Wealth Regeneration at Retirement (eBook)

Planning for a Lifetime of Leadership

Kaycee Krysty, Robert Moser (Autoren)

eBook Download: EPUB

2012
John Wiley & Sons (Verlag)
978-1-118-33057-9 (ISBN)

Infos

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: A proprietary approach to retirement planning that changes seamlessly when times and circumstances change A four component methodology - Where You Are; What You Want; What to Do; and Make it Happen to ensure continuous feedback, accountability, and measurement of lifetime goals Retirement planning expertise from wealth management firm Laird Norton Tyee 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.

Autor

KAYCEE KRYSTY, CPA, CFP, recently transitioned from chief executive officer to President Emerita of Laird Norton Tyee. An accomplished writer and speaker, Kaycee speaks frequently on matters of personal legacy and the business of the family. She was a founding board member of Washington Women in Tax and a founding member of the WSCPA Personal Financial Planning Committee, and is the former chair of the AICPA Personal Financial Planning Division. She has more than thirty years of experience in financial planning. ROBERT MOSER is President and Chief Executive Officer of Laird Norton Tyee. Bob has more than twenty-five years of private wealth management, financial services, and business management experience. Before joining Laird Norton Tyee, Bob was a senior executive at SunTrust Banks, Inc., where he worked for nineteen years. He has also served as a consultant to several private foundations in the areas of governance and strategic planning.

Inhalt

Foreword

Acknowledgments

Introduction: Where to Begin?

Could This Be You?

Intense? Me? Really? Yes, You...

Now, It's Your Turn

Standing on the Edge of the Cliff

Part I: Philosophy

Chapter 1: It's All about You (Really it is)

We versus Me

It's Time for It to Be All about You

Real Life, Real Money

Wealth Regeneration, What's That?

Old Money

New Wealth

The Principles

What's Next?

You Have To Sleep at Night

Parting Thoughts

Chapter 2: The "R" Word

There Are Lots of Us

Now What?

The Hero's Farewell

What about Me?

What We've Learned

Where Do You Fit?

Parting Thoughts

Chapter 3: The Grab Bag of Life

Change Has Impact

Managing Change

The New Rules

Chapter 4: It's Not Rocket Science

Strategic Planning

Change Management

Financial Forecasting

Risk Assessment

Building Teams

Holding People Accountable

Meaningful Work

You've Got This Wired

Parting Thoughts

Chapter 5: Leading in a New Way

What is Generativity?

Generativity is Leadership

Have It Your Way

It's About Regeneration

Parting Thoughts

Part II: The ReGenU Discipline

Chapter 6: The Concept of the Wheel

Circle to Wheel

Dealing with Change

What's Next?

You Know How to Do This

Get It Rolling

A Kick in the...

Looking at What Happens

Defining Your Wealth

Lifestyle Analysis--How Much Is Enough

How Sustainable is Your Wealth?

Worksheets

Chapter 8: Know Who You Are

Recognizing the Crucible

Facing the Questions

Back to the Future

Seriously, Try This Now

And When You Have a Partner

Flow

So Enough Touchy-Feely Already?

Worksheets

Chapter 9: Know Where You Want to Go

Embracing the Endgame

Getting Strategic

Your Purpose

Now for that Vision Thing

How Does it Look from the Top of the Mountain?

Worksheets

Chapter 10: What to Do to Get There From Here

Keeping it Real

Begin at the Beginning

Purpose Is the Destination

What's Non-Negotiable?

What's Just Ahead?

Then, Get Going

What to Do if You Still Don't Know What to Do

Finally, Let's Talk about Money

What If the Scenarios Suggest I'm Spending Too Much Money?

A Word about Investment Policy

You Can Do This

Worksheet

Chapter 11: Rolling It Forward

Have a System

The Quick Look Check-in

The Sit down

Now for the Deep Dive

Keeping the Plan

Where the Rubber Most Likely Meets the Road

The Big Picture

When Stuff Happens

What to Share with Your Advisor

The Time is Now

Chapter 12: Legacy

There Are Challenges

What a Letter of Intent Looks Like

Seriously, This Isn't That Hard

Legacy is Generativity in Action

Worksheets

And in Conclusion

You are in Charge

The Bare Essentials

That Being Said...

Pulling Yourself up to the Top of the Mountain

Wealth Regeneration Interview Format

Appendix 1: How to Choose a Wealth Advisor

Appendix 2: Cash Flow Management

Appendix 3: How to Vet a Personal Financial Forecast

Start with Good Data

Thoughtful and Realistic Assumptions

A Robust Financial Engine

Recommended Reading

Produkt-Details

• Erscheint lt. Verlag: 7.9.2012
• Reihe/Serie: Bloomberg Financial
• Reihe/Serie: Bloomberg Professional
• Reihe/Serie: Bloomberg Professional
• Vorwort: James E. Hughes
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management
• Schlagworte: Finance & Investments • Finanz- u. Anlagewesen • Finanzwesen • Kaycee Krysty, Robert Moser, Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership, Wealth Regeneration at Retirement, ReGenU, Laird Norton Tyee, Laird Norton Tyee retirement plan, sustainable retirement, retirement planning book, retirement planning advice, retirement planning for the wealthy, retirement planning for wealthy individuals, financial advisors for wealthy individuals, retirement planning for baby boomers, retirement planning for business leaders
• ISBN-10: 1-118-33057-9 / 1118330579
• ISBN-13: 978-1-118-33057-9 / 9781118330579