Talking to your adult children about all the issues you will face as you get older is often very difficult. This episode will give you a practical and empathetic approach to working with your children to discuss and plan all the decisions you will have to make. Bob will lay out the steps to prepare and hold a family meeting to open the lines of communication. He will address such critical areas as legal issues that can impact the family, end-of-life planning, health care planning, and passing on a legacy to the next generation.
About Bob Mauterstock:
Bob Mauterstock is an accomplished speaker, author, and sought-after authority on the financial concerns of baby boomers and their adult children. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations.
He set up his first registered investment advisory firm in 1982 (Financial Action Plans, Inc.) and began doing financial planning for clients. In 1987, he became a Certified Financial Planner specializing in retirement income planning, long-term care planning, investment management, and legacy planning and worked with hundreds of families throughout New England.
After selling his practice in 2009 and officially retiring as a financial planner, Bob began to focus his energy on coaching financial advisers to learn the skills to advise their clients on eldercare issues. He has been quoted in several publications and appeared on several radio programs. In addition, he has spoken to groups of financial advisors and their clients throughout the country.
Bob has also authored four books, Can We Talk? The Financial Guide for Baby Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children, Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity, and Caring for Your Elderly Parents: Timely Tips for Baby Boomers.
Bob received his undergraduate degree from Princeton University and a master's from UCONN. After graduating from Princeton, he served in the US Navy for over 4 years as a pilot in Helicopter Support Squadron 4. He holds the CFP®, ChFC, and CLTC designations.
Get in touch with Bob Mauterstock:
Visit the Bob’s Website: https://plan4lifenow.com/
Download Bob’s Handouts:
Website Mentioned During Interview: https://theconversationproject.org/
What to do next:
It is time to reframe how we think about midlife, the transition period of life between young adulthood and old age, as not a “crisis” but a chrysalis — where a profound transformation happens. In his book, Learning to Love Midlife: 12 Reasons Why Life Gets Better With Age, Chip Conley offers an alternative narrative to the way we commonly think of our 40s and beyond, and reminds us that life begins at 50 with the best of our days still ahead of us.
He began exploring the physical, emotional, mental, vocational, and spiritual transitions that happen in our 40s, 50s, and 60s with a desire to share his learning freely. People are living longer than ever before, and because of this midlife becomes even more of an important time in our life. This life stage opens the door to embracing new perspectives and ways of thinking that have the potential to change our lives.
In this program, you'll discover how to:
Note: This is an audio-only webinar.
Date: Tuesday, February 27, 2024
Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 7 AM Hawaiian)
Topic: Learning to Love Midlife: 12 Reasons Why Life Gets Better With Age
Speaker: Chip Conley, author, speaker, entrepreneur, and founder and CEO of the Modern Elder Academy
About Chip Conley
Chip Conley is on a midlife mission. After disrupting the hospitality industry twice, first as the founder of Joie de Vivre Hospitality, the second-largest operator of boutique hotels in the U.S., and then as Airbnb's Head of Global Hospitality and Strategy, leading a worldwide revolution in travel, Conley co-founded MEA (Modern Elder Academy) in January 2018 in Baja California, Mexico. Inspired by his experience of intergenerational mentoring as a “modern elder” at Airbnb, where his guidance was instrumental to the company's extraordinary transformation from fast-growing start-up to the world's most valuable hospitality brand, MEA is the world's first “midlife wisdom school” and has a campus opening on a 2,600-acre regenerative horse ranch in Santa Fe, New Mexico in April 2024.
Dedicated to reframing the concept of aging, MEA supports students to navigate midlife with a renewed sense of purpose and possibility. A New York Times bestselling author, Conley's seventh book, Learning to Love Midlife: 12 Reasons Why Life Gets Better with Age, is about rebranding midlife to help people understand the upside of this often-misunderstood life stage.
Baby Boomers look forward to retirement with a healthy dose of excitement and anxiety. They tend to be unprepared for the realities of retirement–neither do they anticipate the challenges nor have they planned sufficiently to take full advantage of the opportunities. In addition, many Boomers have perceptions of retirement that are, in essence, myths. Your Retirement Quest helps prospective and current retirees understand and address the challenges, recognize and debunk the myths, and set the stage for developing a holistic life plan that increases the odds of a fulfilling retirement.
In this episode, you'll discover:
About Keith Lawrence and Alan Spector:
Keith Lawrence has been a student of success for over 40 years, learning about how individuals, teams, and companies achieve their full potential. During his 32-year career at the Procter & Gamble Company, he traveled over three million miles to over 100 companies on his quest. Since “graduating” from P&G in 2009, he has consulted extensively, published several articles, spoken at numerous conferences, and sat on several boards and advisory councils. Keith catalyzes the book Your Retirement Quest and is one of the country's few certified retirement coaches. His wife, Sue, and he live in Cincinnati, Ohio, and enjoy spending time with their family, which is quickly growing with the arrival of grandchildren. He aggressively pursues his bucket list, strengthening his well-being and giving back to others to improve the world.
