Podcasts Archive

Explore the World with Road Scholar – Kelsey Knoedler Perri & Kerry Bennett

Don't miss an episode. Sign up and Follow our Podcast!

Retirement Wisdom · Feb 4, 2024 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 21:31 — 19.7MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Today’s Building Blocks: Lifelong Learning & Fun – Are you ready to age adventurously? If you’re making plans to travel this year, why not combine it with a learning adventure? Road Scholar is a not-for-profit organization providing educational travel programs primarily geared toward older adults with an impressive range of options to explore the world. Kelsey Knoedler Perri and Kerry Bennett join us to discuss how Road Scholar can help you combine travel, learning and fun in 2024.

_________________________

Retiring? See our Best Books on Retirement

_________________________

Bios

Kelsey Knoedler Perri is the Public Relations Director at Road Scholar, the nonprofit world leader in educational travel for older adults. She has worked in travel and tourism throughout her career and has been with Road Scholar since 2016. There she has developed her skills in and knowledge of communicating with and marketing to adults over 50 who #AgeAdventurously. She has special expertise in digital communications, social media, and public relations. She holds an MFA in creative writing and lives in Providence, Rhode Island.

Kerry Bennett is a retired marketing professional from Northern Arizona University who lives in Flagstaff, AZ. Since retiring, she has become an avid traveler, volunteer, and lifelong learner. She has been on seven learning adventures around the world with Road Scholar, including her most recent: a service program on Chincoteague Island, Virginia. She also volunteers for Road Scholar as an Ambassador, helping spread the word about the organization’s mission through in-person presentations and events.

__________________________

For More on Road Scholar

Website

___________________________

Mentioned in this Podcast Episode

Live Life in Crescendo – Cynthia Covey Haller

___________________________

Podcast Episodes You May Like

Learning is a Lifetime Sport – Tom Vanderbilt

The Power of Fun – Catherine Price

Lifelong Learning – Michelle Weise

The Fun Habit – Mike Rucker, PhD

_________________________

Wise Quotes

On Learning Adventures

“Our mission always has been and always will be education. So everything we do is about learning. But now our programs are more a mix of classroom learning and experiential learning. So not just lectures in a lecture hall, you’re staying in a hotel room, you’re not staying in a dorm anymore, which is nice. And so we’ve evolved into being more of an educational travel organization…When you travel with Road Scholar, you’re really getting what you pay for and you’re going to be there to learn. You’re not there to sit on a beach and read a book or to go shopping. You’re there to learn. And that’s really what it comes down to. But we also offer financial aid. We offer caregiver grants for full-time, family caregivers. We have a scholarship for retired educators. So that’s also part of our whole nonprofit thing.”

On Solo Travelers

“30% of our travelers each year go solo. We have seen that trending upwards. We’ve seen more solo travelers in general over the past 10 years and 80% of those solo travelers are women. [We] see a mix of couples, solo travelers, friends who are traveling with other friends, siblings traveling together, parents with their adult children, also people who came as solo travelers on a pass trip and then they met somebody on a trip and then they went a trip together again.And I started to hear more anecdotally that there were a lot of married women who were traveling with us without their husbands. And I just thought that was really interesting. So I want[ed] to get down to some actual data on that. So I did a study and we looked at both data that we had in our system as well as doing a survey. And what we found was that at least 60% of our solo travelers are married people who travel without their spouse on World Scholar programs. I was really surprised by that. It was more than even I expected. And so we surveyed them and the number one reason that they said that they travel without their spouse is because their spouse is just not interested in travel. So that’s really interesting. So I think what we’re seeing as far as a trend is these married folks traveling solo, we’re definitely seeing more interest from women to travel in general, but also to travel solo.”

On Intergenerational Trips

“We’ve been doing our intergenerational program since 1985, so I think we were kind of a little ahead of our time. Family travel is popular where you’re traveling with kids and parents, maybe even grandparents. But our grandparent and grandchild programs I think are what’s really unique that sometimes in the industry is called referred to as Skip Gen. And so those are just really special. When I first started working at Road Scholar, I was like, that is the coolest thing ever. I come from a family of 14 grandkids on each side of my family and I never really had a one-on-one experience, especially travel experience with my grandparents. And I just think that would’ve been just the coolest thing ever to be able to share something like that with just my grandparents. So what we’re seeing as far as they’ve definitely become more popular over the past 10 years. We’ve been seeing the interest increasing over the past 10 years and they’re really special experiences. It’s about 10% of what we offer, but when we have 80 to 100. 000 travelers a year, 10% is still a lot.”

