From Retirement Wisdom
Design Your New
Are you ready to graduate from full-time work?
Retirement today doesn’t come with a road map.
You get to build your own.
Early Bird Pricing now open for the April Group.
Scroll down for details.
Questions? Schedule a call or email [email protected]
Planning for retirement?
Remember that retirement is about much more than money. You’ll benefit by taking a broader approach.
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.
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
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
Embark on a learning journey with a supportive group of fellow travelers
Zoom in from your home or office
A Five Session Group Coaching Program
(limited to 10 participants)
Where Are You Now?
Values & Priorities
Energy & Engagement
Life View & Work View
Building Blocks for a Portfolio Life
Design 3 Alternative
Visions of Your Future
Test Your Visions
Refine Your Pathway
to a Portfolio Life
Map Your Next Steps to
a Portfolio Life
Each virtual group session is 90 minutes via Zoom.
5 Bi-weekly Wednesdays
at 6:00pm ET | 5:00 pm CT | 3:00pm PT
Begins on April 12, 2023 and concludes on June 7, 2023
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 5).
Don’t miss this opportunity to register
at the Early Bird price of $795
by March 27, 2023
Tuition increases later to the regular price $1095
Questions? Email Joe Casey at [email protected] 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 1.5% 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.”
Or email [email protected]