Feb 7, 2022
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...
Aug 1, 2019
An oft-forgotten area of focus in all this planning is one’s own health. Most successful executives and business owners work tirelessly for their family, their business, their employees and their coworkers. Doing all this, it’s easy to neglect their own health and wellness, thinking of it as not necessarily urgent....
Jul 29, 2019
Many people who have saved their whole lives for a comfortable retirement now have a new problem: they're afraid to spend their money. Charlie Jordan shares strifes of - and ways to overcome - this common worry.
Jul 18, 2019
Second-guessing your decision to retire is a common occurrence, even for the wealth and well-prepared. In this episode of Retiring Well, we'll discuss ways to knock down some of those worries and get on with retirement.
Jul 5, 2019
A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”