Podcasts about redefining retirement

Frank LaRosa is literally getting a text about this exact scenario while recording this episode. Frank opens with a real client story, an advisor in his mid to late sixties who has spent a year and a half weighing a full sale against a transition. The multiples sound incredible on paper, ten, twelve, even fourteen times EBITDA but once junior partners, payout structures and sell and stay scenarios come into play, the math gets a lot more complicated than the headline number suggests. Stacey brings in the psychology most advisors never plan for. She explains why so many get stuck at the altar right before retirement, not because the numbers do not work but because their identity and purpose are tied up in the business and they are not ready to let that go. That is where Frank's trademarked concept, dual monetization, comes in. Instead of selling outright, an advisor can transition to a new firm today to unlock a major payout, then set up a succession plan or sale into that same firm years later. Stacey adds important context here, pointing out that transition deals sitting at twenty to sixty percent of trailing twelve just a few years ago are now regularly exceeding one hundred percent. Frank also explains how this same strategy applies to advisors who want to pass their practice down to a son, daughter, or longtime junior partner without forcing them to come up with cash out of pocket and shares a blunt piece of advice about not letting attachment to a specific custodian cost you millions of dollars. The episode closes with a story that sticks with you, a friend of Frank's who left ten million dollars on the table because his junior partners were not willing to do the work required to make one last move. Stacey wraps things up with the reminder that the hardest part of any transition is rarely the mechanics, it is figuring out who will actually take over your clients the way you have for your entire career.   Questions answered in this episode include: What is a one last move for a financial advisor nearing retirement? What is dual monetization and how does it apply to a transition instead of a sale? Why do many financial advisors struggle to actually retire? How much have financial advisor transition deals grown in the last few years? Can a financial advisor pass their practice to a child or junior partner without a traditional loan? Should switching custodians affect a financial advisor's decision to move firms? What is the biggest hurdle for financial advisors thinking about succession?   Chapters: 00:00 Introduction: The One Last Move 01:33 What Is the One Last Move 03:39 Redefining Retirement and Purpose 05:37 Introducing Dual Monetization 11:33 Passing the Business to the Next Generation 19:16 Think Before You Sign 20:19 The Ten Million Dollar Lesson 25:20 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

What happens when a man is financially ready to retire but has no clear idea who he will be without his career?Retirement can bring freedom, but it can also remove the structure, identity, connection, and sense of contribution that work once provided.Mike Capuzzi talks with retirement life coach Wendy Leggett about why retirement planning must go beyond money and how men can prepare for a more meaningful next chapter.Listeners will discover:Why leaving a career can trigger a retirement identity crisis.How to build purpose without replacing work with one all-consuming mission.Why developing relationships, interests, routines, and health practices before retiring creates a smoother transition.Listen for a practical shift in thinking that can help men retire with greater clarity, confidence, and direction.If you find this episode helpful, please subscribe and share it with friends and family.NEW FOR 2026: Click here to get my weekly Unstoppable After 50 Playbook

In this continuation of the regret discussion within the 'Double Click' miniseries, Ben Taatjes challenges a widely held assumption: that retiring as early as possible is always the goal. What if the real regret isn't working too long, but retiring too soon? Through the story of a 72-year-old man who worked until the end of his life, Ben paints a picture that society views as tragic - yet reveals a profoundly different narrative. Rather than lamenting a life of work, this man's story illustrates a life of purpose, contribution, and meaning. This episode forces retirees to ask the hard question: What does success in retirement actually look like? Is it maximizing leisure time and retiring at the earliest possible moment, or is there something far more fulfilling? Learn how to redefine retirement success in a way that honors both rest and meaningful work.

George Jerjian shares his personal journey from a terminal medical diagnosis to building a life centered on purpose. He introduces the Identity Renaissance, a concept he developed after surveying thousands of retirees to understand their biggest obstacles. He discusses how to avoid drifting into oblivion by shifting from a fixed to a growth mindset. George explains why your identity is often the first casualty in retirement and how to reclaim it. This episode offers a practical look at making the most of your time while you still have it.

In this Season 3 episode, co-hosts A. Valerie Mirko, Partner at Armstrong Teasdale LLP and leader of the firm's Securities Regulation and Litigation Practice, and William Nelson, Director of Public Policy and Associate General Counsel at the Investment Adviser Association, are joined by Kendra Isaacson, Partner at Mindset, for an in-depth discussion of major policy developments reshaping retirement savings. Kendra is a leading voice on retirement policy, bringing deep experience from her time as Pensions Policy Director for the Senate HELP Committee, at the Department of Labor, and in the private sector. During this episode, she breaks down the DOL's proposal to expand use of alternative investments in certain retirement accounts, exploring the regulatory rationale, potential benefits, and compliance considerations. The conversation also covers broader efforts to expand access to retirement savings, including recently introduced federal legislation and the Administration's newly announced IRA marketplace. Together, Valerie, William and Kendra examine how these initiatives could alter the retirement landscape for investors, advisers, and plan sponsors. This episode is a must-listen for securities lawyers, compliance professionals, regulators, and anyone navigating today's rapidly evolving regulatory landscape. Recent Past Episodes of this Series:A New Enforcement Era and the Potential Coming Wave of SEC Rulemaking (4/22/2026)⁠Congress Puts the SROs Under the Microscope: SEC Oversight, Transparency, and Reform⁠ (3/18/2026)⁠⁠Congress Puts the SEC Under the Microscope: Accountability, Due Process, and Reform⁠⁠ (2/11/2026)⁠⁠⁠A Study in Contrasts: Innovation and Crypto versus the Crypto Fraud Landscape⁠⁠⁠ (1/21/2026)⁠⁠⁠⁠A Year of Change, Challenges, and What Comes Next⁠⁠⁠⁠ (12/17/2025)⁠⁠⁠⁠⁠When Washington Stops: What the 2025 Shutdown Means for the SEC and Congress Going Forward⁠⁠⁠⁠⁠ (11/19/2025)⁠⁠⁠⁠⁠⁠⁠The SEC's New Direction: Enforcement and Governance in Focus⁠⁠⁠⁠⁠⁠⁠ (10/22/25) Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations.

What if retirement in Mexico wasn't just about saving money - but about creating a life filled with purpose, wellness, and connection? In this episode of Live by Design – Mexico Edition, host Taniel Chemsian sits down with Bonnie Muenz, a wellness and life coach who transformed her life by leaving Canadian winters behind and embracing new beginnings in Puerto Vallarta, Mexico. Bonnie shares how having a clear vision helped her navigate the emotional and practical challenges of starting over abroad, and why building a supportive community - what she calls a “circle of six” - is essential for long-term happiness. They explore how retirees and expats can stay focused on their passions, avoid distractions, and design a balanced lifestyle rooted in love, abundance, and personal growth. Whether you're planning to retire in Mexico, exploring living in Mexico as a Canadian, or simply searching for a more meaningful and fulfilling next chapter, this episode offers practical insights, emotional clarity, and real-life guidance to help you create a life you truly love under the Mexican sun. Key Moments:  05:10 Staying focused with a vision board 06:38 Reflecting on wellness and healthcare 12:55 Finding clarity through passion testing 15:49 Sharing dreams with close circle 19:57 Avoiding distractions and reacting thoughtfully 20:47 Discovering true passions and purpose 24:58 Finding balance in daily life How to connect Bonnie Muenz:  Website: https://www.startingoverwithbonnie.com/ Facebook: https://www.facebook.com/bonniemuenz Instagram: https://www.instagram.com/bonniemuenz/   Feeling overwhelmed about buying in Mexico? Chat TCP, our AI-powered assistant, guides you to stress-free homeownership. Click here to start using Chat TCP: https://tanielchemsian.com/chat-tcp/?utm_source=youtube_lbd_mex   Want to own a home in Mexico? Start your journey with confidence - download your FREE “Buyer's Guide” now for expert tips and clear steps to make it happen! Click here - https://tanielchemsian.com/buyers-gui...   Discover why everyone is falling in love with Puerto Vallarta real estate: https://tanielchemsian.com/puerto-vallarta-real-estate/   Join the ‘Taniel Chemsian Properties' YouTube channel to learn what you need to know about Puerto Vallarta real estate. https://www.youtube.com/@TanielChemsian   Join our ‘Live By Design: Mexico Edition' podcast: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/0VfClD5... Amazon: https://music.amazon.com/podcasts/032... YouTube: https://www.youtube.com/@livebydesignmexicoedition   Contact Information: Email: info@tanielchemsian.com Website: https://tanielchemsian.com/ Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

