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Retirement Wisdom · Jan 4, 2024 ·

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Feedback or suggestions on this retirement podcast? We’d love to hear from you. Leave a voicemail here

Welcome to a new season of The Retirement Wisdom Podcast! We’ll be delving into eight building blocks of a satisfying life in retirement this year with new conversations to help you retire smarter.

In my work as a coach, I see many people get stuck trying to find a new purpose in retirement. Some transition with a new driving force in their life post-full time work. But I’m seeing many others finding a different path forward. Rather than searching for a singular new purpose, they’re crafting what I call a Multipurpose Retirement focusing on multiple dimensions of life, not just one.

And they’re discovering something interesting. They’ve always been multidimensional. As our previous guest Helen Dennis, co-author of Project Renewment, highlighted you’ve always been much more than your business card. But some things were deferred or deprioritized given the real demands of careers. But this next phase offers a golden opportunity to reset, recharge and redesign how you invest your time now that you’ll more freedom and flexibility.

But how do you manage the transition? What works is learning more, choosing areas of focus and experimenting. Previous guest Dave Evans, co-author of Designing Your Life, pointed out that you don’t need to figure everything out in advance. There are advantages to “iterating your way forward.”

Dr. Barbara O’Neill, author of Flipping a Switch, introduced us to the idea that retirement is actually a graduation – from the world of full-time work. But just as you graduated earlier in life, your learning did stop at graduation. And it’s the same with retirement.

We’ll be learning more about four “Core Course” topics that can lay a strong foundation for your next phase:

Wellness – including physical, mental, emotional and spiritual health.
Learning – how lifelong learning offers multiple benefits.
Relationships – enhancing your key relationships and social connections.
Fun – making time for play and things you truly enjoy (and they may be new pursuits).

If you get these four areas going well, you’ll be well-positioned for the life you’ve been working toward.

And we’ll also be exploring “Elective Course” topics that can further enhance and invigorate your next chapters:

Service – things you do for others and the greater good.
Creativity – in daily life and artistic pursuits.
Work – (Yes, work. ) Paid work on your own terms (part-time or consulting for some, or an encore career for others ) is a part of many great next chapters today. But it may be important projects (paid or unpaid) that you choose to take on.
Personal Growth – you don’t stop growing when you retire – unless you retreat…

For many people, investing in one, and more, of these areas can bolster the years ahead.

Join us as we learn more about this areas in 2020.

Please share comments, feedback and suggestions this via voicemail or email at joec@retirementwisdom.com

Thanks for listening.

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Podcast Episodes You May Like

Best of 2023 – Part 3

Helen Dennis

Dr. Barbara O’Neill

Dave Evans

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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

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 · Dec 28, 2023 ·

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Retiring in 2024? Don’t wait until you’re wondering Now What Do I Do? Be intentional. Design your retirement.

From previous Designing Your Life coaching clients:

“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.”

“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.“

“A good investment in time and money. Excellent material and engaged participants.”

“It has truly been a transformative experience in my life.”

Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th with a group of up to 10 people. Join us.

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If you’re retiring in 2024, get ready for the ultimate balancing act. Time management is a skill you honed during your full-time working days, but managing your choices wisely can make the difference in your retirement years. Professor Glenn Frank returns to the podcast to share insights and tools you can use if you’re retiring in 2024, his thoughts on a financial review checklist for the year ahead, and what to look for in a financial advisor.

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Bio

Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.

The Professor’s 2023 articles include: The Street “How To Build a Portfolio to Last A Lifetime” (general portfolio construction guide); Advisor Perspectives ” The Professor’s Portfolio” (outlines specific portfolio suggestions). Glenn is currently the Director of Education and a senior member of the investment committee at fee-only Lexington Wealth Management.

Glenn’s college teaching experience is extensive. He has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He taught capstone portfolio construction courses for 20 years. Glenn still teaches investment workshops for advisors as well as the general public.

You can register for his upcoming workshop “How To Build A Portfolio To Last A Lifetime” at his website below.

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For More on Glenn Frank

Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy

Website: Time, Money and Joy.com

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Podcast Episodes You May Like

Live Life in Crescendo – Cynthia Covey Haller

Happier Hour – Cassie Holmes, PhD

Thinking Better to Live Better – Dr. Woo-kyoung Ahn

The Power of Fun – Catherine Price

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Wise Quotes

On Managing Time vs. Managing Choices

“Choice management is a far more personally impactful term than time management, especially for retirees. The term itself reminds us that so many things really are our choice. Choice management is all about strategically and intentionally being happier by making better day-to-day decisions. When I think of time management, I think about being more efficient with the limited minutes and hours we have each day…Choice management is much more personal. It’s not profit oriented, it’s happiness-oriented…What is the best way to combat being time rich for true deep down, purposeful happiness? I think the answer is helping others somehow, some way. This, of course, is your choice. There are so many, many ways to help others and that can very easily fill up the day and say when your head hits the pillow at night, Gee, I accomplished something important today.”

