Podcasts Archive - Page 21 of 71 - Retirement Wisdom

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Planning for your retirement? You’ll be crafting a new story – the story of your future. Jeanne Lambin shares how storytelling and improv can help you bring imagination to planning your next chapter – and tells us about her program 11 Minute to Mars.

Jeanne Lambin joins us from Chicago.

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Bio

Jeanne Lambin is a coach, trainer, facilitator, and storyteller. Her professional life and coaching practice have centered around helping individuals, groups, and organizations, find, tell, and live better stories. Intentional storytelling is an essential part of the life-design process because stories help us to make sense of our lives, the world, and our role in it. They help us name the change we want to bring. To help people discover and inhabit these stories of transformation, she creates carefully designed workshops, training, and coaching experiences nested in applied improvisation, storytelling, and creative experimentation.

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For More on Jeanne Lambin

Website

11 Minutes to Mars

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Podcast Episodes You May Like

The Mindful Body – Ellen Langer

The Power of Fun – Catherine Price

Learning is a Lifetime Sport – Tom Vanderbilt

Design Your Life and Get Unstuck – Dave Evans

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Retire Smarter.
Follow on Apple Podcasts
or SubscribeGoogle Podcasts | Spotify | iHeartRadio  | TuneIn | RSS
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Wise Quotes

On Possibilities

“So one thing I sometimes do, rather than making a to-do list, is I make a list of things that are possible. And this can be anything from a practical thing of go for a walk to wildly impractical, buy a train ticket, buy a plane ticket, fly somewhere remote. And The Story Spine is actually a great way to combine these two things. So the reason why I make a Possible List is that it’s very easy to forget both in a rather mundane way what’s possible with all the choices that we have available to us, even though sometimes it might not feel like we have choices. And then also those wild things that we might not ever get, but kind of help that aspirational heart or that possible heart stay alive…So making that list of possibility is a way to keep that spirit alive and then coupling that with The Story Spine. So you take something from your possible list and then you go through once upon a time and every day, but one day. And because of that, and because of that, and because of that, until finally and ever since then, and you can write a little story about what would happen if this possibility became an actuality.”

On 11 Minutes to Mars

“It’s amazing how much and how little can be accomplished in just 11 minutes. But one of more interesting things that I’ve accomplished in 11 minutes is I’ve made an entire painting of an owl. So I did about a three foot, actually, yeah, about a two foot by three foot painting of an owl. I was on an owl kick for a while. I have sent emails that I have been putting off, sending for years, and finally just decided that this is the time that I’m going to do it. I have worked on writing chapters of a book that I’m working on. I’ve just decided that I want to send nice messages to a few friends and just say, Hey, I’m super happy that you’re in my life. I appreciate you. I have also done absolutely nothing where I’ve taken 11 minutes and just decided that I’m not doing anything. And it’s wonderful – and it’s horrible. And it’s also, I found when I have a list that feels overwhelming in the things that I need to do, that taking that 11 minutes just to pause and just to say, I can stop this. Maybe not forever because that’s not practical, but I can just take a pause and I cannot fill it with action. And it’s then working against that tendency that some of us have just to fill available time, 11 Minutes to Mars. The idea for that was hatched while I was watching the landing of the Mars Rover, and it was a live stream by NASA, and the commentator from NASA was just kind of filling the airtime. And what she said is that we were going to wait for a while because it would take 11 minutes for the radio signal or the signal to travel between the Earth and Mars to find out if the rover had landed and made it to the surface. And I absolutely could not believe this fact. It’s so fathomable unfathomable, but at one hand that we can see 11 minutes later something that happened on the surface of another planet that’s millions of miles away. And so it got me thinking, if it’s possible for the signal to travel between the Earth and Mars and 11 minutes, then what else is possible? And so what I did is I got a group of people together, and the charge was quite simple, is you say what it is that you’re going to do, you do it, and then you reflect on that experience of doing, because a lot of times there’s things that we have to do, but we might not think about how we want to feel or why it is that we’re doing this thing. And by simply reflecting on how our experience of time unfolded, it gives us a lot of insights about what our experience of time is and how we can make it more aligned with what we want to be. So the idea with 11 Minutes to Mars is that it brings together our attention and our intention so that we can align our time and spend it on things that matter. And the way this works in the practical and tactical sense is I bring a group of people together once a day, every day for 11 days, and at the beginning, and it’s a virtual experience. So at the beginning there’s a short check-in of here’s an idea about time, here’s a way to play with time, and then here’s our sprint. So you say what it is you’re going to do, you do it, and you reflect on that experience. It’s a small group, so it’s also like a small group coaching where you hear what other people are doing and what other insights occur. And then after 11 days, you’re done. You get your certificate, you have the method, and then you also, there’s also retreats and other things once you’re part of the Mars community that you can be a part of.”

