Podcast appearances and mentions of anna rappaport

Last call… Design Your New Life in Retirement New Groups start on Thursday 1/22 & Friday 1/23. Join us…and design your next chapter. Learn more and sign up here _________________________ Bio For decades, Anna Rappaport has studied how people actually transition out of full-time work—not in theory, but in real life. And what she's learned may challenge how you’re thinking about retirement. Anna Rappaport hasn’t just studied retirement—she’s been living a phased retirement for three decades and is still going strong at 85. As a former Society of Actuaries President and one of the profession’s most published and respected retirement experts, she has insights you’ll want to hear. So, today, we're focusing on phased retirement, but not as an HR policy. We're talking about it as a life strategy—one that blends purpose, flexibility, and relationships. Anna introduces a powerful framework she calls the Life Portfolio—Health, People, Pursuits, and Places—and explains why money alone is never enough for a fulfilling next chapter. If you’re wondering Who will I be when I retire?, this conversation is for you. Anna Rappaport joins us from Chicago. ________________________ Bio Anna Rappaport is the founder and president of Anna Rappaport Consulting. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. She is a phased retiree and is passionate about women's retirement security. Anna is a past-President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks and its Aging and Retirement Research Initiative Steering Committee. Anna spent 28 years with Mercer as an employee benefit consultant, before she founded her own firm, Anna Rappaport Consulting, after leaving Mercer. _________________________ For More on Anna Rappaport LinkedIn A Conversation With Anna Rappaport & Steve Siegel: Solo-Agers Disconnect Thinking About the Future of Retirement _________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Portfolio Life – Christina Wallace Is Your Company Ready for the Aging Workforce? – Paul Rupert _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. __________________________ Wise Quotes On The Portfolio You’re Ignoring “The Life Portfolio assumes that the individual has enough money. So this is on top of money—it’s not instead of money. That’s really important. The four quadrants are: Health, Pursuits, People, and Places. If you’re not in good health, nothing else matters. But pursuits—the things that give you a sense of purpose in your life—that’s critically important. And here’s the key: you need a portfolio of them, not just one or two. Because you can always lose one or two. If your pursuit is playing tennis, you might not be able to play tennis anymore. If it’s work, it might disappear. So people should try to do a few things, see what they like, zero in on it, but not be limited to one thing.” On The Reboot, Rewire, Retire Concept “Rather than saying ‘Okay, I’m done with work, I’m going to play golf all the time,’ Reboot is thinking about this life portfolio. What can I do that brings value to my life? We went around the table asking what people were most concerned about regarding retirement. The biggest issue wasn’t money, wasn’t health, wasn’t caregiving—it was ‘who am I going to be when I’m not who I was anymore?’ That was a real wake-up. Rewire is getting ready—building new skills, keeping up your contacts, maintaining your skills. Those are critical things.” On Preparing for Phased Retirement “The preparation you should do is not when you’re ready for phased retirement—it should be way before that. Think about career planning where you’re always focusing on how you’re creating value. You need to have ways of creating value. If you have a good relationship with your employer, you can work something out. I was probably the most published and well-known retirement person in my firm at Mercer. You need credibility. Learn to use their words, not ours—if I’m talking actuarialese to my client, they’re like ‘what?’ But if I’ve translated that to their language, it’s a lot better.” On Identifying Where You Add Value “I think the big benefit for employees is that they have much more satisfying lives. There are also a lot of people who they get near what like the traditional retirement ages and they want to spend more time with their grandchildren. They want to take more vacations. They want to pursue a hobby, but they don’t just want to say, my work life is over. And it gives them a variety of options. So I think there’s a lot of benefit. It’s really a way of this gradually changing pursuits. And it may involve money and it might not involve making more money. But it does involve value. Now there can be, and we had a Society of Actuaries essay on employees and both, we’ve discussed the value a number of times. We’ve also discussed the routes to phased retirement because it’s not an easy deal that just automatically happens. Not usually. For employers, it’s a different thing. Depending on the kind of employer and the kind of job that people have, it lets them keep value that people have contributed. And what I want to say is that if we look at employees, and of course it varies by type of employment, there’s firm-specific human capital and there’s general human capital. And for example, if you were a currency trader, you could probably move into one job to another in two minutes. But Joe, you were a human resource director, and you had years and years of history, a lot of firm-specific human capital. What we have not done a good job of, and this is a speech I’ve been making for 25 years, probably maybe 30, is identifying what are the things that you contribute, that you really contribute value. It might be that 10% or 20% of your job, you’re doing something where you’re contributing a lot of value. And what I think is really important is for the employee to figure out how they can contribute a lot of value and the employer to figure out, and for them to reach a meeting of the minds.”

