Kaycee Krysty, Robert Moser

Wealth Regeneration at Retirement (eBook, ePUB)

Planning for a Lifetime of Leadership

• Format: ePub

Produktbeschreibung

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.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 192
• Erscheinungstermin: 7. September 2012
• Englisch
• ISBN-13: 9781118330579
• Artikelnr.: 37352972

Autorenporträt

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.

Inhaltsangabe

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