What does retirement look like after leading one of the most influential organizations in music? CMA CEO Sarah Trahern sits down with Jackie Campbell and shares reflections on leadership, legacy, decision-making, and stepping into retirement. The conversation explores identity after work, the pressure of executive roles, and how perspective shifts when careers wind down. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Retirement isn't just the closing of one chapter — it's the opening of another.In this episode, I explore how shifting your mindset from retirement to ReFirement can dramatically improve both your financial outcomes and your overall fulfillment. Rather than viewing retirement as a period of rest and withdrawal, I discuss how intentional planning can turn it into a season of renewed purpose, contribution, and personal growth.You'll also learn about an increasingly popular early-retirement strategy known as Coast FIRE — and how it may provide more flexibility in your working years than you realize.In This Episode, I Discuss:

In this episode of Success Leaves Clues, host Robin Bailey and co-host Al McDonald sit down with Connor Bays, Head of Sales and Partnerships at Common Wealth Retirement, to explore how technology, inclusion, and purpose are reshaping financial wellness and the future of retirement. Connor shares his journey as a competitive runner turned mission-driven leader helping Canadians achieve lifelong financial security. Through his work at Common Wealth, he's redefining how small and mid-sized businesses can offer accessible, high-impact retirement plans that support employee wellbeing and retention. Together, they dive into the realities of financial stress, the misconceptions about cost and complexity in group retirement programs, and the profound shift from viewing retirement as an ending to embracing it as a new beginning. This conversation blends insight and empathy, showing how small changes in how we save, educate, and communicate about money can spark long-term transformation, for both employees and employers. You'll hear about: Mission-driven innovation: How Common Wealth is closing the retirement gap for Canadians. Financial accessibility: Why smaller businesses can and should offer group retirement benefits. Common misconceptions: Breaking down the myths around cost and complexity. Financial stress and wellbeing: How retirement planning contributes to mental and emotional health. Engaging younger generations: Why millennials and Gen Z care deeply about their financial future. Technology meets trust: Using digital tools to personalize financial planning at scale. Redefining retirement: From an end point to a new phase of meaning, purpose, and contribution. Employer wins: Why group retirement plans are a competitive advantage for engagement and culture. We talk about: 00:00 Introduction 03:00 From competitive running to leading at Common Wealth 04:00 How Common Wealth is closing Canada's retirement gap 06:00 The biggest barriers to offering group retirement plans 09:00 Financial literacy and breaking the taboo around money 10:00 Retirement planning as part of overall wellbeing 12:00 How younger generations are engaging with retirement savings 15:00 Making financial confidence accessible through technology 18:00 Balancing fees, service, and meaningful financial outcomes 20:00 Personalization in benefits: what employees truly want 22:00 The evolution of retirement: purpose, health, and longevity 25:00 The psychology of retirement and identity beyond work 27:00 Wins for employers heading into 2026: new and upgraded plans 30:00 Planting trees for future generations through better access and education Connect with Connor LinkedIn: https://www.linkedin.com/in/connorbays Website: https://www.commonwealthretirement.com/ Connect with Us LinkedIn: Robin Bailey and Al McDonald Website: Aria Benefits and Life & Legacy Advisory Group

In this episode, host Kevin Thompson and Certified Financial Planner Practitioner Joy Slabaugh dive into a holistic approach to retirement planning—one that goes far beyond the numbers.They explore the emotional, psychological, and social challenges many retirees face, including the loss of identity, isolation, and shifting purpose. Joy shares how nurturing relationships, staying engaged in the community, and creating purposeful routines can help individuals thrive in retirement.Together, Kevin and Joy challenge the traditional definition of “retirement readiness,” reminding listeners that true fulfillment in retirement isn't just about financial security—it's about connection, meaning, and living intentionally.Planning to Retirement vs. Planning for Retirement (00:02:09)Challenges Beyond Money: Emotional and Family Concerns (00:06:01).Warning Signs of Struggling with Retirement Transition (00:08:49)Evolutionary Perspective on Work, Community, and Well-being (00:10:53)Loss of Community & Impact on Well-being (00:12:34)Intentional Community Building in Retirement (00:15:48)Practical Advice: Relationship Inventory (00:21:31)Conclusion & Final Thoughts (00:22:49)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Transitioning from retirement is about far more than finances—it's a profound shift in identity, purpose, and emotional grounding. Elizabeth Zelinka Parsons, J.D., a former attorney turned retirement transition expert, helps high achievers navigate this rebirth with clarity and optimism. Drawing from her own journey of leaving a high-powered legal career, Elizabeth shares how to find meaning beyond titles and redefine success through purpose, healing, and self-discovery. With practical tools from her Encore program and heartfelt wisdom, she guides listeners to see retirement not as an ending, but as a graduation into a more intentional, fulfilling life.

In this episode of Retire Fit Radio, Nathan Fort discusses the importance of redefining retirement beyond just financial assets. He introduces the Breakaway Point Calculator, which helps individuals determine when they can retire based on their financial situation. The conversation shifts to legacy planning, emphasizing that it encompasses more than just wills and trusts. Nathan also addresses upcoming changes in estate tax exemptions and the necessity of having a comprehensive financial plan, referred to as the Vital View. The episode further explores strategies for retirement income, including the three-bucket strategy and the importance of preparing for unexpected life events with a 'shock blanket'. Finally, Nathan tackles real-life retirement scenarios, providing insights on how to navigate common challenges. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

"Comedy is power because when you make people laugh, you make people listen." -Lynn Harris Our hosts, Stephanie McCullough and Kevin Gaines, explore the unexpected world of midlife comedy careers with Lynn Harris! She's the founder of Gold Comedy, a comedy school and professional network specifically designed for women and non-binary creators seeking to build comedy careers or creative side hustles. Lynn's journey from journalist and standup comic is proof that midlife transitions can be moments of opportunity and not just crisis. She describes a "very vocal, powerful, creative, awesome cohort" of women in their forties, fifties, and better who arrive at Gold Comedy with a clear message: "I'm doing this." These aren't bucket-list dabblers. They're women like Rocky, a retired high school art teacher who came saying, "I know I'm funny, but I don't know how to write a joke." Three years later, she's touring with her half-hour solo show and writing for a sketch team. Or Billie from Portland, whose pilot "Batshit Debbie" is now in development with a well-known comedian attached. Lynn tells us that comedy serves as more than entertainment. “Humor,” she says, “inspires trust.” When a comic takes you through a setup to an unexpected punchline, everyone's connected. "You all who got that joke have something in common," Harris explains. Technology has democratized access to comedy education. No longer must aspiring comics brave potentially hostile open mics or relocate to major cities. Through Zoom classes and social media, women can develop their craft from home, finding their unique voice without geographic or social barriers. Most importantly, Harris reminds us that while natural talent helps, comedy is learnable. It requires practice, understanding the science of humor, and most crucially, developing your unique perspective. That's something midlife women already possess in abundance!   Key Topics: Gold Comedy's Mission and Midlife Students (3:04) Empty Nest as Creative Catalyst (6:24) Rocky's Journey from Art Teacher to Touring Comic (11:01) Can Anyone Learn to Be Funny? (13:42) Women Still Facing One-Woman-Per-Show Reality (18:27) How Comedy Builds Trust and Connection (27:18) Remote Comedy Education Breaking Down Barriers (32:59) Stephanie and Kevin's Wrap Up (39:05) ·   Resources: •    Classes, events, and info at GoldComedy.com •    Gold Comedy on Instagram (DM and mention that you heard Lynn on this episode for a 10% discount!)   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

What if the hardest part of retirement isn't money, markets, or even health but your identity?  In this episode of Retirement Planning Simplified, Joe Curry talks with Elizabeth Zelinka Parsons, retirement transition expert and author of Encore: A High Achiever's Guide to Thriving in Retirement. Elizabeth shares her own story of leaving a demanding law career, struggling with a loss of purpose, and rebuilding her identity in a way that now helps others do the same. Together, Joe and Elizabeth talk about why retirement is more than a finish line, it's a reinvention. Check out the show notes for EP161 HERE.