On Happiness

“Life is a constant balancing act between finite resources, time and money – and an infinite desire to be happy. Many do this juggling act without a lot of thought. When you’re at the cusp of retirement it is absolutely crucial. To be thoughtful and intentional at this major fork in the road, you really need to narrow down the endless options to what may actually work for you. Financial advisors solve for financial goals when the true goal is always to maximize family happiness. So, you probably need to go a little more deeper and understand time management and what actually makes you happy. There are tons of books, articles, Ted talks on daily happiness, many, many resources on finding purpose for life satisfaction. The books, and a lot of these resources, are mostly other people’s stories and the real question is what about the unique you?”

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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 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

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. Business Insider has recognized him 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 · Dec 24, 2023 ·

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Retiring? Check our recommendations on the Best Books About Retirement.

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How can you prepare well for the transition to retirement? A retired couple chronicle their first year of retirement together in an excellent monthly column in The Wall Street Journal titled Retirement Rookies. They share the stories from Year One, with lessons learned and their observations on challenging issues we can all relate to.

Stephen Kreider Yoder is an editor on The Wall Street Journal’s enterprise desk. Karen Kreider Yoder is a retired professor and K-5 teacher. They join us from San Francisco to talk with us about their rookie year in retirement together.

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For More on Steven & Karen Kreider Yoder

For Subscribers of The Wall Street Journal, you can read the collection of all of their pieces here:

Retirement Rookies

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If your not a WSJ subscriber, check The Retirement Wisdom LinkedIn Company Page (and follow us…) for free gift access to their 10 pieces here:

Retirement Wisdom

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On Their Cross Country Tandem Bike Adventure

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Be Intentional About Your Retirement

Don’t wait until you’re asking What Now?

Get ahead of the game. Take the first step today:

Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th

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Podcast Episodes You May Like

An Artful Life – John P. Weiss

Where to Retire – Silvia Ascarelli

Independence Day – Steve Lopez

The Vintage Years – Dr. Francine Toder

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Wise Quotes

On Slowing Down & Savoring Time

“Savoring time and budgeting time, we both are definitely ones who budget our time. Much of that is because of the kind of work that we were doing, full-time work, managing full-time office work, as well as family and volunteering. You just have to really budget your time to make sure you can get everything done in the day or in the week. But now we have all this time on our hands, and so we’re actually practicing how to savor our time. And so we often remind each other, ‘No, no, no, we need to slow down.’ So we take Amtrak to travel across this country instead of flying. Or we remind each other. ‘Let’s arrive early at an event so we can have a chance to chat with people ahead of time. Or let’s spend a couple extra days with family instead of flying home quickly. Or let’s drive the slow route from Kansas to Iowa, taking the back roads and not going through any major cities and going on no major highways. Let’s try going the slow route.‘ So we’re kind of practicing how to slow down and savor life. So those are some things that we’re trying to do. It’s hard. It’s hard work.”

On Identity in Retirement

Steve:

“Since kindergarten, we’ve had some sort of identity tied to this external determining force. But beyond that, I worked at The Wall Street Journal for 38 years and in journalism all that time, and it was such a determining force that stepping away from that left this vacuum. And in my own identity, I think we wrote in the article about how I have this notification that comes up on my phone right before 9:00 AM every Monday that reminds me to join the conference call for my group’s meeting at The Wall Street Journal, and I haven’t worked there for more than a year, and I somehow can’t turn that off. It reminds me there’s one little vestigial connection to my old identity as a journalist and the people that I worked with and the work that we did. It’s hard for me to separate from that. And I look around and I’m a little envious of other retirees who seem to have switched over into a new identity, whether that be grandparents or whether that be whatever their identity is.”

Karen:

“So I find that I still need a professional identity. And for 40 some years I was a teacher kindergarten through fifth grade, as well as being a teacher educator, teaching teachers at the university level. So I need to have that identity, but there are parts of it that I’m so glad I have let go. Just yesterday at church, two different people approached me and asked my opinion of some professional kinds of things, curriculum for children. One of them was asking about and for another, how to encourage more young people to come to San Francisco to work. So they both asked me to help them brainstorm how to sort of a plan of action. So I appreciated being asked my expertise, but I also was so thankful that they did not ask me to be on a committee because that is what I really do not miss at all the committee work. But the difference now is that I am, I’m choosing my own identity rather than having it be given to me in my job description. So one thing I’m doing now, I’m expanding my creative kind of an identity. I’m doing a lot of textile arts, and so in doing that, I’m expanding my identity to include that. So one cool thing about retirement is that we can develop our own job description and our own identity, and I think that everybody needs an identity and something that defines them, and in retirement it can be fluid, it can change, which is really wonderful.”

