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What’s Your Plan B? – Jennifer Schoonmaker-Dasch

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Retirement Wisdom · Oct 8, 2023 ·

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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.

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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. 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.

Retirement Wisdom · Oct 1, 2023 ·

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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.™

Be intentional about your next phase. Design it.

________________________________

About Your Podcast Host

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Retirement Wisdom · Sep 28, 2023 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 23:01 — 21.1MB)

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We’re living in a new era of longevity with the potential of longer lifespans, healthspans and wealthspans. Maddy Dychtwald, co-founder of Age Wave, joins us to discuss their new report The New Age of Aging and the implications for all of us.

Maddy Dychtwald joins us from California.

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Bio

Recognized by Forbes as one of the Top 50 female futurists globally, Maddy Dychtwald has been deeply involved for nearly 40 years in exploring all aspects of the age wave and how it’s transforming the marketplace, the workplace, our world, and our lives. She is an internationally acclaimed author, public speaker, Wall Street Journal blogger, and thought leader on longevity, aging, the new retirement, and the ascent of women.

A successful entrepreneur, in 1986 Maddy co-founded Age Wave, the world’s leading think tank and corporate adviser on the far-reaching and profound impacts of our global aging population. The Age Wave team has worked with more than half of the Fortune 500 in industries ranging from healthcare and medical technology to financial services and consumer products.

With women at the forefront of the longevity revolution, Maddy has deeply explored their specific longevity-related wants, needs, and challenges. She has led numerous acclaimed studies on women and money, including the landmark Women, Money and Power sponsored by Allianz and Women and Financial Wellness: Beyond the Bottom Line for Bank of America Merrill Lynch. Maddy also served as the national co-spokesperson for an in-depth investigation titled The Four Pillars of the New Retirement: What a Difference a Year Makes, sponsored by Edward Jones. In addition, she has been involved in more than 25 thought leadership research studies worldwide on aging, longevity, retirement, health, family, caregiving, housing, and leisure, which have been featured in prominent media outlets, including Bloomberg Businessweek, Forbes, Newsweek, Time, CNBC, and NPR—cumulatively garnering more than 12 billion media impressions.

As a member of The Wall Street Journal’s Expert Panel on Retirement, Maddy’s posts on leadership, wealth management, and financial planning topped the most-read lists for their categories in 2017 and 2018.

She is the author of three books, Cycles: How We Will Live, Work, and Buy (voted Book of the Year by the National Community Colleges Association), Influence: How Women’s Soaring Economic Power Will Transform Our World for the Better, and the children’s/young readers’ book Gideon’s Dream: A Tale of New Beginnings. Currently she is working on a new book, Ageless Aging: Women’s Longevity Bonus and the Art and Science of Living Longer, Better, to be published with Mayo Clinic Press which merges her professional and personal passions.

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For More on Maddy Dychtwald

Age Wave website

The New Age of Aging report

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Podcast Episodes You May Like

Breaking the Age Code – Dr. Becca Levy

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

The Power of Reinvention – Joanne Lipman

Advice for Successful Career Women Transitioning to Retirement – Helen Dennis

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Wise Quotes

On Eradicating Ageism

“This is really timely. [The report] just came out and we’re calling it the New Age of Aging. For that very reason, I’ve been on this beat for more than 37 years. We’ve been studying the issues related to longevity and the maturing of the population for an equal amount of time. So we began to see some real shifts taking place, real paradigm shifts. What we’re beginning to see is that for one thing, the older population is growing by leaps and bounds. In fact, for the first time ever, older adults will soon outnumber those under the age of 18. So today’s older adults, they are seeing the future really differently. They’re eager to pursue new dreams, new adventures, new goals. And what we’re really seeing is this old paradigm of defining old in a particular way. It’s beginning to fall apart, which is good news for all of us because we’re all aging. And we’re beginning to see older women and men beginning to believe that the cultural beliefs and the ageism that’s so prevalent and so embedded in our society needs to go away.”

On Purpose

“Purpose is a big one. In one of our studies, not this most recent one, but one that we did about six or eight months ago, we tried to delve into this whole concept of purpose. And what we discovered is that most people, both retirees and pre-retirees, believe that purpose is a key to success in retirement. So it used to be that we’re seeking youth. But what we discovered is that most people really believe that being useful is far more important than being youthful. And just to add to that, which is really kind of interesting, is that those people who say that they feel useful, they also seem to feel more youthful. So they go hand in hand, but the leader is purpose, and purpose is a key. By the way. It doesn’t have to be something big. For some people it will be coming up with a new career or volunteering in a way that they never expected to, but for other people it may be just taking care of their grandkids or walking the dog. So there’s all different kinds of purpose and there’s no one answer to the word purpose except that you need to have it in your life.”