Join us as we explore the inspiring stories of Erica Baird and Karen Wagner, two phenomenal women who shifted from a successful legal career to a vibrant retirement filled with purpose and community engagement. Growing up amidst strong female role models, Erica was inspired by tales of extraordinary women, leading her to pursue law. Alongside her fellow NYU alum Karen, they navigated a male-dominated field, finding strength in solidarity and passion.In this episode, discover how they embraced retirement with a sense of adventure, channeling their skills into supporting nonprofits and launching Lustre—a platform celebrating the contributions of older women. Their journey is reinforces the idea that retirement can be a time of exploration, growth, and meaningful engagement.Connect with LustreEmail Janice: stopdiets@aol.comJanice's Website: http://stopdiets.comIf you enjoy the podcast, please leave a positive rating and review!

Today, on Karl and Crew, we remembered Political Activist Charlie Kirk. The tragedy of this event reminds us that tomorrow isn’t promised, but we must remember that our God is sovereign. Despite the confusion and chaos of this world, we can find comfort in knowing our God is in control, even if we don’t understand it all. We then played a special reading of the poem “Meet Me in the Stairwell” by Stacey Randall and voiced by the late Mike Kellogg, in honor of 9/11. We then had David Szafranski join us to talk about continuing God’s work in retirement. David is the President and Founder of Edgewater Investment Group. He is also the host of the podcast, Financial Revelations. He has also written the book, “The Sin of Retirement.” We also talked about our upcoming Fall SHARE and our need for prayers! We’re calling all prayer warriors to join us in prayer for the Lord’s provision and to help people take their next step with Jesus. To get involved, you can text the word CREW to 800-555-7898 to sign up for a 30-minute prayer slot or head directly to the website to sign up. You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Remembering Charlie Kirk [00:07, 39:53 ] Remembering 9/11 ( Meet Me at the Stairwell) [10:02 ] David Szafranski Interview (Retirement) [44:39] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we remembered Political Activist Charlie Kirk. The tragedy of this event reminds us that tomorrow isn’t promised, but we must remember that our God is sovereign. Despite the confusion and chaos of this world, we can find comfort in knowing our God is in control, even if we don’t understand it all. We then played a special reading of the poem “Meet Me in the Stairwell” by Stacey Randall and voiced by the late Mike Kellogg, in honor of 9/11. We then had David Szafranski join us to talk about continuing God’s work in retirement. David is the President and Founder of Edgewater Investment Group. He is also the host of the podcast, Financial Revelations. He has also written the book, “The Sin of Retirement.” We also talked about our upcoming Fall SHARE and our need for prayers! We’re calling all prayer warriors to join us in prayer for the Lord’s provision and to help people take their next step with Jesus. To get involved, you can text the word CREW to 800-555-7898 to sign up for a 30-minute prayer slot or head directly to the website to sign up. You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Remembering Charlie Kirk [00:07, 39:53 ] Remembering 9/11 ( Meet Me at the Stairwell) [10:02 ] David Szafranski Interview (Retirement) [44:39] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we remembered Political Activist Charlie Kirk. The tragedy of this event reminds us that tomorrow isn’t promised, but we must remember that our God is sovereign. Despite the confusion and chaos of this world, we can find comfort in knowing our God is in control, even if we don’t understand it all. We then played a special reading of the poem “Meet Me in the Stairwell” by Stacey Randall and voiced by the late Mike Kellogg, in honor of 9/11. We then had David Szafranski join us to talk about continuing God’s work in retirement. David is the President and Founder of Edgewater Investment Group. He is also the host of the podcast, Financial Revelations. He has also written the book, “The Sin of Retirement.” We also talked about our upcoming Fall SHARE and our need for prayers! We’re calling all prayer warriors to join us in prayer for the Lord’s provision and to help people take their next step with Jesus. To get involved, you can text the word CREW to 800-555-7898 to sign up for a 30-minute prayer slot or head directly to the website to sign up. You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Remembering Charlie Kirk [00:07, 39:53 ] Remembering 9/11 ( Meet Me at the Stairwell) [10:02 ] David Szafranski Interview (Retirement) [44:39] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we remembered Political Activist Charlie Kirk. The tragedy of this event reminds us that tomorrow isn’t promised, but we must remember that our God is sovereign. Despite the confusion and chaos of this world, we can find comfort in knowing our God is in control, even if we don’t understand it all. We then played a special reading of the poem “Meet Me in the Stairwell” by Stacey Randall and voiced by the late Mike Kellogg, in honor of 9/11. We then had David Szafranski join us to talk about continuing God’s work in retirement. David is the President and Founder of Edgewater Investment Group. He is also the host of the podcast, Financial Revelations. He has also written the book, “The Sin of Retirement.” We also talked about our upcoming Fall SHARE and our need for prayers! We’re calling all prayer warriors to join us in prayer for the Lord’s provision and to help people take their next step with Jesus. To get involved, you can text the word CREW to 800-555-7898 to sign up for a 30-minute prayer slot or head directly to the website to sign up. You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Remembering Charlie Kirk [00:07, 39:53 ] Remembering 9/11 ( Meet Me at the Stairwell) [10:02 ] David Szafranski Interview (Retirement) [44:39] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we remembered Political Activist Charlie Kirk. The tragedy of this event reminds us that tomorrow isn’t promised, but we must remember that our God is sovereign. Despite the confusion and chaos of this world, we can find comfort in knowing our God is in control, even if we don’t understand it all. We then played a special reading of the poem “Meet Me in the Stairwell” by Stacey Randall and voiced by the late Mike Kellogg, in honor of 9/11. We then had David Szafranski join us to talk about continuing God’s work in retirement. David is the President and Founder of Edgewater Investment Group. He is also the host of the podcast, Financial Revelations. He has also written the book, “The Sin of Retirement.” We also talked about our upcoming Fall SHARE and our need for prayers! We’re calling all prayer warriors to join us in prayer for the Lord’s provision and to help people take their next step with Jesus. To get involved, you can text the word CREW to 800-555-7898 to sign up for a 30-minute prayer slot or head directly to the website to sign up. You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Remembering Charlie Kirk [00:07, 39:53 ] Remembering 9/11 ( Meet Me at the Stairwell) [10:02 ] David Szafranski Interview (Retirement) [44:39] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we remembered Political Activist Charlie Kirk. The tragedy of this event reminds us that tomorrow isn’t promised, but we must remember that our God is sovereign. Despite the confusion and chaos of this world, we can find comfort in knowing our God is in control, even if we don’t understand it all. We then played a special reading of the poem “Meet Me in the Stairwell” by Stacey Randall and voiced by the late Mike Kellogg, in honor of 9/11. We then had David Szafranski join us to talk about continuing God’s work in retirement. David is the President and Founder of Edgewater Investment Group. He is also the host of the podcast, Financial Revelations. He has also written the book, “The Sin of Retirement.” We also talked about our upcoming Fall SHARE and our need for prayers! We’re calling all prayer warriors to join us in prayer for the Lord’s provision and to help people take their next step with Jesus. To get involved, you can text the word CREW to 800-555-7898 to sign up for a 30-minute prayer slot or head directly to the website to sign up. You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Remembering Charlie Kirk [00:07, 39:53 ] Remembering 9/11 ( Meet Me at the Stairwell) [10:02 ] David Szafranski Interview (Retirement) [44:39] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we remembered Political Activist Charlie Kirk. The tragedy of this event reminds us that tomorrow isn’t promised, but we must remember that our God is sovereign. Despite the confusion and chaos of this world, we can find comfort in knowing our God is in control, even if we don’t understand it all. We then played a special reading of the poem “Meet Me in the Stairwell” by Stacey Randall and voiced by the late Mike Kellogg, in honor of 9/11. We then had David Szafranski join us to talk about continuing God’s work in retirement. David is the President and Founder of Edgewater Investment Group. He is also the host of the podcast, Financial Revelations. He has also written the book, “The Sin of Retirement.” We also talked about our upcoming Fall SHARE and our need for prayers! We’re calling all prayer warriors to join us in prayer for the Lord’s provision and to help people take their next step with Jesus. To get involved, you can text the word CREW to 800-555-7898 to sign up for a 30-minute prayer slot or head directly to the website to sign up. You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Remembering Charlie Kirk [00:07, 39:53 ] Remembering 9/11 ( Meet Me at the Stairwell) [10:02 ] David Szafranski Interview (Retirement) [44:39] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Apply to be in my next Learning Leader Circle - https://learningleader.com/leadership-circles/ This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. www.InsightGlobal.com/LearningLeader Notes: Key Learnings The Mad Scientist Emotional Profile – High achievers typically have both high positive and high negative affect. "Hustlers, hard workers, strivers, entrepreneurs, ambitious people, they're in that quadrant of high positive, high negative affect." This creates intensity but requires management of negative emotions. Dangerous Negative Affect Management – People try to manage high negative affect through alcohol, excessive internet use/pornography, and workaholism. "The isms, the addictions, they're almost all negative affect management techniques." Two Best Ways to Manage Negative Affect: Faith, Spirituality, Philosophy - "Every day, go deep" into transcendent practices Physical Exercise - "Go pick up heavy things" - resistance training moderates negative emotions Arthur's 4:30 AM Protocol – Wakes at 4:30, works out 4:45-5:45, attends mass 6:30-7:00, then has high-protein breakfast with dark coffee at 7:45 for 4 hours of peak creative focus. "I get four hours of creative concentration with maximum dopamine." Exercise Reduces Unhappiness, Doesn't Create Happiness – "Working out hard... moderates negative affect. It makes you less unhappy" rather than directly increasing positive emotions. The Failure Journal Method – Write down failures/disappointments, return after 3 weeks to note learnings, return after 2 more months to identify good things that resulted. This installs learning in the prefrontal cortex rather than letting it "float around limbically." Early Success Can Be Dangerous – Scholars rejected for early research grants outperformed those with early success. "Much better is when you do the work and build yourself up... be a wholesaler before you become a retailer." Management Doesn't Provide Flow – "There's one kind of job where you don't get flow, and that's management... you're getting jerked from thing to thing to thing." Being CEO was "satisfying, but not enjoyable." Intelligence Must Serve Others – "Intelligence is just another gift... whether or not it makes you happier depends on whether or not you're using it to make other people happier." Denigrating others for lower intelligence indicates misusing your gift. The Arrival Fallacy – Olympic gold medalists often experience depression after winning because positive emotion comes from progress toward goals, not achieving them. "Your positive emotion doesn't exist to give you a permanent good day." Two Midlife Crisis Solutions: Focus on what age gives you rather than takes away Choose subtraction over addition - appreciate what you no longer have to do Making Changes Stick Requires Three Elements: Understand the science - Know why something works Change your habits - Actually implement different behaviors Teach it - Explain it to others to cement learning in the prefrontal cortex The Happiness Formula – "Use things, love people, worship the divine" instead of the natural impulses to "love things, use people, and worship yourself." Multi-generational Living Benefits – Arthur lives with adult children and grandchildren: "The research is clear that the closer you are to your grandchildren... the better it is for everybody." Quotes: "I get four hours of creative concentration with maximum dopamine in my prefrontal cortex... ordinarily I would get an hour and a half, two hours of real clarity." "The isms, the addictions, they're almost all negative affect management techniques." "Working out hard... makes you less unhappy. The research is very clear." "Being the boss isn't that fun. It just isn't." "I have carefully accounted for all of my days of happiness. They add up to 14." (Emir of Cordoba) "What's first prize in a pie eating contest? The answer is pie. So I hope you like pie." "Beware the corner office boys. Beware the corner office." "Use things, love people, worship the divine." "Watch one, do one, teach one." (Harvard Medical School) "Don't trust your impulses. Your impulses are to love things, use people, and worship yourself." Life Lessons Develop Daily Discipline Early - A Consistent morning routine with exercise and spiritual practice creates optimal brain chemistry for peak performance throughout the day. Manage High Achievement Personality - If you're a driven person, recognize you likely have high negative affect that needs healthy management through exercise and transcendent practices. Reframe Career Setbacks - Early failures often build stronger foundations than early successes. Use disappointments as learning opportunities through systematic reflection. Question Management Ambitions - Consider whether you enjoy management or just want the status/money. Management roles inherently provide less flow and enjoyment. Use Intelligence to Serve Others - Your cognitive gifts should lift others up, not put them down. Intelligence without service leads to unhappiness. Focus on Progress, Not Arrival - Derive satisfaction from forward momentum in meaningful work rather than achieving specific goals that won't provide lasting happiness. Embrace What Age Gives - In life transitions, focus on new capabilities and freedoms rather than what you're losing or leaving behind. Teach What You Learn - The most effective way to cement new habits and insights is to explain them to others. Teaching accelerates your own learning. Choose Subtraction - Happiness often comes from eliminating negative elements (bad meetings, toxic relationships) rather than adding more positive ones. Build Multi-Generational Relationships - Prioritize time with family across generations. The research strongly supports benefits for all parties. Exercise for Mental Health - View physical training as medication for negative emotions rather than just physical fitness. Cultivate Transcendent Practices - Whether religious, philosophical, or spiritual, daily engagement with something larger than yourself moderates negative emotions and provides meaning. Time Stamps: 00:10 Arthur's Fitness and Health Routine 02:01 Link Between Fitness and Happiness 04:03 Managing Negative Emotions 06:23 Morning Routines 13:24 The Importance of Failure 22:26 The Reality of Promotions and Leadership 27:56 The Power of Intelligence: A Double-Edged Sword 28:28 Using Gifts to Spread Happiness 29:20 The Impact of Helping Others 33:28 Avoiding the Arrival Fallacy 36:36 Redefining Retirement and Midlife 47:39 The Importance of Teaching and Learning 51:28 Life Advice 53:01 EOPC (End of the Podcast Club)

