Krysty / Moser Wealth Regeneration at Retirement

Planning for a Lifetime of Leadership
1. Auflage 2012
ISBN: 978-1-118-33057-9
Verlag: John Wiley & Sons
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 166 Seiten, E-Book

Reihe: Bloomberg Professional

Tailoring retirement for successful business leaders
Traditional retirement planning fails to meet the needs ofwealthy baby boomers, particularly those who are business leaders.There is no "one size fits all" answer.
Wealth Regeneration at Retirement: Planning for a Lifetime ofLeadership presents an alternative - one that acts morelike a GPS. The authors, Kaycee Krysty and Bob Moser,leaders of the highly regarded Seattle-based wealth managementfirm, Laird Norton Tyee, use a proprietary discipline, WealthRegeneration®, to calculate the route to retirement and beyondfor those at the top.
The authors challenge successful boomers to redefine retirementon their own terms. They outline a process to create a sustainableplan to achieve retirement objectives. Their years of experience incounseling CEO's and business founders through transitions isreflected throughout. For many successful boomers, the answerto the prospect of retirement has been, "I'd rathernot." Yet change is inevitable. Wealth Regeneration atRetirement provides a thoughtful and thorough way for leadersto move onward.
Describing Wealth Regeneration in a digestible, actionableformat, the book provides the framework, tools, and techniques thatsuccessful baby boomers and their advisors need to incorporate thisinnovative approach for a lifetime of leadership and legacy. Packedwith learning aids, including graphics, diagrams, worksheets andexercises, the book helps readers build a unique life plan that isabout more than simply retirement.
The book includes:
* A proprietary approach to retirement planning that changesseamlessly when times and circumstances change
* A four component methodology - Where You Are; WhatYou Want; What to Do; and Make it Happen - to ensurecontinuous feedback, accountability, and measurement of lifetimegoals
* Retirement planning expertise from wealth management firm LairdNorton Tyee
Wealth Regeneration at Retirement: Planning for a Lifetime ofLeadership is artfully illustrated and filled with practicaladvice for wealthy baby boomers and the financial advisors theyrely on. It explains exactly how to build apersonalized and sustainable plan for retirement no matter wherelife may lead.

Autoren/Hrsg.

Krysty, Kaycee

Moser, Robert

Weitere Mitwirkende

Hughes, Jay

Inhaltsverzeichnis

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

Über Autor(innen)

KAYCEE KRYSTY, CPA, CFP, recently transitioned from chiefexecutive officer to President Emerita of Laird Norton Tyee. Anaccomplished writer and speaker, Kaycee speaks frequently onmatters of personal legacy and the business of the family. She wasa founding board member of Washington Women in Tax and a foundingmember of the WSCPA Personal Financial Planning Committee, and isthe former chair of the AICPA Personal Financial Planning Division.She has more than thirty years of experience in financialplanning.
ROBERT MOSER is President and Chief Executive Officer ofLaird Norton Tyee. Bob has more than twenty-five years of privatewealth management, financial services, and business managementexperience. Before joining Laird Norton Tyee, Bob was a seniorexecutive at SunTrust Banks, Inc., where he worked for nineteenyears. He has also served as a consultant to several privatefoundations in the areas of governance and strategic planning.