The Retirement Wisdom Podcast

Marc Cooper thinks you have an important choice to make.  Will you become a wise elder or just someone who's getting older? Marc Cooper joins us from Portland, Oregon. ___________________ Bio Dr. Marc Cooper is a former healthcare consultant, for almost 30 years - at the practice, corporate and organizational levels. Prior to his consulting career, Dr. Cooper was an academician, basic science researcher and practicing periodontist. He felt a shift later in life, leading him to create and lead an organization called the Contemporary Elder Institute. This is a movement to raise awareness around the transformation we all experience as we age - turning knowledge into wisdom - and how it impacts the remainder of our life experience.  On the road to becoming an elder, there are no clear road signs, no GPS to guide the way, and no reliable maps to follow. Navigating this path demands acquiring and cultivating higher wisdom—insights that transcend mere knowledge and shallow appearances. Marc explores a transformative approach to aging in his book Older to Elder: The Thinking and Being of a Contemporary Elder. He rejects our culture's predetermined and often detrimental path to late age. Marc champions a new path: a path of strength, contribution, and deep self-worth, the path of a contemporary elder. _________________________ For More on Marc Cooper Older to Elder: The Thinking and Being of a Contemporary Elder The Contemporary Elder Institute _________________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey The Pursuit of Wisdom – Ben Lytle The Measure of Our Age – MT Connolly ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _________________________ Wise Quotes On Olders and Elders "Older is objective and elder is subjective. Older is defined by the culture. This is what happens when you get old. These are the problems that occur....So there's a certain element of conventional knowledge that people can expand their lives through their health span, their lifespan... That's distinct from a cultural viewpoint... You would observe it in their language, and you would observe it in their listening. So another is a listener, and another knows certain principles that are practiced that older does not, and one would be that listening is more powerful than speaking, that you listen in a way that allows for the other person to have safety....

You're more than your job. Much more. But it takes some time to transition once you retire. It can be especially challenging if you were forced to retire. Laverne McKinnon knows what it's like to process job loss and what it takes to move forward. Laverne  McKinnon joins us from Los Angeles. _______________________ Bio Laverne McKinnon's journey reflects a sincere commitment to helping individuals and organizations rediscover their capacity for impact and creativity. She balances multiple hats, integrating her experience and expertise as both a Career Coach and Grief Recovery Specialist with her extensive background as a Film & Television Producer. With an understanding that unaddressed setbacks and grief can erode resilience, Laverne specializes in guiding people and companies to reconnect with their core strengths and aspirations. Her approach is grounded in the belief that clarity of values and purpose lies at the heart of fulfillment and meaningful impact. As an adjunct professor at Northwestern University's MS Leadership for Creative Enterprises program, Laverne's highly regarded course on Persuasion & Pitching stands out for its experiential nature, pushing students to engage actively and think on their feet. She imparts the philosophy that pitching is not a contest to be won, but a connection to be made, emphasizing that people invest in individuals before ideas. This philosophy stems from her background as a television programming executive. A significant portion of Laverne's career was spent on the corporate side, notably as Senior Vice-President of Drama Development at CBS and Executive Vice-President at EPIX. Her involvement in the CSI and CRIMINAL MINDS series highlights her ability to identify and develop highly commercial and financially lucrative franchises. As the inaugural programming chief for EPIX, she earned the platform its first Emmy nominations. Her tenure as Head of Television at Charlize Theron's production company, Denver & Delilah, further showcased her ability to bring projects to life including three direct-to-series orders. As the Executive Producer of the Netflix series GIRLBOSS and co-founder of K&L Productions with filmmaker Kay Cannon, Laverne's passion for championing marginalized and underserved stories and communities is informed by her Japanese heritage and growing up in a lower-income household. Laverne's academic foundation, encompassing a BS in Radio-TV-Film from Northwestern University and an MBA from Pepperdine, underscores her commitment to being a lifelong learner. Along with certifications as a coach and grief recovery specialist, she's also a practitioner of cognitive behavioral therapy and neuro-linguistics. ________________________ For More on Laverne McKinnon Moonshot Mentor ________________________ Podcast Conversations You May Like Working Identity – Herminia Ibarra The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.

Retirement is what you make of it. Do you have a second-act story as an entrepreneur in you?  Connie Inukai, author of  Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story, shares her experience in her second act as an inventor and "Grandmapreneur." Connie Inukai joins us from Maryland. _______________________ Bio As a serial “Grandmapreneur®”, Connie Inukai speaks to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. Retired from teaching Technical Writing at the University of Maryland and Johns Hopkins University for four decades, Connie Inukai became an award-winning inventor at the age of 68.  Featured in Entrepreneur magazine, “6 Reasons to Pursue Entrepreneurship in Retirement,” Connie encourages Baby Boomers to have an active retirement through business or social entrepreneurship. She is the creator of Write Your Selfie®, where she inspires people to write their life stories in a fun and easy-to-read format so grandchildren and future generations will enjoy turning the pages to learn about their ancestry and life lessons. She is passionate about working with dementia sufferers and their families to preserve the memoirs of this “invisible” population. _______________________ For More on Connie Inukai Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story Website -  Grandmapreneur: Inspiring Invention, Ideas, and Impact  _______________________ Mentioned in this Podcast Conversation SCORE Mentoring Program _______________________ Podcast Conversations You May Like The Heart of Grandfatherhood – Ted Page Is Semi-Retirement the Best of Both Worlds? – Liz Weston Unretired – Mark S. Walton ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ________________________ Wise Quotes On Being a Second Act Entrepreneur "SCORE is very helpful because when I started, when I retired, I was 68 years old and then I was fumbling around with my invention. I knew nothing about anything, but I did learn how to invent a product and I went to SCORE because I had no idea what to do and they're very good with newbies and I think they didn't expect a newbie to be my age, but I think I'm older than my SCORE mentor, but he was wonderful and the first thing he did was he told me to write a business plan.

Is stress bad for you? Yes, but so is too little stress. Sharon Bergquist, MD, author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier, shares her research on how good stress, in the right amount and at the right time, can enhance your well-being and longevity. Dr. Sharon Bergquist joins us from Atlanta. _________________________ Bio Sharon Horesh Bergquist, MD, is the author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier. She is an award-winning physician, innovative healthcare leader, and visionary researcher renowned for spearheading a science-based approach to applying lifestyle as medicine. She has helped lead numerous clinical trials, including the Emory Healthy Aging Study and the NIH-funded Emory Healthy Brain Study. Dr. Bergquist is widely published in peer-reviewed journals and has contributed to over 200 news segments, including Good Morning America, CNN, ABC News, The Wall Street Journal, and NPR. She hosts The Whole Health Cure podcast and her popular Ted-Ed video on how stress affects the body has been viewed over six million times. She received her degrees from Yale College and Harvard Medical School. _________________________ For More on Sharon Bergquist, MD The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier Website _________________________ Podcast Conversations You May Like Tiny Experiments – Anne-Laure Le Cunff Shift – Ethan Kross From Cravings to Control – Revamp Your Habits – Dr. Jud Brewer ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn __________________________ On Good Stress and Bad Stress "You can tell a lot about the difference between good stress and bad stress by looking at studies on retirement because there's such a discrepancy between the studies, some showing that some people live longer and live better when they retire and some people actually do better if they work past retirement age. And when you look at the difference, it really comes down to the nature of their job. If people are working in jobs that are joyful, purposeful, very reward driven, they tend to do better working past retirement age. And people who feel chronically stressed, overwhelmed by their work, there's no joy, low reward, they tend to do better to retire. And that begins to tell you a lot about good stress and bad stress." On Stress "So essentially,

Ted Page, founder of the blog Good Grampa, has a new book Good Grandpa: Stories from the Heart of Grandfatherhood coming out on Grandparent's Day. We catch up on what he's learned from others about grandfatherhood today and his own experiences as a grandfather. Ted Page rejoins us from Vermont. _____________________ Bio Ted Page is a storyteller and performer. His nonfiction stories have appeared in Boston Magazine and the Boston Globe Magazine, and his comedy screen credits include work with John Cleese and Florence Henderson. His blog for grandfathers -GoodGrandpa.com—has been featured in The New York Times. Ted's book of true family stories, The Willoughby Chronicles, was published in 2017. Ted is a founding partner of Captains of Industry, a leading boutique marketing consultancy, and a graduate of the University of Massachusetts, Amherst. He lives in New England and has a bunch of grandchildren. ___________________________ For More on Ted Page Pre-order Good Grandpa: Stories from the Heart of Grandfatherhood Blog: GoodGrandpa.com - Nurturing the Next Generation __________________________ Missed Ted Page's first visit? Listen here __________________________ Podcast Conversations You May Like The Long Distance Grandparent – Kerry Byrne PhD The Mindful Grandparent – Dr. Shirley Showalter TALK: The Science of Conversation – Alison Wood Brooks __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ________________________ Wise Quotes On the Evolution of Grandfathers "That story begins about 30,000 years ago, and it was when early Paleolithic humans were on the rise, and scientists believe that a shift started to take place where the very earliest grandparents started peering on the scene. Now these were grandparents in their over the late 20s, but life at the time has been described as, you know, brutish and short. People just didn't live very long. And all of a sudden, there was the grandparents gradually appearing on the scene. And they were able to teach, for example, you know, how do you plant seeds? So to have the better chance of a successful crop. As one example, I'm sure there was all kinds of things like hunting and so forth. And they were the first ones who were being there for their grandkids and instilling the wisdom required to help lead a successful life. So that was the genesis of this. And this is all that was from an article in Scientific ...

Use retirement as a catalyst to detach from unhealthy attachments that may be holding you back from living life the way you really want to. Life is shaped by our attachments. Things like security, pleasure, and validation are healthy, but they can be overdone and become a drag on our well-being. Dr. Bob Rosen's new book Detach: Ditch Your Baggage to Live a More Fulfilling Life offers antidotes to 10 unhealthy attachments that can weigh people down. Dr. Bob Rosen joins us from Virginia. __________________ Bio Dr. Bob Rosen is the author of the new book Detach: Ditch Your Baggage to Live a More Fulfilling Life. Bob is a world-renowned thought leader on healthy people and healthy organizations. As a psychologist, New York Times best-selling author, researcher, and preeminent business advisor, his work in personal and organizational change is recognized worldwide. In 1988, he founded Healthy Companies and has interviewed or advised more than 600 CEOs of world-class companies. Over the years, Dr. Rosen has written eight books helping others to learn and grow. Bob is a frequent media commentator who has been quoted in the New York Times, Wall Street Journal, Fortune, Bloomberg Businessweek, the Financial Times, Time, Chief Executive Magazine, and more. Bob's books also include  the New York Times Bestseller Grounded®, and the Washington Post best-seller Conscious, Just Enough Anxiety, Global Literacies, and the Catalyst, The Healthy Company, and Leading People,  He is also in demand as a global keynote speaker with a special focus on the psychology of self-improvement. Bob graduated from the University of Virginia. He subsequently earned a PhD in clinical psychology at the University of Pittsburgh. Bob teaches in executive education programs, and has been a longtime faculty member in the Department of Psychiatry and Behavioral Sciences at George Washington University's School of Medicine. ____________________________ For More on Dr. Bob Rosen Detach: Ditch Your Baggage to Live a More Fulfilling Life Website Assessment on Attachments - email joec@retirementwisdom.com for a link to the assessment _______________________ Podcast Conversations You May Like Shift – Ethan Kross Edit Your Life – Elisabeth Sharp McKetta The Self-Healing Mind – Gregory Scott Brown, M.D. _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ________________________ Wise Quotes On Anxiety

What retirement regrets lie ahead? You can learn a lot from other people's experiences and avoid some retirement regrets that have derailed others. Our guest, Noah Sheidlower of Business Insider, joins us to discuss what he learned from a recent series on retirement regrets he and his colleagues reported. Noah Sheidlower joins us from New York. ______________________ Bio Noah Sheidlower is an economy reporter with Business Insider. He joined in June 2023 and covers retirement, immigration, and employment trends. Noah led a 17-story retirement series on regrets older Americans have about their lives and worked on a video about what six older Americans would tell their younger selves. He led an eight-month story about how eight families benefited from basic income initiatives. He has also reported extensively on how Americans have navigated unemployment, what compels Americans to move, and how mass deportations could impact the economy. He has appeared on SiriusXM Business Radio and CBS News to discuss his reporting. Before joining Business Insider, Noah received his Bachelor's in Sociology and English from Columbia University. Noah has covered the restaurant industry, transportation, retail, and markets for CNBC, NBC News, CNN, and The Atlanta Journal-Constitution. ____________________ Podcast Conversations You May Like The Good Life – Marc Schulz Retiring: Creating a Life That Works for You – Teresa Amabile The New Happy – Stephanie Harrison _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ______________________ Wise Quotes On Meaning & Purpose "...we heard from a lot of people who kept mentioning meaning and purpose. This is something that we have heard many, many times from people saying, even though I retired, even though I stopped my 9 to 5 job, I still have found purpose, whether it was volunteering, whether it was going back to work part time, whether it was finding some kind of project in the home. We heard from a lot of people who said that they have worked on interior decorating projects or have built homes completely anew. And then we heard from a lot of people who said that focusing on health was a big one. You don't even want to know how many 80 and 90 year olds I talked to who said I go to the gym every day. They make the trek to go to the gym, run a mile around the track every day. So definitely there were plenty of silver linings."