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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.  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

Retire Smarter. Follow on Apple Podcasts
or SubscribeGoogle Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Let’s face it. Retirement isn’t for everyone. A notable percentage of people return to work within the first five years of retirement. But what’s the pathway back? Here’s one that may not be on your radar. Savvy organizations who need experienced talent have created returnship programs targeting people who are returning to work following a career break. While these programs primarily have focused on mothers re-entering the workforce, some include people returning from caregiving, medical issues and retirees.  Shay Baker of Return Utah joins us to discuss how to return to work from a career break – for any reason.

 

Shay Baker joins us from Utah.

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Bio

Shay Baker is the proud overseer of Return Utah, the first public career reentry program in the country. Working alongside Lt. Governor Deidre Henderson, Baker is responsible for Return Utah’s development, continued innovation, programming, and marketing for Utah state agencies, public/private partners, and returnees.

 

Baker is a returner having participated in Return Utah’s inaugural cohort. She has since presented to many of the nation’s lawmakers at the Council of State Governments, and has been featured in publications by iRelaunch, the Wall Street Journal, NPR, the Society of Human Resource Management, and Pew Charitable Trusts.

 

Prior to her 8-year career break, Baker worked as a television news reporter and producer for KTVX and KSL-TV in Salt Lake City. She holds a bachelor’s degree in Communication from Weber State University and lives in Layton, Utah with her husband and three daughters.

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For More on Shay Baker

Return Utah

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Mentioned in This Podcast Episode

iRelaunch

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Make Next Year Your Best Year – with the Habits You Want!

Start small, but start smart.

“You are what you repeatedly do.”

Join our 3 week Habits group program and get 2024 off to a great start!

Learn More     |     Register Here

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Podcast Episodes You May Like
The Power of Reinvention – Joanne Lipman
Purpose and a Paycheck – Chris Farrell
Why Are People Unretiring? – Nicole Maestas
Working Longer – Scott MacKillop
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Wise Quotes

 

On Returnships

“The pandemic has really caused sort of a small explosion in career reentry or return to work programs. And we know that that’s because so many jobs were lost at the height of the pandemic, especially among women and particularly marginalized women. And so while Returnships and career reentry return to work programs did exist prior to the pandemic, and they were growing slowly and steadily prior to the pandemic, the pandemic brought about this need for employers to basically acquire talent and particularly diverse talent. So a lot of organizations looked to these career re-entry, return to work models to try to appeal to people, particularly women.”

 

On Returning to Work

“We have individuals who’ve returned to the workforce after taking breaks to enhance their education, to start businesses, to volunteer, to run for political office. So re-entry for them is going to look different. Maybe you’re not running your own company, but you’re doing something that someone else is asking you to do, which comes with some adjustments. And we also have illness related career breaks, either caring for an elderly loved one or a child who may have been sick battling your own illness. And those come with an extensive amount of adjustments regardless of your reason.”

