cjordan's blog

Elements of Retirement: Work

An increasing number of Baby Boomers are looking to work at some level in retirement. In this overview of one of our key Elements of Retirement, we discuss different ways work can be a part of your retirement journey.

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The Biden Tax Plan and Your Retirement

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

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Retiring Well Book Club: The Sudden Caregiver: A Roadmap for Resilient Caregiving by Karen Warner Schueler

Caregiving is a responsibility that, while difficult, most take on willingly out of support for the ones 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.

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Planning for Retirement: Using vs. Spending Wealth

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

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Elements of Retirement: Health

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.

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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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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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