Dec 5, 2022
It's the latest episode of The Retiring Well Book Club! Using a review of Arthur Brooks’ new book From Strength to Strength as a catalyst, CI Brightworth CEO Ray Padron shares his wisdom and personal reflections as he contemplates the “Second Curve” of his career.
To order the book on Amazon: From Strength to...
Nov 17, 2022
Wealth Advisor and fellow CI Private Wealth partner Brett Miller joins host Charlie Jordan to discuss the identity struggles that many retirees, especially professions of public prominence such as doctors and dentists, experience as they journey into retirement.
About our guest Brett...
Nov 11, 2022
In the latest episode of our Women Retiring Well series, Wealth Advisor and fellow CI Private Wealth partner Jane Newton joins host Charlie Jordan to discuss the unique challenges and opportunities of the high-level executive woman as she contemplates and enters retirement.
We cover many topics, including:
- Insights...
Oct 20, 2022
In this episode, host Charlie Jordan is joined by fellow CI Private Wealth advisor & partner Chase Mouchet to discuss the current bear market and how retirees can manage the financial and personal impacts.
If you have a question about your personal situation or would like us to answer on a future listener questions...
Oct 13, 2022
CI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:
- High dividend-paying stocks for retirement income (1:25)
- Bucket list high spending early in retirement (5:44)
- Inflation and portfolio allocations in retirement...