Podcasts about merrill lynch

Worried about market drops in retirement? In this episode, Miguel Gonzalez, CRC, explains how to protect your income, manage withdrawals, and stay on track when volatility hits.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#Cortburg #retirementincome #marketvolatility #marketdownturn #recessionproofretirement #financialplanning #investmentstrategy #retirementplanning #bucketstrategy #withdrawalrate #RothIRA #assetallocation #retirementinvesting #retirementsafety #marketrisk #financialadvisor #protectyourretirement #CortburgSpeaksRetirement #MiguelXGonzalez #stayinvestedWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life  About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

How much have you invested for the financial side of your retirement? How about the non-financial side? Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here. ____________________ Transitions are rarely easy, whether you're leaving your career or any other life chapter that has helped define you. Cassidy Krug knows this firsthand. A 2012 Olympian in diving, she grew up immersed in the sport—coached by her parents, competing at Stanford, and training for years beyond. When she reached her dream of competing at the London Games, she also knew it was time to move on. In this conversation, Cassidy Krug shares the lessons she learned about navigating major life transitions—from sport to career, and from an “all-in” life to an “à la carte” one. She talks candidly about the identity shifts, the uncertainty of new beginnings, and the importance of reflection, interpretation, and community. Her story offers inspiration and practical wisdom for anyone facing their own turning points, especially those contemplating or entering retirement. Cassidy Krug joins us from Los Angeles. _______________________ We Discuss The emotional challenges of retiring from something when you still love what you do Why we tend to cling too long to what we do—and what helps us let go The critical role of interpreting your story, not just reacting to change How asking for help (and informational interviews) opened new doors in her career Creating an “à la carte” life after diving, balancing career, creativity, and relationships The value of curiosity and trying new things—even when you're used to being an expert Why investing in community matters so much after leaving a team or workplace The best advice she received (and what she wishes she had) about embracing change _________________________ Bio  Cassidy Krug is the author of Resurface: A Guide to Navigating Life's Biggest Transitions. She is a former Olympic diver, a writer, and a brand and innovation strategist based in Los Angeles. She graduated from Stanford with an English degree and she won two NCAA diving titles there. ___________________________ For More on Cassidy Krug Resurface: A Guide to Navigating Life's Biggest Transitions Website ____________________________ Podcast Conversations You May Like The Portfolio Life – Christina Wallace Strategic Quitting – Julia Keller Edit Your Life – Elisabeth Sharp McKetta The Skill Set for Life's Transitions – Bruce Feiler _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

8/25/25 - Erik Weir founded Weir Capital Management in San Francisco in 1999 after a successful career at Merrill Lynch and Donaldson, Lufkin, & Jenerette. Weir speaks nationally on topics such as entrepreneurism, film, and goal setting. Under his direction, WCM Global Wealth, LLC. was recognized as one of the fastest-growing businesses in South Carolina two times. His firm WTA has marketed, financed, and produced faith-based films and books, including three New York Times bestsellers. Weir executive produced several films, including Unbroken: Path to Redemption, in conjunction with Universal 1440 Entertainment. One of the most successful and sought-after financial advisors in the country, Erik Weir took the insights and tools he uses and put them into the book “Who's Eating Your Pie? a guidebook to what you need to grow a bigger, sweeter financial pie than you ever thought possible – and how to keep everyone else's fingers out of it! Get the book and learn more about Erik's work at https://erikweir.com/

Referrals are a big part of most freelancer's business, especially comedians and keynote speakers! Here's a quick story about the right and wrong way to go about asking for a referral.   https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/   Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations   Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association   Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations   Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,   Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations   Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.    

Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016. Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee. In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices. Check out Left Brain Investment Research Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)

Inflation is one of the biggest threats to retirement bug it's often overlooked. In this episode, Miguel Gonzalez, CRC, shares how rising costs impact retirees and how to protect your income with smart planning.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#Cortburg #retirementplanning #inflation #retirementincome #costofliving #financialplanning #retirementstrategy #healthcarecosts #purchasingpower #COLA #TIPS #retirementrisks #financialadvisor #SocialSecurity #longtermcare #dividendstocks #investingforretirement #CortburgSpeaksRetirement #MiguelXGonzalez #personalfinanceWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Join Phil Cooke as he interviews Leray Heyne, a visionary CEO and founder of Jesus Christ's CEOs, transforming the Christian Business landscape. https://philcooke.com This powerful conversation explores how Christian Entrepreneurs and business leaders can thrive in today's marketplace, influence culture, and lead with Kingdom values. Learn how to integrate faith and leadership, discover opportunities in the influencer marketplace, and turn your business into a true Kingdom business that impacts lives.  Whether you're an established CEO or just starting your entrepreneurial journey, this episode is packed with wisdom, strategy, and encouragement to help you succeed without compromising your faith. 

Ever wonder what it takes to transform a basement startup into a global payments powerhouse processing over a quarter trillion dollars annually? In this fascinating conversation, Taylor Lauber, CEO of Shift4, reveals the remarkable journey that's taken the company from a small payment processor to an innovative force reimagining commerce across 75 countries worldwide.Taylor's own path to leadership wasn't straightforward. After beginning his career at Merrill Lynch and Blackstone, he initially resisted joining Shift4 despite his teenage connection to founder Jared Isaacman. His skepticism about the sustainability of the payments business model eventually gave way when he recognized that Shift4 wasn't just riding a fintech wave but actively creating their future through strategic innovation and problem-solving. "This was not luck," Taylor explains. "This is a team that can identify opportunities and manufacture success."What sets Shift4 apart in the crowded payments landscape? According to Taylor, it starts with humility – "If we stand still, we will not survive" – coupled with the ambition to tackle problems others avoid. Unlike competitors who choose a single strategy, Shift4 employs a three-pronged approach: building proprietary solutions when necessary, acquiring strategic assets that shouldn't be standalone features, and partnering intelligently where ownership might alienate collaborators. This flexibility has allowed them to serve diverse markets from single-location restaurants to massive enterprises like casinos and stadiums.Taylor offers particularly valuable insights about global expansion opportunities. While integrated payments have reached relative maturity in the United States, international markets remain in the "early innings," with payment experiences often resembling those in the U.S. from 15-20 years ago. This represents an enormous opportunity for companies that can adapt proven solutions to new cultural contexts.Listen now to discover how Shift4 balances innovation with execution, and how Taylor maintains his own equilibrium between leading a global enterprise and preserving sacred family time around the dinner table.

What you wear onstage is important. This is a quick story about what NOT to wear. I got to work with someone who wore an odd outfit and her wordrobe choice backfired on her.   https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/   Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations   Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association   Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations   Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,   Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations   Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.  

