Design Your New Life in Retirement
A highly interactive program for people planning to “retire”. Move from “financial success” to “life success” using the Designing Your Life Methodology.
Limited to 10 participants. Early Bird Pricing ends 12/21.
Is your financial plan more ready for retirement than you are?
You’ve spent decades engineering your career. But retirement brings a big transition. Without a design, it’s easy to drift. This program helps you redesign, instead of merely retiring.
“While I was looking forward to retirement, I have to admit I was also afraid.. The Designing Your Life process was guely helpful. It helped me envision a new lifestyle and consider possibilities that weren’t anywhere on my radar.”
The “Designing Your Life” Process
We don’t just talk; we do. This is a highly interactive coaching process with a bias for action, based on the process by Bill Burnett & Dave Evans at Stanford
Get Curious
Reframe dysfunctional beliefs about aging and uncover what matters most now
Talk to People
Use “Life Design Interviews” to get real data on your ideas and aspirations
Try Stuff
Prototype your future with low-risk “test drives” of activities and interests
Your 3-Month Design Sprint
Phase I – What Matters Most (Sessions 1 & 2)
Phase II – Idea Generation (Sessions 3 & 4)
Phase III – Prototyping (Sessions 5 & 6)
Phase IV – The Private Coaching (Bonus)
Meet Your Guide
Joe Casey
Joe’s an executive coach who also helps people create meaningful lives after they graduate from the world of full-time work. As a Certified Designing Your Life® coach, Joe helps people – who aren’t quite done yet – figure out What’s Next?
He’s done this himself, becoming a coach 16 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. Business Insider named Joe as one of 23 innovative coaches who are making a difference.
Along the way he qualified for the Boston Marathon, earned three Masters’ degrees; including a Masters in Gerontology from the University of Southern California; started The Retirement Wisdom Podcast (ranked in the top 1% by Listen Notes) – and wrote a book: Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy to share what’s he’s learned from his clients and their journeys. Most important, he became a grandparent with his wife Pat, who he met in college.

Joe is an excellent coach… His thought-provoking coaching and guidance inspired me to think bigger and differently about my future.
– Past Participant

Thank you for being such a calm and patient coach. You have a great demeanor and provided a safe place for me to explore what’s next for me.
– Past Participant

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 successful 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.”
– Past Participant
“The program was really great… It really made you ‘do’ something instead of just thinking about it.”
“I now feel like I have a solid road map… it gives me the requisite focus and motivation to start executing.”
“A good investment – it provides a good framework to think about the future. Pertinent content that I could implement immediately.”
Enrollment for January 2025
Option 1
6 Bi-weekly Group Sessions
Option 2
Fast Track – 6 Consecutive Fridays
Offer: Early Registration Discount available until December 21st.
No. I focus on how you’ll choose to invest your most valuable asset: your time. I help you design what’s next – the lifestyle, purpose, and meaning aspects of retirement.
No, most participants are planning for retirement, anywhere from 3 months to 3 years ahead. Some have recently retired and offer valuable perspectives and insights.
No, it’s an interactive workshop taking 10 people through the Designing Your Life process together, with a bias for action. Participants consistently call out the value of the structure, the insightful exercises and – most of all – the opportunities to work with and learn with others in breakout sessions.
No, it’s a significantly discounted offer to help people get traction on their next chapter. There’s an early registration rate of $795, which includes two bonus 1-on-1 coaching sessions (a $750 value).
Ready to design your next phase?
Questions?
Contact: Joe Casey Retirement Wisdom | 192 Nassau Street Princeton, NJ 08542 | (609) 578-0504 or Schedule a Call