 

On Taking the Leap

“First and foremost, just do it. Don’t think too much. Just do it. If you think too much, you’re going to back out. You’re going to find a reason to feel anxious about it. You’re going to find a reason to feel less than like you’re not prepared enough, or you don’t know that software well enough, or you haven’t rebuilt your network enough who caress. Just do it. Honestly, one of the best things I did was just take the leap. And I remember I had agreed to an interview before even realizing that I had agreed to an interview. And the night before my first interview, I realized, Oh crap, I probably need a resume. That didn’t even enter my mind. I didn’t even think about it. So the night before, I’m stressed. I am freaking out, and I’m trying to write this resume. And then I’m thinking, how do I write a resume with an eight year career gap in there? What do I do? And so I literally started calling everybody I knew at 9 30, 10 o’clock, and I’m like, how do I do this? I’m on Google. I’m looking up everything. And I finally reached, a very dear friend of mine, used to be a career counselor at a university before getting her PhD. And she just said like, listen, don’t stress that. What you need to do is just come in, be transparent, be yourself, and just enjoy the conversation. You’ll do fine.”

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About Retirement Wisdom

Make 2024 a Great Year!

Start small, but start smart. Build the new habits you want.

Join our 3-week small group program in January and get 2024 off to a great start!

Learn More     |     Register Here

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Our thoughts often turn to gratitude during the week of Thanksgiving. What if we lived with gratitude the whole year? Kristi Nelson and Glenn Fox know how to do that – and why it’s beneficial for you and others. They share their wisdom on gratitude with us in this Best of The Retirement Wisdom Podcast episode.

Listen to the full podcast conversations on gratitude:

Are You Living Gratefully? – Kristi Nelson

The Gift of Gratitude – Glenn Fox

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Takeaway – Three Blessings Exercise:

https://ggia.berkeley.edu/practice/three-good-things

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Bios

Kristi Nelson is the Executive Director of A Network for Grateful Living (gratefulness.org).  She’s also the author of Wake Up Grateful: The Transformative Practice of Taking Nothing for Granted.

Kristi has spent most of her adult life in non-profit leadership, fundraising, and organizational development. In a wide variety of roles, she has helped to lead, fund, and strengthen organizations committed to progressive social and spiritual change.

In 2001, Kristi founded a values-based fundraising consulting and training, and leadership coaching business, and in this capacity worked with organizations such as the Institute for Jewish Spirituality, Buddhist Peace Fellowship, Spirit in Action, Wisdom 2.0, and The Center for Contemplative Mind in Society. During this time, she was also founding Director of the Soul of Money Institute with Lynne Twist, Director of Development at Kripalu Center for Yoga and Health, and Director of Development and Community Relations for the Center for Mindfulness in Medicine, Health Care, and Society.

Kristi received her BA from UMass/Amherst, a graduate certificate in Business and Sociology from Boston College, and her Master’s in Public Administration (MPA) with a concentration in Leadership Studies, from Harvard University.

Kristi is a stage IV cancer survivor who feels blessed to work with her beloved colleagues in sharing the gifts of gratefulness with people around the world. She lives in Western MA with her family, and gives thanks every day to be surrounded by the glories of the natural world and a vibrant, loving community.

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Dr. Glenn Fox is a faculty member at the University of Southern California’s Lloyd Greif Center for Entrepreneurial Studies, in the Marshall School of Business. His current projects focus on neural systems for emotion regulation, high stakes training, and developing entrepreneurial mindset skills in founders and business leaders.

Glenn received his Ph.D. in Neuroscience from USC, where he focused on the neural correlates of gratitude, empathy, and neuroplasticity. Following graduate school, he started a company, Ph.D. Insight L.L.C., which focused on providing data science consulting for small businesses and early-stage startups. Prior to joining Marshall as a faculty member, Glenn led the Performance Science Institute at USC where he worked with the United States Marine Corps, Army Research Laboratories, Seattle Seahawks, and numerous Olympic athletes and Fortune 500 companies to examine the role of mindset in business and high stakes pursuits.

Currently, Glenn is the Director and Founder of the USC Found Well Initiative which aims to understand and promote entrepreneurial mindset in founders and business leaders. He also serves as a Principal Investigator at the USC Sensorimotor Assessment and Rehabilitation Training in Virtual Reality Center (SMART-VR) and a fellow of the Brain and Creativity Institute.

Outside of USC, Glenn serves as the Chief Science Officer of the C4 Foundation, which serves to strengthen and protect Navy SEAL families. Glenn is also currently on the advisory board of the Flow Research Collective, where he works with Steven Kotler on projects related to gratitude, flow, and high performance. He consults regularly with companies and media outlets on topics ranging from small business management, gratitude, and high performance.

