Your Retirement, Your Way Why it takes more than money to live your dream

by Bernstein, Alan; Trauth, John

• ISBN13: 9780071467872
• ISBN10: 0071467874
• Edition: 1st
• Format: Paperback
• Copyright: 2006-10-13
• Publisher: McGraw-Hill Education

Summary

The first retirement book to be co-written by a psychotherapist and a financial planner Perfect for the 77 million "baby boomers" over the age of 50 in the United States Bernstein has appeared on ABC and CBS News, and has been quoted in USA Today, Money, Glamour, Vogue, and other publications

Author Biography

Alan Bernstein, C.S.W. has been a psychotherapist and career counselor for 30 years.

John Trauth spent the majority of his career as a management consultant, working for large financial service corporations and nonprofit organizations.

Table of Contents

Preface	vii
Alan's Acknowledgments	xi
John's Acknowledgments	xiii
1 Welcome to Your NewLife	1	(14)
How and Why It Works	3	(1)
Who Are We to Tell You What to Do?	4	(4)
Another French Paradox	8	(2)
Troubled Transitions	10	(1)
How You Will Create Your Master Plan	11	(1)
Two Authors, Two Voices	12	(1)
How to Get the Most Out of This Book	13	(2)
2 Preparing Psychologically for Change	15	(6)
The Psychotherapist's Perspective	15	(1)
The Birkman® Personality Profile	16	(2)
Key Motivators in Your Personality	18	(2)
The Ultimate Goal	20	(1)
3 Who Were You? Who Are You? Who Can You Become?	21	(26)
Your Satisfaction Highlights	22	(4)
Your Worst Memories	26	(3)
Your "Flow" Chart	29	(6)
Setting Out on Your Inner Journey	35	(1)
Interpreting Your Story	35	(6)
Applying Memories: Carol's Story	41	(2)
Summarizing Your Story	43	(4)
4 What Color Is Your Retirement?	47	(22)
The Life Style Grid®	49	(2)
The Birkman® Interest and Style Summary	51	(5)
Applying Your Symbols	56	(9)
Using Your Interest Color and Style Color Estimates	65	(1)
Your Memories Revisited	66	(3)
5 Envisioning Your NewLife	69	(16)
Documenting Your Dreams	69	(2)
Charting Your OldLife	71	(4)
Charting Your NewLife	75	(7)
Updating Your Vision Statement	82	(3)
6 Sharing and Validating Your Dreams	85	(18)
Converting Your Skills	86	(4)
Getting Buy-In from Key People	90	(5)
Coordinating Different Visions	95	(1)
Getting to Agreement	95	(8)
7 Constructing Your NewLife Road Map	103	(12)
The Long and the Short of It All	103	(2)
Creating Your One-Year Plan	105	(6)
Reviewing Your Plans	111	(1)
Getting Buy-In for Your Plans	112	(3)
8 Financing Your NewLife	115	(26)
How Much Money Will
Need and Where Will It Come From?	116	(11)
How to Be Sure Your Money Will Last	127	(2)
Structuring Your Investments	129	(5)
How to Make It Happen Financially	134	(7)
9 Planning Your Transition	141	(10)
Create Your Transition Timetable	143	(4)
Take a Break!	147	(1)
Anticipating and Channeling Stress	148	(1)
Avoiding Cynicism	149	(1)
Respecting Your Values and Staying Value Driven	150	(1)
10 Creating Your NewLife Master Plan Summary	151	(10)
Write Your NewLife Vision	153	(1)
Summarize Your Self-Analysis	153	(3)
Key NewLife Goals	156	(1)
First-Year Strategies and Objectives	156	(1)
First-Year Activities and Tasks	157	(1)
Review for Consistency	157	(2)
Seek Outside Review and Counsel	159	(1)
How to Use Your NewLife Master Plan Summary	159	(2)
11 Evaluating Your NewLife Progress and Making Course Corrections	161	(8)
Finding a Mentor	161	(3)
Reviewing Your Progress	164	(2)
Maintaining Intensity	166	(3)
12 Determining How You Want to Be Remembered	169	(16)
Changing Priorities, Reorganizing Goals	169	(2)
Change Can Bring Surprising Feelings	171	(1)
Developing Perspective	172	(1)
Different Types of Retirees	172	(3)
Letting Go of Your Preretirement Existence	175	(2)
What Is the Legacy You Want to Leave Behind?	177	(1)
Making the World a Better Place	177	(8)
13 Living Happily Ever After	185	(13)
The Common Characteristics of Happiness	186	(3)
Adjusting to Both Adversity and Opportunity	189	(2)
Creating Your Own Reality	191	(1)
Enjoying Your NewLife Guilt Free	192	(1)
Simplifying Your Life	193	(1)
Living in the Present	194	(1)
Living Up to Your Potential	195	(1)
Managing Toward Happiness and Fulfillment	196	(1)
The Journey Ahead	197	(1)
Resources	198	(7)
Index	205