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Early retirement takes more than a good financial plan. You have to evade the traps.

Early Retirement Traps You’re Not Planning For Yet

By Joe Casey Early retirement is a big achievement that’s years in the making. It takes vision, planning, discipline, and sacrifice to reach the point where work becomes a choice and not a financial necessity. But there are some early retirement traps you may not be planning for yet – and they could create challenges that may surprise you. Ten Early Retirement Traps to Avoid As a retirement coach, I see a number of early retirement traps that many of my client’s experience. Putting them off can impact your experience in retirement and mute the rewards of retiring early. The […]

Hiring a Retirement Coach? Here’s What to Look For

By Joe Casey Who needs a retirement coach? There will be over 3.6 million people in the US turning 65 each year for the next two decades. [1] And with many pursuing early retirement, there are more people than ever before navigating the transition to retirement. And there’s a growing cadre of retirement coaches ready to help. But it’s important to hire the right retirement coach for you. What’s Driving the Growth in Retirement Coaching? Retirement is a major life transition with a significant emotional component. There’s a growing awareness that retirement is about much more than money. […]

New Podcast Episodes

Advice for Successful Career Women Transitioning to Retirement – Helen Dennis

What retirement advice for women would an expert offer? Helen Dennis has helped thousands prepare for the non-financial side of retirement planning. She recently celebrated the 18th anniversary of her popular weekly column Successful Aging. In this episode of our retirement podcast we asked Helen to share her views on a range of topics that can help you retire smarter: Why the term retirement needs to be retired The back story of Project Renewment ® The key themes she’s seeing in Project Renewment® groups What the different issues are that men face in this phase of life What gets in […]

Why Building Resilience is Vital in Midlife and Beyond – Jan Zacharjasz

In this episode of our retirement podcast we with talk with Jan Zacharjasz. Jan is a Certified Professional Coach specializing in midlife transitions, including making a midlife career change, focusing on the changing needs of Baby Boomers as they redefine aging today. Jan shares with us her insights and perspective on a range of topics: Her story of what led her to become a coach The key challenges she sees clients dealing with in mid-life and beyond Why resilience building is vital – and whether it’s something you’re born with or can be learned How she helps clients navigate transitions […]