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The Four Pillars of a Successful Retirement – Scott Hanson

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Retirement Wisdom · Mar 28, 2024 ·

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What will you be retiring to?

Don’t just wing it. Design it.

Join our next Design Your New Life in Retirement small group program starting on April 26th. There’s one spot left…

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What lessons learned can you glean from a top financial advisor who’s helped many people successfully retire?

Scott Hanson, of Allworth Financial, joins us to share his insights and discuss the Four Pillars you’ll want to put in place to build the satisfying retirement you’ve earned.

Scott Hanson joins us from California.

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Bio

Scott Hanson is a founding principal and Vice Chair at Allworth Financial.

A nationally recognized financial expert, he’s been named to Barron’s list of the Top 100 Independent Wealth Advisors in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide.

For over 28 years, Scott has co-hosted Allworth Financial’s Money Matters, a call-in, financial topic radio program and podcast, making it one of the longest-running shows of its kind in America.

A frequent guest columnist for several national financial publications, Scott is the author of Personal Decision Points: 7 Steps to Your Ideal Retirement Transition and Money Matters: Essential Tips & Tools for Building Financial Peace of Mind.

In 2010, Scott was recognized as the Outstanding Philanthropist by the Association of Fundraising Professionals, California Capital Chapter, and has received the Distinguished Alumni Award from his alma mater, California State University, Chico. It 2021, he was recognized by Investment News as one of the 10 “Icons and Innovators” of the financial services industry nationwide.

In 2019, Scott was the inspiration behind the founding of Allworth Kids, which has provided laptops, overnight kits, and financial assistance to over 200,000 foster kids to date.

Scott and his wife Valerie reside in El Dorado Hills, CA and have four children.

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For More on Scott Hanson

Allworth Financial

Allworth Financial’s Money Matters

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Podcast Episodes You May Like

Life in Retirement: Expectations & Realities – Catherine Collinson

Live Life in Crescendo – Cynthia Covey Haller

Independence Day – Steve Lopez

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Wise Quotes

On Work as an Option

“So I think it’s really important that people get to a point where retirement’s an option and where work is an option, not an obligation. When people get to that point where they have the financial independence, I think it changes their mindset and they can look at work a lot differently. They have other options available to them. And so for us, for financial advisors, it’s really about getting to that point where you’ve got that independence where you can choose your own future.”

On Planning for Life After You Retire

“A lot of people think ‘Well, as soon as I retire, I’m going to get rid of all my responsibilities and just going to have all kinds of blank space and a blank canvas to build from.’ That’s not always a very healthy way to approach retirement. I’ll never forget, years ago, I had a client, she was an executive, a CEO of a mid-size company with a couple of hundred employees, and she had done a nice job saving. She’d come in and we’d talk about her retirement preparedness. So we’re having the same conversation again – our annual review. And I said to her ‘Stacy, let’s assume you’re retired today. Tell me what your next few weeks look like. How are you spending your time?’ She says ‘What do you mean? ‘I said ‘Well, your entire career, you’ve been coaching people, mentoring people, you’ve been involved in strategic plans, you’ve been working as teams. What are you going to do in retirement to still have some of those activities? ‘And she sent me an email two weeks after our conversation and she said: Your questions haunted me. I realize I have a lot of work to do between now and retirement.“

On The Four Pillars of a Successful Retirement

“These are the four pillars, briefly: Health and Wellness, and that’s people feeling fairly confident about their health. Second is Prosperity – it’s not about being rich, but it means being confident that you can maintain your current lifestyle going forward. The third is People. That’s having Meaningful Relationships in our life – maybe not tons of people. If you’re an introvert, maybe just one or two close friends who are really important to you. But with those people, interactions are important. And then the fourth thing is Purpose, having something in your life that is of value to you and of value to others. What are you here for? And the people that have been able to focus on those four and to spend some time in planning all each of those areas, they’re the ones that we find have the most successful retirements.”

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About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.2 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

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The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

Retirement Wisdom · Mar 24, 2024 ·

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What are you retiring to? Don’t drift into it.

Design it.

Join us in the next Design Your New Life in Retirement group program starting April 26th.

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I’ve just completed my second year as a grandfather. Like anyone finishing their sophomore year, I know twice as much as I did a year ago, but still have a lot to learn. In my quest to learn more, I came across this article in the New York Times – How to be a Better Grandfather – and discovered Ted Page. When he became a grandfather at 55, he looked online for guidance and discovered – well, not much. So he created the website and blog Good Grandpa. Ted’s writing a book that’s coming out next year sharing stories and wisdom from grandfathers on the #1 thing they’ve learned that will help nurture the next generation.

Ted Page joins us from Massachusettts.

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Bio

Ted Page is the creator and editor of Good Grandpa.

Ted Page is a storyteller, performer and marketing executive. His non-fiction stories have appeared in Boston Magazine and the Boston Sunday Globe Magazine, and his book of true family stories, The Willoughby Chronicles, was published by 3 Swallys Press in 2017. Ted is a Co-Founder of Captains of Industry, a leading boutique marketing consultancy based in Boston. Ted won a Telly award for The Institute for Back-up Trauma, starring John Cleese—who looks stunning in a red dress. Ted and his colleagues at Captains of Industry created The Climate Declaration for CERES, which was signed by over 1,700 corporations globally including Apple, Nike, Starbucks, GM and Levis. Ted lives outside Boston with his wife, Nancy, who continues to put up with him after 35 years. They have two children and four grandchildren.

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For More on Ted Page

GoodGrandpa.com

What’s the #1 thing you’ve learned that can help the next generation? Contact Ted Page: ted@goodgrandpa.com

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Mentioned in This Episode

The Parrot Sketch

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Podcast Episodes You May Like

The Long Distance Grandparent – Kerry Byrne PhD

The Mindful Grandparent – Dr. Shirley Showalter

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Wise Quotes

On the Next Generation

“The mission of the blog is to nurture the next great generation. So I’m a Boomer, sort of at the tail end of the Baby Boomers, born in 1959. And for us, we always just kind of looked up to our parents as what Tom Brokaw had dubbed the Greatest Generation. He wrote this terrific book, The Greatest Generation, and that’s very understandable. They won World War II, they survived The Great Depression. They were great. They were fantastic. And I revered my father and mother. I revered the one grandfather that I knew. But when I saw these little kids starting to appear on the scene, our grandkids, I thought: What if they’re going to be the greatest generation of all time? And what can we do to help them become the greatest generation, not just here in the United States, but around the world. We have tools that our parents didn’t have.”

On Continuous Learning

“But then of course, I said, Well, John, let me tell you what I’m up to. I’m writing a book and I’m gathering wisdom from elders and asking everyone what the number 1 piece of wisdom is – and he just jumped in and he said, ‘Well, that’s easy. I’ll tell you.’ And I’m like: Great! Mr. John Cleese, one of the greats, is going to share his number one thing. And he said: ‘It’s more important to find the truth that it is to know the truth.’ And when I asked him to unpack that a little bit, he said, well, Newtonian mathematics and physics was accepted without question for hundreds of years. And that along comes Einstein, and it’s all upended. And then just within Einstein’s life, there’s quantum physics. It’s the constant learning that matters. It’s the seeking the truth. And sometimes when you believe something’s the truth, it blocks you off from continuous learning and exploration. So that conversation with John was kind of back to back with interview with Tom Brokaw at the early stages of writing this book, which is not coming out until a little bit later in 2025. But my process changed for writing the book because it’s about seeking. It’s about the learning versus me saying, look, here’s the truth, because we can all find our own truth in this, the one that matters most to us.”

On Wisdom

“And we were down in the water by the beach, and I had just found out I was going to be a grandfather. So just in passing, talking to Aunt Lois who’s wearing these big pink sort of Jackie Onassis sunglasses, I said, Lois, how can I be a better grandfather? And she didn’t skip a beat. She just said: ‘Be there for them.’ And it’s interesting you used the word distilled wisdom earlier, because I was thinking, that’s just the first part of what she’s going to tell me, right? There’s going to be this whole speech after this. And I kept waiting and she said: ‘No, just be there.’ A lot of times the people who have the best wisdom say it in fewer words….I owe a gratitude to Aunt Lois, and to all the grandmothers out there, because it is one thing to hear something. It’s another thing to actually listen. And I hope that everyone has a chance to listen to Aunt Lois.”

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About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host

Retirement Wisdom · Mar 17, 2024 ·

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Today’s Building Block: Wellness

What will your life in retirement really be like? Will you flourish or languish? Our guest today is Corey Keyes, a renowned expert and author of the groundbreaking book Languishing: How to Feel Alive Again in a World That Wears Us Down. Corey explains what languishing is and the five essential “vitamins” for flourishing, derived from extensive research, offering practical strategies to improve well-being.

Corey Keyes joins us from North Carolina.

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Bio

Corey Keyes is professor emeritus of Sociology at Emory University in Atlanta, GA where he held the Winship Distinguished Research Professorship. He was a member of the prestigious MacArthur Foundation Research Network on Successful Aging. He has been called on to participate in several U.S. National Academies of Science initiatives – “The Future of Human Healthspan” and improving national statistics to measure recovery from mental illness. His research introduced the concepts of social well-being, flourishing, languishing, the two continua model of mental health and illness, and his work is being used to prevent mental illness via the promotion of positive (flourishing) mental health. He has been selected to give several honorary lectureships, including the Dorosin Memorial Lecture for the National College Health Association, The Chesley Lecture on Aging at Minnesota State University, and the Anita Spenser Lectureship in Clinical Behavioral Sciences at McMaster University.

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For More on Corey Keyes

Languishing: How to Feel Alive Again in a World That Wears Us Down

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On Flourishing and Languishing

“….the good news is that flourishing is at its peak during what most of us would consider the first decade of retirement. So roughly between 60 to 74, it is at its peak and before you retire and throughout your adult working phase, it starts out pretty low in early to late twenties, but it’s steadily increases and increases so that as you get settled into your career and become senior and established, you tend to on average leave your career on a high note. You’re flourishing, but it gets better. And that’s the point I want to make, that it’s the first decade at least of retirement. People are doing really well on average. It’s the problems that come with if we live long enough. And by that I mean roughly past the age of 75 plus and more and more of us are. We see a downturn in flourishing and an increase in languishing towards the end of life.”

On Activities That Promote Flourishing

“… five of the activities stood out among people who were flourishing, who they did more of the following. They engaged in more forms of helping behavior. It might be volunteering, helping people, or even living your purpose. Go out there and help someone or help something in the world and make it better. The second vitamin, that flourishers did more of was that they connected, prioritizing warm, trusting relationships. Relationships where they had a sense of belonging, where they were part of a community and relationships where they mattered. And by that I meant they were needed. And in my measurement of flourishing, the sense of contributing worth and value to the world is baked into flourishing. So the second thing they did more of was connect around warmth, trust, belonging, and mattering. The third was they were very active in learning something new and prioritizing personal growth. And I tend to think of this passion for learning. And again, this was not something you learned because you had to or it was work related. It could be work related of course. But when people have to learn and do it, much like many of my former college students, you would think college students are the happiest. They’re always learning something new, but they have to, so they don’t get the joy out of that learning and growth. That’s sort of like our version of photosynthesis. What plants do with the sun, human beings come alive when they’re engaged in some form of learning and growth. So that was the third category. The fourth was what I call transcending. And by that I mean spirituality and religion. People were engaged. Now again, you don’t have to be religious or even spiritual to benefit from this lesson, but what people were doing was engaging in some form of ritual or practice on a regular basis that had what we would consider a spiritual component. And for me, that’s always been yoga. Now again, you can do yoga and just do the poses and not get involved in all the spirituality, but I’m here to tell you that research shows you’ll get a lot more bang for your buck if you don’t just go and do the poses.”

On Purpose

“The reason I talked a lot about purpose in that chapter on helping is because that is the nature of a purpose. I have two very simple questions. I ask my readers, do you want to help someone or something and focus and make the world a better place through your activity? Yes or no? And if you say no to that, you don’t have the time or interest, don’t sweat this notion. Don’t even bother with the purpose. The purpose is built on trying to help someone or something in the world and improve it or leave it in better shape than what you found it. And then it’s not enough just to say, yes, I want to do that, but do you have the resources, the talent, the skill, the time, and can you get to the place where you need to do your purpose? Is transportation for instance, readily available? Can you drive or can you hitch a ride? There’s all kinds of practical things that you’ll need to think about, and that’s why I also recommend that when you think about helping, volunteering or living your purpose, think small. Small is big. And by that, I think we sometimes see so many of the tragic things on the news and we want to get right in there and solve the problem in the Middle East or refugees or there’s nothing wrong with that, but my chances are your purpose doesn’t have to be that enormous. It could be picking something very local and in your community so that you can actually do more of what and actually do some face-to-face work. And you said consistency earlier. It’s true. The research shows very clearly keeping up the habit of helping and then living your purpose is very important. And that’s why I say small is big, because if you keep local and focus on something that’s nearby something or someone that needs help, you’re much more likely to do it more consistently.”

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About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host

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Retirement Wisdom · Mar 14, 2024 ·

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Don’t drift into your retirement. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26.

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Who knows more about whether or not you’re ready to retire? Your financial advisor – or you? While you’re diligently planning for your retirement and dreaming to retire happy, the retirement landscape keeps evolving around you. Let’s take a look at what’s happening in the world of retirement with Nate Miles of Allspring Global Investments. He joins us to the discuss key trends highlighted in their latest study on retirement, including happiness in retirement, retirement readiness, what retirees regret – and more.

Nate Miles joins us from North Carolina.

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Bio

Nathaniel (Nate) Miles is head of Global Client Strategy at Allspring Global Investments. As the leader of this business, Nate leads a team of investment specialists centered on client-type expertise, which enables Allspring to be more relevant and impactful with clients. Client-type areas of expertise include Defined Contribution, Pension/LDI, Insurance, Liquidity, Foundations and Endowments, and Wealth. Nate joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from WisdomTree Asset Management, where he served as U.S. head of retirement solutions. In this capacity, he oversaw the creation and execution of marketing strategies and distribution for retirement business across all platforms. Prior to this, Nate worked as a managing director at State Street Global Advisors and as head of U.S. investment strategy with its defined contribution team, where he began his investment industry career in 2005. Nate earned a bachelor’s degree in economics and financial management with honors from Wilfrid Laurier University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston.

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For More on Nate Miles

The 21st annual Allspring Global Investments Retirement Survey: A Clear Vision of Retirement

Allspring Global Investments

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Podcast Episodes You May Like

Life in Retirement: Expectations & Realities – Catherine Collinson

Retire Happy – Dr. Catherine Sanderson

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Wise Quotes

On Happiness in Retirement

“The one thing that we found out every year is our study says and relates how happy retirees are. So that wasn’t new, but we are trying to get to the why. And one of the things we found this year for the first time was that on average retirees could have their spending decline by 25% before it significantly impacted their happiness. So that was a bigger number than I expected, but was corroborated by the fact that when we asked them about their spending on things like their needs, wants and wishes, that only tallied up about 64% of total income. So those numbers actually jive together and I think are a nice story and a nice finding from this study.”

On Retirement Readiness

“Advisors ranked their clients as 40% of them being generally ready for retirement. Near retirees were down below 40%. So there was actually a positive spread. I would say advisors believed them to be a little more prepared, but retirees were up around 77%, so clearly much happier. So overall we had advisors at about 50% of their client base being ready for retirement versus a total population of 64%. But that’s really broken down between those two groups where the retirees were much more confident than near retirees.”

On Regrets

“It was a little bit harder to find regrets because our retirees tend to be generally pretty happy. They don’t tend to have much complaint about retirement. It is generally better than they expected. One was the too early crowd. We saw some that retired before age 50, 38% suggested that it was too early. They wished they would’ve hung on and worked a little bit longer. So yes, they were able to retire, but I think they thought there’s probably more that they could have done in the workforce and it had that social component to it and could’ve stayed a little bit longer.” So that was one in terms of retiring too early and when they did state they retired too early, it was five years too early.”

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About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.2 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

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Retirement Wisdom · Mar 10, 2024 ·

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Looking for an active retirement? Design it with others.

Join us in the next Design Your New Life in Retirement group program starting April 26.

Today’s Building Blocks: Fun and Wellness

Spring is right around the corner and it’s a great time to explore new outdoor activities and re-energize your routines by trying something new. Caroline Paul’s newest book, Tough Broad: From Boogie Boarding to Wing Walking — How Outdoor Adventure Improves Our Lives As We Age, delves into the science and psychology of the outdoors – and our place in it as we age with real-life stories of women living it today.

Caroline Paul joins us from San Francisco.

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Bio

Caroline Paul has always filled her life with adventure. Now 60, she expects this new stage of life to be every bit as invigorating and full of high adrenalin escapades as the last. But as she skateboards, paddles a SUP, or surfs in cold winter swell alongside many men her age, she sees fewer and fewer older women. Isn’t the outdoors a vital elixir? Shouldn’t adventure be something we pursue as we age?

