cjordan's blog

Planning for Retirement: Your Ideal Week

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.

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Planning for Retirement: Retirement Observations

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.

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Money, Contentment and Retirement . . . Oh My!

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. 

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Elements of Retirement: Aging

 

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.

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The Retiring Well Book Club: The Psychology of Money by Morgan Housel

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.

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Elements of Retirement: Leisure

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?

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Two Sides of Money

One of the primary comments of the Retiring Well philosophy is there are two sides to money. What are the two sides of money and how do they affect our financial decision- making?

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Widows with wealth: Managing money after losing a spouse

There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...

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Retiring Well Book Recommendation: Atomic Habits by James Clear

Most productivity books you have read probably centered around your work life. Read Atomic Habits and think about your elements of retirement and the multiple phases of retirement. What bad habits will you need to break and what good habits will you need to create?

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The Five Phases of Retirement

Between the ages of 50 and 70, most people experience a significant amount of life change. Transitions are a natural and regular occurrence in our lives. They represent a shift from what was to what is. While normal, they still contribute to a significant amount of the stress in our lives, both positive and negative. Change can create friction in our comfort, our relationships, and our identity. It can also represent great opportunity and growth.

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