On Legacy

“Legacy is a big word. We did a study that was exclusively on legacy a long time ago, about five or six years ago. And we did include questions on legacy in this particular study. And what we learned is that 65% of people agree that leaving a legacy is important and that it’s about values and life lessons. Let me repeat that. Values and life lessons are far more important to pass on than financial assets or real estate. Now, let me just say, we know that financial assets and real estate are important to pass on. Everybody agrees on that. But this idea of passing on what really matters in life and what you stand for and having your family understand that is huge. I think Erik Erikson said it really well. He said, I am what survives me. And frankly, I think we agree that what we stand for in life, our values, our morals, our ethics, these matter more than just our money.”

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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

Retirement Wisdom · Sep 24, 2023 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 20:27 — 18.7MB)

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

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Self-care pays off. The right habits on diet and exercise are essential. But what are you doing to bolster your mental health? Gregory Scott Brown, M.D., author of The Self-Healing Mind, finds there’s a lot we can do. He’s identified five pillars of self-care, practices that are powerful, evidence-based medicine for the mind.

Gregory Scott Brown, M.D. joins us from Houston, Texas.

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Bio

Gregory Scott Brown, M.D., is a psychiatrist, a mental health writer, and the author of The Self-Healing Mind: An Essential Five-Step Practice for Overcoming Anxiety and Depression, and Revitalizing Your Life. A regular contributor for Men’s Health and The Washington Post, Dr. Brown also co-hosts Friday Sessions, a popular Instagram Live series about mental health.

Dr. Brown is a diplomate of the American Board of Psychiatry and Neurology. He completed a fellowship in integrative medicine at the Academy of Integrative Health and Medicine, specialty training in general psychiatry at the University of Texas Dell Medical School, and he received an M.D. from the McGovern Medical School in Houston. Dr. Brown is an alumnus of Rice University, where he earned a bachelor’s degree in anthropology and Johns Hopkins University, where he completed a post-baccalaureate premedical program. Prior to his transition to medicine, Dr. Brown studied music at The Juilliard School in New York.

Dr. Brown is a member of the American Psychiatric Association where he serves on the Council on Communications. His commentary has been featured in The New York Times, Men’s Health, and The Washington Post, as well as on The Today Show, Live with Kelly and Mark, and the PBS News Hour.

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For More on Gregory Scott Brown, MD

The Self-Healing Mind: An Essential Five-Step Practice for Overcoming Anxiety and Depression, and Revitalizing Your Life

Website – gregoryscottbrown.com

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Mentioned in This Podcast Episode

The Washington Post: 4 ways to find and build meaningful connections for mental health

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Wise Quotes

On Mental Health

“…Mental health on the other hand, is the driving force that really dictates how we live our lives. It’s how we interact with each other, how we love the quality of our relationships. It relates to our emotional intelligence. And so I think it’s important that as people think about how they can stay mentally healthy, that they’re also thinking about these other factors that play such a very important role in how we live and act.”

On Movement

“As a psychiatrist, I prescribe psychiatric medications in my practice every single week, but we can’t ignore the power of self-care. And what I mean by that is, as I outline in the book, things like Sleep, Spirituality, Nutrition, Breath Work, and Moving Our Body, Joe. These are things that all of us have access to. We all breathe 20 to 30,000 breaths every single day on average. We all move our bodies. We can all learn how to tap into the power of meditation, focusing on nutrient dense foods. And so if we’re learning how to live our life in a way that supports not only our physical health but our mental health as well, then I believe we’ll all be a little bit better off. A lot of people are intimidated by this idea of exercise. So Dr. Brown is telling me, I need to get a gym membership, or I need to sign up to run a marathon? That’s great, but that’s not what I’m advocating here when it comes specifically to what we can do to improve mental health. Several years ago, there was a huge study, a meta-analysis in the American Journal of Psychiatry, that actually found that people who move their bodies more had a lower risk for developing depression regardless of geographic region, regardless of age. And so, by movement, I mean even if it’s just walking to the mailbox every day, dancing with your partner in your house, doing some simple stretches in your chair. The more that we move our body, it’s enhancing a protein in the brain called B D N F – brain derived neurotropic factor – which kind of acts, Joe, like fertilizer in the brain and allows our neurotransmitters, those chemicals in our brain that are so important for mental health, to be released and to communicate with each other more efficiently.”

On Spirituality

“This is one of the most profound conversations that I have every week with my patients. And I’ll tell you, I love having this conversation because usually when I ask a patient, what do you think about spirituality? The very first thing that naturally comes to mind is religion, right? Some people are religious, some people aren’t religious. But the thing about spirituality as I write in one of the Washington Post articles is that spirituality is all about connection. And for some that might mean connecting with a higher power through prayer, connecting with God. For others, it may be connecting with the people around them, altruism, selfless service, volunteering your time. I think of my grandmother when I was a kid. Every Monday, I would go with her to the soup kitchen and we would serve soup to the homeless community. That can be a form of connection. And even something like meditation, connecting with your inner self. So many people are struggling with this idea of feeling disconnected, that finding connection through spirituality can also be beneficial for mental health as well. I think one of the ways that we can do it is through meditation. And again, Joe, it is one of those things that a lot of people, if they’ve never tried it, are intimidated by it. It’s like, I made it this far. I’ve never meditated. Why should I start now? And I’ll tell you, the first time I tried it, it was a daunting task for me as well. Sitting alone with your thoughts, sometimes that allows you to hear what’s going on in your head even louder, but in time it gets easier. And I would say if you’re just starting off with a meditation practice, start off with 10 minutes. Set a timer on your phone, close the door to pick a room in your house or your apartment, close the door, and just find that space where you’re focusing on your breath, allowing your thoughts to go where they may, and you may find this sense of peace and tranquility that you wouldn’t have found otherwise. So I think that’s a good place to start.”

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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

Retirement Wisdom · Sep 21, 2023 ·

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Becoming a family caregiver is an enormous responsibility. Caregiving can take its toll and self-care can be neglected. Danielle Miura, CFP shares her experience and insights on what you should be prepared for and planning for.

Danielle Miura joins us from California.

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Bio

Danielle is a Certified Financial Planner (CFP®), a financial educator, and a true fiduciary advisor. She is frequently featured in the press and interviews. Spark Financials is a registered fee-only RIA firm headquartered in Ripon, CA. Danielle Miura founded Spark Financials to help family caregivers organize, simplify, and empower them through every life turn.

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For More on Danielle Miura, CFP

Website

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Mentioned in This Podcast Episode

Alzheimer’s Association 24 Hour Helpline

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Podcast Episodes You May Like

Ride or Die – Jarie Bolander

Self-Compassion – Dr. Kristin Neff

The Best Day of My Life So Far – Benita Cooper

Well-Being & Longevity – Dr. Jennifer Boylan

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Wise Quotes

On Planning for Caregiving

“First we have to lay the foundation for ourselves in our own financial situation. So about 65% of family caregivers have some type of health decline during their caregiving period. And so it’s ensuring that you have a long-term care plan in place, because as much as we would want to admit it, we have to take care of ourselves too. And it may happen that not only you’re taking care of a loved one, but you’re also needing your own long-term care. So having that plan in place for yourself, having your finances in order so you understand what those financial boundaries look like. So exactly when you need to pull from savings, how much can you pull from savings? That may be the decision of whether do I pull money from my 401(k )or do I pull it from a taxable brokerage account, because those can be two different tax implications. And then it’s looking at your loved one’s financial situation. If you’re going to be their power of attorney, you’re going to have to understand what that role looks like, and you probably should know where their accounts are, how much money they have so they can afford long-term care themselves. Do they have enough money to either pay for a care worker or pay for you to take care of them? So those are the questions that I start, I’m kind of like the devil’s advocate where I am [asking ] if this scenario happens, are you prepared for this situation? Because it may happen to you if just like me, I needed to take care of myself and I needed a couple weeks to do that and to get myself recuperated

On Boundaries

“Take care of yourself and know those boundaries. It’s okay to have boundaries. It’s okay to have limits. Maybe you have a relationship with your loved one that’s not a healthy relationship. It’s okay to ask for help and find other ways so that you are not paying, you’re not doing the primary role of family caregiving. It’s okay to set up a support system where you’re not doing all the activities when it comes to caregiving. So for example, for my loved one, we have a neighbor that comes over and walks the dog. We have another neighbor that comes over and sees my grandmother an hour a day and they chitchat. So trying to spread out the wealth of caregiving is what’s going to help you in the long run. That could be an hour that you can go on a walk or an hour that you can relax. Sometimes you have to get a little bit creative. As I talked about previously. A lot of people don’t know they’re actually family caregivers. And the trouble with that is that there are so many great resources, but if you don’t feel like that’s part of your identity or that’s something you need help with because you’re not fitting into that role, you may not be a person that actually gets help. And there’s caregiver support groups.”

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About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next. Build your custom version of The Multipurpose Retirement.™

Be intentional about your next phase. Design it.

__________________________________

About Your Podcast Host

What’s Your Plan B? – Jennifer Schoonmaker-Dasch

Bio – Jennifer Schoonmaker-Dasch

Bio

Bio

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