This podcast covers the non-financial aspects of planning for retirement. But make no mistake - you have to get your money right. Lane Martinsen is the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning, which describes his approach of holistic retirement planning. Lane Martinsen joins us from Arizona. ______________________ Bio Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative, and a Retirement Income Certified Professional (RICP®). Lane is the Principal of Martinsen Wealth Management, LLC located in Tempe, Arizona. Lane is an Ed Slott Elite IRA Advisor and a member of the National Ethics Association (NEA). Lane has a diverse background within the financial services industry that first started in 1988. In addition to serving his own clients, Lane has trained and mentored hundreds of other financial advisors from all parts of the country. Lane id the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning and of the Amazon bestselling book  The Holistic Retirement Planning Revolution. He's also the host of the popular educational YouTube channel The Financial Fast Lane. Lane and his wife Tara met in college and recently celebrated their 31st anniversary. They have 5 children and 6 grandchildren. In 2010 (before any grandchildren were born) they fulfilled a dream to live with their kids in a foreign country. Lane and his family lived near the beach at Playa Conchal in beautiful Costa Rica for one year 2010-2011. During this time they formed many treasured memories and were able to provide humanitarian services to the local Tico people that they grew to love deeply. ________________________ For More on Lane Martinsen 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning The Financial Fast Lane You Tube Channel Martinsen Wealth Management _____________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile How to Retire - Christine Benz The Key Decisions for Retirement Success – Wade Pfau _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _____________________ Wise Quotes On Holistic Retirement Planning "Holistic planning is not traditional. Most Financial Planning is kind of transactional in nature and it's specific to a certain transaction or a certain goal.

Retirement is a big transition. And for some, there's another to navigate: becoming an empty nester. Dr. Rachel Glik, author of A Soulful Marriage: Healing Your Relationship With Responsibility, Growth, Priority, and Purpose, sees it as an opportunity to reset, recalibrate and strengthen a marriage. Dr. Rachel Glik joins us from St. Louis. ______________________ Bio Dr. Rachel Glik is the author of A Soulful Marriage: Healing Your Relationship With Responsibility, Growth, Priority, and Purpose. She is a licensed professional counselor with a doctorate in counseling and a Masters in Industrial/Organizational Psychology. Known for her compassionate yet challenging approach, she has counseled individuals, couples and families in private practice for over 30 years. Dr. Glik gets to the heart of what we deal with every day... and that is our relationship with ourselves and with each other. She passionately strives to empower her clients to connect to their truest self, which forms the foundation for the niche she has carved in strengthening relationships. ______________________ For More On Dr. Rachel Glik A Soulful Marriage: Healing Your Relationship With Responsibility, Growth, Priority, and Purpose Website _____________________ Podcast Conversations You May Like The Go-Giver Marriage – Ana Gabriel Mann Shift – Ethan Kross Live Life in Crescendo – Cynthia Covey Haller _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _________________________ Wise Quotes On Friction "When they get scared because their conflict or emptiness or disconnection has reached such a level and they they everything they've tried just keeps them stuck. And so the friction, one of the first things I tell couples which you just said something like Oh, we have conflict is that it's actually a good sign. It's not a bad sign. It depends on how you handle the friction and the conflict but we're the premise is that we're here to grow and that's what keeps the true spark is an element of being invested in your partner's growth and true care and respect for them as a human being. You aren't just trying to get your needs met but you really care about their betterment, and your own betterment, and your closeness betterment." On Wisdom "It's not this is tearing us apart. It's bringing us together. This is a big opportunity and it strikes me that well I know for a fact that we are looking for wisdom th...

You're working on your physical fitness, but how about your emotional fitness? Dr. Ethan Kross visits with us to discuss his new book Shift: Managing Your Emotions -- So They Don't Manage You.  Ethan Kross joins us from Michigan. _______________________ Bio Ethan Kross, PhD, is one of the world's leading experts on emotion regulation. An award-­winning professor in the University of Michigan's top-­ranked Department of Psychology and its Ross School of Business, he is the director of the Emotion & Self Control Laboratory. Ethan has participated in policy discussions at the White House, spoken at TED and SXSW, and consulted with some of the world's top executives and organizations. He has been interviewed on CBS Evening News, Good Morning America, Anderson Cooper Full Circle, and NPR's Morning Edition. His pioneering research has been featured in The New York Times, The New Yorker, The Wall Street Journal, USA Today, The New England Journal of Medicine, and Science. He completed his BA at the University of Pennsylvania and his PhD at Columbia University. ______________________ For More on Ethan Kross Shift: Managing Your Emotions--So They Don't Manage You Website ______________________ Podcast Conversations You May Like Thinking Better to Live Better – Dr. Woo-kyoung Ahn Self-Compassion – Dr. Kristin Neff The Mindful Body – Ellen Langer Happier Hour – Cassie Holmes, PhD ________________________ Mentioned in This Podcast Episode Chatter & Your Inner Voice – Ethan Kross WOOP - Gabriele Oettingen Implementation Intentions - Peter Gollwitzer _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _________________________ Wise Quotes On Emotions "Emotions are responses to things that happen in the world or in our minds that we judge to be meaningful. And when we perceive meaningful things, it activates a loosely coordinated response within our minds and our bodies that is designed to help us manage the situations we find ourselves in. So just to make that concrete, if my view of what is right versus wrong is violated, and there's an opportunity for me to fix a situation, I'm going to experience anger. Anger is an emotion that motivates me to approach, get in there and try to fix the situation. If there's a threat on the horizon that is important to me, I'm going to experience some anxiety. I'm going to have a fight or flight response that's going to motivate me to zo...

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

In today's complex, fast-paced world, what can we learn from philosophers? John Kaag thinks we can learn a lot. He's created an audiobook Spring Training (for the Rest of Your Life), discussing his ideas highlighting Thoreau, Emerson and William James. He's also the co-founder of Rebind, an AI company transforming classic literature into interactive, guided experiences. Rebind pairs books with original interactive commentary from some of today's greatest thinkers who serve as expert guides,  featuring conversations, personal anecdotes, historical context, and reflections. Rebind was named to Fast Company's prestigious list of the World's Most Innovative Companies of 2025 and was a TIME Magazine "Best Invention of 2024." John Kaag joins us from Massachusetts. __________________ Bio John Kaag is a distinguished philosopher and author, widely recognized for his deep knowledge of Henry David Thoreau's classic Walden. He has authored several books, including American Philosophy: A Love Story and Hiking with Nietzsche, both of which were New York Times and NPR Best Books of the Year. In 2023, he published Henry at Work, a thorough examination of Thoreau's philosophy as it relates to post-pandemic work habits. Kaag has contributed to The New York Times, The Wall Street Journal, and Harper's Magazine, bringing timeless philosophical insights to a wider audience. ________________________ For More on John Kaag Spring Training (for the Rest of Your Life)  Rebind Try Rebind - Discount offer _________________________ Podcast Episodes You May Like Living for Pleasure – Emily Austin, PhD The Art of the Interesting – Lorraine Besser, PhD An Artful Life – John P. Weiss _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _________________________ Wise Quotes On Philosophers - and AI "I think it's interesting. I think that when it comes to the perennial questions of philosophy, like why am I here? What is the good life? Why is life worth living? These questions typically are answered in very personal settings, between friends, between family members, between, I teach at UMass Lowell, so my classes are relatively small within a classroom setting. But I think what's interesting is that when like lots of readers and lots of thinkers don't have the chance to interact with others in a sort of active way. My mother was one of these individuals. She retired when she was 68,

Ed Hajim shares his remarkable journey from a tumultuous childhood—moving through foster homes and orphanages after being kidnapped by his father—to becoming a successful businessman and philanthropist. Hajim explains how his experiences became advantages later in life, teaching him adaptability, resilience, and self-confidence that fueled his success at the University of Rochester and beyond. Now dedicated to giving back, he focuses on helping young people through scholarships and education initiatives, guided by his philosophy that "anything is possible, education is the solution to everything, and never be a victim." Hajim offers powerful insights on finding purpose in later life stages through volunteerism, mentorship, and philanthropy, emphasizing the profound satisfaction that comes from helping others succeed. _______________________ Bio Ed Hajim, the son of a Syrian immigrant, is a seasoned Wall Street executive with more than 50 years of investment experience. He has held senior management positions with the Capital Group, E.F. Hutton, and Lehman Brothers before becoming chairman and CEO of Furman Selz. Hajim has been the co-chairman of ING Barings, Americas Region; chairman and CEO of ING Aeltus Group and ING Furman Selz Asset Management; chairman and CEO of MLH Capital; and chairman of High Vista, a Boston-based money management company. In 2008, after 20 years as a trustee of the University of Rochester, Hajim began an eight-year tenure as chairman of the university's board. Upon assuming that office he gave the school $30 million—the largest single donation in its history—to support scholarships and endow the Edmund A. Hajim School of Engineering and Applied Sciences. Through the Hajim Family Foundation, he has made generous donations to organizations that promote education, health care, arts, culture, and conservation. ______________________ For More on Ed Hajim Island of the Four Ps: A Modern Fable About Preparing for Your Future Website On the Road Less Traveled: An Unlikely Journey from the Orphanage to the Boardroom ______________________ Podcast Conversations You May Like Live Life in Crescendo – Cynthia Covey Haller How to Live a Values Based Life – Harry Kraemer ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn __________________________ Wise Quotes On Reviewing Your Interests "Go back and look at your passions. If you left some passions behind,

Will your next phase be your time? If you're a people-pleaser, or know someone who is, you'll want to hear from Hailey Magee, author of Stop People Pleasing and Find Your Power. It's time to set better boundaries, advocate for your needs and priorities and start living the life you've imagined. Hailey Magee joins us from Seattle. ______________________ Bio Hailey Magee is a certified coach who helps people around the world break the people-pleasing pattern and master the art of self-advocacy. Holding a credential from the International Coaching Federation and certified by Erickson Coaching International, Hailey has worked with over 500 private clients, helping recovering people-pleasers rediscover not only their power and agency, but their pleasure, joy, and sense of wonder. Her debut book, Stop People Pleasing and Find Your Power, was released by Simon & Schuster in 2024. Hailey's refreshingly nuanced perspectives on boundary-setting and self-advocacy have captured the attention of millions on social media. Her work has been featured in The New York Times, The Gottman Institute, Business Insider, and Newsweek, and she has facilitated workshops in partnership with WeWork, Women In Music, and a variety of other companies and organizations. Hailey is dedicated to offering her clients clear, research-supported strategies for change. She resides in Seattle, WA. ______________________ For More on Hailey Magee Stop People Pleasing and Find Your Power Website ______________________ Podcast Episodes You May Like The Power of Saying No – Vanessa Patrick, PhD The Joy of Saying No – Natalie Lue Edit Your Life – Elisabeth Sharp McKetta _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _______________________ Wise Quotes On People Pleasing "It's really just the act of putting other people first at our own detriment, chronically. So unlike regular generosity, which can feel really great and benefit our relationships, people pleasing tends to be a chronic pattern of behavior that really negatively affects us over time. And the costs are high. First of all, because we're always centering other people and putting them first, we become really disconnected from ourselves. So we struggle to access our own dreams, our own desires, our own needs, and that can lead to life feeling kind of hollow and one dimensional. On top of that, our emotional health can suffer because we're often over committe...

We spend a lot of time each day in conversation. What if you could get better at it? Alison Wood Brooks, author of the new book, Talk: The Science of Conversation and the Art of Being Ourselves, shares her research and tips on how to master conversation, become a better listener, navigate difficult discussions - and what makes an effective apology. Alison Wood Brooks joins us from Massachusetts. ________________________ Bio Dr. Alison Wood Brooks is the O'Brien Associate Professor of Business Administration and Hellman Faculty Fellow at the Harvard Business School, where she created and teaches a course called TALK. As a behavioral scientist, she is a leading expert on the science of conversation. Her award-winning research has been published in top academic journals and is regularly cited in media outlets such as The New York Times, The Wall Street Journal, Harvard Business Review, and NPR. Her research was referenced in two of the top ten most-viewed TED talks of all time and depicted in Pixar's Inside Out 2. In 2021, she was named a Best 40 Under 40 Business School Professor by Poets & Quants. "TALK: The Science of Conversation and the Art of Being Ourselves" is her first book. _________________________ For More on Alison Woods Brooks Read Talk: The Science of Conversation and the Art of Being Ourselves Website __________________________ Podcast Episodes You May Like Our New Social Life – Natalie Kerr & Jaime Kurtz Retiring: Creating a Life That Works for You – Teresa Amabile Big Goals – Caroline Adams Miller The Ritual Effect – Michael Norton _________________________ What Will Your Next Story Be? Stay in the Loop with once a month updates on featured conversations and noteworthy articles. Wisdom Notes keeps ideas coming your way once a month to help you create it. _________________________ Best Books for Retirement _________________________ Wise Quotes On Boomerasking "Asking questions is magical. It's why there's a whole part of the acronym is about asking. But Boomerasking, which is named after the outgoing and incoming returning arc of a boomerang, is sort of a boundary condition on the power of question asking, because it's like this. It would be like, I say to you, Joe, have you ever been to Nepal? And you say no, and I'm like, let me tell you about the time I went to Nepal. It's almost like you're thinly veiling your egocentrism and sort of self-centeredness, your desire to disclose about yourself. You're kind of masking it with this insincere question. And you hear it all the time. And what we find in our research is that when I say, have you ever been to Nepal, first of all, that question is so specific, you're already on high alert. You're like, oh, God, here comes a story about Nepal. But even if I were to ask you, like, how was your weekend, and then I let you answer, and even if you were excited to answer that, and then I bring it right back to myself immediately without following up on your answer, it makes you feel like I wasn't interested to begin with. And that's a really bad feeling. In the end, conversation needs to be sort of ping pongy back and forth, where both people are sharing about themselves, but also feeling affirmed and validated and listened to as we're playing this ping pong game. And so if you bring it right back to yourself in boomerask, it undermines the healthy ping ponginess of a conversation. Thank you. Follow ups and callbacks do exactly the opposite. So whereas Boomer asks are a villain and you're doing, you're bringing it too much back to yourself, which people do all the time. Follow up questions, keep the focus on the other person. So anytime someone gives you this great gift of a disclosure, you share anything about your weekend. Or if I say, have you been to Nepal and you say, no, but I've been to Tibet or whatever.If they're giving you any sort of sharing, some disclosure,

