The Retirement Wisdom podcast

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Rebecca Ferguson (A HOUSE OF DYNAMITE) 39:04

7 hari yang lalu39:04

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39:04

For the first time, Skip Intro goes to The Paris Theater in Manhattan to sit down with Rebecca Ferguson who stars as Captain Olivia Walker in A HOUSE OF DYNAMITE . Directed by Oscar-winning Kathryn Bigelow, the film was screened this month at the historic 535-seat theater — NYC’s longest-running arthouse cinema. Ferguson shares what it was like to read the powerful script written by Noah Oppenheim and how working with Bigelow was unlike any other experience on set. The Mission Impossible actor also talks about jumping off the roof of the Vienna State Opera with Tom Cruise, Denis Villeneuve’s love of veils and jingle jangles in Dune , and teases Netflix’s upcoming Peaky Blinders movie with Cillian Murphy. Video episodes available on Still Watching Netflix YouTube Channel. Listen to more from Netflix Podcasts .…

The Retirement Wisdom Podcast

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Retire Smarter

100 episode

#Podcasting Education #Self-Improvement #Retirement Wisdom

The Retirement Wisdom Podcast

updated 4 hari yang lalu

Beranda serial•Feed

Retire Smarter

100 episode

#Podcasting Education #Self-Improvement #Retirement Wisdom

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The Retirement Wisdom Podcast

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Re-Visioning Retirement – Susan Reid, PhD 26:28

4 hari yang lalu26:28

26:28

What if retirement isn’t the end of something — but the beginning of something better – and deeply meaningful? Dr. Susan Reid thought she was ready for her next chapter when she retired early from her career as a university professor. But within weeks, she realized she’d gone from 100% full throttle to zero — and felt adrift. That awakening led her on a powerful journey to re-vision retirement — for herself and for the millions of others who feel they’re “ not done yet. ” In this conversation, Dr. Reid shares the insights from her research and personal experience — about identity, purpose, and how to craft a clear vision for the next phase of life. You’ll hear how to move from “what am I leaving?” to “what am I moving toward ?” and how meaning, contribution, and joy can fuel a longer, healthier, and more fulfilling life after you leave full-time work behind. If you’re planning your own next act — or helping someone who is — this episode will change how you think about what comes next. Susan Reid joins us from Halifax. _____________________________ Bio SUSAN REID is an award-winning expert on the topic of vision. Until 2021, Susan was a tenured professor of marketing and entrepreneurship at Bishop’s University in Lennoxville, Quebec. As a teacher, researcher, and keynote speaker, she works at the intersection of marketing, innovation, and user-focused design, with an in-depth focus on the topic of vision, particularly for older adults and entrepreneurs. Her book on Entrepreneurial Vision: A guide for charting and implementing the vision process (co-authored with Charles Crawford). Susan is also the co-founder of Domaine Pinnacle, a pioneering Canadian producer of craft ciders and spirits. When she retired at age 57, after years of helping businesses and individuals develop their visions, Susan realized, to her surprise, that she had not set a vision for her own retirement. This led her to develop a workbook (Re-Visioning Retirement ) for people just like her. Susan holds a Bachelor of Science degree from Queen’s University, an MBA from McGill University, and a Ph.D. from Concordia University’s John Molson School of Business. _____________________________________ For More on Susan Reid Re-Visioning Retirement: A Workbook Website ______________________________________ Podcast Conversations You May Like Joyspan – Kerry Burnight, PhD The Power of Reinvention – Joanne Lipman When Will You Flip the Switch? – Dr. Barbara O’Neill Make Your Next Years Your Best Years – Harry Agress, MD ________________________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ______________________________ Wise Quotes On Retirement and Meaning “Most people after they retire feel like they’re not done — they want to create meaning, but many don’t know how to go about it.” On Transitioning to Retirement “I went from 100% full-out work to 0% in just a few weeks. That was a real eye-opener — and it made me realize how many others feel the same.” On Vision “Vision is a cinematic preview of the world you want to see. When you hold a clear vision, you stack the deck in favor of success.”…

The Retirement Wisdom Podcast

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What Matters Most – Diane Button 33:54

7 hari yang lalu33:54

33:54

What does it mean to live life fully — without any unfinished business? Today’s guest, Diane Button, knows the answer. As a compassionate end-of-life doula and author of What Matters Most: Lessons the Dying Teach Us About Living , she’s spent years walking beside people at the end of life — and she’s learned lessons that help all of us live more fully right now. In this podcast conversation, Diane shares what she’s learned about forgiveness, gratitude and legacy — and how each of us can create peace long before the final chapter. You’ll hear touching stories of regret, reconciliation, and joy — including how one man’s “joy counter” became a simple but profound reminder to notice beauty in everyday moments. If you’ve ever wondered how to live more intentionally, strengthen your relationships, and make sure nothing important is left unsaid — this episode will move you, inspire you, and change how you think about how you want to use your time. Diane Button joins us from California. ________________________ Bio Diane Button is a founding partner of the Bay Area End-of-Life Doula Alliance in Northern California, a frequent podcast guest, and best-selling author of several books related to end-of-life, meaningful living, and the growing impact of death doulas worldwide. She is an instructor at the University of Vermont’s End-of-Life Doula Certificate Program and was a former board member of the National End-of-Life Doula Alliance (NEDA). She holds a master’s in counseling psychology from Goddard College in Vermont. Her master’s thesis, The Components of a Meaningful Life, became the genesis for her life’s work of supporting people to find meaning, comfort, joy, and peace in life and in death. Diane’s best-selling books have been featured on numerous programs and podcasts, inspiring others to leave a meaningful legacy. Her other books include the best-selling titles Dear Death: Finding Meaning in Life, Peace in Death, and Joy in an Ordinary Day which combines the insights gained from her research on “The Four Pillars of a Meaningful Life,” with over a decade working with hospice and doula clients in their final days and The Doula Tool Kit: The Complete Practical Guide for End-of-Life Doulas & Caregivers, which was co-authored by Angela Shook and Gabby Jimenez. In October of 2022, during the pandemic, Diane wrote an article that went viral article for Maria Shriver’s Sunday Paper that remains widely-read and one of their most popular articles. What Matters Most: Lessons the Dying Teach Us About Living is her latest book, written at the invitation of Maria Shriver and published by Penguin Random House. Diane is also a breast cancer survivor. Immediately following her diagnosis of breast cancer at 48, Diane and her young children established the nonprofit Dream of a Better World. Through grassroots fundraisers and local events, they have supported underserved children and families around the world. Their motto is: “You’re never too young or too old to make a difference!” _________________________ For More on Diane Button Website What Matters Most: Lessons the Dying Teach Us About Living __________________________ Podcast Conversations You May Like The Well-Lived Life – Dr. Gladys McGarey Live Life in Crescendo – Cynthia Covey Haller The Inspired Retirement – Nathalie Martin __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . __________________________ Wise Quotes On What Matters Most “Death is just one day. All the other days are for living fully.” On Unfinished Business “Just being in the moment, which means pausing which means looking people in the eye, which means having deep conversations…not being afraid to say how I feel to have to live my life with a clean slate – so that I don’t walk around carrying unfinished business with people. More than anything, I say I’m sorry. I say I love you. I say thank you. I show up for my friends and people in my life so that if this were my last day everybody knows that I love them and everybody knows that I’m sorry for the things that I’ve done. I think it’s really important because if we don’t say the words now they build up and at the end of life it can be just so excruciating to watch somebody who hasn’t healed something from their past scrambling to get it done at the end of life. So I think I’ve learned that lesson and I really try to stay on top of that.” On Joy “The real beauty of life lies in the simplicity of an ordinary day — the coffee on the porch, the laughter, the quiet moments. That’s where joy lives.”…

The Retirement Wisdom Podcast

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Less is Liberation – Christine Platt 29:48

14 hari yang lalu29:48

29:48

What if doing less could actually give you more? Author and minimalist Christine Platt, known as The Afrominimalist , joins us to explore how letting go of clutter—physical and emotional—can lead to a life of greater intention, peace, and purpose. Her new book, Less Is Liberating, challenges the myth that our worth is tied to our busyness or possessions. In this conversation, Christine opens up about her own transformation—from attorney, federal government leader, to writer and minimalist—and shares how living with less helped her rediscover herself after parenting, career, and overwhelm. If you’ve ever struggled with the question “Who am I now?” or felt burdened by the weight of “shoulds,” you’ll want to listen closely. This episode is about redefining freedom—not just freedom from, but freedom for—the life you truly want in retirement. Christine Platt joins us from Washington, DC. In This Conversation, You’ll Learn: – How Christine’s minimalist journey began—and what she discovered about consumerism and identity. – Why overwhelm became her “baseline” and how she learned to listen to her body’s warning signs. – What the “five wells” of wellness reveal about balance and self-care. – How limiting beliefs form—and how they shape our behavior long after we leave work. – The powerful distinction between freedom from and freedom for in retirement. – How to reclaim your time, your energy, and your sense of self. _______________________ Bio Christine Platt is the author of Less Is Liberation: Finding Freedom from a Life of Overwhelm . a multi-hyphenate, multi-genre author whose work centers the journey of personal liberation—inviting readers to examine, release, and reimagine the narratives that shape their lives. From adult fiction and lifestyle to children’s literature and cultural commentary, Christine’s expansive body of work defies genre limitations by centering an empowering throughline: understanding and achieving personal liberation. With each book, Christine affirms what she knows to be true: liberation is not a destination—it is a way of being. And through the power of storytelling, she helps others find their way. Christine holds a Bachelor of Arts in Africana Studies, Master of Arts in African and African-American Studies, and a Juris Doctorate from Stetson University College of Law. _______________________ For More on Christine Platt Less Is Liberation: Finding Freedom from a Life of Overwhelm Website _______________________ Podcast Episodes You May Like Keep the Memories, Lose the Stuff – Matt Paxton The Joy of Saying No – Natalie Lue Stop People Pleasing – Hailey Magee ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ________________________ Wise Quotes On Overwhelm “When overwhelm is your baseline, you’ve stopped listening to your body. The work is learning to pause and ask: which of my wells needs care right now?” On Becoming an Empty Nester “I realized I’d spent the majority of my adulthood mothering.It was like all I knew how to do. And so when our daughter went off to college,there were times that the the silence and the space felt very unsettling, right? When, as a writer, you have a project you’re always head down, it’s kind of siloed anyway. But when you don’t have a project, it’s even more quiet. And I just found myself like, filling, filling, trying to just fill that space. And coming to ultimately realize that overwhelm was kind of my baseline, like my body didn’t know, it felt unfamiliar to not be overwhelmed. And like, Man, I should be doing something, I should be doing something. And then I was doing too much. On Less I feel like [less] is a word that unfortunately has gotten a bad rap. I hope this book Less is Liberation: Finding Freedom from a Life of Overwhelm will give it a rebrand. But I feel like we tend to associate that word with scarcity, with loss, with lack – it has like a negative connotation. And almost because we never really fill in what comes after that, which is, it does leave you room for so much more of what you want and enjoy.” On the Five Wells of Wellness “She explained to me the five foundations of wellness. And she said, we look at your physical health – how are you? How’s your body? How’s your movement? How are you resting? How are you eating? We look at your mental health. Are you problem solving? Are you processing new information? Are you reading a book? Are you listening to an amazing podcast, and learning something new each day? We look at your emotional health, are you able to emote? Do you feel your feelings or do you suppress them, escape them, or try to outrun them? And she said, we look also at your social health. What’s your friendship circle like? What are your interpersonal relationships like? And then we look at your spiritual health, which is less about religion and more about how are you feeling? What contributions are you making to the world? Are you doing meaningful work? Have you done meaningful work before you retired? What do you want to do now in terms of volunteering? And she said, this is not, you know, alternative medicine. This is traditional medicine, I am a licensed medical doctor. And this is the diagnostic tool that we use. And she said, if any one of those areas of health is deemed in need of care, it can be anything from you’re not getting enough rest. If you’re just your physical health is deemed off.” On Identity and Freedom “…as opposed to just, how can I just fill up my calendar? Do I need to be saying yes to everything? I love that you asked about those two facets of freedom, because I think it goes so well with the debt identity. For so long, our careers are a big part of our identity. For so long, mothering was a big part of my identity. And so I didn’t really have the freedom of identity to just be Christine. I didn’t even know what that looked like. There were some people that didn’t even know my name, I was just Mala’s mom. And so, it really becomes a big part of your identity. And then all of a sudden, you’re retired, you have this time. You don’t have the sort of tethering to some of the titles and responsibilities that came with the work that we did. And you just find yourself almost kind of floating, like, who am I? And so that identity really allows us to think about this life that we’re seeking freedom for. And I feel like this is the first time probably since I was a young woman, that I belong to myself. A lot of the beliefs, behaviors, and identities that we know aren’t serving us anymore.” On Overcoming Fear “There’s, there’s fear that is there.Usually like what’s at the crux of it is fear, you know, and I talked to folks that are decluttering their homes for the first time and letting go of things for the first time. There’s a very real fear of: What if I still need this? What if I let this go and it’s a mistake? When it comes to our identities and beliefs, it’s a very real fear. How are people going to perceive me when I’m no longer the person who is so helpful? And it was a very painful experience to see how many of the relationships in my life were transactional…and which are genuine connections.”…

The Retirement Wisdom Podcast

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A Serendipitous Second Act – Richard Moran 28:59

21 hari yang lalu28:59

28:59

What happens when a sleepless baby, a Victorian fixer-upper, and a vineyard come together? For Richard Moran, it sparked a multi-year journey of transformation—from corporate boardrooms to wine country. Along the way, he discovered lessons about serendipity, risk-taking, family, and building a place that lasts for generations. In today’s conversation, Richard shares his story of balancing a high-flying consulting career with the slower rhythms of grapevines, why creating a family gathering place matters in retirement, and the life lessons he lives by. _______________________ Bio Richard Moran is the author of The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country . Besides being a winemaker and a preservationist, Richard Moran’s background includes serving as a CEO, a college president, a venture capitalist and an author he is an authority on workplace issues and hosts a weekly radio program on KCBS, “In the Workplace” and has written ten books about management. Rich has also served as a director on public and private corporate boards. He lives in California’s Wine Country. Moran has served as a CEO, a college president, a venture capitalist, and a top-level consultant. He is a set of one. He has worked for or with some of the world’s leading organizations including Accenture, Apple, News Corp, American Airlines, PG&E and many others. He prides himself on his matter-of-fact manner of consulting and believes that many parts of the business world are needlessly complicated. Moran holds a Ph.D. in organization behavior but his work is not academic. Research is important but he believes what is just as critical are the observations one can make by being in the “trenches” _______________________ For More on Richard Moran The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country _______________________ Podcast Conversations You May Like Take the Detour – A Second Act Story – Melissa Davey The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ____________________________ Wise Quotes On Transitioning to a New Life “I was on a conference call with a big time CEO and I was trying to do two things at once. I was clipping grapevines at the same time. And the CEO said, what’s that noise? What’s that noise? And I knew right then that I had switched, I had gone to the country where life is a little simpler than it is trying to meet flights and put together a PowerPoint presentation.” On Creating a Place People Want to Visit “What we wanted to create was a place and we created it. This place is still alive. We didn’t make it into a museum. We live here. And I think finding a place for you and your family at any time in your life, but especially as you grow older where you want people to come visit, you want people in retirement to come and say, Hey, I want to visit. We don’t want to—I don’t want you to drag your ass here just because you’re my grandpa. I want people to come visit and they do.” On Intentions “Actions follow intent. If you know what your intentions are, then you know what your actions are that might lead to that intention.”…

The Retirement Wisdom Podcast

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Healthy to 100: Lessons From Abroad – Ken Stern 27:37

28 hari yang lalu27:37

27:37

What if the secret to a longer, healthier, and more purposeful life isn’t about diets or exercise routines, but about connection, purpose, and how we approach aging itself? In this conversation, Ken Stern author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives . He shares powerful lessons from his travels across Asia and Europe, where he studied some of the most vibrant societies with a track record of longevity. From intergenerational living to lifelong learning, Ken challenges the way we think about retirement and shows how our later years can be a time of renewal, engagement, and meaning. If you’ve ever wondered how to thrive in the decades ahead, this episode will give you a fresh perspective—and the motivation to design your own path. Ken Stern joins us from Washington DC. _________________________ Bio Ken Stern is the Founder of the Longevity Project, which fosters public conversation on the impact on longer lives on civil society, and engages a global audience through events, research and newsletters. Stern is the host of the award-winning podcast Century Lives, from the Stanford Center on Longevity. Stern is the author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives . He has also been a regular contributor to a diverse group of publications such as Vanity Fair, The Atlantic, and Slate. He is also the CEO of Palisades Media Ventures, a Washington D.C. thought leadership company. Stern was previously the CEO of National Public Radio. Prior to joining NPR, Stern was a senior executive in American International Broadcasting, beginning his media career with Radio Free Europe/ Radio Liberty in Munich. Stern, a lawyer by training, holds degrees from Haverford College and Yale Law School. He lives in Washington, DC with his wife Beth and their son Nate. __________________________ For More on Ken Stern Healthy to 100: How Strong Social Ties Lead to Long Lives __________________________ Podcast Conversations You May Like The Super Age – Bradley Schurman Joyspan – Kerry Burnight, PhD Retiring: Creating a Life That Works for You – Teresa Amabile ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ____________________________ Wise Quotes On Intergenerational Relationships “The countries I visited were Japan, Singapore, South Korea, Italy, and Spain. And I picked them because they’re among the longest-lived and the healthiest countries, but there are others. I picked them because in some ways they’re actually challenging countries. They’re not ideal. Singapore is hot and notoriously stressful. People in Spain really smoke a lot and they drive terribly. Their income is not as high as other places. There are a lot of things that says they shouldn’t be as healthy as they are. So I wanted to know what was their secret sauce. When you write a book like this, Joe, as you probably know, you do a lot of research in advance and have a lot of conversations. So in some ways it’s not really set up for surprise, but there were things that surprised me. One was, so I’ll mention two things. There are a lot more than that, but I’ll mention two things. One that surprised me, that was uniform across, they all have somewhat different approaches to longevity and social connection. But one thing that was uniform was the deep commitment of each of those societies to intergenerational relationships. In the U.S., back to table 23, we actually think it’s natural to divide people based upon their age. They were all those countries. both directly and indirectly, had all sorts of strategies of bringing the generation together for the good of the young and for the good of the old. So that was one thing that was surprising about sort of the uniformity of that across all those societies.” On Working Longer “In Japan, I met workers in their 80s and their 90s. In Korea, I met people who were engaged in lifelong learning and, gained degrees at the same age. In Italy, people were volunteering into their 80s and 90s, and sometimes it was hard to tell who were volunteers and who was being served. The thing that actually sort of got me is that every time I asked them, all those people, almost 100%, how long they wanted to keep doing what they were doing, whether it was working or learning or volunteering or taking care of family members, the answer is almost uniformly until I can’t. And that was sort of the anthem of the trip, until I can’t. There was no notion that like at 65 I have to turn it off or 62 I’m supposed to stop doing things. The answer was I get vitality from what I do, I get meaning and purpose, and I’m gonna keep doing that until the day I can’t.” On Cultivating New Relationships in Retirement “The first thing I’m going to say is don’t retire or don’t retire casually, right? Or don’t retire because you think it’s time to retire. So I’ll start with that. But a lot of people can retire and they retire at different ages and I’m very big on the importance of work as part of community, but that’s not going to be for everyone. And even in Japan, which has the highest percentage of older workers, only roughly half of people between 65 and 70 still work. So there are millions of people who can retire. So I think the thing is, the first thing I say is treat those years after retirement the same way you’ve achieved the years before retirement.You have a plan, think about how you’re going to be engaged. Don’t treat those years as any less valuable than the years that preceded it. So maybe work, maybe part-time work, it might be volunteering, it might be lifelong learning, it might be the clubs you’ll join, the groups you’ll form. But treat it with the same seriousness and purpose. It’s really hard, as you said, to often replace those networks. You spend 40 years or so at work building up relationships, talking to people every day. They may or may not be your friends, but they’re your network. They’re the people who you engage with. And then they’re gone. I’m almost in the snap of the finger. And you can’t just replace that unless you’re looking for other ways to engage with people and with ideas.So my friend, Mark Friedman, who’s also written great books on the subject, says that we’re sort of designed like jigsaw puzzles that fit together, the generations fit together. And I think what sort of the evidence shows and these things I saw is that just an enormous value that different generations bring together, it works, and it’s a lot of different contexts.It’s when you have multi-generational workforces, multi-generational work groups, they tend to do better than single generation work groups. They bring different ideas, different experiences, and it’s true in community as well. When you find ways to bring the generations together, people do better. Kids do better, tons of evidence about how that multi-generational having people who aren’t members of the family is actually the single most important thing in terms of childhood development. But it’s also really good for older people, whether you’re 50 or 60 or 70, just the opportunity, the vitality the young people bring to you, the opportunity to learn from other generations to have purpose in raising the next generation.”…

The Retirement Wisdom Podcast

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The Art of Relationships with Adult Children – Francine Toder, PhD 37:43

