The Retirement Wisdom Podcast

A retirement is a terrible thing to waste. Don’t just retire. Design your new phase of life – with intention. Our next groups start in September. The very early registration discount ends June 21st. Learn more. ________________________ Retirement rarely unfolds exactly as planned. For Jerry Goodstein, retirement began with a clear sense of direction and a meaningful endeavor. But unexpected challenges, a deeply emotional experience helping his daughter move across the country, and an encounter with the world of ADHD coaching changed everything. In this conversation, Jerry shares how his retirement story became less about executing a blueprint and more about learning how to “turn into the swerve”  by staying open to reinvention, purpose, lifelong learning, and becoming someone new later in life. This is a thoughtful conversation about identity, letting go, service, and the surprising ways purpose can evolve, over time and in ways you may not expect, after retirement. In This Conversation, You'll Learn Why God laughs at your retirement plans How unexpected “swerves” can open new directions in life The opportunities to repurpose your skills in retirement Why letting go of identity is often difficult for high achievers How lifelong learning can reignite energy, curiosity and engagement What coaching taught Jerry about listening and presence Why service became more important than living a life of leisure ___________________________ Bio Jerry Goodstein is Professor Emeritus, Carson College of Business, Department of Management, Information Systems, and Entrepreneurship at Washington State University. Dr. Goodstein received his Ph.D. in Business Administration from the University of California, Berkeley, and his MBA and BA in Economics and Geography from the University of California, Los Angeles. He conducted research and taught business ethics, leadership, and strategy at the undergraduate and graduate levels for over three decades at Washington State University and the University of Illinois. His research on restorative justice in organizations, corporate and stakeholder responsibility, and second chance hiring has been published in leading management and business ethics journals. He is co-editor, along with Dr. Mary Gentile, of Giving Voice to Values: An Innovation and Impact Agenda, published in 2021. After retiring from Washington State University in May 2020, Dr. Goodstein continued work he had begun in 2019 to bring together businesses, criminal justice partners, and community-based organizations to develop employment-based opportunities for formerly incarcerated men and women. In January 2023 Dr. Goodstein made a major retirement/life shift to become a Certified ADHD Life Coach. He founded Where You Are ADHD after completing his ADHD life coaching program in December 2023. Since then, he has been coaching youth (teens and tweens) with ADHD. Dr. Goodstein partners with public and community-based organizations, especially those working with at-risk youth, to support both youth and their families in meeting the ADHD-related challenges they are facing in their lives. __________________________ For More onn Jerry Goodstein Where You Are ADHD _________________________ Retirement Podcast Conversations You’ll Also Love The Inspired Retirement – Nathalie Martin The Best Day of My Life So Far – Benita Cooper Changing the World One Small Act at a Time – Brad Aronson ________________________ Wise Quotes On Being Open to Reality “There are just some unanticipated swerves that come up…Turn into the swerve…Don't turn against it.” On Becoming a Beginner Again “It absolutely feels like a new beginning for me….“It's never too late to learn. It's never too late to evolve.” On Purpose “I don't think of myself as retired anymore….I've repurposed my purpose.” _______________________ 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 2 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.  

Most of us think of questions as something we ask other people. Dr. Marilee Adams has spent years showing the opposite: the most consequential questions we ask are the ones we ask ourselves. Adams, founder of the Inquiry Institute and author of the half-million-copy bestseller Change Your Questions, Change Your Life, (a new 5th edition has just been published) joins us to make us smarter about our internal questioning. She introduces us to two mindsets that live inside all of us  — Judger and Learner — and the Choice Map™ that helps you notice which one is driving the bus. The conversation takes her work directly into the world of retirement, where Judger questions (What do I regret?, What do I resent?) can quietly shape our moods, relationships, and the texture of later life. But Learner questions (What would be meaningful next?, What does my heart want me to do?, What can I contribute?) open up possibilities for a different future. Along the way, Adams explains the physiology underpinning the two mindsets, and a single powerful question: Who do I choose to be in this moment? that she returns to again and again. She also introduces us to the five-to-seven-second “Stop, Breathe, Be” practice that can shift your nervous system anytime (from The 5 Resets: Rewire Your Brain and Body for Less Stress and More Resilience by Aditi Nerurkar, MD). If you’re thinking about designing the non-financial side of your next chapter, or looking to enhance your life in retirement, this is an episode worth re-listening to with a notebook in hand. _________________________ For More on Marilee Adams, PhD Change Your Questions, Change Your Life, 5th Edition Take the Survey & Download The Choice Map™ The Inquiry Institute __________________________ Bio  Dr. Marilee Adams is an award-winning author, executive coach, and leadership consultant whose work has shaped how leaders think, communicate, and make decisions for more than four decades. She is Founder and CEO of the Inquiry Institute, a leadership development and organizational consulting firm dedicated to building inquiry-based cultures that accelerate results and deepen engagement. Its executive coaching, training, keynotes, and eLearning programs — all grounded in Question Thinking™ — are used by Fortune 500 companies, government agencies, healthcare systems, and universities worldwide. Her book Change Your Questions, Change Your Life has sold more than half a million copies worldwide and been translated into 26 languages. Now in its 5th edition, it remains one of the most enduring frameworks for mindset shift, leadership development, and human performance — and its newest edition addresses one of the defining challenges of our moment: how to lead and think with wisdom, curiosity, and connection in an age of artificial intelligence. At the heart of Dr. Adams’ work is a deceptively simple insight: the questions we ask — of ourselves and others — shape everything. They determine the quality of our thinking, our relationships, our decisions, and our cultures. In a world increasingly mediated by technology, the human capacity for inquiry is not just a leadership skill. It’s a competitive advantage — and an essential one. Dr. Adams has coached senior leaders and advised organizations internationally and is a recognized pioneer in inquiry-based coaching and organizational transformation. She speaks and teaches worldwide, helping leaders use Question Thinking™ everywhere it matters most. __________________________ Wise Quotes On the Two Mindsets “We’re always asking ourselves questions that affect our moods, that help with our decisions, and also make a difference in whether we have a positive quality mindset or the opposite. All of us human beings have two mindsets. We always will have them — which means they are normal…The more we accept our Judger, the more acceptance and forgiveness and empathy come online. That helps you open your heart to yourself and to others.” On Questions  “Typical Judger questions in later life are: How can I just fill up my time? What would keep me from being bored? What do I regret or resent about the past? Learner questions sound different: What would be meaningful and satisfying for me going forward? What does my heart want me to do next? What can I contribute? What would be fulfilling? People who are more in Learner mindset literally live longer and have better quality lives. People who are past-oriented, regretful, resentful, live not as long and not as fulfilling. On Retirement “When you think about retirement, what’s exciting is to be open to the future and not get stuck in the past. Now you’re talking about creating a future that is intentional, and fulfilling, and healing.” _________________________ Retirement Podcast Conversations You’ll Also Love The Second Fifty – Debra Whitman Thinking Better to Live Better – Dr. Woo-kyoung Ahn The Mindful Body – Ellen Langer ________________________ 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 2 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.    

What’s in your backyard that you haven't explored yet? And what if you decided to treat your own state like a foreign country? Beth Sobiloff and Marcia Rothwell, the co-hosts of Two Grannies on the Road, have set out to visit all 351 cities and towns in Massachusetts. They’re 121 towns in. Along the way, they’ve met second-act bakers, retired leaders turned magicians, mayors, alpaca farmers, and a man with the world’s largest collection of Back to the Future memorabilia. In this conversation, Beth and Marcia talk about why their world hasn’t shrunk in retirement, why trying and not liking something is still a win, how to spot the second act that’s already running quietly in the background of your own life, and what a real retirement curriculum might look like. If you’ve ever caught yourself drifting toward a smaller version of your life, this episode is a friendly nudge in the other direction. In this episode you’ll learn: How to discern a second act that’s right for you. How Beth turned an empty-nest into a 15-year creative project. Why abandoned hobbies offer clues for new pursuits. A template for novelty, social connection, and learning that costs almost nothing. Why presenting what you learn matters as much as learning it. And here’s are all 351 towns and cities in Massachusetts in minutes                                                                  (by two Mass natives and one NY interloper) _______________________ For More on Beth Sobiloff  & Marcia Rothman Two Grannies on the Road – You Tube Website ________________________ Wise Quotes On Experimenting “If you try something and you don't like it, it's not a failure. It's okay. You eliminated one of the things you don't like as much.” On the Curricuulm  for Retirement “Go out, experience something, then come back and present it. That's the curriculum.” On Inspiring Others  “If you have a relative or a friend who is staying at home and not getting out, make an effort to help them do that.” __________________________ Retirement Podcast Conversations You May Also Love Make Your Next Years Your Best Years – Harry Agress, MD Grandmapreneur – Connie Inukai Grace in Motion – Susan Hartzler __________________________ 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 2 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.

There’s a challenge that comes with being known for what you do. When you move on you now have to figure out who you truly are. Deborah Santana spent more than three decades inside one of the most recognizable partnerships in American music as COO of the New Santana Band, co-architect of the Milagro Foundation, and the steady, contemplative presence behind a global touring life with her ex-husband, the legendary musician Carlos Santana. At an age when most people are quietly winding down, she did the opposite: she walked away from a 34-year marriage, dismantled the identity she had built around someone else's career, and started over. She earned a master's degree in her 60s, founded a new nonprofit (Do A Little), wrote a second memoir (Loving the Fire: Choosing Me, Finding Freedom), and became a trustee of major cultural institutions. But this is not a celebrity interview. It's an exploration of transitions and later-life reinvention. You’ll hear about her experience and the lessons she learned that may help you. She shares the foundational daily contemplative practice she built, the calendar block for herself disguised as “a meeting” she used to jump start her writing, and the people audit she did to illuminate who is toxic and who is the light in her life. Deborah describes how liberating it can be to be a beginner again, if you’re willing. I often say “You don't stop growing just because you retire.” But, it’s not just a saying and Deborah’s story is an case study. If you’re ready to let go of your past and discover who you truly are now, this conversation is for you.   “When you have everything stripped away that you were known as, it is a wonderful opportunity to create exactly who you are.” — Deborah Santana   You’ll walk away with: A vocabulary for the identity work that retirement requires. And not just for the “what's next” part, but also the words for the “who am I now” part. A useful framework (the Four C's) for organizing life after a major transition. A replicable practice for protecting time for the work of “becoming” even when the people around you don't quite yet understand what you’re doing. __________________________ Bio Deborah Santana is the author of Loving the Fire: Choosing Me, Finding Freedom, Space Between the Stars: My Journey to An Open Heart and the editor of the acclaimed anthology All the Women in My Family Sing. Her work has been featured by Vogue, Oprah, and NPR, among other national and literary outlets. She is the founder of the Do A Little Foundation, which supports women and girls in the areas of health, education, and happiness. Her work explores identity, social justice, spirituality, and the power of collective voice. She is mother to three artists: Salvador Santana, Stella Santana and Angelica Santana. She holds a Master of Arts in Philosophy and Religion with a Concentration in Women's Spirituality. She is a leadership donor of the Smithsonian National Museum of African American History and Culture and a Lead Investor to the Courage Museum in San Francisco. _________________________ For More on Deborah Santana Loving the Fire: Choosing Me, Finding Freedom Website _________________________ Do You Know What You’ll Be Retiring To? It’s graduation season. Will you be graduatiing from full-time work soon? Join our 10-person Design Your New Life in Retirement Group starting in September. The Very Early Registration discount ends soon. Learn more and sign up today. ___________________________ Retirement Podcast Conversations You May Also Love Mattering…in Retirement – Jennifer Breheny Wallace Navigating the In-Between – Monique Rhodes What Matters Most – Diane Button _________________________ Wise Quotes On Loving the Fire “When there is fire, when there is struggle, if I continue to walk through and find courage and bravery, then I'm going to get to the other side and realize how much I've learned, how much I've grown.” On Expectations “I expect a miracle. I expect to see someone, meet them with a smile.” On Finding Your Self “There is a special reason why you're here. So please find your authentic self, find your voice, know who you are, and go out and change the world.” ___________________________ 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 2 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.

Most of us were trained to win at the game of life, deliver the results and get the promotion. Then one day, we arrive at retirement and discover that the game we were trained for isn’t the one that actually produces a flourishing life. New York Times best-selling author Daniel Coyle, joins us to discuss his new book Flourish: The Art of Building Meaning, Joy, and Fulfillment. He unpacks what five years of studying thriving communities (a Michigan deli, a major league baseball team, and a Vermont town that keeps producing Olympians) revealed about how good lives are actually built. We discuss: Why flourishing is a team sport in an age of individualism The difference between task attention and relational attention, and why the switch matters Why visioning may be the most useful tool for people approaching retirement Why we should probe for retirement rather than plan for it Yellow doors, the rule of surprise, and the two questions Dan uses as a personal compass If you’re approaching a transition, or you’re in the bewildering middle of one, this is a conversation worth your time and reflection. _________________________ Bio Daniel Coyle is the New York Times best-selling author of nine books, including Flourish: The Art of Building Meaning, Joy, and Fulfillment, The Culture Code (which was named Best Business Book of the Year by Bloomberg & Business Insider), and the Talent Code. He is a contributing editor for Outside magazine, and has seved an advisor to many high-performing organizations including the Navy SEALS, Microsoft, Google and he also works as a special advisor to the Cleveland Guardians. Dan lives in Cleveland, Ohio during the school year and in Homer, Alaska, during the summer with his wife Jen, and their four daughters. ______________________________ For More on Daniel Coyle Flourish: The Art of Building Meaning, Joy, and Fulfillment Website ______________________________ Wise Quotes On Games versus Gardens “Life isn’t a game to win. It’s a garden to grow.” On Flourshing & Community “All flourishing is mutual. We only become our best selves through and with other people…Who do I feel most alive with? What am I helping to grow?” On the Value of No “If you can’t say no, your yes is worthless.” ___________________________ Retirement Podcast Conversations You’ll Also Love The Good Life – Marc Schulz, PhD Making & Keeping Friends…in Retirement – Janice McCabe Will You Flourish or Languish? – Corey Keyes ____________________________ 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 2 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.