Can an experimental mindset help you navigate your transition to retirement? Anne-Laure Le Cunff, author of the new book Tiny Experiments, discusses how to become a scientist of your own life and unlock new habits, interests, and behaviors for your next phase of life. Anne-Laure Le Cunff joins us from Austin. ________________ Bio Anne-Laure Le Cunff is the author of Tiny Experiments: How to Live Freely in a Goal-Obsessed World.  She's a neuroscientist, entrepreneur, and writer. A former Google executive, she went back to university to earn a Ph.D. in Psychology & Neuroscience from King's College London. As the founder of Ness Labs and author of its widely read newsletter, she writes about evidence-based ways for people to make the most of their minds, navigate uncertainty, and practice lifelong learning. Her work has been featured in peer-reviewed academic journals and mainstream publications such as WIRED, Forbes, Rolling Stone, Fortune, Entrepreneur, and more. ________________ For More on Anne-Laure Le Cunff  Tiny Experiments: How to Live Freely in a Goal-Obsessed World Ness Labs ___________________ Best Books for Retirement ___________________ Podcast Episodes You May Like Tiny Habits Can Lead to Big Changes – BJ Fogg Design Your Life and Get Unstuck – Dave Evans Growing Old, Staying Rad – Steven Kotler _________________ Get Wisdom Notes Once a month updates on featured conversations and noteworthy articles. What Will Your Next Story Be? Wisdom Notes keeps ideas coming your way once a month to help you create it. ________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ____________________ Wise Quotes On Becoming a Scientist of Your Own Life "An experimental mindset is one where we have both high ambition and high curiosity. This is really embracing the fact that you need both if you want to grow in life. And if you want to achieve more than what you think is currently possible, if you want to achieve more than what is within the realm of your imagination with what you know today, you need hard work, sure, but you need to keep some doors open for exploration, surprises, serendipity, and those kinds of collaborations that we can't really plan for. And an experimental mindset is really about becoming the scientist of your own life, treating everything, every challenge and uncertainty in general as an opportunity to expe...

Our guest today notes that "retirement is a little bit like life. It's likely to be different than you think it's going to be." David Horton, MD shares the story of his life wife Dee Dee, and carrying on her mission and legacy. He discusses her book, Layer Upon Layer, which he helped complete. David Horton joins us from Washington State. _____________________ Bio David Horton, a retired oncologist turned book editor, spent his career driven by a deep passion for science and genuine connection with his patients. After completing his residency, he moved to the Pacific Northwest, where he met his wife, DeeDee. Known for his patient-centered approach grounded in respect, empathy, and the art of deep listening, David founded RadiantCare Oncology, building a practice that aligned with his values as both a doctor and a person. David and DeeDee shared 32 years of love, self-growth, and adventure, creating a steadfast partnership. Now retired, David is dedicated to honoring DeeDee's mission by publishing her book, Layer Upon Layer, to continue her message and legacy _______________________ For More on David Horton, MD Layer Upon Layer book Website ____________________ Best Books on Retirement ____________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey Ride or Die – Jarie Bolander On My Way Back to You – Sarah Cart _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.5 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _____________________ Wise Quotes Redefining Yourself in Retirement "Retirement is a little bit like life. It's likely to be different than you think it's going to be. I think of retirement as quitting the structured daily routine of your week. Mainly, we're keeping that because we need work to provide us with financial stability. The beauty of retirement is the opportunity to redefine yourself, realizing you've grown so much since you chose a career and started things. And so the first thing is you have to pay attention to the financial aspect early on, if you want the freedom to redefine yourself earlier while you have better health and you have more flexibility to integrate into the world and how it's changed. And I think that's so essential now because technology and things has taken over so much. The earlier you get on that, the more significant you can redefine yourself with retirement." On Layer Upon Layer by Dee Dee Horton "A lot of the things described in Layer Upon La...

A lot will change once you retire and you may need build a new a social circle. Natalie Kerr and Jaime Kurtz join us to share research-backed strategies you can use to build and strengthen meaningful relationships from their new book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. Natalie Kerr and Jaime Kurtz join us from Virginia. ______________________ Bios Natalie Kerr, Ph.D., is a social psychologist and award-winning professor at James Madison University, where she studies social connection and loneliness. Her work has been published in journals such as the Journal of Applied Social Psychology, Journal of Social and Clinical Psychology, Personality and Individual Differences, and Social Influence. She is co-author of the book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. She also designs community programs for people who want to cultivated deeper connection in their lives. Jaime Kurtz, Ph.D., is a professor of psychology at James Madison University. Her research focuses on strategies for savoring and well-being and has been published in journals such as Psychological Science, the Journal of Positive Psychology, Emotion, and Developmental Psychology. Her work has been published in journals such as Psychological Science and the Journal of Positive Psychology. Most recently, she is the author of The Happy Traveler: Unpacking the Secrets of Better Vacations. She is also the co-author, with Sonja Lyubomirsky, of Positively Happy: Routes to Sustainable Happiness, and she regularly presents seminars on mental health to continuing education health care professionals nationwide. _________________________ For More on Natalie Kerr & Jaime Kurtz Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection _________________________ Podcast Episodes You May Like How to Make New Friends in Retirement – Dr. Marisa G. Franco The Laws of Connection – David Robson The Good Life – Marc Schulz, PhD _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. ________________________ On Social Connection "So, as humans, we have a fundamental need for social connection. We live happier, healthier, and longer lives when we feel deeply connected to other people. And while we might experience and express this need in different ways, the need for social connection is really universal. It's so fundamental that we have built-in biological mechanisms to encourage it. When we're socially isolated, our brain triggers cravings for human contact, in much the same way that it triggers cravings for food after a few hours of not eating. So, we literally crave connection. And that's why so many of us felt starved for connection during the pandemic. The problem is that in everyday life, many of us simply ignore the craving or we deny it. We treat socializing like an indulgence rather than an essential health behavior, and we fail to prioritize it. We recognize the importance of sleep, exercise, and healthy eating, and we take steps to maintain them. But going out with friends, going to Happy Hour, Trivia Night, these things often take a backseat. Somehow, they feel less important when in reality,

A great retirement takes work - and learning. In her seventh year in retirement, Judith Nadratowski joins us to share her lessons learned so far in her retirement journey - lessons that can help you plan better for yours. _____ Bio Judith Nadratowski is her seventh year of retirement after a 40-year career at Cleary Gottlieb, a top international law firm based in New York where she was most recently Manager, Partnership Resources & Executive Committee Matters. You can read more of Judith's insights, ideas and reflections on retirement on her blog Retirement Commentaries. ______________________ For More on Judith Nadratowski Judith Nadratowki's Retirement Commentaries ______________________ Podcast Episodes You May Like Life After Work – Brian Feutz Retirement Rookies – Stephen & Karen Kreider Yoder Strategic Quitting – Julia Keller The Vintage Years – Dr. Francine Toder _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. _______________________ Mentioned in This Episode Yes Man - Jim Carrey _______________________ Do Your Homework Explore summaries of the Best Books on Retirement ________________________ Wise Quotes On Being a Beginner "...being a beginner and learning to build things from scratch. I really went into my retirement thinking I would just really easily slip into my life. And now I could do all the things I never had the time to do. And that was exactly the reason I chose to retire. I wanted to take advantage of time. I was still in my early 60s and wanted to do new things and things I had done during a very demanding career. And I also wanted to search for a new focus. I knew I needed -  I dread using the purpose word, but that sense of purpose is something that I definitely felt I needed. And I knew that I wanted to search for something that would fill that, that I could really sink into...Retirement life takes some work and it's not going to just happen and you have to be the catalyst. You have to figure out the gaps and start filling them in...you can really seriously think that you could try something new. So what I meant by being a beginner was I had to shed all of my sense of knowing everything and really strip down to get things that would bubble up, that would be of interest to me and to really that start from scratch. Design from the bottom up. And that wasn't so easy when you're used to mastering your job for quite some time." On the Transition to Retirement "But the hardest thing for me, the challenge really was that my life wasn't just that change in schedule. But it was [when] I realized how many intangibles my job gave me that I missed. And I wasn't even able to articulate them at first. But as I started to think more deeply about them, I realized that my job really shaped so many things about me and was always in the background. It was how I saw myself, it was how I even chose to spend my free time. It was based around my job and how much time I would spend and even sometimes how I viewed other people. It was just so much a part of me that I never realized it was so entrenched so that when I started thinking about it, I knew that I was choosing my retirement. I was enthusiastic about it, but I felt lost.

What's the current stage of retirement and aging in the US? And how did we get here? James Chappel discusses his new book Golden Years: How Americans Invented and Reinvented Old Age, the impact of The Gray Panthers and why The Golden Girls is "the most important TV show in the history of American aging." James Chappel joins us from Durham, North Carolina. ___________________ Bio James Chappel is the Gilhuly Family Associate Professor of History at Duke University and a senior fellow at the Duke Aging Center. He's the author of the new book Golden Years: How Americans Invented and Reinvented Old Age, a history of aging, health, and disability in the USA from 1920 to the present. It appeared in November 2024 and has been widely reviewed in outlets like The New Yorker and the Los Angeles Times. He received his PhD from Columbia University. At Duke, he works on the intellectual history of modern Europe and the United States, focusing on themes of religion, gender, and the family. He has published two books and published widely in both scholarly and non-scholarly sites (The New York Times, The Nation, and more).. He is currently co-chair of the Prison Engagement Initiative at the Kenan Institute for Ethics, and founded the Duke-in-Prison lecture series. _______________________ For More on James  Chappel Golden Years: How Americans Invented and Reinvented Old Age by James Chappel _______________________ Mentioned in This Podcast Episode The Simpsons clip (2:45) _______________________ Podcast Episodes You May Like The Uncertainty of Retirement in the New Economy – Teresa Ghilarducci Life in Retirement: Expectations & Realities – Catherine Collinson Live Life in Crescendo – Cynthia Covey Haller ______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. __________________________ Wise Quotes On The Gray Panthers "Actually, the 60s was a lot more intergenerational than people remember. There are a lot of older activists. And there also was a lot of old age activism. So what the finally winding back to your question, they're kind of like the 60s for old people. Obviously the name, right? So the Great Panthers, it's obviously a play in the Black Panthers. Black Panthers are, among many other things, kind of the more radical wing of the Civil Rights movement, just as the Gray Panthers were the more radical wing of the old age movement. There was a kind of mainstream old age movement, which was in favor of things like Medicare, which was great, you know, they succeeded. The Gray Panthers are more like the talented movement. They are more like less dramatically reoriented American society towards older people. And so they do a lot of amazing things that I think ought to be remembered. And I think that in 2025, what's most striking about their activism is how, in today's words, we'd say it's very intersectional. So they don't think about old age by itself. They actually think about old age and environmental justice. They think about old age and how to have like a greener society. They're already doing this in the 1970s. They're thinking about old age and racial justice. They're paying a lot of attention to communities of color. They're paying a lot of attention to nursing home residents.

Are you thinking big enough about your retirement? You'll have time for the things you always wanted to do but didn't have time for in your full-time working years. With a blank canvas to work with, what are the meaningful personal goals you'd like to pursue now? How you start can make the difference. Caroline Adams Miller joins us to discuss her new book Big Goals: The Science of Setting Them, Achieving Them, and Creating Your Best Life  and how you can use a research-backed method to set challenging but attainable goals - and make this year your best year. Caroline Adams Miller joins us from Maryland. ________________________ Bio Caroline Adams Miller is a globally renowned expert in positive psychology, with a special focus on goals and grit. For over 30 years, she has been a trailblazer in advancing these fields, helping individuals and organizations reach their most ambitious goals and improve overall well- being. She was among the first to earn a Master of Applied Positive Psychology (MAPP) from the University of Pennsylvania in 2006, a program pioneered by Dr. Martin Seligman, the founder of positive psychology. Caroline also graduated magna cum laude from Harvard University, laying the groundwork for her future achievements in psychology and personal development. She is a black-belt martial artist and a Masters swimmer. Caroline is the author of nine influential books, including:  My Name is Caroline (Doubleday 1988, Gurze 2000, Cogent 2014), a pioneering recovery memoir that has given hope to countless individuals battling eating disorders. •    Getting Grit (SoundsTrue 2017), which explores the science of perseverance and was recognized as one of the “top ten books that will change your life” in 2017 and one of the “top 25 books that will help you find your purpose” in 2023. •    Creating Your Best Life (Sterling 2009, 2021), a #1-ranked book on goal-setting that combines the science of success with research on happiness and was the first mass-market book to bridge these fields using Locke and Latham's goal- setting theory. •    Big Goals (Wiley, 2024), which offers an accessible, updated framework for achieving significant goals, incorporating modern research on mindset, grit, artificial intelligence, and resilience. It provides practical strategies for both personal and organizational success, grounded in 15 years of new research in positive psychology. This book is destined to change the way people view goalsetting and has been selected as a must-read for The Next Big Idea Club. Her books have been translated into multiple languages, including German, Korean, Spanish, Chinese, Japanese, and Italian, reaching a global audience. Caroline's impact on positive psychology has earned widespread recognition. Dr. Martin Seligman highlighted her work in Flourish, and Angela Duckworth, a leading researcher on grit, praised Caroline's profound insights and practical applications of grit research, saying, “No one has thought more than Caroline about how to apply the scientific research on grit and achievement to our own lives!” A sought-after speaker, Caroline has presented at prestigious venues such as Wharton Business School's Executive Education program and delivered a TEDx talk titled “The Moments That Make Champions,” resonating with audiences worldwide. Her work has been featured in major media outlets like BBC World News, The New York Times, The Washington Post, NBC, NPR, The Wall Street Journal, Forbes, Fortune, and CNN. She has consulted with high-profile clients, including Morgan Stanley, lululemon, Coldwell Banker, American Bankers Association, Blizzard Entertainment, RE/MAX, Booz Allen, Harvard Law School, The World Bank, and Swisse Wellness, helping them pursue ambitious goals and create environments that foster success and well-being. Caroline's memoir My Name is Caroline details her personal journey of overcoming bulimia and demonstrates her belief in the power of grit an...

