Wealth Regeneration at Retirement

Kaycee Krysty 지음

Bloomberg Press 2012년 09월 07일 출간

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Tailoring retirement for successful business leadersTraditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no ldquo;one size fits allrdquo; answer.Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative n- 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 Regenerationreg;, 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, ldquo;I'd rather not.rdquo; 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 changeA four component methodology - Where You Are; What You Want; What to Do; and Make it Happen n- to ensure continuous feedback, accountability, and measurement of lifetime g

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Acknowledgments xiForeword xiiiIntroduction: Where to Begin? xviiCould This Be You? xviiIntense? Me? Really? Yes, You xviiiNow, It&'s Your Turn xixStanding on the Edge of the Cliff xxPART I: REDEFINING RETIREMENTCHAPTER 1 It&'s All about You (Really It Is) 3We versus Me 3It&'s Time for It to Be All about You 4Real Life, Real Money 5Wealth Regeneration, What&'s That? 5Old Money 5New Wealth 6The Principles 7What&'s Next? 7You Have to Sleep at Night 7Parting Thoughts 8CHAPTER 2 The “R” Word 9There Are Lots of Us 10Now What? 10The Hero&'s Farewell 11What about Me? 12What We&'ve Learned 13Where Do You Fit? 14Parting Thoughts 16CHAPTER 3 The Grab Bag of Life 17Change Has Impact 17Managing Change 18The New Rules 19Parting Thoughts 23CHAPTER 4 It&'s Not Rocket Science 25Strategic Planning 25Change Management 26Financial Forecasting 27Risk Assessment 28Building Teams 29Holding People Accountable 30Meaningful Work 30You&'ve Got This Wired 31Parting Thoughts 31CHAPTER 5 Leading in a New Way 33What Is Generativity? 33Generativity Is Leadership 34Have It Your Way 35It&'s About Regeneration 36Parting Thoughts 36PART II: THE WEALTH REGENERATION DISCIPLINECHAPTER 6 The Concept of the Wheel 39Circle to Wheel 40Dealing with Change 42What&'s Next? 43You Know How to Do This 43Get It Rolling 44A Kick in the . . . 45Looking at What Happens 46Profile: Tom Campion 47CHAPTER 7 Know Where You Are 51Defining Your Wealth 52Lifestyle Analysis&m-How

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저자(글) Kaycee Krysty

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KAYCEE KRYSTY, CPA, CFP, recently transitioned from chief executive officer to President Emerita of Laird Norton Tyee. An accomplished writer and speaker, Kaycee speaks frequently on matters of personal legacy and the business of the family. She was a founding board member of Washington Women in Tax and a founding member of the WSCPA Personal Financial Planning Committee, and is the former chair of the AICPA Personal Financial Planning Division. She has more than thirty years of experience in financial planning.ROBERT MOSER is President and Chief Executive Officer of Laird Norton Tyee. Bob has more than twenty#45;five years of private wealth management, financial services, and business management experience. Before joining Laird Norton Tyee, Bob was a senior executive at SunTrust Banks, Inc., where he worked for nineteen years. He has also served as a consultant to several private foundations in the areas of governance and strategic planning.