5 weeks yang lalu37:43

37:43

Parenting doesn’t end when your kids grow up — it just changes. And for many, that shift can be confusing, frustrating, and even painful. How do you move from being the authority to being a supportive “peer”? And what do you do when your hopes for your adult children don’t align with who they’ve become? Today, we’re joined by Dr. Francine Toder , a clinical psychologist to discuss her new book Your Kids are Grown: Parenting 2.0 – With Strategies for Moving On . Drawing on decades of research, therapy, and her own lived experience, Dr. Toder shares practical wisdom on how to navigate this often-overlooked stage of family life. You’ll learn how to let go, listen with empathy, and focus on your own growth while building stronger, healthier relationships with your adult kids — and perhaps, rediscovering yourself in the process. Francine Toder joins us from California. __________________________ Bio Francine Toder, Ph.D. is an emeritus faculty member of California State University, Sacramento and is a clinical psychologist retired from private practice. She is the author of 5 books. Her newest book is Your Kids are Grown: Parenting 2.0 . Her extensive writing on diverse topics appears in magazines, professional journals, newspapers, blog sites and as edited book chapters. She resides in the San Francisco Bay area where she tries to practice the cello daily. ___________________________ For More on Francine Toder Your Kids are Grown: Parenting 2.0. Website ___________________________ Previous Podcast Conversations with Francine Toder The Vintage Years – Dr. Francine Toder Inward Traveler – Francine Toder PhD ___________________________ Podcast Conversations You May Like All Grown Up – Celia Dodd How to Reconnect with an Estranged Adult Child – Tina Gilbertson ___________________________ Mentioned in This Podcast Episode How Did the Latchkey Kids of Gen X Become the Helicopter Parents of Gen Z? by David French ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _________________________ Wise Quotes On Leveraging Curiosity “…when you step back and realize that that other person or those other persons are not you and you are curious about learning about them, then that becomes positive. I think when you try to equalize power, you know, when your kids are really young, when they’re under 18 or 21, you have all the power legally, socially, everyone expects that. And then to suddenly switch off and recognize this human as an independent person with their own ideas, thoughts, values, wishes, plans, it’s pretty tough. And so one of the goals is to equalize power and to realize that advice offered by one adult to another. is acceptable but needs to be two-way. Give help only if it’s invited. This is probably the hardest thing that parents, whether you’re parenting a newly empty nest child or you’re parenting a, you know, a 35 or a 50-year-old child.” On What Adult Children Want “Let’s start with what they don’t want. What was effective before won’t work now. Role modeling, which is effective with children, is experienced as patronizing. Rewarding positive behavior is interpreted as demeaning. Providing guidance is seen as meddling. So you can’t do that. Limit setting is irrelevant. You can’t do that with adult children. You can do that with kids and it’s really hard to let go of that. If you’re supporting them and they’re, they’re still in college or they’re in their 20s, but they’re kind of floundering financially. You may feel like you have power, but if you do that, you’re going to alienate them. You have to be able to negotiate with them. The teacher-learner model is obsolete. So it has to be a new model. And there’s really much to learn from our adult kids, if we step out of our parent as teacher role.” On What Matters Most “Listening. Adult kids want you to hear them but not to problem solve for them. So in conversation with them, listen more than 50 percent of the time. It doesn’t mean listening where you’re listening for a break in what they’re saying, so you can jump in and rehearse in the meantime what you are wanting to say because that won’t work. Because they’re adults, they have their own ideas about things. Be more curious and have more wonder than advice-giving. Be open to hearing about who they are because they may have very different ideas than you, and they may have merit.You don’t have to see the world exactly like they do. You haven’t failed if they don’t mirror you exactly, and empathic listening. Try on their ideas. Be open to hearing what they think. Because they’re adults, they have their own ideas about things. Be more curious and have more wonder than advice-giving. Be open to hearing about who they are because they may have very different ideas than you, and they may have merit. You don’t have to see the world exactly like they do. You haven’t failed if they don’t mirror you exactly, and empathic listening. Try on their ideas. It’s true that today everything is very polarized, but be open to hearing because if you’re not open to hearing it, then you can’t have a relationship.”…

The Retirement Wisdom Podcast

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The MasterChef Dentist’s Fight vs. Cancer: Food as Medicine – Chris Walinski 35:34

6 weeks yang lalu35:34

35:34

Our guest today, Dr. Chris Walinski, is a dentist, researcher, MasterChef contestant, and prostate cancer survivor. His story is an inspiring one of persistence, adaptation, reinvention and turning adversity into advocacy. Chris shares how his childhood independence led to a lifelong passion for cooking, how his wife nudged him into the MasterChef spotlight, and how a life-altering cancer diagnosis reshaped his perspective on food, prevention, and living fully. You’ll learn: – What Chris learned from competing on MasterChef (and from Gordon Ramsay…) – How his cancer journey shifted his mindset on prevention, nutrition, and resilience – The role of antioxidants, anti-inflammatory foods, and gut health in longevity – The top prostate-friendly foods – The importance of cutting back on ultra-processed foods, red meat, alcohol, and sugar – Chris’s lessons on reinvention in midlife and retirement ________________________ Bio Dr. Chris Walinski has been an author, inventor and trusted expert in dentistry for over 25 years and has authored a dental text that has been translated into 10 languages. He is one of the earliest dentists to use lasers in dentistry, Dr. Walinski has been called upon to make presentations around the world at professional conferences and universities. Since 2004, he has taught thousands of doctors on the topics of cosmetics, minimally-invasive dentistry, technology and the use of lasers. His lectures have taken him to almost 50 countries at this point. Dr. Walinski is the Executive Director of the World Clinical Laser Institute and the International Dental Laser Research Institute, and is a Founding member of the American Academy of Oral Systemic Health. He is a Diplomate and Past-President of the World Congress of Minimally Invasive Dentistry. He is a proud member of Sigma Xi, the Scientific Research Honor Society, and his Fellowships include the International College of Dentists, The Royal Society of Medicine, The International Association for Laser Dentistry and the American Society for Lasers in Medicine and Surgery. Dr. Walinski’s lifelong love of cooking resulted in him competing on this season’s MasterChef on FOX. He also has three lovely children and is married to the love of his life and wife of six years. They live together with their English Springer Spaniel, Lacey. _________________________ For More on Chris Walinski The Prostate Site 3 recipes to try: ‘MasterChef’ alum’s cake, soup, rice – Ohio State Alumni Magazine _________________________ Prostate Cancer Testing Free Prostate Cancer Testing Near You NFL Crucial Catch – FIND A CANCER SCREENING LOCATION NEAR YOU * _________________________ Podcast Conversations You May Like How Not to Age – Dr. Michael Greger The Well-Lived Life – Dr. Gladys McGarey Take Charge of Your Well-Being – John La Puma, MD _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _________________________ Wise Quotes On Prevention “…nobody wants to pay for prevention. I started writing some, some notes down because I do a lot of research and if I end up writing a book about how to prevent prostate cancer I might sell 10 copies, but if I write a book about how to treat it once you get it and how to extend your life and how to use food as medicine, that’s what people want to know. And so that’s where the hard part is – because once you get it, as they say the cow is out of the barn or the horse is out of the barn, now you’re chasing it versus trying to prevent it. P revention is the big thing. And then there’s a lot of uncertainty when you’re diagnosed because when I was diagnosed, honestly, I didn’t know if I was going to make it until the end of the year.” On Food as Medicine “I t just doesn’t come with a lot of warning signs. It really just eats you from inside out. And what I’ve found is that if you find a food that is good for you, chances are it’s because it’s an antioxidant and ultimately it will reduce your inflammation. So for like an anti -cancer plan, you really need to go with antioxidant and anti -inflammatory. And those two things together, and actually I would add at this point because you’re reading more and more about it is having a healthy microbiome, gut microbiome. So, he beneficial bacteria that’s in your digestive system. And that’s another thing that we never really thought much about. But if you, there was a study that compared a group of men with advanced cancer versus those who didn’t, and they checked their microbiome and the ones with advanced cancer, they were missing all the beneficial bacteria that helped protect your body.” On Reinventing Yourself “…my message number one would be avoid paralysis by analysis. Just don’t just make a rash decision, but don’t spend all your time thinking about it. Because what I will tell you is that if you direct all your energy, the universe will make a way for you. And if it doesn’t, maybe that’s not the direction you should be going. That’s not your path. It took so many things to go right for me to change industries from one industry to another. And it took so many things when I moved from one location to another. If it’s not right for you, you’ll know. If it’s a struggle to get to where you want to be from one career to another, maybe that’s not your path. And as my wife Veronica tells me on repeat, just follow your bliss and do what makes you happy at this point. And so that would be my recommendation: do what makes you happy, but don’t force it.” The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.…

The Retirement Wisdom Podcast

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Life in Three Dimensions – Dr. Shige Oishi 31:18

7 weeks yang lalu31:18

31:18

Join our group and design your retirement. Six Fridays starting on October 3rd. Learn more here . _________________________ Is there more to a great life than happiness and meaning? Dr. Shige Oishi thinks so. He’s the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life , and h e defines psychological richness as a life filled with diverse, interesting, and perspective-shifting experiences. Unlike the well-trodden paths of happiness (contentment) and meaning (purpose-driven focus), psychological richness is about exploration, challenge, and even taking on uncomfortable challenges —because growth lives outside the comfort zone. And retirement is a catalyst to explore this third dimension of life. Yet, psychological richness doesn’t require dramatic change. It’s quite accessible through small shifts, and by simply trying something new. Try new foods, meet someone new, or change your routine. And seize opportunities to be spontaneous and playful. Listen in and learn more about how psychological richness can enhance your life in retirement. Shige Oishi joins us from Chicago. _________________________ Bio Dr. Shige Oishi is the Marshall Field IV Professor of Psychology at the University of Chicago. He is the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life . Dr Oishi is one of the foremost authorities on happiness, meaning, and culture. He is the author of The Psychological Wealth of Nations , and his research has been featured in major media outlets, including The New York Times and The Wall Street Journal. __________________________ For More on Dr. Shige Oishi Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life Website __________________________ Podcast Conversations You May Like The Art of the Interesting – Lorraine Besser, PhD How to Retire – Christine Benz Make Your Next Years Your Best Years – Harry Agress, MD ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _____________________________ Wise Quotes On Novelty “So these results suggest that if you want to make your life psychologically richer, then try to do something new. Break away from the daily routines once in a while, a nd acting spontaneously. Our life is very much scheduled and planned, I mean adult lives. So I think sometimes going outside of the schedule and the habit and the routines will definitely make our life richer.” On Playfulness “In addition to novelty, another important part is being playful, and as a professional adult most of us have so many responsibilities and things you have to do and master on the list. So essentially we forget about being playful and the importance of being playful. So when we are five years old, we lived somewhere between reality and fantasy. We never cared about any responsibility because you didn’t have one. Like a dog chasing tennis ball, essentially we have to let ourselves be like a dog or like five years old. So I try to be playful you know once in a while and that really opens up a lot of opportunities. I think really it’s important to have some open, you know, spaces and time on your schedule. And that allow us to be spontaneous. Spontaneously decide to take a walk, go to a museum, stop by a Goodwill store and things of that nature. I think that’s really important. And if you’re short of time, then you can change your commute a little bit. In my case, when I go to the lecture hall, of course, the default is the shortest, most efficient way to get there. But when I have like three minutes and I just, take a different ways and I notice the different buildings, different architectures and trees and benches and things. of that nature. So just changing up a little bit actually helps a lot. If you’re commuting by train, try to get off on one station before or after, explore the different neighborhood. There are a lot of ways to enrich your life.” On Taking on New Challenges “I think once in a while we have to sort of say, Yeah, you know, let’s just see how it goes . And I think that’s the attitude. Let’s try to see if it works. It’s a lot better than, Oh, I think it’s too hard . Instead of: I’m not gonna do this, Emma. I’m gonna just stick with what I know. We have to know that we are so trained, habitually moving toward the familiar and easy. So you have to go opposite, right? [Be open to the] unfamiliar, what’s maybe a little bit more difficult.”…

The Retirement Wisdom Podcast

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Joyspan – Kerry Burnight, PhD 32:11

8 weeks yang lalu32:11

32:11

Want to create a retirement your boss will envy? Design it. New group program starts on October 3rd. Six weeks to a new direction. Learn more __________________________ Most of us know about lifespan and healthspan—but have you thought about your joyspan ? Gerontologist Dr. Kerry Burnight is the author of Joyspan: The Art and Science of Thriving in Life’s Second Half . She s hares her research and practical wisdom on how to extend not just the years of our lives, but the years we will truly enjoy living. Drawing from her “Joyspan Matrix” and decades of experience, Kerry, a nationally recognized advocate for positive aging, offers a fresh perspective and new thinking on thriving in later life for your consideration. We discuss: The importance of joyspan alongside lifespan and healthspan What she’s learned from her longest running case study (her Mom) Lessons from her grandmothers’ contrasting approaches to aging The four pillars of the Joyspan Matrix: Grow, Connect, Adapt, and Give Why connection is as vital as medicine How purpose can change our biology and well-being Practical ways to spark curiosity and joy through personal projects Kerry Burnight joins us from Southern California. ________________________ Bio Dr. Kerry Burnight, America’s Gerontologist, is sparking a revolution to make older better. Fed up with the fear-driven, anti-aging hysteria, hundreds of thousands of people turn to “Dr. Kerry” for her practical, effective and uplifting approach to navigating longevity. Her approach to aging is based upon a profound truth: the key to good longevity isn’t the length of your life, it’s the quality of your life. Efforts to maximize lifespan and even healthspan don’t address the whole picture. Longevity is meaningless if you don’t like your life. Burnight introduces the critical concept, “joyspan,” based on the science of well-being, contentment, connection, meaning, growth, choice, and purpose. She earned her PhD in Gerontology at the University of Southern California. Dr. Burnight taught Geriatric Medicine and Gerontology for 18 years at the University of California, Irvine School of Medicine. She was an invited speaker to the U.S. White House at the Elder Justice Summit and at the U.S. Department of Justice. She has appeared on CBS News, NBC News, The Doctors, Money Matters, and The Dr. Phil Show. ___________________________ Joyspan: The Art and Science of Thriving in Life’s Second Half Website On CBS Mornings with Gayle King and team (4 minutes) ____________________________ Podcast Conversations You May Like Thinking Better to Live Better – Dr. Woo-kyoung Ahn Ageism Unmasked – Dr. Tracey Gendron The Joy Choice – Dr. Michelle Segar ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _____________________________ Wise Quotes On the Joy Span Concept “So the three-legged stool: lifespan, how long you live; health span, how long you live a healthy life; and joy span, how long you enjoy living. And I think between those three pillars, we really can dig into some really interesting longevity topics.” On Expectations Shaping Reality It wasn’t because one was just lucky, and it also wasn’t just because of genetics. It was these internal characteristics and a decision on the part of both of them, that what they expected old age to be like was in fact that way.” On Genetics and Lifestyle Choices Some studies show that it is 25%. Others show it as low as 13%. So regardless, what that shows us is that at least 75% isn’t genetic, and that’s where the effort, knowledge, and decision every single day really comes into play.” On Taking Initiative We’ve got to be proactive and you have to kiss a lot of frogs, right, so it takes a few putting yourself out there until you find someone, but the good news is the world is a lonely place and by reaching out and connecting you’re solving the problem of two people.” On Purpose and Giving It could be as simple as, hey I’ve got some extra lemons in my yard, I’m gonna go next door, hand them to my neighbor, maybe strike up a conversation… And that giving is life-changing not only for that next-door neighbor, but equally if not more so for you.” On Embracing Your Age There is so much value in the experience of being older… I’ve been 30, but I’ve also been 40, 50, 60, 70, whatever. And I’m going to reach out. And when you don’t make a big deal about it or when you show up embracing your age, the younger people love it as well.”…

The Retirement Wisdom Podcast

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Grandparents’ Day – Kerry Byrne & Ted Page 45:26

9 weeks yang lalu45:26

45:26

September 7th is Grandparents’ Day! Celebrate the grandparents in your life or reflect on your own grandparenting journey. This is a special Retirement Roundtable episode, where we invite previous guests to engage in a conversation with each other. Returning are Ted Page, author of the new book Good Grandpa: Stories from the Heart of Grandfatherhood, and Kerry Byrne, founder of The Long Distance Grandparent . They’re bringing different perspectives on, and experiences with, one of retirement’s most complex yet rewarding roles: modern grandparenting. This isn’t the hands-off grandparenting of yesteryear. Today’s grandparents face unique challenges. They must actively build connections, learn, leverage, and adapt to emerging technologies; and navigate changing family roles and dynamics, walking the delicate line between sharing wisdom and overstepping boundaries. We Discuss: How grandparenting has evolved Why modern grandparenting requires more intentionality How humor and fun create trust and lasting bonds How to navigate different parenting philosophies with adult childrenLeveraging technology while staying mindful of balance The powerful impact of sharing family stories and traditions Ways to create meaningful experiences across generations Kerry Byrne joins us from Toronto, and Ted Page joins us from Vermont. _______________________________ For More on Ted Page Good Grandpa: Stories from the Heart of Grandfatherhood Blog: GoodGrandpa.com – Nurturing the Next Generation _______________________________ For More on Kerry Byrne The Long Distance Grandparent FREE Printable Cheat Sheet to Help you Connect with your Grandchild from a Distance _______________________________ Podcast Conversations You May Like The Long Distance Grandparent – Kerry Byrne PhD Good Grandpa – Ted Page The Mindful Grandparent – Dr. Shirley Showalter _______________________________ Mentioned in This Podcast Conversation Dr. Becky ________________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _________________________________ Wise Quotes On Grandparenting ” B e there for them.” – Ted Page On Connection “H aving a relationship with a grandparent is not a nice to have. W e know from the research, that, you know, having this relationship affects children in a number of different ways from adolescents well into adulthood. And so I think that this is the difference, this intentionality, and this awareness of the importance of the relationship.” – Kerry Byrne On Humor “At one point my grandchild asked, where are M om and D ad? And I said, M om and D ad have left to join the circus, but before they left they asked me to tell you that they loved you very much, but what they really want to do is train bears. And I remember my grandkid looking at me with this look of first, he was a bit stunned, but then he kind of shook his head and said, ‘ O h, okay .’ And for me, that was just my sense of humor, but he picked up on it right away. He was two. So I think that sense of fun, having that sense of humor, you got to be who you are. And that starts when they’re just so little. And before you know it, they’re the ones who are, telling jokes and playing around with us.” – Ted Page On Encouragement “So if you come to it with a place of curiosity, and also remembering that the most important role that you can play is as I call it the GEO, the Grand Encouragement Officer. That means like you’re the family cheerleader. And by that it’s a Grand Encouragement Officer requires encouraging and cheering the parents on. as well because they are parenting in a bit of a different context right now.” – Kerry Byrne…

The Retirement Wisdom Podcast

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Strengthen Your Emotional Fitness – Dr. Emily Anhalt 25:31

9 weeks yang lalu25:31

25:31

Do you know what you’ll be retiring to ? Join us for six Fridays starting on October 3rd and invest in Future You. Learn more here . ___________________________ How much time do you spend working out your body versus working out your emotional health? Physical fitness requires daily practice—hitting the gym once won’t deliver the results you want. But when it comes to our emotions, we often think we’ll “deal with that later” or assume we don’t need to actively work on our emotional well-being. Emily Anhalt , clinical psychologist and author of Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness , knows this approach doesn’t work. She’s developed a framework for “emotional fitness”—an ongoing, proactive practice of strengthening your mental and emotional health through small, consistent habits that build resilience, curiosity, and communication skills before you need them. In this conversation, Emily shares how emotionally fit people approach life differently, why playfulness is a valuable health practice (with research to back it up), and practical strategies you can implement today. Her insights are particularly valuable and timely for those navigating retirement transitions, when stress doesn’t disappear—it simply changes form. Emily Anhalt joins us from California. _______________________________ We Discuss Why emotional fitness requires daily practice, just like physical fitness How curiosity transforms defensiveness into opportunities for growth Why playfulness can increase creativity, collaboration, and longevity The hidden stress of retirement: identity, relationships, and meaning Setting boundaries: every “ yes ” is also a “ no ” to something else The power of “Relationship Retros” for proactive connection Using emojis strategically to improve communication and reduce misunderstandings Building new friendships through your existing network The monthly feedback message that can transform your relationships _______________________ Bio Dr. Emily Anhalt is the author of Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness . She is a clinical psychologist, author, and cofounder of Coa, the gym for mental health. For the past fifteen years, Dr. Anhalt has worked clinically with executives, founders, and tech employees, and has conducted extensive research with prominent psychologists and entrepreneurs about how leaders can improve their emotional health. Dr. Anhalt has collaborated with companies like Google, Salesforce, NBCUniversal, NASDAQ, and the NBA. _____________________ For More on Dr. Emily Anhalt Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness Website ____________________ Podcast Conversations You May Like Ditch Your Baggage – Dr. Bob Rosen Retire Happy – Dr. Catherine Sanderson The Emotionally Intelligent Retirement – Kate Schroeder & Nick Wignall _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ___________________________ Wise Quotes On Emotional Fitness “Emotional fitness is an ongoing proactive practice of strengthening your mental and emotional health. It’s all about small, consistent reps that strengthen skills like resilience, curiosity, communication, before you need them so that you are emotionally strong and can handle whatever life throws at you.” On Growth vs. Avoidance “Emotionally fit people don’t avoid uncomfortable emotions and situations. Instead of saying, ‘ Oh, I shouldn’t feel sad about this, ‘ they might ask themselves, ‘ what is my sadness trying to tell me? What is it pointing to ?'” On Playfulness as Medicine “There was one study I read that showed that playfulness increases creativity, collaboration, and connection all around. And there was another study I read that showed that people who play regularly live longer by a significant number of years than people who don’t play regularly. That’s how important it is to our well-being.” On Boundaries and Empathy “A lot of people think that empathy and boundaries are mutually exclusive but they’re actually very important to each other. The stronger your boundaries, the more connected and empathetic you’ll be able to be with people because you won’t get resentful or frustrated over time.” On Retirement Transitions “Stress doesn’t just vanish in retirement. It kind of changes shape. Instead of deadlines or performance reviews, the stress might be about identity—who am I now without my job? The stress might be about relationships—how do I spend more time with my partner without driving each other crazy? Or the stress might be about meaning—what is my purpose?” On Curiosity “Curiosity can mean a lot of things, but when I talk about emotional fitness, I define it as moving us from a place of defensiveness to a place of understanding. When someone comes to you with difficult feedback, a curious person is going to ask questions, they’re going to stay committed to growth.”…

The Retirement Wisdom Podcast

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Resurface – Cassidy Krug 30:40

