Fourth Quarter Fumbles: How Successful People Avoid Critical Mistakes Later in Life

by Dennis Stearns

Overview

Fourth Quarter Fumbles highlights 25 key fumbles that have the greatest chance of ruining the last quarter of your life. Get ahead of these fumbles and take proactive action! Understanding these fumbles and ways you can prevent them can help you live longer and have a happier, healthier fourth quarter of life.

Product Details

ISBN-13:	9780998445137
Publisher:	BookBaby
Publication date:	02/07/2018
Sold by:	Barnes & Noble
Format:	eBook
Pages:	224
Sales rank:	545,519
File size:	2 MB

About the Author

Dennis Stearns, CFP®, is a financial planner, futurist, entrepreneur, community leader, author, TEDx speaker, and the president of Stearns Financial Group, a fee-only investment management, financial, and business-planning firm with offices in Chapel Hill and Greensboro, North Carolina. • Dennis regularly leads best-practice workshops and delivers keynote presentations on investing and financial planning at local, regional, and national conferences. He was selected to be the facilitator at a major think tank in Boston for the leaders of the aging movement, including representatives from Social Security, Medicare, AARP, the Boston Center for Retirement Research, National Endowment for Financial Education, and many others. • He has been named “one of the leading financial scenario experts and futurists” by the Financial Planning Association. • Dennis is the author of several books, including CEO Road Rules: Right Focus, Right People, Right Execution. Road Rules was praised by Good to Great level-5 leader Daniel Jordt, former CEO of Walgreens. • He is an advisory board member for the Chamber Entrepreneur Launch program, a partner in a technology business accelerator and is treasurer and a board member for the Gateway University Research Park. • An active community leader, Dennis has earned two national Community Service Awards. • Dennis is a former chess expert and member of one of the winningest Pan-American chess teams in U.S. history. Today he coaches an inner-city chess club and plays chess with up to 30 people at the same time to raise money for children’s charities.

Table of Contents

Acknowledgements 1

Forward 3

Introduction 9

Chapter 1 Why So Many Seniors Fumble the Ball in the Fourth Quarter 13

Chapter 2 Keys to Fourth Quarter Happiness 38

Chapter 3 Making Better Decisions 59

Chapter 4 Having a Good Transition Plan 79

Chapter 5 A Balanced Financial and Investment Strategy 86

Chapter 6 Having a Good Reason to Get Out of Bed 96

Chapter 7 Wellness versus the Absence of Illness 105

Chapter 8 Social Networks Rule Even in the Fourth Quarter 126

Chapter 9 Communicate Until the Cows Come Home 134

Chapter 10 Thoughtful Estate Planning 146

Chapter 11 Getting Your Living Options Right 154

Conclusion: Avoid the Fumbles, Win the Game of Life! 165

Appendix 1 Fumble Likelihood Assessment 168

Appendix 2 Index of Potential Red-Zone Fumbles 189

Appendix 3 Values Assessment 191

Appendix 4 Mapping Your Time in the Fourth Quarter 193

Appendix 5 Resources, Notes, and References 194

Appendix 6 Fourth Quarter Fumbles Wheel Exercise 213

Appendix 7 Holmes-Rahe Life Stress Inventory 215