Podcasts Archive - Page 21 of 70 - Retirement Wisdom

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You can tell by the barrage of commercials that it’s Medicare Open Enrollment season. The author of Medicare for You: A Smart Person’s Guide,Diane Omdahl of 65 Incorporated,  is back to help us sort through the noise, learn what’s new this year and how to avoid the common mistakes she sees people make in Medicare Open Enrollment.

Diane Omdahl joins us from Wisconsin.

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Bio

The author of Medicare for You: A Smart Person’s Guide, Diane Omdahl, RN, MS., is a nationally recognized Medicare expert and the author of Medicare and You: A Smart Person’s Guide.

In 2012, she co-founded 65 Incorporated, a company that provides one-on-one consultations to individuals dealing with Medicare. Her first company, Beacon Health, provided homecare agencies with Medicare compliance guidance from 1987 until she sold it in 2008. Diane has served as a technical expert for the Centers for Medicare and Medicaid Services (the organization that runs the Medicare program) and is a frequent speaker on Medicare-related issues. In addition to being a registered nurse, Diane holds a Master’s degree in Health Services Administration. Diane is a Forbes.com contributor on the topic of Medicare and has been featured in many national publications including the Washington Post, CBS MoneyWatch, Forbes, The Wall Street Journal Market Watch, Kiplinger, and many others.

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For More on Diane Omdahl

65 Incorporated

Website

Medicare for You: A Smart Person’s Guide

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Podcast Episodes You May Like

Medicare for You – Diane Omdahl

The New Age of Aging – Maddy Dychtwald 

The Measure of Our Age – MT Connolly

The Mindful Body – Ellen Langer

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Wise Quotes

On Misconceptions of Medicare Open Enrollment

“I think the biggest misconception people have is that Open Enrollment also applies to the Medigap policies, the supplemental insurance. We hear from people who aren’t happy with their Medicare supplement plan and they think they can change it during open enrollment. We’ve heard from people who didn’t get a Medicare supplement or Medigap policy when first eligible, and they think now they can add it like if they would with a drug plan. However, Open Enrollment doesn’t apply to Medigap policies. If you want to change your Medigap policy, you can apply at any time during the year, and medical underwriting may apply. If you are trying to change from Medicare Advantage to a Medicare supplement Medigap policy, there’s only two times you can drop that Advantage plan and one of them is coming up. So we say shop for your Medicare supplement first, get your guaranteed acceptance in hand and then dis-enroll from the Advantage plan during Open Enrollment and you’ll be good to go January 1.”

 

On Common Mistakes with Medicare Open Enrollment

“I think waiting until the last minute, then they can’t get through or something gets messed up. The mistake I already mentioned: assuming that you don’t have to do anything if you love your plan. That happens. I did a client last year. I did his wife early this year, and she says, I’m not supposed to tell you this, Diane, my husband didn’t take any drugs. He was in the cheapest plan that he could be in, but then he didn’t open his Annual Notice. And come to find out, I think this was two years ago, the plan he was in was discontinued and he was enrolled automatically and that went from $10 to $69. It’s a mistake – not opening your Annual Notice of Changes as far as Open Enrollment goes.”

On What to Do with Medicare Open Enrollment

“Don’t pay attention to the commercials. Look at your Annual Notice of Changes and then do your homework. So my words to people, and again, I’ve been accused of being biased against Advantage, and as I said, I’m not a biased against that. I’m biased against people not shopping carefully. You’re going to go buy a new car. You spend 14 hours testing and reviewing literature. What do you do with Medicare Advantage? You go with what a friend says works, or you talk to an agent or you go with a commercial. Come on people! Do your homework. I’m an educator. That’s what I try to have people do. ”

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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.

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024. Learn more and register here.

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.

