Your Retirement, Your Way Why it takes more

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

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.

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

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

Summary

Author Biography

Table of Contents

Supplemental Materials