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Oct 4, 2022

Retiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is The Retirement Grace Period.  In this podcast, host Charlie Jordan discusses two areas that new retirees will have to give themselves grace in the retirement transition: Spending and Time.

If you have a question...


Sep 7, 2022

In this new series called Women Retiring Well, host Charlie Jordan is joined by estate attorney Stacy Hanley to discuss how women can take control of their retirement and thrive. 

We cover a number of topics, including: 

  • Defining retirement for women
  • How women can engage in the retirement and money conversation
  • How to...


Aug 27, 2022

In this podcast, host Charlie Jordan is joined by luxury travel agent Ginger Duval to discuss the luxury travel market for retirees. 

Leisure is one of our 10 Elements of Retirement and travel is the most expressed goal for retirement by most people. In this episode, we discuss:

  • What it's like to travel overseas...


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...