Six Fridays This Fall to Design What You'll Be Retiring To Starts on October 3rd Learn more here - Limited to 10 participants. Take the first step toward shaping your future - register now. ________________________ On this episode of The Retirement Wisdom Podcast, we're joined by Carl Landau, creator and host of I Used to Be Somebody. Carl brings warmth, humor, and introspection as he explores the twists and turns of retiring after an entrepreneurial journey. He shares why letting go of your work identity, redefining purpose, and discovering a mix of new creative outlets—like podcasting, documentary filmmaking, and pickleball—can light up your retirement. Carl reminds us that slowing down doesn't mean stopping, and that reinvention can be both fun and fulfilling. What You'll Learn How Retirement is an Evolving Process—finding your way takes some time, especially for high achievers Why Setting Boundaries is Key —how to avoid turning hobbies into a new full-time job... and losing your freedom How Letting Go Frees You—who you were doesn't define who you'll be next Why Saying “No” is a Game Changer— create space for what truly matters now to you, not for other people's agendas How to Build Your New Life  — develop a meaningful life plan, not just a financial one for retirement Carl Landau joins us from Sacramento, California. _________________________ Bio Carl Landau is the founder of Pickleball Media. He has been an entrepreneur since the age of 26 and started and sold three successful media companies, published five magazines (software development, winemaking and craft brewing industries). He currently hosts the popular podcast I Used to be Somebody, inspiring 50-plus-year-olds how to build their (un)retirement good life. He's the co-author of the book, Pickleball for Dummies. ________________________ For More on Carl Landau I Used to Be Somebody Pickleball for Dummies ________________________ Podcast Episodes You May Like Your Identity Beyond Your Job Title – Laverne McKinnon Lessons Learned in Retirement That Can Help You – Judith Nadratowski The Art of a Balanced Life in Retirement – Dr. Marybeth Crane ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

Guy Adami and Dan Nathan host Neil Dutta, partner and Head of Economic Research at Renaissance Macro Research, on the RiskReversal Podcast. Neil shares his career journey, his time at NYU, and his experience working with David Rosenberg and Ethan Harris at Merrill Lynch. The conversation covers current economic issues including the US housing market recession, labor market dynamics, and the impact of restrictive monetary policy. Neil also discusses the significant investment in AI and its potential to boost GDP growth. The discussion touches on the Federal Reserve's focus on inflation over employment, the global interest rate environment, and the potential risks concerning AI investment momentum. Neil offers his market outlook, focusing on defensive strategies and the potential future direction of interest rates. Show Notes Neil Dutta's Gut Check: Three Economies (Bloomberg) New York City Companies All but Stopped Hiring in First Half of the Year (NYT) Follow RenMac on X: https://x.com/RenMacLLC —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're talking about how to live a meaningful life right now, while still putting money aside for your retirement.Nicole Meihofer's approach to wealth management was shaped early on by the realization that the traditional financial advising model focused more on distant planning than joyful living. With years of experience in the financial industry, and lessons learned through her own personal wins and challenges, she set out to modernize that model. Her career includes experience working with high-net-worth families at Merrill Lynch, managing multi-million dollar portfolios and navigating complex human dynamics, creating financial plans while gaining profound insights into how people make financial decisions.After Merrill, Nicole co-founded a wealth management firm in Chicago, IL before creating Pearlvest Capital—an investment management and wealth strategy firm designed to fill the gap strong leaders and forward-thinkers need now. The seed for Pearlvest was planted by deeply personal experience. When her mom passed away suddenly in 2013 at the age of 57, the retirement plans her parents had built were gone, and her dad's life shifted in ways they never expected—overnight. This harsh realization that joyful living really should come first was a critical shifting point in her career and how she serves her clients today.Continually driven by experiences that reinforced the importance of living well while planning wisely, Nicole started Pearlvest Capital to blend time-tested investment strategies with modern financial tools—helping clients build wealth that enriches their lives today while securing their future freedom.Nicole Meihofer is an investment professional registered with IHT Wealth, LLC, a registered investment advisor with the SEC. The opinions expressed are solely those of the author and do not represent those of IHT Wealth, LLC or any of its affiliates. This information is for informational purposes only.Connect with Nicole Here: https://www.linkedin.com/in/nicolemeihoferweigel/https://www.pearlvest.com/===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth  Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

Retirement expenses go far beyond housing and travel. In this episode, Miguel Gonzalez, CRC, reveals the most overlooked retirement costs—like medical bills, taxes, and inflation—and how to plan for them now.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#Cortburg #retirementplanning #retirementcosts #hiddenexpenses #retirementstrategy #financialplanning #healthcarecosts #RMDs #inflationrisk #SocialSecuritytaxes #retirementbudget #financialadvisor #Medicare #longtermcare #homeexpenses #familyfinances #retirementincome #moneytips #CortburgSpeaksRetirement #MiguelXGonzalezWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

As a comedian, I've learned that TV credits don't always define success. People often assume fame equals talent, but my career has thrived without constant screen time. From Irish Pubs to casino gigs, whats in a TV Credit? https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/   Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations   Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association   Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations   Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,   Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations   Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.  

Don't leave your retirement to chance. Design It. Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here. __________________________ On this episode of The Retirement Wisdom Podcast, we're joined by Nathalie Martin, author of The Inspired Retirement, an excellent new book that will help you reframe what it means to retire well. In today's conversation, she challenges the assumptions many people bring to retirement—and shares how mindfulness, clarity, and intention can lead to a more inspired next chapter. What You'll Learn Why the ‘three plagues' of aging are avoidable How three non-financial pillars of retirement are gamechangers How mindfulness and movement can enhance your life Why one-size-fits-all approaches to purpose miss the mark—and what to do instead A practical exercise to prioritize what matters most in your life as you plan for retirement Nathalie Martin joins us from New Mexico. __________________________ Bio Nathalie Martin is a chaired professor at the University of New Mexico School of Law, where she teaches mindfulness and law as well as elder law, commercial law, and consumer law. A longtime yoga and meditation teacher and practitioner, she also teaches contemplative practices in varied settings, from hospitals and senior centers to law school classrooms. Nathalie is the author of over forty articles and nine books, including Lawyering from the Inside Out and Yoga for Lawyers, and her legal scholarship has been cited by the US Supreme Court. With The Inspired Retirement, Nathalie brings her decades of experience and expertise to a general audience. __________________________ For More on Nathalie Martin The Inspired Retirement: Purpose and Passion in Your Next Adventure Website: nathaliemartinmindfulness.com ___________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile Happier Hour – Cassie Holmes, PhD Live Life in Crescendo – Cynthia Covey Haller ____________________________ Mentioned in This Podcast Conversation Being Mortal by Atul Gawande ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

