Index
A
Achievement
Acupuncture
Affirmations
Age
biological, 1.1, 7.1, 8.1, 11.1
chronological versus biological, 1.1, 8.1
concept of
for retirement, 1.1, 1.2
Aging
illness associated with, 6.1, 7.1, 7.2
movement and
in place, 6.1, 6.2, 6.3, 6.4
reality check on
resources on, 11.1, 11.2
Alternative and complementary medicine, 7.1, 7.2, 7.3, 7.4, 7.5
Amortization
Annuities
Anxiety
Appreciation
Appreciative inquiry, 11.1, 11.2
Assisted living
Automatic Relationship Generators, 10.1, 10.2
B
Baby boomer generation, 3.1, 3.2
Balanced funds
Balanced Scorecard, 11.1, 11.2
Behavioral economics, 4.1, 11.1
Benevolence
Benevolent philosophy, 7.1, 7.2
Benson, Herbert
Bicycling
Biological age, 1.1, 7.1, 8.1, 11.1
Biological practices
Bio-Medical dimension of well-being, 2.1, 8.1
Bolles, Richard, 1.1, 11.1
Bonding relationships
Boredom, 6.1, 8.1, 9.1
Boxes of Life, Three
Bridging relationships
C
Calculator
life expectancy
longevity
retirement planning
Calling, 11.1, 11.2
Campbell, Joseph
Caregiver role, 10.1, 11.1
Challenge, 9.1, 9.2, 9.3
Chiropractor, 7.1, 7.2
Cohousing, 4.1
Communities. See also Geography
age-integrated
livable, 6.1, 6.2, 6.3, 11.1
in name only
physical configuration of
resources on, 11.1, 11.2
retirement
self-contained
social life of
types of
Complementary and alternative medicine (CAM), 7.1, 7.2, 7.3, 7.4, 7.5
Conformity
Conservative philosophy, 7.1, 7.2
Consumerism, 3.1, 9.1
Consumer values, 3.1, 3.2, 3.3, 11.1
Consumption economics
Conventional medicine, 7.1, 7.2, 7.3
Core values
activating, 3.1, 11.1
consumer values versus
importance of
Life Circles Exercise
shifts in
terms for
Countdown mentality
Courage
Csikszentmihalyi, Mihaly, 9.1, 9.2, 11.1
D
Debts, 4.1, 5.1
Decisions
based on values, 3.1, 3.2
gathering information for
high-stakes, 3.1, 5.1, 5.2, 6.1
principles of retirement and
what, how and why of
Decline, trajectory of
Demographics-based marketing, 3.1, 11.1
Diminishing returns
DORCs (developer-organized retirement communities)
Drucker, Peter
E
Eating
Education, standardized approach to
Elderhostel
Employer pensions
decreasing number of
defined
401(k) plans versus
history of
as retirement pillar (PERK)
tapping into
in three-legged stool metaphor
Employment. See Work
Engagement. See also Strengths
challenge and, 9.1, 9.2
flow state, 9.1, 9.2, 9.3, 11.1
happiness and, 9.1, 9.2, 9.3, 9.4
marketing messages and
planning for
relationships and, 10.1, 10.2, 10.3
resources on
strengths as key to
Equity, home, 2.1, 5.1, 5.2, 5.3
Essential region, 6.1, 6.2, 6.3
Exercising
Extroversion
F
Family
adopting
geography and
importance of
improvising
Family approach to retirement income, 4.1, 5.1
Fiduciary advice
importance of
Life Circles Exercise
retirement noncalculator
Fiduciary advisor, 5.1, 5.2
Fields of knowledge for well-being
Fight-or-flight response
Finances. See also Prosperity; Retirement income
geography and, 2.1, 6.1, 6.2
giving money
history of money
medical care costs
overview
resources on
retirement based on leisure and
retirement crisis and
Financial literacy, 4.1, 5.1
Financial planning services
Five pillars of retirement income (PERKS), 5.1, 5.2
Flex retirement
Flow state, 9.1, 9.2, 9.3, 11.1
401(k) plans
automated
changing jobs and
contributions
employer pensions versus
