The New Retirementality

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The New Retirementality

Author : Mitch Anthony
Publisher : John Wiley & Sons
Page : 231 pages
File Size : 43,5 Mb
Release : 2020-01-02
Category : Business & Economics
ISBN : 9781119611486

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The New Retirementality by Mitch Anthony Pdf

Stop making a living and start making a life with The New Retirementality™ In 2000, when top financial philosopher and bestselling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it. Originally written to get the attention of baby boomers, Mitch ended up starting a revolution by showing us that everything we had read about retirement was wrong—we needed a "new retirementality." Fast-forward to today, when most of us are facing a very different retirement: fewer pensions, escalating healthcare costs, and inadequate savings. For many of us, retirement may never happen, or it will take place much later than we expected. Far from being full of doom and gloom, The New Retirementality, Fifth Edition, offers a message of hope, along with a roadmap for navigating the choppy waters of retirement planning. While most books focus on Return on Investment, Mitch shows us that Return on Life™—living the best life possible with the resources we have—is a more fulfilling and achievable approach. New to this edition: The latest research and studies, as well as a discussion of Life-Centered Planning™—a unique approach to financial and retirement planning, focused on individual goals and needs instead of the outmoded one-size-fits-all approach. Explores the role of purpose in retirement planning, including the expanding role of work in retirement, and why it can take three or four tries to get retirement right. Features the New Retirementality Profile, the ROL Index for helping you analyze and reflect on how you are using your money toward improving your life, and worksheets to help you get organized. Filled with engaging anecdotes, practical advice, and inspirational suggestions, this book will motivate you to rethink what retirement means—and put you in a better position to enjoy the new retirementality you deserve.

The New Retirementality

Author : Mitch Anthony
Publisher : John Wiley & Sons
Page : 8 pages
File Size : 49,5 Mb
Release : 2010-12-21
Category : Business & Economics
ISBN : 1118039513

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The New Retirementality by Mitch Anthony Pdf

With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace, on their own terms?regardless of their age. Most people won't experience the same retirement that their parents did, nor do they necessarily want to. Page by page, top financial planner Mitch Anthony reveals how new opportunities will enable individuals to create tailor-made retirements. He includes new research and studies to back his insights and introduces readers to important concepts such as "wealthcare" and "return on life." Filled with engaging anecdotes and inspirational suggestions, this book will motivate readers to rethink the way they retire.

The New Retirementality

Author : Mitch Anthony
Publisher : Dearborn Trade Publishing
Page : 260 pages
File Size : 46,5 Mb
Release : 2001
Category : Business & Economics
ISBN : 0793141826

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The New Retirementality by Mitch Anthony Pdf

Inspiring and practical, "The New Retirementality" illustrates how readers can achieve the direction and financial security necessary to live the lives they really want, beginning now.

AARP The New Retirementality

Author : Mitch Anthony
Publisher : John Wiley & Sons
Page : 304 pages
File Size : 40,6 Mb
Release : 2011-12-20
Category : Business & Economics
ISBN : 9781118230954

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AARP The New Retirementality by Mitch Anthony Pdf

AARP Digital Editions offer you practical tips, provensolutions, and expert guidance. With this latest edition of The New Retirementality,readers will quickly discover how to achieve the freedom to pursuetheir retirement goals–at their own pace, on their ownterms–regardless of their age. Most people won't experiencethe same retirement that their parents did, nor do they necessarilywant to. Page by page, top financial planner Mitch Anthony revealshow new opportunities will enable individuals to create tailor-maderetirements. He includes new research and studies to back hisinsights and introduces readers to important concepts such as"wealthcare" and "return on life." Filled with engaging anecdotesand inspirational suggestions, this book will motivate readers torethink the way they retire.

Your Clients for Life

Author : Mitch Anthony,Barry LaValley,Carol Anderson
Publisher : Dearborn Trade Publishing
Page : 280 pages
File Size : 43,5 Mb
Release : 2002
Category : Business & Economics
ISBN : 0793149541

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Your Clients for Life by Mitch Anthony,Barry LaValley,Carol Anderson Pdf

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.

The New Rules of Retirement

Author : Robert C. Carlson
Publisher : John Wiley & Sons
Page : 291 pages
File Size : 53,9 Mb
Release : 2004-12-03
Category : Business & Economics
ISBN : 9780471703303

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The New Rules of Retirement by Robert C. Carlson Pdf