In this episode, Emma welcomes Jane Moffett, a coach and author who specializes in helping women navigate the transitions in their careers and lives. Jane is the founder and director of Kangaroo Coaching, a company that works with organisations who are committed to creating progressive workplace cultures. She runs coaching programmes for new parent employees and their line managers, offers 1:1 and group coaching, and is a researcher and writer. Her most recent work is with women who are navigating their way out of work and into their next stage of life. She regularly runs her ‘Empowered Women' courses aimed at the late-career stage, and her book ‘What next? The savvy woman's guide to redefining retirement' is out on 9th September.   Key Points & Takeaways Postmenopausal Zest: coined by Margaret Mead, this concept refers to a renewed sense of purpose and clarity that many women experience after menopause. Jane emphasizes the importance of authenticity during this stage, encouraging women to pursue what truly lights them up. The Third Stage of Women's Careers: This stage is characterized by a shift from “work you need to do” to “work you want to do.” Jane highlights the importance of leveraging past experiences and networks when transitioning into new ventures. Entrepreneurship Among Women: The fastest-growing cohort of entrepreneurs is women in their fifties. Jane encourages bravery and proactivity, urging women to draw on their strengths and reach out to their networks. Navigating Empty Nest Syndrome: Acknowledging the psychological transition when children leave home can help women focus on their own identities and aspirations. Investing in Intangible Assets: Jane discusses the concept of investing in productive, vitality, and transformational assets to enhance longevity and fulfilment in life. Self-knowledge and community involvement are crucial for successful transformation. Finding Purpose: The Japanese concept of "Ikigai" is introduced as a framework for finding purpose by combining what you love, what you're good at, and what contributes to others. Jane shares practical exercises like free writing to help individuals discover their purpose. The Gender Pension Gap: Women often retire with significantly less in pension savings compared to men, primarily due to salary disparities and career breaks. Jane stresses the importance of considering pension wealth in life planning, especially during major life transitions like divorce. Redefining Retirement: The traditional binary view of work and retirement is evolving; people are exploring varied paths that may include part-time work, entrepreneurship, or new hobbies. Planning for retirement should focus on creating a fulfilling and personalized experience. Resources Jane's Website: Kangaroo Coaching – where you can find resources and a workbook for self-reflection: https://kangaroocoaching.net/from-retired-to-redefined  Jane's Book: What Next? The Savvy Woman's Guide to Redefining Retirement – available from September 9, 2025 Exploratory Writing by Alison Jones – a resource for reflective writing practices. If you enjoy the podcast please help us grow by sharing this episode, or writing a review. Want to work with me? Join me over at www.holdingupthesky.com  Coaching with me at http://www.thetripleshift.org   Menopause in the workplace support at www.managingthemenopause.com  Connect with me at https://www.linkedin.com/in/emmacthomas/   Follow along on Instagram at https://www.instagram.com/middlingalong_podcast/  Or subscribe to my Substack at https://middlingalong.substack.com/ 

Gen X may be the “forgotten generation,” but they're shaping retirement in powerful new ways.Melissa Joy, CFP®, sits down with retirement coach Joy Levin, founder of GenX Encore, to explore how high-achieving Gen X professionals can prepare for what's next. With longer lifespans, fewer pensions, and careers built on resilience, Gen Xers are facing retirement unlike any generation before.Joy shares her research and coaching insights on navigating the identity shifts, social transitions, and planning gaps that often go unaddressed in traditional financial prep. Together, they unpack how to reframe retirement as an encore—a purposeful, fulfilling new chapter.