10 weeks yang lalu30:40

30:40

How much have you invested for the financial side of your retirement? How about the non-financial side? Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here . ____________________ Transitions are rarely easy, whether you’re leaving your career or any other life chapter that has helped define you. Cassidy Krug knows this firsthand. A 2012 Olympian in diving, she grew up immersed in the sport—coached by her parents, competing at Stanford, and training for years beyond. When she reached her dream of competing at the London Games, she also knew it was time to move on. In this conversation, Cassidy Krug shares the lessons she learned about navigating major life transitions—from sport to career, and from an “all-in” life to an “à la carte” one. She talks candidly about the identity shifts, the uncertainty of new beginnings, and the importance of reflection, interpretation, and community. Her story offers inspiration and practical wisdom for anyone facing their own turning points, especially those contemplating or entering retirement. Cassidy Krug joins us from Los Angeles. _______________________ We Discuss The emotional challenges of retiring from something when you still love what you do Why we tend to cling too long to what we do—and what helps us let go The critical role of interpreting your story, not just reacting to change How asking for help (and informational interviews) opened new doors in her career Creating an “à la carte” life after diving, balancing career, creativity, and relationships The value of curiosity and trying new things—even when you’re used to being an expert Why investing in community matters so much after leaving a team or workplace The best advice she received (and what she wishes she had) about embracing change _________________________ Bio Cassidy Krug is the author of Resurface: A Guide to Navigating Life’s Biggest Transitions . She is a former Olympic diver, a writer, and a brand and innovation strategist based in Los Angeles. She graduated from Stanford with an English degree and she won two NCAA diving titles there. ___________________________ For More on Cassidy Krug Resurface: A Guide to Navigating Life’s Biggest Transitions Website ____________________________ Podcast Conversations You May Like The Portfolio Life – Christina Wallace Strategic Quitting – Julia Keller Edit Your Life – Elisabeth Sharp McKetta The Skill Set for Life’s Transitions – Bruce Feiler _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ___________________________ Wise Quotes On Transitions “Change is something that happens to you. Transition is how you choose to react to that change. But the real work is in interpretation—deciding how you want to remember and carry that story forward.” On Redefining Success “First of all, just by asking the question, what does success look like for me? What do I want in my retirement? And it’s not going to be a status quo answer that’s given to you by your career. Maybe for a very long time, you wanted to get the next promotion to get the next pay raise, or to have more responsibility. And all of a sudden, like that ladder is gone and you ask yourself, what does success look like for me now? Maybe success looks like showing up as well as I can and having a positive impact on my family. Maybe success looks like finding people who are still in the workforce and mentoring them and helping them to guide them to make the right decisions. Maybe success looks like making an impact in a totally different sphere, but bringing all the skills that I learned in the workplace to a non-profit or to a different arena. But you really do have to sit and reflect and ask that question of yourself and not expect that the world is necessarily going to tell you anymore what it means to live a successful life.” On Quitting “Every time I’ve quit something, it’s directed my life in ways I didn’t see coming—and that I’m immensely grateful for.” On Moving Forward “Don’t try to replace what you’re leaving behind. Honor it. Then look for the pieces you loved and carry them into your next chapter.” On Interpreting Your Story “And for me, I choose to think back on the Olympic experience as one that I’m really proud of, rather than one that I messed up and I’m regretful for. Absolutely, it takes choice. It takes a lot of reflection. It takes taking the first swell of emotions, whatever that might be, and questioning it, and looking at from a broader perspective with a longer lens, but I do think that we, always have a choice in how we interpret our own stories. And I think it’s so important to get that right according to how we want to feel about ourselves.” On Trying New Things…and an à la carte life “..at first it’s scary because when you have an all-in-one life, so many decisions are made for you. So many choices are just obvious because you have only one thing at the middle. And so when you don’t anymore, the balancing of things, the trying to decide what the right path is, you have all those questions more often. But I think answering those kind of questions constantly – Am I doing what I want to do? Am I being fulfilled? How do I shift maybe some time and energy away from this and into this other thing? That’s been such a fulfilling part of what my life has been since I started living this à la carte life. In general, I don’t love trying new things. I love being good at things. And so it’s always hard to put myself in that situation where I don’t feel the same level of accomplishment as I did when I was the best in the world diver. That said, for me, once I get into them a little bit, so once, you’re in day two, day three, day four, once I started trapeze and started to feel the process of learning and growing and was exploring new sides of myself, then it grew into a passion for me.”…

The Retirement Wisdom Podcast

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You Still Are Somebody – Carl Landau 28:39

11 weeks yang lalu28:39

28:39

Six Fridays This Fall to Design What You’ll Be Retiring To Starts on October 3rd Learn more here – Limited to 10 participants. Take the first step toward shaping your future – register now . ________________________ On this episode of The Retirement Wisdom Podcast , we’re joined by Carl Landau , creator and host of I Used to Be Somebody . Carl brings warmth, humor, and introspection as he explores the twists and turns of retiring after an entrepreneurial journey. He shares why letting go of your work identity, redefining purpose, and discovering a mix of new creative outlets—like podcasting, documentary filmmaking, and pickleball—can light up your retirement. Carl reminds us that slowing down doesn’t mean stopping, and that reinvention can be both fun and fulfilling. What You’ll Learn How Retirement is an Evolving Process —finding your way takes some time, especially for high achievers Why Setting Boundaries is Key —how to avoid turning hobbies into a new full-time job… and losing your freedom How Letting Go Frees You —who you were doesn’t define who you’ll be next Why Saying “No” is a Game Changer — create space for what truly matters now to you, not for other people’s agendas How to Build Your New Life — develop a meaningful life plan, not just a financial one for retirement Carl Landau joins us from Sacramento, California. _________________________ Bio Carl Landau is the founder of Pickleball Media . He has been an entrepreneur since the age of 26 and started and sold three successful media companies, published five magazines (software development, winemaking and craft brewing industries). He currently hosts the popular podcast I Used to be Somebody , inspiring 50-plus-year-olds how to build their (un)retirement good life. He’s the co-author of the book, Pickleball for Dummies. ________________________ For More on Carl Landau I Used to Be Somebody Pickleball for Dummies ________________________ Podcast Episodes You May Like Your Identity Beyond Your Job Title – Laverne McKinnon Lessons Learned in Retirement That Can Help You – Judith Nadratowski The Art of a Balanced Life in Retirement – Dr. Marybeth Crane ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ___________________________ Wise Quotes On Identity in Retirement “About three months ago, I was playing [pickelball] with this guy and explaining to him how to play a short game…He’s a big time like doctor, and all I had absolutely no idea. And no one makes a big deal what they did. And no one cares. So I think that’s sort of a surprise too.” On Mistakes to Avoid “The other big regret is people don’t think in advance about what they want to do in retirement. In retrospect, they didn’t get give enough thought to it, and felt like they wasted that first year – and wish that they hadn’t, especially with longevity. If you’re in your 60s, and you’re in pretty good health, there’s a good chance you’re going to live to 90. It’s a long time. So you want to get the most out of it. We’ve said it a million times: more people think about that two week vacation than they ever think about what to do for the next 25 years. So I think that’s the biggest mistake people make.” On Stepping Out of Your Comfort Zone “About four years ago, I saw this ad on Facebook. The local theater in Sacramento, was offering for the first time, a Stand Up Comedy Workshop. And I knew if I thought about it long enough, I would not do it. And this is something that I’ve talked about for a long time. In your family, they’re just rolling their eyes at this point because you’ve said this like a dozen times. So my whole thing is like to do it. So I just paid the 400 bucks to take the workshop. And it was just five classes. And then the final was that we had to do stand up, at least a five minute stand up, for over a hundred people, in a live audience. And mine ended up being 14 minutes. The guy had me close it – and it was incredible. It was one of the scariest things I’ve ever done. But boy, what a high when it’s done. And Joe, the really funny thing is the guy who taught it, who’s a professional comedian, said, Hey, you’re really good. You should do this. You could do this. And I have zero interest in doing it. I just wanted to try it and do it. And that’s all I needed to do. And that was really nice.”…

The Retirement Wisdom Podcast

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The Inspired Retirement – Nathalie Martin 32:16

12 weeks yang lalu32:16

32:16

Don’t leave your retirement to chance. Design It. Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here . __________________________ On this episode of The Retirement Wisdom Podcast, we’re joined by Nathalie Martin, author of The Inspired Retirement , an excellent new book that will help you reframe what it means to retire well. In today’s conversation, she challenges the assumptions many people bring to retirement—and shares how mindfulness, clarity, and intention can lead to a more inspired next chapter. What You’ll Learn Why the ‘three plagues’ of aging are avoidable How three non-financial pillars of retirement are gamechangers How mindfulness and movement can enhance your life Why one-size-fits-all approaches to purpose miss the mark—and what to do instead A practical exercise to prioritize what matters most in your life as you plan for retirement Nathalie Martin joins us from New Mexico. __________________________ Bio Nathalie Martin is a chaired professor at the University of New Mexico School of Law, where she teaches mindfulness and law as well as elder law, commercial law, and consumer law. A longtime yoga and meditation teacher and practitioner, she also teaches contemplative practices in varied settings, from hospitals and senior centers to law school classrooms. Nathalie is the author of over forty articles and nine books, including Lawyering from the Inside Out and Yoga for Lawyers, and her legal scholarship has been cited by the US Supreme Court. With The Inspired Retirement , Nathalie brings her decades of experience and expertise to a general audience. __________________________ For More on Nathalie Martin The Inspired Retirement: Purpose and Passion in Your Next Adventure Website: nathaliemartinmindfulness.com ___________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile Happier Hour – Cassie Holmes, PhD Live Life in Crescendo – Cynthia Covey Haller ____________________________ Mentioned in This Podcast Conversation Being Mortal by Atul Gawande ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ___________________________ Wise Quotes On Mindset & Joy “And I even quote Dr. Seuss that It’s fun to have fun, but you have to know how . And so we really do have to return to that childlike state, when we can remember what it felt like not to have a lot of obligations. So that’s what I think of joy as and also the mindset issue that we talked about, Joe, that it’s so important not to assume that from here on out, it’s just downhill. And that can add years to our lives.” On Mindfulness Practices “I’m going to start by just telling you what the science says are the primary benefits of these practices. I mean the first thing is reducing stress, that’s kind of the entry point for most people. It does calm us, but it also improves brain function. So reduces stress, improves the brain. Second one, increases productivity, so you can get more work done in less time, and who doesn’t want that. And then finally, it helps us learn more about ourselves, and as a result, find more meaning and purpose in our lives. And I’ve benefited from all of these things. I am very Type A by nature and have really learned the hard way that you can miss a lot of stuff when all you do is work. I just felt like something had to change, like a lot of other lawyers and other professionals who just work all the time. So these practices literally changed my life. I mean, they even helped me change my professional life to something that was more suited to what really was important to me. And it’s just been amazing.” On Retirement “Step out of the fast lane and into the vast lane.” _________________________…

The Retirement Wisdom Podcast

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50 by 70: A Big Goal in Retirement – Joe Tarantino 25:43

13 weeks yang lalu25:43

25:43

Design Your Next Chapter Joe Tarantino joins us to share his retirement journey – going from balancing family and work responsibilities to embarking on an ambitious cycling goal. A lifelong learner, Joe opens up about how setting a personal moonshot goal helped him transition into retirement with purpose. He wrote a book chronicling his cycling experiences. He offers candid insights on caregiving, identity shifts, and why it’s essential to replace the structure and social interactions that work once provided. Joe Tarantino joins us from Ohio. _________________________ Bio Joe Tarantino has cycled through all 50 U.S. states, crisscrossing a vast network of roads and trails. With 25 marathons and other endurance events under his belt, he retired from a successful 35-year career in the aerospace industry as a chemist, engineer, and operations manager, in response to God’s call to a different direction in his otherwise comfortable life. While pursuing his cycling, he seeks to inspire others to chase their dreams through his writing. __________________________ For More on Joe Tarantino Pale Pink Roads __________________________ Podcast Conversations You May Like Unlock Positive Aging with Outdoor Adventure – Caroline Paul Not Too Late – Gwendolyn Bounds The Benefits of a New Challenge – Joe Simonetta Big Goals – Caroline Adams Miller ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On the Challenge of Early Retirement “You leave the work site, and you just don’t have the social interaction that you used to.” On Finding Purpose “Don’t settle for all these good things when there’s something great you could be going after. You’ve got all this open time. Make sure it’s spent doing good stuff, even great stuff.” ________________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.…

The Retirement Wisdom Podcast

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Rewire Retirement – Cyn Meyer 22:27

13 weeks yang lalu22:27

22:27

Own your retirement. Design It. Join us for 6 Fridays starting on October 3rd and get unstuck. Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Learn more here . _________________________ On this episode of The Retirement Wisdom Podcast, we explore the transformative mindset that can reshape retirement from a winding-down phase into a period of renewal and growth. Cyn Meyer unpacks why purpose and energy—not just finances—should drive your post-career life, sharing the Rewire Retirement Method and the neuroscience behind deliberate reinvention. What You’ll Learn Cyn’s backstory that led her to get involved in the retirement space Why your retirement can be a spiral upward, not a slow fade down How her Five Rings of Retirement redefine life after work The science of neuroplasticity and how it supports intentional change How tuning into your inner energy can spur you forward How daily gratitude practices, especially with your partner, can deepen connection Cyn Meyer joins us from California. _______________________ Bio Cyn Meyer is the creator of the Rewire My Retirement program and is a modern certified life coach committed to helping older adults turn their retirement years into their best years, full of purpose and passion. She founded Second Wind Movement in 2018 as a valuable resource dedicated to older adults who are striving for healthy, active, and engaged retirement lives. _______________________ For More on Cyn Meyer The Rewire Retirement Method _______________________ Podcast Episodes You May Like The New Happy – Stephanie Harriso n Retiring: Creating a Life That Works for You – Teresa Amabile Growing Old, Staying Rad – Steven Kotler _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On Gratitude “When we are in a state of gratitude, fear is obliterated, right? They are polar opposites. The fear cannot exist while you’re in a state of gratitude. I always say you have your own passions, purpose, and growth path in retirement. Your spouse has theirs, and then you have your couple’s activities together, right? And so sometimes things get intermingled and very challenging. And we feel that we don’t have control over our spousal dynamic, right? Because we have ours, they have theirs, and then, but we’re sharing life together. And so I highly recommend Gratitude Journaling , but gratitude, gratitude journaling about your spouse specifically, because that really changes the dynamic. And you really end up focusing on, you know, the wonderful aspects about them, and it really obliterates the annoyances while you’re in that state. So if we like literally put in our reps and practice that, it changes the dynamic in addition to you doing your own work on your own growth path. That just makes it more seamless I have found.” On Retirement “Retirement is not the end—it’s the beginning of a new growth journey.” On Energy “What energizes you are your authentic wants; what drains you are the external ‘shoulds.’” On Identity “You may leave the workforce, but your uniqueness has never left you.”…

The Retirement Wisdom Podcast

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Reinventing Yourself in Retirement – Lee Gale Gruen 24:15

14 weeks yang lalu24:15

24:15

What’s next? Design it. The Very Early Bird discount ends today 7/31. Get unstuck. Learn more here . Register here . ___________________________ What if you stepped out of your comfort zone? Lee Gale Gruen shares her inspiring journey from 37 years as a probation officer to becoming an actor, author, lecturer, dancer, and a Physics Club member in retirement. Initially lost after retiring, she stumbled upon a senior acting class that changed everything—helping her find a new identity, connection, and new pursuits. Her story offers the template for a roadmap for retirees who may be struggling to find purpose by stepping up to try new things, overcoming fear, and staying curious. Because let’s face it, retirement is not the end of the line — it’s an opportunity to reinvent yourself. You’ll Learn: What it’s like to be a docent How volunteering can unlock new purpose The importance of trying new (and returning to old) interests What to do when fear holds you back How to find opportunities using local resources Lee Gale Gruen joins us from California. __________________________ Bio Lee Gale Gruen (Lee Gale is her first name) lives in the East San Francisco Bay area. She has two children and three grandchildren. She graduated from UCLA and had a 37-year career as a probation officer. After retiring, she became an actress, author, speaker, and blogger. She has appeared in television, films, commercials, theater, and print. She performs regularly at medical schools, portraying patients for student training, and was one of six supporting exercise/dancers in the Jane Fonda Prime Time Firm & Burn” workout DVD. Her transition to becoming an actress in her senior years has been written about in Time Magazine , the Los Angeles Times newspaper, AARP Life Reimagined, and in Marlo Thomas’ book, which profiles women who have reinvented themselves. Lee Gale has had several articles and short stories published, including in the Chicken Soup for the Soul series. She is also a public speaker, lecturing on senior reinvention. She has published a memoir as well as a self-help book that complements her public lectures on senior reinvention. She has written a screenplay of her memoir titled the same as the book: “Adventures with Dad.” Lee Gale blogs at LeeGaleGruen.wordpress.com under the same title as her lecture and self-help book, “ Reinventing Yourself in Your Retirement Years .” _____________________________ For More on Lee Gale Gruen Reinventing Yourself and Your Retirement Years: Find Joy, Excitement, and Purpose After You Retire Website ______________________________ Podcast Episodes You May Like The Second Fifty – Debra Whitman Make Your Next Years Your Best Years – Harry Agress, MD Retirement Rookies – Stephen & Karen Kreider Yoder _______________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. __________________________ Wise Quotes On Finding a New Direction “Find something that excites you, that sets you on fire. That will motivate you.” On Stepping Outside Your Comfort Zone “Try something you’ve never done before. You may discover a whole new world that you never knew about…I had no idea. I stumbled my way through and I discovered all kinds of things. And I hope some of the things that I’ve said today will. help people and encourage people to take that giant step. It’s not a wilderness, it’s full of opportunities.” ___________________________…

The Retirement Wisdom Podcast

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Shifting From Saving to Spending in Retirement – Richard Sheffield 37:55

14 weeks yang lalu37:55

37:55

Are you ready to unlock a great life in retirement — or are you stuck in neutral? Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Get unstuck. Learn more here . Register here . ___________________________ It turns out that one of the hardest habits to break in retirement isn’t work — it’s saving. Richard Sheffield joins us to share his deeply personal and sometimes humorous story of transitioning from a performance-driven corporate career to a more intentional and enjoyable life in retirement. A former executive at UPS, and author of Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement , Richard opens up about his struggle to shift from a lifelong saver’s mindset to embracing enjoying the money he worked so hard to accumulate. He discusses how outdated retirement plans, old success signals, and societal expectations can lead us astray, even long after we’ve walked away from work. But through self-reflection, rewriting his financial plan, and reconnecting with what brings him joy, Richard found the freedom to spend boldly, live fully, and say yes more often. You’ll discover: Why many retirement plans need to be reviewed periodically – and sometimes reworked The emotional blocks that prevent smart people from moving from accumulating to spending Why your intentional spending matters more in retirement The surprising benefits of getting creative with how you spend Why it can be wise to give now, not just later Richard Sheffield joins us from Miami. ________________________________ Bio Richard Sheffield is a former executive and writer who shares thoughtful essays on retirement, identity, and personal reinvention. After a long career in the corporate world, Richard turned to writing as a way to make sense of his experience — and to help others navigate their own journeys into retirement. He’s a popular contributor on Medium, where his honest takes on life after work resonate with thousands of readers. Now fully embracing a bigger, bolder, and more intentional approach to life, Richard writes about finding meaning beyond metrics and spending in ways that spark joy. ________________________ For More on Richard Sheffield Richard Sheffield on Medium Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement __________________________ Podcast Episodes You May Like How to Retire – Christine Benz Unretired – Mark S. Walton Your Next Years Your Best Years – Harry Agress, MD ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. __________________________ Wise Quotes On Rewriting Your Retirement Plan “I was watching my net worth go up and patting myself on the back — but I realized I was living the wrong plan. It was time to update it. None of the bad things happened. Why was I still playing defense?” On Breaking the Productivity Trap “You have to find a way to break that productivity cycle. Your worth isn’t tied to being useful anymore. Sometimes, it’s okay to just have a day where you don’t do anything.” On Giving While You’re Alive “If someone’s going to spend that money on something dumb, it might as well be you — and it might as well be fun.” _______________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.…

The Retirement Wisdom Podcast

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Why Retirement Was Just the Beginning – Neal Lipschutz 29:15

15 weeks yang lalu29:15

29:15

What’s next? Make time to design it. Early registration is now open for our next Design Your New Life in Retirement group program. The Very Early Bird discount ends on July 31st. Learn more here . Register here . __________________________ What comes after a long, successful career at the top of your field? More and more, people are redefining retirement—saying No Thanks to a traditional retirement and instead exploring new pursuits. And for some, it’s a chance to dive into something they’ve always yearned to do. In today’s conversation, meet Neal Lipschutz. Stepping away from a distinguished career, he discovered a surprising new purpose—writing fiction. With his debut novel No Write Way to Die j ust released, Neal shares the lessons he’s learning in a second act. What might your second act look like? Like Neal, you may discover a path that draws on your skills in a new way- and brings unexpected joy. Neal Lipschutz joins us from Ridgewood, New Jersey. _________________________ Bio Neal Lipschutz, a long-time journalist, was formerly a deputy editor-in-chief at The Wall Street Journal. He also previously served as WSJ’s ethics and standards editor. He also at one time was the top editor at Dow Jones Newswires. His short fiction has appeared in a number of publications. “ No Write Way to Die ” is his first novel and the first in a series of mysteries. _________________________ For More on Neal Lipschutz No Write Way to Die “ This debut thriller from award-winning journalist Neal Lipschutz, former deputy editor in chief of the Wall Street Journal , combines a gripping, good old-fashioned murder mystery with the ethical consideration of just how far a person should go to protect their family.” From Headlines to Whodunits ________________________ Podcast Conversations You May Like The Vintage Years – Dr. Francine Toder Edit Your Life – Elisabeth Sharp McKetta Retiring: Creating a Life That Works for You – Teresa Amabile _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _______________________ Wise Quotes On the Transition to Retirement “The transition – it’s a big one. One of the things I really liked about my plan to go directly from a full-time work in journalism for a big company to being on my own and trying something that no one was asking me to do, was that I didn’t know I would be devoted to the process. And I knew that I would be devoting every day that wasn’t taken up with something else to doing this. So in other words, I believe that for a lot of people contemplating or just entering retirement, at least it would be for me, but I imagine for others as well, there’s that uncertainty about, Okay, I know what I’m doing tomorrow, but what about the next day? What about the next day? And for me, that problem was solved. On any given day, if I don’t have anything else planned, I’m putting in five or six hours of writing or editing or revising, or now trying to do some promotional work for the book now that it’s published. So it’s not that elongated day, but it is a different kind of work too. And as I said, to me at least, there’s some comfort in knowing what I’ll be doing tomorrow and that it’s something I’m looking forward to doing.” On Taking on a Different Kind of Work “I know that there is no traditional retirement, but one thinks of the sort of old fashioned notion of a traditional retirement of going from working full time to a period of time that are almost entirely made up of leisure type pursuits. I knew that wasn’t for me, at least not now. So I thought that looking at it as going from one type of work to another type of work was meaningful for me and I think helped in the transition. Obviously, going from an important role at a big news organization to something where I’m pretty much on my own with a laptop, where I said not exactly anybody cares in a sense if I work that day or don’t work that day. But knowing that it’s something I wanted to do for a long time and saying it’s not “retirement.” It’s switching from having worked a certain way for decades to a different kind of work in a different setting.” On a Second Act “The first thing I would say is absolutely go for it…people are generally living longer and hopefully healthier. So, if you’ve got the wherewithal and you can do it, I think a second act different from what you did much of your career is really worth pursuing. I think whatever it is, whatever you choose, whatever makes sense to you, I think could be extremely rewarding…if there are skill sets that you develop in the working world that with maybe a little bit or maybe a big twist can serve you in that second act, it seems to me that’s a kind of a step up, right?”…