as retirement pillar (PERK)
in three-legged stool metaphor, 88–89
403(b) plans
457 plans
Four Ages of Life, 1.1, 3.1
Fourth Age of Life
aging in place and
caregiving needed in
described
marriage in
medical care in
Four truths of well-being
Freedom, 1.1, 5.1, 6.1, 11.1
G
Geo-Financial dimension of well-being
Geography. See also Communities; Home
aging in place, 6.1, 6.2, 6.3, 6.4
essential region, 6.1, 6.2, 6.3
finances and, 2.1, 6.1, 6.2
four layers (SALE) of, 6.1, 6.2
freedom of
health and
importance of, 2.1, 6.1
interests and
Life Circles Exercise
migration types
relationships and, 6.1, 6.2, 6.3
resources on
sense of place, 6.1, 6.2, 6.3
strengths and
universal design and
values and
Golfing
H
Happiness. See also Well-being
consuming versus creating
creating
described
as dimension of well-being
engagement and, 9.1, 9.2, 9.3, 9.4
entitlement to
four truths of
goal of
meaning and, 9.1, 9.2
pleasure and, 9.1, 9.2
prosperity and
research on, 2.1, 9.1, 9.2
resources on
three approaches to
three levels of
Health. See also Aging; Medical Care; Well-being
biological practices
described
as dimension of well-being, 2.1, 8.1
four truths of
geography and
as an intermediate goal
making lifestyle changes for
measuring
optimum
resources on
risk assessment, 8.1, 8.2
as vitality, 2.1, 8.1
Hedonism
Heroic philosophy, 7.1, 7.2
Home. See also Real estate
aging in place, 6.1, 6.2, 6.3, 6.4
equity, 2.1, 5.1, 5.2, 5.3
geography and
improvements
lifetime home
as retirement pillar (PERK)
universal design for
uses for in retirement
Humanity
I
Ideal Retirement
bringing the vision of into everyday world
creating a picture of
designing/planning, 2.1, 11.1
elements of, 2.1, 11.1
relationships in
resources on
well-being profile
your calling, 11.1, 11.2
Illness
associated with aging, 6.1, 7.1, 7.2
making decisions about
Improvisation strategy
Income. See Retirement income
Income portfolio
Information resources, 1.1, 11.1
Insurance products, 5.1, 7.1
Integrative medicine, 7.1, 11.1
Integrative philosophy
Integrity, 11.1, 11.2, 11.3
Interests, 3.1, 6.1, 6.2, 9.1, 9.2, 11.1
Introversion
Investing
automated
income portfolio
online calculator
real estate
rebalancing portfolio, 5.1, 5.2
resources on
types of
Investment advisor
J, K
Justice
Knowledge
L
Laslett, Peter, 1.1, 2.1, 11.1
Learning, 1.1, 1.2
Leisure
cost issues
new approach to
questions to ask yourself
retirement based on, 1.1, 1.2, 9.1
Life
evaluating your
making decisions about
stages of, 1.1, 11.1
Life Circles Exercise
about
biological practices
building relationships
core values
financial pillars
geographical place
medical care
psychological strengths
putting together
retirement autopilot approach
Life cycle funds
Life Cycle Hypothesis, 4.1, 4.2, 5.1
Life span, 173. See also Longevity
Life stages, 1.1, 11.1
Lifestyle. See Ways to live
Lifestyle funds
Lifestyle marketing
Lifetime home
Location. See Geography
Longevity
calculator
increase in, 8.1, 8.2
resources on
Longevity Class Reunion
M
Managed accounts
Management risks
Market economics
Marketing
lifestyle
target
values-based, 3.1, 9.1
Marriage
Martial arts
Meaning
happiness and, 9.1, 9.2
relationships and, 9.1, 10.1, 10.2, 10.3
Medical care. See also Health
access to, 7.1, 7.2, 7.3
aging and