"What I really was grieving was the loss of what I'd hoped my marriage would have been." – Pat Fenner Our hosts, Stephanie McCullough and Kevin Gaines, sit down with author and podcaster Pat Fenner, who shares her powerful journey through "gray divorce"—divorce that happens to women over 50, typically after a decade or more of marriage. After 37 years of marriage, Pat found herself having to start over at an age when most couples are planning retirement together. Her story brings to light the unique challenges facing women in gray divorce, from employment gaps that make renting an apartment nearly impossible to the crushing blow to self-worth that comes with feeling "unemployable" after decades focused on family. Pat's transformation from feeling like she'd "end up being a greeter at Walmart" to building a successful podcast production business offers hope and practical wisdom. Her journey highlights hidden skills many women possess but don't recognize—skills developed through years of unpaid but invaluable work managing households, raising children, and caring for aging parents. Perhaps most powerfully, Pat discusses reclaiming her identity and becoming what she calls the family "matriarch,” which is not someone who controls, but someone who serves by sharing hard-won wisdom. Her advice to women in similar situations is to take inventory of your skills, involve yourself in family finances before you have to, and remember that "being a grown ass woman" isn't selfish. It's actually inspiring!   Key Topics ●      “What the Heck is Gray Divorce?” (02:14) ●      Employment and Housing Challenges (03:56) ●      The Emotional Toll and Self-Image Impact (06:30) ●      Discovering Hidden Skills and New Purpose (17:48) ●      Overcoming Financial Shame (22:37) ●      Redefining Retirement Goals (28:16) ●      Embracing the Role of Matriarch (34:39)   Resources: ReBuilding Your Life After a Gray Divorce (book) Pat Fenner Website Pat Fenner Gray Resources Silver Women with a Bright Future Podcast   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

In this episode of Retirement Planning Simplified, Joe Curry talks with Karen Gershowitz, travel writer and author, about how travel can help you rediscover purpose, fun, and connection after you retire. Karen shares her journey from running a marketing firm to becoming a full-time travel writer after retirement. She talks about overcoming mobility issues, how slow travel leads to deeper cultural experiences, and practical ways to travel more affordably after 50. Check out the show notes for EP150 HERE

What will the next chapter look like? Join us as Mike Pittman reflects on retiring after decades of work, his dreams of mastering dance, and navigating the complexities of masculinity. From breakfast adventures in Great Britain to profound insights on happiness and societal expectations, Mike shares his journey with honesty and humor. Discover what moves him, what makes a man, and the wisdom he imparts to the next generation. Don't miss this heartfelt conversation on life, dreams, and finding fulfillment. Mike is our guest this week for the series It's Raining Men - What do they really think?Mike has been on the podcast before in A Belief it's Going to Work and You are Sharing Their Load.He is on Instagram at Tall Bald Mike Photography.Thanks for being part of the UY conversation.The Unabashed You website has a page for each guest of photos, quotes and a blog with embedded audio at unabashedyou.com. You can find the show on other podcast platforms. Want to lend your support and encouragement? We invite you to follow, rate, review and share.Social media (direct links):FacebookInstagramYouTubeIf you have questions or comments email us at: unabashedyou@gmail.com.We build upon on website visits, social media and word of mouth to share these episodes. We appreciate growth knowing these conversations help you think, celebrate who you are, and move you in some way.So be encouraged and continue to listen, read and be inspired.

Sam Dogen, founder of Financial Samurai and one of the original F.I.R.E. voices, joins Ryan Sean Adams to break down the path to financial independence, whether you're investing in crypto or other asset classes. They unpack 10 milestones to millionaire status, from mindset and momentum to investing, real estate, and entrepreneurship. Sam and Ryan go deep on how to avoid financial landmines, get on the same page with a partner, and define a life where money serves purpose, not the other way around. If you want your net worth to grow without losing your life to the grind, this episode is your roadmap. ------

In this conversation with Gregg Lunceford PhD CFP, Managing Director, Wealth Advisor at Mesirow Wealth Management, we discuss the changing landscape of retirement (why the old model does not work), identity and purpose after retirement, and designing a life beyond the financial plan.

Informed Decisions Podcast | Episode 331 In this insightful episode, Paddy engages with Dr. Gregg Lunceford - retirement researcher, Certified Financial Planner®, and author of Exit from Work: What Will the New You Look Like? -to explore the evolving concept of retirement. Gregg discusses the emotional and psychological aspects of transitioning from traditional employment, emphasising the importance of planning for a fulfilling "third age" of life. He offers valuable perspectives for those in Ireland contemplating retirement or a career pivot, highlighting strategies to navigate this significant life change beyond mere financial considerations.   Key Takeaways Retirement is a transition, not a destination Gregg emphasises that retirement today is less about stopping work and more about reshaping purpose and lifestyle in your later years. Identity and purpose need planning too Many retirees struggle not financially, but psychologically. Planning for how you'll stay engaged, socially connected, and purposeful is just as crucial as financial readiness. Partial retirement is rising Gregg discusses the growing trend of phased retirement and encore careers, where individuals continue to contribute professionally in more flexible, meaningful ways. Ireland's demographic shift mirrors global trends The Irish workforce is aging, and like in the US, people are living longer and working differently. Gregg's insights help contextualise these changes locally. Retirement success is holistic True retirement readiness includes emotional well-being, social networks, mental stimulation, and health - not just a pension fund or lump sum I hope it helps!   Gregg's book - EXIT FROM WORK: What Will The New You Look Like? eBook : Lunceford, Gregg: Amazon.co.uk: Books Gregg's book recommendation - Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind  Disclaimer

Welcome back to the Shift with Elena Agar Podcast! In this episode, Elena reconnects with Millree Williams, a certified career and retirement coach, for an eye-opening conversation about what it really means to transition into retirement in today's rapidly changing world. As more baby boomers cross the traditional retirement age—and as economic shifts and workplace uncertainties push some to consider retiring earlier than planned—Millree shares his insights into the unique challenges facing professionals over 40 and beyond. But this isn't about financial planning. Instead, Elena and Millree dive into the emotional and psychological aspects of retirement, why purpose and identity matter so much in this new chapter, and how individuals – no matter their age - should always be considering the many chapters of their lives. How organizations can better support employees as they prepare for life after work. And, finally, why this support benefits the organization's bottom line. Whether you're years from considering retirement or it's coming up fast, this episode is sure to inspire you to think intentionally about your next chapter and begin equipping you with ideas for navigating the path ahead. Tune in for a candid, uplifting look at how to design a fulfilling retirement—and why it's never too early to start planning for what comes next.Time stamps:00:00 Navigating Career Transition After 4003:59 Retirement Coaching Challenges07:45 Life Transitions as Novel Chapters10:09 Shifting Job Market and Retirement Challenges14:50 "Plan for Career Change Early"18:47 Employee Well-being and Succession Benefits20:05 Retirement: Employees as Brand Ambassadors23:47 "Supporting Aging Workforce Talent"28:58 Prioritizing Time with Aging Parents30:45 Redefining Retirement for Non-Professionals35:03 "Gratitude for Discussing Key Topic"Connect with Millree on LinkedIn: https://www.linkedin.com/in/millreewilliams/Website: https://www.willekop.com/Email: millree@willekop.comFollow Elena: LinkedIn: https://www.linkedin.com/in/elenaagaragimova/Instagram: https://www.instagram.com/elenaagaragimova/Website: https://elenaagar.com/Listen on:Apple: https://podcasts.apple.com/us/podcast/shift-with-elena-agar/id1530850914Spotify: https://open.spotify.com/show/5UKh6dWcuQwJlmAOqD8wij