Registration for the September Designing Your New Life in Retirement is now open ________________________ Caregiving is one of the most common, and least discussed, forces that can completely reshape retirement. If you're in your 50s or 60s, there's a good chance you'll either be a caregiver, or already are one. And yet, most people haven't had the conversations, made the plans, or even considered what happens when a parent needs significant care. What starts as helping out… can quickly turn into something much bigger. And for many, it quietly begins to impact their time, their finances, their relationships—and ultimately, their own retirement plans. Today's guest, Pamela D. Wilson, is a caregiving expert who has worked with families across the country navigating these exact challenges. In this conversation, we explore: Why caregiving situations become so complicated The early warning signs of burnout How family dynamics—especially among siblings—can make things harder And most importantly, how to approach caregiving in a way that protects both your parents—and your own future If you've ever wondered how to navigate this phase of life more thoughtfully, this is an essential conversation. ___________________________ Wise Quotes On Family Relationships “Family relationships with aging parents and siblings are complicated… caregivers are thinking about what they're giving up, while parents are dealing with their own losses and mortality…An elderly parent's care needs can totally derail a child's retirement… and most people never think about that until it happens.” On Warning Signs “When you get to the point where you don't have time to take care of yourself—that is a warning sign that something is off.” On Planning for Caregiving “If you want to make decisions about how you live your life when you are older… you have to start planning today.” __________________________ For More on Pamela D. Wilson Website The Caregiving Trap: Solutions for Life's Unexpected Changes __________________________ Bio PAMELA D. WILSON is a caregiving expert, advocate, and speaker offering support to family caregivers and professional caregivers through her business of the same name. Since 1999, Pamela has been a business owner providing direct service to families, individuals, caregivers, health and care providers, attorneys, and financial planners in the areas of care management, care navigation, caregiving services, caregiver support, elder care, legal and financial appointments and estate administration. Throughout her caregiving career, Pamela has provided education and training, advocacy, and support for family and professional caregivers. Today caregiving education, training, advocacy, speaking, and caregiver support are the main focus of her business. As the result of the aging population and increase in need for family caregivers—nearly 4 in 10 Americans are caring for a loved one—it is critical that family caregivers are knowledgeable about options, plan for care, and advocate for care needs. The increase in diagnoses of chronic disease, dementia, and Alzheimer's disease strains the ability of family members—many who became caregivers as the result of an unexpected crises— to provide daily support, navigate the care system, and to plan for future needs. Professionals in healthcare, care agencies, care communities, and in the legal, and financial professions have a similar desire to be knowledgeable and to serve as a resource for family caregivers. Due to the specialization required in these industries and the day to day job demands, it is difficult for professionals to advise beyond the specialties in which they operate. Pamela's expertise in the industry since 1999 provides the opportunity for professionals working in the industry to expand knowledge beyond their day to day specialties through training and education programs offered by Pamela. Information, education, and support is offered through The Caring Generation Library®, through Pamela's book, The Caregiving Trap: Solutions for Life's Unexpected Changes, articles, podcasts, webinars, online support groups, speaking and training. She produced and hosted a radio program on 630 KHOW-AM in Denver called The Caring Generation®. Pamela continues to develop programming and education on topics to support family and professional caregivers. Pamela is a member of professional associations focusing on estate planning and elder care, financial and estate planning, caregiving, aging, and healthcare. Pamela's work has been applauded within the caregiving community because she has walked in the same shoes, and experienced the same frustrations as the professional caregivers and family members she serves. When she was 35, Pamela lost her mother to cancer and her father died a few years later. Soon after her older brother passed away, and by the time she was 40—Pamela had lost fifty percent of her immediate family. Rather than view these challenging circumstances as a tragedy, Ms. Wilson viewed them as an inspiring catalyst to answer the call in her heart to serve and help other caregivers. __________________________ Retirement Podcast Conversations You May Love My Mother's Money – Beth Pinsker Planning for Family Caregiving – Danielle Miura, CFP 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 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 2 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.

Part Two is a solo conversation with Richard Eyre about the most personal project of his grandparenting work: the body of distilled life wisdom he has spent years developing for his 34 grandchildren — now published in the second half of The Grandparenting Blueprint. This conversation moves from the framework to the practice of how to translate a lifetime of learning into something children can actually carry with them. (Part One is here). This second part of the conversation opens with Richard’s vulnerability, sitting on a beach, feeling like a “spare tire” next to Linda’s natural grandmothering, and asking what role he wanted to play. What emerged was a question every thoughtful grandparent eventually confronts: What do I actually want to pass on? Richard’s answer became a multi-year project of identifying, refining, and teaching age-appropriate life lessons,  first as “principles,” then as “tips,” and finally, when the branding breakthrough happened, as Secrets. Richard shares the Harvard Business School case study method he adapted for nine-year-olds, the silver-dollar memorization incentive (he calls it bribery; I’ll call it incentive compensation…), how his grandchildren became unedited co-authors earning royalties, and the moment he realized the one word he most wanted to embody as a grandfather was not teacher or advisor, but champion. For listeners who are approaching or are already in the grandparent years, particularly grandfathers, who Richard observes are often the ones quietly wrestling with questions of legacy, this conversation offers both a philosophical approach and a practical starting point. The closing challenge to write down 10 lessons from your own life is the kind of exercise that could reshape how you  show up as grandparent for the next generation. _________________________ For More on Richard Eyre The Grandparenting Blueprint:How to Teach Your Grandchildren Life's Most Important Lessons (Amazon) Also available from the publisher at the author's price (40% off) https://familius.com/book/the-grandparenting-blueprint/ Use the coupon code EYREFRIEND at checkout Website Part One podcast conversation ________________________ Wise Quotes On Being a Champion “I think what the grandparent wants to do is champion them. I’m your biggest supporter. I’m your biggest fan. I want to know what you like to do. I want to understand what you’re good at and what you want to be good at. Every kid needs a champion — and that’s probably not going to be their parents. So maybe that should be their grandparent.” On the Case Study Method for Kids “Case studies are really just a story. Only you, and the grandchild in this case, are the main person in this story. And I’m not going to finish this story. You’re going to finish the story. So it’s just a great way to teach.” On Rebranding Principles as Secrets “They came across like lectures and the kids were like enduring them rather than embracing them. And so I retooled them. I rebranded them as secrets. And suddenly I had their attention and they really started to matter.” _______________________ Retirement Podcast Conversations You’ll Love Good Grandpa – Ted Page The Long Distance Grandparent – Kerry Byrne PhD All Grown Up – Celia Dodd _______________________ 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 2 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. __________________________  

Part Two is here What does it mean to grandparent on purpose? For Richard and Linda Eyre, the answer has been decades in the making. The bestselling authors of Teaching Your Children Values have evolved with their family, from nine children to 34 grandchildren, and along the way have developed a philosophy of proactive grandparenting that mirrors what good leadership looks like at any stage of life. In this 1st of 2 conversations about Richard Eyre’s new book, The Grandparenting Blueprint:How to Teach Your Grandchildren Life’s Most Important Lessons, we discuss: Why grandparenting is where parenting was 50 years ago — a new frontier for intentional engagement The crucial mindset shift: from manager (the parent’s role) to consultant (the grandparent’s opportunity) Their TEAM framework — Trunk, Ear, Assembler, and Matcher — four roles every grandparent can play regardless of geography or circumstance Grammy Camp, one-on-one grandfather dates, and other practices that create genuine connection across generations The Five-Facet Review: a structured conversation with adult children that turns grandparents into informed, effective supporters How knowing your family roots builds resilience in children — and what research from 9/11 survivors revealed about the power of family stories The four types of grandparents — from disengaged to all-in, and why the all-in approach treats grandparenting like a second career Linda brings warmth, insights and creativity to the grandmothering side of the equation, such as music, art, storytelling, and the precious one-on-one moments that reveal what grandchildren are really thinking. Richard brings his Harvard MBA mindset (and toolkit) to the legacy-building and structured side of grandparenting, including how to give financial help without creating entitlement. This episode is a masterclass on how to cultivate meaningful relationships with intention. It's a powerful reminder that grandparenting, like retirement itself, is far too important to leave to chance. Linda and Richard Eyre join us from Utah. _________________________ For More on Linda & Richard Eyre The Grandparenting Blueprint:How to Teach Your Grandchildren Life’s Most Important Lessons (Amazon) Also available from the publisher at the author’s price (40% off) https://familius.com/book/the-grandparenting-blueprint/ Use the coupon code EYREFRIEND at checkout Website Grandmothering: The Secrets to Making a Difference While Having the Time of Your Life – by Linda Eyre Online Grandparenting 101 Course _________________________ Bio Richard and Linda Eyre are among the most popular speakers in the world on parenting and families. Their clients and audiences range from The Young President's Organization (YPO) and major corporations and associations to a wide array of school, civic, church and community groups. They find it remarkable and gratifying that in every one of the 50+ countries where they have presented, parents have similar hopes, dreams and worries about their children regardless of economic, religious, geographic, and cultural differences. The Eyres are authors of more than 50 books, most of which deal with work/family balance and parenting, and one of which, Teaching Your Children Values, became the only parenting book in more than fifty years  to reach #1 on the New York Times bestseller list. In addition to their ongoing work with parents, their latest books are about grandparenting and “Life in Full” for Baby Boomers. Richard and Linda have been frequent guests on national network shows including Oprah, The Today Show, Prime Time Live, 60 Minutes, and Good Morning America; and they once did regular segments on the CBS Early Show. Their parenting website, ValuesParenting.com, provides ideas, guidance and creative programs for families throughout the world. But their most important production is their nine children (“one of every kind”) who, through the years, have helped formulate their ideas for books and speeches. The second generation Eyres and their spouses are an impressive bunch, all with university degrees from the likes of Wellesley, Harvard, Columbia, M.I.T., Stanford, and BYU and all having interrupted their university education to spend up to two years living abroad, studying, doing missionary work and providing humanitarian service. They are also doing their part to expand the importance of family through their own speaking, books, blogs, and websites, and they have presented Richard and Linda with 34 grandchildren. Beyond their speaking engagements, the Eyre's favorite travel projects are humanitarian expeditions to places like Ethiopia, Kenya, Bolivia, India, Romania and Mexico, and the family's Eyrealm Foundation focuses on assisting and strengthening third world families. Richard is a Harvard MBA, president of his own management consulting company (which worked with national political candidates and locally ran campaigns to build Symphony Hall, restore the Capitol Theater, expand the Salt Palace, extend the Central Utah Project and save the Hogle Zoo) and a nationally ranked senior tennis player. He was a mission president for his church in London and a former director of the White House Conference on Parents and Children as well as a candidate for Utah Governor. Linda is a teacher, musician, and co-founder of International JoySchools.com, an in-home, do-it-yourself co-op and program for teaching preschoolers the joys of life. Both Richard and Linda have served on numerous arts, university, and non-profit boards and do a radio show/podcast at BYUradio called Eyres on the Road that is now in its 14th annual season. _____________________________ Retirement Podcast Conversations You May Love Grandparents' Day – Kerry Byrne & Ted Page The Mindful Grandparent – Dr. Shirley Showalter The Art of Relationships with Adult Children – Francine Toder, PhD ______________________________ 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 2 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 Grandparent’s Blueprint “Linda does it by group. So she’ll have her preschool group and then she’ll have her elementary age group and they all get their turn at the Grammy camp. And I’m sitting there, Joe, like, what am I? I mean, what am I doing? This fabulous Grammy is doing all these things with all these kids and I’m just sort of an observer.  And that’s really what led to this new book about these grandfather’s secrets. I thought, well, I want to leave a legacy. There’s certain life lessons I think I’ve learned as a management consultant and all the other things I’ve done in my life. And I want to  somehow condense those concepts into something simple enough that children can understand them. That’s my legacy.” – Richard Eyre — On Listening  “We just recently met with three of our granddaughters. They’re all in university. And so we went down there to meet with them and for breakfast. And it was so fun.  We call them the babes because we have these little separate groups and these are the babes. And it was so fun to be with them. But in one breakfast, we learned more about their life than we could have imagined. And what were the three things you asked? We just said, Look, we just said, while we’re having breakfast, we just want to hear your story. We want to hear your recent story. And they just got going on telling us things. And I thought, if we’d been too specific with our questions, we would have missed part of what they said.  We love to tell stories to grad kids, but what’s really great is having them tell you their story. We’ve found that if we, it sounds funny, but if we pull out a pad or a pen and take a few notes on what they’re saying, they realize we really are paying attention. We really want to know. And they tell their story and they know it’s safe with us.we we know more about them than we would have if we just spent a big family reunion and everybody because we had some one-on-one and not only that we had one-on-ones with little kids.” – Linda Eyre — On Lecturing “But the failure is the lecturing and the other failure I want to mention and I’ve made this more than Linda. Linda is way more sensitive.  I have failed in the sense that I’ve said to some of my own sons or daughters, I think you need to do a little better with this child on such and such. In other words, giving advice that’s unsolicited on parenting to your own children is almost always a mistake. It is. And we found another interesting thing. At one reunion, we did a survey, we had a survey to our adult kids and ask them, you know, do you feel like we’re too involved and not involved enough? Would you like more? Would you like less and all that. And we just saw everybody would just love everything we’ve done.  And then we got a couple of responses like, oops, we have not been very sensitive about this. He comes from a different family with a different mindset. And you really have to be so careful. So we learned so much from that. We backed off, we learned how to ask before we did things and not just blunder into it.” – Richard Eyre __________________________ Watch out for Part Two coming on Thursday on The Secrets section of The Grandparenting Blueprint  

The wellness industry has a problem, and Ezekiel Emanuel is one of the few people willing to call it out. In his new book, Eat Your Ice Cream: A Contrarian’s Guide to Living Longer, Healthier, and Happier, the bioethicist, oncologist, and former White House health advisor challenges both the influencers selling unproven supplements and the culture of wellness-as-self-punishment. In this episode, Emanuel makes a compelling research-backed case that the single most powerful determinant of health, longevity, and happiness is social connection, not sleep scores, protein intake, or VO2 max. Drawing on the Harvard Adult Development Study, the longitudinal study, going strong after 88 years, and other research worldwide, he explains why loneliness is biologically dangerous, and why doctors almost never ask about it. He also makes important points about retirement. When 40 hours of purposeful work becomes 40 hours of passive television, the brain pays a price. Emanuel argues that retirement requires deliberate design to replace the cognitive challenge, social contact, and structured schedule that work once provided. And he offers Ben Franklin, inventor of bifocals at 79, and still inventing at 81, as a model for what staying fully alive in later life actually looks like. Ezekiel Emanuel joins us from Washington, DC. ________________________ For More on Ezekiel Emanuel Eat Your Ice Cream: A Contrarian’s Guide to Living Longer, Healthier, and Happier Website ________________________ Bio Ezekiel J. Emanuel, MD, PhD, is the Vice Provost for Global Initiatives and the Diane v.S. Levy and Robert M. Levy University Professor. An oncologist and world leader in health policy and bioethics, he is a Special Advisor to the Director General of the World Health Organization, Senior Fellow at the Center for American Progress, and member of the Council on Foreign Relations. He was the founding chair of the Department of Bioethics at the National Institutes of Health and held that position until August 2011. From 2009 to 2011, he served as a Special Advisor on Health Policy to the Director of the Office of Management and Budget and National Economic Council. In this role, he was instrumental in drafting the Affordable Care Act. Dr. Emanuel is the most widely cited bioethicist in history. He has over 350 publications and has authored or edited 15 books. His recent publications include Which Country Has the World's Best Health Care (2020), Prescription for the Future (2017), Reinventing American Health Care: How the Affordable Care Act Will Improve our Terribly Complex, Blatantly Unjust, Outrageously Expensive, Grossly Inefficient, Error Prone System (2014) and Brothers Emanuel: A Memoir of an American Family (2013). In 2008, he published Healthcare, Guaranteed: A Simple, Secure Solution for America, which included his own recommendations for health care reform.Dr. Emanuel regularly contributes to The New York Times, The Washington Post, The Wall Street Journal, and The Atlantic and often appears on BBC, NPR, CNN, MS NOW and other media outlets. He has received numerous awards, including election to the Institute of Medicine (IOM) of the National Academy of Science and awards from the American Academy of Arts and Sciences, the Association of American Physicians, and the Royal College of Medicine (UK). He has been named a Dan David Prize Laureate in Bioethics and is a recipient of the AMA-Burroughs Wellcome Leadership Award, the Public Service Award from the American Society of Clinical Oncology, the Lifetime Achievement Award from the American Society of Bioethics and Humanities, the Robert Wood Johnson Foundation David E. Rogers Award, the President's Medal for Social Justice from Roosevelt University, and the John Mendelsohn Award from the MD Anderson Cancer Center, as well as honorary degrees from Icahn School of Medicine at Mount Sinai, Union Graduate College, the Medical College of Wisconsin, and Macalester College. Dr. Emanuel is a graduate of Amherst College. He holds a M.Sc. from Oxford University in Biochemistry and received his M.D. from Harvard Medical School and a Ph.D. in political philosophy from Harvard University. ________________________ Retirement Podcast Conversations You’ll Also Love   The Good Life – Marc Schulz, PhD Retiring: Creating a Life That Works for You – Teresa Amabile How Not to Age – Dr. Michael Greger _________________________ 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 2 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 Wellness “Wellness should be about joie de vivre — about joy in life. It should not be only self-deprivation…Most of wellness is about don’t do stupid stuff — and most of it, we already know.” On Retirement “Most people when 40 hours of work drops out, 40 hours of TV comes in. Very passive. Not very intellectually challenging. That’s not retirement — that’s a slow decline…We don’t spend nearly enough time thinking about the brain part of retirement. Your brain is probably more important than your money.” On Willpower vs. Habits “If you have to use your willpower every time you do something, you can forget it. You have to make the wellness activity part of your habit. Doing it three to four times a week for about six weeks, that’s about what you need for a new activity to become ingrained.”  