The Retirement Wisdom Podcast

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Planning to Retire? Start Here 26:14

16 weeks yang lalu26:14

26:14

What’s next for you? Early registration is now open for our next Design Your New Life in Retirement group program. Join us. The Very Early Bird discount ends on July 31st. Learn more here . Register here . ________________________ Retirement is about so much more than money. But where do you begin to build the life you want after you leave full-time work? Here’s what we’ve discussed with our interesting expert guests: The critical choice you’ll want to make – now – about the years ahead Why retirement is really about creating a new life structure How to use retirement as a catalyst to edit your life The four steps in a reinvention roadmap Why happiness requires knowledge and skill What longitudinal research reveals as the keys to a long and satisfying life How creating a Portfolio Life can open up new possibilities in retirement How your beliefs can affect your longevity __________________________ Want to explore any of these ideas further? Dive into any of the full podcast conversations here: Cynthia Covey Haller Teresa Amabile Elisabeth Sharp McKetta Joanne Lipman Arthur C. Brooks Marc Schulz Christina Wallace Becca Levy ________________________ Explore our Best Books on Retirement __________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ______________________ Wise Quotes On Reinvention “One of the ways to start actually, and I just wrote a piece in The New York Times about this [is] the idea of thinking about your possible selves. Now that’s a psychological term, but essentially what it means is to imagine what you might be, what you could be, and to go beyond the daydream to take some sort of action on possible selves. So that means if, let’s say I’m pivoting in a career, take a course or shadow someone, or do an informational interview. Don’t just like sit with it and cogitate. You’ve got to get out of your own brain.” – Joanne Lipman On Purpose & Meaning “Purpose or meaning actually requires challenge and trauma and hardship and pain – and actually requires unhappiness paradoxically. So these are kind of complicated phenomena, but altogether, everybody can get better at getting happy if you’ve got the knowledge and skills.” – Arthur Brooks On Relationships “The finding that we talk about most in our book, The Good Life , is that it’s very clear across this 86 years of research, and hundreds of papers, that the most important predictor of health and happiness throughout the lifespan is the quality of our relationships with others. How connected we are, how much we can rely on other support, and how much we’re able to do that are really key predictors of how happy we’ll be and how healthy we will be. And it’s all kinds of relationships. It’s not just the person who you may have been lucky enough to spend a good portion of your time with. So it’s not just our marital partners or our intimate partners, it’s friends, neighbors, people we work with, people in our communities, it’s all types of relationships that matter.” – Marc Schulz On Creating a Portfolio Life “And so it can be hard in that transition because not only have you lost the routine of what do I do with my day, you’ve also lost the community of here’s who I talk to on a regular basis – and then you’ve lost this identity. How do I describe myself? Who am I when I get out of bed? And as terrifying as it is to go through that transition and losing all three things at the same time, it’s a huge opportunity because for so many people at that cusp of retirement, they’re thinking, I’m not dead yet. I’ve got a whole life ahead of me. I still have something to offer. And, very likely, I saw a lot of things I’m really curious about that I haven’t had space for. So rather than replacing one thing for another, the opportunity here is to really think about your portfolio, literally like your financial portfolio, and you map out what do I need for this chapter? Do I need a community that will challenge me and push me to grow? Do I need that community to be in person versus one that might be online or over zoom? So you start mapping out what you need. And honestly, a lot of times you don’t know what you need until you don’t have it. So sitting in that really awkwardness of those first few weeks or months and saying, oh, I hate this. Why? What are you missing? And then after you map out what you need, you have that same opportunity to say, okay, well what do I want? What comes next? What are the things that I am interested in or parts of my Venn diagram that I haven’t been able to make use of in a while? And then you just sort of, it’s a little bit like a mashup, a mix tape.” – Christina Wallace…

The Retirement Wisdom Podcast

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Make Your Next Years Your Best Years – Harry Agress, MD 33:06

17 weeks yang lalu33:06

33:06

Who will you become in your retirement? Registration is now open for the next two Design Your New Life in Retirement Groups . Very Early Bird discount available for a limited time. Take the first step toward Future You today. ________________________ Retirement is not an end — it’s an open canvas. In this episode, Harry Agress, MD, author of Next Years Best Years: Taking Your Retirement to the Next Level , joins us to explore how retirement can become one of the most dynamic, creative, and fulfilling phases of your life. A retired radiologist and passionate photographer, Dr. Agress shares lessons from his own retirement journey — from trying an improv class with 20-somethings to donating his art to hospitals — and offers you practical insights to help you shape a retirement that’s vibrant, purpose-driven, and truly your own. You’ll discover: How self-reflection and worksheets helped Dr. Agress navigate the transition into retirement Why embracing “The Four Freedoms” can unlock a new mindset The surprising benefits of trying new things — even improv! A simple but powerful idea: the 8-minute phone call that can rekindle relationships Why pursuing purpose — especially in service to others — fuels a more meaningful retirement Whether you’re preparing for retirement or already in it, Dr. Agress offers a compelling vision of how to make your next chapter the best one yet. Harry Agress, MD joins us from New York. ____________________________ Bio – Harry Agress, MD Following a 36-year medical career in the field of Radiology, Dr. Agress has been retired for 10 years. He is an experienced teacher and nationally recognized lecturer who takes great joy in passing on what he has learned and experienced both in medicine and in retirement. He has been profiled in The Wall Street Journal, appeared on NBC’s “The Today Show,” lectured at the 92nd St Y (NYC) and been featured and America’s Top Doctors. He is a Clinical Professor at Columbia University (NYC) and continues to voluntarily teach medical residents both at Columbia and Weill Cornell Medical Centers. In his new book, Next Years Best Years, Taking Your Retirement to the Next Level, Dr. Agress dives into the many exploits and research that he and others have discovered as they create a new post-career way of living; embracing the emotional, personal and practical side of one of the most unique opportunities of our lives. _______________________ For More on Harry Agress, MD: Next Years Best Years: Taking Your Retirement to the Next Level A Retired Physician Pursues a New Self Portrait in Photography Q&A with photographer Dr. Harry Agress _______________________ Related Podcast Episodes You May Like: The Vintage Years – Dr. Francine Toder Independence Day – Steve Lopez Retiring: Creating a Life That Works for You – Teresa Amabile ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _________________________ Wise Quotes On the Transition to Retirement “It is not a particularly simple transition unless you’ve worked on a lot of these issues before you retired, which I highly recommend. It is a time when actually it is a combination of being very happy, stress is down and everything else. But there’s a grieving process that I think a lot of people have to go through. And you just have to sort of accept it for a while that you have lost something. You have lost your career. You’ve lost some of your friendships on a daily basis and there are ways to to move on past that.” On The Four Freedoms of Retirement “One of the things that does make it easier is what I like to call The Four Freedoms, which is basically taking charge of your fears and anxieties about this new stage in your life and transferring it into freedoms. One of the the first one is fear of failure – and we don’t have to worry about this anymore! We’re not at work anymore. You can go try all kinds of things. I decided I wanted to try improv. I did it with a group where I was three times older than the average kid in this thing and you know it was intimidating for a little bit, but I really wanted to try it. And it turned out to be fine. But at the end when they’re all signing up for the next semester. I’m out of there and I thought I liked it, I felt good I tried it. One of the good things about improv is you don’t have to memorize lines and then and one of the big points is nobody else cares you know at this stage of our life no one cares if you don’t sing well no one cares. If you don’t write well and you just have this amazing freedom where failure just does not exist. Nobody cares so do things that you always wanted to. I think this is another great freedom – at this time you don’t have to worry about what other people think.” On Self-Reflection “One of the things you can do to help this along is think about the things you did in childhood that you really loved. And think about the things, what would you have done if you hadn’t done your career? Because the other big point I’d like to make is that this is a very dynamic process that can last for 25% of your life. This can go on for 20 or more years. So it’s not like, boom, this is just a one-time event. You’re gonna change, and I certainly did, in and out of the time that goes by in retirement. So I think it’s always a good idea to refresh, no matter what stage you’re at.”…

The Retirement Wisdom Podcast

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Why You’ll Want a Hobby – Ashley Merryman 31:47

18 weeks yang lalu31:47

31:47

Retiring? You could wing it…but that’s not you. Be intentional about your future. Registration is now open for the next two Design Your New Life in Retirement Groups . Very Early Bird discount available for a limited time. Take the first step toward Future You today. _______________________ What if I told you the activities you dismiss as “just hobbies” were much more than just fun – and could be one of the most powerful tools for building resilience and maintaining mental sharpness as we age? Ashley Merryman reveals groundbreaking findings that challenge how we think about leisure time and its profound impact on our long-term health. From doctors now prescribing hobbies as medicine to studies finding that singing in a chorus creates instant social bonds, the science behind recreational activities is remarkable. Merryman shares fascinating research demonstrating that even modest engagement—like cooking something special twice a week—can deliver measurable cognitive benefits. Whether you’re looking to boost your brain health, combat isolation, or to find more meaning in your free time, this conversation will change how you view your pastimes. Discover why hobbies aren’t just fun—they’re good for you, in more ways than we think. Ashley Merryman joins us from Washington, DC. _______________________ Bio Ashley Merryman is a two-time New York Times bestselling author who is a frequent contributor to US News and World Report. She who recently wrote a guest column for YOLO, a US News newsletter for retirees and those thinking about retirement on the science of hobbies – finding that hobbies are a key to a healthier, happier life. ________________________ For More on Ashley Merryman Your Hobby May Be the Secret to a Happier, Healthier Life Website _________________________ Podcast Conversations You May Like Learning is a Lifetime Sport – Tom Vanderbilt Inward Traveler – Francine Toder PhD Live Life in Crescendo – Cynthia Covey Haller _________________________ Mentioned in This Podcast Conversation Serious Leisure __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ___________________________ Wise Quotes On the Benefits of Hobbies “The research is very clear. There have been studies, large scale studies, 20,000 people in 15 European countries, 90,000 people in another 15 or 16 countries, and they are consistently finding that hobbies lead to lower likelihood of depression, lower anxiety, better well-being, better physical health, better overall life satisfaction.” On Hobbies & Your Brain “So we’ve got these huge benefits in terms of cognition, well-being, psychology, but researchers at the University of Texas at Dallas decided, Well, let’s see if we can find this in brain scanning. So they did a really interesting experiment with seniors, taking a class either in digital photography, quilting, or some combination of both, and then they had a comparison group which was just doing social stuff. So they would meet every week, and each group were all together, they were spending about 13 to 15 hours a week, so it was a pretty substantial amount of time. For the class, it was about a two-hour class, and then they would practice what they learned. In this social comparison group, they didn’t learn anything, but they would, you know, have a weak theme. Okay, this week, we’re going to talk about travel. So people will just tell us about their stories, about where they’ve been, where they want to go, that kind of thing. Next week, let’s sit down and watch a movie. So mostly focused on social, not learning. And what they found was that both groups within 14 weeks actually showed improvement in their brain development. And the language that the researchers used was that it literally resulted in a more youth-like area of production and functioning of the brain. The difference, though, between those two groups is that high challenge group, the group that was actively learning. You saw this pattern in at least five different areas of the brain. The social group only saw that pattern in one part of the brain. So there was some progress but not nearly as much in that active learning, pushing yourself to figure out how to do something, taking in newer information. But both of them had some progress and they actually saw the same improvement in brain function a year later. So, the stories in terms of, Oh well, after 25, your brain is an inevitable decline, is absolutely wrong, and one of the fastest ways to do that is just to learn a new hobby.” On Singing as a Hobby “Research has actually shown that even perfect strangers, while you’re singing, you’re breathing. and even your heart rate, start getting in sync with the conductor so you’re literally having this joint physiological and emotional experience going along with everyone. Maybe it’s beautiful. maybe you all screw up and have a collective laugh. because Oh wow that was really not what you were looking for but you have this joint shared purpose and this joint shared emotional experience that’s very unique to singing.”…

The Retirement Wisdom Podcast

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Volunteering in Retirement: Purpose with Boundaries – Lisa Lewis 19:02

19 weeks yang lalu19:02

19:02

Volunteering offers a multitude of benefits. And if you end up retiring sooner than you plan to, it can offer a bridge to what you may decide to do next. Yet, it’s easy to take on more than you’re ready for too soon. You’ll want to learn to set boundaries up front to protect your time and flexibility. Lisa Lewis shares her experiences and lessons learned about volunteering with boundaries. Lisa Lewis joins us from Tampa, Florida. _________________________ Bio Dr. Lisa T. Lewis is the Belief System (B.S.) Boss® and Founder of the Belief System (B.S.) Boss® Institute. Through her transformative Belief System training, she empowers individuals to successfully reengineer their belief systems to transform life’s obstacles into possibilities. As an ordained clergy member, award-winning author, TEDx speaker, senior manager, and certified John Maxwell Team Coach, Teacher, Speaker, and Trainer, she brings a wealth of experience and knowledge to her practice, inspiring personal and professional growth in her clients. She formerly served as the Chief Budget and Financial Management Officer at the National Oceanic and Atmospheric Administration (NOAA), Office of Marine and Aviation Operations (OMAO) for both the Aircraft Operations Center (AOC) in Lakeland, Florida and the Commissioned Personnel Center (CPC) in Silver Spring, Maryland. The AOC is best known for the ‘Hurricane Hunters,’ a group of aircraft used for hurricane reconnaissance. They fly through hurricanes to help forecasters and scientists gather operational and research data. The crews also conduct other research projects, including ocean wind studies, winter storm research, thunderstorm research, coastal erosion, and air chemistry flights. Her thirty-six-year federal career began as a stay-in-school student, Clerk-Typist with General Services Administration. Although she studied Business Administration at Barton College, she found her federal niche when she was introduced to federal budgeting and finance in 1991. Since then, she has become the “Olivia Pope” of federal budgeting and finance. She has enjoyed working at a few cabinet-level agencies: the U.S. Department of Health and Human Services with the U.S. Surgeon General and National Institutes of Health, the Department of Transportation, and the Department of Homeland Security. Aside from her recent retirement from Federal service, a few little-known facts about Lisa are that she holds several professional certifications, has authored/published several books, has completed her first TEDx Talk, has an honorary Doctor of Divinity, and is an ordained Elder in the Christian faith. __________________________ For More on Lisa Lewis LinkedIn Website Amazon __________________________ Podcast Conversations You May Like Grace in Motion – Susan Hartzler Your Identity Beyond Your Job Title – Laverne McKinnon The Mutual Benefits of Intergenerational Volunteering – Atalaya Sergi __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . ___________________________ Wise Quotes On The Benefits of Volunteering “The joys of volunteering. for me have been, it helps me not think about myself. And it helps me to be a part of the solution of whatever area I’m involved in. I encourage people who talk about wanting to volunteer, but they’re not exactly sure how they want to do it, to think about what comes up in their mind as a problem area. And they can be part of the solution. Any problem area that you can think about, for the most part, there is an area in which you can volunteer to help be part of the solution to solve that problem.” On Volunteering with Boundaries Because to go from someone who works a 40 hour work week, and I work far more hours in that every week, but to go from a stressful intense work week to zero. is quite a transition. So I definitely understand the emphasis on ensuring you have something else to do when you retire. Volunteering went into turbo speed. So the volunteering I was doing, I had to manage expectations that I had a little more time on my and hands, but I was able to engage a little bit differently, showing up in person more often than what I was able to when I was working full time. But I was being clear, I’m not trading in 40 hours of a work week for 40 hours of volunteering. I’m not doing that. So that is, I think the challenge and the pitfalls are one and the same is managing expectations in your time. Because if you want to do something else with the next chapter of your life, and it’s not volunteering 100% of the time, that is the challenge, is making sure that folks know, I’m not the person to call at the 11th hour.” On Mentoring “I am excited and thrilled that a number of people that I have been able to mentor and manage at different points that were interested in advancing their career, all of them now, 36 years later, are in leadership roles. They’re hiring individuals. They’re running their own offices and doing amazing work. So that’s exciting.” On Do’s and Don’ts Do volunteer first and foremost. Go to the internet and use AI to type in things that you enjoy doing and how you can volunteer in those areas. And it will bring back a barrage of places that you may not even thought of where you can volunteer. And call the organizations because trust me, everyone is looking for volunteers. And talk with whoever is responsible for bringing in new volunteers and see whether or not there’s an alignment with what you believe, how you want to serve. And if that’s the case, go for it. Don’t go all in. I know that’s crazy. It may sound a little backward but don’t go all in in the beginning because when you’re volunteering, this has to be mutually beneficial. Don’t over commit initially, try it on for size. And if it’s working well and it’s a good fit, then go all in. Take baby steps and don’t over commit. That’s the worst thing you could do is to over commit and then not be able to see the assignment through a project through to completion.” _____________________________…

The Retirement Wisdom Podcast

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Taming The Molecule of More – Michael Long 45:15

20 weeks yang lalu45:15

45:15

Michael Long, author of Taming the Molecule of More and co-author of The Molecule of More, joins us to discuss the science of dopamine, why we’re constantly chasing “more,” and how understanding brain chemistry can transform our approach to retirement and finding meaning. Michael Long joins us from the Washington, DC area. _______________________ Bio Michael Long is a physicist, writer, and co-author of the international bestseller The Molecule of More (translated into 25 languages, 500,000+ copies sold) and the author of Taming the Molecule of More. As a playwright, more than 20 of his shows have been produced, most on New York stages. As a screenwriter, his honors include finalist for the grand prize in screenwriting at the Slamdance Film Festival. As a speechwriter, Mr. Long has written for members of Congress, U.S. cabinet secretaries, governors, diplomats, business executives, and presidential candidates. A popular speaker and educator, Mr. Long has addressed audiences around the world, including in a keynote at Oxford University. He teaches writing at Georgetown University, where he is a former director of writing. Mr. Long pursued undergraduate studies at Murray State University and graduate studies at Vanderbilt University. _______________________ For More on Michael Long Taming the Molecule of More: A Step-by-Step Guide to Make Dopamine Work for You Website: tamingthemolecule.com Books: The Molecule of More and Contact: Available through website for book club discussions ______________________ Podcast Conversations You May Like Edit Your Life – Elisabeth Sharp McKetta The Stress Paradox – Sharon Bergquist, MD The Science of Longevity – Coleen T. Murphy _______________________ Mentioned in This Podcast Conversation The Molecule of More by Daniel Leiberman and Michael Long _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . _______________________ Wise Quotes On Dopamine as the “Molecule of More” “If you’re not familiar with dopamine, you hear it’s the molecule of happiness. It’s the thing that makes you happy. You get that dopamine buzz. And it turns out he’s a psychiatrist, of course. I’m a physicist. We’re both accustomed to analyzing systems, looking at things in a big picture. Dopamine is not about happiness. It’s nowhere near happiness. It is a promise-maker. It is a driver. It is a compound, a chemical in your brain, a neurotransmitter. And that’s what we mean. It’s just a chemical in your brain that drives you toward getting the next thing. And there are evolutionary reasons for this, of course. There are practical effects that happen. But until you understand that, there’s a lot of insights about life that you need. simply can’t quite get your arms around. And that’s what led to this, the molecule of more. We thought if we’re fortunate enough we can change the way people talk about dopamine and they no longer say molecule of happiness, they say molecule of more…We have to be wired for more in order to move through life in the first place. If we were just satisfied with the things around us, I’d never get up out of the chair, you know, and neither would you. We would be happy. But happiness isn’t what moves us forward. Challenge is what moves us forward.” On the Dopamine Buzz “So most things aren’t salient to getting through the day. They’re just wallpaper. But if something appears that is more salient than normal, we better pay attention. And that’s dopamine’s first job. It’s to check for something that is more salient as soon as it gets your attention, and it might be useful, then your brain goes, okay, we better investigate. And that’s that feeling you get. That’s the dopamine buzz for real that says I better go find out what this is because it could be if you’re a caveman Something to eat because I gotta kill and keep I gotta kill and eat in the same day You know or it could be something dangerous that I better avoid I better watch out for that and that worked pretty well for a long time but in the 21st century – Wow! That noise out there in the yard is probably the neighborhood fox running around. I don’t need to get worked up about every new possibility that comes around and yet the 21st century is built on nothing but and if you think about media especially, it’s about nothing. But can I get your attention with the slight promise of something better? That’s the whole point of the internet and and commerce on the internet. That’s the whole point of television commercials I hope one of advertising we’re surrounded by this constant dopamine opportunity and it can drive us mad.” On Neil Armstrong and the Moon Landing “Neil Armstrong walked on the moon and after he got back… someone asked him in an interview how did it feel… to be on the moon. And here’s what he said, word for word, it was something we did. Now we should do something else. You see that the power of this chemical in our brain, it doesn’t matter what you do. My friends, it’s not going to make you happy forever.” On Meaning “Aristotle said, if you want to find a satisfying life, and I can’t believe that this wonderful formula is so easy to articulate, make a list of the things that you like to do. Then make another list. What are the things that you do well? Now, which actions, which skills and activities appear on both lists? Now we have a constructive way to spend our time, okay? But that’s, as we say in physics, I’m not trained as a physicist, as we say, as mathematicians say, it’s necessary but insufficient. Okay, so here’s the other thing we need to do. We need to make a third list, and these are the things that Aristotle called virtues that we need to think about matter to us. And when I talk about virtue, I’m not talking about being good. I’m talking about things like love, truth, liberty, knowledge and its pursuit, grace toward others in the form of forgiveness, kindness. Now, we have a list of things that we love to do that we’re good at, and we have a list of virtues that matter to us. Pick out the two or three that matter most to you. What of those activities advance the virtues that mean something to you? And these are the things that we should do. Now, again, another caveat. If you’re thinking that virtues are all about big ideas that change the world, erase that.”…

