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Wealth Regeneration at Retirement : Planning for a Lifetime of Leadership

ISBN: 9781118276563 | 1118276566
Edition: 1st
Format: Hardcover
Publisher: Bloomberg Press
Pub. Date: 10/9/2012

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Mainstream linear retirement planning approaches fail to meet this audience's needs. Their lives are not as simple as a number generated by a computer algorithm. Wealthy families and individuals and their trusted advisors know this instinctively and continue to search for answers. This is where wealth management firm Laird Norton Tyee's proprietary discipline, called ReGenU, comes in. Rather than a static roadmap - the traditional financial plan - the ReGenU strategy acts as GPS, meaning as change happens - and it will - the individual can readily "recalculate route" and keep moving forward. Regenerate Your Wealth describes Larid Norton Tyee's proprietary wealth management discipline in a digestible, actionable format. It provides a framework, as well as the necessary tools and techniques to incorporate the framework into a person's own financial plan. The book is heavily visual, including graphics/diagrams, worksheets, and exercises. ReGenU is based on the idea of a wheel and has four components: Know Where You are; Know Where You Want to Go; Know How to Get There; and Make It Happen. The key to this framework is continuous feedback, accountability, and measurement.


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