What if retirement wasn't the end of your story—but the beginning of your legacy? In this episode, Joe chats with Dr. Deborah Heiser, a developmental psychologist and founder of The Mentor Project, about how retirees can find purpose, connection, and fulfillment through mentorship, movement, and mindset. They explore the concept of generativity—our natural drive to give back—as a key to emotional well-being in midlife and retirement. Deborah shares how mentoring others boosts both health and happiness, why reframing retirement as an opportunity (not a decline) is essential, and how small daily habits like walking and social connection can greatly improve quality of life. Check out the show notes for EP 141 HERE  

In this episode of the podcast, the host welcomes Ari Taublieb CFP, the host of the Early Retirement Podcast, to discuss the ins and outs of early retirement. Ari shares his journey from a would-be professional soccer player to a certified financial planner disenchanted with traditional financial strategies aimed at the ultra-wealthy. He critiques the FIRE (Financial Independence, Retire Early) movement, advocating instead for Financial Independence and Recreational Employment. Ari emphasizes the importance of planning for personalized financial goals rather than adhering to broad and often misleading retirement formulas. The discussion covers a wide range of topics including the utility of brokerage accounts, the impact of taxes on retirement planning, and the 4% rule. Ari offers practical advice on achieving financial independence without sacrificing quality of life, while also offering resources like his Early Retirement Academy to help listeners design their own early retirement plans. 00:00 Welcome and Introduction to the Guest 00:39 Ari's Perspective on Early Retiremen t 02:37 Ari's Journey to Early Retirement Advocacy 04:51 Advice for Nurses Considering Early Retirement 06:09 The Power of Investing for Early Retirement 09:40 Planning for Big Expenses in Retirement 12:46 Critique of the 4% Rule and Alternative Strategies 15:04 Navigating Market Fluctuations in Retirement 15:34 The 4% Rule and Financial Flexibility 16:32 When to Seek Financial Advice 17:45 The Importance of Self-Education in Finance 18:41 Investment Accounts for Early Retirement 20:33 Tax Strategies for Early Retirement 23:05 Planning for Early Retirement 25:16 Redefining Retirement and Personal Goals 27:58 Resources and Recommendations To connect with Ari: @earlyretirementari If you want to learn about FI/RE movement, Register Here to access the FI/RE for Nurses Workshop Replays + bonuses Scrubs and Stocks Podcast is a podcast hosted by Ellaine Maala, RN, NP who is a finance educator, nurse, and owner of NursingFlowsheet LLC, which is a finance and career blog for nurses. This podcast is created to help nurses build wealth through investing in the stock market, real estate or in their own businesses. Nurses deserve options whether they want to retire early or work until retirement. If you want to connect with Ellaine, follow her on: Instagram: @nursewhoinvests TikTok: @nursewhoinvests Blog: nursingflowsheet.com , nursewhoinvests.com Download my free checklist on what you need to do before investing: PREREQ CHECKLIST “Stay Hydrated and Stay Invested!” - your rich nurse bestie SHOW DISCLAIMER: This show may contain affiliate links or links from advertisers where we earn a commission, direct payment or products. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. The views and opinions expressed by guests on this platform are their own and do not reflect the views or opinions of the institutions with which they are affiliated. Any information provided by guests is intended for informational and discussion purposes only. It is important to note that individual perspectives may vary. The hosts and the platform do not endorse or validate the opinions expressed by guests regarding their respective institutions. Listeners are encouraged to independently verify any information provided and to form their own opinions based on a comprehensive consideration of various perspectives. Opinions are our own.

Get our FREE Relationships Toolkit! https://bit.ly/42pBf5m Retirement wasn't built with women in mind, and for many, it doesn't feel the way they expected. In this video, Jody shares her personal journey of navigating the emotional and mental challenges of retirement...like loneliness, lost identity, and outdated expectations and how she turned things around by redefining life on her own terms. She outlines seven practical actions to help you create a more fulfilling, energized, and purpose-driven retirement. If you're ready to stop drifting and start living intentionally, this video is for you. #retirement_transformed #retirementcouple #retirement BUY MARK'S BOOK! The Evolving Man: Life Virtues Men Don't Talk About USEFUL FINANCIAL TOOLS https://geni.us/new_retirement Use this link for a FREE 14 Day Trial! [Get the FREE Downsizing Guide] How to prepare to downsize your home CONNECT: Engage in our Free Facebook Community ✔️ Facebook: https://www.facebook.com/retirementtransformed ✔️ Instagram: https://www.instagram.com/retirementtransformed ✔️ LinkedIn: https://www.linkedin.com/company/retirementtransformed ✔️ Amazon Shop: https://www.amazon.com/shop/retirementtransformed ABOUT RETIREMENT TRANSFORMED Husband and wife duo, Mark & Jody Rollins, inspire and serve as personal guides to meaningful, transformational journeys for individuals who are planning for, going through or are living in retirement. This is everything in retirement beyond your financial plan. We are not financial advisors or medical experts. Any advice we give is our own and should not be taken as professional advice. This video is for informational and entertainment purposes only. Please seek professional assistance before making any financial decisions or changes that can affect your physical or mental health. FTC: Some links mentioned above may be affiliate links, which means we earn a small commission if you buy a product from the specific link. This video is not sponsored. All Content and video segments are the copyright and owned by ©Retirement Transformed and cannot be used without permission.

Advice on getting outside your comfort zone and the benefits you'll find waiting on the other side, plus some tips to help you retire well - no matter what stage of life you're in right now. Elizabeth Zelinka Parsons joins us with some great insights on this episode of the Just Say It podcast.

In this episode, we dive into the journey of Peter Lock and Susan Naber as they transition from the bustling city life of Chicago and later Florida, to the charming coastal cities of Puerto Vallarta and Mazatlan in Mexico.  With over a decade of contemplating a move abroad, Peter and Susan share their insightful and relatable experiences of relocating to Mexico, driven by the allure of lower healthcare costs, warmer climate, and a vibrant culture.  From meticulously planning their move to navigating the local communities and embracing the rich lifestyle Mexico offers, their story is both an eye-opener and a guiding light for anyone considering a similar leap.  Join us as we explore the challenges, joys, and endless possibilities of living life by design in beautiful Mexico. Tune in for firsthand advice, practical tips, and inspiring tales of expatriate life. Key Moments:  05:36 Colonial Lifestyle: Campeche's Appeal 07:52 Rethinking Retirement Plan 11:09 "Navigating Facebook Rental Success" 20:27 Minor Adjustments in New Routines 24:00 Grateful for Beautiful Surroundings 28:19 Exploring Rental Options Online 39:44 "Research Before Relocating" 42:46 Avoid Regret, Embrace Support 43:58 "Start Your Mexican Retirement Journey" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

There is no one right way to retire. Even if you don't do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don't. In this episode, we're Taking Back Retirement by redefining the old image and definition of this phase of life. Our hosts Stephanie McCullough and Kevin Gaines break it down in this rerun episode dating back to episode 2 from 2020.   Key topics: Redefining Retirement to What YOU Want to do  (02:12) When Things Don't Go According to Plan (07:34) How Technology is Changing Retirement (10:19) Being Realistic (12:24) Other Ways You Can Make Money While Retired (14:05) Preparing for Your #2ndHalfPlan (15:31)     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

In this episode of The TRU Leader Podcast, we dive into the transformative concept of encore careers with special guest Dr. Michelle Prince, author of "Creating Your Encore Career: A Guide to Finding Purpose and Prosperity in Your THIRD Act." With longer lifespans and shifting cultural norms, retirement is no longer about slowing down—it's about aligning your passions with meaningful work. Michelle shares actionable insights on redefining retirement, from planning your encore career early to exploring the balance between personal fulfillment and financial security. Through inspiring real-life stories, she demonstrates how anyone can pivot from their traditional roles to pursue work they truly love.Tune in to uncover how to leverage networking, embrace new opportunities, and design a fulfilling third act that reflects your unique values and goals. Whether you're nearing retirement or simply rethinking your future, this episode is packed with practical strategies and inspiration to help you take charge of your next chapter. Don't miss this chance to learn how to create a legacy filled with purpose and prosperity—listen now.For full show notes and links, visit https://www.missinglogic.com/truleaderIf you found value in this episode, please subscribe and leave us a review on Apple Podcasts!SOCIAL MEDIA LINKS:https://www.linkedin.com/company/missinglogic-llcSummary:This week on The TRU Leader Podcast, special guest Dr. Michelle Prince, author of "Creating Your Encore Career: A Guide to Finding Purpose and Prosperity in Your THIRD Act," explores the evolving concept of retirement, focusing on encore careers that align with personal passions and values. With people living longer and seeking meaningful work beyond traditional careers, Michelle shares practical strategies for transitioning into purposeful roles while balancing financial security and personal fulfillment. Through real-life examples, she illustrates how to navigate this life stage with flexibility, planning, and a focus on personal branding and networking. This insightful conversation redefines retirement as an opportunity for growth, purpose, and prosperity.In this podcast, business leaders navigate the challenges of high-pressure jobs, tackling burnout, micromanagement, and decision fatigue while honing emotional intelligence, communication skills, and problem-solving abilities to strengthen their leadership identity. Through discussions on leadership development, stress management, conflict resolution, and time management, listeners gain insights into achieving work-life balance, overcoming the struggles of being overworked, and fostering personal growth in the ever-evolving workplace.