At 85, Anna Rappaport continues to defy expectations of aging. Once uncertain about her relevance, she went on to earn five lifetime achievement awards, including Trailblazers in Actuarial Science. Beyond her groundbreaking work in retirement research and policy, Anna embraces new chapters with creativity and purpose. After decades of balancing career, caregiving, and family, Anna rebuilt her life following her husband's death, moving to The Admiral at the Lake in Chicago. There she discovered the joys of “families of choice,” balcony gardens, and vibrant community life. Anna is also a passionate urban sketcher—an art form she has practiced since the 1960s—with the goal of one day seeing her work in a museum. She sells her art to benefit charities, advocates for solo agers and people with disabilities, and is writing a book on “how I'm aging well.” Her story is a testament to resilience, reinvention, and the power of pursuing passions no matter the limits. I have to use every minute of every day; I'm not sure how many minutes I have left. - Anna Rappaport Connect with Anna: Email: anna.rappaport@gmail.com Website: Anna Rappaport Consulting | Strategies for a Secure Retirement ---- Thanks to this episode's sponsor: PRODUCTION PLUS From custom-printed graphics and scenic designs to event rentals, Production Plus makes any event a visual masterpiece. To truly engage your attendees and make a lasting impact, add a touch of custom flair. Your business meeting, product launch or gala event deserves to be extraordinary. Visit productionplus.com to learn more. Meet This Month's Podcast CollaboratorWendy Green, host of Boomer Banter, Real Talk About Aging Well. https://heyboomer.biz/podcast/. Women Over 70 is a member of The Age-Wise Collective, comprised of ten women-led podcasts that are redefining the narrative around aging. We empower adults 50+ with authentic stories, expert insights, and inspiring voices.

In this episode of The Rainmaking Podcast, host Scott Love speaks with Anna Rappaport, business development strategist and legal industry expert, about how lawyers and professionals can create a sustainable rainmaking strategy. Anna emphasizes that business development isn't about quick wins—it's about building long-term habits that generate consistent client opportunities. She explains that many professionals struggle with rainmaking because they approach it as a task rather than an ongoing practice. By shifting to a strategic, relationship-focused mindset, professionals can create a steady pipeline of new business while avoiding burnout. Key topics include how to develop a repeatable business development routine, the importance of balancing proactive outreach with deepening existing client relationships, and why focusing on ideal clients leads to better long-term results. Anna also shares insights on how to track business development progress, the role of thought leadership in building credibility, and why professionals should prioritize meaningful conversations over high-volume networking. Additionally, she discusses how firms can support attorneys in their rainmaking efforts by fostering a culture of business development. This episode provides practical, actionable strategies for professionals looking to develop a long-term, sustainable approach to rainmaking. ---------------------------------------- This show is sponsored by Leopard Solutions Legal Intelligence Suite of products, Firmscape, and Leopard BI. Push ahead of the pack with the power of Leopard. For a free demo, visit this link: https://www.leopardsolutions.com/index.php/request-a-demo/ ---------------------------------------- Anna Rappaport, JD, is the founder of Excelleration Coaching. She is a former lawyer with 25 years of experience coaching individual lawyers on career strategy, making partner, lateral moves and business development. Her work with law firms and practice groups includes strategic planning, teamwork and communication. Anna publishes regularly in the ABA's Law Practice Today and other bar publications, and speaks around the country on various career and business development topics. She is a member of the Maryland and Washington, D.C. bars. Anna is also a former Tango dancer and snow-boarding instructor, both of which have surprising relevance for business communications.   Anna supports lawyers to thrive in all aspects of their careers. See here for more information. For more information specifically about Anna's approach to Business Development for Lawyers, see here. If you would like to schedule a free-30 30-minute consultation with Anna, you can do so here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, on the Hudson Mohawk Magazine, First, Mark Dunlea reports on the New York State Budget Hearing. Then, Willie Terry brings us the third part of his coverage of the Capital Region Nurses Townhall Meeting. Later on, Blaise Bryant brings us another episode of Disability Trivia with comedian James King. After that, H Bosh Jr. interviews Cheryl Kates about the criminal justice system on another installment of the TripleEs. Finally, Brea Barthel talks to Anna Rappaport about upcoming events at New York Folklore.

