The New Retirementality
The New Retirementality

Author: Mitch Anthony

Publisher: John Wiley & Sons

Published: 2014-02-17

Total Pages: 220

ISBN-13: 1118705122

DOWNLOAD EBOOK

Stop making a living and start making a life with The New Retirementality When Mitch Anthony first presented the concept of a new way of thinking about retirement in 2000, it was novel and many critics didn't buy into it. Originally written to get the attention of baby boomers who were approaching 55, Mitch started a revolution by showing people why they needed to have a new attitude about retirement–a "new retirementality." More than a decade later, most of us are facing a very different retirement reality than previous generations–failing pensions, an endangered social security system, and inadequate savings. We have been forced to face the reality of a retirement that may never happen, or one that will take place much later in life than ever expected. Circumstances are redefining what it means to retire, and The New Retirementality, Fourth Edition is your roadmap. While most books focus on a "number," this reliable resource shows you that attitude is also an essential part of the equation–if you want to succeed you need both means and meaning. Includes new research and studies on the latest retirement realities, as well as introduce readers to Mitch's newest concept, investing toward a greater Return on Life™ Discusses what it means to retire on purpose, the expanding role of work in retirement, and how to self-direct your future by becoming your own benefits director Written by top financial planner Mitch Anthony Filled with engaging anecdotes and inspirational suggestions, this book will motivate you to rethink the meaning of retirement and put you in a better position to enjoy the new retirementality you deserve.

The New Retirementality
The New Retirementality

Author: Mitch Anthony

Publisher: Dearborn Trade Publishing

Published: 2001

Total Pages: 260

ISBN-13: 9780793141821

DOWNLOAD EBOOK

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
AARP The New Retirementality

Author: Mitch Anthony

Publisher: John Wiley & Sons

Published: 2011-12-20

Total Pages: 276

ISBN-13: 1118230957

DOWNLOAD EBOOK

AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. 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.

Your Clients for Life
Your Clients for Life

Author: Mitch Anthony

Publisher: Dearborn Trade Publishing

Published: 2002

Total Pages: 280

ISBN-13: 9780793149544

DOWNLOAD EBOOK

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.

Life Centered Financial Planning
Life Centered Financial Planning

Author: Mitch Anthony

Publisher: John Wiley & Sons

Published: 2020-11-03

Total Pages: 248

ISBN-13: 1119709091

DOWNLOAD EBOOK

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.

The 7 Most Important Equations for Your Retirement
The 7 Most Important Equations for Your Retirement

Author: Moshe A. Milevsky

Publisher: John Wiley & Sons

Published: 2012-05-14

Total Pages: 229

ISBN-13: 1118294513

DOWNLOAD EBOOK

The 800 years of scientific breakthroughs that will help salvage your retirement plans Physics, Chemistry, Astronomy, Biology; every field has its intellectual giants who made breakthrough discoveries that changed the course of history. What about the topic of retirement planning? Is it a science? Or is retirement income planning just a collection of rules-of-thumb, financial products and sales pitches? In The 7 Most Important Equations for Your Retirement...And the Stories Behind Them Moshe Milevsky argues that twenty first century retirement income planning is indeed a science and has its foundations in the work of great sages who made conceptual and controversial breakthroughs over the last eight centuries. In the book Milevsky highlights the work of seven scholars—summarized by seven equations—who shaped all modern retirement calculations. He tells the stories of Leonardo Fibonnaci the Italian businessman; Benjamin Gompertz the gentleman actuary; Edmund Halley the astronomer; Irving Fisher the stock jock; Paul Samuelson the economic guru; Solomon Heubner the insurance and marketing visionary, and Andrey Kolmogorov the Russian mathematical genius—all giants in their respective fields who collectively laid the foundations for modern retirement income planning. With baby boomers starting to hit retirement age, planning for retirement income has become a hot topic across the country Author Moshe Milevsky is an internationally-respected financial expert with the knowledge you need to assess whether you are ready to retire or not Presents an entertaining, informative narrative approach to financial planning Understanding the ideas behind these seven foundation equations—which Moshe Milevsky explains in a manner that everyone can appreciate—will help baby boomers better prepare for retirement. This is a book unlike anything you have ever read on retirement planning. Think Suze Orman meets Stephen Hawking. If you ever wondered what the point of all that high school mathematics was, Moshe Milevsky's answer is: So that you can figure out how to retire...while you can still enjoy your money.

Your Client's Story
Your Client's Story

Author: Scott West

Publisher: Insights Press

Published: 2021-11-15

Total Pages: 218

ISBN-13: 9780972752367

DOWNLOAD EBOOK

Financial services pioneers Scott West and Mitch Anthony spent more than three years studying financial advisors who managed 100 percent of their clients' assets-they were interested in how these advisors had outperformed their peers. What Scott and Mitch found was amazing: the most successful advisors had mastered an innate ability to get their clients to tell them their stories. When these advisors asked clients about their stories, those clients felt interesting, important-and listened to. They shared much more than they would have by simply answering questions on a checklist. Advisors gained a deeper understanding of the the individuals they were working with. The connection between advisor and client became so powerful that it was next to impossible for any competitor to come between them. The new edition of this perennial favorite includes tools and ideas for starting client conversations, and shows you how to: Use dialogues to learn more about your clients Integrate client's unique circumstances, goals, and transitions into their winning financial plan Your Client's Story demonstrates how to ignite the flames of your curiosity, ignite empathy in your client relationships, and bring a sense of life and excitement to your business as you've never experienced before.

Retire Inspired
Retire Inspired

Author: Chris Hogan

Publisher: Ramsey Press

Published: 2016-01-12

Total Pages: 256

ISBN-13: 1937077810

DOWNLOAD EBOOK

When you hear the word retirement, you probably don't imagine yourself scrambling to pay your bills in your golden years. But for too many Americans, that's the fate that awaits unless they take steps now to plan for the future. Whether you're twenty five and starting your first job or fifty five and watching the career clock start to wind down, today is the day to get serious about your retirement. In Retire Inspired, Chris Hogan teaches that retirement isn't an age; it's a financial number an amount you need to live the life in retirement that you've always dreamed of. With clear investing concepts and strategies, Chris will educate and empower you to make your own investing decisions, set reasonable expectations for your spouse and family, and build a dream team of experts to get you there. You don't have to retire broke, stressed, and working long after you want to. You can retire inspired!

Sailing Out of Retirement
Sailing Out of Retirement

Author: MATTS DJOS

Publisher: Matts Djos

Published: 2012-08-26

Total Pages: 141

ISBN-13: 1481116495

DOWNLOAD EBOOK

This is a book for retirees, armchair sailors, dreamers, and lovers of the wind and sea. Sailing couple, Matts and Jeanine Djos, will suggest how to find just the right pre-owned boat by their own example and describe from personal experience what may be involved in buying and refitting a boat, shaking it down, and finding just the right marina. Also included are tactics for heavy weather sailing, common sense seamanship, the pleasures (and advantages) of seniority, personal health and safety, and onboard ambiance and comfort. As the poet, Tennyson, wrote, "There lies the ort, the vessel puffs her sail, and while much is taken, much still abides." So come join them, and perhaps you too shall discover something unexpected and remarkable about the rollicking sea, the wayward heavens, and the wonder of discovering a well-found boat that suits your needs perfectly!