By Charlie Jordan
5
2424 ratings
The podcast currently has 19 episodes available.
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:
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:
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:
About our guest Jane Newton:
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:
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:
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:
About our guest Stacy 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:
About our guest Ginger Duval:
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:
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:
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:
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.
The podcast currently has 19 episodes available.