The New Retirementality: Planning Your Life and Living Your Dreams...at Any Age You Want

Praise for The New Retirementality " The New Retirementality is at once enormously inspirational and immensely practical. It is filled with compelling stories, unforgettable phrases, and wise counsel that will help readers expand their options for fulfillment in the decades stretching out beyond midlife. With this new edition, Mitch Anthony has emerged as one of our most trusted guides for the second half of life." —Marc Freedman, Founder/CEO, Encore.org and author, The Big Shift "Thinking about retirement? Mitch Anthony's The New Retirementality will help you holistically plan for your 'next phase' with a new attitude and perspective. Expect to re-adjust your thinking to embrace a future that focuses less on the traditional idea of retirement and more on creating the best life for you." —Deena Katz, CFP, LHD, Associate Professor, Texas Tech University Worried about whether or not you'll be able to retire? Join the tens of thousands of people who have already developed a "new retirementality" mindset and made retirement happen—on their own terms. Many of us are facing a very different retirement reality than previous generations—failing pensions, an endangered social security system, and inadequate savings. We have been forced to face the fact that retirement may never happen, or that it will take place much later in life than expected. In the fourth edition of The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want , Mitch Anthony shows you how to take command of your own future by focusing on a balanced approach known as Return on Life™: living the best life you can with the resources you have.

Preface Acknowledgments Chapter 1 A Short History of Retirement Crossing the Bridge Chapter 2 Removing Artificial Finish Lines Motivated by Autonomy Illusions, Delusions, and Hype Chapter 3 The New IRA – Individual Retirement Attitude Assume you will work longer. Assume you will live longer. Assume that there will be Improvisational challenges. Chapter 4 Money is Only Part of the Equation Where From Here? Chapter 5 Retirement Whiplash:  Be Careful of What You Wish For Unexpected Segues Sudden Retirement Syndrome Freakononomics For Better or Worse but not for Lunch The 19 th Hole Disability Bore–dumb The OOPS Factor; Rearview Mirror Chapter 6 The Retirement that WORKS Reinventing Retirement—New Pathways Retirement Planning that Works Chapter 7 The Real Meaning of Work Brain at Work Invest in Who You Are Working Benefits Collecting a Playcheck Chapter 8 Extending Your Stay by Staying on the Edge Staying in Your Zone Yes Sir, Kiddo Ageism on the Radar The Teaching Bridge Advantages of Under–employment EntreMature Chapter 9 A New Mindset: Retire on Purpose “I’m done” “I have to” “I’m inspired” Meaningful Pursuits:  A Midlife Crisis Gone Horribly Right Challenge Your Body, Mind, and Spirit Refuse to be Defined by Age Enduring Attitudes Chapter 10 The New Meaning of Re–tired: Your Next 100,000 miles New Spin on Re–tiring Chapter 11 Redefining Rich Bridging the Gap Between Means And Meaning The Seven Intangibles The Stewardship of Money Chapter 12 Moving From ROI to ROL (Return On Life) Moving from ROI to ROL The Money/Life Puzzle The Core of Financial Planning –Life at the Center Issues for Our Middle Years and Beyond Chapter 13 The Waiting Game: Navigating Social (In)Security Risky Business Learn to L.I.V.E. in Retirement Chapter 14 Maslow Meets Retirement Our Hierarchy of Financial Needs Paying the Bills Chapter 15 Calculating Income for Life Paying for Survival The Good Old Days Safety Money How Much Risk? Freedom Money Money to Give Dream Money Paying for Your Life Chapter 16 Don’t Go It Alone I Don’t Always Know What I Don’t Know We Are Tempted to Follow the Crowd Individual Investors Underperform Managing Money is Time–consuming and Stressful Finding a Wealth–Building Partner A Personal Safety Net Chapter 17 From Aging to Saging A Sense of Mastery The Vitamin Cs of Successful Aging Pumping Iron at 80 The Soul of Accelerated Aging Appendix Retiring on Purpose: A conversation about making this the most meaningful stage of Life yet Notes About the Author Index

MITCH ANTHONY is the founder and president of mitchanthony.com, a consulting firm that works with financial services organizations to promote transparency between advisors and their clients. He is a popular speaker and host of The Daily Dose, a radio program heard on stations nationwide. A go-to source for the media, Anthony has been quoted in The Wall Street Journa l, Kiplinger's Personal Finance , and The New York Times . His RetireMentors column appears regularly on CBS Marketwatch.com. Anthony is the recipient of Financial Planning magazine's "Mover & Shaker" award for his pioneering work in retirement and financial life planning.