_________________________

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 today 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 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.

Retirement Wisdom · Jan 28, 2024 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 20:42 — 19.0MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Today’s Building Block: Work (yes, work…) What makes transitions so hard to navigate? Herminia Ibarra, a thought leader on leadership and career development and author of Working Identity, shares her insights on creating new options as you prepare for your transition to retirement.

Herminia Ibarra joins us from London.

________________________

Comments? Leave a voice message here

_________________________

Bio

Herminia Ibarra is the Charles Handy Professor of Organisational Behaviour at London Business School. Prior to joining LBS, she served on the INSEAD and Harvard Business School faculties.

An authority on leadership and career development, Thinkers 50 ranks Herminia among the top management thinkers in the world.

She is a member of the World Economic Forum’s Expert Network, a judge for the Financial Times Business Book of the Year Award, a Fellow of the British Academy, and the 2018 recipient of the Academy of Management’s Scholar-Practitioner Award for her research’s contribution to management practice.

Herminia is a member of the London Business School governing body. She chaired the Harvard Business School Visiting Committee, which reports to the university’s board of overseers, from 2012 to 2016, having been a member since 2009, and served on the INSEAD board of directors.

A native of Cuba, Herminia received her MA and PhD from Yale University, where she was a National Science Fellow.

—

A second and updated edition of her groundbreaking book Working Identity was recently published by Harvard Business Review Press.

Whether as a daydream or a spoken desire, nearly all of us have entertained the notion of reinventing ourselves. Feeling unfulfilled, burned out, or just plain unhappy with what we’re doing, we long to make that leap into the unknown. In this powerful book, Herminia presents a new model for career reinvention that flies in the face of everything we’ve learned from ‘career experts’. While common wisdom holds that we must first know what we want to do before we can act, Ibarra argues that this advice is backward. Knowing, she says, is the result of doing and experimenting.

Based on her in-depth research on professionals and managers in transition, Ibarra outlines an active process of career reinvention that leverages three ways of ‘working identity’: experimenting with new professional activities, interacting in new networks of people, and making sense of what is happening to us in light of emerging possibilities. Through engrossing stories, Ibarra reveals a set of guidelines that all successful reinventions share. She explores specific ways that hopeful career changers of any background can.

A call to the dreamer in each of us, Working Identity explores the process for crafting a more fulfilling future.

________________________

For More on Herminia Ibarra

Website

Working Identity by Herminia Ibarra

Articles

________________________

Check out our Best Books on Retirement

________________________

Mentioned in This Podcast Episode

The HBR Guide to Designing Your Retirement

________________________

Podcast Episodes You May Like

The Portfolio Life – Christina Wallace

Are You Ready for The New Long Life? – Andrew Scott

Retire Happy – Dr. Catherine Sanderson

Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland

_________________________

Wise Quotes

On Transitions

“Transitions necessarily imply a loss of a sense of identity, a loss of something that has been meaningful and valuable. You’re moving away from someone you’ve been, but the future you isn’t clear yet, or the future destination or the next role isn’t clear yet. So you’re kind of hanging in limbo and that’s very uncomfortable. We live in a world in which certainty is valued, know who you are and the nature of this process and part of what makes it productive is questioning who you are, but that’s necessarily uncomfortable. So that’s number one. Number two is more specific, particularly today and particularly at mid-career and beyond. These transitions tend to be what I call in my academic jargon under-institutionalized. And what that means is they are not structured. It is not like an MBA job market. It is not like when you want to make partner in a law firm, you know what steps to take. The destination’s often unclear. You don’t know how long it’s going to take. Job search processes today are longer. Companies are taking longer to vet people. So it’s kind of open-ended, How long is it going to be? Where am I going? You’re not going through it necessarily with other people. So it’s hard to benchmark how am I doing? There’s lots of different steps you could take. So say you are an insurance executive and you want to be an entrepreneur to create a wine business. What are the steps? Well, it’s not fixed. It’s not like go to law school, join a firm. There’s lots of different pathways to that. So there’s a lot of uncertainty and ambiguity and openendedness in the process. And we as human beings struggle with that.”

