Wealth Regeneration at Retirement : Planning for a Lifetime of Leadership

Content: 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