Hello, Martinis and Your Money listeners! Whether you just found the show or were a longtime listener, I wanted to hop on here and share what's been happening in my life since I stopped recording new episodes at the end of 2024. As many of you know, in 2013, I founded the company Financial Gym and ran the company through good days and bad days until March 15th, 2025. On that date, I had the unthinkable happen to me, at least what was unthinkable to me. I had a mental health breakdown that led to me being taken from my home, pantsless, and in handcuffs. Yep, you heard that right. This type A overachiever had something unthinkable happen, and this was never a scenario that I had on my life bingo card. But yet, there I was, and that was the hand I was dealt. After three days in the institution, I knew I needed a break from work, so I put in for a mental health leave until May 1st. Immediately while I was on leave, the investors of the company decided to sell Financial Gym to a wealth management company run by two men.    For those of you who don't know me, I left Merrill Lynch in 2013 to create something different, and now all of my 12 years of life focused on serving the underserved and bringing change in their lives was erased, and I was being asked to move backward in time. It was a gut punch to say the least, but it was also an answer to prayers I had been praying, and that was the opportunity to take Financial Gym and financial wellness in a different direction.   It gave me the freedom to leave and start Collective Wellness Revival, a truly one-of-a-kind wellness company that I think we all need in our lives. I spent the last 12 years of my life in the most intimate way possible, diving deep into people's money habits and behaviors, and while I was doing that, I kept noticing the interconnectedness of financial wellness with the other areas of wellness, predominantly your physical and your mental wellness. There were many times where I almost felt it was wrong to offer people financial wellness, while also not offering them mental and physical wellness.    Well, three days in a mental institution actually also reminded me there's a fourth area of wellness, and that is your spiritual or soul level wellness, the area deep down inside most of us that we never get to attack because we're like hamsters on a wheel just trying to get through the surface level areas of life. But we are all beautiful and connected souls here for a reason but life “lifes” us, all of us really hard. And especially the last few months and our souls get lost in the process. I've realized that I've been on my own soul discovery journey for the past 17 years. And in the past five months, since I left my Gym journey, I've been given the gift to truly learn, know, and understand the soul behind Shannon. I knew I wanted to create a company like this for years, and I'm grateful for three powerhouse women stepping in and stepping up to help me launch the first stage of this company, which is a one-of-a-kind, one-on-one coaching program.   For one monthly fee, you can work on any area of wellness you choose. Every wellness journey is unique, and now you can explore all areas of your wellness: mind, body, money, and soul under one tent. And coaching is just the beginning. Our big goal is to grow a collective of like-minded women and our allies to support and encourage each other through these crazy and chaotic times we live in. This is the perfect time for everyone to work on the most epic project of our lives. And that's us. I think of the revival as the perfect place to work on Project YOU. Who are YOU? Why are YOU here? What do YOU want to do in life? Most of us are living who we think we are. Daughters, sisters, mothers, partners, co-workers, bosses, CEOs. But none of us, none of us are really these roles. They're just roles we get to play in this life. They're not really who we are. If you want to explore YOU deeper and work with me as a coach, you should check out the Soul House for what I'm calling Pneuma or Soul Level Coaching. If you liked my money coaching philosophy, wait till you discover my Soul Level Coaching. But also, if you loved my money coaching philosophy, you can still access it through the Revival and our Money House, led by my new friend Melanie and some other familiar faces.    Anywho, I hope you'll support me and the ladies by joining and taking advantage of our offering and helping us build this new collective. Martinis and Your Money listeners will always have access to founder member pricing, which starts at $100 a month. But we have limited spaces for this launch. So head over to or send friends to collectivewellnessrevival.com/coaching to sign up today.    And until next time everybody, cheers!   SIGN UP TODAY!!  

Amber Rae joins Let's Talk Memoir for a conversation about meeting her soulmate while already married, living a story as you write it, allowing a book to show you what it needs to be, writing for our own growth and delight, slowing scenes down to put readers in our lived experience, holding onto the larger intention of the book, wounds we're afraid to look at, facing both old and new shame, compassionate understanding, learning how to mother ourselves, revealing intimate details of our lives in public forums, authentically inserting our voice into our chosen medium, healing through the process of writing, choosing to be as brave as possible on the page, and her new memoir Loveable: One Woman's Path from Good to Free.   Also in this episode: -setting boundaries -tracing original patterns -bringing readers  into our interior world   Books mentioned in this episode: -Untamed by Glennon Doyle -You Could Make this Place Beautiful by Maggie Smith -Eat Pray Love by Elizabeth GIlbert   Amber is the international bestselling author of Choose Wonder Over Worry (translated into 8 languages), The Answers Are Within You, and The Feelings Journal. Her writing and illustrations reach millions of people per month in nearly 200 countries, and she's been featured in The New York Times, NYMag, TODAY, SELF, Forbes, and Entrepreneur. She's a sought-after keynote speaker and workshop facilitator who's worked with Kate Spade, Meta, Microsoft, Merrill Lynch, Lululemon, Unilever, TED, SAP, and more. A Seth Godin alum, Amber helped launch his publishing company with Amazon and supported authors like Steven Pressfield and Derek Sivers. She's also mentored over 1,000 writers and helped more than a dozen land six-figure book deals. As a creative entrepreneur, Amber has launched global journaling challenges, art movements, life accelerators, and book birthing workshops. Her personal journaling practice spans 30 years, forming the foundation of her inner work and creative clarity. Her new memoir is Loveable: One Woman's Path from Good to Free.   Connect with Amber:  Website: https://www.amberrae.com Instagram: https://www.instagram.com/heyamberrae/   – Ronit's writing has appeared in The Atlantic, The Rumpus, The New York Times, Poets & Writers, The Iowa Review, Hippocampus, The Washington Post, Writer's Digest, American Literary Review, and elsewhere. Her memoir WHEN SHE COMES BACK about the loss of her mother to the guru Bhagwan Shree Rajneesh and their eventual reconciliation was named Finalist in the 2021 Housatonic Awards Awards, the 2021 Indie Excellence Awards, and was a 2021 Book Riot Best True Crime Book. Her short story collection HOME IS A MADE-UP PLACE won Hidden River Arts' 2020 Eludia Award and the 2023 Page Turner Awards for Short Stories.  She earned an MFA in Nonfiction Writing at Pacific University, is Creative Nonfiction Editor at The Citron Review, and teaches memoir through the University of Washington's Online Continuum Program and also independently. She launched Let's Talk Memoir in 2022, lives in Seattle with her family of people and dogs, and is at work on her next book. More about Ronit: https://ronitplank.com Subscribe to Ronit's Substack: https://substack.com/@ronitplank Follow Ronit: https://www.instagram.com/ronitplank/ https://www.facebook.com/RonitPlank https://bsky.app/profile/ronitplank.bsky.social   Background photo credit: Photo by Patrick Tomasso on Unsplash Headshot photo credit: Sarah Anne Photography Theme music: Isaac Joel, Dead Moll's Fingers

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

Not sure when to claim Social Security? In this episode, Miguel Gonzalez, CRC, explains the pros and cons of taking benefits at 62, full retirement age, or 70—so you can make the smartest choice for your retirement.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Why would someone in the finance industry start an independent makeup line then, years later, begin leading nature walks? Jennifer Walsh, biophilia expert and founder of Wellness Walks™, tells the story of the birth of Beauty Bar and why she founded Wellness Walks.In this clip from the Beauty At Work podcast, host Brandon Vaidyanathan welcomes Jennifer to explore her remarkable journey—from working at Merrill Lynch to becoming a beauty industry pioneer and nature wellness advocate. She shares how early TV appearances and entrepreneurial grit helped launch one of the first apothecary-style beauty boutiques in the U.S., and how her personal healing in Central Park sparked a mission to reconnect people with the natural world.Together, they unpack the science of biophilia, how design impacts well-being, and why walking slowly through nature may be one of the most profound forms of self-care today.For the full interview see: https://www.buzzsprout.com/admin/2043099/episodes/14144885For the broader project, visit: https://www.beautyatwork.netSupport us on Patreon: https://www.patreon.com/BeautyatWorkPodcast #JenniferWalsh #Biophilia #NatureHeals #WellnessWalks #BeautyBar #Entrepreneurship #WomenInBusiness #MindfulLiving #BeautyIndustry #BiophilicDesign #HealingWithNature #WalkWithWalsh #BrainOnNature #BeautyAndWellness #PodcastInterview #NatureTherapySupport the show