On New Options

“The opportunity is that lots of paths open. Nobody is asking people to simply hang up the boots at age 65 and go play golf. Fewer people are doing a conventional retirement. That creates the challenge of choosing, crafting, and creating because you’re going to have to create your own. So often in our careers we get moved along by our occupation, our profession, our company. Now you have to invent your own. There’s lots of options open. Do you take on another role? Do you create a portfolio of roles? Do you work part of the time and save part of the time for leisure or do you stay, remain in working but more under your own control? There’s lots and lots of options open.”

On Her Possible Selves Exercise

“It’s called the Possible Selves exercise. And I think it is by far the most successful exercise I ever do with my students and participants. And it’s a very simple exercise. Anybody can try it at home. You take out a piece of paper or your iPad and you list as many ideas as you possibly can for who you might become in the future, including things you want, including things a lot about, including things that you maybe have a bit of curiosity about, including things you don’t want but are being thrown at you, including what other people want. But it really generates a portfolio. And there’s two ways in which that is helpful and interesting. The one is, it’s freeing. It allows you to be what we are as humans, divergent, not necessarily consistent, and it allows you to make the most out of the questions.”

_________________________

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 today 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 · Jan 21, 2024 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 1:00:09 — 55.1MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Feedback or suggestions for this retirement podcast? Leave a voice message here

Today’s Building Block: Wellness

What does an emotionally intelligent retirement look like? In this 4th edition of the Retirement Roundtable, two of our favorite previous guests, Kate Schroeder & Nick Wignall, return to discuss the questions to ask yourself now to be well prepared for the emotional aspects of the transition to retirement.

________________________

Bios

Kate Schroeder is a psychotherapist in private practice. She is a Licensed Professional Counselor, Nationally Certified Counselor, and owner of Transformation Counseling, LLC.

With over 25 years in the mental health field, her clinical background includes experience as a school counselor, mental health therapist in an urban university’s counseling center, individual, couples, group, and family therapist, and clinical researcher. Within these settings, Kate has provided individual, group and family counseling for clients experiencing difficulties in areas including depression and anxiety, adjustment and transitional concerns, C-PTSD, acculturation and multicultural issues, family and childhood conflicts, interpersonal relationships, grief and trauma, eating disorders, LGBTQ issues, self-efficacy, career exploration and various other interpersonal conflicts. Kate also holds certification as a massage therapist, physical trainer and physical education teacher. In addition to her private practice, she also teaches graduate courses to counselors in training.

Kate joins us again from St Louis.

Nick Wignall is a licensed clinical psychologist who is Board-certified in behavioral and cognitive psychology. He’s the founder of the popular newsletter, The Friendly Mind, with practical, evidence-based advice for emotional health and wellbeing. The newsletter is read by 50,000+ people each week and his writing has been featured in media outlets like NBC, Business Insider, Inc Magazine, Aeon and Medium. Nick is the author of Find Your Therapy: A Practical Guide to Finding Quality Therapy, .a guide to learning about the most important factors in choosing a therapist and how to go about finding a good one, either for yourself or someone you love. He did his doctoral training in clinical psychology at the University of Texas Southwestern Medical Center in Dallas, including research in human genetics and psychopharmacology. Prior to that, Nick earned his Masters in Social Sciences from the University of Chicago and a bachelor’s in English Literature from the University of Dallas.

Nick joins us again form Albuquerque, New Mexico.

_________________________

For More on Kate Schroder & Nick Wignall

Kate Schroeder

Nick Wignall

First Visits to the Podcast:

The Emotional Side of Retiring – Kate Schroeder

Coping Strategies & Moving Forward – Nick Wignall & Verla Fortier

__________________________

Retiring? Check our recommendations on the Best Books About Retirement

__________________________

Mentioned in This Podcast Episode

Source: Our World in Data Who do we spend time with across our lifetime?

____________________________

Podcast Episodes You May Like

The Self-Healing Mind – Gregory Scott Brown, M.D.