Glenn is an avid maker and restorer of things old and metal. He lives in LA with his wife and son.

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Podcast Episodes You May Like

Taking Stock – Dr. Jordan Grumet

The Joy Choice – Dr. Michelle Segar

Changing the World One Small Act at a Time – Brad Aronson

Retire Happy – Dr. Catherine Sanderson

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Retire Smarter:

Follow on Apple Podcasts or SubscribeGoogle Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Wise Quotes

On Defining Gratitude

“Gratitude is a word we hear thrown around a lot, and I think that’s a good thing. And we are only beginning to understand gratitude more the more we begin to look for it. And as you start to look and observe gratitude, you realize that it’s so much more than what people talk about. We hear the word gratitude, and we think about it as a synonym for happiness a lot of the time, but this limits what gratitude really is. What it really can do for people is more than gratitude and it’s more than happiness. It’s more than just getting something nice. It is a framework it’s part of our moral compass for how we keep track of our relationships to others. It’s part of our deepest motivational circuits. It’s part of it’s deeply wrapped in our circuits for making meaning out of what happens. Chances are if you can find a way to be grateful for a difficulty, that difficulty will be twice reduced and I’m not saying that’s easy, but it is showing that gratitude has more uses and more benefits than I think just happiness. So  gratitude is not just happiness or feeling good. Two things I’m a fan of by the way, of course, but gratitude is more than that. So to outline what gratitude is, let’s think about it in terms of the context that most of us discuss it, that is in the context of interpersonal gift giving. When a recipient receives a gift of some sort from a donor. In this case, we define gratitude as the feeling that we can have when we receive something that comes at some effort and that fulfills a need.”

 

On Why Gratitude Takes Effort

“Gratitude is not so easy to come by all the time. So that’s why we do what we do is because we talk about how can we really live more gratefully, not just have gratitude as a momentary experience that then evaporates. And we wait for something to make us feel grateful again, you know, which doesn’t happen all the time, as much as we’d like it to.To experience gratitude more regularly, more consistently, it’s an inside job. It’s something that we can learn to practice and bring to our lives as an orientation rather than waiting for something external to happen.”

On Learning to Be Grateful

“We love feeling gratitude. It’s a fantastic feeling and we love inciting gratitude and other people helping other people feel grateful – and yet gratitude tends to be conditional it’s fleeting. It’s transactional. Often we wait for somebody to do something for us or for something to happen. It’s something that is ephemeral and difficult for us to put our hands around. How do I get more gratitude and gratitude, inducing experiences? And it ends up being a little bit like the pursuit of happiness, I think, in that it’s elusive. And it feels out there. Gratefulness, as I was saying before, is something that we can cultivate as a practice, very similar to mindfulness. And it’s a beautiful way to weave together more moments of gratitude and to learn how to find those experiences of gratitude and to uplift them and to deepen ourselves into them more often. So it’s not about being grateful for everything, but gratefulness as the ability to be grateful in every moment. And that’s something that we can learn.”

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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.  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.

 

 

Make Next Year Your Best Year!

Start small, but start smart.

Join our 3 week Tiny Habits group program and get 2024 off to a great start!

Learn More     |     Register Here

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How much critical thinking are you bringing to your retirement planning?  And not just with your investments, but on how you’ll invest your time in retirement. Critical thinking can help you avoid distractions, make smart choices and chart your own course in your retirement life.

Dennis Torres shares his lessons from a varied career and from six years in retirement. He joins us from Malibu, California.

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Bio

Dennis Torres is a skilled, talented mediator, arbitrator and negotiator who is committed to serving the best interests of all parties. He has successfully settled and negotiated thousands of disputes and contracts throughout his professional career. More than 30 years of business experience enables Torres to quickly identify the key issues of any dispute, separate the conflict from the personalities and pragmatically work toward resolution. Additionally, he brings a high degree of integrity and creativity to the process, often being praised for his “out of the box” solutions.