Praise for THE NEW RULES OF RETIREMENT "As a Wharton graduate, money manager, Chief Financial Officer, and Certified Financial Analyst, I didn't think I needed help in making investment choices and planning for my retirement. I was wrong. I have been a subscriber to Retirement Watch since 1997. I trust Bob Carlson completely and follow his investment, tax, and planning advice personally." --Sandy Kagan, CFA CFO Partner, Tatum Partners "A clear, practical, and wisely unconventional guide to the new world of retirement." --Humberto Cruz Nationally syndicated financial columnist, Tribune Media Services "Bob Carlson does a magnificent job preparing readers for the many challenging issues they will face over the next several decades. Retirees can no longer count on generous asset returns and employer-provided defined benefit plans. Bob provides readers with creative approaches for contending with these challenges to help ensure financially and emotionally secure 'freedom years'." --Lawrence E. Kochard, PhD, CFA Chief Investment Officer, Georgetown University "Bob Carlson shows that three trends--demographics (baby boomers), increasing longevity, and fewer offspring--have changed forever the landscape facing America's retirees. Stereotype retirement based on Social Security and employer pensions is out; making ends meet on your own is in. Better get yourself ready--and you can do so by reading this book." --James C. Miller III Former U.S. Budget Director, Chairman of The CapAnalysis Group, LLC

The New Retirement Savings Time Bomb

Author : Ed Slott
Publisher : Penguin
Page : 448 pages
File Size : 43,6 Mb
Release : 2021-03-02
Category : Business & Economics
ISBN : 9780525506355

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The New Retirement Savings Time Bomb by Ed Slott Pdf

AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.

Don't Retire, Rewire!

Author : Jeri Sedlar,Rick Miners
Publisher : Penguin
Page : 308 pages
File Size : 55,5 Mb
Release : 2007
Category : Social Science
ISBN : 1592576893

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Don't Retire, Rewire! by Jeri Sedlar,Rick Miners Pdf

A practical career handbook for those planning to continue to work in some form after the age of sixty-five explains how to find a work situation that is mentally, emotionally, and financially rewarding, with updated suggestions on how to define the type of work suited to individual interests and how to go through the process of obtaining such work. Original.

Life Centered Financial Planning

Author : Mitch Anthony,Paul Armson
Publisher : John Wiley & Sons
Page : 248 pages
File Size : 49,6 Mb
Release : 2020-11-03
Category : Business & Economics
ISBN : 9781119709091

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Life Centered Financial Planning by Mitch Anthony,Paul Armson Pdf

Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Your Client's Story

Author : Scott West,Mitch Anthony
Publisher : Unknown
Page : 256 pages
File Size : 55,9 Mb
Release : 2005-03-15
Category : Electronic
ISBN : 098550000X

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Your Client's Story by Scott West,Mitch Anthony Pdf

The Good Retirement Guide 2022

Author : Jonquil Lowe
Publisher : Kogan Page Publishers
Page : 297 pages
File Size : 42,8 Mb
Release : 2022-01-03
Category : Business & Economics
ISBN : 9781398603462

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The Good Retirement Guide 2022 by Jonquil Lowe Pdf

Are you feeling apprehensive as you approach retirement? Do you have concerns about the volatile pensions industry, Brexit, or simply about what retirement actually entails? Whatever your thoughts, this is the book to help you plan a retirement that is enjoyable and stress-free. In retirement, personal ambitions can be realized and new experiences enjoyed, yet with so much to consider in such turbulent times, people are often unsure how best to plan for their future. The Good Retirement Guide 2022 is here to help, offering clear and concise information to help readers navigate the uncertainty of pre-retirement planning in the UK. Updated for the new financial year, The Good Retirement Guide 2022 includes the latest information on finance (investments, pensions, annuities and drawdown, benefits and tax), housing and health, as well as advice on the impact of Brexit on retiring abroad, the challenges of early retirement, looking after elderly parents and best practice on starting a business. This is a book that will help you to save more, feel secure and retire happier.

Your Retirement Quest

Author : Alan Spector
Publisher : Unknown
Page : 0 pages
File Size : 45,8 Mb
Release : 2010
Category : Retirees
ISBN : 0981726984

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Your Retirement Quest by Alan Spector Pdf

An Uncommon Guide to Retirement

Author : Jeff Haanen
Publisher : Moody Publishers
Page : 208 pages
File Size : 42,6 Mb
Release : 2019-05-07
Category : Religion
ISBN : 9780802497635

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An Uncommon Guide to Retirement by Jeff Haanen Pdf

What am I going to do with my retirement? People talk about retirement like it’s supposed to be an endless vacation. But what if, like the majority of those facing retirement, you can’t afford such a luxury? Or, what if you just want something more from retirement? Some advocate for no retirement at all. But you’ve worked for decades and a rest and reprieve do sound appealing. What should you do? Does God have a purpose for your retirement? Yes, He does. Learn how to discern what it is by taking an uncommon approach. Jeff Haanen looks biblically and practically at the need for rest and purpose in retirement. And teaches you how to: Take a sabbatical rest in early retirement Listen to God’s voice for their calling in retirement Rethink “work” in retirement Understand family systems and leaving a legacy Planning retirement doesn’t have to be distressing. Retire in a way that’s God-honoring, purpose-filled, restful, and truly biblical.

Storyselling for Financial Advisors

Author : Scott West,Mitch Anthony
Publisher : Kaplan Trade
Page : 256 pages
File Size : 51,9 Mb
Release : 2000-01-12
Category : Business & Economics
ISBN : 0793136644

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Storyselling for Financial Advisors by Scott West,Mitch Anthony Pdf

Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.