What if cognitive decline in your 60s, 70s, and 80s is not inevitable — but largely a function of choices you’re making right now? What can you do to stay sharp in retirement? Dr. Majid Fotuhi is a neurologist, who teaches at Johns Hopkins University, and the author of The Invincible Brain: The Clinically Proven Plan to Age-Proof Your Brain and Stay Sharp for Life. He has spent decades studying the most malleable structure in the human brain, the hippocampus, and what he’s found challenges almost everything most people believe about aging and the mind.  The brain can grow. New neurons can form at any age. The most powerful predictor of late-life cognitive health is not your genes — it’s your daily habits. And retirement, done the traditional way, is one of the most reliable accelerants of cognitive decline that exists.  In this episode, Dr. Fotuhi walks us through his Five Pillars of Brain Health, the science of neuroplasticity, and what the research says about exercise, sleep, stress, nutrition, and brain training. He also shares one of the most remarkable patient stories of his career including a woman who arrived at his clinic in a wheelchair, seemingly destined for a nursing home, and left 12 weeks later looking for a new job.  If there’s one conversation that makes the case for designing an active, engaged, and cognitively rich retirement life, this is it. _________________________ Bio Dr. Majid Fotuhi is a neurologist and neuroscientist who has spent more than three decades studying memory, aging, and Alzheimer's disease. He trained at Harvard Medical School and Johns Hopkins University, where he later served on the faculty and taught neuroscience to students and physicians. Over the course of his career, Dr. Fotuhi has evaluated thousands of patients with memory concerns and has researched how lifestyle, medical health, and brain biology interact. His work focuses on a central question: why do some people remain mentally sharp into their 80s and 90s while others develop cognitive decline? To answer this, he developed a practical brain-health program that integrates exercise, nutrition, sleep, stress management, and cognitive training. His research and clinical experience led him to write The Invincible Brain, a guide designed to help readers strengthen memory, improve focus, and reduce their risk of dementia by building what he calls “brain reserve.” Dr. Fotuhi is also the founder of NeuroGrow Brain Fitness Center and frequently lectures to physicians, corporations, and community groups about preserving cognitive vitality across the lifespan. His goal is to shift the public conversation about aging—from fear of Alzheimer's disease to proactive brain health. He lives in the Washington, DC area with his family and continues to teach, write, and develop educational programs that empower people to take an active role in protecting their brains. __________________________ For More on Majid Fotuhi The Invincible Brain: The Clinically Proven Plan to Age-Proof Your Brain and Stay Sharp for Life NeuroGrow Brain Fitness Center __________________________ Retirement Podcast Conversations You May Also Love Make Your Next Years Your Best Years – Harry Agress, MD Why Brains Need Friends – Ben Rein Breaking the Age Code – Dr. Becca Levy Why We Remember – Charan Ranganath ____________________________ 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 2 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 Your Brain “The idea that you retire and now you relax, you sit by the pool and just do crossword puzzles, is not a good idea. I view retirement as a new childhood. I think that as I’m in my 60s now, it’s like a new world. You can choose how busy you will be by the decisions you make. A mistake that people commonly make about retirement is to think that they just need to have enough money. What they don’t realize is the cognitive reserve — that’s the most important factor. Your brain is your biggest asset. And the good news is that you can keep on growing your brain reserve in your 70s and 80s. On Lifestyle vs. Genetics “Genetics play a strong role for early-onset Alzheimer’s disease. However, the most common form — late-onset Alzheimer’s disease — has a small genetic component. If you have a grandmother or parents who developed Alzheimer’s in their 80s, your risk may go from 2% to 4%. However, if you have poor lifestyle choices — diabetes, obesity, sedentary lifestyle, too much stress, lack of brain activity — your risk is 16-fold higher. Your 2% chance becomes a 32% chance. In summary, your lifestyle choices have a much stronger role in your cognitive function in late life than genetics do for late-life Alzheimer’s disease.” On the Power of Narrative “So much of what happens to our brain depends on the narrative that we have in our head about how things should happen. If you think you’re going to decline as you go into your sixties and seventies, you will. But if you have the narrative that, hey, I may be forgetting names a bit more often, but look at all the things I’m doing, look at how I’m impacting my community — there are two different narratives. If you have the negative narrative, you will get there. If you have a positive narrative, you will continue on that path.” On Exercise  “Exercise is really the fountain of youth. I know people talk about it figuratively, but it really is the fountain of youth. If you could bottle the benefits of exercise and give it to people as medicine, it would reduce the risk of Alzheimer’s disease literally — not just indirectly, directly. Walking 10,000 steps a day reduces your risk of Alzheimer’s disease by 50%. Dozens of studies have shown that. Physical movement should be a priority — the number one priority. You don’t have to do a marathon or a triathlon in order to see the benefits. Walking 3,000 to 5,000 steps a day reduces the footprints of Alzheimer’s disease in the brain.” On Sleep “Sleep is not a passive process — it’s not like you’re just lying in bed doing nothing. During sleep, a lot of cleaning and rinsing happens in the brain, and your memories are being consolidated. The things that go on during deep sleep at night are similar to all the garbage collection that happens at night in New York City. Imagine if the garbage collection doesn’t happen for a month — it would be a disaster. When people cut down on their sleep, the brain is not as clean and crisp as it would be otherwise. Your neurons are very sensitive, fragile cells. When they don’t work, your brain doesn’t work, your cognitive abilities, your mood, your experience of daily life — the joy you would have otherwise is not there. Sleep is critically important for brain maintenance.” __________________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast 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.  

Retirement triggers one of the most profound re-evaluations many people will ever face. A career ends. Structure disappears. Identity shifts. And suddenly a question that could be put off — What do I really want out of life? — becomes more urgent and unavoidable. Valerie Tiberius has spent her career building a useful framework for exactly that question. Her insights offer you something much more valuable than advice on life from your Financial Advisor – a way of thinking about your values, goals, and well-being in one of the most important transitions of your lifetime. Valerie Tiberius joins us from Minnesota. __________________________ Bio Valerie Tiberius is the author of What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters (Princeton University Press, 2023). She is the Paul W. Frenzel Chair in Liberal Arts and Professor of Philosophy at the University of Minnesota, where she has taught since 1998. Her work sits at the crossroads of philosophy and psychology — specifically, how both disciplines illuminate what it means to live well. She is the author of four additional  books, including The Reflective Life: Living Wisely with Our Limits, Well-Being as Value Fulfillment, and her widely acclaimed ). Her newest book, Artificially Yours: Real Friendship in a World of Chatbots, is forthcoming from Princeton University Press in May 2026. Valerie has received grants from the Templeton Foundation and the National Endowment for the Humanities, and her ideas have reached audiences through MPR News, numerous podcasts, and speaking engagements worldwide. __________________________ For More on Valerie Tiberius What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters Artificially Yours: Real Friendship in a World of Chatbots (availabkle for pre-order – coming in May) Website __________________________ Mentioned in This Episode Why you should swap your bucket list with a chuck-it list __________________________ Retirement Podcast Conversations You May Like The Art of the Interesting – Lorraine Besser, PhD The Good Life – Marc Schulz, PhD Living for Pleasure – Emily Austin, PhD Life in Three Dimensions – Dr. Shige Oishi ____________________________ 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 Values and Alignnment “I think living in accordance with your values, living up to your values, doing the things you value, that just is what it is to live a good life. So the good life is the life in which you fulfill the best values for you… Life goes well to the extent that we pursue and fulfill our appropriate values over time — not the values society assigns us, but the ones that are emotionally authentic, reflectively endorsed, and capable of being sustained together.” On Hidden Goals “If you don’t acknowledge [a hidden goal] and it’s there, it will come up and haunt you at some point. It will come and hit you in the face.” On Adding a Chuck It List to Your Bucket List “Sometimes you have to give yourself permission to say, I’m never going to do that. I’m just not going to do it. And for my dad, it was learning Spanish. He really thought an educated person – my father has a PhD, he’s very educated – an educated person knows a foreign language. And then at some point in his 70s, he was like, it’s not happening now. I got better things to do.  And he does have other things to do. So I think the Chuck-it list is important for the specific goals we have. And sometimes there’s a whole big value that needs to be chucked. If your capacities change, there are things you just can’t do anymore.” On Listening to Your Emotions “I really think it’s worth spending some time reflecting on what matters to you and thinking about whether you’re tracking it – because I think people have a tendency to get caught up in trivial crap that doesn’t really matter. And then the second part is I think that, although I’m recommending being reflective and thinking about these things, that process has to be informed by our emotions. So you can’t just sit and think about what you believe. You also have to listen to your body, they would say if you were in a yoga class. But there’s something to that. Listen to what your emotions and motivations are yelling at you from the bullpen.”  

Choices shaped your career. But when retirement approaches, a new design challenge appears. Not a financial one. A life design challenge. What will your days look like? What will energize you?  What might the next five years become? In the Designing Your New Life in Retirement program, you'll step back from the fray and apply design thinking to those questions, with a bias for action. Learn more here. We begin in April. Join us and get started – on your most important project. _____________________________ Friendship is one of the most powerful forces shaping our lives—and our health. Friendships become harder to maintain as life evolves, especially during major transitions like retirement. Losing work friends is normal, yet few realize how new connections can be cultivated. Our guest today highlights why identity shifts can, perhaps counterintuitively, create oppotunities to build new friendships. My guest today is Janice McCabe, is a sociologist at Dartmouth and author of Making, Keeping, and Losing Friends. Her research, mainly on college campuses, illuminates key principles of forming friendships like the hidden structures that shape our friendships. In this conversation, we explore how anyone—at any stage of life—can become more intentional about building meaningful connections. Why friendships are essential for long-term health and well-being The two biggest drivers of friendship formation Why proximity matters more than we realize Three types of friendship networks The difference between fading friendships and breakups If you’re approaching retirement or navigating a major life transition, understanding these patterns can help you design a richer and more connected life. Janice McCabe joins us from New Hampshire. __________________________ Bio Janice M. McCabe is associate professor of sociology at Dartmouth College and the Allen House Professor. She is the current president of the Sociology of Education Association and the author of Making, Keeping, and Losing Friends and Connecting in College: How Networks Matter for Academic and Social Success. __________________________ For More on Janice McCabe Website Books __________________________ Mentioned in This Retirement Podcast Conversation I Study Friendship. Here's How You Make Lasting Friends. ___________________________ Retirement Podcast Conversations You May Like How to Make New Friends in Retirement – Dr. Marisa G. Franco Our New Social Life – Natalie Kerr & Jaime Kurtz The Good Life – Marc Schulz, PhD ____________________________ 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 Life Changes & Friendships ” We’re changing and we’re growing throughout our lives, and there may be times that we change with our friends, and so our identities, our interests change in similar ways, or we’re able to keep some sort of connection through those transitions. But it can be harder for people who are now retired. They likely have friendships that, started earlier in life, and you may have similar transitions with having kids at the same time, or living in the same area or in different areas throughout your lives. So all of those things, some of which are structural. When you’re having those life transitions, sometimes we feel like a friendship is really important to us, but then someone changes jobs, or someone moves, and we may realize that that connection was either more or less important than we thought, just because we took it for granted when it was easy.” On Prioritizing Friendships “I interviewed a lot of people in the course of my research and the people that were able to both make and keep particularly meaningful friends, one thing was that they were intentional about is making time for friends. Also being reflective about which friends are most meaningful to you,who are you really excited to see, excited to talk to, excited to do things about and making sure that you’re reaching out to them. That not always, just up to your paths crossing or them reaching out to you, but thinking through, what people do I especially want to prioritize is part of it.  Another thing that I saw people do is that is just making time for friendship in general. We typically have goals for our work lives, we may have goals for our family lives, but I’d say most of us don’t have goals for our friendship lives. But having that would help us see that as another really valuable part of life. And so not just letting friendship fill the cracks of like our extra time, but really going out of the way to make sure that we are prioritizing friendship in our lives, making time for friends.” On Friends & Health – and Being a Good Friend “A lot of research has shown that our friendships help us live longer. It’s actually more important to have connections than to not smoke, not be obese, the things that we look at as healthy behaviors. Having friends are equally, if not more, important from other people’s research, epidemiologically, that have looked at those factors. So making sure that you invest in friendships is really important.  And I think we can get so busy going through life that we don’t slow down to take stock of our friendships and just see who’s there. And, not just do I have good friends, but am I being a good friend also? Because friendship is a reciprocal relationship. Friendship isn’t just a one time event. It’s not just that you make friends and Oh, I’m done. Instead, you constantly are making new friends and thinking through those factors that I was mentioning; who’s important, what am I getting from my friends? What am I missing? And not assuming that either our partner, our romantic partner, or one friend will meet all of our needs.”