Own your retirement. Design It. Join us for 6 Fridays starting on October 3rd and get unstuck. Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Learn more here. _________________________ On this episode of The Retirement Wisdom Podcast, we explore the transformative mindset that can reshape retirement from a winding-down phase into a period of renewal and growth. Cyn Meyer unpacks why purpose and energy—not just finances—should drive your post-career life, sharing the Rewire Retirement Method and the neuroscience behind deliberate reinvention. What You'll Learn Cyn's backstory that led her to get involved in the retirement space Why your retirement can be a spiral upward, not a slow fade down How her Five Rings of Retirement redefine life after work The science of neuroplasticity and how it supports intentional change How tuning into your inner energy can spur you forward How daily gratitude practices, especially with your partner, can deepen connection Cyn Meyer joins us from California. _______________________ Bio Cyn Meyer is the creator of the Rewire My Retirement program and is a modern certified life coach committed to helping older adults turn their retirement years into their best years, full of purpose and passion. She founded Second Wind Movement in 2018 as a valuable resource dedicated to older adults who are striving for healthy, active, and engaged retirement lives. _______________________ For More on Cyn Meyer The Rewire Retirement Method _______________________ Podcast Episodes You May Like The New Happy – Stephanie Harrison Retiring: Creating a Life That Works for You – Teresa Amabile Growing Old, Staying Rad – Steven Kotler _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On Gratitude "When we are in a state of gratitude, fear is obliterated, right? They are polar opposites. The fear cannot exist while you're in a state of gratitude.  I always say you have your own passions, purpose, and growth path in retirement. Your spouse has theirs, and then you have your couple's activities together, right?

In this insightful episode of Band of Traders, Kyle hosts traders Baba Yaga, Bear Goes Long, and special guest Richard Friesen, author of A Private Conversation with Money, to explore the psychological layers of trading and managing burnout. Baba Yaga reflects on stepping back from live trading rooms, revealing how reduced screen time and a focus on family restored mental clarity and improved his trading performance. Bear shares his disciplined approach to trading within a one-hour window, emphasizing process over outcome to curb emotional tie. Richard introduces his "golden keys" framework—awareness, acceptance, agency, and process focus—to help traders navigate self-doubt and external pressures. The group discusses the pitfalls of tying self-worth to P&L, the power of physiological "tells" in trading, and aligning trades with deeper life values. Packed with practical strategies and candid stories, this episode offers traders a roadmap to sustainable success and emotional resilience.Stop It - Bob NewhartSubscribe, share, and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!Sponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**Visit Airsoftmaster.com to support one of our own!To contact us, you can email us directly at bandoftraderspodcast@gmail.com Check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Rich Friesen:Richard Friesen works with professionals and business leaders who want to increase their personal effectiveness with joy and grace. His neuroscience based Mind Muscles™ model gives his clients the opportunity to reach their goals with online training, simulations, interactive exercises, group support and real time decision processes. Richard has been a futures broker for Merrill Lynch, a floor trader on the CME, CBOT and the options floor of the Pacific Exchange where he built and sold a successful options trading firm where he served on the Exchange's board of directors. He also founded and built a financial software company and is the inventor of ten significant trading interface patents. This combined with his Master's Degree in Clinical Psychology, Neurolinguistic Programing Master's certification and neuroscience focus, brings a unique framework to business, investing and career success. Rich recently published “A Private Conversation with Money,” which observes the main character “Joe” who deals with all the conflicts, self-sabotage and belief systems around money and wealth.Follow Rich on TwitterMind Muscles for Traders websiteAlpha Presence Course LinkBook - A Private Conversation with MoneyBaba Yaga:Solving problems, helping set goals, and refining processes is the bulk of Baba's passion. He does that in many contexts ranging from nonprofits to real estate firms and everything in between. He focuses on market structure through the lens of TPO charting and executes based on volume, misplaced large orders, and delta. He loves the opening range breakout and typically trades the market from the “inside out”. Follow Baba Yaga on TwitterBear:Bear made the transition from investing to trading at the beginning of COVID. After initial success with options, he quickly learned that his luck was greater than his skill and shifted his focus to futures. Bear has fully embraced the role of emotions and mental capital with the mindset that trading futures is purely an internal struggle that rewards patience, calm, bravery, focus, passion, and commitment. Beyond markets Bear finds joy in his community as a volunteer firefighter and EMT.Follow Bear on TwitterAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

What's next? Design it. The Very Early Bird discount ends today 7/31. Get unstuck. Learn more here. Register here. ___________________________ What if you stepped out of your comfort zone? Lee Gale Gruen shares her inspiring journey from 37 years as a probation officer to becoming an actor, author, lecturer, dancer, and a Physics Club member in retirement. Initially lost after retiring, she stumbled upon a senior acting class that changed everything—helping her find a new identity, connection, and new pursuits. Her story offers the template for a roadmap for retirees who may be struggling to find purpose by stepping up to try new things, overcoming fear, and staying curious. Because let's face it,  retirement is not the end of the line — it's an opportunity to reinvent yourself. You'll Learn: What it's like to be a docent How volunteering can unlock new purpose The importance of trying new (and returning to old) interests What to do when fear holds you back How to find opportunities using local resources Lee Gale Gruen joins us from California. __________________________ Bio Lee Gale Gruen (Lee Gale is her first name) lives in the East San Francisco Bay area. She has two children and three grandchildren. She graduated from UCLA and had a 37-year career as a probation officer. After retiring, she became an actress, author, speaker, and blogger. She has appeared in television, films, commercials, theater, and print. She performs regularly at medical schools, portraying patients for student training, and was one of six supporting exercise/dancers in the  Jane Fonda Prime Time Firm & Burn" workout DVD. Her transition to becoming an actress in her senior years has been written about in Time Magazine, the Los Angeles Times newspaper, AARP Life Reimagined, and in Marlo Thomas' book, which profiles women who have reinvented themselves. Lee Gale has had several articles and short stories published, including in the Chicken Soup for the Soul series. She is also a public speaker, lecturing on senior reinvention. She has published a memoir as well as a self-help book that complements her public lectures on senior reinvention. She has written a screenplay of her memoir titled the same as the book: "Adventures with Dad." Lee Gale blogs at LeeGaleGruen.wordpress.com under the same title as her lecture and self-help book, "Reinventing Yourself in Your Retirement Years." _____________________________ For More on Lee Gale Gruen Reinventing Yourself and Your Retirement Years: Find Joy, Excitement, and Purpose After You Retire Website ______________________________ Podcast Episodes You May Like The Second Fifty – Debra Whitman Make Your Next Years Your Best Years – Harry Agress, MD Retirement Rookies – Stephen & Karen Kreider Yoder _______________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