What's your purpose now? It's a big question, an important one - and one that many people get stuck on when they retire. Dr. Jordan Grumet believes we need to change how we think about purpose. He rejoins us to discuss his new book The Purpose Code: How to unlock meaning, maximize happiness, and leave a lasting legacy. Jordan Grumet joins us from Illinois. _________________________ Bio Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice. With a profound understanding of both medicine and finance, Jordan unveiled his thoughts through blogging, specifically focusing on financial independence and wellness. This passion culminated in the launch of the Earn & Invest podcast in 2018. His dedication bore fruit in 2019 when he was honored with the Plutus Award for Best New Personal Finance Podcast, followed by consecutive nominations for Best Personal Finance Podcast of the year in 2020 and 2021. In August 2022, Jordan's literary pursuit took shape as his book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, was published by Ulysses Press. His second book, The Purpose Code, was published by Harriman House Press. Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life. _________________________ For More on Dr. Jordan Grumet The Purpose Code Website Our first podcast conversation with Jordan Grumet on Taking Stock _______________________ Podcast Episodes You May Like Retiring: Creating a Life That Works for You – Teresa Amabile Living Like You Mean It – Jodi Wellman _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. __________________________ Wise Quotes On Purpose "The studies show that purpose in life is associated with health, happiness, and longevity, very clearly in tons of studies. On the other hand, I found other studies that show that up to 91% of people get anxious when it comes to purpose at least some point in their life, they feel frustrated and thwarted and depressed. And so the big question is how could it be both? And what I really came to the conclusion is purpose is not one thing but two. And one of those versions of purpose, what I call big P purpose, is more associated with anxiety while the other, what I call little p purpose, is probably more associated with that happiness, longevity, and health. And so I wrote this book to help people pursue that better version of purpose." On Purpose Anchors

What mindset are bringing to this winter season? Kari Leibowitz joins us to discuss her book How to Winter: Harness Your Mindset to Thrive on Cold, Dark, or Difficult Days with interesting and useful ideas on how to make this winter special. Yes, special. Kari Leibowitz joins us from Amsterdam. ____________________ Bio Kari Leibowitz, author of How to Winter, is a health psychologist, speaker, and writer. She received her PhD in Social Psychology from Stanford University, served as a US-Norway Fulbright Scholar, and taught the “Mindsets Matter” Stanford Continuing Studies Course. Leibowitz combines scholarly expertise with practical strategies to help people understand and harness the power of their mindsets and find joy in winter. Her writing on the power of the wintertime mindset has appeared in The Atlantic, The New York Times, and The Washington Post, and many other publications have reported on her work including The Guardian, The Financial Times, BBC, and The Telegraph. She has taught winter workshops to businesses, universities, non-profits, and organizations around the world. ______________________ For More on Kari Leibowitz How to Winter: Harness Your Mindset to Thrive on Cold, Dark, or Difficult Days Website ______________________ Podcast Episodes You May Like Happier Hour – Cassie Holmes, PhD Edit Your Life – Elisabeth Sharp McKetta The Joy Choice – Dr. Michelle Segar _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.5 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ______________________ Wise Quotes On Slowing Down "...it's objectively true that winter is the darkest season, it's the coldest season, it may be the wettest, windiest season, depending on where you live. But I think that there are so many opportunities in the cold and in the darkness. And I think one of the things that we can really appreciate is winter as a time of year when we get to slow down, and when it really can feel good to slow down. So I think a lot of people who struggle with winter are struggling with feeling the effects of the darkness on their energy with feeling more tired, or maybe less motivated or a little bit down. But when we see this not as a problem, but a natural response to a change in our environment, we can really embrace that as winter as a time for being cozy at home for reading that file of books on our nightstand or catching up on our TV shows or artistic pursuits, cooking and baking.

Happy New Year! What will make you happy this year? Our guest today, Stephanie Harrison, author of New Happy, believes that it's time to retire the old beliefs about happiness. If you're moving on from full-time work, you'll want to hear her research-based ideas to reimagine what happiness will be like in this new phase of life - and how to move on from the "old happy." In addition to her book, I highly recommend her newsletter, and join over 1 million people who also love her work. Stephanie Harrison joins us from California. _______________________ Bio Stephanie Harrison is author of New Happy: Getting Happiness Right in a World That's Got It Wrong and the creator of the New Happy philosophy and an expert in the science of well-being. Her company, The New Happy, teaches millions of people around the world how to be happier every day. She has a Masters Degree in positive psychology from the University of Pennsylvania, where she was later an instructor. Previously, she was the head of Learning at Thrive Global, where she directed the development of science-backed programs for well-being that reaches millions of employees at Fortune 500 companies around the world. ________________________ For More on Stephanie Harrison Read New Happy: Getting Happiness Right in a World That's Got It Wrong  The New Happy website Sign up for the free weekly Newsletter ________________________ Mentioned in This Episode How To Become A Wiser Person _________________________ Podcast Episodes You May Like Happier Hour – Cassie Holmes, PhD Living Like You Mean It – Jodi Wellman The Power of Fun – Catherine Price The Good Life – Marc Schulz, PhD _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.5 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ________________________ Wise Quotes  The New Happy vs. Old Happy "I now define happiness in a very different way than I did when I was younger...It's the state of being connected to yourself, others, and the world around you. That's how I would describe the experience of it. And then I define the pathway to getting that as having these two pillars of being who you are and then using who you are to help other people. So that, which I just said, is the New Happy. And then Old Happy is what society teaches us about happiness - what we need to do and achieve and become in order to experience that state of well-being that we're all looking for. And Old Happy tells us that if we want to be happy...

Thinking of retiring? Start here with our Best Books on Retirement summaries. _____________________ Before we move on to a new season of the podcast, let's catch up on our best conversations with a question in mind: Which one of these retirement lessons can I apply in 2025? Click the links below for the full conversations: How Not to Age – Dr. Michael Greger The Portfolio Life – Christina Wallace The Balancing Act in Retirement – Stew Friedman The Fourth Quarter – Allen Hunt Living Like You Mean It – Jodi Wellman Retiring: Creating a Life That Works for You – Teresa Amabile Changing Lanes to Make a Difference – Jennifer Jacobs _______________________ Other Best Of Episodes Best of the Retirement Wisdom Podcast 2024 – Part 3 Best of 2023 - Part 3 The Very Best of 2022 The Best of 2021 – Retirement Wisdom _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.5 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn

Make 2025 your year! Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here _________________________ While we focus on the non-financial aspects of retirement here, your money clearly matters. With a new year around the corner we check back in with economist Larry Kotlikoff, author of Money Magic: An Economist's Secrets to More Money,Less Risk and a Better Life, for his views on what may lie ahead, common mistakes to avoid with Social Security, how you can Maximize (Your) Social Security, why Roth IRA conversions make sense for many people and his retirement planning software MaxiFi. Larry Kotlikoff joins us from Rhode Island. _________________________ Bio Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., a company specializing in financial planning software, a Research Associate of the Gaidar Institute, and a Research Fellow of the Goodman Institute. Kotlikoff is also a New York Times Best Selling author. The Economist Magazine ranked Kotlikoff one of the world's 25 most influential economists. Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977. From 1977 through 1983, Kotlikoff served on the faculties of economics of the University of California, Los Angeles and Yale University. In 1981-82 Professor Kotlikoff was a Senior Economist with the President's Council of Economic Advisers. Professor Kotlikoff's writings and research address personal finance, inequality, taxation, Social Security, climate change, investing, healthcare, deficits, and insurance. Professor Kotlikoff is author or co-author of 20 books, hundreds of professional journal articles, and a multitude of op eds and blogs. His most recent books are Money Magic: An Economist's Secrets to More Money,Less Risk and a Better Life, You're Hired, Get What's Yours – the Revised Secrets to Maxing Out Your Social Security (a NY Times Best Seller co-authored with Philip Moeller and Paul Solman), The Clash of Generations (co-authored with Scott Burns), The Economic Consequences of the Vickers Commission, Jimmy Stewart Is Dead, Spend ‘Til the End, (co-authored with Scott Burns), Generational Policy (MIT Press), The Healthcare Fix, and The Coming Generational Storm (co-authored with Scott Burns). Kotlikoff's columns have appeared in The NY Times, The Wall Street Journal, The Washington Post, The Hill, The Financial Times, The Times of London, Forbes, CBNC, Bloomberg, PBS NewsHour, The Dallas News, Neue Zürcher Zeitung, the Seattle Times, Vox, Fortune, Seeking Alpha, Yahoo.com, VoxEU, Huffington Post, and other leading media. Kotlikoff has served as a consultant to the Federal Reserve, the International Monetary Fund, the World Bank, the Harvard Institute for International Development, the Organization for Economic Cooperation and Development, the Swedish Ministry of Finance, the Norwegian Ministry of Finance, the Bank of Italy, the Bank of Japan, the Bank of England, the Government of Russia, the Government of Ukraine, the Government of Bolivia, the Government of Bulgaria, the Treasury of New Zealand, the Office of Management and Budget, the U.S. Department of Education, the U.S. Department of Labor, the Joint Committee on Taxation, The Commonwealth of Massachusetts, The American Council of Life Insurance, Merrill Lynch, Fidelity Investments, AT&T, AON Corp., and other major U.S. corporations. Kotlikoff has provided expert testimony on numerous occasions to committees of Congress including the Senate Finance Committee, the Senate Budget Committee, the House Ways and Means Committee,

Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here _______________________ As the year winds down, it's time to reflect - and look ahead. Carol Orsborn, author of the new book Spiritual Aging: Weekly Reflections for Embracing Life, explains why it's a wise move to continue that practice  with weekly reflections to tune into the spiritual side of aging. Carol Orsborn joins us from Tennessee. _______________________ Bio Dr. Carol Orsborn is the best-selling author of over 35 books including her forthcoming Spiritual Aging: Weekly Reflections for Embracing Life. Her body of work includes The Making of an Old Soul: Aging as the Fulfillment of Life's Promise.  Older, Wiser, Fiercer: The Wisdom Collection  and 2015 Gold Nautilus Book Award winner in the category of Consciously Aging: The Spirituality of Age: A Seeker's Guide to Growing Older (with Robert L. Weber, Ph.D.) She has recently launched the Spiritual Aging Study and Support Group (SASS) at Spiritual Aging@ Substack.com.  She founded the Conscious Aging Book Club in conjunction with Parnassus Books and now housed at CarolOrsborn.com, and the Sage-ing Book Club run in conjunction with the leading organization in the field Sage-ing International Carol is curator of Fierce with Age:  The Archives of Boomer Wisdom, Inspiration, and Spirituality, housed at CarolOrsborn.com and a leading voice of the conscious aging and spirituality and aging movements.  For the past decade, she has also blogged about the Boomer Generation for Huffington Post, BeliefNet.com and PBS's Next Avenue, among others. Dr. Orsborn received her Masters of Theological Studies and Doctorate in History and Critical Theory of Religion from Vanderbilt University with post-graduate work in Spiritual Counseling at the New Seminary in Manhattan. She is an internationally-recognized thought leader on the fulfillment of the human potential through all life stages. For the past forty years, Dr. Orsborn has been a leading voice of her generation, appearing on Oprah, NBC Nightly News and on The Today Show among many others. Her blogs have appeared regularly in Huffington Post, Beliefnet, NPR's Next Avenue and McKnights, among others.  She has been  a frequent speaker at conferences and events such as the American Society of Aging, Sage-ing International Conference, Boomerstock, the Positive Aging Conference, Omega Institute and the American Academy of Religion. Dr. Orsborn established her reputation as a generational expert as co-founder of the first global initiative by a top ten PR company dedicated to helping brands such as Ford, AARP, Prudential and Humana communicate with Boomers. She has brought her talks and retreats on resilience, spirituality and aging to such venues as Omega Institute, American Society of Aging, Positive Aging Conference, Vanderbilt University Hospital and many other aging, healthcare, spiritual and religious groups. Dr. Orsborn received her Doctorate in History and Critical Theory of Religion from Vanderbilt University, specializing in adult development and ritual studies, including intergenerational values formation and transmission. She has served on the faculties of Pepperdine, Loyola Marymount and Georgetown Universities.  Dr. Orsborn lives in Nashville, Tennessee and Toronto, Canada. ________________________ For More on Carol Orsborn Spiritual Aging: Weekly Reflections for Embracing Life Website Substack ________________________ Podcast Episodes You May Like The Vintage Years – Dr. Francine Toder Slow Living - Stephanie O'Dea From Role to Soul – Connie Zweig Getting Good at Getting Older – Rabbi Laura Geller ________________________ Thinking of retiring? Start here with our Best Books on Retirement summaries _______________________ About The Retirement Wisdom Podcast

Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th  - 12 Noon Eastern - 1 hour via Zoom Sign Up here  _______________________ It's a great time of year to slow down. But what about next year? Is it time for slow living? Stephanie O'Dea, author of Slow Living: Cultivating a Life of Purpose in a Hustle-Driven World, shares her personal experiences with slowing down, the benefits of living a different lifestyle and how to get started. Stephanie O'Dea joins us from California. __________________ Bio Stephanie O'Dea is a New York Times best selling author, host of the Slow Living Podcast, and a mom of three. She writes, coaches, teaches, and speaks about all things Slow Living. In 2008, Stephanie made a New Year's resolution to use her crockpot slow cooker every day for a year and write about it online. This simple idea resulted in 10 books, a spot on the New York Times best-sellers list, and a job that she loves -- and one she can do at home, in her pajamas. Stephanie has appeared on Good Morning America, The Rachael Ray Show, featured in Real Simple Magazine, Woman's World, and Oprah.com. She is a contributing editor to Simply Gluten Free Magazine and is featured in the infomercial for the Ninja Cooking System. For a more comprehensive press listing, please visit her online home at stephanieodea.com. _______________________ For More on Stephanie O'Dea Slow Living: Cultivating a Life of Purpose in a Hustle-Driven World Website Podcast _______________________ Podcast Conversations You May Like Edit Your Life – Elisabeth Sharp McKetta The Power of Saying No – Vanessa Patrick, PhD We're All Ageing. Are You Up for a Bolder Approach? – Carl Honoré ________________________ Wise Quotes On Habits "And so if you have a long list of New Year's resolutions or things that you want to change about yourself or habits you want to start or habits you want to stop, that's okay. If for some reason, you have 'fallen off the wagon' on March 1st, it doesn't mean you've failed. It just means that you've taken a little bit of a pause. And so I'm a huge fan of like 30 day challenges and things like that. But what I joke with my coaching clients is who cares if it took you 45 days to meet a 30 day goal in the great big, huge scheme of things and the trajectory of your life, it's just a teeny, tiny blip. So I don't want people to think that they've failed when they've really just stumbled in real life. There's there's ups and downs and all arounds and we've got hurricanes and natural disasters and the roof blows off and and and that's real life." On Creating Your Mood "...Mindset + Action + Consistency = Success. So when you're in a good mood, that's mindset, For me, I like... journaling, yoga, going on long walks, spending time in nature. That's how I get myself in a good mood. And it is different for everybody. Although I will say that if you're getting yourself in a good mood by a vice that might not be healthy for you in the long term, pay attention to that. Find your good mood in healthy ways. And then ask yourself these open-ended questions. And the answers that come back are the action steps to take. And then consistency is doing the things you told yourself you would do on a consistent basis. And it also means that sometimes you might not want to do those things, but you sort of convince yourself to do them anyways. Real life. Lots of variables that you can't control. So humans like to feel as if they can control things. So in order to get that sort of feeling of control, many times the first step is s to sort of declutter things that aren't working for you. And it could be physical items in your home if they're creating kind of this brain noise every time you look at your desk, it makes you feel stressed out. Okay, that's something to pay attention to.

It's time to catch up on any of our best podcast conversations you may have missed this fall. Listen to any of the full podcast conversations below: Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz The Art of the Interesting – Lorraine Besser, PhD Passion and Purpose – Jim Ansara How to Retire – Christine Benz __________________ Other Best Of Episodes: Best of 2024 – Part Two Best of 2024 – Part One Best of 2023 – Part Three _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.5 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.        

Retiring? Don't drift into the lazy river. Design Your New (active and interesting) Life. Learn More _______________________ In days gone by, people used to think they were done - and headed off to retirement. Not any more. Now, the questions to ask yourself  are what's my potential for the likely decades that lie ahead? And how can I live well - and wisely? Ben Lytle, former CEO of Anthem, and author of The Potentialist: The Pursuit of Wisdom, believes that wisdom and potential are our ideal adaptive responses for the interesting times we're living in today. He also believes that wisdom and untapped potential reside in everyone, waiting to be released. Ben Lytle joins us from Scottsdale, Arizona. __________________ Bio Ben Lytle is a self-made serial entrepreneur and CEO known for being ahead of the curve. He is the author of "The Potentialist: Your Future in the New Reality of the Next Thirty Years," a guidebook for success during the fast-changing, turbulent, and opportunity-rich times ahead. His new book in the series is The Potentialist: The Pursuit of Wisdom. Ben is best known as the founding CEO of Anthem, Inc. (NYSE), one of the leading US health plans with a market capitalization placing it in the top tier of the Fortune 500; and Acordia, Inc. (NYSE), which became the world's sixth-largest insurance broker. He cofounded three companies with his entrepreneurial son, Hugh, and invests in technologies that address New Reality challenges, such as increasing productivity to offset declining populations, caring for the elderly, and preserving human legacies. Ben has extensive public policy experience at the state and federal levels and has held board leadership roles in a wide range of industries. His contributions have been recognized by numerous awards and in books and periodicals. He has been a speaker and university guest lecturer on health, healthcare policy, entrepreneurship, and human potential throughout his career. Beyond his career, Ben's passions include his family of three adult children and eight adult grandchildren, along with lifelong avocations for physical fitness, travel, reading, human potential, the future, and education. ________________________ For More on Ben Lytle The Potentialist: The Pursuit of Wisdom Website - potentialistfuture.com ________________________ Mentioned in This Podcast Episode The Many Ways WSJ Readers Use AI in Their Everyday Lives ________________________ Podcast Episodes You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Art of the Interesting – Lorraine Besser, PhD Turning the Page in Retirement – Stephen Riggio Your Next Act – Robert B. Tucker __________________________ Wise Quotes On Refining, Not Retiring "...this started about 20 years ago. I had recently stepped down. I've never really retired. I have refined and I'll explain that. But I had stepped down from Anthem and I was asked to write an article about what it was like to be running this gigantic enterprise and then suddenly go be doing startups and all other kinds of things, wilderness hiking and all kinds of things. And I wrote the title of the article, and ended up being in search of a phase name because I felt that at that time I didn't have the word yet. But I said, you know, I don't see anybody retired in the industrial age concept. The concept was you work, you retire and then you die about three or four years later, but you have a few years there. Well, it's not that way anymore. First of all, we live a lot longer. And so we're essentially increasingly changing careers or changing our direction in life in in midlife, almost midlife or at the two-thirds point. You're not down within the 10 yard line. And so it's really changed. And so it does need a new definition. And so it hit me a few years ago about when I was writing the first book, the word refinement and to me, Joe,

It's Thanksgiving here in the US. And there's always a lot we can be grateful for - if we're paying attention. This Best Of episode spins through a few of our guests who shared their experiences, insights and wisdom about gratitude. Often they found gratitude to be extremely valuable in times of adversity in their lives. I think they just might inspire you to keep gratitude going long after your tryptophan-induced nap on Thursday. If any of the clips on gratitude intrigue you, click on the links below to listen to the full conversations. Wishing you a Happy Thanksgiving! _____________________ Mentioned in This Episode Get ready for that relative coming to your Thanksgiving table who sees the negative in everything: Whatever It Is I'm Against It _____________________ Links to the Full Conversations Kristi Nelson - Wake Up Grateful Brad Aronson - Changing the World One Small Act at a Time Steven Petrow - The Joy You Make Michael O'Brien - My Last Bad Day ______________________ retirementwisdom.com Check out our recommended Best Books on Retirement

Is 2025 your year? Join our Design Your New Life in Retirement Program – two new groups start in January. Early registration discount ends November 30th | Only a few spots left. Learn more ______________________ When you're retiring, you think of what you're leaving. Your work. Your paycheck. Your office. Your colleagues. But what's next? There are many benefits to taking on something new. Something that's challenging, and maybe even out of the box. Stephen Riggio shares his experience. Stephen Riggio joins us from New York. _______________________ Bio Stephen Riggio is a visionary leader and former CEO of Barnes & Noble, where he played a crucial role in its transformation into the largest bookselling chain in the United States. His extensive career in the book industry, spanning over four decades, includes pioneering work in e-commerce and publishing. Beyond corporate endeavors, Riggio is deeply engaged in philanthropy, working with organizations like the National Book Foundation and the National Down Syndrome Society. In recent years, Riggio has turned his focus to translating and promoting classic Sicilian literature, especially the "Sicilian Avengers" series. _______________________ For More on Stephen Riggio Sicilian Avengers: Book One Sicilian Avengers: Book Two _______________________ Podcast Episodes You May Like Retiring: Creating a Life That Works for You – Teresa Amabile Passion and Purpose – Jim Ansara The Art of the Interesting – Lorraine Besser, PhD Unretired – Mark S. Walton _______________________ Wise Quotes On Turning the Page and Taking On Something New "I think what you can let go of is, fortunately, you let go of the stress. And you get all of the adrenaline of something that is new. When I refer to stress, I don't mean the type of stress that is debilitating. People would often ask me when I was in business, it's an age-old question, Steve, what keeps you up at night? And I would say a good book because business was an all consuming thing, but there's a point where you do have to let it go to take care of your personal life and your family, your wife and kids. But I think it is true that once you do turn that page, you can let go of that stress. And it's a type of freedom that is very uplifting. And then if you happen to be fortunate enough to find something that you can latch onto and dig into, then that adrenaline is something that is different than you experienced in work." On Taking On Something New Together "A tragic event was the cause of me learning and getting back into the language. All happy families who are alike, all grieving families, breathe in their own way. What I was looking for was a way for my wife, Laura and I to move forward. It was a year or two after that that I came up with the idea of both of us studying the Italian language together. It would be something to do together, to jump into, and we did it." On Opening New Doors "It does open up a new door to your life. In some respects, when you have a career, you're pointing in a direction. Usually people like to climb the career ladder. They want more responsibility and greater financial rewards. In this particular case, it was a door that I opened that I didn't know where it would lead. So with the idea of something that is a little bit uncertain and unexpected there's a serendipitous aspect of it that I think is very appealing. When I started taking lessons with my wife, we did it together, we didn't know that we would discover my ancestry going back 400 years, that we would meet distant relatives, they'd become very close to us that I would discover things about my family I never knew, and then that I would translate a book. So it's a door that was open and I don't know where it would lead." _______________________ About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version o...

Your retirement? You could wing it, but that's not you. Design Your Future.  Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ To retire or to work longer? There's another option that may be just right for you - semi-retirement. We catch up with Liz Weston, who retired from NerdWallet earlier this year on how its working for her - and what you can learn from her experience. Liz Weston joins us from California. _______________________ Bio Liz Weston is an award-winning personal finance columnist, speaker, commentator and author of several books about money. She earned the Certified Financial Planner® designation in 2016. Her question-and-answer column “Money Talk” appears in newspapers throughout the country, including the Los Angeles Times, the San Diego Union-Tribune, Palm Beach Post and the  Oregonian. Liz Weston's  book “Your Credit Score” is a national best-seller now in its fifth edition. The New York Times called one of her other books, “The 10 Commandments of Money: Survive and Thrive in the New Economy,” a “wonderful basic personal finance book…supportive of people struggling to understand these topics and trying to make ends meet.” You may have heard Liz Weston on public radio as she's contributed to American Public Media's “Marketplace Money,” and NPR's “Talk of the Nation” and “All Things Considered.” She's appeared on “Dr. Phil,” “Today Show” and NBC Nightly News, and was for several years a weekly commentator on CNBC's “Power Lunch.” ________________________ For More on Liz Weston Ask Liz Weston _______________________ Podcast Episodes You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Balancing Act in Retirement – Stew Friedman The Portfolio Life – Christina Wallace The Joy You Make – Steven Petrow _______________________ On Deciding to Retire...and Joy "I think what surprised me the most is how fun this is. That was what I was really worried about - what would retirement be like? So many people are rushing towards it, and they don't really think about what life will be like afterwards. And I was thinking a lot about how I would spend my time, what I would do, what the challenges might be, and what's caught me by surprise is just this feeling of joy. I feel like a kid on the first day of summer vacation, and I know this won't last. Everything changes. This is kind of the honeymoon period, but yeah, it's really fun.Well, I'm incredibly blessed and lucky that the financial stuff was in place. It was taken care of, and it allowed me to retire a little bit earlier than the norm. But again, the other thing that surprised me was how hard that decision was to make, because I really loved what I did...And then a friend and former colleague of mine died in a car accident. And he was only 61 and we'd spent a lot of time talking about what we were going to do in retirement. And it brought home the fact that we don't have infinite time." On Semi-Retirement - and Off-Ramps "I think it's the best option, especially, if you like what you do, and you have skills that can continue on in retirement where you don't need to work full-time. I had really wanted an off-ramp from my job at NerdWallet, and they didn't support working part-time. So that was kind of a difficult thing to wrap my head around and realize, okay, I don't have this option, so this was the next best. A lot of companies, though, do have some kind of off-ramp, and I think it helps people a lot because you keep your foot in the workplace, you can have continuing, you know, because social interaction is so important, you can have that part of your identity still remain intact so you have that sense of purpose. You're making some money, which for a lot of people is really important to make their money last, but you're starting the process of exiting. And just as a rant on the side,

Take Charge of Your Future. Imagine Possibilities with Design Thinking - and Test Them. Join our Design Your New Life in Retirement Program - two new groups start in January. Learn more _______________________ Getting older brings questions. Debra Whitman, PhD, the Chief Public Policy Officer for AARP, had questions, too. Her research led her to write the new book "The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond." You'll benefit from her insights from interviews with experts and takeaways from cutting-edge research across a range of topics including brain health, an older workforce, caregiving and retirement. _______________________ Bio Debra Whitman is the author of The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond. She is an economist and expert on aging issues with an extensive background in policymaking and research. As EVP and Chief Public Policy Officer for AARP, Debra leads a team of 150 experts in all aspects of policy development, analysis, research, and global thought leadership to produce policy and research insights and solutions that help communities, lawmakers, and the private sector improve our lives as we age. Debra serves as an AARP spokesperson on a diverse set of issues including long-term care and caregiving, financial security, health and longevity, and engaging a multi-generational workforce. She connects with a range of stakeholders such as the United Nations, the World Economic Forum, the Organization for Economic Co-operation and Development (OECD), Forbes and the Aspen Institute. Previously, as staff director for the U.S. Senate Special Committee on Aging, Debra worked across the aisle to increase retirement security, lower health care costs, protect vulnerable seniors, make the pharmaceutical industry more transparent, and improve our long-term care system. Before that, she worked for the Congressional Research Service as a specialist in the economics of aging and  served as a Brookings LEGIS Fellow to the U.S. Senate Committee on Health, Education, Labor and Pensions. Debra is a public speaker, mom, and an advocate for those whose voices need to be heard. _______________________ For More on Debra Whitman The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond LinkedIn @policydeb on X _______________________ Podcast Episodes You May Like The Measure of Our Age – MT Connolly Breaking the Age Code – Dr. Becca Levy Ageism Unmasked – Dr. Tracey Gendron Lifestyle and Financial Decisions As We Age – Marjorie Fox, JD, CFP® ________________________ Wise Quotes On the Big Questions of Midlife & Beyond "So I've been working on aging for the last 25 years at the Social Security Administration, running the Senate Aging Committee and then here at AARP, but I realized when I was about to turn 50, I didn't have the information I wanted at my fingertips. I had books like What to Expect When You're Expecting and Social Security for Dummies and lots of other great resources, but nothing that just comprehensively looked at all of the things that I was curious about. And so I wrote down a list of questions, everything from the most basic: How long will I live? Will I be healthy to more practical things like How long will I work or Will I have enough money? And then some tough questions like Will I lose my memory? and How will I die? And so those became the chapters of the book, but one of the things that happened as I was starting to put this together was my husband had a major heart attack at 48. And I'll get a little bit emotional talking about it, but he was hiking by himself and had what they call the Widow Maker, which, being his wife, is not a great term when I heard it. And luckily Boulder Mountain Rescue raced up the mountain and carried him down before his heart stopped. And that experience, Joe, just helped me to think that even though I spent all my...