________________________ Get started in April on your most important project. Learn more here _________________________ Retirement planning focuses heavily on finances — investments, Social Security, and risks. But there's another question that often sneaks up on people once the career chapter closes: Do I still matter? Our guest today has spent years researching one of the most powerful psychological needs we have as human beings — the need to feel valued and to add value. Jennifer Breheny Wallace is an award-winning journalist and author of the new book Mattering: The Secret to a Life of Deep Connection and Purpose. Her work explores how feeling significant, appreciated, invested in, and depended on shapes our well-being throughout life. And her insights have important implications for retirement. Because when work ends, many people lose one of the primary places where they knew they mattered — where their contributions were visible, valued, and relied upon. In this conversation, we explore:        • Why the need to matter doesn't diminish with age       • How retirees can build what Jennifer calls a “mattering portfolio”       • The surprising research on relationships and resilience       • Practical daily actions that restore a sense of meaning and contribution If you're thinking about retirement — or already there — this conversation may change how you think about purpose, connection, and belonging in the next chapter. _________________________ Bio Jennifer Breheny Wallace is the author of Mattering: The Secret to a Life of Deep Connection and Purpose.  She is an award-winning journalist and bestselling author whose work explores the power of mattering in our everyday lives. Through research and storytelling, Wallace examines the hidden forces shaping modern life, from the crisis of meaning in achievement culture to the essential role of mattering in personal, workplace, and societal health.  Her first book, Never Enough: When Achievement Culture Becomes Toxic — And What We Can Do About It, was a New York Times Bestseller, an Amazon Best Book of the Year, and a Next Big Idea selection. Wallace is the founder of The Mattering Institute, whose mission is to create cultures of mattering in workplaces and communities, and co-founder of The Mattering Movement, a nonprofit whose mission is to create cultures of mattering in K-12 schools. Wallace has partnered with The LEGO Group on its global Play Unstoppable campaign to address perfectionism and grow confidence through play. She has also consulted with Calm wellness app, Netflix, and is a BCG  BrightHouse Luminary. She serves on the University of Michigan’s Well-being Collective Advisory Council, and the Advisory Board for Making Caring Common, a project of the Harvard Graduate School of Education. Wallace is a Journalism Fellow at The Center for Parent and Teen Communication at the Children's Hospital of Philadelphia. After graduating from Harvard College, Wallace was a journalist for CBS “60 Minutes” and was part of the team that won The Robert F. Kennedy Awards for Excellence in Journalism. She is a contributor to The Wall Street Journal and The Washington Post and frequently appears on national television programs to discuss her work. Wallace serves on the board of the Coalition for the Homeless in New York City, where she lives with her husband and their three children. ___________________________ For More on Jennifer Breheny Wallace Mattering: The Secret to a Life of Deep Connection and Purpose by Jennifer Breheny Wallace Website ___________________________ Mentioned in This Retirement Podcast  The Retirement Crisis No One Warns You About: Mattering – The Wall Street Journal Video: Taylor Mali (What Do You Make?) ____________________________ Your choices shaped your career. But when retirement approaches, a new design challenge appears. Not a financial one. A life design challenge. What will your days look like? What will energize you?  What might the next five years become? In the Designing Your New Life in Retirement program, you’ll step back from the fray and apply design thinking to those questions, with a bias for action. Learn more here. Our next two groups begin in April. Join us and get started on your most important project. _____________________________ Podcast Conversations You May Like What Matters Most – Diane Button How to Live a Meaningful Life – Dave Evans 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 Adding Value “I found this very common thread among the hundreds of people that I interviewed who, when they were going through a life transition—if it was retirement or grief, getting divorced, all these things—what they did over and over again was that they found new ways to add value. And so they would look for what I call in the book a genuine need in the world. And then they would use either their time or their talents or their treasure to meet those needs. It's kind of a handy formula for finding purpose.” On Your Mattering Portfolio “Plan your retirement social portfolio—your mattering portfolio—as carefully as you plan your financial portfolio…You are only one decision, one action away from getting back on that path to mattering.”  

Discern what you’ll retire to. Join our group program starting in April. Learn more here _________________________ What if the secret to happiness isn't success or achievement — but simply feeling loved? In this episode, one of the world’s top researchers on happiness and well-being Sonja Lyubomirsky explains why connection, curiosity, and listening may be the most powerful ingredients for a fulfilling life — and a meaningful retirement. Her new book, co-authored with relationship scientist Dr. Harry Reis, is How to Feel Loved: The Five Mindsets That Get You More of What Matters Most —and it offers a surprising and practical roadmap for getting there. Key insights? When you want to feel more loved, don’t try to make yourself more lovable. Don’t try to change the other person. Instead, change the conversation. Go first. Make them feel loved—and watch what happens next. This conversation is full of wisdom for anyone planning for or navigating retirement—a life stage where relationships become the center of your world. Dr. Lyubomirsky talks about the vulnerability paradox, the three magic words everyone wants to hear, why older people are actually happier than younger ones, and what really matters when you’re designing a life worth living. Sonja Lyubomirsky joins us from Santa Monica, California. ___________________________ Bio Sonja Lyubomirsky (AB Harvard, summa cum laude; PhD Stanford) is Distinguished Professor of Psychology at the University of California, Riverside and author of the best-selling The How of Happiness and The Myths of Happiness (published in 39 countries). Lyubomirsky's research—on the possibility of lastingly increasing happiness via gratitude, kindness, and connection interventions—have been the recipients of many grants and honors, including Fellow of the American Association for the Advancement of Science (AAAS), an Honorary Doctorate from the University of Basel, the Diener Award for Outstanding Midcareer Contributions in Personality Psychology, the Christopher Peterson Gold Medal, a Positive Psychology Prize, and the Faculty of the Year Award (twice). She has four kids, ages 12 to 26, and lives in Santa Monica, California. ___________________________ For More on Sonja Lyubomirsky How to Feel Loved: The Five Mindsets That Get You More of What Matters Most Website  __________________________ Retirement Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Retire Happy – Dr. Catherine Sanderson The Good Life – Marc Schulz, PhD ___________________________ 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 Love & Happiness “The key to happiness is feeling connected and loved. The secret to feeling loved is really feeling known.” On Going First “When we want to feel more loved, we often try to make ourselves more lovable. But the research suggests something different — we need to start by making the other person feel loved. A relationship is really a series of conversations. Changing the conversation can change the relationship. When you think about a relationship is a series of conversations. And so during your next conversation, the first step is actually to try to make the other person feel more loved. And so we talk about, you know, showing curiosity in the other person and really listening to them and helping them open up, you know, because the secret to feeling loved is really feeling known. You know, you can’t really feel loved by someone else if they don’t know you, right?  If you don’t really know me, I can’t feel loved by you because I’ll always wonder would he still love me if he knew me? If you could see what was sort of behind those walls. It’s a little bit counterintuitive, right? If you want to feel more loved, you want to go first and make the other person feel more loved.” On Vulnerability “I’m not going to feel loved by you just if you’re admiring me. And so that’s where sort of we go wrong where like, it turns out that actually being a little vulnerable and showing more of our kind of real selves, not really real selves, it’s all real, you know, but you know, kind of showing more of our full selves, what’s beneath those walls. That’s actually what forges a connection. So that kind of, in fact, I think it’s called the vulnerability paradox. Like we think people won’t like us if we show a little bit vulnerability or weakness even, but actually people will like us more. Now, if it has to be done at the right pace and at the right time for the right person, right, you have to really read the room so you don’t just like dump your traumas or your weaknesses right away on another person. That’s not, that’s not going to work either.”

What’s next? Don’t drift. Design. Our next small group coaching program starts in April. Learn more here. ________________________ Most retirement planning conversations start and end with money. Rod Yancy, founder of Oath Planning, challenges that assumption head-on — arguing that mindset, emotional health, and identity matter more than any portfolio balance when it comes to actually thriving in retirement. In this conversation, Rod shares data from Oath’s latest client survey, their Q1 2026 Money and Meaning Institute survey of over 500 retirees and near-retirees, and some the findings may surprise you. For example, the biggest regrets aren’t about money. The financial advisory industry is structurally incentivized to keep money at the center of retirement planning — even when that leaves clients less than fully prepared for what they’ll face in planning for life in retirement. He offers a candid, practitioner-level view of what he actually sees working (and failing) in retirement transitions. Rod Yancy joins us from Tulsa, Oklahoma. _________________________ Bio Rod Yancy is a multifaceted entrepreneur, writer, attorney, and leader. His personal mission to empower others to live their lives to the fullest is woven into both his business ventures and creative projects. After graduating from the University of Oklahoma in 2002 with a double major in philosophy and political science, Rod made adventure his top priority, traveling in search of new experiences, inspiration, and deeper meaning. He began writing about his journeys while immersing himself in diverse fields, from mindfulness to literature to software development. Recognizing the importance of legal expertise for his entrepreneurial goals, Rod pursued a J.D. at the University of Oklahoma College of Law, graduating in 2006. He quickly put his education to use by founding two app-based software companies in fantasy sports and photo sharing, before shifting his focus to creating what became one of his life's major undertakings – Oath. Since its inception in 2010, Oath Law has been guided by Rod's belief that life is short and everyone should embrace their unique journey to achieve their full potential. With this perspective, Rod utilized estate planning as a means to help people recognize life is short and organize their affairs, allowing them to focus on what truly matters: enjoying life. _____________________________ For More on Rod Yancy Oath Planning _____________________________ Retirement Podcast Conversations You May Like Retire with Purpose – Cesar Aguirre Design a Phased Retirement – Anna Rappaport Coming of Age in Retirement – Tom Marks _____________________________ 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 Mindfulness  “I remember hearing when I was young, about a farmer whose crops had failed. And when they asked him what he would have done different, he said I would have cared for the soil sooner. And that that really is the thing. Oftentimes, we really don’t care for what matters until after it’s too late to fix it. And I think that when it comes to emotional well being and mindfulness, people sometimes don’t even know what they were missing. But when we sit down with our clients who are retirees, we see clearly that their mindset does shape their experience in retirement even more than money.” On Resilience “Oftentimes, resilience determines whether the change going into retirement feels like freedom, or feels like a loss of identity. And their purpose or what they what they mean to do with their life can make their calendar either feel very empty or open for for better things for them to do.  I don’t know if it’s counterintuitive, but I just keep seeing it time and time again, that people really need to pay attention to who they are before retirement.” On Taking Aim in Retirement “A man without an aim or a woman without an aim…is just that drifting. Taking aim at something is really important even in retirement. I think that is where you find the peace and that’s where you find that purpose.” _____________________________

Who are you when you're no longer your title? For many high-performing professionals, that question can feel destabilizing — even frightening. Michael Kay is a CFP, a financial life planner, the author of the new book How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement. He's been through it himself—the excitement of the new chapter, and then, six months in, the wall he didn't see coming. Today he shares what he's learned about reopening the aperture, grieving what you've left behind, and finding out who you were before you were your job. This is a conversation every high-achieving man—and the people who love them—needs to hear. _________________________ Bio Michael F. Kay is a coach, teacher, author and retired CFP(R). Through his books, workshops, speeches, and the Chapter X community, he's helped thousands of women, men, and families master their financial lives—and navigate the transition from full-time work to what comes next. He's written three books: How to Craft Your Chapter X, The Feel Rich Project, and The Business of Life. His insights have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes, and Psychology Today. Today, he publishes weekly essays for the Chapter X newsletter, hosts the Chapter X podcast, and shares his thoughts on LinkedIn. He is the former president of Financial Life Focus, a fee-only multi-advisor financial life planning firm. ___________________________ For More on Michael Kay How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement _________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin How to Prepare Mentally for Life After Work – Joseph Maugeri Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt ____________________________ 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 Saying No in Retirement “If it's not joyful, I'm not going to do it.” On Perspective “As we get older and we start focusing towards career, that aperture narrows. And so when we get ready to step into this next chapter, whether it's our choice or not, we are at our narrowest. So we need to, mindfully and intentionally—I think that's the right word—look to reopen that aperture.” On Returning to Music – For Fun “I got the trumpet out and had it cleaned, and I found a teacher, and I started playing again, and I put up on my music stand, ‘fun'—the word fun—to remind me. Because if you miss a note, I was like, ‘You suck.' All these things that come back. And so I had to keep reminding myself: this is for fun. I am never going to be a touring professional musician. I'm never going to play with Blood, Sweat and Tears or Chicago. This is for fun. And it just takes the discipline to keep reminding yourself—have joy in the music, have joy in the doing. The joy is in the journey, not in the destination. Because the destination is the journey.”

Don’t plan for just one side of retirement. Design Your Life in Retirement. Join our small group coaching program beginning in April. Learn more here. Very Early Registration Discount ends on March 1st. Sign up here. ___________________________ What if the biggest risk in retirement isn't the market — but misunderstanding your own goals? As you approach retirement, the questions shift. It's no longer just “How much have I saved?” It becomes, “When do I want the freedom to retire?” “How much risk do I really need to take?” And perhaps most importantly — “What is my money for?” Today, I'm joined by financial planner Zach Morris for a candid conversation about risk tolerance versus risk capacity, sequence of return risk, working one more year, helping family, and why having a 100% probability of financial success might actually mean you're leaving life on the table. If you're within five years of retirement — or wondering whether you're truly ready — this episode will help you think differently about risk, purpose, and pulling the trigger. Zach Morris, CFP joins us from Atlanta. __________________________ Bio Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson's statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER® provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way. Previously, Zach was a partner in The Diamond Morris Group and a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Before becoming a Financial Advisor, Zach started as an Associate with the firm in 2011, where he developed skills for building lasting relationships with clients. Later, Zach developed and oversaw a training and mentorship program for J.P. Morgan Associates. Zach supports a number of organizations including Alzheimer's Association, Georgia Chapter, The Shepherd Center, Crohn's & Colitis Foundation of America, and NewStory. Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association's Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He and his wife live in West Midtown's Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels. _____________________________ For More on Zach Morris, CFP Paces Ferry Wealth Advisors Zach Morris, CFP® You Tube channel ______________________________ Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Re-Visioning Retirement – Susan Reid, PhD Retire with Purpose – Cesar Aguirre ______________________________ 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 One More Year Trap “Sometimes it's just one more year because they don't know what the next step is…If somebody is working one more year and they have 100% probability of success — they’re not just leaving money on the table, they’re leaving life on the table.” On Risk “Risk is invisible… you can have a risk tolerance today, but once you hit that maximum threshold, it can very quickly become uncomfortable.” On Retirement Planning “You don't want to go into retirement with unfulfilled expectations. You want to go into retirement knowing what to expect.” _____________________________

Don’t drift into retirement. Design yours. Learn more about our next small group coaching program starting in April here. Sign up here. Very Early Registration Discount ends on March 1st. _______________________ What happens when you finally get everything you worked for…and realize something is missing? In this powerful and deeply honest conversation, Darrow Kirkpatrick shares what early retirement can really feel like — beyond the spreadsheets and freedom headlines. After leaving his software engineering career, he found himself confronting something he didn't expect: the loss of identity and clout that work had quietly provided. He discovered that early retirement wasn’t just about having time—it was about creating meaning. Instead of retreating, Darrow leaned into challenges. From launching a successful retirement blog Can I Retire Yet? to spending nights alone above 12,000 feet, to confronting his lifelong struggles with fear and panic, Darrow’s journey, chronicled in his new book Two Sticks, One Path, reveals the surprising truth about what can make retirement fulfilling. If you're within a few years of retirement — or already there — this conversation will make you think differently about what comes next –  and why the challenges we choose to take on may matter more than the comfort we think we want. _________________________ Bio Darrow Kirkpatrick is the author of the new book Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail. Darrow is an early-retired civil and software engineer with five decades of hiking, biking, and technical rock-climbing experience, including first ascents in the Shawangunks of New York and the sandstone belt of Tennessee. He climbed three big walls in Yosemite Valley, California: The Shield and The Nose on El Capitan, and The Regular Northwest Face of Half Dome. In 2011 he founded “Can I Retire Yet?” — winner of the 2019 Plutus award for Best Retirement Blog. His personal finance books include “Retiring Sooner” and “Can I Retire Yet?” ___________________________ For More on Darrow Kirkpatrick Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail Can I Retire Yet? ___________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Inspired Retirement – Nathalie Martin Lessons Learned in Early Retirement – Chris Mamula _____________________________ 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 Value of Challenge in Retirement “I find 100% of the meaning that I found in early retirement has come from the challenges I’ve tackled.” On Meaningful Pursuits “The things I did pay attention to starting Can I Retire Yet, a successful personal finance blog, a bucket list item hiking the Colorado Trail, even though I had to do most of it on crutches, those things are incredibly meaningful to me, writing a memoir about it. I think I would have really regretted if I had stayed at my corporate desk through all those years instead of reaching for those bucket list items.” On Adaptation “I did have a series of chronic injuries in my lower body, which got worse. I had a bad hamstring injury, was in bed for a few months, one summer. And as part of the recovery from that, a doctor friend suggested I start using forearm crutches… I wound up realizing I needed to just keep using the crutches on the trail, because they would keep me safe. They reduce the impact on my body, they prevent falls. And if I had any hope of doing a trail as difficult as the Colorado Trail, I needed all the help I could get.”

