Wealth Regeneration at Retirement – Planning for a Lifetime of Leadership

<p>Acknowledgments xi</p>
<p>Foreword xiii</p>
<p>Introduction: Where to Begin? xvii</p>
<p>Could This Be You? xvii</p>
<p>Intense? Me? Really? Yes, You xviii</p>
<p>Now, It s Your Turn xix</p>
<p>Standing on the Edge of the Cliff xx</p>
<p>PART I: REDEFINING RETIREMENT</p>
<p>CHAPTER 1 It s All about You (Really It Is) 3</p>
<p>We versus Me 3</p>
<p>It s Time for It to Be All about You 4</p>
<p>Real Life, Real Money 5</p>
<p>Wealth Regeneration, What s That? 5</p>
<p>Old Money 5</p>
<p>New Wealth 6</p>
<p>The Principles 7</p>
<p>What s Next? 7</p>
<p>You Have to Sleep at Night 7</p>
<p>Parting Thoughts 8</p>
<p>CHAPTER 2 The R Word 9</p>
<p>There Are Lots of Us 10</p>
<p>Now What? 10</p>
<p>The Hero s Farewell 11</p>
<p>What about Me? 12</p>
<p>What We ve Learned 13</p>
<p>Where Do You Fit? 14</p>
<p>Parting Thoughts 16</p>
<p>CHAPTER 3 The Grab Bag of Life 17</p>
<p>Change Has Impact 17</p>
<p>Managing Change 18</p>
<p>The New Rules 19</p>
<p>Parting Thoughts 23</p>
<p>CHAPTER 4 It s Not Rocket Science 25</p>
<p>Strategic Planning 25</p>
<p>Change Management 26</p>
<p>Financial Forecasting 27</p>
<p>Risk Assessment 28</p>
<p>Building Teams 29</p>
<p>Holding People Accountable 30</p>
<p>Meaningful Work 30</p>
<p>You ve Got This Wired 31</p>
<p>Parting Thoughts 31</p>
<p>CHAPTER 5 Leading in a New Way 33</p>
<p>What Is Generativity? 33</p>
<p>Generativity Is Leadership 34</p>
<p>Have It Your Way 35</p>
<p>It s About Regeneration 36</p>
<p>Parting Thoughts 36</p>
<p>PART II: THE WEALTH REGENERATION DISCIPLINE</p>
<p>CHAPTER 6 The Concept of the Wheel 39</p>
<p>Circle to Wheel 40</p>
<p>Dealing with Change 42</p>
<p>What s Next? 43</p>
<p>You Know How to Do This 43</p>
<p>Get It Rolling 44</p>
<p>A Kick in the . . . 45</p>
<p>Looking at What Happens 46</p>
<p>Profile: Tom Campion 47</p>
<p>CHAPTER 7 Know Where You Are 51</p>
<p>Defining Your Wealth 52</p>
<p>Lifestyle Analysis How Much Is Enough? 58</p>
<p>How Sustainable Is Your Wealth? 60</p>
<p>Profile: Dick Pechter 61</p>
<p>Toolkit 63</p>
<p>CHAPTER 8 Know Who You Are 69</p>
<p>Recognizing the Crucible 69</p>
<p>Facing the Questions 70</p>
<p>Back to the Future 71</p>
<p>Seriously, Try This Now 71</p>
<p>And When You Have a Partner 71</p>
<p>Flow 73</p>
<p>So Enough Touchy–Feely Already? 74</p>
<p>Profile: Peter Nostrand 75</p>
<p>Toolkit 76</p>
<p>CHAPTER 9 Know Where You Want to Go 81</p>
<p>Embracing the Endgame 81</p>
<p>Getting Strategic 84</p>
<p>Your Purpose 85</p>
<p>Now for That Vision Thing 87</p>
<p>How Does It Look from the Top of the Mountain? 88</p>
<p>Profile: Bob Bunting 88</p>
<p>Tookit 90</p>
<p>CHAPTER 10 What to Do to Get There from Here 95</p>
<p>Keeping It Real 95</p>
<p>Begin at the Beginning 97</p>
<p>Purpose Is the Destination 97</p>
<p>What s Nonnegotiable? 97</p>
<p>What s Just Ahead? 99</p>
<p>Then, Get Going 99</p>
<p>What to Do If You Still Don t Know What to Do 100</p>
<p>Finally, Let s Talk about Money 101</p>
<p>What If the Scenarios Suggest I m Spending Too Much Money? 102</p>
<p>A Word about Investment Policy 103</p>
<p>You Can Do This 103</p>
<p>Profile: Julie Weston and Gerry Morrison 104</p>
<p>Toolkit 105</p>
<p>CHAPTER 11 Rolling It Forward 109</p>
<p>Have a System 109</p>
<p>The Quick Look Check–In 111</p>
<p>The Sit–Down 111</p>
<p>Now for the Deep Dive 112</p>
<p>Keeping the Plan 114</p>
<p>Where the Rubber Most Likely Meets the Road 115</p>
<p>The Big Picture 115</p>
<p>When Stuff Happens 116</p>
<p>What to Share with Your Advisor 117</p>
<p>The Time Is Now 117</p>
<p>Profile: Steve Altmayer 117</p>
<p>CHAPTER 12 Legacy 119</p>
<p>There Are Challenges 120</p>
<p>What a Letter of Intent Looks Like 122</p>
<p>Seriously, This Isn t That Hard 124</p>
<p>Legacy Is Generativity in Action 125</p>
<p>Profile: Beth Bazley 126</p>
<p>Toolkit 127</p>
<p>And in Conclusion 133</p>
<p>You Are in Charge 133</p>
<p>The Bare Essentials 133</p>
<p>That Being Said . . . 134</p>
<p>Pulling Yourself Up to the Top of the Mountain 135</p>
<p>Appendix 1: How to Choose a Wealth Advisor 137</p>
<p>Appendix 2: How to Vet a Personal Financial Forecast 145</p>
<p>Appendix 3: Cash Flow Management 149</p>
<p>Appendix 4: Wealth Regeneration Interview Format 153</p>
<p>Recommended Reading 155</p>
<p>About the Authors 157</p>
<p>Index 161</p>