A daily meditator since the mid 1970s, it is easy for Torres to remain centered, focused and neutral while being firmly committed to resolution. His style utilizes a full range of facilitative, evaluative, distributive and transformational methods as best suited for the individuals and the uniqueness of each challenge.

While varying the process to fit the parties and the dispute, typically he will first caucus with counsel for both sides, followed by a joint session with all parties, then individual caucuses with each disputant and their attorney. His success rate is among the highest in the industry and his solutions among the most satisfying.

Torres received his formal training in dispute resolution from Pepperdine University’s School of Law, Straus Institute for Dispute Resolution, which is rated number one in the country.  He has both a Master’s Degree in Dispute Resolution and a Professional Graduate Certificate in Dispute Resolution. Additionally, he is a graduate of The Fashion Institute of Technology, New York where he earned a degree in industrial engineering.  He also studied law at LaSalle University before being assigned duty with the United States Air Force in Vietnam. In 2006, he completed the PON at Harvard Law School.

In addition to his private practice, Torres served as an adjunct professor of negotiation and dispute resolution for Pepperdine University and as a mediator for the Center for Conflict Resolution (CCR), the California Academy of Mediation Professionals (CAMP), the Arbitration, Mediation & Conciliation Center (AMCC), the State of California Superior Court in Ventura County and Los Angeles County, and the Courts of Malibu, Santa Monica and Van Nuys, and as both a mediator and arbitrator for the National Association of Securities Dealers (NASD). He had been professionally associated with Pepperdine University util his retirement.

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For More on Dennis Torres

Website

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Retire Smarter:

Follow on Apple Podcasts or SubscribeGoogle Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Podcast Episodes You May Like

The Power of Saying No – Vanessa Patrick, PhD

Life After Work – Brian Feutz

Purpose Driven Retirement – Jet Vertz

Independence Day – Steve Lopez

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Retiring?  Check out our recommended Best Books on Retirement with short summaries.

It’s not a just a list – and not just typical titles…

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Wise Quotes

On Critical Thinking & Retirement

“Critical thinking is important in all aspects of life, but what it means is to start thinking why we believe what we do. Why do we do the things that we do? We are bombarded throughout our life with philosophies, with commercial advertising that sort of shape our thinking. And especially true in retirement. Many people think, well, we got to go on a cruise. We have to go see the world. We have to go do this, we have to do that. And that may not satisfy people. They think of me personally. I took one cruise in my life, and while I always make the best of a situation and enjoyed meeting people, it was something I would not do again, because the cruise that seemed to be about the eating and gambling and entertainment, none of those things interest me. I’m interested in nature and relaxing and in learning. So the point I’m making here is think about what’s really important to your life, what you want to do with your life that’s going to feel fulfilling instead of rushing around doing things that you think you should do.”

On Simplicity

“Simplicity is the essence of life. We’re bombarded with so much, especially now with the social media and internet. The real fulfillment in life comes from simple things. I was thinking also today about frugality. Frugality is not just money. Frugality is a simple lifestyle, and that’s what’s fulfilling. I see people now and now that I’m retired, and by the way, I’d loved working. I loved meeting people and being active and creating. I retired because the simple fact that I knew I was not going to live forever, and I wanted to try something different, something that was not scheduled. And I find so many retired people try to busy themselves with things, cruises and traveling and all that, and how many times I’ve heard people come back from Italy or Europe or Asia and say, wow, it’s so good to be home. You’re leaving thinking that this is going to be fulfilling and actually you’re happy to be home where you can relax and get into your normal routine. So people should not be afraid of routine and just enjoy the simplicity of not being bombarded by so many things in life. Life will fill all the time that you have. Get in there and make the best of it. Do something that’s fulfilling.”

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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.  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.

 

Make Next Year Your Best Year!

Join our 3 week Tiny Habits group program and get 2024 off to a great start!

Learn More     |     Register Here

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Lawrence Kosick, Co-founder and President of GetSetUp, joins us to discuss how you can bolster your retirement years with lifelong learning. Follow your curiosity and learn new things in the new year ahead. There’s a multitude of options such as Photography, Cooking, Technology, Music, Travel or Health & Fitness. Pick up some new skills, new interests, hobbies and you may also make some new friends along the way.