Will you retire with purpose? Don’t leave it to chance. Design Your New Life after you leave full-time work. Learn more about our next small group coaching program starting in April here – and sign up here. __________________________ What if the word retirement is setting us up for the wrong life? After years in senior leadership roles, Cesar Aguirre discovered something most of us miss about retirement: the word itself matters more than we think. In English, we “retire” – we withdraw. In Portuguese, you become “aposentado” – left aside or left behind. But in Spanish-speaking cultures, retirement is called “jubilación” – which comes from the word for joy. That distinction changed everything for Cesar. Because when he stepped away from his career, it wasn’t the loss of work that shocked him – it was the jarring shock of losing an identity. He realized retirement isn’t just a life transition, it’s an identity transition, offering an opportunity to redefine who you want to become, and retire with purpose. Cesar joins us to share the framework he developed through his own transition – a ten-chapter roadmap for moving from “what I’m leaving” to “what I’m moving toward.” He’ll reveal why planning goes far beyond your finances, how to measure success when you’re no longer producing output, and the key warning signs that show up early when retirement first starts going wrong. This is a conversation about why approaching retirement with more intention might just create the most fulfilling chapters of your life. How will you retire with purpose? Cesar Aguirre joins us from Florida. __________________________ Bio César Aguirre is a seasoned HR executive with over 40 years of experience in global talent development. Now in active retirement, he embodies reinvention with passion as mentor, consultant, and author. In his book, Retirement with Purpose: The 10 Rs of Retirement, he shares his vibrant energy and insights to help readers rediscover purpose and embrace joyful living in their post-career lives. He currently resides in a lively 55+ community in Central Florida with his wife, inspiring others to design their authentic journeys for the second act of their lives. _______________________ For More on Cesar Aguirre Retirement with Purpose: The 10 Rs of Retirement _______________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri Re-Visioning Retirement – Susan Reid, PhD How to Retire – Christine Benz _________________________ 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 Power of Language “Retirement becomes a celebration, not a retreat. I think the languages shape mindset. And mindsets shape behavior. So when retirement is framed as a joy, planning shifts from survival to flourishing become more natural.” On Measuring Success in Retirement “A good day is no longer about output, it’s no longer about how much you produce. It’s about action that is intended, an action that aligns with a master plan.” On What He’d Do Differently “I wish I had thought about it and prepared for my post-work identity a little sooner and more deliberately. In my job in HR, I helped many others plan careers, but I underestimated how much my own self-worth was tied to that job in that title. I think I did it humbly. I can say that I did a solid job planning financially, but probably not as good in preparing emotionally for the change. For a brief period of time, a few months, I underestimated that the identity shift that was occurring and the loss of a daily structure that I was so accustomed to.” On What He’s Gained in Retirement “Presence, the ability to not just having the time, but having the mindset of real presence, presence with my wife, which I neglected for a few years while I was traveling or working, presence with my kids, now with my grandkids, the rest of my friends, and new friends. I also gained a space and time for mastery, my hobbies. I enjoy cooking, well, time to do more and do a little better, exercising, riding the bike three or four times a week, playing pickleball. Retiring has given me time to go more in depth on my preferences instead of just speed, because in my working years, I was always rushing. Even when I was at home, I needed to accomplish, I needed to do things. I needed not to be idle. And retirement has now given me presence and bandwidth.” On Warning Signs “I think there are three main things that one needs to start paying attention to. Isolation. If you don’t have that network, social network, family network, and you become isolated. A loss of structure. Doing nothing without a structure or living in the past tense. When people stop connecting with others, when they drift through the days without an intentional plan, or when they only talk about what they used to be, that should be a warning, – a huge yellow flag for oneself and for loved ones that are looking after them.”

Sign up for our next Designing Your Life small group coaching program starting in April here __________________________ What happens when you've done everything “right” — built a successful career, made a difference, checked the boxes — and yet something still is missing? Today I'm joined by Dave Evans, co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day and the #1 New York Times Bestseller Designing Your Life, and a longtime Stanford educator, to explore a question many people quietly wrestle with in the second half of life: Why doesn't impact bring lasting meaning — and what actually does? Dave shares insights from his newest work with Bill Burnett on meaning, presence, and what he calls the shift from role to soul. We talk about why chasing fulfillment often backfires, why the most meaningful moments are often small and fleeting, and how many of us live almost entirely in what he calls the “transactional world” — often missing the richness of the present moment that's available right now. This conversation is especially relevant if you're nearing retirement, newly retired, or simply sensing that achievement alone isn't enough anymore. Dave offers practical reframes, deeply human stories, and a powerful idea he calls the scandal of particularity — a concept that may completely change how you think about what a well-lived life really looks like. Dave Evans joins us from California to discuss How to Live a Meaningful Life. ___________________________ Bio Dave Evans is the co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day. Dave has worked in alternative energy, telecommunications, and high tech. As an early member of the advanced systems group that built the technology that became the Macintosh, he led the first computer mouse team and laser-printing projects, before leaving to co-found the software giant Electronic Arts. After more than thirty years of executive leadership and management consulting in the high tech world, Evans realized that what he really wanted and needed to do was help people rediscover purpose in their jobs and lives. He joined Stanford's Design Program, teaching the incredibly popular Designing Your Life course. In their book Designing Your Life, Dave Evans and co-author Bill Burnett, brought these principles to a larger audience, proving it's never too late to design a life you love through innovation, creative problem-solving, and a growth mindset. Evans teaches audiences of all ages that the same principles used to create amazing technology and products can also be used to design and build a life filled with purpose and joy that is constantly creative and productive. Dave Evans earned a Bachelors of Science and Masters of Science in Mechanical Engineering from Stanford and a graduate diploma in Contemplative Spirituality from San Francisco Theological Seminary. He lives in Santa Cruz. _________________________ For More on Dave Evans How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day  Design Your Life and Get Unstuck – Dave Evans (2020 Podcast) _________________________ Podcast Conversatons You May Like The Good Life – Marc Schulz, PhD Resurface – Cassidy Krug The Purpose Code – Dr. Jordan Grumet __________________________ 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 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 1.9 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 Becoming “The most essential definition of a human person is you’re a becoming. You’re constantly evolving into hopefully your more and more authentic self – never your complete self, by the way… there’s no way you’re ever going to get done.” On Shifting from Role to Soul “I think, particularly in that second half transition, you’re really looking at what we call the shift from role to soul. And by role, I am primarily identifying who I am as a person, my sense of what makes me who I am, is what I do in the roles and I have in the world, mostly in institutions called, you know, companies or employment or families. And I get this feedback loop from being the Dad, from being the General Manager, from being the mailman, or from whatever it is that says I’m doing the right thing, I’m getting paid for it, and the world’s a better place. And that’s the achievement feedback loop, which for most people that’s what we mostly hear from people is the primary thing. And as life moves along, even if you’re still achieving, I still have four part time jobs. But my relationship with that achieving role is very different than it used to be. And you start moving more and more where your life is really simply about expressing as authentically as you can in the world, who it is that you actually are.” On the Scandal of Particularity “The scandal of particularity is the recognition that all wonderful things only come in these small bite-sized pieces that are temporary, incomplete, partial, but reflections of the true thing. So if you radically accept you’re never going to get all of it, then you go, Oh, so what I really want to do is when the opportunity for some beauty or some truth shows up at all is dive all in, fully celebrate and enjoy it.”

What if creativity works like medicine? New research shows that regular engagement with the arts can slow biological aging, protect the brain, reduce stress, and promote a new sense of purpose, identity and meaning—especially in retirement. This episode reframes art as one of the most powerful, underused tools for healthy aging. Our guest today, Dr. Daisy Fancourt, is a leading researcher on the health impacts of arts engagement and the author of the new book Art Cure:The Science of How the Arts Save Lives. Her work bridges neuroscience, public health, and lived experience—bringing rigorous data to some things many people may dismiss as “just a hobby.” Listen in for insights on why engaging with art is a wise addition to your retirement plan. In this conversation, you'll learn: How arts engagement compares to exercise and sleep in its health impact Why talent and skill have nothing to do with the benefits you can reap How creativity builds cognitive reserve and protects against dementia Why music is a powerful tool for wellness How the arts can foster renewed identity, purpose, and community in retirement Daisy Fancourt joins us from London. ________________________ Bio Daisy Fancourt is the author of the new book Art Cure: The Science of How the Arts Save Lives. She is Professor of Psychobiology and Epidemiology at University College London where she heads the Social Biobehavioural Research Group, and Director of the World Health Organization Collaborating Centre on Arts and Health. She has published 300 scientific papers and won over two dozen academic prizes. She is a multi-award-winning science communicator and has been named a World Economic Forum Global Shaper and BBC New Generation Thinker. Daisy is listed as one of the most highly cited scientists in the world. _________________________ For More on Daisy Fancourt Art Cure: The Science of How the Arts Save Lives Website _________________________ Podcast Conversatons You May Like Tiny Experiments – Anne-Laure Le Cunff Why You'll Want a Hobby – Ashley Merryman The Art of the Interesting – Lorraine Besser, PhD ____________________________ 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 Science Behind Arts and Health “I started doing lots of research on the long-term impact of arts engagement across people’s lives using the same kind of data sets and methods that people had previously looked at exercise and diet and sleep. And I was honestly quite amazed at what came out about these associations between arts and future well-being, reduced risk of depression, enhanced cognitive function, reduced risk of chronic pain, frailty, dementia. And most excitingly, the effect sizes were very similar or sometimes even stronger than these other behaviours that we’re much more used to talking about in relation to our health.” On Biological Aging People who engage in the arts actually have increased connectivity between regions of the brain that are vulnerable to aging. So they actually have brains that are younger than people who don’t regularly engage in the arts. And actually, they have higher levels of cognitive reserve, so resilience of the brain against cognitive decline and dementia. But they also have different clinical biomarker patterns that indicate that they are physiologically younger. So better respiratory rates, lower cardiovascular stress, better levels of inflammation in their immune systems. And I think most excitingly, they even have patterns of gene expression in their DNA that are younger. So the way that their genes express themselves have a younger, what we call epigenetic age.” On the I’m Not Creative Myth “I think this is a slight failing in our societies because we tend to set ourselves up that you’re either artistic or creative or you’re not. And it’s a complete myth. Actually, most of the health benefits of the art come through doing it, regardless of whether you’re any good at doing it. And I think sometimes people have got hangovers, often from like childhood when they didn’t feel they sang in tune or when they weren’t good at doing art in class. But it’s surprising how often people can actually try new activities as an adult and actually discover a passion they had absolutely no idea about.” On Music as Medicine “Music is actually a natural pain relief. It releases endogenous opioids in our brain. But also it provides us with a beat that means we can synchronize with that beat and that can really help us with our movements. So when people exercise to music, they’re actually able to run faster for longer, they’re able to lift weights in the gym for longer. And if people have got conditions like Parkinson’s or they’ve had a stroke or another neurological disorder, then actually listening to music can be a way of improving balance, their walking speed and reduce the risk of falls as well.” On Art in Retirement – and Purpose & Meaning “Lots of people speak about losing their sense of purpose when they move out of that work environment and trying to figure out what their new purpose is. And arts engagement is a very effective way in so many trials now of increasing that sense of purpose. It’s a similar thing for cultivating a new sense of meaning. And there are lots of other aspects of our well-being, like a heightened life satisfaction, which is really important to people, particularly as they get older. And actually arts engagement is such a powerful way of helping to build all of those different aspects of our well-being.” On the Daily Arts Practice “If we’re looking at basically accumulating the health benefits of the arts over time, we need to have a really regular, sustainable arts practice. I recommend in the book that people try and figure out their equivalent of the kind of five-a-day vegetable rule that they could apply day to day. Could they set aside 15 or 20 minutes every day that they will reliably be able to commit to? But also, can they think about sort of simple ways that they could swap out activities in their lives to make that manageable?”    