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The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the opinions of the host, or of Retirement Wisdom, LLC. The Retirement Wisdom Podcast 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, not advice. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

Retire Smarter. Don’t miss an episode in this free Retirement School:

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

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Has there ever been a better time to be an older adult? Lifespans have increased significantly in the 21st century and older adults report high levels of happiness. But there are major challenges an aging population poses – and faces – at the societal, governmental, legal and individual levels. MT Connolly, the former head of the U.S. Department of Justice’s Elder Justice Initiative, discusses her new book The Measure of Our Age: Navigating Care, Safety, Money and Meaning Later in Life and ways of improving life for older adults at those different levels.

MT Connolly joins us from Washington, DC.

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Bio

MT Connolly, a leading national expert on elder justice, was awarded a MacArthur “genius” grant for her work shaping research, policy and practice. She was founding head of DOJ’s Elder Justice Initiative, architect of the federal Elder Justice Act, and lead author of the Elder Justice Roadmap, setting priorities for the field. That work, and her research for “The Measure of Our Age: Navigating Care, Safety, Money and Meaning Later in Life,” led her to co-design teams that provide more holistic, hopeful, and evidence-based services aimed to reduce trouble and enhance connection as we age, like the innovative “RISE” program. First pilot-tested in Maine, and now expanding elsewhere, RISE services are “person-centered” and can include support for caregivers and others.

MT grew up in Rochester, Minnesota and the Northwoods of Wisconsin, graduated from Stanford and Northeastern University School of Law, is adjunct faculty at USC’s Davis School of Gerontology, and lives in Washington, DC.

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For More on MT Connolly

The Measure of Our Age: Navigating Care, Safety, Money, and Meaning Later in Life

Website

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Podcast Episodes You May Like

Breaking the Age Code – Dr. Becca Levy

Who Will Take Care of You When You Are Older? – Joy Loverde

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

Getting Good at Getting Older – Rabbi Laura Geller

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Mentioned in This Podcast Episode

Is This Risk on Your Radar? – Julie Belshe

How the Elderly Lose Their Rights – The New Yorker

The Mindful Body – Ellen Langer

The New Old Age – David Brooks in The Atlantic

Dr. Kate Wilber USC

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Wise Quotes

On Creativity and Curiosity

“Then there’s aging as an opportunity. The late chapters of life has been a good opportunity for expanded creativity and curiosity. And I think we really underestimate old age in this respect, because there is so much we can do. And recent article by David Brooks in the Atlantic focusing on Encore Time focused on this as well. And I think that it’s a spectacular time to do something new, to try something new that can also be tremendously enriching. There’s the power of awe and transformation. Life is, and time is transformation. We’re always changing. But also if we focus on what we think is beautiful, what is transcendent? And that’s different for everybody. It might be a night sky for somebody. For another person, it might be a religious practice. For another person, it might be meditation, or a trip to the Grand Canyon. It’s different for everybody, but it’s feeling like we’re part of something bigger, like this great flow of humanity, but also the universe. We’re the tiny little specks in the universe. And ironically, really embracing that and feeling that can change our existence.”

On Time and Meaning

“…the sacred gift of time is the greatest upside of aging. A lot of people are deprived of that gift historically, and in our own time. The other way that I think about the upsides is that what I’ve tried to do both in my writing and in my own life is to shift the frame of satisfaction in living from external to internal. We need to really find in ourselves and strive to find meaning in the time we have. And there are several different ways of doing that, but really what we pay attention to is what shapes our existence. And so if we take more control over that and give more thought to how we spend our time we’ll be happier people and often also healthier people.”

On Isolation and Intergenerational Contact

“…we want to get old – but not be old. There’s a lot of ageism in the culture, but also if you think about the norms of aging as we grow older, the choices in terms of where we live and how we live are that we either live isolated, often also lonely, or we live in communities that are segregated by age. And there are losses attached to both. And I think if we have communities like Age-Friendly communities is one example, which is a movement started by the World Health Organization to build communities that are more conducive to good lives for people of all generations and allow for both independent lives and also integration by age, which is something that has fallen away in our American culture. And I think without us even really noticing what a huge loss it is to not have more opportunities for intergenerational contact.”

