cjordan's blog

In this video Charlie Jordan previews pending tax legislation in Congress and how it could impact your retirement.

Caregiving is a responsibility that, while difficult, most take on willingly in support of the ones that they love. It is also often a major disruption to life and financial plans. This book addresses how to make that transition if called upon suddenly and offers guidance for making prudent plans in anticipation of future needs.

A small shift in mindset can bring a higher level of life satisfaction, prioritization, and reduced anxiety around your retirement cash flow.

Health is one of the foundational elements to life satisfaction in retirement. It not only determines how long we live, but it can also have a direct effect on our quality of life along the way.

Through observing successful retirees, you find they put just as much thought and preparation into how they’ll spend their time as they have into how they’ll spend their money. Time, along with money, are resources we should use to improve the elements of our lives and are the foundations of planning for retirement.

Rounding out our Retiring Well framework is Planning for Retirement. We start with an exercise using the power of observation to help build your vision for life in retirement.

If it weren’t abundantly clear by now that money decisions are primarily psychological and emotional ones, the last 13 months have driven this point home. The technical and tactical remain highly important. But just a simple glance at the articles, blogs, and even books revolving around the financial space indicate that people want to know how to gain meaning, purpose, and satisfaction in life. 

For centuries, human beings have fought against the reality of life: that we are aging and will eventually die. Entire industries are devoted to extending and improving our lifespan and even our mindset regarding getting older. The area of aging and its implications are a central theme throughout the other Elements of Retirement.

In the spirit of friendship, personal growth, and community, we are excited to launch the Retiring Well Book Club. Each quarter, we will feature a book recommendation and a short executive summary. The book for this quarter is The Psychology of Money: Timeless lesson on wealth, greed and happiness by Morgan Housel.

We take a deeper dive into the Element of Leisure. How can you use your wealth to bring greater satisfaction to this area of retirement life?