 126

Toolkit 127

And in Conclusion 133

You Are in Charge 133

The Bare Essentials 133

That Being Said . . . 134

Pulling Yourself Up to the Top of the Mountain 135

Appendix 1: How to Choose a Wealth Advisor 137

Appendix 2: How to Vet a Personal Financial Forecast 145

Appendix 3: Cash Flow Management 149

Appendix 4: Wealth Regeneration Interview Format 153

Recommended Reading 155

About the Authors 157

Index 161

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