Charlie Jordan
Retiring Well with Charlie JordanEpisodes
Episodes of Retiring Well
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It's the latest episode of The Retiring Well Book Club! Using a review of Arthur Brooks’ new book From Strength to Strength as a catalyst, CI Brightworth CEO Ray Padron shares his wisdom and personal reflections as he contemplates the “Second
Wealth Advisor and fellow CI Private Wealth partner Brett Miller joins host Charlie Jordan to discuss the identity struggles that many retirees, especially professions of public prominence such as doctors and dentists, experience as they journe
In the latest episode of our Women Retiring Well series, Wealth Advisor and fellow CI Private Wealth partner Jane Newton joins host Charlie Jordan to discuss the unique challenges and opportunities of the high-level executive woman as she conte
In this episode, host Charlie Jordan is joined by fellow CI Private Wealth advisor & partner Chase Mouchet to discuss the current bear market and how retirees can manage the financial and personal impacts. If you have a question about your pers
CI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on: High dividend-paying stocks for retirement income (1:25) Bucket list high spending earl
Retiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is The Retirement Grace Period. In this podcast, host Charlie Jordan discusses two areas that new retirees will have to give themselves g
In this new series called Women Retiring Well, host Charlie Jordan is joined by estate attorney Stacy Hanley to discuss how women can take control of their retirement and thrive. We cover a number of topics, including: Defining retirement fo
In this podcast, host Charlie Jordan is joined by luxury travel agent Ginger Duval to discuss the luxury travel market for retirees. Leisure is one of our 10 Elements of Retirement and travel is the most expressed goal for retirement by most p
Retiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is Should I stay or should I go? Making the decision to retire. In this podcast, host Charlie Jordan discusses three steps for helping p
CI Brightworth Private Wealth Advisor Josh Monroe joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on: Roth IRA conversions (01:35) Using Health Savings Accounts in retirement (08:11) Moving
Divorce over age 50, also known as the Gray Divorce, is an unfortunate reality for many people. My guest, Heather Locus, Wealth Manager and head of the Divorce Practice Group of BDF, LLC in Chicago, is a nationally-renowned expert in helping wo
Advisors Jim Ciprich and Melissa Weisz of RegentAtlantic join Charlie Jordan to take a deep dive into Continuing Care Retirement Communities aka CCRCs. We discuss who might benefit from a CCRC, the timing of that decision, the cost and contrac
In this episode of the Retiring Well Podcast, Charlie Jordan is joined by fellow CI Brightworth partner and advisor Chase Mouchet to discuss the newest book from author Dan Pink. In The Power of Regret: How Looking Backward Moves Us Forward, P
Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement. We talk about tips and strategies for reducing taxes at three stages of retirement: Those retiring within the next year Those wh
On today’s episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phas
An oft-forgotten area of focus in all this planning is one’s own health. Most successful executives and business owners work tirelessly for their family, their business, their employees and their coworkers. Doing all this, it’s easy to neglect
Many people who have saved their whole lives for a comfortable retirement now have a new problem: they're afraid to spend their money. Charlie Jordan shares strifes of - and ways to overcome - this common worry.
Second-guessing your decision to retire is a common occurrence, even for the wealth and well-prepared. In this episode of Retiring Well, we'll discuss ways to knock down some of those worries and get on with retirement.
A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”
An oft-forgotten area of focus in all this planning is one’s own health. Most successful executives and business owners work tirelessly for their family, their business, their employees and their coworkers. Doing all this, it’s easy to neglect
A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”
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