If you're in, or approaching, a life transition and think, “I should have this figured out by now,” this conversation is for you. Today, mindfulness teacher Monique Rhodes shares how to move through that sticky in‑between space of “no longer who you were, not yet who you're becoming” without beating yourself up. You'll hear why happiness is an inside job, how to work with your mind when life blindsides you, and practical ways to rediscover joy and purpose with mindfulness—especially in retirement and other big life changes. We also discuss how mindfulness can help Type A people (like me and perhaps you…). Monique Rhodes joins us from Costa Rica. _________________________ Bio Monique is an internationally acclaimed Happiness Strategist who teaches students and corporations around the world how to master their lives. She has spent the last 25 years studying the mind and its relationship to happiness and she believes that happiness is not merely an emotion but a daily habitual practice. Over 70 universities and colleges use her program The 10 Minute Mind®. Her 8-week online course, The Happiness Baseline, has a 100% success rate in raising the mental wellness for every student who has completed it. Monique hosts the daily In Your Right Mindpodcast, where she discusses how a series of small habits determine our well-being. She is also a singer, songwriter and producer born in New Zealand. She has toured the world performing and composing music bridging the worlds of contemporary music with modern spiritual teachers. Monique has produced two platinum selling albums in New Zealand, toured Europe twice with Chuck Berry and collaborated on music projects with some of the most well-known inspirational teachers in the world including the Dalai Lama. _________________________ For More on Monique Rhodes MoniqueRhodes.com ________________________ Podcast Conversations You May Like Retire Happy – Dr. Catherine Sanderson The New Happy – Stephanie Harrison What Matters Most – Diane Button _________________________ Planning for retirement? Chexck out our summaries of the 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 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 Getting Unstuck “So, one of the things that I see with my students is that the place that people get stuck most often is actually that we’re resisting what is. And so let’s say you make some New Year’s resolutions or you’re in the middle of a transition like retirement and you’re in the middle of that change and you think to yourself,  this shouldn’t be so hard and I should have figured this out by now. But what those thoughts do is they actually only tighten that knot. So if we’re looking at getting unstuck, you know, the way that I teach is we have to have this willingness to soften, to stop pushing, to actually sit with what’s here, even if it’s uncomfortable. And from what I’ve learned and what I’ve seen, this is really the ground of transformation. Because when we allow ourselves, Joe, just to be exactly where we are with all the uncertainty, with all the doubt, with all the longing, then we begin to loosen the grip on all the old habitual ways of being. And our heart opens. And in that openness, something new can emerge. So I invite you all to not push through, but just to rest in that middle place and let the aspiration be there, but also let the discomfort be there. And let yourself almost be held by this knowing that the moment that you’re in right now is actually part of the path.” On Mindfulness…for Type As “And this energy is very, very powerful, but it can also become a kind of armor and it can protect Type A people from seeing themselves, from vulnerability, from uncertainty. So, if I was talking to a Tai A personality who was a skeptic, I would first of all say it is mindfulness is amazing for Type A personalities. And what if you didn’t need to fix anything right now? What if there was nothing to improve, but just something to notice? Because at the heart of mindfulness, we’re not looking to change our nature or our personality. What we’re doing is we’re inviting you to become more intimate with yourself, to sit beside that aspect of yourself that strives and maybe ask, what am I afraid of and what am I avoiding? Because often as a Type A personality, what we’re avoiding is the discomfort of being with ourselves as we are. But if we can soften that resistance, even for a breath, even for 10 minutes a day, I tell you, something extraordinary happens. And we begin to feel so much more alive, more connected to ourselves. The endless, amazing results of meditation, our relationships change. We just deal with everything differently. We become more whole. So it’s really good for us to understand, which is why mindfulness is used in so many, you know, big companies around the world, is that mindfulness isn’t an enemy of ambition. It’s really a way to return to the ground beneath your striving, to be able to see that ground clearly, to feel deeply, to live more fully, which is why I totally believe it’s a superpower.” On Why Happiness is an Inside Job “The biggest misconception that I know is that people believe that happiness comes from outside of themselves. And that is such a mic drop moment to understand that happiness doesn’t. Happiness is an internal job. And the wonderful thing about that is it means that we’re in control of it. It means that if you want to be happier, you don’t have to be rich. You don’t have to be powerful. You don’t have to be the most beautiful person in the world. I remember some years ago going to Las Vegas to hear Lady Gaga sing. And she was doing these kind of acoustic jazz Tony Bennett style concerts. It were really incredible. She was getting paid a million dollars a gig, Joe, and it was extraordinary. Here she is. She’s super wealthy. She’s beautiful. She’s successful. She’s powerful. And it was shocking for her to talk about how incredibly unhappy she is. So I think that’s one of the biggest things we need to understand is that all the things that we’re sold to believe will make us happy actually don’t. Because if they did, we would be able to look around the world to so many of the people that have all of them. And we can wonder why they’re not happy. So when we begin to understand that happiness is an inside job, then we actually have the incredible power to take control of it. So I think that that is probably the biggest misconception, but also the most powerful thing about it. And so that means that we need to learn to work with the thing that drives our happiness and our suffering, which is our mind. And if we can learn to work with our mind, then we can change our whole experience of the world.”

Last call… Design Your New Life in Retirement New Groups start on Thursday 1/22 & Friday 1/23. Join us…and design your next chapter. Learn more and sign up here _________________________ Bio For decades, Anna Rappaport has studied how people actually transition out of full-time work—not in theory, but in real life. And what she's learned may challenge how you’re thinking about retirement. Anna Rappaport hasn’t just studied retirement—she’s been living a phased retirement for three decades and is still going strong at 85. As a former Society of Actuaries President and one of the profession’s most published and respected retirement experts, she has insights you’ll want to hear. So, today, we're focusing on phased retirement, but not as an HR policy. We're talking about it as a life strategy—one that blends purpose, flexibility, and relationships. Anna introduces a powerful framework she calls the Life Portfolio—Health, People, Pursuits, and Places—and explains why money alone is never enough for a fulfilling next chapter. If you’re wondering Who will I be when I retire?, this conversation is for you. Anna Rappaport joins us from Chicago. ________________________ Bio Anna Rappaport is the founder and president of Anna Rappaport Consulting. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. She is a phased retiree and is passionate about women's retirement security. Anna is a past-President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks and its Aging and Retirement Research Initiative Steering Committee. Anna spent 28 years with Mercer as an employee benefit consultant, before she founded her own firm, Anna Rappaport Consulting, after leaving Mercer. _________________________ For More on Anna Rappaport LinkedIn A Conversation With Anna Rappaport & Steve Siegel: Solo-Agers Disconnect Thinking About the Future of Retirement _________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Portfolio Life – Christina Wallace Is Your Company Ready for the Aging Workforce? – Paul Rupert _________________________ 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 Portfolio You’re Ignoring “The Life Portfolio assumes that the individual has enough money. So this is on top of money—it’s not instead of money. That’s really important. The four quadrants are: Health, Pursuits, People, and Places. If you’re not in good health, nothing else matters. But pursuits—the things that give you a sense of purpose in your life—that’s critically important. And here’s the key: you need a portfolio of them, not just one or two. Because you can always lose one or two. If your pursuit is playing tennis, you might not be able to play tennis anymore. If it’s work, it might disappear. So people should try to do a few things, see what they like, zero in on it, but not be limited to one thing.” On The Reboot, Rewire, Retire Concept “Rather than saying ‘Okay, I’m done with work, I’m going to play golf all the time,’ Reboot is thinking about this life portfolio. What can I do that brings value to my life? We went around the table asking what people were most concerned about regarding retirement. The biggest issue wasn’t money, wasn’t health, wasn’t caregiving—it was ‘who am I going to be when I’m not who I was anymore?’ That was a real wake-up. Rewire is getting ready—building new skills, keeping up your contacts, maintaining your skills. Those are critical things.” On Preparing for Phased Retirement “The preparation you should do is not when you’re ready for phased retirement—it should be way before that. Think about career planning where you’re always focusing on how you’re creating value. You need to have ways of creating value. If you have a good relationship with your employer, you can work something out. I was probably the most published and well-known retirement person in my firm at Mercer. You need credibility. Learn to use their words, not ours—if I’m talking actuarialese to my client, they’re like ‘what?’ But if I’ve translated that to their language, it’s a lot better.” On Identifying Where You Add Value “I think the big benefit for employees is that they have much more satisfying lives. There are also a lot of people who they get near what like the traditional retirement ages and they want to spend more time with their grandchildren. They want to take more vacations. They want to pursue a hobby, but they don’t just want to say, my work life is over. And it gives them a variety of options. So I think there’s a lot of benefit. It’s really a way of this gradually changing pursuits. And it may involve money and it might not involve making more money. But it does involve value. Now there can be, and we had a Society of Actuaries essay on employees and both, we’ve discussed the value a number of times. We’ve also discussed the routes to phased retirement because it’s not an easy deal that just automatically happens. Not usually. For employers, it’s a different thing. Depending on the kind of employer and the kind of job that people have, it lets them keep value that people have contributed. And what I want to say is that if we look at employees, and of course it varies by type of employment, there’s firm-specific human capital and there’s general human capital. And for example, if you were a currency trader, you could probably move into one job to another in two minutes. But Joe, you were a human resource director, and you had years and years of history, a lot of firm-specific human capital. What we have not done a good job of, and this is a speech I’ve been making for 25 years, probably maybe 30, is identifying what are the things that you contribute, that you really contribute value. It might be that 10% or 20% of your job, you’re doing something where you’re contributing a lot of value. And what I think is really important is for the employee to figure out how they can contribute a lot of value and the employer to figure out, and for them to reach a meeting of the minds.”

Don’t just retire. Design. Join us in our group program. Two new groups starting on January 22 & 23. Don’t put off planning for your life in retirement. Take the first step today. _________________________ What does it truly mean to age well in a world where longevity is increasing, but health spans vary wildly? In this episode, we meet with Dr. Arnold Gilberg, author of The Myth of Aging: A Prescription for Emotional and Physical Well-Being. Dr. Gilberg challenges the traditional definition of retirement, arguing that total withdrawal from professional life can lead to loneliness and decline. Instead, he advocates for “semi-retirement” and finding new ways to stay needed, including his own journey of entering rabbinic training. Tune in to hear his wisdom on adapting your physical fitness as your body changes, the power of self-forgiveness, and why exercising your brain is just as critical as exercising your body. Dr. Arnold Gilberg joins us from Los Angeles. __________________________ Bio Arnold L. Gilberg, MD, PhD, received his bachelor's degree in political science and Doctor of Medicine degree from the University of Illinois. He interned at the Los Angeles General Medical Center. He is the last person alive trained by Franz Alexander, MD, a distinguished colleague of Sigmund Freud. His psychiatric training took place at the  Cedars-Sinai Medical Center, where he was chief psychiatric resident. He also has a doctorate in psychoanalysis from the Southern California Psychoanalytic Institute. Dr. Gilberg is a distinguished life fellow of the American Psychiatric Association, the former clinical chief of psychiatry at Cedars-Sinai Medical Center in Los Angeles, and an associate clinical professor at UCLA School of Medicine (honorary). He served for ten years under three different governors on the Medical Board of California for LA County, and has treated thousands of patients in his Los Angeles-based practice. Today he lives with his wife in LA, where he continues to see patients on a regular basis. ___________________________ For More on Dr. Arnold Gilberg The Myth of Aging: A Prescription for Emotional and Physical Well-Being ___________________________ Podcast Episodes You May Like Shift – Ethan Kross Make Your Next Years Your Best Years – Harry Agress, MD The Good Life – Marc Schulz, PhD ____________________________ 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 “Retirement is very loosely defined. And for some people, retirement is going from working six days a week to working four days a week. And people think, oh boy, I’m really retired. I’m working less. And especially if you like your job. And I think people who really like their work and what they’re doing should seriously consider whether retirement, total retirement, is something they want to do. Because for most professions or work, people don’t have to completely retire. They can semi-retire and work two or three days a week if that potential is given to them. Take, for example, myself. I don’t feel like really completely retiring. I’m proud of the fact that I’m 89 years old, and I still work a couple of days a week seeing patients because I like what I do. It makes me feel needed. And the hospital that I attend at tells me I can’t retire. Well, let’s talk about myself. I think my working allows me to remain involved, sing patients, sing other professionals, engaged in some teaching. And we know that people struggle with loneliness. And I do address that in my book The Myth of Aging. There’s a recent study that came out that in the United States today, one out of three people are lonely, which leads to depression, leads to anxiety, leads to psychiatric problems, leads to suicide, leads to drug abuse, and a variety of other condition. So the idea that a person remains engaged in their profession in some way is very critical, and people need to seriously take a look at their retirement, or if they are going to retire, what they might do following their retirement.” On Adapting “We all continue to adapt. And I think recognizing that is important. And also not beating up on yourself about these adaptations that take place. People don’t forgive themselves and people are always ready to jump on themselves. And we need to understand that this type of adaptation is very, very important and to accept it and be grateful for it. I enjoyed running marathons, Los Angeles primarily, and it’s nice for me to hold on to the memory, but I’m not really there anymore. I’m in a different place. I’m happy that I can go to our gym and exercise for 25 or 30 minutes, you know, and come up fatigued. And I feel good about that. And my wife feels similarly. We’re both at that place and we enjoy the fact that we can at least do this.” On Doing Something New “Well, for most people, I think trying to find something new to do, especially after you’re retired, is very critical for cognitive brain functioning because it keeps your mind at work. And we know today, neurologically, that people need to exercise their brain just as they exercise the rest of their body. So people who retire and find something new to do are helping themselves. I must say there is a small segment of the population who enjoy being retired, moving to a cabin in Northern California or Montana, and being very satisfied in that life situation. But for most of us, that doesn’t work. And so for me, I’ve always had an attachment to faith and spirituality, which I think ultimately provides people with a sense of community.”

Are you graduating from the grind in 2026? You could go it alone and wing it. But here’s what one participant said about our small group coaching program: “It was fantastic! I got to work with other people and share ideas with others on what retirement could be. It gave me clarity and confidence.” New groups are starting on January 22 & 23. Let’s go. Learn more Join us “Challenged me to get out of the starting blocks and far down the path of really thinking about this next phase of my life in very different ways. I now feel like I have a solid road map.” “I wish I'd taken this program earlier.” _____________________________ What if everything you’ve planned for financially in retirement still leaves you feeling completely lost? Today’s guest knows this paradox intimately. Dan Haylett built his career as a financial planner, helping people achieve financial independence. But what he discovered shocked him: when money stops being the problem in retirement, and that’s when the real problems show up. Dan is a retirement transition specialist helping people navigate the psychological side of retirement that no financial plan can solve. He’s learned that people plan meticulously for financial independence but rarely prepare for psychological independence. The result? Three devastating losses hit early: loss of structure, loss of relevance, and loss of identity. In this conversation, Dan shares his framework for retirement well-being built on five human pillars that have nothing to do with your bank account. He challenges what you think you know about retirement as a “reward” and shows you why the most successful retirements aren’t built on bucket lists and endless travel, but on something far simpler and more profound. If you’ve ever wondered who you are when no one needs your output anymore, this episode will change how you see the next chapter of your life. Dan Haylett joins us from the UK. ______________________ Bio Dan Haylett, who's the author of The Retirement You Didn't See Coming: a guide to the human side of retirement nobody warns you about. Dan is a financial planner and head of growth for TFP Financial Planning based in the UK. Dan focuses on financial planning, retirement planning, and life planning for people 50+. He also hosts a podcast called Humans vs. Retirement on the behavioral aspects of retirement. Prior to joining TFP, Dan held a number of positions in asset management. ______________________ For More on Dan Haylett The Retirement You Didn't See Coming TFP Financial Planning Humans vs Retirement ______________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri Retiring: Creating a Life That Works for You – Teresa Amabile What Are The Keys To A Successful Retirement? Fritz Gilbert ______________________ 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 Structure in Retirement “So the biggest surprise for me is this. Money stops being the problem. And that’s when the real problems show up, right? So I think that’s kind of the biggest surprise for me. People expect relief. Instead, they probably feel quite disorientated. They’ve planned for financial independence, but not necessarily psychological independence. And so I think the three big shocks or surprises, I think, tend to hit quite early. You get this loss of structure. So there’s kind of no diary or no default rhythm. People get this loss of relevance. Nobody needs you at 9 a.m. anymore. And this loss of identity that job title that once explained you to the world has quietly disappeared. So I think that to me is probably the three big,money stops being the problem. And then the real problems of loss, particularly structure, relevance and identity, really start to take hold. I think one of the things that I really want to reframe when it comes to structure, structure doesn’t disappear in retirement. I think it just stops being imposed on us. For decades, work has  spoon-fed you your structure to a degree, right? Work gave us a reason to get up, a place to be, people to see, and problems to solve. And I think if you remove that overnight, your brain will just panic. And I think the mistake that people try to make, or sorry, the mistake people make is trying to recreate work this kind of same hours, same busyness, just without the meaning. And instead, what I encourage people to do is to build what I would describe as kind of light scaffolding, I suppose, something like that, not rigid schedules, just kind of what I would describe as anchors.” On Identity “The question is, who are you when no one needs your output? Let that breathe for a second. Who are you when no one needs your output? And then you start widening identity whilst you’re still working, right? Develop interests that don’t pay you. Spend time with people who don’t care what you do. And I think really importantly, notice what gives you energy outside of kind of performance and status. Because I do think if your entire sense of self is wrapped up in your role in your job, retirement will feel less like freedom and kind of more like redundancy, right? It’s that kind of instant, you’ve lost this thing and you didn’t want to lose it. So I do think it’s a massive challenge because it’s been, you know, our identity that we’ve had has given us so much, has given us status, has given us structure, it’s given us a sense of self-worth. It’s given us many things that provide us with joy and happiness. And, you know, for the first time, we’re free probably to explore with a really decent chunk of wisdom who we actually are as a person. I think the first question you ask is, what’s your name? Hopefully, if you want to kind of start building a bit of a rapport and bond with someone. And maybe the second question is, what do you do? And as we’ve just explored, you would typically answer that question with, I am a ___________. Or on a lot of occasions, someone still gives you a business card or now modern day, it’s like a QR code, right? That kind of gives you a little thing. But, if you give a business card and on that business card, it will have your name. And underneath your name, it will have your job title. It’s kind of, here you are. This is what I do. This is who I am. And my challenge I do to people, I say, well, if you didn’t have a business card, what would you give out or what would you say? And actually, let’s create a business card. Let’s think about what your business card would say. And you can be creative, you can be funny, you can be jovial, you can be serious, you can be whatever you want. But what if your business card said free to explore or, you know, just make up something creative? I’ve got a client who on his business card wrote, trying to play the top 100 golf courses in England before I die, right? That kind of thing. It’s kind of like, that was one of his missions. And you can have multiple business cards, multiple things that you want. So it’s just trying to kind of frame this thing where I think people will, because what I do see, Joe, which I think is actually quite sad, is when people hang on to past identities.”