The Retirement Wisdom Podcast

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Grace in Motion – Susan Hartzler 21:53

21 weeks yang lalu21:53

21:53

Susan Hartzler, author of The Peace Puppy: A Memoir of Caregiving and Canine Solace , joins us to discuss her lessons learned in caregiving and volunteering with Therapy Dogs. Susan Hartzler joins us from California. ________________________ Bio Susan Hartzler is a lifelong dog lover and an award-winning writer who has figured out a way to live her life to the fullest as a single woman, not conforming to the social norms of marriage and children. Winner of the Angel on a leash Award from the Dog Writer’s Association of America and the Pawlitzer Prize from America’s most dog friendly city Carmel, CA, Susan has created a life filled with joy that revolves around her dogs and wrote about it in her first memoir, I’m Not Single, I Have a Dog — Dating Tales From The Bark Side. Susan also works as a blogger for hire and writes public relations and marketing materials for a variety of industries. Her current pack consists of two talented Australian Shepherds, Seven and Paige Turner, who Susan has trained to act in commercials and bring their special kind of love to children in the hospital as therapy dogs. ________________________ For More on Susan Hartzler The Peace Puppy: A Memoir of Caregiving and Canine Solace (Dogs in Our World) Website ________________________ Podcast Conversations You May Like The Best Day of My Life So Far – Benita Cooper An Artful Life – John P. Weiss Detach: Ditch Your Baggage – Dr. Bob Rosen _________________________ Mentioned in This Podcast Conversation Therapy Dogs International About The Retirement Wisdom Podcast __________________________ There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _____________________________ Wise Quotes On Caregiving “Suddenly here I was single, just coming and going as I pleased, except for my dog. And suddenly I had someone that was counting on me. And my dad was a very dynamic man. So he needed some outlets for socialization and for his creativity. And all these things I had to figure out along the way. So there are things that I would tell a caregiver. It’s not just feeding and doing the physical things that are needed. It’s a lot of emotional support too. So you have to be ready. On Baldwin “I got a therapist who helped me a lot. And my dog, Baldwin, he was a rescue dog that my mom bought for me before she died, so I always looked at him as a sign of her love to me. And you know, it’s just, if things got really intense, if my dad was angry about something, I could just say, I’m going to take Baldwin on a walk and leave and breathe and be in nature and be with my dog and come back and things will have changed. So he really helped me a lot in my emotional journey as a caregiver. And my dad loved him too. He was amusing. We got to watch him do funny things. I taught him all sorts of tricks. He sneezed on command. So my dad liked to watch the tricks. And one time he went to the hospital and he came out and he said to me, ‘You know, it was the best thing about coming home.’ I said, ‘What? ‘He said, ‘Baldwin.’ I would have said that, but that was touching that he felt that way too.” On Volunteering “I’m a big advocate for volunteering, especially when it comes to dogs. So my mom was a school teacher. And after she died and I moved home to take care of my dad, Baldwin was so smart and he needed a job. So he had the agility going, but a woman that I met in agility, she was an evaluator for Therapy Dogs International. So I said, ‘do you think Baldwin would be a good therapy dog?’ She said, yes. So she helped me train him. It’s not only the temperament of the dog. There are certain training things. Like for instance, let’s say you’re at a hospital and you’re visiting someone and the food tray comes in. You don’t want a dog that’s going to jump up on the bed and start eating the food. Although my dog Bliss did eat the Play-Doh once, but that’s a whole other story. She didn’t pass the test the first time because she had to have a hot dog. So there’s reasons for the training because you don’t want to put a dog in a situation where they’re not going to succeed.” On Therapy Dogs “Baldwin opened up so many worlds for me. He opened up the world of therapy dogs. I went once a month to County USC with him. And it gave perspective on what was going on in my life. We visited these kids that were going through cancer treatments and they had smiles on their faces, you know? And the thing is you can’t get emotional while you’re there because you’re watching the child, you’re watching the dog, you’re making sure, if there’s an IV, you don’t want your dog to jump up and hit the IV or you don’t want your dog to eat the Play-Doh. So it’s a lot. You have to really watch what’s going on. But afterwards, I would realize what I had just witnessed. And I call it grace in motion because Baldwin… he just had such grace. He knew, I never planned what he was going to do.” __________________________…

The Retirement Wisdom Podcast

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What If I? Best of 2025 – Part 1 20:03

21 weeks yang lalu20:03

20:03

It’s time for a recap of our best retirement podcast conversations from earlier this year. As you listen, ask yourself: What if I put this into action? Ready to learn more? Here are links to the full conversations: Stephanie Harrison Jordan Grumet Anne Laure Le Cunff Ethan Kross Bob Rosen Judith Nadratowski Alison Wood Brooks ______________________ Podcast Episodes You May Like The Very Best of 2024 Best of 2023 – Part Three The Very Best of 2022 _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _____________________________…

The Retirement Wisdom Podcast

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Older or Elder? – Marc Cooper 23:51

22 weeks yang lalu23:51

23:51

Marc Cooper thinks you have an important choice to make. Will you become a wise elder or just someone who’s getting older? Marc Cooper joins us from Portland, Oregon. ___________________ Bio Dr. Marc Cooper is a former healthcare consultant, for almost 30 years – at the practice, corporate and organizational levels. Prior to his consulting career, Dr. Cooper was an academician, basic science researcher and practicing periodontist. He felt a shift later in life, leading him to create and lead an organization called the Contemporary Elder Institute. This is a movement to raise awareness around the transformation we all experience as we age – turning knowledge into wisdom – and how it impacts the remainder of our life experience. On the road to becoming an elder, there are no clear road signs, no GPS to guide the way, and no reliable maps to follow. Navigating this path demands acquiring and cultivating higher wisdom—insights that transcend mere knowledge and shallow appearances. Marc explores a transformative approach to aging in his book Older to Elder: The Thinking and Being of a Contemporary Elder. He rejects our culture’s predetermined and often detrimental path to late age. Marc champions a new path: a path of strength, contribution, and deep self-worth, the path of a contemporary elder. _________________________ For More on Marc Cooper Older to Elder: The Thinking and Being of a Contemporary Elder The Contemporary Elder Institute _________________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey The Pursuit of Wisdom – Ben Lytle The Measure of Our Age – MT Connolly ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _________________________ Wise Quotes On Olders and Elders “Older is objective and elder is subjective. Older is defined by the culture. This is what happens when you get old. These are the problems that occur….So there’s a certain element of conventional knowledge that people can expand their lives through their health span, their lifespan… That’s distinct from a cultural viewpoint… You would observe it in their language, and you would observe it in their listening. So another is a listener, and another knows certain principles that are practiced that older does not, and one would be that listening is more powerful than speaking, that you listen in a way that allows for the other person to have safety…. So an elder earns the light on a different area. So if you watch them speaking over the fence, the elder is nodding his head or her head and smiling and being warming and bracing in a certain way of this of this individual, bringing a level of humanity that he or she has accomplished, and that is welcome, refreshing, and longed for in the older person.” On Switchbacks on Your Path “One of my teachers once said, if you see your steps clearly on the path. it’s the wrong path. If you’ve ever done some hiking, there’s things called switchbacks. And then you keep on climbing and then there’s a switchback and you keep on climbing and there’s a switchback. But I’ve had a lot of switchbacks. And my switchbacks have taken me places that were unexpected. So although having a professional health care career, I also was enmeshed in the Native American Aboriginal world for a while, where elders were present. And so I was able to generate relationships inside of that context, as well as to develop my professional relationships and success in here. And what I saw was missing here was available here. And what was available here wasn’t available there. There was something that was was not linked. So I spent time with elders. And then I trained with a shaman, and his older to elder, when I was not older yet, was in my 50s.Now I think that’s really young. It’s just a spring puppy. In my own consulting arena, I brought that particular set of distinctions there. And then I saw it in myself. I began to see the impact that it had when you’re engaged in different sets of inquiry and questions and understandings.” On Discovery versus Protection “Elders are in discovery. I think holders are in protection. How do I protect my assets? How do I protect my health? How do I sit there? There’s a certain shell that older has, that elder has taken off. People don’t listen as an open element. They already have surmised much and know much….And part of the elders’ beauty is to live in a world where you don’t know. So you’re in wonderment. You take walks and you go in nature and your mind stops and the beauty grabs you and there’s stream water and all of that. And all there knows how to get there in the daily life to be in that arena in that moment where they don’t know. And life’s a mystery. But they’re smart, because they’re learners too. They’re going for deeper understanding, not to protect themselves, but to understand themselves and the world better.”…

The Retirement Wisdom Podcast

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Your Identity Beyond Your Job Title – Laverne McKinnon 25:48

23 weeks yang lalu25:48

25:48

You’re more than your job. Much more. But it takes some time to transition once you retire. It can be especially challenging if you were forced to retire. Laverne McKinnon knows what it’s like to process job loss and what it takes to move forward. Laverne McKinnon joins us from Los Angeles. _______________________ Bio Laverne McKinnon ’s journey reflects a sincere commitment to helping individuals and organizations rediscover their capacity for impact and creativity. She balances multiple hats, integrating her experience and expertise as both a Career Coach and Grief Recovery Specialist with her extensive background as a Film & Television Producer. With an understanding that unaddressed setbacks and grief can erode resilience, Laverne specializes in guiding people and companies to reconnect with their core strengths and aspirations. Her approach is grounded in the belief that clarity of values and purpose lies at the heart of fulfillment and meaningful impact. As an adjunct professor at Northwestern University’s MS Leadership for Creative Enterprises program, Laverne’s highly regarded course on Persuasion & Pitching stands out for its experiential nature, pushing students to engage actively and think on their feet. She imparts the philosophy that pitching is not a contest to be won, but a connection to be made, emphasizing that people invest in individuals before ideas. This philosophy stems from her background as a television programming executive. A significant portion of Laverne’s career was spent on the corporate side, notably as Senior Vice-President of Drama Development at CBS and Executive Vice-President at EPIX. Her involvement in the CSI and CRIMINAL MINDS series highlights her ability to identify and develop highly commercial and financially lucrative franchises. As the inaugural programming chief for EPIX, she earned the platform its first Emmy nominations. Her tenure as Head of Television at Charlize Theron’s production company, Denver & Delilah, further showcased her ability to bring projects to life including three direct-to-series orders. As the Executive Producer of the Netflix series GIRLBOSS and co-founder of K&L Productions with filmmaker Kay Cannon, Laverne’s passion for championing marginalized and underserved stories and communities is informed by her Japanese heritage and growing up in a lower-income household. Laverne’s academic foundation, encompassing a BS in Radio-TV-Film from Northwestern University and an MBA from Pepperdine, underscores her commitment to being a lifelong learner. Along with certifications as a coach and grief recovery specialist, she’s also a practitioner of cognitive behavioral therapy and neuro-linguistics. ________________________ For More on Laverne McKinnon Moonshot Mentor ________________________ Podcast Conversations You May Like Working Identity – Herminia Ibarra The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _________________________ Wise Quotes On Grief from Job Loss “I mentioned having worked at CBS for 10 years. And that was an incredible ride. I was promoted every 18 to 24 months and then wound up being the head of drama development, was part of the team that developed the CSI franchise and Criminal Minds. And then I was fired and I did not see it coming. And that was a really rough and abrupt transition. And I also know from talking with people and many of my clients that they’ve also felt an experienced transitions where they’ve been pushed out as opposed to making a choice. And sometimes it also looks like early retirement as well. And that was honestly like my first awareness of like, whoa, transitions can be really challenging and bring up a lot of emotional stuff. And for full disclosure, Joe, I didn’t know what was going on. I didn’t understand my emotional experience. And it took me about 10 years to realize that I was grieving the loss of my job.” On Visible & Hidden Losses “In my work in helping people with what I call career grief, also known as professional heartbreak, is that we have visible losses and then we have hidden losses. So the visible losses, I lost my job, I lost my title, I lost my parking spot, I lost benefits. But underneath that are those things that you’re talking about, Joe, about people’s sense of belonging, confidence, esteem, identity, dreams, hopes. And it’s those hidden losses that I think in many ways are more piercing than the visible losses because, yes, I went on to a lot of other fancy pants jobs. But even with those jobs, I still had lost who I was, my identity. It’s like that was ripped away from me. And so I’m so glad that you spotlighted that because it’s one of the first things that we do when we start to look at how do I mourn a career setback is to really examine what are the visible losses and then what are the hidden losses.The first thing is to really recognize that career grief is real, professional heartbreak is real. You and I are not making this up. Bereavement experts actually have a term for this. It’s called disenfranchised grief. And it’s any type of grief that is not publicly acknowledged, socially validated. mourned by a community and And again, this is very anecdotal, but I think that retirement it can have a component of disenfranchised grief If not all of it where some people might say oh How wonderful that you’ve retired without really understanding the losses that come with that whether it’s by choice or or not?” On Processing Grief “it’s agency, and tell me, Joe, if I’m defining it in the same way that you are, it” just like, is regaining a sense of control that I actually can make decisions and choices on my own. And so that is, if there are tasks to grief, so there are no rules to grief, everyone grieves uniquely, but there are tasks which are like the acknowledgement of the loss, actually giving oneself permission to mourn, having a mourning process, and then regaining agency. And so some people are head grievers, some people are heart grievers. So heart grievers, I’m a heart griever, I talk about my emotions, I journal, I love to be in group, but I do all sorts of things that allow me to spout out how I feel. Head grievers are less inclined to talk about how they feel. And there’s absolutely nothing wrong with that. There’s no rule. There’s no part of the task of grief that says that you have to talk about your feelings. However, like head grievers will take action in order to help process and to mourn their loss. And in doing that, that’s also regaining agency as well. And so that could be something small, it could be something big, it might be, you know, and these are all things that you’ve talked about quite a bit in your podcast, but it’s, you know, anything from volunteering, from deciding to unretire, it could be finding purpose in a hobby and family and friends. So there’s so many different ways for us to take action and regain a sense of agency.”…

The Retirement Wisdom Podcast

1
Grandmapreneur – Connie Inukai 22:58

24 weeks yang lalu22:58

22:58

Retirement is what you make of it. Do you have a second-act story as an entrepreneur in you? Connie Inukai, author of Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story , shares her experience in her second act as an inventor and “Grandmapreneur.” Connie Inukai joins us from Maryland. _______________________ Bio As a serial “Grandmapreneur®”, Connie Inukai speaks to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. Retired from teaching Technical Writing at the University of Maryland and Johns Hopkins University for four decades, Connie Inukai became an award-winning inventor at the age of 68. Featured in Entrepreneur magazine, “6 Reasons to Pursue Entrepreneurship in Retirement,” Connie encourages Baby Boomers to have an active retirement through business or social entrepreneurship. She is the creator of Write Your Selfie®, where she inspires people to write their life stories in a fun and easy-to-read format so grandchildren and future generations will enjoy turning the pages to learn about their ancestry and life lessons. She is passionate about working with dementia sufferers and their families to preserve the memoirs of this “invisible” population. _______________________ For More on Connie Inukai Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story Website – Grandmapreneur: Inspiring Invention, Ideas, and Impact _______________________ Mentioned in this Podcast Conversation SCORE Mentoring Program _______________________ Podcast Conversations You May Like The Heart of Grandfatherhood – Ted Page Is Semi-Retirement the Best of Both Worlds? – Liz Weston Unretired – Mark S. Walton ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn ________________________ Wise Quotes On Being a Second Act Entrepreneur “SCORE is very helpful because when I started, when I retired, I was 68 years old and then I was fumbling around with my invention. I knew nothing about anything, but I did learn how to invent a product and I went to SCORE because I had no idea what to do and they’re very good with newbies and I think they didn’t expect a newbie to be my age, but I think I’m older than my SCORE mentor, but he was wonderful and the first thing he did was he told me to write a business plan. Most people who write business plans just use a template and copy it and do nothing with it, but he inspired me, so I wrote a business plan that would actually lead me on my path to my business. I actually have two businesses and now a third business. I have one that I want to be a speaker because I gave a TEDx talk, another for Tip and Split , which is my invention. And the business plan shows how I’m going to develop it.And my third one is for, my third business plan is how I’m going to develop my third product, which is called Write Your Selfie. So I actually used my SCORE mentor to help me write my business plans…If you hire a mentor, they’re very expensive. SCORE is free. So, they’re not doing it for money. They’re doing it because they want to help you.” The Benefits of Second Act Entrepreneurship “The main reasons are, first of all, it keeps you mentally active to have a business. And it keeps you physically active. And it keeps you socially active. There are six things, six reasons why it’s good to start a business. The main thing is it keeps you young.” On Shark Tank – and Why It’s Never Too Late “So I took an Amtrak to audition for Shark Tank. Now, if that isn’t dreaming big, I don’t know what is. The reason I went there is because I thought this is my time. Because Shark Tank is more than the product, it’s about the person’s story behind the product, and I’m going to compete. There were about 1,000 people pitching, and I assumed I was the oldest one there. I thought, Yay me! , and why not? All I can do is have a good time, meet a lot of people, and have the time of my life. I’ll tell you the hardest thing about the pitch was, I had to stand in line for two hours waiting for a wristband, and I can’t stand up that long. So I bought a folding stool, and I thought, what does every great inventor do? They solve a problem. If I can’t stand up, I was afraid to sit down on the ground because I knew I wouldn’t be able to get back up. So I thought, okay, let me find a solution. So I went on Amazon and I found this great folding stool. And it was actually a great idea. It wasn’t my invention. A lot of people thought that was my invention. No, that’s just something I used. So people think small, no, think big. Because at this age, we’ve been through so much. We’ve had successes, we’ve had failures, we’ve had everything in between. We have nothing to lose. So why not go for it? I’m 77 and I’m still planning my next invention. I have two more in my head that I’m going to do and they’re going to be great. Is it ever too late? I think that’s old-fashioned. That’s the way people used to look at retirement, that you’re too old and we we can put ourselves on a shelf. Nobody’s putting me on a shelf. Okay, so I think that if you think you’re too old to do something, well don’t talk to me about that. I would encourage you to talk to anybody except me about that.”…

The Retirement Wisdom Podcast

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The Stress Paradox – Sharon Bergquist, MD 39:33

25 weeks yang lalu39:33

39:33

Is stress bad for you? Yes, but so is too little stress. Sharon Bergquist, MD, author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier , shares her research on how good stress, in the right amount and at the right time, can enhance your well-being and longevity. Dr. Sharon Bergquist joins us from Atlanta. _________________________ Bio Sharon Horesh Bergquist, MD, is the author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier. She is an award-winning physician, innovative healthcare leader, and visionary researcher renowned for spearheading a science-based approach to applying lifestyle as medicine. She has helped lead numerous clinical trials, including the Emory Healthy Aging Study and the NIH-funded Emory Healthy Brain Study. Dr. Bergquist is widely published in peer-reviewed journals and has contributed to over 200 news segments, including Good Morning America , CNN, ABC News, The Wall Street Journal , and NPR. She hosts The Whole Health Cure podcast and her popular Ted-Ed video on how stress affects the body has been viewed over six million times. She received her degrees from Yale College and Harvard Medical School. _________________________ For More on Sharon Bergquist, MD The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier Website _________________________ Podcast Conversations You May Like Tiny Experiments – Anne-Laure Le Cunff Shift – Ethan Kross From Cravings to Control – Revamp Your Habits – Dr. Jud Brewe r ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn __________________________ On Good Stress and Bad Stress “You can tell a lot about the difference between good stress and bad stress by looking at studies on retirement because there’s such a discrepancy between the studies, some showing that some people live longer and live better when they retire and some people actually do better if they work past retirement age. And when you look at the difference, it really comes down to the nature of their job. If people are working in jobs that are joyful, purposeful, very reward driven, they tend to do better working past retirement age. And people who feel chronically stressed, overwhelmed by their work, there’s no joy, low reward, they tend to do better to retire. And that begins to tell you a lot about good stress and bad stress.” On Stress “So essentially, good stressors are stressors that are mild to moderate. In terms of intensity, they are generally brief or intermittent, where you are exposed to the stress and then there’s a period of recovery. And their nature is that they’re aligned with your belief system, they’re meaningful, they contribute to a greater good. And the bad stressors that are harmful, in nature, they’re more intense. They can be very overwhelming. Their duration is usually chronic, it goes on continuously. And generally, they’re the ones that drain you, there’s not as much of a sense of purpose or reward. And they leave you feeling exhausted and burnt out.” On the Benefits of Good Stress “We have this natural ability to heal our bodies, to regenerate. And good stress is the mechanism that signals our body to activate these healing systems. The benefits of good stress I think are really having come to light in mainstream because we focus a lot on how we need to reduce our exposure to things that are harming our health. So in our Western environment we know that processed foods, sedentary, loneliness, chronic stress are all factors that are chipping away at our health and there’s tremendous focus on reducing these exposures. What we don’t talk enough about is that we have the ability build health to counter the effects of these harmful stressors in our lives. And that’s what good stressors are trying to do. So I think of it as building a bank account. So these harmful stressors are withdrawing money out of your bank account. And the good stressors are making deposits because they’re repairing the damage. They’re helping you build reserve and resilience.And that in turn helps reduce your risk of disease. It also slows your aging process. So those are the fundamental benefits. And so much of disease and the aging process is rooted in decline in our repair and regenerative systems. And that results in cellular damage. So we have this ability to kind of slow that process with aging to slow what happens to these repair mechanisms from the exposure that are occurring from our daily life and live such a happier and longer life.” The Five Good Stressors “The five key stressors that we know that can activate our repair and regenerative systems and help us live longer and disease-free are plant chemicals that mildly stress our cells, exposure to brief intervals of high intensity activity, thermal stress from heat and cold, fasting stress, reducing incoming nutrients in a pattern that aligns with our circadian biology and good mental and emotional challenges that help us thrive.”…

