Podcasts Archive - Page 41 of 70 - Retirement Wisdom

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Have you ever thought about retiring and writing a book? Bill Thompson did just that as a second act career and he’s written 22 novels over 11 years and has won numerous awards. But caregiving taught him was was most important in life.

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Bio

Bill Thompson became a corporate entrepreneur early.  At age 12 he started a company to buy and sell coins.  By age 25 he had started an insurance agency that ultimately became one of the largest in Oklahoma.  Expanding that firm and adding more, Bill created a financial services holding company that operated in several states plus Bermuda, the Cayman Islands and England.

If variety is the spice of life, author Bill Thompson’s life so far has been spicy for sure! Over the years, and in no particular order, he’s been an international insurance broker, a mayor, a head of a state prison board, a stockbroker, a newspaper reporter, a Bourbon Street piano player, a corporate entrepreneur, an award-winning novelist, and many more…

Bill has always had a burning interest in archaeological finds, mysteries of the past, unexplained things in the jungle and stories of adventure in remote places.  Over the years he traveled extensively around the world and visited sites such as Machu Picchu, Stonehenge, Avebury, Egypt, Petra and many ancient Olmec, Aztec and Maya cities in Mexico, Belize and Guatemala.

Bill and his wife live in Dallas, Texas with three dogs, travel a lot, eat and drink well and have fun living life.

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For More on Bill Thompson

Website

New Book: Serpent (Mysterious America Book 1) 

My Second Act: Bestselling Novelist (Next Avenue)

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Podcast Episodes You May Be Interested In

Think Big – Dr. Grace Lordan

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

From Role to Soul – Connie Zweig

Retirement Stepping Stones – Tony Hixon

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Wise Quotes

On the Rewards of Writing

“Well, the one thing I realized right off the bat was I liked not working more than I liked working. So we sold the company and I started to write full time. And now 11 years later are about 22 books and two dozen national awards. So it’s gratifying day to day at 75. I’m really glad my life’s not what it used to be because I don’t think I could keep up with the pace that I did before. I was a Type A, driven entrepreneur. I swore I would never stop working.  That last year with my wife showed me that life really is fragile and you really have to embrace the things that are important. I still work. And now I write and I write because I love it and it keeps my mind active. And the great side effect is that I also have readers who enjoy what I do and that’s the most gratifying thing of all.”

On Caregiving

“The most challenging thing…is the abrupt transition from being on top of the world to being a caregiver and feeling really helpless. A lot of the time that I couldn’t change things, that things were going to happen the way they were. I was going to be an observer and a participant in a way, but I couldn’t give orders anymore. That would change things. So at first I resented that and then I began to realize that it wasn’t her or the disease that I was resenting. It was me. I couldn’t do what I thought I should do. But once I realized that an unexpected change was going to change everything for me, I accepted it. And I learned that tragedy can teach important lessons. When thing it taught me is what’s most important in life. And it certainly is not being a workaholic.”

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About Retirement Wisdom

Are you ready to do what it takes to create a great retirement?
I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely.

Schedule a call to see if a 1-on-1 program or a small group Designing Your New Life program can give you an edge in your next chapter.

Visit retirementwisdom.com for tools and resources to help you retire smarter.

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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.

Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and 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.

 

We’re quick to notice ageism. But sometimes we harbor ageist assumptions about growing older that we may not be fully aware of. Dr. Tracey Gendron, author of Ageism Unmasked: Exploring Age Bias and How to End It, argues that there’s a healthier perspective on aging as a new developmental stage of life.

We discuss:

  • Why she thinks everything you know about aging is wrong
  • The driving forces behind ageism
  • The consequences of ageism – for individuals, businesses, and societies
  • Myths about older workers that need to be busted
  • The downsides of traditional retirement and age-segregated communities
  • How retirement can be a new developmental stage of life
  • How can people ask themselves more strength-based and growth-centered questions on aging
  • Ableism and how elderhood offers a new vision of later life
  • How she defines aging

Dr. Gendron joins us from Virginia.

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Bio

Dr. Tracey Gendron serves as Chair for the Virginia Commonwealth University Department of Gerontology. Tracey has a Master’s degree in Gerontology, a Master’s degree in Psychology, and a Ph.D. in Developmental Psychology. With over 25 years of experience as a gerontologist, Dr. Gendron has authored and co-authored over 30 manuscripts and seven book chapters on ageism and aging-related topics. She is frequently quoted in popular media outlets, including the New York Times, the Huffington Post, and U.S. News and World Report. Dr. Gendron has spoken about ageism in forums across America.

