Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership: 569 (Bloomberg Financial)

“The purpose of wealth regeneration is to weave together all aspects of wealth human capital and financial capital to promote desired outcomes throughout lifetimes and across generations. It is a strategic approach ideally suited to the challenges leaders face when they consider retirement.” From Chapter One

Traditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no “one size fits all” answer.

Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative one that acts more like a GPS. The authors, Kaycee Krysty and Bob Moser leaders of the highly regarded Seattle-based wealth management firm Laird Norton Tyee use a proprietary discipline, Wealth Regeneration®, to calculate the route to retirement and beyond for those at the top.

The authors challenge successful boomers to redefine retirement on their own terms. They outline a process to create a sustainable plan to achieve retirement objectives. Their years of experience in counseling CEOs and business founders through transitions is reflected throughout. For many successful boomers, the answer to the prospect of retirement has been “I’d rather not.” Yet change is inevitable. Wealth Regeneration at Retirement provides a thoughtful and thorough way for leaders to move onward.

Describing Wealth Regeneration in a digestible, actionable format, the book provides the framework, tools, and techniques that successful baby boomers and their advisors need to incorporate this innovative approach for a lifetime of leadership and legacy. Packed with learning aids, including graphics, diagrams, worksheets, and exercises, the book helps readers build a unique life plan that is about more than simply retirement.

The book includes:

• A proprietary approach to retirement planning that changes seamlessly when times and circumstances change
• A four-component methodology Where You Are; Where You Want to Go; What to Do; and Make It Happen to ensure continuous feedback, accountability, and measurement of lifetime goals
• Retirement planning expertise from wealth management firm Laird Norton Tyee

Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership is artfully illustrated and filled with practical advice for wealthy baby boomers and the financial advisors they rely on. It explains exactly how to build a personalized and sustainable plan for retirement no matter where life may lead.

Praise for Wealth Regeneration at Retirement

“Kaycee Krysty and Bob Moser’s stimulating book provides an exciting path forward for our post-retirement years. Their essential message that you can build a rewarding new life through generativity in life’s third phase provides a road map to greater fulfillment and purpose. It is sure to lead to great discussions with your family and friends.”

Bill George, professor, Harvard Business School; coauthor of True North ; and former chair and CEO, Medtronic

“Kaycee’s principles of Wealth Regeneration have been the basis of my longterm financial planning for a very long time. As my own ‘retirement’ drew closer, I found myself in the position of being fully prepared and able to make my choices between heading out to pasture (the golf course), continuing to work within my traditional parameters, or setting off on a whole new course, utilizing digital technology to reinvent storytelling. Given that 70 is the new 35, more and more of us are going to be giving up the ‘Gone Fishing’ sign in favor of the ‘Happily Heading for New Frontiers’ sign. This book is leading the way.”

John Saul, New York Times bestselling author; now internet entrepreneur

“Not that many years ago, retirement was considered by many to involve a rocking chair on the front porch. Retirement now means using one’s experience and learned skills to accomplish and lead. Most successful individuals have the opportunity to focus on what they had earlier wished they had the time to do. This book is an excellent guide on how to make this next phase of your life possible and enjoyable.”

Sam Smith, former president, Washington State University; now educational innovator

“This book is a practical road map for life after retirement for those at the top. The tools for taking this journey with success are set forth in a straightforward style based on the many years of experience of the authors.”

Jim Faulstich, former CEO, Federal Home Loan Bank; now opera singer