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<p>Acknowledgments xi</p> <p>Foreword xiii</p> <p>Introduction: Where to Begin? xvii</p> <p>Could This Be You? xvii</p> <p>Intense? Me? Really? Yes, You xviii</p> <p>Now, It’s Your Turn xix</p> <p>Standing on the Edge of the Cliff xx</p> <p><b>PART I: REDEFINING RETIREMENT</b></p> <p><b>CHAPTER 1 It’s All about You (Really It Is) 3</b></p> <p>We versus Me 3</p> <p>It’s Time for It to Be All about You 4</p> <p>Real Life, Real Money 5</p> <p>Wealth Regeneration, What’s That? 5</p> <p>Old Money 5</p> <p>New Wealth 6</p> <p>The Principles 7</p> <p>What’s Next? 7</p> <p>You Have to Sleep at Night 7</p> <p>Parting Thoughts 8</p> <p><b>CHAPTER 2 The “R” Word 9</b></p> <p>There Are Lots of Us 10</p> <p>Now What? 10</p> <p>The Hero’s Farewell 11</p> <p>What about Me? 12</p> <p>What We’ve Learned 13</p> <p>Where Do You Fit? 14</p> <p>Parting Thoughts 16</p> <p><b>CHAPTER 3 The Grab Bag of Life 17</b></p> <p>Change Has Impact 17</p> <p>Managing Change 18</p> <p>The New Rules 19</p> <p>Parting Thoughts 23</p> <p><b>CHAPTER 4 It’s Not Rocket Science 25</b></p> <p>Strategic Planning 25</p> <p>Change Management 26</p> <p>Financial Forecasting 27</p> <p>Risk Assessment 28</p> <p>Building Teams 29</p> <p>Holding People Accountable 30</p> <p>Meaningful Work 30</p> <p>You’ve Got This Wired 31</p> <p>Parting Thoughts 31</p> <p><b>CHAPTER 5 Leading in a New Way 33</b></p> <p>What Is Generativity? 33</p> <p>Generativity Is Leadership 34</p> <p>Have It Your Way 35</p> <p>It’s About Regeneration 36</p> <p>Parting Thoughts 36</p> <p><b>PART II: THE WEALTH REGENERATION DISCIPLINE</b></p> <p><b>CHAPTER 6 The Concept of the Wheel 39</b></p> <p>Circle to Wheel 40</p> <p>Dealing with Change 42</p> <p>What’s Next? 43</p> <p>You Know How to Do This 43</p> <p>Get It Rolling 44</p> <p>A Kick in the . . . 45</p> <p>Looking at What Happens 46</p> <p>Profile: Tom Campion 47</p> <p><b>CHAPTER 7 Know Where You Are 51</b></p> <p>Defining Your Wealth 52</p> <p>Lifestyle Analysis—How Much Is Enough? 58</p> <p>How Sustainable Is Your Wealth? 60</p> <p>Profile: Dick Pechter 61</p> <p>Toolkit 63</p> <p><b>CHAPTER 8 Know Who You Are 69</b></p> <p>Recognizing the Crucible 69</p> <p>Facing the Questions 70</p> <p>Back to the Future 71</p> <p>Seriously, Try This Now 71</p> <p>And When You Have a Partner 71</p> <p>Flow 73</p> <p>So Enough Touchy-Feely Already? 74</p> <p>Profile: Peter Nostrand 75</p> <p>Toolkit 76</p> <p><b>CHAPTER 9 Know Where You Want to Go 81</b></p> <p>Embracing the Endgame 81</p> <p>Getting Strategic 84</p> <p>Your Purpose 85</p> <p>Now for That Vision Thing 87</p> <p>How Does It Look from the Top of the Mountain? 88</p> <p>Profile: Bob Bunting 88</p> <p>Tookit 90</p> <p><b>CHAPTER 10 What to Do to Get There from Here 95</b></p> <p>Keeping It Real 95</p> <p>Begin at the Beginning 97</p> <p>Purpose Is the Destination 97</p> <p>What’s Nonnegotiable? 97</p> <p>What’s Just Ahead? 99</p> <p>Then, Get Going 99</p> <p>What to Do If You Still Don’t Know What to Do 100</p> <p>Finally, Let’s Talk about Money 101</p> <p>What If the Scenarios Suggest I’m Spending Too Much Money? 102</p> <p>A Word about Investment Policy 103</p> <p>You Can Do This 103</p> <p>Profile: Julie Weston and Gerry Morrison 104</p> <p>Toolkit 105</p> <p><b>CHAPTER 11 Rolling It Forward 109</b></p> <p>Have a System 109</p> <p>The Quick Look Check-In 111</p> <p>The Sit-Down 111</p> <p>Now for the Deep Dive 112</p> <p>Keeping the Plan 114</p> <p>Where the Rubber Most Likely Meets the Road 115</p> <p>The Big Picture 115</p> <p>When Stuff Happens 116</p> <p>What to Share with Your Advisor 117</p> <p>The Time Is Now 117</p> <p>Profile: Steve Altmayer 117</p> <p><b>CHAPTER 12 Legacy 119</b></p> <p>There Are Challenges 120</p> <p>What a Letter of Intent Looks Like 122</p> <p>Seriously, This Isn’t That Hard 124</p> <p>Legacy Is Generativity in Action 125</p> <p>Profile: Beth Bazley 126</p> <p>Toolkit 127</p> <p>And in Conclusion 133</p> <p>You Are in Charge 133</p> <p>The Bare Essentials 133</p> <p>That Being Said . . . 134</p> <p>Pulling Yourself Up to the Top of the Mountain 135</p> <p>Appendix 1: How to Choose a Wealth Advisor 137</p> <p>Appendix 2: How to Vet a Personal Financial Forecast 145</p> <p>Appendix 3: Cash Flow Management 149</p> <p>Appendix 4: Wealth Regeneration Interview Format 153</p> <p>Recommended Reading 155</p> <p>About the Authors 157</p> <p>Index 161</p>

<p><b>KAYCEE KRYSTY, CPA, CFP,</b> recently transitioned from chief executive officer to President Emerita of Laird Norton Tyee. An accomplished writer and speaker, Kaycee speaks frequently on matters of personal legacy and the business of the family. She was a founding board member of Washington Women in Tax and a founding member of the WSCPA Personal Financial Planning Committee, and is the former chair of the AICPA Personal Financial Planning Division. She has more than thirty years of experience in financial planning.</p> <p><b>ROBERT MOSER</b> is President and Chief Executive Officer of Laird Norton Tyee. Bob has more than twenty-five years of private wealth management, financial services, and business management experience. Before joining Laird Norton Tyee, Bob was a senior executive at SunTrust Banks, Inc., where he worked for nineteen years. He has also served as a consultant to several private foundations in the areas of governance and strategic planning.</p>

<p>Praise for Wealth Regeneration at Retirement</p> <p>"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."</p> <p>—Bill George, professor, Harvard Business School; coauthor of <i>True North</i> ; and former chair and CEO, Medtronic</p> <p>"Kaycee's principles of <i>Wealth Regeneration</i> 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."</p> <p>—John Saul, <i>New York Times</i> bestselling author; now internet entrepreneur</p> <p>"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."</p> <p>—Sam Smith, former president, Washington State University; now educational innovator</p> <p>"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."</p> <p>—Jim Faulstich, former CEO, Federal Home Loan Bank; now opera singer</p>

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