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Aug 10, 2022

Retiring Well Tips episodes are short and practical tips for navigating life in retirement.  Today's topic is Should I stay or should I go? Making the decision to retire.  In this podcast, host Charlie Jordan discusses three steps for helping people make this decision:

  1. Know your numbers.
  2. Focus on more than just the...


Jul 27, 2022

CI Brightworth Private Wealth Advisor Josh Monroe joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:

  • Roth IRA conversions (01:35)
  • Using Health Savings Accounts in retirement (08:11)
  • Moving to be closer to family in retirement (11:19)
  • Delaying or starting Social...


Jun 30, 2022

Divorce over age 50, also known as the Gray Divorce, is an unfortunate reality for many people. My guest, Heather Locus, Wealth Manager and head of the Divorce Practice Group of BDF, LLC in Chicago, is a nationally-renowned expert in helping women and men navigate the financial and personal impact of divorce.

In the...


Jun 20, 2022

Advisors Jim Ciprich and Melissa Weisz of RegentAtlantic join Charlie Jordan to take a deep dive into Continuing Care Retirement Communities aka CCRCs.  We discuss who might benefit from a CCRC, the timing of that decision, the cost and contracts involved, how to pay for them, and success and horror stories. If you or...


Jun 3, 2022

In this episode of the Retiring Well Podcast, Charlie Jordan is joined by fellow CI Brightworth partner and advisor Chase Mouchet to discuss the newest book from author Dan Pink.  In The Power of Regret: How Looking Backward Moves Us Forward, Pink examines the different types of regret and how it can be harnessed for...