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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.

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024. Learn more and register here.

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.

Retire Smarter. Don’t miss an episode in this free Retirement School:

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

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Pete, the main character in my book Win The Retirement Game and his wife Melissa, decide to move to the city for their next chapter. If you’re considering that, you’ll want to hear about the research done by ConsumerAffairs.com on the best and worst cities for retirement in 2023. The criteria they use can spark your curiosity about what’s most important to you and highlight some factors you haven’t considered yet. Mark Huffman joins us to discuss their analysis.

Mark joins us from Kentucky.

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Bio

Mark Huffman has written about consumer issues for ConsumerAffairs.com since 2004. Previously, he was a news correspondent for the Associated Press Radio Network, Westwood One Radio Networks and Marketwatch.com. Huffman also produces video segments for ConsumerAffairs.com and, in 2006, produced a 20-minute DVD, “Senior Scam Alert,” a training tool to help seniors avoid scams. He received a B.A. degree from the University of Kentucky. He and his family live in a historic rowhouse in Richmond, VA, and have a weekend home on Chesapeake Bay

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For More on Mark Huffman

Best and worst cities for retirement in 2023

ConsumerAffairs.com

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Podcast Episodes You May Like

Where to Retire – Silvia Ascarelli

The New Age of Aging – Maddy Dychtwald

Where Will You Live Next? – Ryan Frederick

Keep the Memories, Lose the Stuff – Matt Paxton

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Wise Quotes

On College Towns and Retirement

“Well, I think people like to be around people their own age. But also if you have a large population of people over 65, there’s going to be more services for those people. Businesses that cater to that population will be where their customers are. So they will come in and be in those areas. And then finally, it’s a university town. And if you look at the top four on our list, it was Lincoln, St. Louis, Champaign, Illinois, and Des Moines. All four have major universities. And what does a major university provide? Well, there’s cultural activities. If you’re a sports fan, there’s Division I college sports. There’s a lot to like. I think that probably the biggest factor is people want to be close to family. And I think that drives a lot of moves.”

 

On Baby Boomers and Walkability

“I just think our generation is just aging differently than any in the past, and maybe the ones coming behind us will change even more, but we’re sort of breaking the mold. It is. And as well as public transportation, as you age, you may not want to drive as much and being able to get around and want be able to walk to where you want to go. We bought a place in one of Richmond’s oldest neighborhoods, and I’d never lived in a city before. And it was great because you could walk everywhere. You could walk to restaurants, you could walk to the grocery, and I really got a kick out of that. I liked it. We didn’t specifically address that point, but I can tell you just from observation what’s interesting is, as I mentioned, the top cities are in the Midwest.”

 

On Doing Your Homework

“I just think our generation is just aging differently than any in the past, and maybe the ones coming behind us will change even more, but we’re sort of breaking the mold. It is. And as well as public transportation, as you age, you may not want to drive as much and being able to get around and be able to walk to where you want to go. We lived briefly before we moved to Richmond full time. We bought a place in one of Richmond’s oldest neighborhoods, and I’d never lived in a city before. And it was great because you could walk everywhere. You could walk to restaurants, you could walk to the grocery, and I really got a kick out of that. I liked it. We didn’t specifically address that point, but I can tell you just from observation, what’s interesting is, as I mentioned, is that the top cities are in the Midwest.”

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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.

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024. Learn more and register here.

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.

Retire Smarter. Don’t miss an episode in this free Retirement School:

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

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When will you retire? Many people set a specific target date and diligently plan for that. But despite your best efforts to plan, circumstances beyond your control can change. A surprisingly high percentage of people are forced to retire earlier, and often much earlier, than they planned. Jennifer Schoonmaker-Dasch, a Financial Advisor with Edward Jones, suggests an alternative approach. Instead of a specific date, plan instead for a range of dates to retire. This helps you keep your options open and retain some flexibility-  and prepare your Plan B if life throws you curveballs.

