Gordon Bernhardt’s Post

This story from The New York Times highlights one of our core beliefs about retirement – that it looks different for everyone. No matter what kind of retirement your clients have in mind, make sure they are financially prepared for life’s next chapter. Read these insightful stories and start thinking about how protected income can meet your clients’ diverse retirement needs today: https://lnkd.in/ehufmRDd

I read this fantastic thought provoking article on retirement and how retirees have approached their own retirements. It showcases real retirees and their thoughts, feelings and how they have handled the transition to retirement. Very heart warming and an insight into what we will all face in different forms, when we push that big R button! As advisers we see this with clients and appreciate their fears, their opportunities, and their excitement at pursuing new hobbies & interests. Investment into assets may underpin how we get you there, but these rich, engaging and holistic conversations is what we live for! Link is below, and you can sign up for a free 7-day trial to read. https://lnkd.in/gDi_eDwU

Here is a very interesting article from the The New York Times offering different perspectives about the meaning of retirement. The experiences are varied, and cover the entire spectrum of the expected and unexpected. One of my favorite reflections came from Kevin Mihaly, who like me doesn't like the word 'retirement': “Don’t use the word retirement. It sounds decrepit and connotes imagery of rocking chairs and poor health. Somewhere, I came across the Spanish word for retirement: jubilación! Now doesn’t that sound more approachable and appealing?” Many people hire a financial planner to assist with the financial aspects of retirement, and a lawyer to assist with estate planning and life care needs, and an insurance professional. People should also consider hiring a coach who has experience and knowledge about all the other non-financial areas one can explore prior to and during 'retirement', i.e., navigating this transition, purpose finding, community, engagement, aging, and exploring all the possibilities available in your next phases/chapters of life. #retirement #aging #transition

These are great "retirement" stories. Do you have people with stories like these in your communities? Then you should share their stories and show how community living helps your residents live these interesting, engaging lives. #seniorliving #seniorlivingcommunities #retirement

Identity, time, and reinvention in retirement are themes in this insightful NYT article. While it features folks in their 60s and 70s, the same questions are relevant for my GenX compatriots. Find community. Connect with purpose. With some planning and imagination, your 3rd act can be what you want it to be. Want to plan it? Contact me. #3rdactdesign #dontcallitretirement https://lnkd.in/gGkPbPdG

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains a tax-savvy approach to philanthropy that also allows seniors to maximize their financial position during retirement. 💰 #Retirement #FinancialPlanning #Philanthropy https://ow.ly/uSqc50QgOkz

💞 Your love for your family is epic, just like Michael Jackson’s moonwalk. 🌕 So, you don’t want to leave them in a “Bad” situation after you’re gone! In this week’s blog, learn from the King of Pop’s story, and then contact us to put an estate plan in place that hits all the right notes. 🎶” You Are Not Alone.” We can help! 📞 Let’s discuss! Book a call today. ▶️ anamaria@gonzalezwoodlaw.com #gonzalezwood #houstontxlawfirm #highnetworth #assetprotection #businesssuccessionplanning #txbusinessowner #retirement #trusts #familylegacy #strategicplanning #dynastytrusts

If you have a loved one who is mourning, try to assist them as part of a routine or ritual. 📆 This could be as simple as giving them a weekly phone call 📞, a monthly visit 🙂, or inviting them over for dinner every Sunday. 🍽️ The consistency and socialization these routines bring can offer a source of connection and help ease the depression that comes with loss. Read more in this week’s blog.▶️ https://lnkd.in/g44Mz3a7 #gonzalezwood #houstontxlawfirm #highnetworth #assetprotection #businesssuccessionplanning #txbusinessowner #retirement #trusts #familylegacy #strategicplanning #dynastytrusts

Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out to THIRTY30 Wealth Advisors and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney