Podcasts Archive - Page 40 of 71 - Retirement Wisdom

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This podcast focuses on the non-financial side of retirement planning. But make no mistake, building a solid financial foundation for retirement is critical. That’s why I interview guests on the financial side periodically, including Wade Pfau, Larry Kotlifoff, Bobbi Rebell, Russ Thornton, Harriett Edleson, and Casey Weade. Here are snippets of some of the best conversations so far on different dimensions of the financial side of the equation.

Links to the the full episodes are below:

Wade Pfau

Larry Kotlikoff

Hariett Edleson

Bobbi Rebell

Russ Thornton

Casey Weade

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About Retirement Wisdom

Take charge of your future.

Take the first step toward your new life today.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.  Learn more about our One – on – One coaching and small group programs.

How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

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About Your Host 
Joe Casey is an executive coach who also helps people design their next life after their primary career. 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.
If you’re thinking about retirement, you’ll also need to be planning for longevity That’s why Joe returned to school, earning a Masters in Gerontology from the University of Southern California (at age 60).
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 1.5 % 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 coming this summer.

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Intro and Outro voiceovers by Ross Huguet.

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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 policy or position of the host or 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. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

 

 

Many people are more multi-dimensional that you may expect. It’s interesting to talk with people who had a successful career in one arena and then pivoted to do something different. We’ve spoken with an NBA referee, an astronaut, a retired distinguished professor, executives in healthcare and finance, a lawyer, and a police chief. Their stories may inspire you to consider your own second act – perhaps full-time or part-time, but on your own terms. Our guest today had a highly successful 2o-year run at a dream job – lead singer in a rock band. And she’s now in the midst of turning to her next chapter – a career on the field of Gerontology. She’s built a strong foundation, having returned to school, graduating with not one, but two Masters degrees this year, including one from USC in Gerontology in May.

Brett Anderson joins us from California.

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Bio

For 20 years, Brett Anderson was the lead singer of the female rock group The Donnas, and performed on Saturday Night Live, David Letterman and Late Night with Conan O’Brien. And then she made a pivot which began with going back to school, first at LA City College where she was valedictorian, and transferred to Stanford University where in 2019, she received a degree in psychology. This year she earned a Master of Science in Gerontology at the University of Southern California and a Master of Social Work at UCLA .

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Podcast Episodes You May Like

Breaking the Age Code – Dr. Becca Levy

Ageism Unmasked – Dr. Tracey Gendron

Career Change with Purpose Top of Mind – Chris Farrell

Think Big – Dr. Grace Lordan

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For More on Brett Anderson

The Former Lead Singer of The Donnas Has a New Beat: Gerontology

Late Night with Conan O’Brien

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Wise Quotes

On Her Interest in Gerontology

“I started to notice older people when I was out in public and just noticed people talking over them or looking through them and imagining how that would feel. And as a woman I do get some of that myself when I’m in a room of men. I get talked over and looked through, but I think it’s amplified when you’re older, especially if you have any kind of physical disability, if you’re in a wheelchair and you’re physically at a lower level than other people. I think it’s really easy to be just, well, a good word for it is overruled. Basically I just was able to put myself in that position and imagine how terrible that would feel and it made me want to change our environment, change our policies, change our society, and change everything about the way that we treat older people in our society.”

On Humility

“For the first four years of school, it was just all about humility. I think you know when you have a literal spotlight on you, it inflates your ego. But I think the thing that people don’t realize is there’s sort of like the equal and opposite extreme. So whenever your ego is inflated, you also sort of have this growing, compensating insecurity. And I don’t know if it’s like that for everyone, but it was definitely like that for me. So it was really just a process of getting rightsized, of being confident about the things that I had the right to be confident about, and then sitting down and shutting up about the things that maybe I didn’t know what I was talking about. And it was really hard to tell the difference between those things in the beginning. And slowly, and with many mistakes, and public mistakes, I learned the difference between the things that I can take credit for and the things that I really shouldn’t take credit for.”

On True Success

“I always bring a different perspective and a lot of people don’t get that perspective in their daily life. So I think that’s a benefit that I bring to the table. I also think having been successful at a young age and knowing that that isn’t the answer to my problem of what am I doing with my life and where do I find my self-worth. I know that success is external, and I learned that at a young age. I learned that the VIP Room is often a broom closet.  You’re fighting and fighting and fighting to get deeper and deeper into the club and it’s really not that cool. So I feel like I’ve unveiled the the illusion a little bit and that helps me be happy in my daily life with what I have.”

_________________________

About Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.  Learn more about our One – on – One coaching and small group programs. Take the first step toward your new life today.

How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host 
Joe Casey is an executive coach who also helps people design their next life after their primary career. 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.
If you’re thinking about retirement, you’ll also need to be planning for longevity That’s why Joe returned to school, earning a Masters in Gerontology from the University of Southern California (at age 60).
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 1.5 % 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 coming this summer.

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Intro and Outro voiceovers by Ross Huguet.

 

Many things are not as easy as they look. There’s no such thing as Grandparent School. But our guest today shares her wisdom on grandparenting to help rookie grandparents (like me) learn the ropes and help experienced ones bring more mindfulness to their grandparenting. Shirley Showalter is the co-author of The Mindful Grandparent: The Art of Loving Our Children’s Children. 

Shirley Showalter joins us from Pennsylvania.

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Bio

Shirley Showalter is an award-winning educator, author, speaker, and grandmother. With a PhD from the University of Texas at Austin, Showalter served as a professor and then president of Goshen College in Indiana and as a foundation executive at the Fetzer Institute in Michigan. She and her husband live in Lititz, Pennsylvania.

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For More on Shirley Showalter

The Mindful Grandparent: The Art of Loving Our Children’s Children

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Podcast Episodes You May Like

The Power of Fun – Catherine Price

Breaking the Age Code – Dr. Becca Levy

Retire Happy – Dr. Catherine Sanderson

Learning is a Lifetime Sport – Tom Vanderbilt

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Mentioned in this episode:

GRAND Magazine

The Eyres.com

Donna Davis Gaga Sisterhood

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Wise Quotes

On Learning with Grandchildren

“We want there to be energy and joy. And there certainly is, but it should be a gentle form, so that it’s not overpowering to the child. We can come across as too intrusive in their lives. Our questions can make them wary. They won’t even be able to understand why they aren’t sure, but it they might clam up instead of open up, if we don’t come into it sometimes from the side, or make our conversation starters in the form of questions. [My co-author] Marilyn has a real knack for that and she helps her grandchildren develop their own ability to ask questions, partly because she’s such a great asker of questions herself. And instead of telling you what’s new, she can say, Have you noticed that the blooming tree outside has been shedding its flowers this morning? And then they’ll go into a whole conversation about what kind of tree it is and why flowers are falling down now, but they were budding two weeks ago. You can get into it in great detail, but you have to come at it gently – and with no sense of overpowering a child’s own imagination.”

On Teamwork in Grandparenting

“You want to give yourself as much opportunity just to be present and to talk with the [adult] children and the in-laws. It’s actually good to have a conversation about what you expect of each other, what you hope for each other, what you dream for each other in the same way that you might write the letter to your grandchild. I think it is important to try to get to the same place of what we expect from each other and how can we help each other. This is not only a wonderful opportunity. This is a great responsibility. There’s never too much love in any child’s life and there’s never too much help –  [unless] you offer the wrong help at the wrong time.That can be a problem. But most parents are so grateful for the little relief that they can get here and there. So having a conversation with the parents about roles and about hopes and dreams, I think is important early on. And expect that things will change and then keep learning and growing.”

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About Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.  Learn more about our One and One coaching and small group programs. Take the first step toward your new life today.

Are you prepared for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host 
Joe Casey is an executive coach who also helps people design their next life after their primary career. 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 1.5 % 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 coming this summer.

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Intro and Outro voiceovers by Ross Huguet.

What’s cluttering your life? If you’re thinking about moving, downsizing, aging in place, or simply better organizing your life, decluttering can seem like an overwhelming task. Matt Paxton has developed a step-by-step process to get it done – and deal with the emotional aspects that may be holding you back.

Matt Paxton joins us from Atlanta.

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Bio

Matt Paxton, host of the Emmy-nominated series Legacy List with Matt Paxton (3 seasons on PBS stations nationwide), is a leading downsizing and decluttering expert. He started cleaning houses after his father, stepfather, and both grandfathers died in the same year, leaving him with several estates to settle at once.

Ever since, Matt and his network of experts have been working with families struggling with settling estates and cleanouts for almost twenty years. He has been an extreme cleaning expert featured on 13 seasons of the hit A&E TV show Hoarders.

Matt is the author of Keep the Memories, Lose the Stuff, created in collaboration with AARP and featuring his signature steps to downsizing and decluttering your home. He appears regularly as a public speaker, television guest on shows and radio personality helping families find the upside of downsizing. Matt is the national decluttering and downsizing expert for AARP and Goodwill Industries International. He lives in Atlanta, GA with his wife and seven kids (yes, seven kids, that is not a typo).

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For More on Matt Paxton

Keep the Memories, Lose the Stuff: Declutter, Downsize, and Move Forward with Your Life

Legacy List with Matt Paxton

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Podcast Episodes You May Like

Where Will You Live Next? – Ryan Frederick

Your Family History & Legacy – Laurie Hermance-Moore

Stupid Things I’ll Never Do When I Get Old – Steven Petrow

Are You in the Driver’s Seat? – Cindy Cox-Roman

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Wise Quotes

On Why Decluttering Can Be Difficult

“There’s a lot of reasons that we struggle with letting go of the stuff, but I’ve found out that we really attach to the people behind the stuff, not the actual stuff. It’s the memories. It’s the people. It’s the stories. It’s the way those people made us feel. All of that’s wrapped up in the stuff and so when we let go of stuff we’re letting go of those people that we love so much. So it’s hard.”

On Why Less is More 

“When it’s your stuff, that’s when the emotions kick in. I got about halfway through the process and I had to go through my entire house in the middle of the pandemic. I had a month to pack up my entire, at that point, 46-year life. And at the end of the day I fell in love. That’s why I was moving. I was moving to be with my now fiancee and her kids. So we have 7 kids between us and my wife is a minimalist, which means we don’t have a whole lot of stuff. So I had to get rid of 75% of my stuff to fit. My finish line was I wanted a happy family. It was the reason I had to rewrite the book because I got down to the last week and I was like I don’t think I can do this. It was the first time I’d experienced my clients fear and I was like: Oh, this is what they go through. Okay, I get it now. This is why I’m doing this, so it’s a very personal book. I put a lot of personal stories into it. But I’ll tell you the core of minimalism is that you’ll have more joy more happiness with less stuff.”

On How to Start

“It really is the the 10 minute sweep, I promise you. Pick a one foot by one foot area –  that’s it. If you start small, you’ll be able to keep going, but too many people think: Okay, we did 10 minutes. Great! Tomorrow we’re going to do 9 hours! That’s where you’re going to burn people out. Just take it slow. Bite off ten 10- minute sweeps for the first week. Don’t wait until life makes you make this move. Something in life will make this decision for you, so start earlier and do it a little bit every couple of nights. Do it often and early so that you have complete control over where you go.”

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About Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.  Learn more about our One and One coaching and small group programs. Take the first step toward your new life today.

Are you prepared for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host 
Joe Casey is an executive coach who also helps people design their next life after their primary career. 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 1.5 % 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 coming this summer.

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Intro and Outro voiceovers by Ross Huguet.

 

Walking is one of the most effective forms of exercise – and it offers many other benefits beyond physical fitness. But how do you develop a regular habit of walking that works for you and keeps it interesting? Our guest knows how. He’s found ways to keep walking consistently and he shares his advice on the best ways to start – and how to keep it going.

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Bio

Dave Paul has spent his life working in radio, mostly on-air. Most recently, Dave was part of a morning program getting up at 3:30 AM. Even though Dave and his wife Ava recently moved from Maryland to Myrtle Beach, South Carolina, he continues to work for the station in a different capacity from home.

Dave has been walking for fitness since 2013, averaging just under 21,000 steps a day. Dave hosts the daily podcast, Walking is Fitness…a podcast he records while walking. Dave is also passionate about helping others turn their walking from merely functional to a fitness activity which is why he started the podcast last year. At the same time, Dave is using his daily walks to help him prepare for his own upcoming retirement.

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For More on Dave Paul

Walking is Fitness

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Podcast Episodes You May Like

Move: The New Science of Body Over Mind – Caroline Williams

Tiny Habits Can Lead to Big Changes – BJ Fogg

The Joy Choice – Dr. Michelle Segar

The Joy of Movement – Kelly McGonigal

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Wise Quotes

On Walking and Fitness

“There are four things that make walking a great fitness solution. One is it’s effective as exercise. The CDC recommends that we get between 150 and 300 minutes of moderate level physical activity every week. Walking fits that bill. If you’re going three to four miles an hour you’re in that moderate zone. Three to four miles an hour is not super fast, but it’s not what I call grocery store pace. Walking is also flexible. You don’t need a gym. All you need is a front door that opens and you can walk at any time of day, in any kind of weather. Not all weather is is equally comfortable, but if you got the right gear, you can head out and and walk. Walking is sustainable. I’m probably 3 years from retirement now… and I want a physical activity exercise that I can keep doing as I age. And for me the best part of walking that makes it a great fitness solution: It’s fun! It’s just a lot of fun. You can change it up. You can walk in cities. You can go walk in the woods. You can walk in the neighborhood. You can walk with people. You can walk without people and listen to podcasts. It’s just a ton of fun.”

On Getting Started & Keeping It Going

“There’s been research that indicates 92% of all goals are not accomplished and I would imagine that the bulk of those unreached goals happened around first weeks of January. Often there’s something about our lives that we don’t like and we want to change – and the goal represents transformation. So we’ll get real specific here about fitness and even walking. It represents a transformation that we want to accomplish and those goals almost always start with a tank filled with emotion. There is so much emotion and emotional motivation. You could go out and you can just go from 3,500 steps a day to 10,000 steps a day and probably not even bat an eyelash in the first two or three days of setting a goal because it just feels so great. But the problem is that any time that you’re dealing with health and fitness, the results that you ultimately want to see take a lot longer than the emotional motivation lasts. So after a week or so, you’re not seeing the results that you wanted to. In fact, at this point, you’re probably feeling worse because you jumped into the deep end of the pool. And after another week of grinding it out, you start just looking for excuses to to not do it anymore. So the challenge is how do you sustain a fitness goal beyond when those emotions have have died out? And my counsel, the blog and the podcast, are all built on this foundation of start small and think long.

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About Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.  Learn more about our One and One coaching and small group programs. Take the first step toward your new life today.

Are you prepared for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host 
Joe Casey is an executive coach who also helps people design their next life after their primary career. 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 1.5 % 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 coming this summer.

________________________

Intro and Outro voiceovers by Ross Huguet.