The Portfolio Life – Christina Wallace

Chatter & Your Inner Voice – Ethan Kross

Edit Your Life – Elisabeth Sharp McKetta

____________________________

Other Retirement Roundtable podcast episodes

Michelle Pannor Silver Ted Kaufman, and Bruce Hiland

Fritz Gilbert, Dr. Barbara O’Neill, and Mark Shaiken

Melissa Davey, Richard Haiduck and Thelma Reese

____________________________

Wise Quotes from This Retirement Roundtable

On Exploring Who You Are

“So much research out there now shows that adjusting to retirement has its own set of difficulty and challenges for many, many people, especially for a lot of people who’ve identified a lot with their work and they’ve gotten a lot of accolades and self-esteem and identification from the work that they do. They often struggle in some cases more than many other people because work was such a big part of their environment. There’s been a big huge association between work and mental health. And so it really underscores the necessity of having conversations like this because we have to think, when we think about retirement without a doubt, we have to just like people start saving financially for retirement very early on, beginning that early preparation and exploration of your emotional self and who you are as a person and what brings you meaning is really going to be the key to be able to find balance and integrate long before it comes time to actually hang up your keys and move into that retirement place. So my biggest emphasis for folks who are in this part of their life is that if you haven’t already, there is definitely a necessity for you to begin exploring who you are. And I’m not talking about the who you are in terms of your work….But I’m talking about those deeper places of learning who you are, about what brings you deep meaning, what gives you purpose, what kinds of people do you like to interact with. And I’m not saying you tolerate, I’m saying what feeds you. And so the years leading up to retirement are incredibly pivotal for increasing this, I believe pretty essential to begin asking yourself questions like: What do I want out of my life? What do I want out of this next part of my life? …So I think starting early to learn about this emotional part of who you are is critical. If someone wants to successfully retire, you’ve got to begin the exploration now.” – Kate Schroeder

On Wisdom

“…I remind myself all the time, it’s not what you know about yourself that’s going to get you anywhere in life or not. It’s what we don’t know that keeps us from getting there. That’s the piece we have to work on. And so to me, emotionally intelligent people are willing to do that. They’re willing to feel a little something along the way and understand that life is up and down. And in the process of discovering myself, that’s going to be part of the learning is making room for all of those feelings. And really the last thing I’ll say about this is I think it’s so crucial to help people learn. We talk about meaning and purpose that comes to us through the form of our feelings over time. What we have to do is also make sure that we have a strong connection to our bodies and who we are, because our bodies are going to be the conduit for so much wisdom and information about what feeds us and what doesn’t.” – Kate Schroeder

On Labelling Emotions

” …a very small, but powerful, habit I think people can build to start to improve emotional awareness and intelligence is to notice that urge to intellectualize, to avoid the actual emotion by using a concept or an idea and instead say it like a 6-year-old, how would a little kid describe how I’m feeling right now? And just say that maybe it’s to someone else, you’re in a conversation or maybe just in your own self-talk, when you’re reflecting on how you’re feeling, use language that’s plain and direct when it comes to your feelings and your emotions rather than these kind of convoluted, overly conceptual intellectualization. And that’s one way I think to start to get, it’s a cheesy word, but in touch with what you’re feeling, which is the the doorway to emotional intelligence and understanding yourself on that level a lot better.” – Nick Wignall

On Identity

“…there’s this old saying, and we’re all athletes here, but in sports and people would say the best offense is a good defense. But I think when it comes to coming out of retirement and these questions of identity and purpose and loss, really, I think you can flip that to pretty good effect, which is the best defense is a good offense. And what I mean by that is I think a lot of people get stuck trying to cope with loss, trying to mitigate the effects of a lot, like: Oh my God, I was this a partner, a VP in this big company. I had so much prestige and influence and respect and all that, and how do I deal with the loss of that? And I’m not saying that’s not an important question, but there’s a sense of proportionality where if all your time and energy is going to mitigating and coping with one particular loss in one aspect of your identity, there’s opportunity costs there. That’s all time and energy that could be put toward. What can I build? What can I bring in? What new aspects of my identity can I uncover or construct? Or whatever kind of metaphor you want to use. My guess is that most people would be far better off channeling more of their energy in that direction rather than putting it all into playing defense and coping with a particular loss…The overall mindset is like, this is who I am, and now it’s gone and I’m a shell of myself now because of that. No, that was one part of who you were at this stage of life. There are almost an infinite number of possibilities going forward, and that sounds nice. You’re listening to this, you’re like, yeah, yeah, okay, that sounds nice. But to really think about that, what would that mean if I saw myself as full of potential options going forward?” – Nick Wignall

____________________________

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 The Multipurpose Retirement.™ A meaningful retirement doesn’t just happen by accident.

Schedule a call today 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

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, psychological and/or medical professionals on those matters.

Retirement Wisdom · Jan 14, 2024 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 27:48 — 25.5MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Retirement offers a great opportunity to reset. It opens up new possibilities with resources to do what you’ve always wanted to do. But how do you approach it? Christina Wallace, author of The Portfolio Life, knows how business frameworks can be used to design the life you want. For example, you likely have a diversified financial portfolio. It’s time to build a diversified life.

Christina Wallace joins us from Cambridge, Massachusetts.

_________________________

Bio

A self-described “human Venn diagram” Christina Wallace has crafted a career at the intersection of business, technology, and the arts. She is a Senior Lecturer in the Entrepreneurial Management Unit at Harvard Business School where she is co-course head for The Entrepreneurial Manager, teaches Launching Tech Ventures, and leads the MBA Startup Bootcamp immersion program. Her latest book, The Portfolio Life, was published by Hachette in 2023.

Previously, Christina was vice president of growth at Bionic, an innovation consulting firm that builds startups inside large enterprises. Prior to joining Bionic, Christina founded BridgeUp: STEM, an edtech startup inside the American Museum of Natural History, was the founding director of Startup Institute New York, and the co-founder and CEO of venture-backed fashion company Quincy Apparel. She was also, very briefly, a management consultant with the Boston Consulting Group and began her career at the Metropolitan Opera.

Christina holds undergraduate degrees in mathematics and theater studies from Emory University and an MBA from Harvard Business School. She is an active angel investor in early-stage tech startups as well as commercial theater productions on Broadway. She regularly speaks, writes, and consults on a wide range of topics, ranging from failure and resilience to corporate innovation, from K12 computer science education to her viral TED talk detailing her successful approach to hacking online dating. Mashable called her one of “44 Female Founders to Know” and Refinery29 named her one of the “Most Powerful Women in NYC Tech.” She has been featured in the Wall Street Journal, the Financial Times, Forbes, Inc, Fast Company, Quartz, Elle, and Marie Claire among others.

Christina is the co-author of New To Big: How Companies Can Create Like Entrepreneurs, Invest Like VCs, and Install a Permanent Operating System for Growth (April 2019, Penguin Random House). She also hosted The Limit Does Not Exist, an iHeartRadio podcast about portfolio careers that published 125 episodes over three seasons, garnering over 2 million downloads.

______________________

For More on Christina Wallace

The Portfolio Life

Website

_______________________

Check out our brief summaries of the Best Books on Retirement

______________________

Podcast Episodes You May Like

The Power of Reinvention – Joanne Lipman

The Future You – Brian David Johnson

A Tapas Life – Andy Robin

_____________________

Wise Quotes

Christina Wallace on a Portfolio Life in Retirement

“I think retirement, certainly as I’ve seen it with my mother-in-law, my friends’ parents, as they’re all going through this transition, they’re not like leaving the world. They’re just leaving that one thing that has been their big focus and has been their identity crucially for a really long time. And so it can be hard in that transition because not only have you lost the routine of what do I do with my day, you’ve also lost the community of here’s who I talk to on a regular basis – and then you’ve lost this identity. How do I describe myself? Who am I when I get out of bed? And as terrifying as it is to go through that transition and losing all three things at the same time, it’s a huge opportunity because for so many people at that cusp of retirement, they’re thinking, I’m not dead yet. I’ve got a whole life ahead of me. I still have something to offer. And very likely, I saw a lot of things I’m really curious about that I haven’t had space for. So rather than replacing one thing for another, the opportunity here is to really think about your portfolio, literally like your financial portfolio, and you map out what do I need for this chapter?”

On Identity

“So part of this work is before that decision to retire, right? It’s learning to separate your identity from your work and pulling up a level to say, Okay, who am I in any given room? What do I bring to the table? Am I a connector? Am I a storyteller? Am I someone who challenges the status quo? Am I someone who can read the room and can instantly notice when someone is feeling left out? And that shows up in how I am a leader, how I am a grandparent, how I volunteer in organizations. All of those things can be relevant to an identity. So doing that work before you quit, and then in that moment of that transition, that retirement experience, really thinking through what are all of the other translations of who I am in other spaces? What are other worlds, other rooms that want what I have to offer?”

On Building a Personal Board of Directors

“This is so crucial at each of these transition points, right? Your personal board of directors, as I described in the book, is having to stop thinking of that one mentor who’s going to give you all the answers, and instead, cultivate a portfolio of advisors, if you will, who each bring a specific thing, You go to one maybe for help on negotiating, you go to another who might be a super connector, they know everybody. They can help introduce you to different people. But you think through who’s that brain trust that I go to for advice? And as you go through transitions, one of my favorite things to advise is, is there someone new you need to bring into your brain trust to add a perspective that you might not be thinking through?”

_______________________

About Retirement Wisdom

Schedule a call today 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 · Jan 7, 2024 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 23:51 — 21.8MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Retiring? Check our recommendations on the Best Books About Retirement

________________________

Feedback or suggestions? Leave a voicemail here

________________________

Today’s Building Block: Wellness

Minding your investments for your retirement? There’s one especially smart investment you can make that will pay dividends in your retirement.

Elizabeth Sherman explains how investing in your health and wellness now can enhance the quality of your life now and in your retirement years.

Elizabeth joins us from Mexico.

________________________

Bio

Elizabeth is a Master Certified Life and Health Coach specializing in women’s wellness in midlife. Drawing from over 17 years in the field and a personal journey that began with a desire to reduce her own health risks, Elizabeth offers a deeply empathetic and knowledgeable approach. Her certifications from The Life Coach School, American Council on Exercise, Precision Nutrition, Metabolic Effect, and Redesign Your Mind reflect her comprehensive expertise. Elizabeth’s passion is helping women navigate the complexities of midlife health, from hormonal changes to mental clarity, with a focus on sustainable, joyful living.

____________________________

For More on Elizabeth Sherman

Website

____________________________

Retire Smarter. Don’t Miss An Episode

Follow on Apple Podcasts

Subscribe: Google Podcasts | Spotify | iHeartRadio | TuneIn | RSS

_____________________________

Mentioned in This Podcast Episode

8 Basic Habits that Healthy People Do

_____________________________

Podcast Episodes You May Like

The Joy Choice – Dr. Michelle Segar

How to Begin – Michael Bungay Stanier

Tiny Habits Can Lead to Big Changes – BJ Fogg

Best of The Retirement Wisdom Podcast – On Wellness

_______________________________

Wise Quotes

On Investing in Your Health Now

“Since we’re talking about health, I think that when we think about investing in our health, we see it actually as an expense. We don’t see it as an investment because typically when we’re looking at diets or workout programs or things like that, they’re really short-term solutions. And what I want to do is I want to reframe that. I want to change the narrative around our health so that we’re thinking about how do I invest in my health? Because when we really think about it, when we’re thinking about retirement, when we’re thinking about financial freedom in our retirement, we don’t want to be spending money on medication. We don’t want to be spending time going to the doctor. We don’t want to be spending money on insurance premiums. …Taking care of your health doesn’t help you live longer. It helps you to live more independently and to live better as you age. And so if you can live and not need medications and live independently in your home right now, versus going into some sort of assisted living facility, that’s all going to save you money. And so taking care of your health today is one of the best investments that you can make in your future, especially in retirement.”

On Starting Small

“Especially at the new year that if we need to or if we want to exercise five days a week, and our normal rule is to exercise for an hour a day, you do not need to exercise five days a week, or if your normal rule is to exercise for an hour a day, you do not have to exercise for an hour a day. You can start exercising, go for a walk for 15 minutes, go for a walk for five minutes, and do that for a while. Now, here’s why this works. It works because it creates the habit of, or the skill rather of self-trust. Many of us, when we start a commitment to our health, there’s something in the back of our heads that’s like, yeah, but are you going to keep doing this? You’ve never been able to do it before. That little mean girl or inner critic inside of our heads, it’s like full of self-doubt….So what I like to do is I like to start with five minutes, 15 minutes, whatever is like a no-brainer for you. And so the reason that we do this is so that we start with creating this skill of self-trust, which is making a commitment to yourself and then following through. And then as you are able to do that longer and longer and longer, you can start adding to it.”

On Displacement

“I like to work on the idea of what’s called displacement, which means the idea of adding things to your diet, adding things to your day so that you crowd out the things that you don’t want. So instead of saying, I’m not going to eat sugar anymore, say I want to eat three servings of vegetables a day, or four servings of vegetables a day. What happens then is then we’re not as hungry for the sweetss and the breads and the things like that that we know that we shouldn’t be having as much of.”

_______________________________

About The Retirement Wisdom Podcast

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of The Multipurpose Retirement.™A meaningful retirement doesn’t just happen by accident. It takes more than a vision.

Schedule a call today 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

Explore the World with Road Scholar – Kelsey Knoedler Perri & Kerry Bennett

Bios

Bio

Bio

latest

The Stress Paradox – Sharon Bergquist, MD

The Heart of Grandfatherhood – Ted Page

Detach: Ditch Your Baggage – Dr. Bob Rosen

Season 8

Retirement Regrets – Noah Sheidlower

Holistic Retirement Planning – Lane Martinsen

Empty Nester – Dr. Rachel Glik

Shift – Ethan Kross

The Art of a Balanced Life in Retirement – Dr. Marybeth Crane

Spring Training (for the Rest of Your Life) – John Kaag

What’s Your Cause? – Ed Hajim

Stop People Pleasing – Hailey Magee

TALK: The Science of Conversation – Alison Wood Brooks

Tiny Experiments – Anne-Laure Le Cunff

Layer Upon Layer – DavId Horton, MD

Our New Social Life – Natalie Kerr & Jaime Kurtz

Lessons Learned in Retirement That Can Help You – Judith Nadratowski

Golden Years – James Chappel

Big Goals – Caroline Adams Miller

The Purpose Code – Dr. Jordan Grumet

How to Winter – Kari Leibowitz

The New Happy – Stephanie Harrison

Season 7

The Very Best of 2024 – Retirement Wisdom

Your Money Matters in 2025 – Larry Kotlikoff

Spiritual Aging – Carol Orsborn, PhD

Slow Living – Stephanie O’Dea

Best of the Retirement Wisdom Podcast 2024 – Part 3

The Pursuit of Wisdom – Ben Lytle

Best Of – On Gratitude

Turning the Page in Retirement – Stephen Riggio

Is Semi-Retirement the Best of Both Worlds? – Liz Weston

The Second Fifty – Debra Whitman

The Art of the Interesting – Lorraine Besser, PhD

Changing Lanes to Make a Difference – Jennifer Jacobs

How to Use Your Head to Save Your Brain – Mitchelll Clionsky, PhD

The Joy You Make – Steven Petrow

Passion and Purpose – Jim Ansara

The Future of Aging – Lauren Dunning | Milken Institute

How to Retire – Christine Benz

Retiring: Creating a Life That Works for You – Teresa Amabile

Best of 2024 – Part Two

The Good Life – Marc Schulz, PhD

The Retirement Savings Time Bomb – Ed Slott

My Last Bad Day – Michael O’Brien

Strategies for Retiring Right – Rick Atkinson

Retire on Fire – Cathy Bishop-Clark

Phased Retirement – Jennifer Barnes

A Season for That – Steve Hoffman

Is Your House in Order? – Adam Zuckerman

Living Like You Mean It – Jodi Wellman

Making a Difference by Mentoring – Jay Silverman

The Laws of Connection – David Robson

Your Next Act – Robert B. Tucker

Not Too Late – Gwendolyn Bounds

Unretired – Mark S. Walton

The Science of Longevity – Coleen T. Murphy

Why Are So Many Men Bad at Retirement? – Dawn Fallik

Mastering Your Transition to Retirement

The Benefits of a New Challenge – Joe Simonetta

Practicing Retirement STILL – Mary Jo Hoffman

How Not to Age – Dr. Michael Greger

On My Way Back to You – Sarah Cart

Live Better Longer – Maddy Dychtwald

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

Will You Flourish or Languish? – Corey Keyes