Tim Ulbrich, YFP Co-Founder welcomes back David Zgarrick, PhD to share his journey into "preferment," balancing retirement, financial planning, and staying engaged through teaching and consulting. Summary In this episode, Tim Ulbrich, YFP Co-Founder, welcomes back David Zgarrick, PhD, as he shares his journey into what he calls the "preferment phase" of life. Dr. Zgarrick opens up about his transition from academia to retirement, the joy of new routines, and the power of early financial planning. He highlights the importance of staying engaged—through consulting, teaching, and meaningful activities—while keeping financial health in check. About Today's Guest David P. Zgarrick, PhD, is Professor Emeritus in the School of Pharmacy and Pharmaceutical Sciences at Northeastern University. Prior to his retirement in 2022, his positions included Associate Dean of Faculty at Northeastern's Bouvé College of Health Sciences, Acting Dean of the Northeastern's School of Pharmacy and Pharmaceutical Sciences, Chair of the Northeastern's Department of Pharmacy and Health Systems Sciences; John R. Ellis Distinguished Chair of Pharmacy Practice at Drake University College of Pharmacy and Health Sciences; and Vice-chair of Pharmacy Practice at Midwestern University Chicago College of Pharmacy. He is a licensed pharmacist, receiving a BS in Pharmacy from the University of Wisconsin - Madison and a MS and PhD in Pharmaceutical Administration from The Ohio State University. Dr. Zgarrick remains engaged in the profession of pharmacy, consulting with universities and teaching pharmacy practice management and entrepreneurship in the health sciences. His scholarly interests include pharmacy workforce research, pharmacy management and operations, pharmacy education, and development of post-graduate programs. He has published over 150 peer-reviewed manuscripts and abstracts, was co-editor of the textbook Pharmacy Management: Essentials for All Practice Settings, and authored the book Getting Started as a Pharmacy Faculty Member. He was editor-in-chief of the Journal of Pharmacy Teaching, Executive Associate Editor of Currents in Pharmacy Teaching and Learning, and is an editorial board member of Research in Social and Administrative Pharmacy. Dr. Zgarrick is active in many professional organizations, including the American Pharmacists Association (APhA) and the American Association of Colleges of Pharmacy (AACP). He served on AACP Board of Directors for twelve years in three different roles, including as Treasurer from 2016-22. Dr. Zgarrick also served on the Board of Visitors for the University of Wisconsin School of Pharmacy, the Board of Grants for the American Foundation for Pharmaceutical Education, and is a Fellow of the American Pharmacists Association. Mentioned on the Show Episode 291: Redefining Retirement with David Zgarrick, Ph.D. Facebook David Zgarrick LinkedIn David Zgarrick Instagram @davidzgarrick  YFP YouTube Channel  YFP Book a Discovery Call YFP Disclaimer Subscribe to the YFP Newsletter Tim Ulbrich on LinkedIn Tim Baker on LinkedIn YFP on Instagram YFP Facebook Group  

Retirement planning isn't about waiting until 65—it's about setting yourself up for a life you love starting right now! Today, Certified Financial Planner Benjamin Brant joins us to challenge traditional retirement thinking. What We Cover: ✅ Retirement planning starts now, not later – Why waiting to plan is the biggest mistake you can make. ✅ Dream big, but expect some ‘bad data' – How testing financial plans (and life plans!) helps you refine your future. ✅ Why trust beats performance in financial planning – A new study shows that your advisor's returns matter less than their integrity. ✅ The Monte Carlo simulation debate – What this financial tool actually tells you (and what it doesn't). ✅ Childhood dreams, stand-up comedy, and time travel? – How revisiting past joys can shape a meaningful retirement. ✅ Choosing the right financial advisor – The #1 factor to look for before handing over your portfolio. Key Takeaways:

Retirement planning isn't about waiting until 65—it's about setting yourself up for a life you love starting right now! Today, Certified Financial Planner Benjamin Brant joins us to challenge traditional retirement thinking.What We Cover:✅ Retirement planning starts now, not later – Why waiting to plan is the biggest mistake you can make.✅ Dream big, but expect some ‘bad data' – How testing financial plans (and life plans!) helps you refine your future.✅ Why trust beats performance in financial planning – A new study shows that your advisor's returns matter less than their integrity.✅ The Monte Carlo simulation debate – What this financial tool actually tells you (and what it doesn't).✅ Childhood dreams, stand-up comedy, and time travel? – How revisiting past joys can shape a meaningful retirement.✅ Choosing the right financial advisor – The #1 factor to look for before handing over your portfolio.Key Takeaways:

Download our FREE Part-Time Jobs for Retirees Guide! Retiring at 65 may not be the right choice for everyone. With people living longer and enjoying fulfilling careers well beyond this age, the traditional retirement timeline might not fit modern lifestyles. Today, we'll discuss why it's crucial to view retirement as a time of reflection rather than a set age. We'll guide you through important questions about health, finances, and life goals to help you design a retirement that aligns with your well-being and aspirations. #retirement_transformed #retirementcouple #retirement BUY MARK'S BOOK! The Evolving Man: Life Virtues Men Don't Talk About USEFUL FINANCIAL TOOLS https://geni.us/new_retirement Use this link for a FREE 14 Day Trial! [Get the FREE Downsizing Guide] How to prepare to downsize your home

Join us to discover how to build a fulfilling encore career with purpose and adaptability. Cathleen is joined by Dr. Michelle Prince, a global leadership coach, human capital consultant, and author of "Creating Your Encore Career." Dr. Prince and Cathleen uncover the unique challenges and opportunities of navigating family-owned businesses, challenging generational stereotypes, and redefining retirement. You'll hear about the emotional aspects of career transitions, the necessity of personal branding, and the dual responsibility between job seekers and employers in overcoming biases. Whether you're considering an encore career or looking to challenge biases in hiring practices, this episode is full of advice to help you create purpose and impact, regardless of age. So, tune in, and let's make your next chapter legendary!   Episode Timeline:  01:02 Why creating purpose beyond retirement is crucial. 09:29 Dr. Prince helps leaders excel and coaching encore careers. 23:06 How to challenge stereotypes and practice self-discovery. 27:21 What does a fulfilling encore career look like?  37:59 Emotional well-being after career transitions. 49:45 Exploring your identity, beliefs, opportunities, and open doors. 59:54 How can work boost emotional and physical health? 01:08:57 Curiosity and questioning foster lifelong learning. 01:17:55 Surround yourself with uplifting, influential people.   Key Takeaways:  Challenging Generational and Age-related Biases: Cathleen and Dr. Prince discuss biases related to age and career transitions, highlighting the importance of curiosity and open-mindedness. Demonstrating personal strengths, adaptability, and willingness to acquire new skills is important. Redefining Retirement and Exploring Encore Careers: With increased lifespans, there is a pressing need to rethink retirement. Dr. Michel Prince emphasises the significance of planning an encore career that balances purpose and income, encouraging activities such as mentoring, freelancing, and volunteer work for personal fulfillment. Embracing Continuous Learning and Adaptability: Dr. Prince highlights the role of curiosity in her career, particularly within human resources. Her journey to obtaining a doctorate, spurred by a desire for intellectual stimulation, reflects the non-linear nature of personal and professional growth.    ABOUT Dr. Michelle Prince  Dr. Michelle Prince is a global leadership coach, HR tech advisor, human capital consultant and author. A certified leadership coach since 2006 with a doctorate in management and organizational leadership, she helps professionals and organizations achieve transformational growth. Michelle has over 30 years of corporate HR experience and now runs her consulting firm, MPrince Consulting LLC. An advocate for sustainability and empowering people to thrive, she wrote the book Creating Your Encore Career in 2024 to inspire others to craft their own fulfilling Encore Careers.    Connect with Dr. Prince: Website: https://www.linkedin.com/company/mprince-consulting  LinkedIn: https://www.linkedin.com/in/michelle-prince-dm  Buy her book: https://www.amazon.com/Creating-Your-Encore-Career-Prosperity/dp/1950336778    Connect: 
  Find | Cathleen O'Sullivan  Business: cathleenmerkel.com   Email: cmc@cathleenmerkelcoaching.com  LinkedIn: https://www.linkedin.com/in/cathleen-merkel/ Instagram: https://www.instagram.com/legendary_leaders_cathleenos/     FOLLOW LEGENDARY LEADERS ON APPLE, SPOTIFY OR WHEREVER YOU LISTEN TO YOUR PODCASTS.

