Buch, Englisch, 165 Seiten, Format (B × H): 160 mm x 231 mm, Gewicht: 386 g
Reihe: Bloomberg Professional
Planning for a Lifetime of Leadership
Buch, Englisch, 165 Seiten, Format (B × H): 160 mm x 231 mm, Gewicht: 386 g
Reihe: Bloomberg Professional
ISBN: 978-1-118-27656-3
Verlag: Wiley
Tailoring retirement for successful business leaders
Traditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no "one size fits all" answer.
Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative - one that acts more like a GPS. The authors, Kaycee Krysty and Bob Moser, leaders of the highly regarded Seattle-based wealth management firm, Laird Norton Tyee, use a proprietary discipline, Wealth Regeneration(r), to calculate the route to retirement and beyond for those at the top.
The authors challenge successful boomers to redefine retirement on their own terms. They outline a process to create a sustainable plan to achieve retirement objectives. Their years of experience in counseling CEO's and business founders through transitions is reflected throughout. For many successful boomers, the answer to the prospect of retirement has been, "I'd rather not." Yet change is inevitable. Wealth Regeneration at Retirement provides a thoughtful and thorough way for leaders to move onward.
Describing Wealth Regeneration in a digestible, actionable format, the book provides the framework, tools, and techniques that successful baby boomers and their advisors need to incorporate this innovative approach for a lifetime of leadership and legacy. Packed with learning aids, including graphics, diagrams, worksheets and exercises, the book helps readers build a unique life plan that is about more than simply retirement.
The book includes:
* A proprietary approach to retirement planning that changes seamlessly when times and circumstances change
* A four component methodology - Where You Are; What You Want; What to Do; and Make it Happen - to ensure continuous feedback, accountability, and measurement of lifetime goals
* Retirement planning expertise from wealth management firm Laird Norton Tyee
Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership is artfully illustrated and filled with practical advice for wealthy baby boomers and the financial advisors they rely on. It explains exactly how to build a personalized and sustainable plan for retirement no matter where life may lead.
Fachgebiete
Weitere Infos & Material
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