Is it time to work on what you'll be retiring to? Join our upcoming Designing Your New Life Group Program Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET) starting in January.

What's Next?  Get in front of your life in retirement. Early Bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January.

Early bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January.

Design Your Future. Embrace Your Freedom. Early Bird discounted registration is now open for our next  Designing Your New Life Group Program - with a Thursday group and a Friday group beginning in January. Each group is limited to 10 participants and only four spots are still open in each group. Learn more ____________________ Who wouldn't sign up for more joy? Steven Petrow, author of The Joy You Make:Find the Silver Linings–Even on Your Darkest Days, rejoins us to share what he's learned about joy - and how to cultivate more joy (and gratitude) in your life. Steven Petrow joins us from North Carolina. ____________________ Bio Steven Petrow's new book is The Joy You Make: Find the Silver Linings–Even on Your Darkest Days. He first joined us in 2021 to discuss his book Stupid Things I Won't Do When I Get Old. Steven Petrow is an award-winning journalist and book author who is best known for his Washington Post and New York Times essays on aging, health, and civility. He's also an opinion columnist for USA Today,  where he writes about civil discourse and manners. Steven's 2019 TED Talk, “3 Ways to Practice Civility” has been viewed nearly two million times and translated into 16 languages. He is the author of five other books, including Steven Petrow's Complete Gay & Lesbian Manners. He's a much sought-after public speaker, and you're likely to hear him when you stream NPR or one of your favorite  —  or least favorite  —  TV networks. Steven also served as the host and executive producer of “The Civilist,” a podcast from Public Radio International and North Carolina Public Radio WUNC. He is the author of five other books, the most recent of which is Steven Petrow's Complete Gay & Lesbian Manners. He's a much sought-after public speaker, and you're likely to hear him when you stream NPR or one of your favorite  —  or least favorite  —  TV networks. Steven also served as the host and executive producer of “The Civilist,” a podcast from Public Radio International and North Carolina Public Radio WUNC. _______________________ For More on Steven Petrow The Joy You Make: Find the Silver Linings–Even on Your Darkest Days Website _______________________ Mentioned in This Podcast Episode Helen Dennis podcast conversation Successful Aging - LA Daily News Three Good Things -  Gratitude practice - Martin Seligman __________________________ Podcast Episodes You May Like Edit Your Life – Elisabeth Sharp McKetta Are You Living Gratefully? – Kristi Nelson My Last Bad Day – Michael O'Brien Living Like You Mean It – Jodi Wellman _____________________ Wise Quotes On Joy "And as I did research and talked to experts and scholars and regular people, I came to understand that joy manifests in many different ways and has broader ways to show up in our lives. And so that helped me to see that joy can be serene, joy can be loud, and can be beautiful. It can coexist with sorrow. But the intrinsic thing that I think defines joy is that it is about connection and gratitude. And so you can be happy. You can be happy by yourself in a way. You get a new car, I'm happy. You get a job promotion, I'm happy. It's fleeting, but you get the dopamine hit at the time. Joy kind of requires this interaction with others to make that connection, to sustain a connection. And in that way, joy is a state of being rather than a reaction to something else. I say happiness is about you, - and joy is about you and me. So that's a real important part of it. And then the other is that it just shows up in different ways in our lives, other than in the big ways that we think." On Learning to Cultivate More Joy "Lady Gaga said, you're born this way or not. But fortunately, neurologists and other scientists have been showing that many of these emotions can be learned. We're not stuck in our default settings for our lives. In a sense practice makes perfect.

A study by Stanford and Encore.org found that the majority of older adults want to give back in some way. Jim Ansara, an AARP 2024 Purpose Prize winner, is making a big difference in his retirement with his organization Build Health International. How might you redirect your skills and experience to make a difference? Jim Ansara joins us from Beverly , Massachusetts. ____________________ Bio Jim Ansara is a retired general contractor who founded Shawmut Design and Construction in Boston in the early 1980's and led it to become one of the top 25 construction companies in the US. While at Shawmut he led several volunteer teams of employees to build low-tech, clean water systems in Nicaragua with the organization, El Porvenir. After retiring as Chairman of the Board, Jim redirected his energy to the developing world. In 2009 a trip to Haiti with Dr. Paul Farmer led to an invitation to build a small community hospital with Partners in Health (PIH) in Haiti's Central Plateau. The process took a major turn when a massive earthquake struck the country on January 10, 2010. For three-and-a-half years after the earthquake, through the outbreak of cholera and political unrest, through hurricanes and unbearable heat, Jim, his partner Dr. David Walton of PIH, and hundreds of Haitian and Dominican workers persevered to build Haiti's new 340-bed National Teaching Hospital in Mirebalais, Haiti. Since its completion, the mission to build and equip global health care infrastructure has continued via a new non-profit, Build Health International, based in Beverly, MA. The BHI team has undertaken projects in low-resource settings across 22 countries with PIH, the Kellogg Foundation, Cure International, Direct Relief International and numerous other NGOS. For Jim's philanthropy he has received Honorary Doctorates in Humane Letters from Amherst College and Salem State University, as well as distinction from Partners in Health, Health Equity International, The American Red Cross Northeast MA Chapter, the Political Asylum and Immigration Representation Project, Summer Search Boston, and more. He serves on the board of Health Equity International, and in years past on the boards of Salem State University, the Boston Children's Museum, Youth Build, and City Year. _____________________ For More on Jim Ansara Build Health International (BHI) Health Equity Humanitarian Delivers Hospitals for the Poor ____________________ Podcast Episodes You May Like Changing the World One Small Act at a Time – Brad Aronson Live Life in Crescendo – Cynthia Covey Haller The Best Day of My Life So Far – Benita Cooper Why People Make a Career Change with Purpose Top of Mind – Chris Farrell ____________________ Wise Quotes On Learning and New Challenges in Retirement "I'm passionate about tackling challenges and solving problems. And one of the things that really excites me in life is learning, not necessarily learning in traditional methods, but learning by sort of immersion, where I'm trying to keep my nose and mouth just above the flood tide. And I need a level of sort of challenge and the accompanying freneticism in my life to really be happy. I'd like it to be different. I'd like to be a more relaxed and easy-going person, but at 67, that's not going to change probably. So it's really a combination of those two things. And I found, and this is an area, Build Health International, where I could really exercise both of those things. It's informative about who I am and who I'm not." On the Transition to Retirement "I'd like to say that I got to where I am by lots of self reflection and and and that kind of thing, but it's not true. I really fell into it. But I kept sort of trying to figure out what was next for me. And I was also clear on what I didn't want to do. I knew some people who had sold companies and made some money, and many of them manage their money and got into business, either as consultants or advisors.

What's the future of aging - and how could it impact your healthspan and longevity? Lauren Dunning of the Milken Institute shares her insights on this topic and key trends in innovative housing options and technology for older adults. Lauren Dunning joins us from Santa Monica, California. ________________ Bio Lauren Dunning is a director on the Future of Aging team at the Milken Institute, where she develops initiatives and strategic partnerships that advance healthy longevity and financial security across the life course. In her role, Dunning oversees the Future of Aging Advisory Board, a group of global leaders across sectors that provides advisement, expertise, and collaboration to maximize the impact of the Institute's work on aging. Before joining the Milken Institute, Dunning served in key policy leadership roles over ten years at the Los Angeles County Department of Public Health, most recently as the director of Government Affairs. She has written and presented on a variety of issues spanning health and aging, and is an adjunct professor of law at Georgetown University Law Center. Dunning holds a JD from Georgetown University Law Center, a Master of Public Health from Johns Hopkins Bloomberg School of Public Health, and a bachelor's degree from George Washington University. She works at the Milken Institute's Santa Monica office. ______________________ For More on Lauren Dunning Website Milken Insitute Report: Innovative Financing and Care Models to Scale Affordable Housing Solutions for Middle-Income Older Adults _______________________ Podcast Episodes You May Like The Age Tech Revolution – Keren Etkin Thriving in Place – Lisa Cini Where to Retire – Silvia Ascarelli The Mutual Benefits of Intergenerational Volunteering – Atalaya Sergi _______________________ Wise Quotes On Healthspan "We have four major practice areas where we work to promote healthspan, advance integrated care solutions, improve dementia care and accelerate financial longevity preparedness. Now, those four practice areas are kind of a shorthand for where are there opportunities, but how do we overcome challenges associated with them? So just looking at, for example, healthspan. So healthspan is the number of years an individual lives in good health. And normally we compare this to life span and we've seen incredible gains in life span over the past hundred years. And that's an amazing opportunity. More time to enjoy time with our families to contribute, to build, to be part of our society and communities. Those are incredible opportunities. But in order to realize them fully, we have to think about healthspan. We need to get our healthspans to match our lifespans. But healthspans globally, they've lagged, with sources putting that gap up to 10 years. That's a big gap that people might spend living in poorer health than they might want. And we're not quite going in the right direction with that, the health span lifespan gap is actually widening. So we need to reverse this trend...But the thing about healthspan is there's so many levers that people have available to them to work on their healthspan, and to work on their years lived in good health. As a society, we have so many ways to promote health span. And then as individuals, we can look at our chronic disease risk, social engagement and purpose and promoting well being." On Intergenerational Volunteering "Intergenerational connections are good for us. There's important benefits for participants on both sides of the age spectrum, but also for society. And maybe that gets us to another misconception, which is that intergenerational connections or relationships are about just one age group giving to another age group, right? So it's this picture that somebody is giving their time and it's intrinsically tied to volunteerism. There can be intergenerational programs and initiatives that are focused on building intergenerational connect...

There's a lot more to retirement than financial planning. If you're planning for retirement and thinking about how to retire, you'll need to consider both sides of the equation. The new  book by Christine Benz, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, leverages insights from 20 experts on the financial and non-financial aspects of retirement planning. Christine Benz joins us fro the Chicago area. ______________________ Bio Christine Benz is the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. She is Morningstar's Director of Personal Finance, a position she has held since early 2008. In that capacity, she writes and edits a monthly newsletter, Practical Finance, which advises do-it-yourself investors on every aspect of the financial-planning process. She also writes a weekly column, "Improving Your Finances," on Morningstar.com, and was the creator of Morningstar's "The Short Answer" column, which is geared toward investors just starting out. She is widely quoted in the media, including the Wall Street Journal, The New York Times, and MarketWatch, and has been a frequent guest on CNBC, PBS' Nightly Business Report, and Fox Business News. Since joining Morningstar in 1993, Christine has been a central part of Morningstar's effort to deliver quality financial investment information to Morningstar's 6 million-plus clients. As an analyst and editor, she has served as Morningstar's director of mutual fund analysis. Prior to assuming that position, she was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Christine co-authored the company's first book, "The Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success," a national bestseller published by John Wiley & Sons in 2003, and was the lead author of the book's second edition. Christine's book, "Morningstar's 30-Minute Money Solutions," provides readers with the necessary guidance in tackling money challenges and building a comprehensive financial plan in easy-to-manage increments. Christine holds a bachelor's degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign. She lives in the Chicago suburbs with her husband, Greg. She is an avid cook, a political junkie, and a long-suffering Chicago Cubs fan. _____________________ For More on Christine Benz How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement Morningstar _____________________ Podcast Episodes You May Like The Good Life – Marc Schulz, PhD The Power of Reinvention – Joanne Lipman The Retirement Savings Time Bomb – Ed Slott Happier Hour – Cassie Holmes, PhD _____________________ Mentioned in This Podcast Episode The Key Decisions for Retirement Success – Wade Pfau What Are The Keys To A Successful Retirement? Fritz Gilbert Taking Stock – Dr. Jordan Grumet _____________________ Wise Quotes On Purpose in Retirement "Definitely get your in retirement bucket list for keeping yourself entertained and happy. But ideally you would also have some things that are giving you a sense of purpose, some things that you're relaxing from. And I think most of us, even while we're working, have reference points for this, that the vacation that you had after that time when you were really, really busy is just all the sweeter because you feel like you really earned it. And I think the same holds true in retirement, that if you can bring that balance, that sense of your accomplishing things, and it doesn't really matter what it is...It's very individual specific, but just something that is purpose that is not pure relaxation, I think you'll enjoy your relaxation that much more. " On Sabbaticals and Phased Retirement "Laura Carstensen in the book, she's a researcher at Stanford. I love that conversation that she and I had, but I also love her body of research because it's about real human beings.

