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Stop making a living and start making a life with The New Retirementality™

In 2000, when top financial philosopher and bestselling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it. Originally written to get the attention of baby boomers, Mitch ended up starting a revolution by showing us that everything we had read about retirement was wrong—we needed a "new retirementality." Fast-forward to today, when most of us are facing a very different retirement: fewer pensions, escalating healthcare costs, and inadequate savings. For many of us, retirement may never happen, or it will take place much later than we expected.

Far from being full of doom and gloom, The New Retirementality, Fifth Edition, offers a message of hope, along with a roadmap for navigating the choppy waters of retirement planning. While most books focus on Return on Investment, Mitch shows us that Return on Life™—living the best life possible with the resources we have—is a more fulfilling and achievable approach.  New to this edition:

  • The latest research and studies, as well as a discussion of Life-Centered Planning™—a unique approach to financial and retirement planning, focused on individual goals and needs instead of the outmoded one-size-fits-all approach.
  • Explores the role of purpose in retirement planning, including the expanding role of work in retirement, and why it can take three or four tries to get retirement right.
  • Features the New Retirementality Profile, the ROL Index for helping you analyze and reflect on how you are using your money toward improving your life, and worksheets to help you get organized.

Filled with engaging anecdotes, practical advice, and inspirational suggestions, this book will motivate you to rethink what retirement means—and put you in a better position to enjoy the new retirementality you deserve.

Table of Contents

  1. Cover
  2. Preface
  3. Acknowledgments
  4. CHAPTER 1: A Short History of Retirement
    1. Crossing the Bridge
    2. Notes
  5. CHAPTER 2: Removing Artificial Finish Lines
    1. Dates of Extraction
    2. What Made Jack Dull?
    3. Motivated by Autonomy
    4. Illusions, Delusions, and Hype
    5. Notes
  6. CHAPTER 3: No Longer One and Done
    1. Stages of Grief?
    2. The Four Stages of LEAN
    3. The Balance Sheet
    4. Forced or Phased?
    5. Advocates Needed
    6. Notes
  7. CHAPTER 4: The New IRA: Individual Retirement Attitude
    1. Assume You Will Work Longer
    2. Assume You Will Live Longer
    3. Assume That There Will Be Improvisational Challenges
    4. Notes
  8. CHAPTER 5: Boredom Isn't on Anyone's Bucket List
    1. Monotone Living
    2. How You're Wired
    3. When Frustration Replaces Fascination
    4. Realistic Expectations
    5. For Better or Worse but Not for Lunch
    6. Losing Your Identity
    7. The Rearview Mirror
    8. Notes
  9. CHAPTER 6: A New Mind-Set: Retire on Purpose
    1. “I'm Done”
    2. “I Have To”
    3. “I'm Inspired”
    4. Meaningful Pursuits: A Midlife Crisis Gone Horribly Right
    5. Enduring Attitudes
    6. Notes
  10. CHAPTER 7: Money Is Only Part of the Equation: Investing Yourself, Then Your Money
    1. A Very Long Trip
    2. Where from Here?
    3. Note
  11. CHAPTER 8: The Retirement That Works
    1. Redefining Work
    2. Longevity Works
    3. Ready, Set, Engage
    4. Retirement Planning That Works
    5. Notes
  12. CHAPTER 9: Extending Your Stay by Staying on the Edge
    1. Staying in Your Zone
    2. Yes Sir, Kiddo
    3. Ageism on the Radar
    4. The Teaching Bridge
    5. Advantages of Underemployment
    6. EntreMature
    7. Notes
  13. CHAPTER 10: Super-Septs: How 70 Became the New 50
    1. Feeling as Fact
    2. Your View of You
    3. Turning the Corner
    4. A New Season
    5. Notes
  14. CHAPTER 11: Redefining You: What's Your Retirementality?
    1. New Spin on Re-tiring
    2. Notes
  15. CHAPTER 12: Redefining Rich: Bridging the Gap between Means and Meaning
    1. The Seven Meaningful Intangibles
    2. The Stewardship of Money
    3. Notes
  16. CHAPTER 13: Maslow Meets Retirement
    1. More Than Just Money
    2. Our Hierarchy of Financial Needs
    3. Paying the Bills
    4. Notes
  17. CHAPTER 14: Advice from Retirementors
    1. The Realities of Retirement
    2. Retiremyths
    3. Vacation: Balancing Work and Play
    4. The Best (and Worst) Experiences
    5. Allocation
  18. CHAPTER 15: From Aging to S-Aging
    1. A Sense of Mastery
    2. The Vitamin Cs of Successful Aging
    3. Challenge Your Body, Mind, and Spirit
    4. Notes
  19. CHAPTER 16: Don't Go It Alone
    1. We Don't Always Know What We Don't Know
    2. We Are Tempted to Follow the Crowd
    3. Individual Investors Historically Underperform the Indexes because They React Emotionally to Market Events
    4. It Is Time-Consuming and Stressful to Manage Money on a Day-to-Day or Week-to-Week Basis
    5. Holding Your Ground
    6. Finding a Wealth-Building Partner
    7. A Personal Safety Net
    8. Notes
  20. About the Author
  21. Index
  22. End User License Agreement
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