How to Retire Well - Our Framework

Retiring Well with Charlie Jordan
07/02/2022 18 min Episodio 5
How to Retire Well - Our Framework

Listen "How to Retire Well - Our Framework"

Descargar episodio Ver en sitio original

Episode Synopsis

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 Phases of Retirement and the Ten Elements of Retirement. These areas form the foundation of our counsel, content and resources in helping our clients Retire Well! 

More episodes of the podcast Retiring Well with Charlie Jordan

Finding your "Second Curve" with CEO Ray Padron 05/12/2022
When you are no longer called "Doctor": Identity struggles in retirement 17/11/2022
Women Retiring Well: High-Level Executive Women with Advisor Jane Newton 11/11/2022
Retirees: Do you need to go back to work because of this bear market? 20/10/2022
Listener Questions: High-dividend stocks, bucket list spending, inflation, and more 13/10/2022
Retiring Well Tips: The Retirement Grace Period 04/10/2022
Women Retiring Well: Estate Attorney Stacy Hanley 07/09/2022
The State of Luxury Travel in Retirement 27/08/2022
Retiring Well Tips: Should I stay or should I go? Making the decision to retire 10/08/2022
Listener Questions: Roth Conversions, I-Bonds, Grandchildren with Special Needs and More 27/07/2022
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA