December 11, 2018

What Trends in Retirement Should You Be Up to Speed On?

In this edition of The Retirement Conversation episode, Denis and Joe talk with Catherine Collinson, CEO and President of non-profit Transamerica Institute and Transamerica Center for Retirement Studies. Catherine is a retirement and market trends expert and champion for Americans who are at risk of not achieving a financially secure retirement. Catherine shares insights from their research on the key trends driving change for both older workers and employers. For more: Transamerica Center for Retirement Studies 18th Annual Transamerica Retirement Survey Follow on Twitter: @TCRStudies   Noteworthy Stick around for the brief Noteworthy segment where we discuss an article we think is […]
November 15, 2018

Is It Time to Break Up with Busy?

In this episode, Joe and Denis talk with Yvonne Tally, author of Breaking Up with Busy: Real-Life Solutions for Overscheduled Women. We discuss Yvonne’s story, how being busy has become a status symbol today, even in retirement, and how creating a different mindset can be a game-changer at any stage of life. Yvonne offers her insights on how technology and expectations can get in our way and her practical powerful recommendations on actions you can take to cultivate deeper connection in your life. Although her inspiring book is geared toward women, we found it to be very valuable as well, and […]
November 5, 2018

How Do You Move From Working to Wisdom?

In this edition of The Retirement Conversation episode, Denis and Joe talk with Brendan Hare, author of From Working to Wisdom: The Adventures and Dreams of Older Americans. Upon retiring as a lawyer, Brendan invested two years interviewing 46 older Americans from a variety of backgrounds about their life stories. The book provides a rare look at the real stories of how people are navigating the transition to retirement and a bounty of valuable lessons learned that we can all benefit from. For More on Brendan Hare: From Working to Wisdom Website Brendan Hare’s book on Amazon (From Working to Wisdom: […]
October 24, 2018

How Can You Be Better with Age?

In this episode of The Retirement Conversation, Denis and Joe talk with Alan Castel, PhD.  Alan Castel is a Professor in the Department of Psychology at the University of California, Los Angeles where he studies learning, memory, and aging.  Alan joins us to discuss his new book Better with Age: The Psychology of Successful Aging. For more on Alan Castel, PhD: Alan’s Book: Better with Age: The Psychology of Successful Aging  Ted x Talk: How We Learn as We Age    Talk with Us We specialize in the non-financial aspects of retirement and helping people create meaningful next chapters and […]
October 1, 2018

Is This Risk on Your Radar?

In this special edition of The Retirement Conversation, Denis and Joe talk with Julie Belshe, about the shocking story of what happened to her parents, who were kidnapped by a Private Guardian. Julie shares her experiences in fighting to get them back, what she’s doing today as an advocate for reform and what we all need to know about Guardianship Fraud.   For more on Julie Belshe: The New Yorker – How the Elderly Lose Their Rights Trailer for new DocumentaryThe Guardians The Kasem Cares Foundation   Stick around for the brief Noteworthy segment on an article we think is […]
September 10, 2018

Will You Be an Entrepreneur in Your Second Act?

In this episode, Denis and Joe talk with Dorie Clark, about her latest book Entrepreneurial You. Dorie, a highly successful entrepreneur, shares her story of transitioning from journalism and  her observations on why entrepreneurship is an attractive to some people as a Second Act. She gives us her take on what it takes to succeed and practical tips on where to start. If you’ve ever thought about starting your own business after your primary career, you’ll benefit from hearing Dorie’s story, her valuable advice and wisdom. For more on Dorie Clark: Dorie’s Website Dorie’s Entrepreneurial Self – Assessment:  Entrepreneurial You self-assessment Dorie’s […]
August 27, 2018

Are You Thinking About Going Back to School to Create Your Second Act?

In this conversation, Denis and Joe talk with Dr. Nell Painter, distinguished historian and retired professor from Princeton University, about her latest book Old in Art School: A Memoir of Starting Over (named one of Time’s Best Memoirs of 2018 So Far). She shares her insights about her experience in returning to school for a BA and MFA in a different field, the challenges and obstacles she overcame and what she learned about herself along the way. If you’ve ever toyed with the idea of returning to school, you’ll benefit from hearing the inspiring story of her journey – and her practical […]
August 6, 2018

Is Your Company Fully Ready for the Aging Workforce?

In this conversation, Joe talks with Paul Rupert, CEO of Respectful Exits about trends in the workplace for seasoned workers. Paul offers his views on what smart companies can do to attract and retain talented older workers, shares his advice on how individuals can approach negotiating flexible work options and the story behind his new advocacy organization. For more on Paul Rupert: Respectful Exits: The Voice of Aging Workers Why I Launched Respectful Exits by Paul Rupert Follow Respectful Exits on Twitter @RespectfulExits   GAO Report to the Special Committee on Aging, U.S. Senate: Older Workers – Phased Retirement Programs, Although […]
August 2, 2018

Why Are People Unretiring?