A lot changes when you retire. That can be daunting, but it also presents valuable opportunities. It gives you a window to recreate a new approach to life now that you'll have the time and freedom to pursue what you'd like to do. Teresa Amabile, co-author of the new book Retiring: Creating a Life That Works for You, joins us to discuss the key lessons from over 200 interviews with 120 people and their experiences in retiring. Teresa Amabile joins us from Massachusetts. _____________________ Bio Teresa Amabile is the Edsel Bryant Ford Professor of Business Administration, Emerita and a Director of Research at Harvard Business School. Originally educated as a chemist, Teresa received her doctorate in psychology from Stanford University. She studies how everyday life inside organizations can influence people and their performance. Teresa's research encompasses creativity, productivity, innovation, and inner work life - the confluence of emotions, perceptions, and motivation that people experience as they react to events at work. Teresa's work has earned several awards: the Lifetime Achievement Award from the Academy of Management's OB Division (2018); the Distinguished Scholar Award from the Society for Personality and Social Psychology (2017); the Lifetime Achievement Award from the Israel Organizational Behavior Conference (2018); the Center for Creative Leadership Best Paper Award (in Leadership Quarterly) (2005); and the Torrance Award from the National Association for Gifted Children (1998). In 2020, she was named one of the top 50 scholars, by citation count, in business/management (PLOS Biology). She has presented her theories, research results, and practical implications to various groups in business, government, and education, including Apple, IDEO, Procter & Gamble, Roche Pharma, Genentech, TEDx Atlanta, the Society for Human Resource Management, Pfizer, and the World Economic Forum. In addition to participating in various executive programs at Harvard Business School, she created the MBA course Managing for Creativity, and has taught several courses to first-year MBA students. Teresa was the host/instructor of Against All Odds: Inside Statistics, a 26-part instructional series originally produced for broadcast on PBS. She was a director of Seaman Corporation for 25 years, and has served on the boards of other organizations. Teresa's discoveries appear in her book, The Progress Principle: Using Small Wins to Ignite Joy, Engagement, and Creativity at Work. The book, based on research into nearly 12,000 daily diary entries from over 200 professionals inside organizations, illuminates how everyday events at work can impact employee engagement and creative productivity. Published in August 2011 by Harvard Business Review Press, the book is co-authored with Teresa's husband and collaborator, Steven Kramer, Ph.D. Her other books include Creativity in Context and Growing Up Creative. Teresa has published over 100 scholarly articles and chapters, in outlets including top journals in psychology (such as Journal of Personality and Social Psychology and American Psychologist) and in management (Administrative Science Quarterly, Academy of Management Journal). She is also the author of The Work Preference Inventory and KEYS to Creativity and Innovation. Teresa has used insights from her research in working with various groups in business, government, and education, including Procter & Gamble, Novartis International AG, Motorola, IDEO, and the Creative Education Foundation. ___________________ For More on Teresa Amabile Retiring: Creating a Life That Works for You  by Teresa M. Amabile , Lotte Bailyn, Marcy Crary , Douglas T. Hall  and Kathy E. Kram ___________________ Podcast Episodes You May Like Edit Your Life – Elisabeth Sharp McKetta The Balancing Act in Retirement – Stew Friedman Retirement Rookies – Stephen & Karen Kreider Yoder

It's time to look back at our best podcast conversations from earlier this year. We've covered smart moves you can make to optimize your physical and cognitive health and longevity; how a Life Calculator can give you a wake up call and stop you from procrastinating, and why more people are rejecting the idea of a traditional retirement - and choosing their own adventure. We also explored why our retirement system in the US needs an overhaul; how you can make today your last bad day; how social connections affect your health - and what you can do about it. Listen in for insights to help you retire smarter. Want to listen it any of of the full conversations? How Not to Age –Dr. Michael Greger  Live Like You Mean It - Jodi Wellman Why We Remember - Charan Ranganath Unretired - Mark Walton My Last Bad Day - Michael O'Brien The Uncertainty of Retirement in the New Economy - Teresa Ghilarducci The Laws of Connection - David Robson ______________________ Other Best Of Episodes You May Like Best of 2024-Part One Best of The Retirement Wisdom Podcast 2023 – Part Two The Very Best of 2022 The Best of 2021 – Retirement Wisdom _______________________ 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 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 the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. He's an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.4 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference.

What constitutes a good life? Marc Schulz, co-author of The Good Life: Lessons from the World's Longest Scientific Study of Happiness, highlights useful insights from the Harvard Study of Adult Development, which has been running for over eight decades. You'll hear advice you can use in building your good life. Marc Schulz joins us from Bryn Mawr, Pennsylvania. _____________________ Bio Marc Schulz is the associate director of the Harvard Study of Adult Development and the Sue Kardas PhD 1971 Chair in Psychology at Bryn Mawr College. He also directs the Data Science Program and previously chaired the psychology department and Clinical Developmental Psychology PhD program at Bryn Mawr. Dr. Schulz received his BA from Amherst College and his PhD in clinical psychology from the University of California at Berkeley. He is a practicing therapist with postdoctoral training in health and clinical psychology at Harvard Medical School. ______________________ For More on Marc Schulz The Good Life: Lessons from the World's Longest Scientific Study of Happiness ______________________ Podcast Episodes You May Like Retire Happy – Dr. Catherine Sanderson Happier Hour – Cassie Holmes, PhD Edit Your Life – Elisabeth Sharp McKetta The Mindful Body – Ellen Langer _______________________ Wise Quotes On Relationships and Well-Being "One is a finding that should be familiar to many of your listeners. We really want to take care of our body like we're going to be in it for a long time. Let's shoot for 100 years. And what does that mean? That means that we want to move our body. Exercise is good for us. We want to avoid smoking. We want to moderate our drinking of alcohol. And we also want to, particularly as we age, to go to doctors and make sure that we're getting treatments that are important to maintain our health, because many of us develop different kinds of challenges as we get older, physical and medical challenges that are important to take care of. The study also has made important contributions to recognizing that stuff happens to all of us, that very few lives happen without adversity, and how we meet adversity, and particularly the feelings and emotions that adversity tends to engender, are really important for our health and our well -being. But the big finding, and this is the finding that we talk about most in our book, The Good Life, is that it's very clear across this 86 years of research, and hundreds of papers, that the most important predictor of health and happiness throughout the lifespan is the quality of our relationships with others. How connected we are, how much we can rely on other support, and how much we're able to do that are really key predictors of how happy we'll be and how healthy we will be. And it's all kinds of relationships. It's not just the person who you may have been lucky enough to spend a good portion of your time with. So it's not just our marital partners or our intimate partners, it's friends, neighbors, people we work with, people in our communities, it's all types of relationships that matter." On Social Fitness "So we talk about this idea of social fitness as being really important. Obviously, it's a metaphor like physical fitness and some of the lessons about physical fitness apply here. We want to, first of all, assess where we are, and to be thoughtful about where we are. And this comes from our research when we interviewed people, for example, in their 80s and we asked if they had regrets. Most of the regrets that people had had to do with losses in relationships. People that they had been friendly with, that they lost touch with, people who maybe they hadn't been as kind to as they wish they had. And this could be the person that they were married to. It could be children. It could be people they worked with. But people talked about remorse and regret around not building and sustaining relationships over life.

What's that sound? Our guest today explains that it's the retirement savings bomb ticking louder. Listen in and get smarter about RMDs, Roth IRAs - and the tax bomb that's ticking louder for you. Ed Slott joins us from New York. _______________________ Bio Ed Slott is the author of The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings and Ignite Your Financial Freedom. Ed is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” As president and founder of Ed Slott and Company, LLC, the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides: Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and 2. Answers to retirement savers' most important questions, continually providing practical, easy-to- understand information on IRA, retirement, tax and financial planning topics. Mr. Slott is a Professor of Practice at The American College of Financial Services and regularly presents on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs and attorneys, including virtual events drawing thousands of attendees nationwide. He has provided topical keynote presentations for leading financial membership organizations, including the Financial Planning Association, National Association of Personal Financial Advisors, Estate Planning Councils and the American Institute of Certified Public Accountants, as well as leading corporate financial firms coast-to-coast. Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott's Retirement Decisions Guide: 2021 Edition (IRAHelp, 2021) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2021) with The New Retirement Savings Time Bomb (Penguin Random House, 2021). He also hosts the popular website irahelp.com as a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers. As the go-to resource for media on timely insight on breaking news as it relates to retirement and tax planning laws and strategies, Mr. Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor's Business Daily and numerous additional national magazines and financial publications. He provides a monthly Q&A column to AARP and is also a contributing columnist and media resource to Financial Planning, Financial Advisor and Investment News magazines. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX , FOXBUSINESS, NPR, Bloomberg and Morningstar. ______________________ For More on Ed Slott Website  The Retirement Savings Time Bomb Ticks Louder ______________________ Podcast Episodes You May Like An Economist's Take on Retirement Planning – Larry Kotlikoff The Balancing Act in Retirement – Stew Friedman Retire Happy – Dr. Catherine Sanderson Independence Day – Steve Lopez _______________________ Wise Quotes On The Retirement Savings Tax Bomb "I think it's reaching a point where in my latest book, I call it The Retirement Savings Time Bomb Ticks Louder, in big letters, because I'm worried this ticking tax time bomb, if you can say that three times fast. The ticking tax time bomb you asked me about is simply the tax bill growing inside your I...

Make no mistake. There's a lot you can't control about your retirement. The economy. The markets. That neighbor. But there is something you can control that will make a big difference in your quality of life. Your mindset. Michael O'Brien shares his compelling story and how he learned how to prevent bad moments from turning into bad days. Michael O'Brien joins us from the Garden State of New Jersey. _______________________ Bio Michael O'Brien is President and Founder of Peloton Coaching and Consulting. As a certified executive coach, he has advised, motivated, and inspired Fortune 500 executives, entrepreneurs, and other difference-makers at organizations like Brother International and Johnson and Johnson. He also serves as a mentor and volunteer with organizations that promote professional growth, such as the Healthcare Businesswomen's Association and James Madison University's College of Business. Before starting Peloton Coaching and Consulting, he was a healthcare sales and marketing executive and received his marketing degree from James Madison University. He lives in New Jersey with his wife and two daughters. Michael is the author of two books, his inspiring memoir: Shift: Creating Better Tomorrows: Winning at Work and in Life and the companion work, My Last Bad Day Shift: How to Prevent Bad Moments from Turning into Bad Days: a practical and powerful guide to lead a life free of bad days. ________________________ For More on Michael O'Brien Shift: Creating Better Tomorrows: Winning at Work and in Life My Last Bad Day Shift: How to Prevent Bad Moments from Turning into Bad Days Website ________________________ Podcast Episodes You May Like Self-Compassion – Dr. Kristin Neff The Mindful Body – Ellen Langer Living Like You Mean It – Jodi Wellman Taking Stock – Dr. Jordan Grumet _______________________ Wise Quotes On His Last Bad Day "But as I went through my recovery, I tried to put up this good front, like, Okay, we're going to make it. But I wasn't believing any of my hype. A mentor came to me and said, Hey, listen, everything in your life is neutral until you label it. You get to look at this any way you want to. And so then I started to realize, Okay, well, we're all living moments. Every day is filled with a whole bunch of moments. And if I have people in my life who I love and love me back, then I can't call a full day a bad one. That's why I came back to call my, that accident day, my last bad day. I've had definitely bad moments since then, but I still have a lot of love in my life. So I can't call a full day a bad one. But I also knew this, that I had to find a way to ground myself because my recovery felt so overwhelming. I had to figure out, much like in sports, how to slow the game down. Everything was just coming at me, much like life today. And I just knew I had to slow things down a bit to create some space so I could be thoughtful and intentional about how I wanted to go forward." On Who You Surround Yourself With "I think it's very important to surround yourself with people who bring out the best in you. And I think this is a big thing because for a lot of us men, especially as we think about retirement, a lot of our relationships are work relationships that we think those guys are our friends, but they're really our colleagues. And some of them are friends, and they'll stay friends for a while. And I think it's very important to surround yourself with people who bring out the best in you. But it's a minority of the relationships we have, maybe on one hand or both hands. So as we go into this next phase of our lives, into retirement, men or women, it's good to have people around you who can bring out the best in you, to help maybe clarify things when you get stuck or challenge you so you can be the best you can be - or to be there in celebration or to be there for a crisis or some type of comfort.