So, you've built a team… but you're still the one putting out fires, making all the decisions, and carrying the whole business on your back.That's because most leadership models are built top-down. The founder makes the calls. The team waits for direction. And over time, the business becomes more dependent on you—not less.Keith Ferrazzi has spent two decades helping leaders break out of that trap. After coaching thousands of teams and running 3,000+ diagnostics, he found that leadership alone isn't enough. The highest-performing organizations operate through teamship—a shift from hierarchy to shared ownership, where teams push each other higher and drive results together.You might recognize Keith from his bestselling books like Never Eat Alone or Leading Without Authority. His latest book, Never Lead Alone, breaks down the 10 key shifts that help teams lead together, instead of leaning on one person to carry the load.In this episode, we get into what those shifts look like in real life. From peer-to-peer coaching to energy checks to open feedback loops, Keith shares the simple practices that help your team show up, take ownership, and lead alongside you—not behind you.3 of the biggest insights from Keith…#1.) The Peer Coaching Framework That Unlocked 50% Growth at MerrillKeith's 5-5-5 peer-to-peer coaching model helped Merrill Lynch advisors boost net new accounts by 50%—not through top-down management, but by creating safe, structured peer groups that crowdsource solutions and accelerate breakthroughs. It's a repeatable system any advisory team can implement to grow faster and smarter.#2.) Stop Leading Alone—Start Co-ElevatingKeith's newest book, Never Lead Alone, flips traditional leadership on its head. Instead of top-down command, he shows how elite teams grow faster when they hold each other accountable, run energy checks, and give honest feedback without fear. This is how teams co-elevate—and outperform.#3.) Why AI Will Replace Advisors Who Don't EvolveKeith doesn't sugarcoat it—AI is coming for the average advisor. But for those willing to lean in, it's a multiplier. Learn how to become a “black belt” in AI, build smarter communities, and use technology to deepen—not replace—your human relationships.SHOW NOTEShttps://bradleyjohnson.com/127FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copies of Keith's book, "Never Eat Alone" AND "Never Lead Alone" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "127" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07254657194See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tax diversification gives you the power to manage taxes in retirement more efficiently. In this episode, Miguel Gonzalez, CRC, breaks down the three tax buckets and how to strategically withdraw income for long-term tax savings.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Are you ready to unlock a great life in retirement — or are you stuck in neutral? Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Get unstuck. Learn more here. Register here. ___________________________ It turns out that one of the hardest habits to break in retirement isn't work — it's saving. Richard Sheffield joins us to share his deeply personal and sometimes humorous story of transitioning from a performance-driven corporate career to a more intentional and enjoyable life in retirement. A former executive at UPS, and author of Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement, Richard opens up about his struggle to shift from a lifelong saver's mindset to embracing enjoying the money he worked so hard to accumulate. He discusses how outdated retirement plans, old success signals, and societal expectations can lead us astray, even long after we've walked away from work. But through self-reflection, rewriting his financial plan, and reconnecting with what brings him joy, Richard found the freedom to spend boldly, live fully, and say yes more often. You'll discover: Why many retirement plans need to be reviewed periodically - and sometimes reworked The emotional blocks that prevent smart people from moving from accumulating to spending Why your intentional spending matters more in retirement The surprising benefits of getting creative with how you spend Why it can be wise to give now, not just later Richard Sheffield joins us from Miami. ________________________________ Bio Richard Sheffield is a former executive and writer who shares thoughtful essays on retirement, identity, and personal reinvention. After a long career in the corporate world, Richard turned to writing as a way to make sense of his experience — and to help others navigate their own journeys into retirement. He's a popular contributor on Medium, where his honest takes on life after work resonate with thousands of readers. Now fully embracing a bigger, bolder, and more intentional approach to life, Richard writes about finding meaning beyond metrics and spending in ways that spark joy. ________________________ For More on Richard Sheffield Richard Sheffield on Medium Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement __________________________ Podcast Episodes You May Like How to Retire – Christine Benz Unretired – Mark S. Walton Your Next Years Your Best Years – Harry Agress, MD ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst,

Try our FREE burnout quiz.Grab your burnout workbook HERE. If you would like us to work with your team book a 30 min chat HERE. Anxiety and depression can hit many of us, but for some, the symptoms can be masked by the high level stress of their work which results in them taking years to finally seek help. That was very much the case for Nick Gorman who suffered an period that severely damaged his mental health, but took him 3 decades to recover from.Nick is a former Managing Director and Equities Trader at global investment banks like Citigroup and Merrill Lynch. Now, through his own battles with anxiety and depression, Nick founded Equilibrium at Work to provide personal coaching, organisational support, and keynote speaking aimed at fostering healthier, more fulfilling work environments while advocating for practices such as sabbaticals to prevent burnoutIn this episode he shares: His early childhood and how happy it wasHow backpacking at 21 set up the problems that he has had ever sinceHow he kept going back to the job that hurt himWhat happened after his backpacking holiday and why it threw him so badlyHow his struggle showed up on a daily basisWhy the state he was in made him frightened and exhaustedHow a diary helped himWhat helped him after he left bankingThe journey he went on to heal after his ground breaking session with his therapistThe moment he remembers finally feeling clearerWhy people didn't notice what he was going throughWhat it was like exploring what was behind his maskHow he was able to talk but never able to be clear on what was wrongHow he's found society has changed in regards to men admitting weaknessWhat he does now and how he helps others Key Quotes“When you don't have any options you keep going back to what you know, even though you know it's not great for you.” “There'd been a physiological change in me through spending 13 months not looking after myself.” More about NickCheck out Equilibrium At Work, or follow Nick via Linkedin. You can get involved with the podcast onlineOn facebook in our community: https://www.facebook.com/groups/challengesthatchangeusOr on Instagram: @challengesthatchangeusIf you want to contact the podcast, email us here: support@challengesthatchangeus.com Or check out our website: www.Challengesthatchangeus.comIf you want to find out more about what Ali does, check out her business via the website: http://www.trialtitudeperformance.com.au Hosted on Acast. See acast.com/privacy for more information.

This behind-the-scenes look at a once-iconic comedy club shares the highs, nerves, and unexpected lessons that come with chasing stage time in a competitive industry. Through one comic's journey to land a coveted spot at Harvey's Comedy Club. https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/   Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations   Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association   Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations   Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,   Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations   Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.    