Greetings Listeners!  Welcome to Episode 3 of our 75th Anniversary podcast series  - “The First 50.”    Listen to Anna Rappaport, FSA, President of Anna Rappaport Consulting and the 49th President of the Society of Actuaries (1997-98), as she shares her inspiring journey in the actuarial profession, detailing the obstacles she surmounted since beginning her career in 1958.   Send us your feedback at ResearchInsights@soa.org

It's that time again! Time for another episode of the Society of Actuaries Research Insights Podcast!  We have a great Research Insights Podcast Classic which aligns to April observances:  Financial Literacy month and Earth Day. We searched through our archive for a podcast that intersects these two observances and came up with “Climate Change and Other Impacts on Retirement” which was first published on October 25, 2021.  Hear guests Max Rudolph and Anna Rappaport talk about how climate risks can impact our savings planning for retirement.  Enjoy this Research Insights Podcast Classic!   rRead the essay collection here:  https://www.soa.org/resources/research-reports/2023/impact-climate-chg-risk-ret/ 

Anna Rappaport, JD, PCC, is a former lawyer with 23 years of experience coaching attorneys and 11 years of experience mentoring and training other coaches. As an executive coach, Anna serves as a sounding board, focusing partner, and strategic resource. She assists clients to create strategic, business, and career plans suited to their strengths and preferences; finding the time and energy to implement these plans; and enhancing business communications. Anna has spoken at numerous conferences and provided workshops to law firms both in the U.S. and abroad. She is a contributor to The National Law Review and Law Practice Today. ---------------------------------------- This show is sponsored by Leopard Solutions Legal Intelligence Suite of products, Firmscape, and Leopard BI. Push ahead of the pack with the power of Leopard. For a free demo, visit this link: https://www.leopardsolutions.com/index.php/request-a-demo/ Links: https://www.excellerationcoaching.com/anna-rappaport-lawyer-coach

Anna Rappaport has been researching, writing about, and responding to the changing demographics of our society for over 30 years. With a unique focus on the future of benefits and the implications of an aging workforce. She is widely recognized as an expert in the business, policy and retirement communities and is an award-winning actuary, futurist, executive and trailblazer. For over 30 years, Anna Rappaport has been researching, writing about and shaping responses to the changing demographics of our society. Focusing on the future of benefits and implications of an aging workforce, she is widely recognized in the business, policy and retirement communities. Anna’s article Reboot, Retire, or Rewire caught my eye recently when it was featured by Michael Kitces. In it, she explores what the future of phased retirement looks like and the many different directions that people are moving in, and reminds us that having a balanced “life portfolio” is worthwhile and important.  Today, Anna joins the podcast to talk about why retirement can’t be a permanent vacation, what the future of “traditional” retirement might look like, and what the last 16 years have been like for Anna, who has enjoyed a deeply satisfying phased retirement when she retired in 2004. Show Notes: RetireWithPurpose.com/201 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Listen to Anna Rappaport, FSA, Chair of the SOA’s Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the COVID-19 and Working in Retirement research report. We welcome your questions or comments at researchinsights@soa.org.