Jennifer Schoonmaker-Dasch joins us from North Carolina.

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Bio – Jennifer Schoonmaker-Dasch

Helping clients build and manage their entire financial picture is a true privilege that Jennifer Schoonmaker-Dasch takes very seriously. She listens closely to their stories, learns about their lives and gains an understanding of their definition of financial success. She helps clients make informed, financially sound decisions so they can live their lives with confidence. Together, she can help clients protect their financial future and the futures of those they care for the most. She focuses on supporting clients during life transitions, such as changing jobs, selling a business, entering retirement, receiving an inheritance or losing a spouse/partner.  She can also help clients plan for the unexpected, like the need for long-term care.

Jennifer is registered and licensed in multiple states and serves clients throughout the country.  She joined Edward Jones in 2005 and earned the AAMS™ designation and CFP® certification to better serve her clients. She has been named among the top financial advisors with Forbes Best-in-State Wealth Advisors ranking 2022-2023 and Forbes Top Women Wealth Advisors Best-in-State 2022-2023.

Jennifer graduated from Roanoke College. Outside of the office, she enjoys spending family time with her husband, Keith, and their two children, Caroline and James. They love traveling, board games, Netflix and cuddling on the couch with their four rescue dogs.

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For More on Jennifer Schoonmaker-Dasch

Website and Contacr Details

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Podcast Episodes You May Like

Independence Day – Steve Lopez

The Emotional Side of Retiring – Kate Schroeder

The Vintage Years – Dr. Francine Toder

An Economist’s Take on Retirement Planning – Larry Kotlikoff

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Wise Quotes

On An Alternative to a Retirement Date 

“More and more I’m having a discussion about a range of retirement, so ideally I’d like to retire between 58 and 62 or 60 and 65. And so that range I think becomes important because maybe we get to 60, but we want to keep going. Things look good, let’s go a couple more years. Great. That gives us more options in retirement that makes the dreams and the wishes become bigger. Or I’ll have people where it’s like we’re inch away from going over that finish line because the stress and anxiety of the job is just about all we can bear. And knowing that for each client, that’s really the job of the Financial Advisor. It’s so important to remain flexible in environment. There’s lots of different levers you can pull. When to take Social Security, which account to withdraw from, how much risk we’re willing to take in the investment portfolio, working one more year –  these types of things. But when you’re fully retired, some of those you can’t go back and undo at 70. We can’t save more in our thirties. Right? So it’s got to prepare for those things beforehand.”

On Working Longer

“I think more and more I’d love to see clients – and I’d love to see more Financial Advisors – having the discussion of easing into retirement. So why do we have to wait and take that dream trip when we’re perfectly retired? Why don’t we take a 10-day trip while we’re working so that we’re able to combine those things and enjoy them. It also might make my work more enjoyable longer. You come back from a 10-day trip refreshed and ready to go. It’s not a bad thing. When this works most successfully is when it’s not a have to. When it’s a have to, then it becomes a little bit more stressful. Keep your options open and set your expectations appropriately. I’ve had some clients that have done a fantastic job of retiring from successful executive careers and doing a consulting type thing that has worked fabulously for them. They’re able to work from home or work from Florida or work from wherever they are on a consulting basis, which is fantastic. Not everyone gets that opportunity.”

On Planning

“I think the most important thing is preparation and flexibility. So preparation in terms of reducing and paying down debt and maximizing those savings when working. I know that’s basic, but I don’t think America can hear it enough. I really don’t think we can hear it enough when you don’t have big debt payments, that is going to provide a lot of flexibility on when and how you retire. So I think those two things are incredibly key. I would also say the adaptability, so understanding that what you have planned is not necessarily how it’s fully going to go and being willing to pull those levers, whether it’s changing that trip to Europe, to a domestic trip, whether travel for incredible meals in France is now in Charleston, and so looking at things more frugally, but maybe still having those experiences.”

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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.

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024. Learn more and register here.

