Freshly Printed - allow 7 days lead
Couldn't load pickup availability
Wealth Regeneration at Retirement
Planning for a Lifetime of Leadership
Kaycee Krysty (Author), Robert Moser (Author), James E. Hughes, Jr. (Foreword by)
9781118276563, Wiley
Hardback, published 5 October 2012
192 pages
23.6 x 16.3 x 1.9 cm, 0.399 kg
Tailoring retirement for successful business leaders Traditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no “one size fits all” answer. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative – one that acts more like a GPS. The authors, Kaycee Krysty and Bob Moser, leaders of the highly regarded Seattle-based wealth management firm, Laird Norton Tyee, use a proprietary discipline, Wealth Regeneration®, to calculate the route to retirement and beyond for those at the top. The authors challenge successful boomers to redefine retirement on their own terms. They outline a process to create a sustainable plan to achieve retirement objectives. Their years of experience in counseling CEO’s and business founders through transitions is reflected throughout. For many successful boomers, the answer to the prospect of retirement has been, “I’d rather not.” Yet change is inevitable. Wealth Regeneration at Retirement provides a thoughtful and thorough way for leaders to move onward. Describing Wealth Regeneration in a digestible, actionable format, the book provides the framework, tools, and techniques that successful baby boomers and their advisors need to incorporate this innovative approach for a lifetime of leadership and legacy. Packed with learning aids, including graphics, diagrams, worksheets and exercises, the book helps readers build a unique life plan that is about more than simply retirement. The book includes: Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership is artfully illustrated and filled with practical advice for wealthy baby boomers and the financial advisors they rely on. It explains exactly how to build a personalized and sustainable plan for retirement no matter where life may lead.
Acknowledgments xi Foreword xiii Introduction: Where to Begin? xvii Could This Be You? xvii Intense? Me? Really? Yes, You xviii Now, It’s Your Turn xix Standing on the Edge of the Cliff xx PART I: REDEFINING RETIREMENT CHAPTER 1 It’s All about You (Really It Is) 3 We versus Me 3 It’s Time for It to Be All about You 4 Real Life, Real Money 5 Wealth Regeneration, What’s That? 5 Old Money 5 New Wealth 6 The Principles 7 What’s Next? 7 You Have to Sleep at Night 7 Parting Thoughts 8 CHAPTER 2 The “R” Word 9 There Are Lots of Us 10 Now What? 10 The Hero’s Farewell 11 What about Me? 12 What We’ve Learned 13 Where Do You Fit? 14 Parting Thoughts 16 CHAPTER 3 The Grab Bag of Life 17 Change Has Impact 17 Managing Change 18 The New Rules 19 Parting Thoughts 23 CHAPTER 4 It’s Not Rocket Science 25 Strategic Planning 25 Change Management 26 Financial Forecasting 27 Risk Assessment 28 Building Teams 29 Holding People Accountable 30 Meaningful Work 30 You’ve Got This Wired 31 Parting Thoughts 31 CHAPTER 5 Leading in a New Way 33 What Is Generativity? 33 Generativity Is Leadership 34 Have It Your Way 35 It’s About Regeneration 36 Parting Thoughts 36 PART II: THE WEALTH REGENERATION DISCIPLINE CHAPTER 6 The Concept of the Wheel 39 Circle to Wheel 40 Dealing with Change 42 What’s Next? 43 You Know How to Do This 43 Get It Rolling 44 A Kick in the . . . 45 Looking at What Happens 46 Profile: Tom Campion 47 CHAPTER 7 Know Where You Are 51 Defining Your Wealth 52 Lifestyle Analysis—How Much Is Enough? 58 How Sustainable Is Your Wealth? 60 Profile: Dick Pechter 61 Toolkit 63 CHAPTER 8 Know Who You Are 69 Recognizing the Crucible 69 Facing the Questions 70 Back to the Future 71 Seriously, Try This Now 71 And When You Have a Partner 71 Flow 73 So Enough Touchy-Feely Already? 74 Profile: Peter Nostrand 75 Toolkit 76 CHAPTER 9 Know Where You Want to Go 81 Embracing the Endgame 81 Getting Strategic 84 Your Purpose 85 Now for That Vision Thing 87 How Does It Look from the Top of the Mountain? 88 Profile: Bob Bunting 88 Tookit 90 CHAPTER 10 What to Do to Get There from Here 95 Keeping It Real 95 Begin at the Beginning 97 Purpose Is the Destination 97 What’s Nonnegotiable? 97 What’s Just Ahead? 99 Then, Get Going 99 What to Do If You Still Don’t Know What to Do 100 Finally, Let’s Talk about Money 101 What If the Scenarios Suggest I’m Spending Too Much Money? 102 A Word about Investment Policy 103 You Can Do This 103 Profile: Julie Weston and Gerry Morrison 104 Toolkit 105 CHAPTER 11 Rolling It Forward 109 Have a System 109 The Quick Look Check-In 111 The Sit-Down 111 Now for the Deep Dive 112 Keeping the Plan 114 Where the Rubber Most Likely Meets the Road 115 The Big Picture 115 When Stuff Happens 116 What to Share with Your Advisor 117 The Time Is Now 117 Profile: Steve Altmayer 117 CHAPTER 12 Legacy 119 There Are Challenges 120 What a Letter of Intent Looks Like 122 Seriously, This Isn’t That Hard 124 Legacy Is Generativity in Action 125 Profile: Beth Bazley 126 Toolkit 127 And in Conclusion 133 You Are in Charge 133 The Bare Essentials 133 That Being Said . . . 134 Pulling Yourself Up to the Top of the Mountain 135 Appendix 1: How to Choose a Wealth Advisor 137 Appendix 2: How to Vet a Personal Financial Forecast 145 Appendix 3: Cash Flow Management 149 Appendix 4: Wealth Regeneration Interview Format 153 Recommended Reading 155 About the Authors 157 Index 161
Subject Areas: Finance & accounting [KF]