Eric's journey into the financial world was born from personal experience. Growing up, he watched his hardworking father battle a debilitating illness and saw the financial strain it placed on his family. It became clear to Eric that many hardworking professionals, like his parents, were navigating a complicated financial landscape without the personalized guidance they needed. This realization sparked his lifelong mission: to become the trusted advisor families could count on during life's most challenging moments. With a degree from the University of Rhode Island, Eric began his career at Merrill Lynch in Retirement Plan Services, laying the foundation for his expertise in long-term financial planning. He later joined Bloomberg, LP, where he deepened his knowledge and expanded his ability to deliver impactful financial solutions. Over the last 13 years, Eric has helped clients save millions in taxes and move confidently toward financial independence. What sets Eric apart is his empathy-driven approach. He takes the time to understand each client's unique story and crafts personalized strategies that align with their goals and values. His mission is to provide more than just financial advice—he offers clarity, security, and peace of mind, helping clients transform uncertainty into confidence and turn aspirations into lasting legacies.   During the show we discussed:  Tax planning vs. tax prep: the big misconception How tax strategy can save millions—and why few use it Real client example of proactive tax savings Why advisors must show up in tough times, not just wins Common financial traps before hiring an advisor The overlooked human side of financial advising Balancing ambition and risk in high-stakes decisions An investment to avoid—and the reason behind it Why one-size-fits-all advice is risky Crafting strategies based on life, not just income How empathy shapes better financial plans   Resources: https://www.emangold.com/  

Is paying off your mortgage before retirement the right move? In this episode, Miguel Gonzalez, CRC, breaks down the key pros, cons, and strategies to help you make an informed decision.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

What's next? Make time to design it. Early registration is now open for our next Design Your New Life in Retirement group program. The Very Early Bird discount ends on July 31st. Learn more here. Register here. __________________________ What comes after a long, successful career at the top of your field? More and more, people are redefining retirement—saying No Thanks to a traditional retirement and instead exploring new pursuits. And for some, it's a chance to dive into something they've always yearned to do. In today's conversation, meet Neal Lipschutz. Stepping away from a distinguished career, he discovered a surprising new purpose—writing fiction. With his debut novel No Write Way to Die just released, Neal shares the lessons he's learning in a second act. What might your second act look like? Like Neal, you may discover a path that draws on your skills in a new way- and brings unexpected joy. Neal Lipschutz joins us from Ridgewood, New Jersey. _________________________ Bio Neal Lipschutz, a long-time journalist, was formerly a deputy editor-in-chief at The Wall Street Journal. He also previously served as WSJ's ethics and standards editor. He also at one time was the top editor at Dow Jones Newswires. His short fiction has appeared in a number of publications. "No Write Way to Die" is his first novel and the first in a series of mysteries. _________________________ For More on Neal Lipschutz No Write Way to Die "This debut thriller from award-winning journalist Neal Lipschutz, former deputy editor in chief of the Wall Street Journal, combines a gripping, good old-fashioned murder mystery with the ethical consideration of just how far a person should go to protect their family." From Headlines to Whodunits ________________________ Podcast Conversations You May Like The Vintage Years – Dr. Francine Toder Edit Your Life – Elisabeth Sharp McKetta Retiring: Creating a Life That Works for You – Teresa Amabile _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On the Transition to Retirement "The transition - it's a big one. One of the things I really liked about my plan to go directly from a full-time work in journalism for a big company to being on my own and trying something that no one was asking me to do, was that I didn't know I would be devoted to the process. And I knew that I would be devoting every day that wasn't taken up with somethin...

"The division of the world is creating a conflict of interest." -MasaIn this episode, Dr Espen and Masa Mezaki explore the intricate balance between achieving financial success and living a spiritually fulfilling life. Masa shares his journey from a high-powered finance career to a decade of global travel and spiritual exploration, ultimately leading him to create a renewable energy business that benefits local communities. The discussion emphasizes the importance of happiness through service, the interconnectedness of humanity, and the need for a unified approach to global challenges.About our guest:Graduated from the Faculty of Commerce, Keio University in Japan. Master of Social Anthropology from London School of Economics (LSE), University of London, and was an interest rate derivative trader for Merrill Lynch working in Tokyo, New York and London. After leaving Merrill Lynch, travelled to more than 100 countries around the world for nearly 10 years. In 2012, set up Japan Megasolar Inc. to achieve grid parity with photovoltaic power generation. Looking to the development of renewable energy business, changed the company name to GPSS Holdings Inc. in April 2017. Also conducts educational activities for dissemination of renewable energy information through various media.

Paul Raphael Paul is an established investment professional with extensive M&A and financing experience. He was Executive Vice Chairman at UBS from 2018 to 2021. He joined UBS in 2010 initially as Head of Global Emerging Markets and later served as UBS' Head of Wealth Management for Europe, Middle East, Africa and Latin America where he managed $450 billion of client assets and over 3,000 employees across four continents. ​ Before joining UBS in 2010, he spent six years at Credit Suisse, including three years in Hong Kong as Head of Investment Banking for the Asia Pacific region. Prior to this, Paul spent 10 years with Merrill Lynch in London and Paris and eight years at Salomon Brothers in New York in various M&A and capital markets roles.   Paul is a member of the advisory board of LIFE where he was founding chairman and a member of the Special Advisory Council of International Crisis Group. He has a degree in economics from the University of Maryland and an MSC in management from MIT Sloan School of Management.  

Long-term care is one of the biggest threats to your retirement savings—but it doesn't have to be. In this episode, Certified Retirement Counselor Miguel Gonzalez shares practical, cost-effective strategies to help you prepare for future care without derailing your financial plan.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Annette DiTommaso, Executive Director Annette DiTommaso is the Executive Director of the Blue Line Foundation, where she leads efforts to support first responders, uplift at-risk communities, and drive impactful urban revitalization projects throughout Greater Cincinnati. With over a decade of expertise in corporate social responsibility and nonprofit management, Annette is deeply committed to fostering strategic partnerships, securing sustainable funding, and spearheading initiatives that improve community infrastructure, promote neighborhood safety, and expand affordable housing.Before her role at Blue Line, Annette held key leadership positions at altafiber, including Senior Manager of Employee Experience and Corporate Impact and Employee Engagement Manager. There, she developed comprehensive global CSR programs, established charitable foundations, and significantly boosted employee engagement and corporate philanthropy.Annette began her career as a financial advisor with Merrill Lynch, specializing in ethical investing and strategic charitable giving, before moving into relationship management at United Way of Greater Cincinnati. A proud Indiana University alumna, Annette holds both a Bachelor's and a Master's degree in Public Policy and Nonprofit Management. Recognized as a YWCA Rising Star, she combines strategic vision, data-driven solutions, and passionate leadership to create lasting, positive change in the community. Charlie Williams, President Charlie Williams is a seasoned financial professional and Director of Wealth Management at LS Financial Group, with nearly two decades of experience guiding clients through strategic financial planning, investment management, retirement strategies, and estate planning. At the Blue Line Foundation, Charlie serves as President and leverages his extensive financial expertise to help drive strategic decision-making, fiscal responsibility, and long-term sustainability, supporting the Foundation's critical mission to uplift first responders, enhance community safety, and foster urban revitalization.In addition to his role at LS Financial Group, Charlie previously served as a Financial Consultant at A.G. Edwards & Sons, bringing a wealth of experience in wealth-building and client relations. He also contributed to public service as the Campaign Manager for Debbi Alsfelder for Congress, underscoring his commitment to community and civic engagement.A proud graduate of Miami University, Charlie holds degrees in Diplomacy & Foreign Affairs and Economics. He is recognized as a Five Star Wealth Manager and maintains several financial certifications, including Series 7, 63, and 65 licenses. Charlie is passionate about applying his financial acumen and strategic insight to make a lasting positive impact in his community.