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.

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The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the opinions of the host, or of Retirement Wisdom, LLC. The Retirement Wisdom Podcast 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, not advice. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

Health challenges can lead to a negative mindset and pessimistic outlook. In her new book, The Mindful Body: Thinking Our Way to Chronic Health, award-winning social psychologist Ellen J. Langer challenges that mindset and lays out a compelling and practical alternative perspective based on her decades of research. Her theory of mind-body unity and her work on mindfulness, the practice of active noticing in day-to-day life, illuminate how to embrace a different approach that can have a significant impact on well-being.

Ellen Langer joins us from Cambridge, Massachusetts.

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Bio

Ellen J. Langer is the author of eleven books, including the international bestseller Mindfulness, which has been translated into fifteen languages, and more than two hundred research articles. She is the recipient of, among other numerous awards and honors, a Guggenheim Fellowship, the Award for Distinguished Contributions to Psychology in the Public Interest from the American Psychological Association, the Award for Distinguished Contributions of Basic Science to the Application of Psychology from the American Association of Applied and Preventive Psychology, and the Adult Development and Aging Distinguished Research Achievement Award from the American Psychological Association.

Langer’s trailblazing experiments in social psychology have earned her inclusion in The New York Times Magazine’s “Year in Ideas” issue and will soon be the subject of a major motion picture. A member of the psychology department at Harvard University and a painter, she lives in Cambridge, Massachusetts.

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For More on Ellen Langer

Buy: The Mindful Body: Thinking Our Way to Chronic Health

Website

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Mentioned in This Podcast Episode

The Simpsons clip (2:45)

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Podcast Episodes You May Like

Breaking the Age Code – Dr. Becca Levy

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

The Expectation Effect – David Robson

The Second Curve of Life – Arthur C. Brooks

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Wise Quotes

On Taking Up Painting, and Rules & Playfulness

“It’s been great fun for me. I wasn’t limited by rules because I didn’t know what the rules were. I didn’t even know there were rules. I just did it. And so it was a mindful adventure. Anything can be engaged that way. If you’re going to cook and stick religiously to the recipe, it’s not nearly as much fun as, Oh my gosh, I don’t have any sugar. That means I can’t make it. Or what could I substitute it with? I don’t have any cream. Should I use yogurt?  You don’t have to be a genius in the kitchen. And part of it is just to go back to the way you and I claim to be, that you have to be lighthearted. You should take what you do seriously, but not take yourselves too seriously. So if I’m painting, why should I expect it to be a masterpiece? And so if I put aside the mindless evaluation, it’s much easier to do it. And if you’re cooking, if you don’t believe this is the last meal you’re ever going to eat or that everybody is going to evaluate you based on how good the meal is, then it’s easy to play around. I actually believe that we should bring that playfulness to everything that we do.”

On Stress and Mind-Body Unity

“I actually think stress is the major killer over and above genetics, diet – over and above everything. And stress is a psychological concept. Now, way back when, the medical world thought that Psychology was important maybe on how to be happy, who knows? But it had nothing to do with health. People don’t believe that anymore. Now they know that there’s a relationship between stress and health. I don’t think anybody goes quite as far as I do. People talk about the Mind-Body connection. They’re not connected. It’s one thing. And that gives us far more control over our health.”

On Mindful Contagion

“Now there’s a simple understanding of mindful contagion. If I’m mindful, you’re going to be mindful because you’re going to feel that I’m paying attention to you. I’m being nurturing. I’m being nonjudgmental. You then can take what initially might’ve seen as a risk for yourself, and the relationship is better. But it also seems that there’s a way that my mindfulness, your mindfulness, a group’s mindfulness, somehow stays in the air and, in some fashion, affects the mindfulness of other people.”

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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.

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.

________________________________

The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the opinions of the host, or of Retirement Wisdom, LLC. The Retirement Wisdom Podcast 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, not advice. Listeners are advised to consult qualified financial and/or medical professionals on those matters.