Are you ready to graduate from the grind in 2026? Then here's your most important project: Future You. Join our small group coaching program and design your new life after work. Learn more “Eye opening and provocative.” “Challenged me to get out of the starting blocks and far down the path of really thinking about this next phase of my life in very different ways. I now feel like I have a solid road map.” “I wish I'd taken this program earlier.” __________________________ Start the new year right with new habits. FREE 3 session program – 3 Fridays in January at Noon Eastern January 2, 9 and 16 Sign up here ____________________________ Thank you for joining us and listening this year. This special year-end Best Of episode is a collection of valuable insights from our recent guests. If you missed Part One, you can find it here ____________________________ Listen in to full conversations: Harry Agress Kerry Burnight Nathalie Martin Ken Stern Joseph Magueri Christine Platt Michael Long Carl Landau Francine Toder Diane Button ________________________ You May Also Like The Very Best of 2024 – Retirement Wisdom Best of 2023 – Part Three _________________________ 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.

Are you ready to graduate from the grind in 2026? Then here’s your most important project: Future You. Learn more “Eye opening and provocative.” “Challenged me to get out of the starting blocks and far down the path of really thinking about this next phase of my life in very different ways. I now feel like I have a solid road map.” “I wish I’d taken this program earlier.” __________________________ Start the new year right with new habits. FREE 3 session program – 3 Fridays in January at Noon Eastern January 2, 9 and 16 Sign up here __________________________ What if the most creative chapter of your life hasn't happened yet? Today's conversation is about second acts that arrive not quietly—but boldly. Kim Gottlieb-Walker published her debut novel at age 78 after a 50-year career as a photographer. She also leads the Vintage Writers, a lively weekly Zoom group of women authors over 70. Joining her is Roselyn Teukolsky, a former math and computer science educator who retired and now writes fiction. This conversation explores creative courage, identity shifts, the power of starting something new – and the value of community. Kim Gottlieb-Walker and Roselyn Teukolsky join us from California. _________________________ Planning for retirement? Check out our recommended Best Books for Retirement _________________________ Bios Kim Gottlieb-Walker's  career as a photographer covered a wide range of subjects, from classic rock and roll, reggae, and politics in the ‘60s and ‘70s to major motion pictures and television shows. Now in her late 70s, she has reinvented herself as a novelist. While still at UCLA (where she  received a BA in Motion Picture production) and shortly thereafter, she shot for underground LA newspapers and magazines including Crawdaddy, the Staff, and Music World. She  also shot the stills for John Carpenter's Halloween, The Fog, Christine and Escape from New York and worked at Paramount Pictures for nine years as the production photographer for Cheers, and five years for Family Ties. For three decades she  was an elected representative for still photographers on the National Executive Board of IATSE Local 600, the International Cinematographers Guild. Her coffee-table photo books Bob Marley and the Golden Age of Reggae and On Set with John Carpenter were published by Titan Press (UK) distributed by Random House (USA) and both are now in multiple printing. They have editions in Japanese, Russian and French. She's  had gallery shows in London, Los Angeles and New York. Her novels are  Lenswoman in Love – a novel of the 1960s & ‘70s (her debut) and the not-yet published historical novel Caterina by Moonlight, about a girl growing up in renaissance Florence in the late 15th century. Her short story “Summer of Love – 1967” appears in the multi-award-winning anthology Feisty Deeds. Former math and computer science teacher, Roselyn Teukolsky, is the author of A Reluctant Spy, an unconventional spy thriller, and The Fourth Woman, a cautionary tale about online dating. Teukolsky has long been intrigued by the dilemmas faced by smart women in male-dominated settings. Working as a computer science teacher has given her the familiarity to create an authentic female protagonist, a brilliant computer scientist, who, in the latest novel, must ward off a ransomware attack and an online-dating predator. Teukolsky has a B.Sc. in Math and Chemistry from the University of the Witwatersrand in Johannesburg, and an M.S. in Math Education from Cornell. She is the author of the Barron's review book for AP Computer Science, which is currently in its 12th edition. Roselyn's favorite pastime is tournament bridge. She wrote How to Play Bridge with Your Spouse … and Survive (Master Point Press) in 2002. She lives in Pasadena, CA, with her husband, Saul Teukolsky. ________________________ Have a Question You’d Like Answered on the Podcast? Click here to leave a voice message or email me at joec@retirementwisdom.com _________________________ For More on Kim Gottlieb-Walker  Lenswoman in Love www.Lenswoman.com for an overview of her photographic history www.TheRenaissanceWoman.net www.KimGottliebWalker.com – her author website. — For More on Roselyn Teukolsky A Reluctant Spy The Fourth Woman _________________________ Podcast Conversations You May Like Why Retirement Was Just the Beginning – Neal Lipschutz A Creative Pursuit with an Intergenerational Assist – Neil & Michelle McLaughlin 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 a Writing Community “One of the things I’ve loved best about this recreation of my life is the number of people it’s brought into my life because the writers are a very supportive community. And it keeps your brain alive. There’s so much you have to learn with the learning curve of writing a book that it keeps your brain cells going. It stimulates them. I think there are many people out there who, after having had very active careers that are now retired and are feeling at lost ends. Every person has met interesting people during their lives, has had things happen to them, have had tragedies, have had happiness. Everybody has experiences in them that they might want to communicate. And writing, even though it seems like a very solitary occupation, it gives you a chance to put all of your life experience out into the world and to then connect with other people, other writers, to get the support that you need and to learn all of the different aspects of it. So it’s a very satisfying way to spend your retirement. Oh, well, it’s an amazing group of women. They’re all over 70. They’ve all reinvented themselves as writers. Some were writers beforehand, but most have reinvented themselves. And they cover all different kinds of writing of every genre. There’s self-help, there’s romance, there’s mystery, there’s historical fiction, and they’re all very talented, alert, wonderful women. And we meet every Tuesday on Zoom and commiserate and celebrate and give advice. And it has been the most wonderful support group. So we’re not isolated in retirement. We have interactions with people who have similar goals and similar challenges. It’s a tremendous support group.” – Kim Gottlieb-Walker On Age as an Asset ” It is never too late to reinvent yourself. It’s totally within your reach. You don’t have to depend on anyone else. All you have to do is sit down and let your ideas flow. And I wouldn’t worry about ageism because now that we’re in an age where you can self-publish, it doesn’t matter how old you are. And the fact that we have had such rich lives and so many experiences informs the writing and gives the writing depth and gives it reality because it’s based on our real experiences. No matter what you’re writing, you’re bringing your life experiences into it, which is incredibly valuable. So don’t worry about ageism. Don’t worry about the publisher. Just get it out on paper. Do it yourself.” – Kim Gottlieb-Walker On Starting to Write “A lot of my friends have said to me, Oh, they would love to write a book. They would love to write a book. They’re going to write a book. But the point is, if you don’t sit down every day at the same time, backside in the desk, it doesn’t happen. It just doesn’t. Even if you sit and do nothing. I would ask, what are you going to do in the next 10 years? And I say, I don’t know what I’m going to do. And I say, Well, why not write in the next 10 years?” – Roselyn Teukolsky

Start the new year right with new habits. FREE 3 session program – 3 Fridays in January at Noon Eastern. Sign up here. __________________________ Are you ready to graduate from the grind? Then here’s your most important project: Future You. Learn more. ______________________ You've spent decades building a career, mastering a craft, and maybe even raising a family. But what happens when the ‘work’ stops? Do you stop creating? Or do you finally have the freedom to chase the ideas that used to visit you only in daydreams? Today, we're joined by a father-daughter duo who turned a foggy night's inspiration into a historical fantasy trilogy. Neil McLaughlin, a veteran of commercial real estate, and his daughter Michelle, his editor and collaborator, talk about their journey writing The Witch Hunt series and the first book Torment of the Bloodlines together. We dive into how skills from a 50-year business career can transfer to novel writing, and the surprising health benefits he discovered of the ‘author life. Whether you’re aspiring to write a book or just curious about a new adventure in your second act, this conversation includes a lot of valuable tips on reinventing yourself in retirement. ________________________ Bios Neil McLaughlin has enjoyed storytelling and writing short stories and poetry since childhood. He wrote his first book, The Witch-Hunt, in retirement after a 5 decades long career in commercial real estate. Neil is passionate about sharing his journey which serves as inspiring proof that retirement can be an opportunity to explore passions, share wisdom, and contribute meaningfully to culture and knowledge. Neil and his wife Linda enjoy spending time with their children and grandchildren, travel, wine, murder mysteries, live theatre, books and boating on Lake Ontario. Michelle McLaughlin, with over 20 years of business and corporate experience, brings a wealth of knowledge and strategic insight to every project. She passionately manages the book marketing for her father Neil's writing business. Combining her expertise in marketing and her deep appreciation for literature, she expertly promotes Neil's work, helping to expand its reach and impact. Dedicated to blending professional acumen with family values, she thrives at the intersection of creativity, business, and community connection. ____________________________ For More on Neil and Michelle McLaughlin  The Witch Hunt (website) The Witch-Hunt (Torment of the Bloodlines Book 1) on Amazon ____________________________ Podcast Episodes You May Like Why Retirement Was Just the Beginning – Neal Lipschutz The Art of the Interesting – Lorraine Besser, PhD 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. ___________________________ On the Origin Story “It started late one night about three years ago. I was staring out the window and it was a foggy evening. And I wondered, we’re all asleep at night. And I was wondering, what happens at night? The coyotes are howling and no one is walking about. What really is going on? So I imagined in my own mind a short story evolving… I had something. Maybe four or five pages. And I showed it to Michelle. And she said, Jeez, Dad, it’s kind of an interesting story. Have you ever considered writing it into a novel? And I thought, well, I never gave it any thought. But now that you mention it, it might be a good idea.” – Neil On Intergenerational Collaboration “So this isn’t the first time we had worked together. We did work together professionally in commercial real estate, but this was the first time we had worked together on a creative project, more of a passion project. And what really struck me was how much we both loved writing and creativity. My dad had written things, as I mentioned, I have written things, but we’d never worked on something collaboratively together. So this to me was really surprising because it was so much fun.  And had I known it would be this much fun, I would have suggested something sooner. The work in this case is the fun. And another point in a professional setting, especially in real estate, my dad was the mentor and I was the mentee. Whereas this was new, this is new for both of us. The editing process, the literary world is a new discovery, which is fun equally on both sides. No one is the expert in this case. We’re learning together, which I found was really refreshing.” – Michelle On Transferable Skills “I found the process of writing a novel to be very similar to what I did for a living for about 50 years. Earlier on, as we were getting ready to build something, we would hire an architect, we would hire designers and planners and tradesmen. And I found myself ironically finding the same in script writers and editors and influencers that came to the party as well. And I found that writing a novel and building a building were very, very similar. And one of the characteristics in real estate development is the attitude of patience.” – Neil 

“You are what you repeatedly do.” Start the New Year strong. Join my FREE 3 session Tiny Habits program.  Register here _________________________ What’s your most important project in 2026? Future You. Don’t wing it. Design it. Learn more here. _________________________ What happens when a financial columnist and CFP® professional suddenly becomes her mother’s caregiver? Beth Pinsker discovered that her expertise couldn’t prepare her for the relentless tenacity required to navigate Medicare mazes, fight for proper care, and manage the details of her mother’s financial life. In My Mother’s Money , a comprehensive practical and detailed resource, she shares the street-smart lessons that only come from boots-on-the-ground caregiving experience. In this conversation, you’ll learn: Why financial caregiving requires perseverance to advocate effectively for your loved ones The critical difference between big-picture finances and knowing the granular details that matter How Medicare decisions made at age 65 can create enormous consequences for caregivers years later Why humanizing your loved one to healthcare providers changes the quality of care they recei Why “stuff” is such a complicated issue and how to prepare your own estate realistically _________________________ Bio Beth Pinsker is a financial-planning columnist at MarketWatch and has been a  Certified Financial Planner™ since 2018. She won a SABEW Best in Business award in 2023 for commentary for a series of columns about caring for her mother. She turned those into a book, “My Mother’s Money: A Guide to Financial Caregiving” (Crown Currency, November 2025). Beth was previously the launch Money Editor for Buy Side from WSJ, providing advice and service on anything having to do with how people handle their money. Prior to that, she was a personal finance columnist and editor at Reuters for eight years. She covered all aspects of financial planning and decision-making, such as retirement strategies, selecting employee benefits, and saving money. In 2018, she was part of a team that won a Front Page award for Live Online Video from the Newswomen’s Club of New York. Beth worked at Fidelity during the course of the Covid-19 pandemic, where she was an Editorial Director handling coverage of taxes and wealth strategies. She also was the editor of Walletpop.com, a personal finance website owned by AOL that launched in 2008 in the midst of the Great Recession and focused on frugality, budgeting and finding the best deals. Beth spent the first part of her career as a film critic and entertainment business reporter, writing for many publications, such as Entertainment Weekly, The Dallas Morning News, The Independent Film & Video Monthly, Variety and the New York Times. She had brief stints at “Who Wants to Be a Millionaire” and was an intern for “Late Night with David Letterman.” Beth has a B.A. in English from Harvard University. She is the mother of two humans and one dog and lives in Brooklyn. ______________________ For More on Beth Pinsker My Mother’s Money: A Guide to Financial Caregiving Website MarketWatch columns ______________________ Podcast Conversations You May Like Is Your House in Order? – Adam Zuckerman What Matters Most – Diane Button ______________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com _____________________________ 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 Becoming a Financial Caregiver “I think what really matters when you’re trying to be a financial caregiver is that you pay attention to the details. Some people, most people in fact, never have the conversation with anybody that they’re caring for, their parents, aunt, uncle, whatever. Nobody knows how much money anybody has. Nobody knows what they’re spending their money on. Everybody keeps that information private. But even if you do step into the conversation, like my Mom and I stepped into it a little bit – big picture stuff. Can you afford two houses? No, we’re going to sell one. So you can’t have a summer place anymore kind of thing. When should Dad stop driving? Big picture stuff. But nobody ever gets down to the little stuff that you have to do when you fully take over for somebody. Like when I had to step in and take care of my Mom’s bills, it got down to such nitty gritty like, do you pay your electric bill on an automated schedule? Or how do you pay it otherwise? Do you mail in a check? Like nobody talks about that kind of stuff. But that is absolutely essential when you are a financial caregiver.” On Advocacy “One of the biggest things I did with my Mom and any care setting she was in was try to humanize her for the caregivers. They needed to see her as a person who was functional.  Now, because they all they saw was a little frail old lady who was out of it most of the time, they just assumed she had cognitive decline or dementia and they weren’t trying to get her back to any sort of baseline. And so what I did was primarily showed them like, Oh, isn’t this funny? I saw this video I took two weeks ago on my phone of my Mom playing Scrabble with us. You know my Mom was fine. And then she wasn’t and they just thought that she was always like she was in the hospital. And so to fight for services and fight for what you what you need out of them with an with a person who’s sick and aging is to constantly humanize them so that people in the medical industry want to help them.” On What To Do First “You need to make sure that you have the proper documents to help somebody. We are all legal adults and nobody can help us with certain things unless they have the proper authorization.  That’s a durable power of attorney, a healthcare proxy and some kind of will or trust for after the person dies plus beneficiary designations. You need to secure the person’s phone because so much today is run,  through our phones and if you don’t have the passcode, you’re going to hit a brick wall of no – and the brick wall of no is unmovable. So you need to secure that phone. You need two factor authentication. You need to know what banking apps, and you need to just know what’s in a person’s phone. Those are the two main important things. But the last thing is even more consequential. You need to know what the person wants. Their wishes matter. Having a conversation about what they want and what you’re able to do is absolutely essential both for your mental health, your wellbeing and for how much money you can spend on any particular thing. You just have to know what page everybody’s on.”