The Retirement Wisdom Podcast

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The Heart of Grandfatherhood – Ted Page 38:18

26 weeks yang lalu38:18

38:18

Ted Page, founder of the blog Good Grampa, has a new book Good Grandpa: Stories from the Heart of Grandfatherhood coming out on Grandparent’s Day. We catch up on what he’s learned from others about grandfatherhood today and his own experiences as a grandfather. Ted Page rejoins us from Vermont. _____________________ Bio Ted Page is a storyteller and performer. His nonfiction stories have appeared in Boston Magazine and the Boston Globe Magazine , and his comedy screen credits include work with John Cleese and Florence Henderson. His blog for grandfathers – GoodGrandpa.com —has been featured in The New York Times. Ted’s book of true family stories, The Willoughby Chronicles , was published in 2017. Ted is a founding partner of Captains of Industry, a leading boutique marketing consultancy, and a graduate of the University of Massachusetts, Amherst. He lives in New England and has a bunch of grandchildren. ___________________________ For More on Ted Page Pre-order Good Grandpa: Stories from the Heart of Grandfatherhood Blog: GoodGrandpa.com – Nurturing the Next Generation __________________________ Missed Ted Page’s first visit? Listen here __________________________ Podcast Conversations You May Like The Long Distance Grandparent – Kerry Byrne PhD The Mindful Grandparent – Dr. Shirley Showalter TALK: The Science of Conversation – Alison Wood Brooks __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn ________________________ Wise Quotes On the Evolution of Grandfathers “That story begins about 30,000 years ago, and it was when early Paleolithic humans were on the rise, and scientists believe that a shift started to take place where the very earliest grandparents started peering on the scene. Now these were grandparents in their over the late 20s, but life at the time has been described as, you know, brutish and short. People just didn’t live very long. And all of a sudden, there was the grandparents gradually appearing on the scene. And they were able to teach, for example, you know, how do you plant seeds? So to have the better chance of a successful crop. As one example, I’m sure there was all kinds of things like hunting and so forth. And they were the first ones who were being there for their grandkids and instilling the wisdom required to help lead a successful life. So that was the genesis of this. And this is all that was from an article in Scientific American. But that got me thinking about my own grandfather, and I was fortunate to have one grandfather who had this huge influence on me, called him Gramp. And I knew him in the 1970s when I helped him and my grandmother clean the rental cottages on the family’s farm in Vermont, and the number of lessons I learned from him just through being there.” On Today’s Grandfathers “That sense of distance from being a grandparent is changing. You know what, I think if you were an involved parent, as I was, like a really involved dad, you’re more likely to be an involved grandfather as hopefully I am. But I think the biggest difference was, and again, I can’t say this is universal. My wife points out that her dad was different with our grandkids. My grandmother would never miss a family gathering without saying how much she loved her grandkids, loved, loved, loved her grandkids and how much it meant to her. My grandpa, well, we’re not doing that. Never once did I hear him say, Teddy, I love you. But my grandpa, as well as my father and a lot of the dads, the grandfathers that I spoke with, showing your love was by working.” On Forever Letters “A guy reached out to me. His name is Bob Halperin. He was a former director of the MIT School of Executive Education, very bright guy. And he reached out after reading the story in the blog. And he said he was doing something that these days is called a forever letter. In ancient Jewish traditions, going back to the time of the Bible, it was called the ethical will. So it was the practice of writing a letter that would only be read by future generations. And he had a letter written to him by his grandfather, a grandfather that he never met. But this grandfather had big influence on him because of what he wrote.” He took an ancient tradition and he updated it to the time of email. And he’s writing dozens of emails, and he gave the email address to his kids, and he says, I want you to give these to the grandkids at certain ages.”…

The Retirement Wisdom Podcast

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Detach: Ditch Your Baggage – Dr. Bob Rosen 27:23

27 weeks yang lalu27:23

27:23

Use retirement as a catalyst to detach from unhealthy attachments that may be holding you back from living life the way you really want to. Life is shaped by our attachments. Things like security, pleasure, and validation are healthy, but they can be overdone and become a drag on our well-being. Dr. Bob Rosen’s new book Detach: Ditch Your Baggage to Live a More Fulfilling Life offers antidotes to 10 unhealthy attachments that can weigh people down. Dr. Bob Rosen joins us from Virginia. __________________ Bio Dr. Bob Rosen is the author of the new book Detach: Ditch Your Baggage to Live a More Fulfilling Life . Bob is a world-renowned thought leader on healthy people and healthy organizations. As a psychologist, New York Times best-selling author, researcher, and preeminent business advisor, his work in personal and organizational change is recognized worldwide. In 1988, he founded Healthy Companies and has interviewed or advised more than 600 CEOs of world-class companies. Over the years, Dr. Rosen has written eight books helping others to learn and grow. Bob is a frequent media commentator who has been quoted in the New York Times, Wall Street Journal, Fortune, Bloomberg Businessweek, the Financial Times, Time, Chief Executive Magazine, and more. Bob’s books also include the New York Times Bestseller Grounded®, and the Washington Post best-seller Conscious , Just Enough Anxiety , Global Literacies , and the Catalyst, The Healthy Company, and Leading People , He is also in demand as a global keynote speaker with a special focus on the psychology of self-improvement. Bob graduated from the University of Virginia. He subsequently earned a PhD in clinical psychology at the University of Pittsburgh. Bob teaches in executive education programs, and has been a longtime faculty member in the Department of Psychiatry and Behavioral Sciences at George Washington University’s School of Medicine. ____________________________ For More on Dr. Bob Rosen Detach: Ditch Your Baggage to Live a More Fulfilling Life Website _______________________ Podcast Conversations You May Like Shift – Ethan Kross Edit Your Life – Elisabeth Sharp McKetta The Self-Healing Mind – Gregory Scott Brown, M.D. _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn ________________________ Wise Quotes On Anxiety “One of the first things I help people with is to distinguish between too little anxiety, which is the face of complacency, and too much anxiety, which is the face of chaos, and how to find just the right amount. And we have to get comfortable living with just the right amount of anxiety, because that’s really how the world operates. So the key here is learning to be agile.” On the Choice of Two Paths ” [It] is really all about thriving in change. And it’s especially true in retirement. Well, if we just put this in the context of retirement, I’m a firm believer that when we enter the third trimester of life, we can walk on one of two paths. One path is really about having an open mind, it’s about greater introspection, being less anxious and cynical, being more empathic, less self-centered with more gratitude, with fewer attachments. And the other path is really one of fear, of anxiety, of sadness, of boredom, of feeling unhappy and really a path of regret. And we choose consciously or unconsciously which path we want to lead down. Now the problem is, is that we can’t control everything and the serenity prayer of accepting what we cannot change, embracing what we can and having the wisdom to know the difference is so important in retirement because there are many things that we can’t control. We were taught to shape our environment but the reality is lots of things are outside our control and it gets in the way of executives too because they micromanage, they mistrust and they can’t control things sometimes – but the same is true in retirement. And so I think the key here is to allow yourself to be vulnerable, allow yourself to be more trusting that things will work out okay and sometimes they don’t, but that’s okay.” On How to Detach “We created a 40 item assessment that you can take online and it will assess based on your answers to questions which attachments are most relevant to you. And then what we do is we take you through a four-part process that starts with awareness and acceptance in terms of what’s going on inside of you and what’s going on outside of you. The second step is to discover your attachment and the why underneath the attachment. What is driving that attachment in particular for you? The third step is the aspiration, which is: what is your vision of your desired state? What do you want to get rid of and what do you want to embrace? And then the last step is action.”…

The Retirement Wisdom Podcast

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Retirement Regrets – Noah Sheidlower 30:15

28 weeks yang lalu30:15

30:15

What retirement regrets lie ahead? You can learn a lot from other people’s experiences and avoid some retirement regrets that have derailed others. Our guest, Noah Sheidlower of Business Insider, joins us to discuss what he learned from a recent series on retirement regrets he and his colleagues reported. Noah Sheidlower joins us from New York. ______________________ Bio Noah Sheidlower is an economy reporter with Business Insider. He joined in June 2023 and covers retirement, immigration, and employment trends. Noah led a 17-story retirement series on regrets older Americans have about their lives and worked on a video about what six older Americans would tell their younger selves. He led an eight-month story about how eight families benefited from basic income initiatives. He has also reported extensively on how Americans have navigated unemployment, what compels Americans to move, and how mass deportations could impact the economy. He has appeared on SiriusXM Business Radio and CBS News to discuss his reporting. Before joining Business Insider, Noah received his Bachelor’s in Sociology and English from Columbia University. Noah has covered the restaurant industry, transportation, retail, and markets for CNBC, NBC News, CNN, and The Atlanta Journal-Constitution. ____________________ Podcast Conversations You May Like The Good Life – Marc Schulz Retiring: Creating a Life That Works for You – Teresa Amabile The New Happy – Stephanie Harrison _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn ______________________ Wise Quotes On Meaning & Purpose “…we heard from a lot of people who kept mentioning meaning and purpose. This is something that we have heard many, many times from people saying, even though I retired, even though I stopped my 9 to 5 job, I still have found purpose, whether it was volunteering, whether it was going back to work part time, whether it was finding some kind of project in the home. We heard from a lot of people who said that they have worked on interior decorating projects or have built homes completely anew. And then we heard from a lot of people who said that focusing on health was a big one. You don’t even want to know how many 80 and 90 year olds I talked to who said I go to the gym every day. They make the trek to go to the gym, run a mile around the track every day. So definitely there were plenty of silver linings.” On Professional Regrets “We heard a lot of professional regrets. We heard from people who said, I did not maintain my professional connections enough. So I had a layoff when I was 60. I couldn’t quite retire. And well, my resume is not updated. My skill sets aren’t up to date. What do I do? And that’s another thing that I heavily report on it is older Americans in the workforce. And we’ve noticed from a lot of people saying I’ve applied to 500, a thousand jobs.” On Happiness in Retirement “…people who said that they worked very low paying jobs throughout their career and have not a lot of money in their retirement and are actually very content, probably a lot happier than most people in retirement. And that was just shocking for me to hear at least seeing that my grandparents, my grandparents had very successful careers and they said, well, my friends who weren’t as successful during their careers are nowhere near as happy as I am.” On Purpose in Retirement “…purpose seemed to be a guiding principle for a lot of these people. Obviously not everyone was equipped to retire, but for the people who were lucky enough to have the financial resources to have successful retirements, one of the main things that they preached was I discovered my purpose. I found meaning, and it wasn’t in ways that you would potentially expect. It was a lot of people saying, Well, I’m poor and I’m relying on Social Security, but my purpose is caring for my dog or seeing my grandchildren. We talked to people who said my purpose was going back to work. We talked to a woman who worked and ran a winery for much of her career and then was like Well, I can’t do this anymore. It’s too taxing on me. So, I’m going to be my village’s trustee. And so, people taking more of those types of civic positions. We heard from people who said, Well, I’m not going to retire. I’m just going to keep working and working and working. We talked to somebody who’s 87 and is still going to business meetings in Boston and is still putting on suits and ties to go talk to people and have coffee chats. And he was saying, Well, my brain’s a muscle. I don’t need my brain to atrophy. I don’t need to be sitting and withering away .”…

The Retirement Wisdom Podcast

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Holistic Retirement Planning – Lane Martinsen 20:16

29 weeks yang lalu20:16

20:16

This podcast covers the non-financial aspects of planning for retirement. But make no mistake – you have to get your money right. Lane Martinsen is the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning , which describes his approach of holistic retirement planning. Lane Martinsen joins us from Arizona. ______________________ Bio Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative, and a Retirement Income Certified Professional (RICP®). Lane is the Principal of Martinsen Wealth Management, LLC located in Tempe, Arizona. Lane is an Ed Slott Elite IRA Advisor and a member of the National Ethics Association (NEA). Lane has a diverse background within the financial services industry that first started in 1988. In addition to serving his own clients, Lane has trained and mentored hundreds of other financial advisors from all parts of the country. Lane id the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning and of the Amazon bestselling book The Holistic Retirement Planning Revolution. He’s also the host of the popular educational YouTube channel The Financial Fast Lane. Lane and his wife Tara met in college and recently celebrated their 31st anniversary. They have 5 children and 6 grandchildren. In 2010 (before any grandchildren were born) they fulfilled a dream to live with their kids in a foreign country. Lane and his family lived near the beach at Playa Conchal in beautiful Costa Rica for one year 2010-2011. During this time they formed many treasured memories and were able to provide humanitarian services to the local Tico people that they grew to love deeply. ________________________ For More on Lane Martinsen 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning The Financial Fast Lane You Tube Channel Martinsen Wealth Management _____________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile How to Retire – Christine Benz The Key Decisions for Retirement Success – Wade Pfau _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _____________________ Wise Quotes On Holistic Retirement Planning “Holistic planning is not traditional. Most Financial Planning is kind of transactional in nature and it’s specific to a certain transaction or a certain goal. But when you when it comes to retirement planning and we’re going to plan for decades, right? The quality of the planning becomes much more important and holistic planning is taking in all the aspects. So it’s certainly much more than investing right? You’re looking at the tax implications over time, healthcare, and will my money run out? The five W’s are the five key areas of wealth management so it’s it includes investment planning, it includes income planning, tax planning, health care planning and legacy or estate planning. So there’s a kind of the five big areas and you can’t really neglect any of those. So if you’re leaving one or two of those off, you really don’t have a complete plan.” On Risk and Holistic Retirement Planning “A lot of times people don’t understand sequence of returns risk for one. And a big reason for that is because they’ve never had to deal with it. All during their working years, there is no sequence of returns risk. It’s only as they get close to retirement and then in those retirement years. And people don’t really know how that works and what is the risk. And so that’s one big area where we like to educate them. You really can manage it well when you have a strategy to do so, but if you don’t have that strategy. then there’s more risk than you should take. Inflation, of course, losing buying power every year is something you have to account for. And a lot of times people aren’t really thinking through that. RMDs that kick in and can cause additional taxation. We call them tax triggers. It’s like you kind of think you kind of know what the tax brackets are and then, Oh, wait a minute. Now I have some extra tax on this or my Medicare goes up. And so there’s little surprises like that. We like to shine a light on and make sure we’re not doing things that cause our money to be depleted prematurely.” On Market Volatility “We don’t ever like to make predictions. But one prediction I can make is that there will be volatility in the markets. There always is. It’s in the nature of the markets and you just you’ve got the timeframes and you’ve got the right strategies. It’s nothing to be feared. Lack of preparation is something to be feared.” _______________________…

The Retirement Wisdom Podcast

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Empty Nester – Dr. Rachel Glik 26:13

29 weeks yang lalu26:13

26:13

Retirement is a big transition. And for some, there’s another to navigate: becoming an empty nester. Dr. Rachel Glik, author of A Soulful Marriage: Healing Your Relationship With Responsibility, Growth, Priority, and Purpose , sees it as an opportunity to reset, recalibrate and strengthen a marriage. Dr. Rachel Glik joins us from St. Louis. ______________________ Bio Dr. Rachel Glik is the author of A Soulful Marriage: Healing Your Relationship With Responsibility, Growth, Priority, and Purpose . She is a licensed professional counselor with a doctorate in counseling and a Masters in Industrial/Organizational Psychology. Known for her compassionate yet challenging approach, she has counseled individuals, couples and families in private practice for over 30 years. Dr. Glik gets to the heart of what we deal with every day… and that is our relationship with ourselves and with each other. She passionately strives to empower her clients to connect to their truest self, which forms the foundation for the niche she has carved in strengthening relationships. ______________________ For More On Dr. Rachel Glik A Soulful Marriage: Healing Your Relationship With Responsibility, Growth, Priority, and Purpose Website _____________________ Podcast Conversations You May Like The Go-Giver Marriage – Ana Gabriel Mann Shift – Ethan Kross Live Life in Crescendo – Cynthia Covey Haller _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _________________________ Wise Quotes On Friction “When they get scared because their conflict or emptiness or disconnection has reached such a level and they they everything they’ve tried just keeps them stuck. And so the friction, one of the first things I tell couples which you just said something like Oh, we have conflict is that it’s actually a good sign. It’s not a bad sign. It depends on how you handle the friction and the conflict but we’re the premise is that we’re here to grow and that’s what keeps the true spark is an element of being invested in your partner’s growth and true care and respect for them as a human being. You aren’t just trying to get your needs met but you really care about their betterment, and your own betterment, and your closeness betterment.” On Wisdom “It’s not this is tearing us apart. It’s bringing us together. This is a big opportunity and it strikes me that well I know for a fact that we are looking for wisdom these days as the promise of technology and and stuff is not answering all the questions that we’re asking. There’s so much wisdom and ancient wisdom that’s been helping people for thousands of years. Why not tap into that? And it’s really practical too is what I have found.” On Ego and Soul ” I love the work of Daniel Kahneman who wrote Thinking Fast and Slow. And I actually learned about the book through my Kabbalah teachers. And it really emulates the same or mirrors the same idea that we learn in ancient wisdom that we have two systems, we have the ego and the soul. And the more we’re aware of those two and work to negotiate the the relationship between the two.And the ego is the one that’s going to want to have fast relief. It’s it’s survival oriented, so of course it’s not to judge ourselves for having it though. It’s inherent and it’s a good thing, but as we convert from that voice to the soul’s voice which has a bigger picture perspective.Then that’s when we start to have freedom.And it’s hard. It will always be hard. It will never it’ll get harder. The tests have to be there.It’s inherent in the design of the universe that we have to put in effort. So if we conquer one level of empowerment or self-mastery, then it will it will get another one.”…

The Retirement Wisdom Podcast

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Shift – Ethan Kross 38:09

30 weeks yang lalu38:09

38:09

You’re working on your physical fitness, but how about your emotional fitness? Dr. Ethan Kross visits with us to discuss his new book Shift: M anaging Your Emotions — So They Don’t Manage You . Ethan Kross joins us from Michigan. _______________________ Bio Ethan Kross, PhD, is one of the world’s leading experts on emotion regulation. An award-winning professor in the University of Michigan’s top-ranked Department of Psychology and its Ross School of Business, he is the director of the Emotion & Self Control Laboratory. Ethan has participated in policy discussions at the White House, spoken at TED and SXSW, and consulted with some of the world’s top executives and organizations. He has been interviewed on CBS Evening News, Good Morning America, Anderson Cooper Full Circle, and NPR’s Morning Edition. His pioneering research has been featured in The New York Times, The New Yorker, The Wall Street Journal, USA Today, The New England Journal of Medicine, and Science. He completed his BA at the University of Pennsylvania and his PhD at Columbia University. ______________________ For More on Ethan Kross Shift: Managing Your Emotions–So They Don’t Manage You Website ______________________ Podcast Conversations You May Like Thinking Better to Live Better – Dr. Woo-kyoung Ahn Self-Compassion – Dr. Kristin Neff The Mindful Body – Ellen Langer Happier Hour – Cassie Holmes, PhD ________________________ Mentioned in This Podcast Episode Chatter & Your Inner Voice – Ethan Kross WOOP – Gabriele Oettingen Implementation Intentions – Peter Gollwitzer _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _________________________ Wise Quotes On Emotions “Emotions are responses to things that happen in the world or in our minds that we judge to be meaningful. And when we perceive meaningful things, it activates a loosely coordinated response within our minds and our bodies that is designed to help us manage the situations we find ourselves in. So just to make that concrete, if my view of what is right versus wrong is violated, and there’s an opportunity for me to fix a situation, I’m going to experience anger. Anger is an emotion that motivates me to approach, get in there and try to fix the situation. If there’s a threat on the horizon that is important to me, I’m going to experience some anxiety. I’m going to have a fight or flight response that’s going to motivate me to zoom in really carefully on the situation so I can plan for it. Those are emotions. And when they’re experiencing the right proportions, not too intensely or too long, they’re vital tools that we have that we use to navigate the world. The big problem, of course, is that sometimes those emotions are triggered out of proportion. And when that happens, that can be a big problem. And that’s what my book Shift is all about, how to manage emotions in those circumstances.” On Purpose & Meaning “Viktor Frankl was a psychiatrist living during World War II and just experienced massive loss, lost his family, his livelihood, his career. yet he was able to muster through the atrocities of World War II and concentration camps by finding meaning and purpose in his daily life. And his book always really stood with me, stuck with me, because it was an illustration that as bad as times can get, and hopefully they’re not too bad for you who are listening, but if they are, there’s always the possibility of finding meaning and purpose in life. And so I think thinking about that, being flexible and how we construct meaning and purpose is really useful. Lots of us find meaning and purpose from our jobs if we’re lucky, but we can also find meaning and purpose in our families and in our communities. And so I think taking the time, if your retirement is one where you truly are stepping away entirely from a vocation that is to find your life, think about where else you can find meaning in your life and then dive in to those spaces. Because those will provide a kind of compass that steers you through the next phase of your life. Thank you. Well, we evolve the capacity to experience negative emotions for a reason. They help us manage situations that are important to us.” On Perspective “Well, the best way to sum up perspective is as follows. I think many of us have the intuition or understanding that we have the ability to change the way we think, to change the way we feel. We can focus on the bright side, we can adopt a more objective stance. The problem is that it can be really hard to do that when you’re in the heat in the moment. It’s often easier said than done. What perspective does is that perspective shifters are tools we can use to step back and focus on our circumstances from a different point of view that often makes it a lot easier for us to change the way we think, to change the way we feel. One example of a perspective shifter something I call linguistic distancing. So trying to think through in a situation, give yourself advice using our own name and you. All right, Ethan, what do you think you should really do here? What that does when you refer to yourself using your own name and you, it shifts your perspective. It gets you to relate to yourself like you’re relating to someone else. And why is that useful? Well, it’s a lot easier to give advice to other people than it is to take our own advice as we often know. And so that’s one example of a perspective shifter. And this is a very useful category of tools because sometimes you have to stare a problem in the face. You can’t get time away from it, which we know can often help people with their emotions.”…