changes in, 7.1, 7.2
complementary and alternative medicine (CAM), 7.1, 7.2, 7.3, 7.4, 7.5
conventional, 7.1, 7.2, 7.3
cost of
high- versus low-intervention, 7.1, 7.2, 7.3
integrative medicine, 7.1, 11.1
Life Circles Exercise
philosophy of
practitioners, 7.1, 7.2
Medical insurance coverage
Medicare, 4.1, 7.1
Meditation
Migration, types of
Modigliani, Franco
Money. See Finances
Mortgage
payments, 5.1, 5.2
reverse, 5.1, 5.2, 6.1
Motivation, 3.1, 3.2, 5.1, 8.1, 8.2, 11.1
Movement
Moving. See Geography
Mutual funds
N
Naturally occurring retirement communities (NORCs)
Neighborhoods
New retirement. See also Ideal retirement; Retirement autopilot approach; Retirement Well-Being Model
adopting a “family”
as “crown” of life
customizing a transition to
designing/organizing, 2.1, 4.1
improvising
reciprocal exchange strategy, 4.1, 4.2
three dimensions of
Nonrational agents
NORCs (naturally occurring retirement communities)
O
Old-fashioned retirement. See also Three-legged stool of retirement income
age for
choosing
designing
history of, 1.1, 4.1
income needed for
leisure in, 1.1, 1.2, 9.1
planning for
transitioning to
working toward
One Piece of Paper. See also Life Circles Exercise
P
Palmer, Parker, 10.1, 11.1
Pensions. See Employer pensions
PERKS (five pillars of retirement income), 5.1, 5.2
Personality traits
Peterson, Chris, 9.1, 11.1
Philosophy
financial literacy
medical
Pleasure
engagement versus
happiness and, 9.1, 9.2
marketing and selling
planning for
relationships and, 10.1, 10.2, 10.3
Population pyramid, 4.1, 4.2
Positive psychology, 9.1, 9.2, 11.1
Power
Prayer
Prescription drugs
The Principles of Scientific Management, 1.1
Productivity, 1.1, 1.2
Profit-sharing plan, 4.1, 4.2
Prosperity. See also Finances; Well-being
described
as dimension of well-being
four truths of
happiness and
as an intermediate goal
resources on
Prosperity dimension of well-being
Psychographics, 3.1, 11.1
Psychology, positive, 9.1, 9.2, 11.1
Psycho-Social dimension of well-being
Putnam, Robert, 10.1, 10.2, 11.1
Pyramid schemes
R
Radical medical philosophy
Rational agent approach, 4.1, 4.2, 5.1
Real estate. See also Home
amortization and appreciation
foreign
mortgage payments, 5.1, 5.2
as retirement pillar (PERK)
reverse mortgage, 5.1, 5.2, 6.1
Reciprocal exchange strategy, 4.1, 4.2
Reciprocity
Relationships
automatic generators of, 10.1, 10.2
bonding versus bridging
building, 10.1, 10.2, 10.3
convenience and
family, 4.1, 6.1, 10.1
geography and, 6.1, 6.2, 6.3
importance of
Life Circles Exercise
marriage
medical practitioners, 7.1, 7.2
planning
resources on
three levels of
trust and reciprocity in
in your Ideal Retirement
Relaxation practice
Research, 2.1, 9.1, 9.2
Resources, 1.1, 1.2, 11.1
Retirement. See also Ideal Retirement; Old-fashioned retirement
age for, 1.1, 1.2
alternative terms for
changes in, 1.1, 1.2
companions, helpers and advisors
crisis
customizing
as a gradual process, 1.1, 1.2
principles of
as stage of life
transitioning to
Retirement autopilot approach. See also New retirement
about
automatic systems for
fiduciary advice
financial education
five pillars (PERKS) of, 5.1, 5.2
Life Circles Exercise
Retirement Calling, 11.1, 11.2
Retirement communities
Retirement income. See also Finances