In this episode of The Retirement Conversation, Joe talks with Nicole Maestas, PhD, an economist at Harvard Medical School, about the interesting trend of unretirement, the notable benefits of working longer and what women need to think about in planning for retirement. You can keep up with Nicole’s work by following her on Twitter @NicoleMaestas2  Relevant Articles  Women Outlive Men. Why Do They Retire Earlier?  Many Americans Try Retirement, Then Change Their Minds – The New York Times   Noteworthy  Hang around for a brief discussion of an article that we think is worth your time. This week’s recommended article is […]
July 23, 2018

Why Settle for Happiness?

In this episode of the Retirement Conversation, Denis and Joe talk with Emily Esfahani Smith, author of The Power of Meaning. Emily shares her insights on why purpose and meaning offer great fulfillment and how they can be cultivated in a culture that’s obsessed with happiness. Show Notes Emily’s Book: The Power of Meaning: Crafting a Life That Matters by Emily Esfahani Smith Amazon: Emily’s TED Talk: There’s More to Life Than Being Happy Stick Around for the Noteworthy segment where we discuss an article we think is worth your time. This week’s selection: Kick Back or Live With Purpose? […]
July 9, 2018

Who Will You Be in Retirement?

In this conversation, Denis and Joe interview Dr. David Ekerdt, University of Kansas professor and President of the Gerontological Society of America.  He shares his observations and findings from his research on what influences our views of retirement, how people should embrace different lifestyles in retirement – and how preparing for downsizing ahead of time can make you more nimble. Article by David Ekerdt In Defense of the Not-So-Busy Retirement – The Wall Street Journal or   Stick Around for the Noteworthy segment where Joe & Denis discuss an article worth reading This week’s selection is To Control […]
June 22, 2018

Should I Stay or Should I Go?

In this conversation, Denis and Joe talk with Melissa Davey, a filmmaker who re-invented herself and pivoted to her new career in her mid-sixties. She is just completing her first documentary feature-film: The Beyond Sixty Project.  Melissa shares her advice on making a big career shift and what she has learned from the women in her film. Stick Around for the Noteworthy segment – where Joe and Denis discuss a recent article worth reading This week’s article is: Be Optimistic. You Might Live Longer! -from the Center for Retirement Research at Boston College’s Squared Away blog For more on Melissa […]
May 5, 2018

Creating Your Second Act

In this episode, Denis and Joe interview Linda Hardenstein, a Career Reinventionist. Linda works with her clients on reinventing their careers –and often their lives – from helping them pivot to a new career or design an encore career in retirement. Linda shares her insights on what’s involved in making those types of moves, what obstacles people often encounter and how to get around them. Stick Around for the Noteworthy segment where Joe and Denis discuss a recent article worth reading. This time it’s about why studies are showing that many people are flocking back to work after they retire. […]
April 23, 2018

Preparing Well for the Soft Side of Retirement

Today on the podcast, we welcome The Retirement Manifesto! Fritz Gilbert is a corporate commodity trader, aspiring philosopher and lifelong financial hobbyist who is on the cusp of early retirement at 55. Fritz and his wife recently sold their primary home and moved into a cabin in the North Georgia mountains as part of their downsizing strategy for retirement. Fritz created his blog, The Retirement Manifesto , a canvas for helping people achieve a great retirement, to share their lessons learned during their journey. The Retirement Manifesto focuses on practical Financial Independence and Retirement Planning issues for folks within ten years […]
April 16, 2018

Who’s Your Retirement Role Model?

In this episode, Joe and Denis talk with Dr. Thelma Reese, the coauthor of two books with the late Barbara Fleisher – The New Senior Woman: Reinventing the Years Beyond Mid – Life and The New Senior Man: Exploring New Horizons, New Opportunities, which was published in 2017. Topics discussed include: What’s different about retirement today? What’s different in retirement for women and men? Where did all the role models go? What does it take to Man Up in retirement? Stick around for the Noteworthy segment where Joe and Denis discuss a recent article worth reading – this time it’s […]
March 12, 2018

What Can Millennials & Baby Boomers Learn From Each Other About Retirement?

In this episode, The Retirement Wise Guys talk with Leadership and Retirement Coach Jim Frawley, who coaches both Millennials and Baby Boomers. While Baby Boomers often talk about reinventing retirement, the Millennials are now ripping up that script. They discuss how Millennials think differently about retirement and what Baby Boomers can learn from them (and vice versa) . Jim describes how the ‘No Rules’ world that Millennials operate in is empowering – and also challenging -when it comes to retirement.

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