In this eye-opening first installment, Ben Taatjes challenges conventional retirement wisdom by exploring the crucial distinction between being 'retired' and being 'Repurposed.' Discover why society's traditional view of retirement may be holding you back, and learn the fundamental concepts that can transform your retirement from an ending into a new beginning. This episode lays the groundwork for understanding how to approach retirement with purpose and intentionality.See omnystudio.com/listener for privacy information.

Welcome back to The Midlife Makeover Show! In this inspiring episode, Wendy Valentine sits down with Amy Freese, founder and coach of The Empty Nexter, to explore how women in midlife and beyond can reclaim their identity, purpose, and joy. Amy's story of transformation from retirement blues to leading a vibrant, fulfilling life is nothing short of inspiring. With her 3D Design Strategy—Determine, Dream Again, and Discover—Amy empowers women to create their own unique “next chapter.”   Whether you're navigating an empty nest, a career shift, or searching for your authentic self, this episode is packed with actionable tips, heartfelt stories, and plenty of laughs. Don't miss the encouragement you need to dream big, embrace your gifts, and design a future that truly lights you up.   What You'll Learn: How Amy Freese overcame the retirement blues and found purpose through The Empty Nexter. The power of Amy's 3D Design Strategy: Determine, Dream Again, and Discover. Why midlife is the perfect time to evolve, grow, and embrace your authentic self. How to dream out loud, navigate fear, and push past limiting beliefs. Practical advice for taking that next step, whether it's big or small, to design your ideal life.   Episode Promotions: Join the Free Best Year Yet Workshop! Kick off 2025 with clarity, purpose, and energy! Join Wendy Valentine on January 9th, 2025, at 11:00 AM CST for the Best Year Yet Workshop. This free workshop will guide you through envisioning your dream year, energizing your goals, and embodying the life you've been craving.

Life changes aren't easy and one of the biggest, transitioning from work to retirement can cause a lot of stress and anxiety. How can you be more prepared?On this episode of the Queer Money® Podcast, hosts John and David dive into the often daunting topic of retirement planning with retirement planner Suzanne Campi. Suzanne shares insights on alleviating retirement anxieties by envisioning a desired lifestyle. She discusses her unique retirement wheel, which helps clients consider essential life aspects beyond finances, such as health, relationships, purpose, and legacy. Highlighting the importance of being proactive, nurturing community ties, and having a flexible retirement plan, the episode emphasizes that retirement planning should encompass more than just financial stability. Topics covered:00:00 Introduction to Retirement Fears00:23 Guest Introduction: Suzanne Campi01:38 Understanding Retirement Anxiety02:51 Redefining Retirement for Boomers and Gen Xers05:00 The Importance of Purpose in Retirement08:20 Building Community and Relationships09:59 Staying Active and Engaged14:28 Fostering New Friendships17:23 Balancing Friendships in Retirement18:13 Finding LGBT-Friendly Retirement Locations20:39 Planning Your Ideal Retirement23:13 Ritualizing Retirement Transitions31:24 Financial Planning for a Fulfilling Retirement35:05 Connecting with Suzanne Campi36:32 Conclusion and Upcoming EpisodesLet's connect:Queer Money InstagramQueer Money YouTubeConnect with John on LinkedInConnect with David on LinkedInMentioned in this episode:Subscribe to the Queer Money Weekly NewsletterSubscribe here to get weekly money tips, show notes, Queer Money take-aways, give-aways, access to events and more.Subscribe to the Queer Money weekly newsletter

What if retirement wasn't about slowing down but instead about leveling up? In this transformative episode, Eric Brotman, financial advisor, educator, podcast host, and author of Don't Retire, Graduate, challenges the outdated concept of retirement as the end of meaningful contribution. Instead, Eric proposes a new paradigm: viewing retirement as a "graduation" into the most fulfilling chapter of life. Together, we explore why the traditional retirement model no longer fits today's realities and how to embrace financial independence, purpose, and passion in the next stage of life.   About the Guest: Eric Brotman is a seasoned financial advisor, educator, and the visionary behind the Don't Retire, Graduate philosophy. With over 30 years of experience guiding families to achieve financial wellness, Eric empowers individuals to embrace retirement as a springboard to their most meaningful pursuits. He is also the host of a podcast by the same name and a sought-after thought leader in rethinking retirement. Eric's work is dedicated to helping people craft a future filled with purpose, joy, and financial freedom. Reach: https://bfgfa.com    Key Takeaways: Redefining Retirement: Retirement is not the end of work but a transition into a chapter where work becomes optional and life becomes intentional. Breaking the Linear Path: Life doesn't have to follow a fixed sequence of education, work, and retirement. We can dance between phases, creating a personalized and dynamic journey. Financial Independence as Freedom: Achieving financial independence enables individuals to focus on what brings them joy and purpose, rather than adhering to societal expectations. Retirement's Outdated Origins: The traditional idea of retirement as "the end" stems from historical concepts that no longer align with modern longevity and aspirations. Graduation, Not the Finish Line: View retirement as a graduation—a celebration of achievements and a launchpad to explore passions, new projects, and meaningful endeavors. Customizing Your Retirement Journey: Whether it's consulting, volunteering, or pursuing hobbies, retirement can be as structured or flexible as you desire, tailored to your passions and goals. Prepare to toss your cap in the air and embrace this exciting vision for your future!   Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch, DM Me Here: https://www.podmatch.com/hostdetailpreview/avik  Subscribe To Newsletter: https://healthymindbyavik.substack.com/ Join Community: https://nas.io/healthymind Stay Tuned And Follow Us! YouTube - https://www.youtube.com/@healthymind-healthylife Instagram - https://www.instagram.com/podhealth.club/  Threads - https://www.threads.net/@podhealth.club Facebook - https://www.facebook.com/podcast.healthymind LinkedIn - https://www.linkedin.com/in/newandnew/ #podmatch #healthymind #healthymindbyavik #wellness

Arn Cenedella, founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA. Through these experiences, he developed a passion for helping others achieve their own financial freedom through investing in multifamily real estate syndications. Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. In addition, Arn is a limited partner in over 500 units located in the Southeast and Mountain West. Through Spark Investment Group, Arn is putting his decades of real estate expertise to work for his clients, helping them reach their goals and attain the lives they've always wanted to live.   In this episode, we talked to Arn about the real estate market in 2024, retirement and his approach to “re-defining retirement”, his current real estate portfolio, his team and the key to its success, as well as what the future holds for them, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Long-Term Investments;   02:33 Arn's background; 03:43 An insight into the real estate market; 10:15 Re-defining retirement; 12:48 Arn's current real estate portfolio; 19:21 The key to success for his team; 26:28 What the future holds for him and his team; 28:06 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: The 2008 crisis affected his investments. Digital Resource: His mobile phone. Most Recommended Book: Best Ever Apartment Syndication Book. Daily Habit: Working out daily. #1 Insight for investing long-term: Live below your means, invest the difference, and therefore, be one step closer to financial freedom. Best place to grab a bite in Greenville, SC: Urban Wren.   Contact Arn: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.