Alan Spector retired from a 33-year career with the Procter & Gamble Company in 2002 as Director of Worldwide Quality Assurance, having begun “practicing retirement” five years before. In retirement, Al pursues two of the passions of his youth: baseball and books. He continues to play baseball at age 70 and has coached his grandson's team. Al has written and published several books, including Your Retirement Quest, and numerous magazine and newspaper articles. He also consults extensively for companies and non-profits, works out daily, is an active community volunteer, leads a mentoring program at the high school from which he graduated, has sat on several boards, and is an active blogger. Al and his wife, Ann, live in St. Louis, travel widely, and enjoy their four grandchildren.
Get in touch with Keith Lawrence and Alan Spector:
Visit Keith and Alan’s Website: https://yourretirementquest.com/
Download Keith and Alan’s Handout: https://revolutionizeretirement.com/retirequestassessment
Buy Keith and Alan’s Book: https://revolutionizeretirement.com/spector
What to do next:
Episode Guest: Ken Dychtwald, Ph.D., a pioneer in the aging field and a gerontologist, psychologist educator, lecturer, consultant, entrepreneur, and expert on aging-related issues
Thanks to extraordinary medical, demographic, and economic shifts, most of us will live unprecedentedly long lives. Consequently, the world is witnessing a powerful new version of retirement-the Third Age-driven by the power and needs of the massive Baby Boomer generation. Consumers over 50 now account for more than half of all spending and control more than 70% of the country's net worth.
How will work, family, health, leisure, money, success, purpose, and retirement be transformed in the years ahead to accommodate two billion people over the age of 60 worldwide?
In this episode, you'll discover how individuals and businesses can best prepare to thrive in a new era where the needs and demands of third agers will set the lifestyle, health, social, marketplace, and political priorities of generations to come.
About Ken Dychtwald, Ph.D:
Over the past 40+ years, Dr. Ken Dychtwald has emerged as North America's foremost visionary and original thinker regarding the age wave's lifestyle, marketing, health care, economic and workforce implications.
Ken is a psychologist, gerontologist, and best-selling author of 17 books on aging-related issues, including his latest book with Robert Morison, What Retirees Want: A Holistic View of Life's Third Age. He was the executive producer and host of the highly-rated/acclaimed 2007 PBS documentary, The Boomer Century: 1946-2046, which aired over 2,000 times on PBS stations nationwide.
Since 1986, Ken has been the Founder and CEO of Age Wave, a firm created to guide companies and government groups in product/service development for boomers and mature adults. His client list has included over half the Fortune 500 companies. Ken has twice received the distinguished American Society on Aging Award for outstanding national leadership. American Demographics honored him as the single most influential marketer to baby boomers over the past quarter-century.
Ken and his wife, Maddy, recently received the Esalen Prize for their outstanding contributions to advancing the human potential of aging men and women worldwide. In 2018 he was awarded the Inspire Award from the International Council on Active Aging for his exceptional and lasting contributions to the active-aging industry and for his efforts to make a difference in the lives of older adults globally.
Get in touch with Ken:
Ken's book: What Retirees Want: A Holistic View of Life's Third Age
Ken's website: https://agewave.com/
Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at
Episode Guest: John Leland, New York Times journalist and author
What can we all learn about living better from people who have lived long enough to know something about life? John Leland, an award-winning New York Times reporter, spent a year following six people over age 85, expecting to write about the hardships of growing old. Instead, he got a wealth of lessons that surprised him. In a culture that worships youth, older people are more content, less stressed, and better able to deal with loss than younger people. The good news about old age, as Leland wrote in his book Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old, a New York Times bestseller, is that there is good news of old age.
The answer came from an unexpected place: from the lives of six people age 85 and up. He expected them to educate him in the hardships of old age. Instead, they taught him lessons of resilience, gratitude, purpose, and perspective that apply to people of any age. All had lost something – spouses, mobility, their keen eyesight or hearing. But none had lost everything. And they defined their lives by the things they could still do, not by what they had lost.
Sociologists call this the “paradox of aging.” As much as our culture obsesses over youth, older people are more content with their lives than young adults. They're less stressed, less afraid of death, better able to manage whatever difficulties come their way – even when their lives are very, very hard. The good news about old age is that there is good news. And the better news is that we can all learn from our elders' wisdom and experience. Whatever your age, it's not too late to learn to think like an old person.
In this episode, you'll learn their strategies for cultivating:
About John Leland:
John Leland is a reporter at the New York Times, where he wrote a year-long series following six people age 85 and up, which became the basis for his new book, Happiness Is a Choice You Make: Lessons from a Year Among the Oldest Old, a New York Times bestseller. Before joining the Times in 2000, he was a senior editor at Newsweek and editor-in-chief of Details magazine.