Anna Rappaport, J.D, PCC is a former lawyer who has been coaching for over 19 years and helps lawyers overcome both the external and internal obstacles to business development. As a person who used to hate sales herself, Anna understands where many lawyers are coming from and has numerous tools to help them move forward and develop the tools they need to reach their potential. Anna is Co-Chair of the American Bar Association’s (ABA) Lawyer Leadership and Management Committee, on the Leadership Council of the ABA Dispute Resolution Section and is on the faculty of the Leadership Council on Legal Diversity. Anna publishes in Law Practice Today and The National Law Review, and speaks around the country on various career and business development topics. Anna also has extensive international experience having worked in Japan, Thailand and most recently, Turkey. On the personal front, Anna has a loving husband, two wonderful step sons, and a dog Ginger. She is also a snowboarder and loves tango and swing dancing.   https://www.excellerationcoaching.com/

Listen to Anna Rappaport, FSA, Chair of the SOA’s Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Impact of COVID-19 on Family Dynamics in Retirement research report. We welcome your questions or comments at researchinsights@soa.org.

Listen to Anna Rappaport, FSA, Chair of the SOA’s Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Impact of COVID-19 on Senior Housing and Support Choices research report. We welcome your questions or comments at researchinsights@soa.org.

Listen to Anna Rappaport, FSA, Chair of the SOA’s Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Impact of COVID-19 on Retirement Risks research report. We welcome your questions or comments at researchinsights@soa.org.

Anna Rappaport talks with Adam Martin about how career coaching can help a solo practitioner thrive by finding a specialty and becoming the "go-to" neutral in that area. ambar.org/ResPod

Lynn’s guest is Anna Rappaport, and an internationally recognized consultant, speaker, and author on strategies for a secure retirement and aging workforce issues.  Anna had a 28 year career with Mercer Human Resources Consulting where she was a worldwide partner. She started Anna Rappaport Consulting in 2005. She is a Fellow of the Society of … Continue reading Episode 74 -Creating A Life Portfolio with Anna Rappaport →

Anna Rappaport, J.D, PCC is a former lawyer who has been coaching for over 19 years and helps lawyers overcome both the external and internal obstacles to business development. As a person who used to hate sales herself, Anna understands where many lawyers are coming from and has numerous tools to help them move forward and develop the tools they need to reach their potential. Anna is Co-Chair of the American Bar Association's (ABA) Lawyer Leadership and Management Committee, on the Leadership Council of the ABA Dispute Resolution Section and is on the faculty of the Leadership Council on Legal Diversity. Anna publishes in Law Practice Today and The National Law Review, and speaks around the country on various career and business development topics. Anna also has extensive international experience having worked in Japan, Thailand and most recently, Turkey. On the personal front, Anna has a loving husband, two wonderful step sons, and a dog Ginger. She is also a snowboarder and loves tango and swing dancing.   https://www.excellerationcoaching.com/      

In this first installment in the series, Dale Hall, SOA Managing Director of Research discusses an overview of the Financial Wellness essays with Steve Siegel, SOA Research Actuary and Anna Rappaport, of Anna Rappaport Consulting. Please note, this podcast was recorded via conference call, rather than our higher sound quality digital recording program.

We examine a variety of retirement decisions facing your client. We conclude that the help of an advisor is necessary and we become aware of how different decisions interrelate.

How to help pre- and post-retirement clients stay relevant to the working world and resources for finding jobs later in life, with Anna Rappaport.

We look at planning for the things that can change in retirement. We learn about the spectrum of limitations imposed on the client as they age.