[eBook Code] The New Retirementality (eBook Code, 5th)

Preface xi

Acknowledgments xiii

Chapter 1 A Short History of Retirement 1

Crossing the Bridge 8

Chapter 2 Removing Artificial Finish Lines 9

Dates of Extraction 11

What Made Jack Dull? 13

Motivated by Autonomy 14

Illusions, Delusions, and Hype 16

Chapter 3 No Longer One and Done 19

Stages of Grief? 20

The Four Stages of LEAN 21

The Balance Sheet 28

Forced or Phased? 28

Advocates Needed 30

Chapter 4 The New IRA: Individual Retirement Attitude 33

Assume You Will Work Longer 36

Assume You Will Live Longer 37

Assume That There Will Be Improvisational Challenges 39

Chapter 5 Boredom Isn’t on Anyone’s Bucket List 43

Monotone Living 44

How You’re Wired 45

When Frustration Replaces Fascination 45

Realistic Expectations 46

For Better or Worse but Not for Lunch 49

Losing Your Identity 49

The Rearview Mirror 50

Chapter 6 A New Mind-Set: Retire on Purpose 53

”I’m Done” 55

”I Have To” 55

”I’m Inspired” 56

Meaningful Pursuits: A Midlife Crisis Gone Horribly Right 58

Enduring Attitudes 63

Chapter 7 Money is Only Part of the Equation: Investing Yourself, Then Your Money 67

A Very Long Trip 69

Where from Here? 71

Chapter 8 The Retirement That Works 79

Redefining Work 80

Longevity Works 83

Ready, Set, Engage 84

Retirement Planning That Works 86

Chapter 9 Extending Your Stay by Staying on the Edge 89

Staying in Your Zone 90

Yes Sir, Kiddo 91

Ageism on the Radar 93

The Teaching Bridge 94

Advantages of Underemployment 95

EntreMature 96

Chapter 10 Super-Septs: How 70 Became the New 50 101

Feeling as Fact 102

Your View of You 103

Turning the Corner 107

A New Season 108

Chapter 11 Redefining You: What’s Your Retirementality? 109

New Spin on Re-tiring 110

Chapter 12 Redefining Rich: Bridging the Gap between Means and Meaning 121

The Seven Meaningful Intangibles 124

The Stewardship of Money 130

Chapter 13 Maslow Meets Retirement 133

More Than Just Money 134

Our Hierarchy of Financial Needs 136

Paying the Bills 140

Chapter 14 Advice from Retirementors 143

The Realities of Retirement 143

Retiremyths 146

Vacation: Balancing Work and Play 151

The Best (and Worst) Experiences 153

Allocation 154

Chapter 15 From Aging to S-Aging 157

A Sense of Mastery 158

The Vitamin Cs of Successful Aging 160

Challenge Your Body, Mind, and Spirit 166

Chapter 16 Don’t Go It Alone 169

We Don’t Always Know What We Don’t Know 170

We are Tempted to Follow the Crowd 171

Individual Investors Historically Underperform the Indexes because They React Emotionally to Market Events 172

It is Time-Consuming and Stressful to Manage Money on a Day-to-Day or Week-to-Week Basis 172

Holding Your Ground 174

Finding a Wealth-Building Partner 175

A Personal Safety Net 177

Notes 179

About the Author 187

Index 189