Getting Your Retirement Number Right

What do my kids need to know about money?  It's one of the most common questions I've received over the years as a financial advisor, and in this episode, we hear directly from two teenagers about their perspectives on money.  The way they spend their money, save and invest it are lessons that adults can benefit from too!  In this episode I give advice to these teens about handling their finances, and how parents can share these messages with their teenagers to set them up for a lifetime of financial success. To learn more about making wise decisions with your money and professional life, contact [email protected].  Our wealth advisors provide complimentary confidential consultations. Please follow this podcast to hear timely advice for working professionals.  You're busy, we get it.  Each episode runs less than 30 minutes!  

You invest your time to serve on a board, because you want to do good. However, could your money be at risk if something goes wrong and you are held liable? Hear from risk management expert Carla Curry about when the unexpected happened, and board members found themselves in a sticky situation. Learn how to protect yourself before agreeing to serve on a board.

Yes! A recession can be good news for 401(k) investors!  Even if the headlines about the economy or stock market appear grim, it can be one of the most strategic times to sock away money for retirement.  But you need to be invested correctly, and importantly, avoid making "the big mistake."  Listen to my guest Nick Fazio for more 401(k) moves investors should consider during a recession.

She grew up on a tobacco farm and smoked every day of her adult life.  She outlived her life expectancy by 30 years, but didn't run out of money.  This woman got her retirement number right.  Hear from finance expert Wesley Wood on calculating how much you can spend in retirement and remain financially secure, just like his great-grandmother.

The recession is coming if it's not already here, and we want you to be prepared.  In this episode, Brian McNeill of Challenger Gray and Christmas and I share tips to get your professional affairs in order, and how a layoff can impact your personal finances.  Turn unpleasant news into real opportunities for your future by listening in.

Financial experts Lisa Neira and Barbara Bilello have tremendous personal experiences to share – not only about money, but about navigating the stereotypes that can exist within the LGBTQ community.  In light of recent proposed legislation, hear the important tips to protect yourself financially from starting a family to making sure your family won't interfere with your estate plan.

Stocks are down, inflation is up, the housing market is still on fire.  And, we've now got The Tech Wreck happening with many tech stocks down significantly since 2022 began.  Where should investors turn now?  Hear insights to help put your portfolio in perspective.

Private equity firms are getting into the business of issuing stock to employees.  Is this a good deal for people?  Lessons learned from 100 years ago present warning signs that anyone receiving stock from their employer - public or private - need to be aware of.  Lisa shares these lessons and her perspectives in this episode.

You've imagined the views, the peace and quiet, the family visiting. But have you imagined the downsides, including insurance of a vacation home? LaTanya Simmons, VP, Private Risk Advisor at Aon Private Risk Management joins Lisa to share some things to keep in mind. Don't give up on your vacation home dreams, but do dream wisely!

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 foundation of our counsel, content and resources in helping our clients Retire Well!