Retirement Redefined: From Time Management to Choice Management – Glenn Frank
The Retirement Wisdom Podcast
Financial Review Checklist and Portfolio Structure for Retirement
This chapter discusses the importance of having a financial review checklist and a five-step process to ensure a lasting portfolio.
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If you’re retiring in 2024, get ready for the ultimate balancing act. Time management is a skill you honed during your full-time working days, but managing your choices wisely can make the difference in your retirement years. Professor Glenn Frank returns to the podcast to share insights and tools you can use if you’re retiring in 2024, his thoughts on a financial review checklist for the year ahead, and what to look for in a financial advisor.
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Bio
Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.
The Professor’s 2023 articles include: The Street “How To Build a Portfolio to Last A Lifetime” (general portfolio construction guide); Advisor Perspectives ” The Professor’s Portfolio” (outlines specific portfolio suggestions). Glenn is currently the Director of Education and a senior member of the investment committee at fee-only Lexington Wealth Management.
Glenn’s college teaching experience is extensive. He has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He taught capstone portfolio construction courses for 20 years. Glenn still teaches investment workshops for advisors as well as the general public.
You can register for his upcoming workshop “How To Build A Portfolio To Last A Lifetime” at his website below.
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For More on Glenn Frank
Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy
Website: Time, Money and Joy.com
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Podcast Episodes You May Like
Live Life in Crescendo – Cynthia Covey Haller
Happier Hour – Cassie Holmes, PhD
Thinking Better to Live Better – Dr. Woo-kyoung Ahn
The Power of Fun – Catherine Price
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Wise Quotes
On Managing Time vs. Managing Choices
“Choice management is a far more personally impactful term than time management, especially for retirees. The term itself reminds us that so many things really are our choice. Choice management is all about strategically and intentionally being happier by making better day-to-day decisions. When I think of time management, I think about being more efficient with the limited minutes and hours we have each day…Choice management is much more personal. It’s not profit oriented, it’s happiness-oriented…What is the best way to combat being time rich for true deep down, purposeful happiness? I think the answer is helping others somehow, some way. This, of course, is your choice. There are so many, many ways to help others and that can very easily fill up the day and say when your head hits the pillow at night, Gee, I accomplished something important today.”
On Happiness
“Life is a constant balancing act between finite resources, time and money – and an infinite desire to be happy. Many do this juggling act without a lot of thought. When you’re at the cusp of retirement it is absolutely crucial. To be thoughtful and intentional at this major fork in the road, you really need to narrow down the endless options to what may actually work for you. Financial advisors solve for financial goals when the true goal is always to maximize family happiness. So, you probably need to go a little more deeper and understand time management and what actually makes you happy. There are tons of books, articles, Ted talks on daily happiness, many, many resources on finding purpose for life satisfaction. The books, and a lot of these resources, are mostly other people’s stories and the real question is what about the unique you?”
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About Retirement Wisdom
I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of The Multipurpose Retirement.™
A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.
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About Your Podcast Host
Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes. Business Insider has recognized him as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.
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The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.
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