Essentials of Excellence

Special Edition Essentials of Excellence Podcast Special Edition Essentials of Excellence Podcast

Special Edition Essentials of Excellence Podcast

What are top Advisors doing that makes them successful? Find out with The Essentials of Excellence Podcast. Our network of practice management and industry experts offer practical, real-life solutions for defining, growing and managing your business - sales, referral and relationship building tips you can use immediately.

Special Edition Podcast:
The New Retirementality

In this special podcast, Peter Nulty interviews Mitch Anthony, the author of The New Retirementality. What he has to say in this podcast may help you in having the retirement conversation with your clients.

"The old idea of a cold turkey cessation of work and nothing but leisure the rest of your life no longer fits our times or the people in it".
"Current events only affirm what I've been saying".
"Fifty-percent of Americans are planning on working longer than they expected".
"A lot of them are going to realize that it is, in fact, a blessing in disguise".

July 7, 2009

The New Retirementality

Mitch Anthony – Author of The New Retirementality

Download

About Mitch Anthony
Mr. Anthony is the Founder and President of newretirementality.com as well as mitchanthony.com, whose companies include Advisor Insights, Inc., The Financial Life Planning Institute, and practicetools.net. Mitch has been quoted in publications such as the Wall Street Journal, Kiplinger’s Personal Finance, and themotleyfool.com as an expert on the changing face of retirement.

Recent Editions
Listen to more Essentials of Excellence Podcasts by practice management and industry experts including Stephen Harvill – Founder and President of Creative Ventures and Dr. Rick Jensen – founder of the Performance Center at PGA National and a nationally recognized performance consultant and sport psychologist. Plus, National Sales Managers and Sales Professionals share best practices of Top Producers.

What's happening on Wall Street? How does it affect your portfolio? Find out as veteran journalist Peter Nulty

interviews mutual fund managers and industry experts. No spin. No hype. Just the latest investment news. Listen or subscribe.

The Wells Fargo Daily Advantage is a witty, insightful, market recap delivered daily to your inbox. Sign up to receive it daily.

New RetirementalityIt’s a play on words to help your clients to start thinking differently, perhaps, about what retirement means to them. And it's the title of a bestselling book authored by our guest Mitch Anthony who says, "It’s never too late to be what you want to be." That’s encouraging! So how has retirement changed? What is the new retire-mentality?

Back to the feature podcast

Peter Nulty is the writer/editor of Wells Fargo Daily Advantage^®. Peter was a member of the Board of Editors of Fortune magazine, where he covered energy, technology, and Wall Street for more than two decades. After leaving Fortune, Peter worked at McKinsey & Co. and participated in setting up CNBC's Web site, CNBC.com. His unique writing style and his take on the business world's ups and downs makes Daily Advantage a quick, informative read – with a little fun thrown in as well.

Back to Peter Nulty.

This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds^®, an EdVest^SM program description(PDF), and a tomorrow's scholar^® program description(PDF).

For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

Not FDIC Insured • No Bank Guarantee • May Lose Value

©2010 Wells Fargo Funds Management, LLC. All rights reserved. EdVest and tomorrow's scholar are state-sponsored 529 college savings plan administered by the Wisconsin Office of the State Treasurer. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Advantage Funds, EdVest, tomorrow's scholar plans, and Wells Fargo Managed Account Services. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds and shares in the 529 plan are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.