Ready to graduate from full-time work?
Be Intentional about what you’re retiring to.
Registration is now open for the January 2025 Groups
2nd group added | Early Bird discount | Scroll down for details.
Retirement today doesn’t come with a road map.
You get to build your own.
Financial Planning for retirement is quantitative and linear. It’s a left-brain thing.
Planning for your new life after full-time work takes imagination. It’s a right-brain thing.
Why not bring your whole brain to your retirement?
Tap into accessible design thinking tools that help you imagine, and start moving toward, your future with clarity and confidence.
Delay retirement. Don’t delay preparing.
Get ahead of the challenges and explore new possibilities:
DIRECTION Where are you heading – and what will you be doing?
IDENTITY Who will you be now?
PURPOSE What will your new purpose (or purposes) be?
RELATIONSHIPS How will you replace the community at work?
FUN & CHALLENGE What’s the right balance?
ALIGNMENT How in sync are you with other key people in your life?
Tap into a sound process.
One that inspires you to think differently and explore new options.
Take charge of your future.
Join us for a five-session program to define your path forward.
- A small group of 5 to 10 people planning What’s Next, with breakouts and discussions
- A facilitated structured coaching process
- A road map you’ll construct to your new life
Design Your New Retirement Life
Proven Process
Developed by Bill Burnett & Dave Evans at Stanford, authors of Designing Your Life, using Design Thinking
Guided Coaching Experience
Facilitated by veteran coach Joe Casey
Learning Community
Embark on a learning journey with a supportive group of fellow travelers
Offered Virtually
Zoom in from your home or office
A Six Session Group Coaching Program
(Additional session added on Odysseyb Planning)
1
Where You Are?
Values & Priorities
Energy & Engagement
Life View & Work View
2
What’s Possible?
Mind Mapping
Building Blocks for a Portfolio Life
3
What’s Next?
Design 3 Alternative
Visions of Your Future
4
Prototyping
Test Your Visions
Refine Your Pathway
to a Portfolio Life
5
Your Roadmap
Map Your Next Steps to
a Portfolio Life
Group One – 6 Bi-weekly Thursdays
Each virtual group session is 90 minutes via Zoom.
6:00pm ET | 5:00 pm CT | 4:00 pm MT | 3:00pm PT
Begins on January 23, 2025
January 23 | February 6 | February 20 | March 7 | March 20 | April 3
Group Two – 6 Bi-weekly Fridays
Begins on January 17, 2025
12:00pm ET | 11:00 am CT | 10:00 am MT | 9:00 am PT
January 17 | January 31 | February 14 | February 28 | March 14 | March 28
Limited to 10 participants
Bonus for Early Enrollees:
Two one-on-one coaching sessions with Joe Casey included (a $700 value)
(One session before the program begins and one session after Group Session 6).
Don’t miss this opportunity to register
at the discounted Early Bird price of $695
until November 30, 2025
Tuition increases to the regular price of $1,095
Questions? Email Joe Casey at joec@retirementwisdom.com or schedule a call
Your Coach: Joe Casey
Joe’s an executive coach who also helps people create meaningful lives after they graduate from their primary careers. Traditionally, we’ve called that retirement. But today, you get to create your own path.
As a Certified Designing Your Life coach, Joe is trained to help people discover a new direction offering new purpose and greater meaning. He helps people who are retiring – but aren’t done yet – figure out what’s next, blending imagination with pragmatic experimentation.
It’s not theoretical for Joe. He’s done this himself, becoming a coach 14 years ago after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets and Investment Banking. Joe’s earned three Masters degrees and was trained as a certified coach at Columbia University.
Business Insider named Joe as one of 23 innovative coaches who are making a difference. He hosts The Retirement Wisdom Podcast, ranked in the top 1 % of podcasts in popularity according to Listen Notes.
He’s the author of Win The Retirement Game, a book based on his experience helping clients design their new lives
Interested in Working with Joe Casey One-on-One?
Joe works with a select group of clients individually. Schedule a call to discuss if this option is right for you.
What Others are Saying about Designing Your Life with Joe Casey
“Joe Casey is an excellent coach with years of experience in corporate HR and in executive and transition coaching. He truly understands what’s involved in creating a new life after a corporate career. His thought-provoking coaching and guidance inspired me to think bigger and differently about my future. The Designing Your Life process was a game changer for me. I’ve already recommended him to several friends who are thinking about retiring and doing something different.”
“While I was looking forward to retirement, I have to admit I was also afraid. I was unsure about what life would be like and I was concerned by what I saw happening to some colleagues after they retired. The Designing Your Life process was hugely helpful. It helped me envision a new lifestyle and consider possibilities that weren’t anywhere on my radar. I couldn’t be happier with the mix of things I’m doing now. I couldn’t have arrived at this place without Joe’s coaching and the program.”
“I’m indebted to Joe Casey for his tremendous insights and guidance through the Designing Your Life process. His insights, candor and pragmatism were invaluable in helping me create a path forward for retiring at 60. The program really helped me mentally, emotionally and physically prepare for what’s turning out to be a great new phase of life. It helped me make a smoother transition than I was expecting. It gave me clarity and confidence.”
“I’m writing to inform you that our work is done. The process that you led me through resulted in me creating exactly the life I’ve envisioned. I am acutely aware of how I got to this point, and it is because of the Designing Your Life process. Thank you from the bottom of my heart.”
“It is a terrific concept and excellent course for retirees, and those who are going to retire — really anyone in any stage of life.”
“I just found myself wanting more. Joe did an excellent job in the amount of time allotted. I found my classmates very interesting. I loved hearing Joe’s and my classmates’ perspectives. A very worthwhile program.”
“A good investment – it provides a good framework to think about the future. Pertinent content that I could implement immediately.”
“DYL is a very helpful process and a terrific retirement concept. I wish I would have had this process at other times in my life when I really struggled with direction in my career choices.”
“I found the program quite helpful and a good investment in time and money. Excellent material and engaged participants.”
“Thank you, Joe, for your meaningful and insightful podcasts that stimulate ideas and deep thinking. Thank you for your caring and expert facilitation skills, guiding us through the discussions with thoughtful preparation and provocative guidance.”
“It was very positive, opening up my mind to new possibilities in a supportive environment with a helpful process to execute a plan. I appreciate all the time you spent with us individually to coach us and how you always made yourself available to us. That meant a great deal to me, given your busy schedule. I also felt your facilitation was par excellence, giving everyone a chance to react and make comments to what they were experiencing and debriefing all the exercises and homework. Thank you for a very meaningful experience…”
“I extend my deepest gratitude to you, Joe. Thank you so much for including me in this journey. It has truly been a transformative experience in my life.”
Questions?
Or email joec@retirementwisdom.com
