Retiring Well with Charlie Jordan

It's the latest episode of The Retiring Well Book Club! Using a review of Arthur Brooks' new book From Strength to Strength as a catalyst, CI Brightworth CEO Ray Padron shares his wisdom and personal reflections as he contemplates the "Second Curve" of his career.

To order the book on Amazon: From Strength to Strength by Arthur Brooks

About our guest Ray Padron:

• https://www.linkedin.com/in/rayvpadron/
• https://www.brightworth.com/ray-padron

Do you have questions about your retirement?

If you have a question about your personal situation or one that you would like us to answer on a future listener questions episode, please email us at [email protected].

Subscribe to the Retiring Well Connection!

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

Wealth Advisor and fellow CI Private Wealth partner Brett Miller joins host Charlie Jordan to discuss the identity struggles that many retirees, especially professions of public prominence such as doctors and dentists, experience as they journey into retirement.

About our guest Brett Miller:

• [email protected]
• https://www.brightworth.com/brett-miller
• https://www.coffeewithbrett.com/

Do you have questions about your retirement?

If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at [email protected].

Subscribe to the Retiring Well Connection!

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

In the latest episode of our Women Retiring Well series, Wealth Advisor and fellow CI Private Wealth partner Jane Newton joins host Charlie Jordan to discuss the unique challenges and opportunities of the high-level executive woman as she contemplates and enters retirement.

We cover many topics, including:

• Insights gained over Jane's career on Wall Street and the advisory industry
• How Jane launched the Wall Street Women Forum in 2010 and its impact since
• How women can move from the CEO of their career to the CEO of their retirement
• How women can reinvent themselves over potentially multiple career starts and stops
• How women can still feel relevant as they transition from working to retirement
• And much more!

About our guest Jane Newton:

• [email protected]
• https://regentatlantic.com/team/jane-newton/
• http://wallstreetwomenforum.com/

Do you have questions about your retirement?

If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at [email protected].

Subscribe to the Retiring Well Connection!

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

In this episode, host Charlie Jordan is joined by fellow CI Private Wealth advisor & partner Chase Mouchet to discuss the current bear market and how retirees can manage the financial and personal impacts.

If you have a question about your personal situation or would like us to answer on a future listener questions episode, please email us at [email protected].

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

CI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:

• High dividend-paying stocks for retirement income (1:25)
• Bucket list high spending early in retirement (5:44)
• Inflation and portfolio allocations in retirement (14:20)
• What is a QCD? (20:12)
• If you have a lump sum of cash, is now a good time to invest? (27:50)

If you have a question that you would like us to answer on a future listener questions episode, please email us at [email protected].

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 https://www.brightworth.com/retiringwell.

Please see below for information on our guest from today's episode:

• Brett Covert: https://www.brightworth.com/brett-covert
• Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-covert-j-d-cfp%C2%AE-4b5aa1123/

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

Retiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is The Retirement Grace Period. In this podcast, host Charlie Jordan discusses two areas that new retirees will have to give themselves grace in the retirement transition: Spending and Time.

If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at [email protected].

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

In this new series called Women Retiring Well, host Charlie Jordan is joined by estate attorney Stacy Hanley to discuss how women can take control of their retirement and thrive.

We cover a number of topics, including:

• Defining retirement for women
• How women can engage in the retirement and money conversation
• How to ensure women have the right advisory team
• Stacy's process to help with Dream, Design & Build for their retirement years
• The role men play in supporting women's engagement in retirement

About our guest Stacy Hanley:

• [email protected]
• https://lefkoff-duncan.com/our-team/attorneys/stacy-w-hanley/

Do you have questions about your retirement?

If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at [email protected].

Subscribe to the Retiring Well Connection!

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

In this podcast, host Charlie Jordan is joined by luxury travel agent Ginger Duval to discuss the luxury travel market for retirees.

Leisure is one of our 10 Elements of Retirement and travel is the most expressed goal for retirement by most people. In this episode, we discuss:

• What it's like to travel overseas currently
• Tips for pulling off multi-generational "The Big Family Trip"
• The impact of inflation on travel
• How safe is it to travel?
• Who needs a travel agent?
• Do I need trip insurance and what should I cover?
• AirBnB vs Hotel/Resort?

About our guest Ginger Duval:

• [email protected]
• https://www.gingerlytravel.com

Virginia Duval is an Independent Travel Consultant with a Virtuoso Travel Agency in Atlanta, GA. Her primary focus is creating bespoke itineraries tailored to a client's individual desires for each trip. The goal is to make trip planning a more enjoyable and seamless experience with backup at all times both before and during travel. Virginia has a focus on pairing food and travel. She was fortunate to spend 7 amazing years in Bangkok with her family, During this time she traveled extensively throughout Asia, Australia, and Europe. She also formally fulfilled her life-long dream to study French Cuisine at Le Cordon Bleu Dusit. Clients are encouraged to incorporate cuisine with travel and other unique experiences that are often overlooked. Partnering with Virtuoso gives her client's the advantage of VIP benefits at the majority of the finest hotels, cruise lines, and tours available throughout the world.

Do you have questions about your retirement?

If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at [email protected].

Subscribe to the Retiring Well Connection!

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

Retiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is Should I stay or should I go? Making the decision to retire. In this podcast, host Charlie Jordan discusses three steps for helping people make this decision:

1. Know your numbers.
2. Focus on more than just the money.
3. Take a hard look at how you will spend your time/Take the off-ramp.

If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at [email protected].

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 https://www.brightworth.com/retiringwell.

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.

CI Brightworth Private Wealth Advisor Josh Monroe joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:

• Roth IRA conversions (01:35)
• Using Health Savings Accounts in retirement (08:11)
• Moving to be closer to family in retirement (11:19)
• Delaying or starting Social Security benefits (17:40)
• I-bonds: what are they and should I have them? (23:09)
• Supporting grandchildren with special needs (28:24)

If you have a question that you would like us to answer on a future listener questions episode, please email us at [email protected].

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 https://www.brightworth.com/retiringwell.

Please see below for information on our guest from today's episode:

• Josh Monroe: https://www.brightworth.com/josh-monroe
• Connect with Josh on LinkedIn: https://www.linkedin.com/in/joshmonroe/
• Read Josh's recent article on Kiplinger: 4 Financial Steps to Care for Your Child with Special Needs
• I have a Financial Advisor. Is it time for my adult children to get one, too?

The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.