Don’t retire. Redesign. Join our small group program beginning in January. Learn more. ___________________________ Will your retirement life look like the glossy images you see in the brochures? Wise up. There’s a real transition that happens when the paychecks stop and you move into your new life. But here’s the thing: it presents an opportunity for rewarding personal growth, or even transformation, that may not be apparent to you at first. Tom Marks spent decades defining himself by his profession and then faced such a transition when he stepped away. Tom shares his journey from being a high-pressure boss to finding his ‘path of happiness.’ We discuss the danger of the ‘hedonic treadmill,’ the specific mistakes to avoid in your transition to retirement, and why at this stage of life, we are all entitled to a ‘satchel of do-overs.’ Tom Marks joins us from Arizona. ________________________ Bio Tom Marks survived 48 years in the advertising business and has lived to write about it. He has won the American Advertising Awards more than sixty-five times for his writing, including TV commercials, print ads, and magazine and newspaper articles. He spent many years on the professional speakers circuit and apparently survived that, too. His thought leadership workshops for Fortune 500 companies, as well as for small and medium-sized businesses, have brought him national acclaim, and his love of the original thought leaders, Socrates, his star-student, Plato, and Plato’s ace student, Aristotle has made Tom a favorite among CEOs across the US who want to learn about corporate ethics and its origins. Tom’s new book is Coming of Age in Retirement: An Advertising Executive’s Story of Revelation and Enlightenment, also a national bestseller. Tom has won the Gold Medal for Best Nonfiction Book from the Nonfiction Writers Association, three International Impact Book Awards, the POTY Award, two Literary Titan Awards, the Reader Views Award, and two American Book Fest Awards. ___________________________ For More on Tom Marks Coming of Age in Retirement: An Advertising Executive’s Story of Revelation and Enlightenment The Peaceful Retiree ____________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz, PhD Make Your Next Years Your Best Years – Harry Agress, MD _____________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com _____________________________ 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 Identity Crisis in Retirement “Who are we after we are once who we were? And so I had to let go of that stuff. I had to let go of working with these people… But I let go of the things I really like to do, which was write and direct TV commercials… But that was probably the hardest thing to let go. And I still find myself, Joe, thinking about that, those days.” On “The Do-Over” “We are entitled to the satchel of do-overs, but we are not entitled to a do-over of a do-over. We can make the mistake and we shouldn’t be hard on ourselves, but we’ve got to move past it.” On Miserable Retirees “I tried to understand why people would be so unhappy and actually miserable in retirement. And it wasn’t that they woke up on the wrong side of the bed. They woke up on the wrong side of life.” On the Danger of Possessions “Most of that stuff are possessions. But, you know, they accumulate and they just become baggage. And there is so much research that tells us that as much as we chase this stuff, it doesn’t define happiness because the goalposts just move further and further away.”

Two New Designing Your Life groups kicking off in January 2026 is coming soon. Is It Time to Design What’s Next?. Learn more and sign up today Early registration discount ends 12/15 “Now I know what I’m retiring to.” _________________________ What if everything you’ve been chasing in your full-time working years—the promotion, the bigger paycheck—hasn’t been leading you toward the life you really want? Today’s guest, Jon Rosemberg, knows this tension firsthand. After 25 years of climbing the corporate ladder and finally “making it”, he found himself in a heated Zoom call, heart racing, feeling trapped—until a moment with his kids playing Legos changed everything. Within two weeks, he left his job, went back to school, and wrote A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning, a roadmap for moving from survival mode to genuine fulfillment. In this conversation, Jon reveals the crucial difference between success and thriving, why thriving is both a choice and a skill set, why discomfort is essential for growth, and how the beliefs we carry shape every choice we make—especially as we approach retirement. If you feel stuck on the hamster wheel or are wondering what comes next, this episode offers a fresh lens on what it means to truly thrive. Are you in Survival Mode? Take Jon’s quiz Jon Rosemberg joins us from Toronto. ___________________________ Bio Jon Rosemberg empowers leaders and organizations to shift from survival mode into thriving. With 20+ years of expertise in leadership development, coaching, organizational transformation, and workplace culture, Jon combines real-world business insight with cutting-edge research to help people reclaim their agency and find meaning. Jon has successfully led high-impact initiatives at Walmart, Procter & Gamble, Indigo, and GoBolt. He holds an MBA from Cornell University, a Master of Applied Positive Psychology from the University of Pennsylvania, and advanced certifications in leadership, coaching, and complex negotiations. As CEO of Strongpoint Group and co-founder of Anther, Jon guides individuals through powerful personal transformation with clarity and confidence. Originally from Caracas, Venezuela, Jon's journey to thriving has taken him from New York and Montreal to Toronto, where he lives with his wife, Adriana, and their two sons. _____________________________ For More on Jon Rosemberg A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning Website LinkedIn ______________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com ______________________________ Podcast Episodes You May Like The New Happy – Stephanie Harrison Living Like You Mean It – Jodi Wellman Everyday Vitality – Dr. Samantha Boardman ________________________________ 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 Surviving versus Thriving “You feel like you’re putting out fires, like you’re just moving from one thing to the next. And it’s very hard to see a lot of options. So that’s a really good way to define survival mode.  Now let’s try and define what thriving is not. And I think what thriving is not is success. And we’ve often confused thriving with success. I would say success is often measured by money, status, and power. These are three things that we’re all very familiar with, especially because we live in a system that it’s meant to help us be successful. I’m sure many of your listeners experience most of their lives trying to accomplish these extrinsic motivators that are the success motivators, money, power, and status. Thriving on the other hand is a little bit different. Thriving is about agency, meaning, and connection. And when I mean connection, I mean human connection, connecting with other people. Those are kind of like the three big intrinsic motivators of thriving.” On Agency “Agency is a skill. It’s not an innate thing that we’re born with. It’s something that we develop. It’s like going to the gym, like doing strength training to get more muscles. Agency is also a developed skill. And as I went deep into the research, I found three things that kept coming up and I synthesized them in an acronym, which is AIR, A-I-R, which stands for Awareness, Inquiry, and Reframing.” On Negativity – and Hope “We find ourselves today, because we’re surrounded by so much negative information and constantly bombarded by negative information, we tend to our negativity bias, which is this kind of survival mechanism. And by the way, every second we’re exposed to about 10 million, between 10 million and a hundred million stimuli. Every second we’re exposed, and only about 10 to 50 of those make it into our conscious awareness. And of those 10 to 50, not 10 or 10 to 50,000, just 10 to 50 of those bits of information actually make it into our conscious awareness. And of those, the ratio is about, by some estimates, nine to one of negative to positive. So what I’m suggesting with this idea of positive prospection is hope, really. It’s this idea that if we can be hopeful about the future, then we can create that future. If we give up and there’s no hope, then it’s very difficult. If we’re in that hopeless state, which is very much correlated to survival mode, then it’s much harder to do that.”

Two New Designing Your Life groups kicking off in January Retirement by Design: Create a meaningful roadmap for what's next. Early registration discount ends 12/15 Limited to 10 spots per group Learn more and sign up today  __________________________ Should you hire a Financial Advisor or do-it-yourself ? Glenn Frank rejoins us with some food for thought. __________________________ Just Asking for a Friend… Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _____________________ Bio Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.   Professor Glenn Frank is a partner at https://www.frankandflanagan.com . Glenn's college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He has been interviewed by the Wall Street Journal, Reader's Digest, Financial Planning, The Boston Globe,  and various other media outlets. _________________________ For More on Glenn Frank Current monthly workshops: “DIY or Advisor”, “How to Build a Lifetime Portfolio” and “Finding a Balance between Time, Money and Joy”. Links can be found at Time, Money and Joy.com (no registration required, extensive slides and resources provided). _________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Purpose Code – Dr. Jordan Grumet The Good Life – Marc Schulz, PhD ________________________ 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. _________________________ 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. ________________________

Two New Designing Your Life groups kicking off in January Your Future, Designed: Turn curiosity into action with design thinking.  Early registration discount ends 12/15 Learn more and sign up today   Limited to 10 spots per group ________________________ What does it mean to age with agility? Dr. Michelle Pannor Silver, University of Toronto professor and author of Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age , rejoins us and shares what she discovered after studying everyone from retired Olympians to octogenarians in their best shape ever. Her core messages may flip your assumptions about aging, exercise, and body image. You'll hear how elite athletes taught her about the power—and pitfalls—of lifelong discipline; why negative role models can be surprisingly motivating; and how small, practical habits like brushing your teeth with your non-dominant hand can strengthen both your body and your brain. If you want to thrive as you age, her insights will inform and inspire you. Michelle Pannor Silver joins us from Toronto. ________________________ Bio Michelle Pannor Silver is a Professor at the University of Toronto and author of numerous studies on aging. Her first book, Retirement and Its Discontents, draws from in-depth interviews she conducted with people whose departure from their life's work meant losing a core and fundamental component of their personal identity. Her second book, Aging with Agility examines how our perceptions of aging shape the way we take care of our bodies. Her work calls attention to ageism and societal loss while highlighting the personal struggles that can be arise when there is a mismatch between personal identity and social expectations about age. Michelle received her PhD from the University of Chicago and completed undergraduate degrees at the University of California Berkeley. ________________________ For More on Michelle Pannor Silver Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age Website __________________ Michelle Pannor Silver's Previous Visits If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver The Retirement Roundtable III __________________ Podcast Conversations You May Like The Stress Paradox – Sharon Bergquist, MD The Benefits of a New Challenge – Joe Simonetta The Joy of Movement – Kelly McGonigal _________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _______________________ 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),

I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com --- What really makes for a successful retirement? Financial readiness is only part of the story. After decades in the financial planning world, Joseph Maugeri, a CFP professional and former executive at the CFP Board,  knew what to expect. But when he stepped into retirement himself, he was surprised by  the mental and emotional transition to retirement. In this episode, Joseph shares the lessons he's learned firsthand—what surprised him, what helped him adjust, and the SHELF framework he built to stay balanced and purposeful in retirement. If you're planning your own transition or supporting someone who is, Joseph's insights will help you navigate it with more confidence, patience, and optimism. Joseph Maugeri joins us from Pennsylvania. ___________________________ Bio Joseph V. Maugeri, CFP®  joined the CFP Board in 2011. Prior to his retirement, he was the Managing Director, Corporate Relations, focused on continuing to strengthen and enhance the organization's connections within the financial services industry. His responsibilities include the growth of CFP® professionals among all channels, marketing initiatives, product development and membership on the Executive Leadership Team. Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business. __________________________ Two New Designing Your Life groups kicking off in January Early registration discount ends 12/15 Learn more and sign up today  Limited to 10 spots per group __________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin Retiring: Creating a Life That Works for You – Teresa Amabile The Balancing Act in Retirement – Stew Friedman ___________________________ Mentioned in This Episode Let's Make a Plan - Find Your CFP®  Professional ___________________________ 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.

What if your brain's health in retirement depended as much on who you see as on what you eat or how you move? Neuroscientist Dr. Ben Rein, author of  the new book Why Brains Need Friends: The Neuroscience of Social Connection, joins us to reveal how social connection shapes your brain. He explains why isolation is as toxic as chronic stress, how friendship fuels brain resilience, and why your dog might be one of your best wellness allies. In this e, ye-opening conversation, you'll learn how staying socially engaged literally protects your brain from decline, the science behind “nature's medicine” — oxytocin — and practical ways to rewire your social habits for longevity, joy, and emotional well-being. If you've ever wondered why friendships matter more than ever in retirement, this episode will change the way you think about your brain — and your calendar. You'll learn: Why social interaction is a fundamental pillar of brain health, as critical as sleep and nutrition - and what happens when we don't get enough of it The invisible pattern of retirement isolation: how time spent alone steadily increases while connections with coworkers, friends, and family decline simultaneously Why text-based communication doesn't satisfy your brain's need for connection (and what to do instead to restore the social cues your brain craves) The surprising neuroscience behind why dogs are so good for us—and how they activate the same brain reward systems as human connection Two scientifically-proven exercises you can start today to train your empathy and strengthen the brain regions associated with compassion and social connection Ben Rein joins us from Buffalo, New York. ____________________________ Bio Ben Rein, PhD, is an award-winning neuroscientist, chief science officer of the Mind Science Foundation, adjunct lecturer at Stanford University, clinical assistant professor at SUNY Buffalo, and a renowned science educator. Dr. Rein's research focuses on the neuroscience of social interactions, and outside of the lab he teaches neuroscience to an audience of more than one million social media followers. Dr. Rein and his research have been featured on major media outlets including Entertainment Tonight and Good Morning America, and he has received awards from the National Academies of Sciences, Engineering, and Medicine; the Society for Neuroscience; and elsewhere. _____________________________ For More on Ben Rein Why Brains Need Friends: The Neuroscience of Social Connection Website You Tube Channel ______________________________ Mentioned in this Podcast Loving Kindness Meditation Affect Dyad excercise ______________________________ Podcast Conversations You May Like Our New Social Life – Natalie Kerr & Jaime Kurtz The Laws of Connection – David Robson 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 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 ...

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 Uni...

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 __________________________ 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 ...

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),

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 The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta The Power of Reinvention – Joanne Lipman _______________________ 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

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. ____________________________

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,

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 ...

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 he 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,

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 shares 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),...

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 " Be there for them." - Ted Page On Connection "Having a relationship with a grandparent is not a ...

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 c...

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.

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.

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.

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.

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 Harrison 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?