The Retirement Wisdom Podcast

1
The Art of a Balanced Life in Retirement – Dr. Marybeth Crane 29:04

31 weeks yang lalu29:04

29:04

After a successful, demanding, and high-stress career, how do you shift gears to a new, more balanced life in an early retirement? Marybeth Crane shares her story and insights. Dr. Marybeth Crane joins us from Texas. _________________________ Bio Dr. Marybeth Crane is a retired board-certified podiatric foot and ankle surgeon. She specialized in sports medicine in private practice for over twenty-five years and successfully built a multi-million-dollar private practice from humble beginnings. In her spare time, she completed more than twenty marathons, a dozen or so Half-Ironmans, and two Full Ironman Triathlons. She’s the author of the book Drop the S: Recovering from Superwoman Syndrome . She believes that exercise is the most powerful drug physicians can prescribe and that choosing a healthy lifestyle will help combat the aging process. ____________________________ F or More on Dr. Marybeth Crane Drop the S: Recovering From Superwoman Syndrome Website Blog _____________________________ Podcast Conversations You May Like The Power of Reinvention – Joanne Lipman Strategic Quitting – Julia Keller Is It Time to Break Up with Busy? – Yvonne Tally ______________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _________________________ On Identity in Retirement “I actually found that’s a real thing. My husband was very concerned because I’ve been Dr. Crane for 30 years. And now all of a sudden, I’m Marybeth. And I will tell you that probably for the first six months to a year, it was hard to meet someone new and say, Hi, I’m Dr. Crane . No, it’s a Hi, I’m Marybeth . And I would have to change it because I didn’t want to sound like some arrogant jerk. Oh, by the way, I’m a doctor. So it’s a real thing. But you also start to think about who is Marybeth versus Dr. Crane, because Dr. Crane was like a different entity. In fact, my husband would tell me when I came home, could you turn the doctor off? Because I was running the practice and my name’s first on the door, it’s my way of the highway kind of thing. And you’d come home, and now you’re a team. And I’m not the captain of the team necessarily every day. So in retirement, you start to actually be more your authentic self.” On Structure in Retirement “You learn to figure out what your priorities are for getting through your day – the things that you want to get accomplished, the things you can get accomplished, the things you really don’t feel like getting accomplished, and maybe can take off the to do list, versus you’re running a company you have a strict schedule that you’re going hour to hour to hour. In my case, every 15 minutes there was a different person in my room, and whether you wanted to do it or not, they were there whether it was a good day or a bad day, they were still there. So, flexibility is probably the best thing, but the more you get to decide what’s important, your priorities definitely change. I feel like I was running a marathon as a sprint. When I was practicing, you’re just going, going, going. And we have an entire generation that glorifies the grind – the more you grind, the more money you make, the better off your life is. Well, that’s not what it is. It’s really, can I fulfill the things that I can do out there that somebody else can’t, can I do the things I want to do, and not what I have to do?” On Purpose “If I can help just one person, then that’s my purpose. If you think that your purpose is to play golf every day, I would tell you no. But there is a purpose to that too, because you’re out there, you’re having fun with other people or other couples, you’re enjoying the outside, and you’re delving into their retirement, because most of them are retired or thinking about being retired. And you’re helping them get through those those building blocks to what does the rest of your life look like?”…

The Retirement Wisdom Podcast

1
Spring Training (for the Rest of Your Life) – John Kaag 25:08

32 weeks yang lalu25:08

25:08

In today’s complex, fast-paced world, what can we learn from philosophers? John Kaag thinks we can learn a lot. He’s created an audiobook Spring Training (for the Rest of Your Life), discussing his ideas highlighting Thoreau, Emerson and William James. He’s also the co-founder of Rebind, an AI company transforming classic literature into interactive, guided experiences. Rebind pairs books with original interactive commentary from some of today’s greatest thinkers who serve as expert guides, featuring conversations, personal anecdotes, historical context, and reflections. Rebind was named to Fast Company ’s prestigious list of the World’s Most Innovative Companies of 2025 and was a TIME Magazine “Best Invention of 2024.” John Kaag joins us from Massachusetts. __________________ Bio John Kaag is a distinguished philosopher and author, widely recognized for his deep knowledge of Henry David Thoreau’s classic Walden. He has authored several books, including American Philosophy: A Love Story and Hiking with Nietzsche, both of which were New York Times and NPR Best Books of the Year. In 2023, he published Henry at Work, a thorough examination of Thoreau’s philosophy as it relates to post-pandemic work habits. Kaag has contributed to The New York Times, The Wall Street Journal, and Harper’s Magazine, bringing timeless philosophical insights to a wider audience. ________________________ For More on John Kaag Spring Training (for the Rest of Your Life) Rebind Try Rebind – Discount offer _________________________ Podcast Episodes You May Like Living for Pleasure – Emily Austin, PhD The Art of the Interesting – Lorraine Besser, PhD An Artful Life – John P. Weiss _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _________________________ Wise Quotes On Philosophers – and AI “I think it’s interesting. I think that when it comes to the perennial questions of philosophy, like why am I here? What is the good life? Why is life worth living? These questions typically are answered in very personal settings, between friends, between family members, between, I teach at UMass Lowell, so my classes are relatively small within a classroom setting. But I think what’s interesting is that when like lots of readers and lots of thinkers don’t have the chance to interact with others in a sort of active way. My mother was one of these individuals. She retired when she was 68, and she lived until she was 76. And during that time, she spent quite a bit of time online, reading online, but she really missed human companionship. And what’s interesting with this time of AI and artificial intelligence is that we have the ability to scale one-on-one tutoring interactions. Many people have talked about the use of Chat GPT and asking Chat GPT questions and getting responses. But what I find really interesting is that we have the chance to use AI to dynamically distribute original human comments and commentary into conversation.” On William James, Action and Emotion “William James…was the founder of empirical psychology at Harvard, the founder of American Pragmatism, which is one of the two major philosophies that was born in the United States in the 19th century. William James, in his empirical studies of psychology, discovered that there’s a real relationship between action and emotion. And we often times think that we’re happy and therefore we smile. But William James, and it’s it’s termed the James-Lange theory of emotions instead of saying that we smile because we’re happy. James said the other way around. He said, we are happy because we smile. So anybody who’s been down in the dumps and gone for a walk and felt better or anyone who’s even tried a little bit of yoga, sort of the beginning sun salutation, where you point your hands up to the ceiling and point your chin up to the ceiling. Looking up has this transformative power on our emotional landscape. And James was the first to discover this. It’s going back to my mother. She declined very precipitously when she could no longer walk and her emotional state sort of declined very rapidly as well.” On Habits “William James was pretty smart about habits. He said, following the ancient Greek Aristotle, that habits form ourselves. So if you think about who you are as a person, you are sort of defined by what you do in a habitual way, and your body actually takes the shape of the habits that we participate in. James, however, unlike Aristotle, was interested more in our ability to break habits, to unfix the beliefs that might have been given to us by our conventions, our society, our histories, and trying to overcome those. For James that was the task of life. If we think about cases where we reach our limits, or our habitual limits in life, and then overcome them and explore possibility, risk, uncertainty, what philosophers call indeterminacy, the sort of shakiness where the universe is not what we just expect, those are chances for us to both risk and lose something in some cases, but also to test ourselves and to discover who we are beyond the sort of normal constraints of everyday life. And James was interested in both thinking about life as a risk, but also as a reward, and both of those are equally ours when we explore them at the limits. And and I found that to be pretty instructive when I was reading James or rereading James for the umpteenth time and thinking about my mom being like, oh, man, I wish she could still get around. And what is interesting is that James suggests that even when our mobility and our actions are inhibited, we still have the ability to do small actions. And those small actions do matter for our emotions and for how we’re feeling. So I take that as pretty interesting.” On Rebind “[On Rebind] you get to go read Walden with me or you’ll be able to read The Tale of Two Cities with Margaret Atwood or Salman Rushdie doing Candide. And you’re basically getting a one-on-one masterclass with an expert about a classic book. And you get to ask any questions that you want and you’ll get pretty good answers. And thankfully, they’re originally and authentically sourced from the commentary that we’ve gotten. There are 13 books up on the site. There’ll be 27 by the fall. Well, I’ve learned that it takes that AI has this. a very, very bad rap that it is not particularly popular and people are very suspicious. And people don’t mind interacting with a generic AI bot if they’re dealing in insurance, if they’re insurance agencies or maybe they’re pharmaceutical companies, they just wanna get answers about their drugs or something. But they don’t want to hear a generic AI bot wax eloquent about great books or poetry or things that we really care about. And that’s where the authenticity really matters. And I had to convince these authors, John Banville who won the Booker Prize, Marlon James who won the Booker Prize, Atwood, Rushdie, Elaine Pagels who gave us the gospel or gave us commentary on the Gospels.I really had to convince these participants and commentators that we weren’t pirating anything and that we were distributing their words know, useful in authentic ways. So that was one thing. The second thing is that people like to talk about books. There are 50 million people involved in Bible study, and we’re going to put out the Bible this spring in this form. There are five million people in book clubs, and people like to hear other people’s thoughts about reading. And that’s something that I’m hopeful about in terms of turning this into a genuine group reading experience.”…

The Retirement Wisdom Podcast

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What’s Your Cause? – Ed Hajim 46:28

32 weeks yang lalu46:28

46:28

Ed Hajim shares his remarkable journey from a tumultuous childhood—moving through foster homes and orphanages after being kidnapped by his father—to becoming a successful businessman and philanthropist. Hajim explains how his experiences became advantages later in life, teaching him adaptability, resilience, and self-confidence that fueled his success at the University of Rochester and beyond. Now dedicated to giving back, he focuses on helping young people through scholarships and education initiatives, guided by his philosophy that “anything is possible, education is the solution to everything, and never be a victim.” Hajim offers powerful insights on finding purpose in later life stages through volunteerism, mentorship, and philanthropy, emphasizing the profound satisfaction that comes from helping others succeed. _______________________ Bio Ed Hajim, the son of a Syrian immigrant, is a seasoned Wall Street executive with more than 50 years of investment experience. He has held senior management positions with the Capital Group, E.F. Hutton, and Lehman Brothers before becoming chairman and CEO of Furman Selz. Hajim has been the co-chairman of ING Barings, Americas Region; chairman and CEO of ING Aeltus Group and ING Furman Selz Asset Management; chairman and CEO of MLH Capital; and chairman of High Vista, a Boston-based money management company. In 2008, after 20 years as a trustee of the University of Rochester, Hajim began an eight-year tenure as chairman of the university’s board. Upon assuming that office he gave the school $30 million—the largest single donation in its history—to support scholarships and endow the Edmund A. Hajim School of Engineering and Applied Sciences. Through the Hajim Family Foundation, he has made generous donations to organizations that promote education, health care, arts, culture, and conservation. ______________________ For More on Ed Hajim Island of the Four Ps: A Modern Fable About Preparing for Your Future Website On the Road Less Traveled: An Unlikely Journey from the Orphanage to the Boardroom ______________________ Podcast Conversations You May Like Live Life in Crescendo – Cynthia Covey Haller How to Live a Values Based Life – Harry Kraemer ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn __________________________ Wise Quotes On Reviewing Your Interests “Go back and look at your passions. If you left some passions behind, did you really want to paint or play the piano? Or had you always wanted to find out about France or Belgium or Argentina? Well, the passions you left behind, and now you have to really have the time and the energy to pursue them. One of my passions, as you’ll see in my book, is to help people do better than they thought. And that’s a lifelong passion because no matter what you’re involved in, if you can pursue that, you’ll get a great response. So you have to go back and look at your passion and maybe in an athletic experience. And I do believe this concept of taking time to reflect. I like to take the holidays at the end of the year and sit down and spend time to do a really deep dive and ask questions. Now, passions are not only my interests, my likes, my dislikes, my talents, and also contextual. You may be in a situation where I don’t know how long it’s going to take California to come back, but you can commit yourself to getting involved with the problems there. That could take five years of your life if that’s what excites you.” On Testing Your Pursuits “Start writing early as possible, write things down and look at them monitor them. Sit down and write down here’s what I want to do. And then I think every once a year, do a very simple dive, to say that I accomplished it. And every three years, do a real deep dive, maybe I’m on the wrong path. I wouldn’t question every year where I’m at. I mean, it takes you by mind three years to see whether this thing is good enough, but write it down, but also spend time in what I call contextual sense. Think about what the world, where the world is going, like AI or biotech. You don’t have to be really knowledgeable, you just get interested in them. What are the trends in Alzheimer’s? A friend of mine runs it, has been involved in Alzheimer’s. And he’s got a foundation, which he’s now working to solve the problem. But write it down, write it down. Go back to some of the old things you did once. There are a lot of places, or finding another organization that fits something you’re really interested in.” On Purpose “Well, finding the new purpose is more difficult. You go through life and your first purpose will be to be financially independent and my second purpose was to have a family that I could support. The third purpose was to be successful in business and so forth. Older people in my mind, you have to reach back and find a purpose that you want. The fourth part of life is community, giving back. It’s pretty easy to find a purpose in giving back. The other purposes are material, and they’re ephemeral by the way, too.”…

The Retirement Wisdom Podcast

1
Stop People Pleasing – Hailey Magee 23:20

33 weeks yang lalu23:20

23:20

Will your next phase be your time? If you’re a people-pleaser, or know someone who is, you’ll want to hear from Hailey Magee, author of Stop People Pleasing and Find Your Power . It’s time to set better boundaries, advocate for your needs and priorities and start living the life you’ve imagined. Hailey Magee joins us from Seattle. ______________________ Bio Hailey Magee is a certified coach who helps people around the world break the people-pleasing pattern and master the art of self-advocacy. Holding a credential from the International Coaching Federation and certified by Erickson Coaching International, Hailey has worked with over 500 private clients, helping recovering people-pleasers rediscover not only their power and agency, but their pleasure, joy, and sense of wonder. Her debut book, Stop People Pleasing and Find Your Power , was released by Simon & Schuster in 2024. Hailey’s refreshingly nuanced perspectives on boundary-setting and self-advocacy have captured the attention of millions on social media . Her work has been featured in The New York Times , The Gottman Institute , Business Insider , and Newsweek , and she has facilitated workshops in partnership with WeWork, Women In Music, and a variety of other companies and organizations. Hailey is dedicated to offering her clients clear, research-supported strategies for change. She resides in Seattle, WA. ______________________ For More on Hailey Magee Stop People Pleasing and Find Your Power Website ______________________ Podcast Episodes You May Like The Power of Saying No – Vanessa Patrick, PhD The Joy of Saying No – Natalie Lue Edit Your Life – Elisabeth Sharp McKetta _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _______________________ Wise Quotes On People Pleasing “It’s really just the act of putting other people first at our own detriment, chronically. So unlike regular generosity, which can feel really great and benefit our relationships, people pleasing tends to be a chronic pattern of behavior that really negatively affects us over time. And the costs are high. First of all, because we’re always centering other people and putting them first, we become really disconnected from ourselves. So we struggle to access our own dreams, our own desires, our own needs, and that can lead to life feeling kind of hollow and one dimensional. On top of that, our emotional health can suffer because we’re often over committed, burned out, resentful and disconnected.” On Boundaries “I think of these as the growing pains of strengthening a new muscle of learning how to prioritize ourselves. Like with any new workout, there’s some soreness after. But what we can do is we can find some reasons that might make that guilt or selfish feeling feel a little bit worth it. And for me, the best way to flip the script and really become more confident prioritizing yourself is really just to remember that over commitment and lead to resentment in our relationships and really harm them over time. So if you’re over-committed spending too many hours watching your grandkids, you might begin to resent your kids for asking so often. And if you’re over-committed to a certain volunteer organization, you might slowly begin to resent the people at the organization, because you’re so burnt out and taxed from all your giving. So what I like to remind us is that our boundaries, learning how to prioritize ourselves, are not anti-relationship. They’re pro-relationship because they create the distance at which you can really love and appreciate a person or an organization without resenting them. And I say in my book, research actually shows, which I found this so, so reaffirming, that people who practice healthy selfishness, quote unquote, which basically means those who have a healthy respect for their own needs and health, actually report having more positive relationships and more loving attitudes toward others, because they’re not constantly fatigued and burned out. So this really helps us flip the script.” On Fear “…the common thread is there’s fear. I’m doing this because I have to and I’m afraid. And that’s so different from kindness, which is really just, I’m doing this because I want to. I’m doing this because I want to help. And if you’re listening to this and you’re like, I’m still not sure, which one is it? The simplest little question you can ask yourself to discern which one is happening is just ask right now, do my insides match my outsides? Because when we’re being kind, they match our outside, smiling and giving and generosity is matched by an inner sense of just goodwill and contentment. But when we’re people pleasing outside, we’re smiling and happy and giving, but inside we’re shut down or resentful or frustrated or overwhelmed. And so that dissonance is what you want to watch out for.”…

The Retirement Wisdom Podcast

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TALK: The Science of Conversation – Alison Wood Brooks 35:55

34 weeks yang lalu35:55

35:55

We spend a lot of time each day in conversation. What if you could get better at it? Alison Wood Brooks, author of the new book, Talk: The Science of Conversation and the Art of Being Ourselves , shares her research and tips on how to master conversation, become a better listener, navigate difficult discussions – and what makes an effective apology. Alison Wood Brooks joins us from Massachusetts. ________________________ Bio Dr. Alison Wood Brooks is the O’Brien Associate Professor of Business Administration and Hellman Faculty Fellow at the Harvard Business School, where she created and teaches a course called TALK. As a behavioral scientist, she is a leading expert on the science of conversation. Her award-winning research has been published in top academic journals and is regularly cited in media outlets such as The New York Times, The Wall Street Journal, Harvard Business Review, and NPR. Her research was referenced in two of the top ten most-viewed TED talks of all time and depicted in Pixar’s Inside Out 2. In 2021, she was named a Best 40 Under 40 Business School Professor by Poets & Quants. “TALK: The Science of Conversation and the Art of Being Ourselves” is her first book. _________________________ For More on Alison Woods Brooks Read Talk: The Science of Conversation and the Art of Being Ourselves Website Workbook __________________________ Podcast Episodes You May Like Our New Social Life – Natalie Kerr & Jaime Kurtz Retiring: Creating a Life That Works for You – Teresa Amabile Big Goals – Caroline Adams Miller The Ritual Effect – Michael Norton _________________________ What Will Your Next Story Be? Stay in the Loop with once a month updates on featured conversations and noteworthy articles. Wisdom Notes keeps ideas coming your way once a month to help you create it. _________________________ Best Books for Retirement _________________________ Wise Quotes On Boomerasking “Asking questions is magical. It’s why there’s a whole part of the acronym is about asking. But Boomerasking, which is named after the outgoing and incoming returning arc of a boomerang, is sort of a boundary condition on the power of question asking, because it’s like this. It would be like, I say to you, Joe, have you ever been to Nepal? And you say no, and I’m like, let me tell you about the time I went to Nepal. It’s almost like you’re thinly veiling your egocentrism and sort of self-centeredness, your desire to disclose about yourself. You’re kind of masking it with this insincere question. And you hear it all the time. And what we find in our research is that when I say, have you ever been to Nepal, first of all, that question is so specific, you’re already on high alert. You’re like, oh, God, here comes a story about Nepal. But even if I were to ask you, like, how was your weekend, and then I let you answer, and even if you were excited to answer that, and then I bring it right back to myself immediately without following up on your answer, it makes you feel like I wasn’t interested to begin with. And that’s a really bad feeling. In the end, conversation needs to be sort of ping pongy back and forth, where both people are sharing about themselves, but also feeling affirmed and validated and listened to as we’re playing this ping pong game. And so if you bring it right back to yourself in boomerask, it undermines the healthy ping ponginess of a conversation. Thank you. Follow ups and callbacks do exactly the opposite. So whereas Boomer asks are a villain and you’re doing, you’re bringing it too much back to yourself, which people do all the time. Follow up questions, keep the focus on the other person. So anytime someone gives you this great gift of a disclosure, you share anything about your weekend. Or if I say, have you been to Nepal and you say, no, but I’ve been to Tibet or whatever.If they’re giving you any sort of sharing, some disclosure, some information about their perspective, that is such an amazing gift. That is the greatest gift that humans can really give to each other. And so a follow up question shows, hey, I value the gift you just gave me. I want to hear about your time in Tibet. I want to hear about your weekend. I actually care about your perspective and I want to learn from you. So follow up questions are superheroes.” On Listening – and Mind Wandering “The idea of listening seems so simple on its surface. It’s sort of deceptively simple. The human mind, unfortunately, and fortunately, was not built to focus on one person and one idea at a time. Our brains are amazing. And so they were more built to wander, right? They’re we’re constantly drawing connections between adjacent and unrelated ideas. We’re thinking so much, you know, even while I’m talking to you, I might for a fleeting moment, remember, oh, I got to pick up my kid in like an hour and a half, right? That’s not bad, per se, doesn’t mean that I’m a bad listener. But it is bad if I’m pretending to listen to you, and I’m actually thinking about something else. And it means that we aren’t actually exchanging the information that we believe we are exchanging. If we’re constantly pretending to listen to each other, and we’re not actually hearing each other, that will become a problem. You know, if you disclose something important about yourself to me, and I don’t hear it, but I pretend to hear it, that’s not going to go well. So we studied we studied this tendency by having hundreds of people come together and have conversations. And we interrupted them every five minutes. And we said, Okay, were you just listening to your partner? 24% of the time, people self reported that they were not listening to their partner, that their mind was wandering elsewhere. And we suspect that is a pretty massive underestimate because we all know that it’s embarrassing to admit that you weren’t listening. There’s this very high social expectation that you listen attentively. So we suspect that our minds are wandering even more frequently than that, and that’s already a very high number. This isn’t a bad thing. It’s not a criticism about the human mind, but what can be helpful about it is realizing, oh, my mind is wandering a lot of the time, your mind is wandering a lot of the time. What can we do to make sure that we actually are hearing each other, that we’re actually exchanging the information we think we are, that we’re making each other not only feel heard, but making sure that we actually are heard. I want to allow your mind to wander and also have a successful conversation. And so I think that’s a very helpful thought experiment of what can we do? First of all, we can give people more grace, when they don’t hear something, like it’s not because they’re not interested all the time, often it’s because they’re doing, they’re so interested that they’re probably elaborating on something you already said earlier. And being a little bit more direct and overt about admitting when we haven’t heard someone, right? Like, oh, I missed that thing. Did you mean this or this? Can you repeat that? These little repair strategies can be very, very helpful.” On Difficult Conversations “So my teaching and research on conversation has been incredibly empowering for me and for anyone who is nervous or conflict averse, because it made me realize that first of all, as we were talking about earlier, whole conversations aren’t hard and bad and scary and hostile. It’s just like little moments. And that’s what we talk about in the book. It’s called, it’s not like difficult conversations. It’s moments of difficulty. And moments of difficulty can crop up even in conversations that are supposed to be fun, right? Like you think about gathering with your family at Thanksgiving or going out on a date or having a gathering with friends. You never know when a little moment of a little rift is going to happen. A little moment of difficulty crops up that was unexpected. And even more sort of troublingly, I worry that we often sort of poke barbs into each other in ways that we never even know that that moment of difficulty has come and gone. That someone that you’re talking to might ruminate about later and you didn’t even know that you said something hurtful. But let’s set that aside. In the moments when you do know that things have gotten difficult, these moments of difficulty can occur for any, for any number of reasons. And in the book, we talk about a model, like layers of the earth. And above the surface, these are the words and gestures that you can see during the conversation. We might simply be using the same word to mean different things, or we might use different words to mean the same thing, or we’re just sort of talking past each other, we misunderstand each other. Those sorts of coordination problems can cause all kinds of moments of difficulty during a conversation. Just below that at the sort of surface of the earth are our emotions. So let’s say you’re feeling really calm, but I’m like stressed out. And I need you to like be there for me more intensely that can cause conflict, or I’m really excited and want to have a good time and you’re feeling sort of sleepy and want to be peaceful. We’re going to have a bit of a emotional clash there. Beneath that are our beliefs. So I believe the truth about something, I believe some data about vaccines, you believe different data about vaccines. We disagree and are we going to confront that and discuss it? Are we going to avoid it? It’s up to us beneath that we have differences in motives.” ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn…