automated products and services
evaluating sources of
family approach to, 4.1, 5.1
five pillars (PERKS) of, 5.1, 5.2
income portfolio
for leisure-based retirement
number of years of
rational agent approach, 4.1, 4.2, 5.1
retirement crisis and
societal approach to, 4.1, 4.2, 4.3, 5.1
three-legged stool of
Retirement Medicine Cycle, 7.1, 7.2
Retirement Noncalculator
Retirement planning
age considerations
calculators
information sources
medical care
traditional view of
Retirement Well-Being Model
evaluating how you’re doing
as planning tool
recipe for
six aspects of
six fields of knowledge for
three dimensions of, 2.1, 3.1
values importance in
Retirement Well-Being Profile
Retreat
Reverse mortgage, 5.1, 5.2, 6.1
Roommates
Roosevelt, Franklin
Running
S
Savings
automated, 4.1, 5.1
difficulties with
history of
Life Cycle Hypothesis of, 4.1, 4.2
resources on, 11.1, 11.2
as retirement pillar (PERK)
societal approach to
in three-legged stool metaphor
Savings Incentive Match Plan for Employees (SIMPLE)
Schwartz, Shalom
Security
Self-development, 1.1, 1.2, 1.3
Self-direction
Self-hypnosis
Seligman, Martin, 9.1, 9.2, 9.3, 9.4
Sense of place, 6.1, 6.2, 6.3
SIMPLE (Savings Incentive Match Plan for Employees)
Skills
Social capital
Social network, 10.1, 10.2. See also Relationships
Social Security
age to apply for benefits
creation of, 1.1, 4.1
funding crisis
maximizing
as retirement income
as retirement pillar (PERK)
Societal approach to retirement income, 4.1, 4.2, 4.3, 5.1
Specialization, 2.1, 4.1
Spending-Saving Seesaw
Spiritual wisdom
Stages of life, 1.1, 11.1
Stimulation
Strengths. See also Engagement
discovering your, 9.1, 9.2, 9.3
geography and
Life Circles Exercise
personality traits versus
resources on
skills versus
themes, 9.1, 9.2
StrengthsFinder Profile
Swimming
T
Tai chi
Target funds
Target marketing, 3.1, 11.1
Taylor, Frederick Winslow
Television, 8.1, 8.2, 10.1
Temperance
Temptation economics
Third Age of Life
approach to retirement
average age
creating
as “crown” of life
freedom of
lifestyle marketing aimed at
as target market
Three Boxes of Life
The Three Boxes of Life and How to Get Out of Them, 1.1, 11.1
Three-legged stool of retirement income
described
employer pensions
personal savings
Social Security
Thrift Savings Plan
Transcendence
Trust
Truths of well-being
U
Universal design
Universalism
Universal values
V
Values
activating
consumer, 3.1, 3.2, 3.3, 11.1
core, 3.1, 3.2, 3.3, 11.1
geography and, 6.1, 6.2
importance of
marketing based on, 3.1, 9.1
shifts in
universal
Values Universe exercise
about
Core Values Activator
Questionnaires
Scoring Sheet
Ten Steps to Your Values
Value Orientations with a Sample of Specific Values
VIA (Values in Action) Classification of Strengths, 9.1, 11.1
VIA online survey, 9.1, 9.2
Victory
Visualization, 8.1, 11.1
Vitality, 2.1, 8.1, 8.2
W
Walking, 8.1, 8.2
Ways to live
geography and, 6.1, 6.2
health and
planning for
resources on
Weakness, fixing your
Well-being. See also Retirement Well-Being Model
defining
four truths of
as an organizing concept
profile
six fields of knowledge for
structure of
three dimensions of
Windows of opportunity
Wisdom and knowledge
Work
building relationships at
geography and
home as
as retirement pillar (PERK), 5.1, 5.2, 10.1