Retiring right requires a smart strategy. And if you didn't get started early in your retirement planning, the second best time to start is now. Rick Atkinson, Founder & President of RA Retirement Advisors in Toronto, shares his insights and advice. ___________________________ It's Back to School time. Here's your reading list to peruse: Best Books on Retirement ___________________________ Bio Rick Atkinson is Founder & President of RA Retirement Advisors specializing in retirement planning. For over 15 years, Rick has been helping people live their ideal retirement. As a human resources management specialist with over 30 years' experience in industry and government service, Rick honed his understanding of what is required to lead a satisfying life after work. He then transferred this to writing and speaking about retirement planning and facilitating workshops and coaching. He is the author of five books including Don't Just Retire – Live It, Love It! and Strategies for Retiring Right! Rick has written lead stories for well-known journals, as well as stories for various daily Canadian newspapers, and has appeared on Canadian radio and TV. Rick is an acclaimed speaker on holistic retirement planning appearing at groups from 10 to 300. He has spoken at conferences and service groups across Canada, and facilitates workshops and webinars for companies, cities, government agencies and religious organizations and service clubs. Rick has an MBA from York University and a Bachelor of Commerce from the University of British Columbia. He is also a CHRP (Certified Human Resources Professional); CMC (Certified Management Consultant); Advanced Level, Ontario Society of Training & Development. Recently made a Fellow of Distinguished Financial Services (FDFS) for his service as an influential thought leader. As a point of pride and growth, for 10 years, Rick travelled extensively to Canada's Arctic as a CESO (Canadian Executive Service Organization) volunteer advisor to mentor Inuit supervisors and managers, and to impart his human resources knowledge and insights. Rick's volunteering was part of the Government of Nunavut's Initiative Program. ___________________________ For More on Rick Atkinson Books Website ___________________________ Podcast Episodes You May Like Design Your Life and Get Unstuck – Dave Evans Retire Happy – Dr. Catherine Sanderson Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland Ready to ROAR? – Michael Clinton ____________________________ Wise Quotes On Deciding When to Retire "So I think this whole piece of work stress for some, but for some others, what I found is that they have a feeling of unfulfillness -  that work is holding them back, that they've got things that they want to pursue, a passion project. They want to start a business,. They want to do extensive traveling. But there are others that, and I've had this myself, people saying, Why aren't you retired? You're X years old. Why are you still working? I met a couple and the wife had said to the husband, I didn't sign up for this. He just told me he's not going to retire. I thought we would have time together. There's another situation that says, is this the right time? I've met many people who have sat down with their financial advisor and the financial advisor had said, You know what, you got enough money to keep you going well into your 90s. And they walk out of the office and say, Hey, maybe that's it." On Mistakes to Avoid in Planning for Retirement "Oh, there's a whole myriad of things that you need time to think about these and plan for them rather than just the day you retire. Another mistake that I find that people make is that they concentrate so much on the money. The recession in 2008 devastated a whole bunch of folks and their retirement monies. And to my mind, it's not the money that you amass,

Time to take charge of your future? Design Your New Life in Retirement ________________________ Transitioning to retirement comes with challenges. And what if you love the work you're retiring from? That makes it harder. Our guest today, Cathy Bishop-Clark shares her experiences in transitioning to retirement - and why you'll want to have a retirement mentor. Cathy Bishop-Clark joins us from Ohio. ________________________ Bio Cathy Bishop-Clark recently retired after a 34-year career at Miami University of Ohio. She finished her career as Associate Provost of Miami's regional campuses.  and Dean of the College of Liberal Arts and Applied Sciences. Prior to her Dean position, she was a professor in the Computer and Information Technology Department, a Department Chair, Assistant Dean and Associate Dean. She has a bachelor's degree in Computer Science, an M.S. in Quantitative Analysis and a doctorate in Educational Foundations.  Over a period of 34 years she taught a variety of computing classes and she has published over 40 articles and a book, most of which related to the scholarship of teaching and learning. She enjoys exercise and new adventures including hiking, kayaking, camping bicycling, learning new things, and traveling.  A couple years ago she rode her bicycle across America. She and her husband (who was a third grade teacher) have two adult daughters and a son-in-law. Cathy and her husband both retired a year ago.  While her husband has excelled at retirement, Cathy has found the transition more difficult.  To help her learn about that transition she took Joe Casey's group program, intensely studied retirement and taught a course on the topic of retirement this past Spring. ________________________ Mentioned in This Episode Riley Moynes Andy Robin Barbara O'Neill ________________________ Podcast Episodes You May Like If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver The Power of Reinvention – Joanne Lipman Live Life in Crescendo – Cynthia Covey Haller _________________________ Wise Quotes  On Having a Retirement Mentor "...and he talked about one thing that really resonated with me that I have paid attention to - and that is having a retirement mentor. You don't think about that right? Everybody thinks about having a work mentor. We have mentors at work and I had  done this in a way before I retired. I invited people who had retired to lunch and I said Okay what do I need to know about retirement? But the thing is everybody's retirement journey is so different and so some would say things like There's nothing to know about retirement. It's it's so easy and it's so great and there's nothing to learn. And other people would say Well, you know I struggled a lot with the schedule." And so interestingly, my retirement mentor has been the same career mentor that I had and she retired about five years ahead of me. I admire what she has done and so I continue to use her as my retirement mentor." On Trying New Things "So first for about a year a half, you just have a great big honeymoon. It's just fun, fun, fun, fun, fun. And then you start looking at different things to do. And then you start feeling a loss. Well, I think I simultaneously, like on day one, jumped in on all three things simultaneously. So I did vacation, in fact, and since we retired in May, I've been on nine different trips and I've been to Colorado many times, that's where my daughters are, Norway, Michigan, New York, Galapagos Islands. So we did lots of honeymooning and vacation. And then at the same time, I did a lot of experimentation. I took some new classes through a retirement group. I explored some new things, with my husband, we explored some new faith communities. We hired a personal trainer. I got into yoga. I started to deeply understand our financial planning. I had known it as a superficial level.

Check our Best Books for Retirement ________________________ Have you considered phased retirement? Most working people dream about that day when they'll ride off into the sunset and into retirement. But a full stop retirement isn't for everyone. It can make the transition to retirement quite challenging. Many people are choosing insread to glide into retirement. Phased retirement is trending as a way to gradually retire, on your own terms. It's essential a flexible work arrangement. Our guest today is Jennifer Barnes, a CEO, who shares her experiences with phased retirement in her company. Jennifer Barnes joins us from San Diego. ________________________ Bio Jennifer Barnes, CEO of Optima Office, graduated with a Finance and Marketing degree from the University of Arizona, earned an MBA from San Diego State University, and completed the Becker CPA coursework. She spent 15 years as a Controller for numerous companies and non-profits throughout San Diego before starting her first company in 2012, which was the 5th fastest-growing company in San Diego in 2016 and made the Inc 5000 in 2017 and 2018. Jennifer has won numerous awards as the CEO of the two companies she founded. Her favorite is the best place to work because having high retention and happy staff is what drives her. Both of her companies have made it into the Inc 5000 and SDBJ's fastest-growing companies list. Between 2021-2023, Jennifer was named Woman of the Year by SDBJ, received the top corporate citizen award, made it in SD's top 500 most influential leaders, and the top 50 Women of Influence in Accounting and Finance for two years in a row. She was also recognized as a finalist for the Entrepreneur of The Year 2024 Pacific Southwest program. Jennifer has sat on many boards in her career and currently sits on the board of The Better Business Bureau, NuFund Venture Group (formerly Tech Coast Angels), Junior Achievement, and a publicly traded company, Presidio Property Trust (SQFT). She volunteers her time at SDSU and the REC at Miramar College by participating in mentor programs and as a judge in various student competitions. She is currently a member of Rotary 33, Vistage International, Entrepreneurs Organization (EO), Young Executives Council, and Social Venture Partners. ______________________ For More on Jennifer Barnes Company Website Fortune Article: I'm a CEO and 12 of my employees are in ‘flextirement.' With boomers opting not to retire, the arrangement will become more common _______________________ Podcast Episodes You May Like  Is Your Company Ready for the Aging Workforce? – Paul Rupert Unretired – Mark S. Walton _______________________ Mentioned in This Episode Poem - The Summer Day by Mary Oliver _______________________ Wise Quotes  On Why Phased Retirement Works  "What's interesting, Joe, is that at Optima, we've always had a flexible work environment and we didn't really think about it as flex retirement because we've always allowed employees to work whatever hours made sense for them. But as we looked at our workforce, we realized that many of our employees are over 50, some over 60 and some are even 70 and over. And what we find with these employees is they have a wealth of knowledge. They are so experienced, they've worked in so many different industries, and they can really add a ton of value to our clients. And so if we can capture these people's attention and get them to work with us on hours that make sense for them, whether it's 16 hours a week or 30 hours a week or somewhere in between, it is incredibly efficient. It is such a huge value add to our clients. The employees themselves really get a chance to work for different companies and not fully retire but still be engaged and many of them say, keeps them young." On Leading a Team with Flexible Retirement "When we're on, we're on. And so when you're billing clients and you're working on an hourly basis to help peop...

The early registration discount for Design Your Life in Retirement ends on August 15th. Register here ______________________ If you're pondering early retirement, have you considered another option? For some people a sabbatical offers an an opportunity to recharge, reflect and to experience a new adventure. Steve Hoffman's book A Season for That details the experience of an extended leave with his family in a winemaking village in France. It may inspire you to imagine what a sabbatical experience may do for you. While your vision for a sabbatical may be quite different, you'll be interested in hearing what he learned from it - and how it's shaping his ideas about retirement. Steve Hoffman joins us from Minnesota. _______________________ Mentioned in This Episode The Sabbatical Project | Inspiration for the Experience of a Lifetime _______________________ Bio Steve Hoffman is a Minnesota tax preparer and food writer. When he dies, the tax-preparer-food-writer industry will die with him. He is a French speaker and shameless Francophile. His writing has won multiple awards, including the 2019 James Beard M.F.K. Fisher Distinguished Writing Award. He has been published in Food & Wine, The Washington Post, The Minneapolis Star Tribune, and Artful Living magazine. His first book, A Season for That: Lost and Found in the Other Southern France, published in July 2024, edited by Francis Lam. It is the story of his family's gradual (then precipitous) acceptance into a tiny winemaking village, of his bottom-up education in Mediterranean food and wine, and of a hard-won self-acceptance in mid-life. Hoffman shares one acre on Turtle Lake, in Shoreview, Minnesota, with his wife, Mary Jo, their elderly and entitled puggle, Jack, roughly 80,000 honeybees, and a nesting pair of sandhill cranes who summer in the back yard. _______________________ For More on Steve Hoffman A Season for That: Lost and Found in the Other Southern France Website _______________________ Podcast Episodes You May Like Edit Your Life – Elisabeth Sharp McKetta Practicing Retirement STILL – Mary Jo Hoffman Inward Traveler – Francine Toder PhD _______________________ Wise Quotes On Investments for Retirement "I would wish on behalf of my clients that they started spending their money a little bit earlier in a lot of cases. Money is a means not an end. It's very easy to slide that over into the 401k and you're watching that grow and it seems as if you're accomplishing something that's more or less automated. And there can be a form of losing sight of other important things that are really also investments, if you think about family, if you think about friendships, and if you think about skills that are outside of work. Those are investments too, and they have an ROI, and they pay off later and they require a certain amount of deferred gratification, but they're in many ways as important. But I do think that those other things are more intangible, they're harder to put a price tag on." On Seasons of Life "And when you live in wine country you realize not every vintage is better than the last vintages. There are good vintages and bad vintages, but they come around every single year, and you live your life there by saying, Okay, this is the season for the harvest, this is all we do right now, this is what this part of the world is offering us, and we have no choice but to do this because this is what the season tells us we need to do. And if that leads to a bad vintage, that's okay, you did your best. And then that same harvest is going to come around next year, and you're going to give it another effort. So I just found it a really refreshing way of looking at life. And then there is an additional element to that which is that there are sort of seasons of the year, but then there are seasons of a life. And there are times when you need to be a parent, and you can't do other things that you might like to...

Do you have your affairs in order? There's a lot to consider with something that is often put off: End-of-Life Planning. Attorney Adam Zuckerman, founder of Buried in Work, a website with resources to simplify estate planning and end-0f life planning tasks. Adam joins us to discuss the steps you should take, the differences between wills and trusts, how assets are distributed and more. Adam Zuckerman joins us from Maryland. ______________________ Bio Adam Zuckerman is an experienced attorney and the founder of Buried in Work. His platform focuses on making estate planning accessible and comprehensive for everyone. Adam's personal experiences and professional expertise make him a visionary in transforming how we think about securing our legacies. Formerly, he was Director, Ventures & Innovation at Discovery, Inc. His role was often described as the company's global intrapreneur and futurist,responsible for identifying new technologies for implementation, investing in startups, and serving as the primary contact for startups. Adam earned his BA in Political Science, and his JD, and MBA from Washington, University in St. Louis. _____________________ For More on Adam Zuckerman Website - Buried in Work.com _____________________ Podcast Episodes  You May Like Living Like You Mean It – Jodi Wellman Ride or Die – Jarie Bolander On My Way Back to You – Sarah Cart ____________________ Mentioned in This Episode In Memoriam - Bob Newhart _____________________ Wise Quotes On Estate Planning "Using the legal background and my business background, I was executor. My Mom's still around. I hopped in and started taking very diligent notes of everything that I was doing to transition the estate. When I met with my Mom's financial planner to show her everything I had done and I was literally, this is the reason why I called this company Buried in Work. This is the form that I filled out. She said it was the most comprehensive transition she's ever seen in her life and I had to give it away. We created a website. We thought it would just be a small site that had a few tips and tricks to help people in a similar situation. What we found was very surprising. In under a week, we had over 10,000 visits to the website and since then it has turned into an online repository for do-it-yourselfers and for people that are seeking guided approach and help for end of life products, for estate tips, for simplification of that entire process. Buried in Work came out of an experience and is helping a lot of people. Most people think that having a will or having a trust is estate planning, and that is a very comprehensive component to it. It's a foundational component to it, but the reality is, it is so much more than that. Comprehensive estate planning really means that you have to have your family members, your heirs, your loved ones in a position to step in, in the event that you are incapacitated. It leads up to everything. They have to have advanced directives in place to know where they are, because the reality is that after you pass away, the estate takes on average in America 570 hours to administer, and that's a lot of time that most people don't have. So what comprehensive estate planning really means is positioning everyone to have the information and the resources they need, so when things do get tough and complicated, they aren't figuring things out for the first time." On Getting Organized "Our recommendation is first of all, get organized. Figure out what you want to do. Get all your documents in place because that is an important step in the process. In step three, you have to tell those individuals who are going to be impacted and the key people in your life. Because if you have these documents in place and they don't know where to go and look, then it's as if they don't exist at all. " _______________________ About Retirement Wisdom I help people who are retiring,