What's next for you? Early registration is now open for our next Design Your New Life in Retirement group program. Join us. The Very Early Bird discount ends on July 31st. Learn more here. Register here. ________________________ Retirement is about so much more than money. But where do you begin to build the life you want after you leave full-time work? Here's what we've discussed with our interesting expert guests: The critical choice you'll want to make - now - about the years ahead Why retirement is really about creating a new life structure How to use retirement as a catalyst to edit your life The four steps in a reinvention roadmap Why happiness requires knowledge and skill What longitudinal research reveals as the keys to a long and satisfying life How creating a Portfolio Life can open up new possibilities in retirement How your beliefs can affect your longevity __________________________ Want to explore any of these ideas further? Dive into any of the full podcast conversations here: Cynthia Covey Haller Teresa Amabile Elisabeth Sharp McKetta Joanne Lipman Arthur C. Brooks Marc Schulz Christina Wallace Becca Levy ________________________ Explore our Best Books on Retirement __________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________ Wise Quotes On Reinvention  “One of the ways to start actually, and I just wrote a piece in The New York Times about this [is] the idea of thinking about your possible selves. Now that's a psychological term, but essentially what it means is to imagine what you might be, what you could be, and to go beyond the daydream to take some sort of action on possible selves. So that means if, let's say I'm pivoting in a career, take a course or shadow someone, or do an informational interview. Don't just like sit with it and cogitate. You've got to  get out of your own brain.” - Joanne Lipman On Purpose & Meaning "Purpose or meaning actually requires challenge and trauma and hardship and pain – and actually requires unhappiness paradoxically. So these are kind of complicated phenomena, but altogether, everybody can get better at getting happy if you've got the knowledge and skills.” - Arthur Brooks On Relationships "The finding that we talk about most in our book, The Good Life, is that it's very clear across this 86 years of research, and hundreds of papers,

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

When you leave a job, your 401(k) doesn't come with you automatically. In this episode, Miguel Gonzalez breaks down your four main options—and how each one affects your taxes, investment strategy, and future growth.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#401kOptions #RolloverIRA #JobChangeFinance #RetirementPlanning #CortburgRetirement #MiguelGonzalezCRC #InvestmentStrategy #LeaveAJob #FinancialAdvice #IRArollover #401krollover #CashOut401k #RetirementSavings #RMDplanning #FinancialFreedom #SmartMoneyMoves #MoneyMatters #TaxPlanning #WealthManagement #YouTubeFinanceWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In this inspiring episode, Bart Berkey sits down with Gavin Mlinar, CEO of Blacklisted Consulting and author of Yes, Your Way to Success. Why Don't You? Gavin shares the remarkable story of how his upbringing, mindset, and resilience have driven him to negotiate billion-dollar contracts, become an endurance athlete, and launch his own company—all through one key trait: decisiveness. Together, they unpack what it takes to keep going when most people quit, and how to act with confidence even when conditions aren't perfect.Major Takeaways / Learnings:1. Most People Don't Ask… But Gavin Does. Gavin landed on this podcast simply by reaching out with authenticity and persistence—something most people don't do.2. Rejection is Practice. Cold-calling 100 people a day at Merrill Lynch taught Gavin to normalize “no.” He reframed rejection as part of the process, not a signal to stop.3. Decisiveness Is a Superpower. According to his book coach (also a therapist), Gavin is one of the most decisive people they've ever met—and that's what makes him different.4. Forget Perfect—Take Action. Waiting for the perfect moment or perfect plan often leads to stagnation. Gavin encourages forward momentum over perfectionism.5. Two Steps to Progress: 1) Research and validate through resources and conversations. 2) Make a decision, take action, and adjust along the way.6. Ask for Help. Often. Most people don't ask—but most people are predisposed to help when asked. Gavin encourages breaking through that hesitation.7. Effort + Attitude = Progress. Gavin teaches his kids—and lives himself—by these two values. You don't need perfection, just consistent energy and a positive mindset.Memorable Quotes:1. “Most people don't ask for help. But most people are predisposed to help when asked.” – Gavin Mlinar2. “There are very few things in life that are final. Failure is just learning in disguise.” – Gavin3. “You get to wake up early. You get to catch that flight. That shift in mindset is everything.” – Bart Berkey4. “Most people don't… say yes.” – Gavin MlinarWhy It Matters / How to Use It:Listeners will walk away with practical tools to become more decisive, more resilient, and more open to opportunities. Gavin's approach—research, then act—can be applied to anything from writing a book to launching a business, asking for a promotion, or learning how to surf. His mindset of saying "yes" before conditions are perfect is a challenge to the perfectionist in all of us and his emphasis on attitude and effort is a reminder that consistency and courage can unlock extraordinary results.Resources & Links:Gavin Mlinar on LinkedIn: Click hereYes Your Way website: www.yesyourway.comBart Berkey: MostPeopleDont.com | LinkedInFill in the Blank:Most people don't…" say yes. "

Who will you become in your retirement? Registration is now open for the next two Design Your New Life in Retirement Groups. Very Early Bird discount available for a limited time. Take the first step toward Future You today. ________________________ Retirement is not an end — it's an open canvas. In this episode, Harry Agress, MD, author of Next Years Best Years: Taking Your Retirement to the Next Level, joins us to explore how retirement can become one of the most dynamic, creative, and fulfilling phases of your life. A retired radiologist and passionate photographer, Dr. Agress shares lessons from his own retirement journey — from trying an improv class with 20-somethings to donating his art to hospitals — and offers you practical insights to help you shape a retirement that's vibrant, purpose-driven, and truly your own. You'll discover: How self-reflection and worksheets helped Dr. Agress navigate the transition into retirement Why embracing “The Four Freedoms” can unlock a new mindset The surprising benefits of trying new things — even improv! A simple but powerful idea: the 8-minute phone call that can rekindle relationships Why pursuing purpose — especially in service to others — fuels a more meaningful retirement Whether you're preparing for retirement or already in it, Dr. Agress offers a compelling vision of how to make your next chapter the best one yet. Harry Agress, MD joins us from New York. ____________________________ Bio – Harry Agress, MD Following a 36-year medical career in the field of Radiology, Dr. Agress has been retired for 10 years. He is an experienced teacher and nationally recognized lecturer who takes great joy in passing on what he has learned and experienced both in medicine and in retirement. He has been profiled in The Wall Street Journal, appeared on NBC's “The Today Show,” lectured at the 92nd St Y (NYC) and been featured and America's Top Doctors. He is a Clinical Professor at Columbia University (NYC) and continues to voluntarily teach medical residents both at Columbia and Weill Cornell Medical Centers. In his new book, Next Years Best Years, Taking Your Retirement to the Next Level, Dr. Agress dives into the many exploits and research that he and others have discovered as they create a new post-career way of living; embracing the emotional, personal and practical side of one of the most unique opportunities of our lives. _______________________ For More on Harry Agress, MD: Next Years Best Years: Taking Your Retirement to the Next Level A Retired Physician Pursues a New Self Portrait in Photography Q&A with photographer Dr. Harry Agress _______________________ Related Podcast Episodes You May Like: The Vintage Years – Dr. Francine Toder Independence Day – Steve Lopez Retiring: Creating a Life That Works for You – Teresa Amabile ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for G...

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.

Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today's complex market.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor's Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager and a background in the Marine Corps, Ryan provides practical insights on impact investing, market cycles, and maximizing returns. He also discusses how emerging trends, such as longevity science, are shaping the future of investing and prosperity.   Key Takeaways: → Explore the core principles behind balancing prosperity and impact in investing. → Learn how long-term focus and price discipline drive successful portfolio management. → Understand common misconceptions about impact investing and how to align it with financial goals. → Discover how emerging trends, such as longevity science, could transform market expectations. → Practical advice for individual investors looking to incorporate impact strategies into their portfolios.   Ryan Zabrowski, CFP®, is an experienced investment advisor and portfolio manager with over twenty years of background in financial and investment management. He has collaborated with well-known institutions such as the Washington University Endowment, Morgan Stanley, and Merrill Lynch before joining Krilogy in 2019. Ryan earned a B.S. in Finance from the University of Missouri and an M.S. in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a member of both the Chartered Financial Analyst Institute and the American Finance Association. In 2024, Ryan published Time Ahead, an investing strategy book that summarizes decades of research into an easy-to-understand guide for building long-term wealth.   Connect With Ryan: X LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn 5 proven strategies to help you get the most out of your Social Security benefits. From timing your claim to minimizing taxes, Certified Retirement Counselor Miguel Gonzalez walks you through smart steps that can strengthen your retirement income plan.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#SocialSecurity #RetirementPlanning #RetirementIncome #MaximizeBenefits #SocialSecurityTips #FinancialAdvisor #RetirementStrategy #CortburgRetirement #RetirementAdvice #MoneyInRetirement #DelayedRetirementCredits #SpousalBenefits #SurvivorBenefits #TaxPlanning #FRA #ClaimingSocialSecurity #SocialSecurityTaxes #MiguelGonzalez #CRCAdvisor Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In this episode, we speak with Mark Gormley, Partner at Lee Equity Partners, a middle-market private equity firm that partners with entrepreneurs and management teams primarily in the financial and healthcare services sectors. Going on nearly two decades, the firm leverages a thematic investment strategy and deep sector expertise to collaborate with talented management teams, accelerate growth, and build market-leading businesses. Lee Equity currently manages $5 billion in assets. Mark joined the firm in 2006. Prior to that, he was a Partner and co-founder of Capital Z Financial Services Partners, served as a Managing Director at Donaldson, Lufkin & Jenrette, and was a founding member of the Insurance Group at Merrill Lynch. Mark supports Conservation International.  To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

Retiring? You could wing it...but that's not you. Be intentional about your future. Registration is now open for the next two Design Your New Life in Retirement Groups. Very Early Bird discount available for a limited time. Take the first step toward Future You today. _______________________ What if  I told you the activities you dismiss as "just hobbies" were much more than just fun - and could be one of the most powerful tools for building resilience and maintaining mental sharpness as we age? Ashley Merryman reveals groundbreaking findings that challenge how we think about leisure time and its profound impact on our long-term health. From doctors now prescribing hobbies as medicine to studies finding that singing in a chorus creates instant social bonds, the science behind recreational activities is remarkable. Merryman shares fascinating research demonstrating that even modest engagement—like cooking something special twice a week—can deliver measurable cognitive benefits. Whether you're looking to boost your brain health, combat isolation, or to find more meaning in your free time, this conversation will change how you view your pastimes. Discover why hobbies aren't just fun—they're good for you, in more ways than we think. Ashley Merryman joins us from Washington, DC. _______________________ Bio Ashley Merryman is a two-time New York Times bestselling author who is a frequent contributor to US News and World Report. She who recently wrote a guest column for YOLO, a US News newsletter for retirees and those thinking about retirement on the science of hobbies - finding that hobbies are a key to a healthier, happier life. ________________________ For More on Ashley Merryman Your Hobby May Be the Secret to a Happier, Healthier Life Website _________________________ Podcast Conversations You May Like Learning is a Lifetime Sport – Tom Vanderbilt Inward Traveler – Francine Toder PhD Live Life in Crescendo – Cynthia Covey Haller _________________________ Mentioned in This Podcast Conversation Serious Leisure __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On the Benefits of Hobbies "The research is very clear. There have been studies, large scale studies, 20,000 people in 15 European countries, 90,000 people in another 15 or 16 countries, and they are consistently finding that hobbies lead to lower likelihood of dep...

How to Increase Your Energy to Manifest like a CEO with Susan Treadgold Susan Treadgold is a holistic high-performance coach, fractional investor relations for early-stage healthcare and longevity companies, TEDx speaker and multiple #1 best-selling author with nearly two decades of investment banking experience at Morgan Stanley, Merrill Lynch and Citigroup. She empowers people to have more energy and success with the use of science-backed high-performance habits, executive presence training and a personally curated ‘longevity portfolio' of cutting edge ‘biohacking' products. She is an award-winning artist, host of The High Performing Woman talk show and on the leadership committee of 50/50 Women on Boards. Proud mother of two teenagers. Family is her love language and helping women and children is her passion. Board Member of Roots of Promise charity helping Ugandan orphans get into loving families http://www.21daynegativitydetox.com/ https://tedlondon.com/signup/ #ManifestWithEnergy #HighVibeHabits #BiohackingForManifestation #EnergyAlignment #HolisticManifestation MEDICAL AND HEALTH ADVICE DISCLAIMER. The content shared on this podcast is for informational and educational purposes only and is not intended as medical, mental health or professional healthcare advice. While we may discuss topics related to wellness, health, or personal development, the podcast hosts and any guests are not acting as licensed medical, mental health, healthcare professionals or therapists, unless explicitly stated. Any examples of results or outcomes discussed are not guaranteed or typical, as individual experiences vary based on many factors including background, motivation and personal capacity. You should not rely on the information provided as a substitute for professional advice, diagnosis or treatment from qualified medical or mental health providers. We do not offer medical diagnoses, treatment plans or prescription advice and we are not registered dietitians. Any actions you take based on the podcast are strictly at your own risk. You assume full responsibility for any outcomes, injuries or losses related to your use of this information. By listening to this podcast, you agree that the podcast and its creators are not liable for any direct or indirect consequences of your actions or decisions based on the content of this podcast. https://calendly.com/rebeccaelizabethwhitman/breakthrough https://wellnessmarketingltd.com/magnetic-abundance-manifest-your-dream-life-retreat/ https://www.amare.com/et/kd4k0a/2088608 https://mall.riman.com/rebeccawhitman/home http://pillar.io/rebeccaewhitman To learn more about Rebecca… https://www.rebeccaelizabethwhitman.com/#home

 If you're changing jobs or heading into retirement, you might be wondering whether to roll over your 401(k). In this episode, Miguel Gonzalez breaks down the pros, cons, and key factors to consider before making a move. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#401kRollover #RetirementPlanning #FinancialAdvice #RollOverIRA #InvestmentOptions #CortburgAdvisors #SmartMoneyMoves #TaxDeferred #FinancialWellness #IRAPlanning #RetirementSavings #JobChangeFinance #MoneyTips #WealthBuilding #FinancialGoals #DirectRollover #AvoidTaxes #RetirementOptions #MoneyManagement #RetirementStrategyWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.