19 episodes
Retiring Well with Charlie Jordan Charlie Jordan
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- Business
Many people nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years. This podcast can help you “retire well" by reflecting on what matters most and then planning a life built around these goals and priorities.
If you are interested in learning more about Retiring Well, please email us at retiringwell@brightworth.com.
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Finding your "Second Curve" with CEO Ray Padron
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 retiringwell@brightworth.com.
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. -
When you are no longer called "Doctor": Identity struggles in retirement
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:
brett.miller@brightworth.com 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 retiringwell@brightworth.com.
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. -
Women Retiring Well: High-Level Executive Women with Advisor Jane Newton
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:
jnewton@regentatlantic.com 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 retiringwell@brightworth.com.
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. -
Retirees: Do you need to go back to work because of this bear market?
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 retiringwell@brightworth.com.
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. -
Listener Questions: High-dividend stocks, bucket list spending, inflation, and more
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 retiringwell@brightworth.com.
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: The Retirement Grace Period
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 retiringwell@brightworth.com.
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.