On Retirement & Freedom

“I always thought retirement was like freedom. Freedom from work. I always loved my work, but there are things that I was irritated about. So I saw retirement as freedom from work life. But what I’ve found is that retired life, we still have every single part of life. You still have to consider your safety, finances, food, all of your relationships. What kind of a person are you ? Kind and charitable? Am I still being curious and learning new skills and information? All the travel that we do, it still fills our days and am I getting enough sleep and rest? So all these different aspects of life, we still have to consider it all. And it’s all part of retirement. And so retirement can be rich and varied. And at this point, I would never want to go back to the frenetic work life that I once had. This retired life is a good life, and that’s full and varied.”

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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 The Multipurpose Retirement.™

Be intentional about your next phase. Design it.

__________________________

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. Business Insider has recognized him 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 · Dec 22, 2023 ·

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What’s on your reading list? Check out our interesting Books About Retirement.

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Can four questions unlock the pathway to a great year for you in 2024?

I’ve found these four simple questions to be powerful guides in planning clearly for the year ahead.

Grab a pen, a blank sheet of paper, your favorite beverage ( but maybe not more than one…) and take 30 minutes in a place where you won’t be distracted, Capture your bullet point thoughts and see what emerges for you.

More – What do you want to do more of next year?
Less – What do you want to dial back next year?
Start – What new things do you want to start?
Stop – What to you want to stop doing that’s holding you back?

Now review your thoughts and create a one page Action Plan for 2024.

Using Schedule Send, create and email to yourself quarterly or monthly to help keep you on track – and/or share your plan with someone who can be an acccountability partner for you.

Want to share your list? Email me your list to be covered in a future podcast episode.

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Podcast Episodes You May Like

Tiny Habits Can Lead to Big Changes – BJ Fogg

The Joy of Movement – Kelly McGonigal

Design Your Life and Get Unstuck – Dave Evans

The Mindful Body – Ellen Langer

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Want to Start the New Year Right?

Build the Right Habits – Fast Start program – Starts January 5th – 3 One Hour sessions

Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th

Take the first step. Sign up today!

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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.™

Be intentional about your next phase. Design it.

________________________________

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. Business Insider has recognized him 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 · Dec 21, 2023 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 19:14 — 17.6MB)

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Planning to retire? Check Out Our Best Books About Retirement

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Retirement is one of life’s most challenging transitions. But can it be made easy? Gary Poier thinks so. He’s the author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients. He joins us to explain how.

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Make 2024 a Great Year!

Build the Right Habits – Fast Start program – Starts January 5th – 3 One Hour sessions

Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th

Take the first step. Sign up today!

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Podcast Episodes You May Like

Retire Happy – Dr. Catherine Sanderson

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

When Will You Flip the Switch? – Dr. Barbara O’Neill

What Are The Keys To A Successful Retirement? Fritz Gilbert

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Bio

Gary Poier is the author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients. As a financial planner, Gary approached retirement planning from the financial perspective. However, he often found that many of his clients were unable to tell him what they wanted to do with their lives in retirement. He believes that, as a trusted advisor, your financial advisor should want to help you figure out how to make your retirement all you want it to be and be the best time of your life. To do so requires thinking about retirement from as many different perspectives as you can so that you are able to uncover the potential retirement is offering. Make Retiring Easy lays out a system for looking at retirement from 30 different perspectives. Gary was an Investment and Retirement Planner with RBC Wealth Management. In April 2013, Gary left the financial services industry to create his second act – Aspire Personal Achievement Inc.

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For More on Gary Poier

Make Retiring Easy: How to Create the Best Retirement Life for Your Clients

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Retire Smarter. Don’t Miss An Episode

Follow on Apple Podcasts

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

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Wise Quotes

On Retirement

“How do you want your relationships to grow and evolve over the course of your life? Because the relationship you have with your own children or your own parents or grandchildren, it’s going to change as you age. And then how do you want your lifestyle to change and evolve over time? Because as I mentioned with my parents, they couldn’t do later in life what they could do earlier in life. So you have to be aware. You have to be aware that your lifestyle is going to change and how it’s going to change.”

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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 The Multipurpose Retirement.™ A meaningful retirement doesn’t just happen. It takes more than a vision. It takes imagination and practical ideas you can test and refine.

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.

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About Your Host

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

Connect on LinkedIn

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Season 7 Preview

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

How Happy are Retirees? – Nate Miles

Unlock Positive Aging with Outdoor Adventure – Caroline Paul