Caroline grew up in Connecticut, graduated from Stanford University and originally planned to be a documentary filmmaker. In her adult life, Caroline has been an extremely active athlete: she’s not only been a white-water raft guide and a private pilot, but also has competed in the U.S. Nationals for the sport of Luge, mountain-biked in such places as China and Vietnam, flown her para-glider in Brazil, sea-kayaked in Alaska, and skied the back country of Denali and the Sierras. One of the first women to join the San Francisco Fire Department, Caroline wrote the book, “Fighting Fire“, about her experiences as a firefighter; this book was published, to great acclaim, in 1998.

Caroline is also the author of the New York Times bestseller “The Gutsy Girl: Escapades for Your Life of Epic Adventure” and “Lost Cat: A True Story of Love, Desperation, and GPS Technology“, which has been translated into fifteen languages, the middle-grade book “You Are Mighty: A Guide to Changing the World“, and the novel “East Wind, Rain”. Her TED Talk, “To Raise Brave Girls, Encourage Adventure,” has been viewed over 2 million times. A longtime member of the Writers Grotto, she lives in San Francisco.

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For More on Caroline Paul

Tough Broad: From Boogie Boarding to Wing Walking — How Outdoor Adventure Improves Our Lives As We Age

carolinepaul.com

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Podcast Episodes You May Like

The Joy of Movement – Kelly McGonigal

The Mindful Body – Ellen Langer

Growing Old, Staying Rad – Steven Kotler

The Power of Fun – Catherine Price

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Mentioned in This Episode

Breaking the Age Code – Dr. Becca Levy

Caroline Paul on The Tim Ferris Show (2016)

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Wise Quotes

On Outdoor Adventure

“Everything about outdoor adventure hits all the pillars that we need for fulfilling aging and – all in one fell swoop. So I realized during the research of this book that we need to have community as we age. We need to have purpose as we age. We need to have novelty. And of course there’s health. And then the final one, which is lesser known, is the positive mindset about our own aging. And if you go outside you actually in one fell swoop hit all of those.”

On Awe

“There was adrenaline, but that wasn’t the actual experience. And what I found was that what I was experiencing was awe. And by the time I handed in my book in there had been other books about it, but I did not know much about it at all when I was writing it. And I realized that awe is what you experience in the face of something bigger than you. And it’s mostly considered a religious word most of the time, but we’re bringing it more into our vocabulary. But all is something obviously that the outdoors often inspires and turns out it’s really good for you. They’ve shown that. They did a study in San Francisco where they asked people, older people 60 to 80 to take walks. But during those walks to look at everything with what they called childlike wonder. They call those awe walks. And then they sent out another control group. Those people just walk like we normally walk, which is thinking about our to-do lists and worrying about things and looking at our phone. And they found that the people who were on the awe walks looking around them with childlike wonder just changed markedly physiologically. Their immune systems were bolstered, their anxiety went down, they did tests to show they felt more compassion. They felt physically better. And there were all these metrics that people you can look into that are astonishing. And so it turns out that awe is really good for us and we should be seeking it more. And so of course, you don’t have to wing walk. Walking makes awe easier. It just happens. It blows your brain, but you can go outside and just practice awe by looking at things with that deep attention and wonderment.”

On Novelty

“I wanted to look into people learning something new at a later age. As we get to a certain age, we stop trying new things, partly because we know what we like, and there’s good in that. But in fact, novelty is really important for our brain as we age to stave off all the cognitive decline that we’re so worried about as well as for our emotional well-being, of course, and giving our lives purpose and spark. And so I thought, well, I think I’m going to go learn to fly a gyrocopter.”

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About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host

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The Four Pillars of a Successful Retirement – Scott Hanson

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Best of 2024 – Part One

Why We Remember – Charan Ranganath

Tap Into the Wisdom of Toddlers – Hasan Merali, MD

The Wisdom and Wonder of Uncertainty – Maggie Jackson

The Fourth Quarter – Allen Hunt

The Ritual Effect – Michael Norton

The Uncertainty of Retirement in the New Economy – Teresa Ghilarducci

The Mutual Benefits of Intergenerational Volunteering – Atalaya Sergi

The Four Pillars of a Successful Retirement – Scott Hanson

Good Grandpa – Ted Page