Wealth Regeneration At Retirement - Planning for a Lifetime of Leadership

Informationen zum 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. Klappentext Tailoring retirement for successful business leadersTraditional 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(r), 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 TyeeWealth 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. Zusammenfassung 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. Inhaltsverzeichnis 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

Inhaltsverzeichnis

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 Ro

Produktdetails

• Autoren: Jay Hughes, K Krysty, K. Krysty, Kayce Krysty, Kaycee Krysty, Kaycee Moser Krysty, Kaycee W. Krysty, Kaycee W./ Moser Krysty, Krysty Kaycee, Robert Moser, Moser Robert
• Mitarbeit: Jay Hughes (Vorwort), Hughes James E. (Vorwort), Hughes Jay (Vorwort)
• Verlag: Wiley, John and Sons Ltd
• Sprache: Englisch
• Produktform: Fester Einband
• Erschienen: 05.10.2012
• EAN: 9781118276563
• ISBN: 978-1-118-27656-3
• Seiten: 192
• Serien: Bloomberg Professional; Bloomberg Financial; Bloomberg Professional; Bloomberg Financial
• Themen: Ratgeber > Recht, Beruf, Finanzen; Sozialwissenschaften, Recht,Wirtschaft > Wirtschaft > Betriebswirtschaft; Finanzwesen, Allg. Finanz- u. Anlagewesen, Finance & Investments, Finanz- u. Anlagewesen