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Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership (Bloomberg Financial), by Kaycee Krysty, Robert Moser
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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.
- Sales Rank: #2283449 in eBooks
- Published on: 2012-09-07
- Released on: 2012-09-07
- Format: Kindle eBook
Most helpful customer reviews
1 of 1 people found the following review helpful.
Planning your ife after retirement
By Dennis T. jAFFE
This book looks like yet another financial guide to retirement. Written by two wealth managers, that is what is should be. But they have taken another path, that leads to a completely unique and special book. When an affluent person gets into middle age, he or she looks forward to decades of practical life. If you have enough money to meed your needs, the questions you need to ask are the ones they ask--how do you plan for the next chapter of your life, how do you expand and grow after middle life? this is a book about life planning. Krysty and Moser begin each chapter with a simple question, and they highlight a major theorist or idea. Then they tell a story of a real person who has done something special in their later life. Then, they move from concept to "what do you do" and offer worksheets, reflective questions and tools to help you apply that concept to your own life. This is an example of a deeply interactive book, that you can use to help you develop your own path. And, until the last chapter, is it not about money, but about relationship, values, life goals and self discovery.
1 of 1 people found the following review helpful.
It's not your father's retirement anymore...
By Michael Sack
So, I'm 65 and I'm retired. I'm obviously part of the baby boomers. My financial plans are well organized. I've got advisers. I'm happy and healthy. Yet, when I read this book I realized I still had some stuff to think about and look at. Kaycee and Bob offer so many small tidbits to think about as you contemplate retirement or you are moving through it. And though this book is geared to high net worth individuals, there is enormous value for those who are just working stiffs trying to get ready for retirement. I can't recommend this short but stimulating guide to "not your father's retirement".
0 of 0 people found the following review helpful.
Bored stiff
By Fred Elledge
The book seemed poorly edited with somewhat lame examples of whom or what constitutes a successful life. I bought it used for $1.25 from Seattle Goodwill and didn't overpay by more than about a buck.
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