Lawrence Kosick joins us from California.

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Bio

Lawrence Kosick is the Co-Founder & President of GetSetUp, an online community of people who want to learn new skills, connect with others and unlock new life experiences in an interactive learning environment specifically designed for older adults.

Lawrence was born and raised in Vancouver, Canada where, as a child, Lawrence’s father founded a non-profit assisted living facility for older adults. Lawrence grew up spending nights and weekends visiting the facility and was amazed by the wisdom of the residents who had so much more to give.

Before co-founding GetSetUp, Lawrence oversaw Business Development and Partnerships for IFTTT, an IoT Connectivity Platform. He also led Sight Machine’s Asian Pacific business operations and was VP of Global Partnerships at Yahoo during its early years. Lawrence has been pleased to team up with his long-time friend and co-founder Neil, to create a learning platform for older adults that allows him to continue the work his father started so many years ago. Lawrence is an avid cyclist and trail runner, so it is no surprise that the two co-founders met on the trail and continue to trade ideas that power the mission of GetSetUp and enhance the lives of today’s older adults.

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For More on Lawrence Kosic

GetSetUp

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Podcast Episodes You May Like

Tiny Habits Can Lead to Big Changes – BJ Fogg

Best Of – Lifelong Learning

Learning is a Lifetime Sport – Tom Vanderbilt

Lifelong Learning – Michelle Weise

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Retire Smarter. Don’t Miss Out on Our Podcast Conversations.

Follow on Apple Podcasts or SubscribeGoogle Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Wise Quotes

On Lifelong Learning

“It’s a great question, and it’s not as if all of our learners on GetSetUp actually identify as lifelong learners. We’ve found that if you ask that question to a female audience, they more often will say, Yes, I do identify as a lifelong learner. More of our men actually do not actually identify with that phrase. But the concept in general, I’m a big believer in. Life changes, technology changes, our circumstances change, and what are we doing to keep up with that? So there’s a shelf life to the things we learn, to the products that we use, to the services that we use. We have to keep learning and evolving to make sure that we’re getting the best out of life. And I think that just comes from making a habit of wanting and needing to learn new things.”

 

On Learning from Guides

“And we just thought, wouldn’t it be wonderful if we could both re-skill and upskill folks my age and older to teach these things, but also at the same time create a learning opportunity for those who were trying to understand. So an economic opportunity on one side and a learning opportunity on the other. And the wonderful byproduct of that was there was just a comfort level where everybody had that same sort of patience, speed, empathy and vocabulary. There was a magic that occurred where everybody felt like no question was a dumb question. We could all spend the time needed to sort of understand similar issues or similar challenges, questions, problems. And so it just worked. And so in many ways, we call them Guides to answer your original question. We call them Guides because a lot of them come from our learner population. So folks come to GetSetUp, they want to learn something new, they take five or ten classes, and then they raise their hand and they say, Well, actually I’m a retired doctor, lawyer, teacher, nurse, yoga instructor. I have some wisdom. I have some knowledge. I wouldn’t mind sharing it. Can I go through your program and potentially teach on the platform? Now, not everybody does this, but a significant number do, and we feel like they’re helping guide others. There’s less of a hierarchical feeling around teacher-student when it’s sort of guide and learner. It’s a nuance, but we think it’s an important one, and we’re all about making it as friendly and as comfortable as we can for others to learn from folks like themselves.”

On Community

“If you bring people onto a platform and into a class and it’s interactive, it’s fun, it’s engaging, it’s with others that are similar to them or going through similar things that they are, there’s a bond. There’s a way to easily identify and connect with those folks. They start to become friends. And if people start to learn together, and the byproduct of that is they make five new friends in the first month or two and they come back and take classes together, I think we can obviously discern from that that there’s some socialization going on and there’s some positive connection because they’re both making friends and then learning together. I don’t know why it’s surprised us perhaps we’re not all that smart Joe, but we started out as a learning platform and we realize that interactive learning together with others, really does create the magic that creates this social connection and friendship.”

 

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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.  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.

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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.