The Retirement Wisdom Podcast

1
Tiny Experiments – Anne-Laure Le Cunff 26:09

35 weeks yang lalu26:09

26:09

Can an experimental mindset help you navigate your transition to retirement? Anne-Laure Le Cunff, author of the new book Tiny Experiments , discusses how to b ecome a scientist of your own life and unlock new habits, interests, and behaviors for your next phase of life. Anne-Laure Le Cunff joins us from Austin. ________________ Bio Anne-Laure Le Cunff is the author of Tiny Experiments: How to Live Freely in a Goal-Obsessed World . She’s a neuroscientist, entrepreneur, and writer. A former Google executive, she went back to university to earn a Ph.D. in Psychology & Neuroscience from King’s College London. As the founder of Ness Labs and author of its widely read newsletter, she writes about evidence-based ways for people to make the most of their minds, navigate uncertainty, and practice lifelong learning. Her work has been featured in peer-reviewed academic journals and mainstream publications such as WIRED, Forbes, Rolling Stone, Fortune, Entrepreneur, and more. ________________ For More on Anne-Laure Le Cunff Tiny Experiments: How to Live Freely in a Goal-Obsessed World Ness Labs ___________________ Best Books for Retirement ___________________ Podcast Episodes You May Like Tiny Habits Can Lead to Big Changes – BJ Fogg Design Your Life and Get Unstuck – Dave Evans Growing Old, Staying Rad – Steven Kotler _________________ Get Wisdom Notes Once a month updates on featured conversations and noteworthy articles. What Will Your Next Story Be? Wisdom Notes keeps ideas coming your way once a month to help you create it. ________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn ____________________ Wise Quotes On Becoming a Scientist of Your Own Life “An experimental mindset is one where we have both high ambition and high curiosity. This is really embracing the fact that you need both if you want to grow in life. And if you want to achieve more than what you think is currently possible, if you want to achieve more than what is within the realm of your imagination with what you know today, you need hard work, sure, but you need to keep some doors open for exploration, surprises, serendipity, and those kinds of collaborations that we can’t really plan for. And an experimental mindset is really about becoming the scientist of your own life, treating everything, every challenge and uncertainty in general as an opportunity to experiment and to learn something new.” On Reframing Retirement “I think retirement is such an amazing phase in life for experimentation. But unfortunately, because all of a sudden, everything we knew, all of the routines and the ways of working are changed for lots of people overnight, we find ourselves in that liminal space, that space of uncertainty. And so we might tend to have one of those three automatic responses. Because we might experience cynicism, escapism, perfectionism, instead of experimenting. Some of the key benefits of embracing this experimental mindset are really to use this phase to discover new things that you might want to do. To maybe reconnect with things that you were curious about and had to pause or put aside because you focused on your career or on your family or on any other projects. And it’s really considering that time as a time of possibility. All of a sudden, you don’t have someone else deciding what your calendar and schedule is supposed to look like. And you have this newfound freedom, which, yes, comes with a lot of uncertainty. We can also come with a lot of creativity.” On Tiny Experiments So tiny experiments, as I described them in my book, are inspired by the scientific method. But you don’t need a lab, you don’t need equipment. You certainly don’t need to apply for funding. You can just run your own tiny experiments by designing your protocol. And I call this protocol a pact because it’s a commitment to curiosity. The way you design a pact is by choosing an action, something you’re curious about, and committing to performing that action for a certain duration. And again, it’s inspired by the scientific method where when you conduct an experiment, you say, these are the number of trials we’re going to conduct, and this is how we’re going to collect data. And to choose on an action, it always starts with, again, with curiosity. So you can use this magic word, maybe. Maybe if I did that thing, I would feel more creative. Maybe if I did that thing, I would be more productive. Maybe if I did that thing, my garden would look better. Maybe if I did that thing, I would meet new friends. And so you start with maybe and you, that’s basically the hypothesis. That’s your hypothesis. And then you say, okay, what is the thing? So let’s say you kind of want to grow your professional network after you’re retired, you want to meet other people who maybe are retired and working on interesting projects and you want to connect with them. So you say, maybe if every Monday I reach out to someone I admire, someone whose work I enjoy on LinkedIn, I send them a message and I do that for six weeks. So that’s your pact. I will reach out to a new person every Monday for six weeks. That’s your data collection. That’s your pact. And the great thing is again, same as scientific experiments is that you withhold judgment until you’re done. A scientist doesn’t stop the experiment in the middle and say, I don’t quite like what I’m seeing here. Let’s stop. No, they collect the data and then the assess it. So you finish this, you send your six messages on LinkedIn over the next six weeks and at the end of the six weeks, you ask yourself, did that work? Was my hypothesis correct? Did that help me grow my professional network? Did I meet interesting people? And do I want to keep going? And if yes, that could even turn into a habit. Thank you. There’s a completely different definition of success and failure when you design experiments.”…

The Retirement Wisdom Podcast

1
Layer Upon Layer – DavId Horton, MD 24:52

36 weeks yang lalu24:52

24:52

Our guest today notes that “ retirement is a little bit like life. It’s likely to be different than you think it’s going to be .” David Horton, MD shares the story of his life wife Dee Dee, and carrying on her mission and legacy. He discusses her book, Layer Upon Layer , which he helped complete . David Horton joins us from Washington State. _____________________ Bio David Horton, a retired oncologist turned book editor, spent his career driven by a deep passion for science and genuine connection with his patients. After completing his residency, he moved to the Pacific Northwest, where he met his wife, DeeDee. Known for his patient-centered approach grounded in respect, empathy, and the art of deep listening, David founded RadiantCare Oncology, building a practice that aligned with his values as both a doctor and a person. David and DeeDee shared 32 years of love, self-growth, and adventure, creating a steadfast partnership. Now retired, David is dedicated to honoring DeeDee’s mission by publishing her book, Layer Upon Layer, to continue her message and legacy _______________________ For More on David Horton, MD Layer Upon Layer book Website ____________________ Best Books on Retirement ____________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey Ride or Die – Jarie Bolander On My Way Back to You – Sarah Cart _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement. ™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast , which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.5 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy . Connect on LinkedIn _____________________ Wise Quotes Redefining Yourself in Retirement “Retirement is a little bit like life. It’s likely to be different than you think it’s going to be. I think of retirement as quitting the structured daily routine of your week. Mainly, we’re keeping that because we need work to provide us with financial stability. The beauty of retirement is the opportunity to redefine yourself, realizing you’ve grown so much since you chose a career and started things. And so the first thing is you have to pay attention to the financial aspect early on, if you want the freedom to redefine yourself earlier while you have better health and you have more flexibility to integrate into the world and how it’s changed. And I think that’s so essential now because technology and things has taken over so much. The earlier you get on that, the more significant you can redefine yourself with retirement.” On Layer Upon Layer by Dee Dee Horton “A lot of the things described in Layer Upon Layer are things that Dee Dee either experienced herself or observed in her years of growing up as an athlete, as well as being a teacher and ultimately a coach. And I think one of the things that always bothered her was more the idea that the attention related to sports and being quote unquote successful in our society was a little bit of an easier journey or a lot of an easier journey for the males in our society. And that was always something that I think bothered her. And what also bothered her was whenever she did see in the media stories that were related to female athletes, it wasn’t about the female athletes working hard and striving and giving up things and discipline and all of that, which is the true sporting experience. Instead, it seemed to be the female athlete that was giving up the sport for either the love of a man, or it would be the male coach or the male boyfriend that came in and said, somehow motivated her and turned her into something more as opposed to having done it herself. And so I think she having a love of writing and things like that, she decided to write a book to I guess try to make people pay a little more attention to those issues. Well, interestingly, that was something that she picked very early on. And she loved it.” On Purpose “I do feel like retirement is a chance for people to redefine themselves and recognizing how much we’ve grown from the time we chose our profession and to where we are now. And in many ways, a huge part of my initial decision to retire was because my father had passed young, he was 61, and when I got to be in my early 50s and had a doc examine me where I had a little neurologic thing. And I went to see the neurologist and basically said to me goes, Well, Dave, don’t worry, this is one of two things. It’s either ALS, Lou Gehrig’s disease, which that’s one of the worst, that’s a bad bad when you get or it’s or it’s nothing. And the light went, wait a minute, I could be my dad so easy. So that was my chance to break away from an extremely, extremely intense, busy profession of providing cancer care for a large region in western Washington. I had spent my life, not only taking care of tons of patients, but planning out how to build clinics that it made it easier for patients to get in for treatment. And I said, Wow, this will be my chance to spend more time with Dee Dee and and continue to do more of the things that we could do together . And also free her to explore some things that she wanted to go into because she had been tied down to me being in a fixed location. And that’s the way it started. But it, of course, as we talked about retirement is going to be different, just life is going to be different than you think it’s going to be. For me, I guess what I’ve done is the heartbreak of losing Dee Dee has given me a purpose. I really felt satisfied with the gift that I had left my community, feeling like I’d made my community a better place and made a contribution.”…

The Retirement Wisdom Podcast

1
Our New Social Life – Natalie Kerr & Jaime Kurtz 33:42

37 weeks yang lalu33:42

33:42

A lot will change once you retire and you may need build a new a social circle. Natalie Kerr and Jaime Kurtz join us to share research-backed strategies you can use to build and strengthen meaningful relationships from their new book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. Natalie Kerr and Jaime Kurtz join us from Virginia. ______________________ Bios Natalie Kerr, Ph.D. , is a social psychologist and award-winning professor at James Madison University, where she studies social connection and loneliness. Her work has been published in journals such as the Journal of Applied Social Psychology, Journal of Social and Clinical Psychology, Personality and Individual Differences, and Social Influence. She is co-author of the book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. She also designs community programs for people who want to cultivated deeper connection in their lives. Jaime Kurtz, Ph.D. , is a professor of psychology at James Madison University. Her research focuses on strategies for savoring and well-being and has been published in journals such as Psychological Science , the Journal of Positive Psychology , Emotion , and Developmental Psychology . Her work has been published in journals such as Psychological Science and the Journal of Positive Psychology . Most recently, she is the author of The Happy Traveler: Unpacking the Secrets of Better Vacations . She is also the co-author, with Sonja Lyubomirsky, of Positively Happy: Routes to Sustainable Happiness , and she regularly presents seminars on mental health to continuing education health care professionals nationwide. _________________________ For More on Natalie Kerr & Jaime Kurtz Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection _________________________ Podcast Episodes You May Like How to Make New Friends in Retirement – Dr. Marisa G. Franco The Laws of Connection – David Robson The Good Life – Marc Schulz, PhD _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. ________________________ On Social Connection “So, as humans, we have a fundamental need for social connection. We live happier, healthier, and longer lives when we feel deeply connected to other people. And while we might experience and express this need in different ways, the need for social connection is really universal. It’s so fundamental that we have built-in biological mechanisms to encourage it. When we’re socially isolated, our brain triggers cravings for human contact, in much the same way that it triggers cravings for food after a few hours of not eating. So, we literally crave connection. And that’s why so many of us felt starved for connection during the pandemic. The problem is that in everyday life, many of us simply ignore the craving or we deny it. We treat socializing like an indulgence rather than an essential health behavior, and we fail to prioritize it. We recognize the importance of sleep, exercise, and healthy eating, and we take steps to maintain them. But going out with friends, going to Happy Hour, Trivia Night, these things often take a backseat. Somehow, they feel less important when in reality, they’re just as vital to our health and well-being. So, we really need to shift our mindset and see social connection as an essential need rather than a want.” On Meaningful Conversations “But keep in mind that that signal, that inner kind of guidance can go a little awry with a season of extended isolation. So it can become very cyclical. So just be on the lookout for that when you tune in. I love this question because I absolutely hate small talk, and I’m always looking for opportunities to go deeper. Small talk is the norm in everyday conversation. Unfortunately, it just is. And breaking away from that can be a little scary, but there’s some research that suggests that maybe we shouldn’t be as afraid as we are. Let me tell you about one study real quick. So they had participants engage in both shallow and deep conversations with strangers. And the shallow conversation, they answered questions like, how’s your day going so far ? And in the deep conversation condition, they went a little deeper. They disclosed more personal information by answering questions like, i f you could undo one mistake you have made in your life, what would it be – and why would you undo it? So pretty deep, especially with a stranger, right? Well, they had people predict how they would feel about the conversations, how much they would enjoy them, and then they reported on their actual experience. And what they found was that people expected to prefer the shallow conversation, but they actually preferred the deeper one. And they felt closer to their deep conversation partner than to the shallow conversation partner. And the deep conversations were not as awkward as they thought they would be. Sure, they were a little bit awkward at first, but not as much as they thought. They liked the deep conversations better.” On Attention “For me, one of the practices that I’ve really tried to put into my life, in addition to going deeper in conversations, is really being aware of where my attention is when I am interacting with people. I’ve just noticed how good it feels to be the focus of someone’s attention, and being able to give that back is a really valuable gift, especially in these times when our attention is so limited, and being pulled in a million different directions. We all know how crummy it feels to be in an interaction, and somebody just picks up their phone and starts looking at their phone, or just looks away, and you can tell they’re not with you. I try my best to really give people my attention, and realize how valuable that is. It also underscores a point that we make in the book, too, that I think a lot of people think to be liked, and to have a rich social life, you have to be incredibly charismatic, you have to have a great sense of humor, or all these stories to tell. And sure, those things help, but just being with someone, truly with someone, and giving them your attention, even if you’re quiet about it, that can also really boost connection and relationship quality. I’ve been trying to just be more aware of where my attention is, focused. So part of it, just with any habit, really starts with awareness.”…

The Retirement Wisdom Podcast

1
Lessons Learned in Retirement That Can Help You – Judith Nadratowski 28:14

38 weeks yang lalu28:14

28:14

A great retirement takes work – and learning. In her seventh year in retirement, Judith Nadratowski joins us to share her lessons learned so far in her retirement journey – lessons that can help you plan better for yours. _____ Bio Judith Nadratowski is her seventh year of retirement after a 40-year career at Cleary Gottlieb, a top international law firm based in New York where she was most recently Manager, Partnership Resources & Executive Committee Matters. You can read more of Judith’s insights, ideas and reflections on retirement on her blog Retirement Commentaries . ______________________ For More on Judith Nadratowski Judith Nadratowki’s Retirement Commentaries ______________________ Podcast Episodes You May Like Life After Work – Brian Feutz Retirement Rookies – Stephen & Karen Kreider Yoder Strategic Quitting – Julia Keller The Vintage Years – Dr. Francine Toder _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time . About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. _______________________ Mentioned in This Episode Yes Man – Jim Carrey _______________________ Do Your Homework Explore summaries of the Best Books on Retirement ________________________ Wise Quotes On Being a Beginner “…being a beginner and learning to build things from scratch. I really went into my retirement thinking I would just really easily slip into my life. And now I could do all the things I never had the time to do. And that was exactly the reason I chose to retire. I wanted to take advantage of time. I was still in my early 60s and wanted to do new things and things I had done during a very demanding career. And I also wanted to search for a new focus. I knew I needed – I dread using the purpose word, but that sense of purpose is something that I definitely felt I needed. And I knew that I wanted to search for something that would fill that, that I could really sink into…Retirement life takes some work and it’s not going to just happen and you have to be the catalyst. You have to figure out the gaps and start filling them in…you can really seriously think that you could try something new. So what I meant by being a beginner was I had to shed all of my sense of knowing everything and really strip down to get things that would bubble up, that would be of interest to me and to really that start from scratch. Design from the bottom up. And that wasn’t so easy when you’re used to mastering your job for quite some time.” On the Transition to Retirement “But the hardest thing for me, the challenge really was that my life wasn’t just that change in schedule. But it was [when] I realized how many intangibles my job gave me that I missed. And I wasn’t even able to articulate them at first. But as I started to think more deeply about them, I realized that my job really shaped so many things about me and was always in the background. It was how I saw myself, it was how I even chose to spend my free time. It was based around my job and how much time I would spend and even sometimes how I viewed other people. It was just so much a part of me that I never realized it was so entrenched so that when I started thinking about it, I knew that I was choosing my retirement. I was enthusiastic about it, but I felt lost. I couldn’t really figure out what those things were. And when you, if anyone were to ask me, well, what do you want to do? I couldn’t really come up with good ideas. I was really pretty lost that way. So I guess I would say how I met the challenge was one baby step at a time. I really just regained perspective. I felt that first I was kind of anxious and upset about it, but I just realized how fortunate I am to be in that position. And that helped a lot. It controls your emotions. And then I just took it in baby steps. I knew what I didn’t want to do. So I could start there, even if I didn’t know exactly what I did want to do.” On Saying No “When I stepped into retirement, my default was going to be yes. And that worked. That was good in the beginning, but it’s not necessarily the approach you can follow for a long time. And so what I’ve learned is that saying no isn’t a bad attitude and it isn’t it’s not necessarily that you’re being ungrateful or…being lazy about it. It’s really you saying on track, and for me, especially when I was in more kind of emotional or feeling like if I was unoccupied or a little frustrated and not getting where I wanted to be quick enough, if I had opportunities that really didn’t work or even ones I tried that I knew they weren’t working, I would almost default to yes, because I would think, W ell, I don’t know, maybe it’ll be better. But deep down , really, I knew these were not working. So what I’ve learned is that having that kind of mission statement of what your values and goals are – and I mean goals in a very broad way – just what matters, how you want to spend your time – and if you have that as sort of your benchmark, it helps you,. It’s your framework, and it’ll help you make decisions. So saying no is a very positive thing is what I’ve learned.” On a Weekday Mindset “I think they would say it’s flexible within its structure and well-balanced and I think the part they would probably notice the most is that I’d like to keep a Weekday Mindset. I found what worked for me when I retired was I didn’t like that notion of every day is Saturday – that was like Oh my gosh! That was dreadful to me and I needed to put myself back on a weekday schedule. I’m certainly not strict but what I mean is that I use the mindset of the Monday through Friday rhythm and I like that. My work – and I put it in quotes ‘my work’ – which would be like my projects, my writing scheduling, meetings and things like that I do on a weekday schedule. Saturdays and Sundays, the weekends, are my time for leisure and fun activities and even desserts. So it works for me.” On Advice to Friends on Planning for Retirement “I know a friend who has said to me my retirement is just going to be sitting on the beach with a book. That might be what you think, but it really won’t be. I just want them to think about it as a lifetime and so I’d recommend reading to them. Think about why they wanted to retire. It’s not just about taking a vacation or stopping work, but what is beyond that? What does it mean to you? Think about what they think they might miss about their job. There will be some gaps to fill and there’s ways to do it, but you need to know what they are before you can start to do that. I think also that there are retirement coaches and career coaches who are very helpful and can help you even a year out, I would say even more, but a year out would be a nice time…Even if you don’t know exactly how you’re going to do, just build some awareness because I think that was something I lacked was that awareness. It’s very important to me and why my blog was born is to build some awareness. And the other thing I would tell them though is not to get too caught up in thinking you have to have all the answers. Because you want to,really be in the time and get to know who you are and what matters to you.”…

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