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For More on Dr. Tracey Gendron

Ageism Unmasked: Exploring Age Bias and How to End It

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Podcast Episodes You May Like

From Role to Soul – Connie Zweig

The Age Tech Revolution – Keren Etkin

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

Retirement Planning Includes Getting Good at Getting Older – Rabbi Laura Geller

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Wise Quotes

On Why Everything You Know About Aging is Wrong

“…the way that we talk about aging is usually all about how our bodies age and decline. So we’re all familiar with the aches and the pains and the different injuries that we may have or disability or illnesses. And that’s most of what we associate with aging. And yes, that is part of aging. But when I say everything else you know about aging is wrong, it is because we don’t talk about aging in terms of growth in terms of opportunity and in terms of development. What do you like better about yourself now than you did last year, or the year before, or five years ago? Aging is really change and not negative change. It’s positive change as well. So, that’s what I’m getting at with everything you think you know about aging is wrong – because you really just hear about a single story of aging, which is the story of decline. Then when you look at the messages that are given about aging from the larger culture, it also feeds that narrative and really brings us a sense of shame about getting older. Instead of growing older, [it’s] how we have to fight aging and how we should hide the visible signs of aging. All of that really comes together to shape what you think you know about aging. And the book is saying let’s look at this a little more critically and then let’s see if you can make a decision for yourself about how you want to see aging.”

On The Consequences of Ageism

“Decades of knowledge and research shows that how we feel about our own aging – if we have negative attitudes – is bad for our health. But it’s not something that we really talk about and not something that most people know, so there’s some pretty serious consequences of negative attitudes towards aging or what I would call internalized ageism. There are many forms of ageism and internalized ageism is the one that focuses how we feel about ourselves as an aging person and our own aging process. And there’s research that shows that when we have negative attitudes about aging, it increases our risk of biomarkers for dementia disorders. It creates a sense of dependency. It even takes seven and a half years of your life. So there’s a longitudinal study that followed people over decades and found that people with positive views of their own aging live seven and a half years longer. So it’s not a small contribution. It’s actually quite a large contribution for each person. It robs us of happiness and it robs us of longevity. It’s also something that we’re just beginning to talk about. We should include Diversity, Equity & Inclusion work on ageism and ableism as it relates to the workplace.”

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About Retirement Wisdom

Are you ready to do the work it takes to create a great retirement? Beware of quick fix approaches.

I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely.

Schedule a call to see if a 1-on-1 program or a small group Designing Your New Life program can give you an edge in your next chapter.

Visit retirementwisdom.com for tools and resources to help you retire smarter.

________________________

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 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

If you have children and/or grandchildren, how can you help them be smart about financial decisions? And if you’re helping them financially, how do you stay on track with your own financial planning for retirement? Our guest today is Bobbi Rebell, CFP, author of the new book Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. 

We discuss:

  • What gets in the way of young adults achieving financial independence.
  •  How to evolve the relationship with their children as they’re becoming adults
  • The Bank of Mom and Dad – and how long it should be open
  • The best times to engage with young adults on this topic
  • How schools can improve education on practical financial literacy
  • What parents and grandparents can learn from 20-somethings and teenagers
  • The key things parents and grandparents can do to help young adults achieve financial independence

Bobbi Rebell, CFP joins us from New York.

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Bio

Bobbi Rebell is a CERTIFIED FINANCIAL PLANNER™ professional, and host of the critically acclaimed Money Tips for Financial Grownups podcast.

She is the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. The book is a call to action for parents of teenagers and young adults who want the best for their kids, but are beginning to realize their OWN financial independence, and financial separation from their children, has to become a priority as well.

Her first book “How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom” was released in 2016. In 2017, she left her job as a global business news television anchor and personal finance columnist at Thomson Reuters to expand the Financial Grownup brand into other channels of financial education content. Later that year she obtained her CFP® certification. Previously Bobbi had worked at CNBC, CNN and PBS’ Nightly Business report.

Bobbi is now a frequent keynote speaker, emcee, conference host/moderator, and continues to anchor local news reports on a freelance basis. She is a graduate of the University of Pennsylvania, and received her Certificate in Financial Planning from New York University. Bobbi lives in NYC with her husband, 3 kids and her morkie Waffles.

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For More on Bobbi Rebell, CFP

Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart

Website

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Podcast Episodes You May Like

An Economist’s Take on Retirement Planning – Larry Kotlikoff

The Power of Fun – Catherine Price

The Key Decisions for Retirement Success – Wade Pfau

Are You Living Gratefully? – Kristi Nelson

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Wise Quotes
On The Bank of Mom & Dad
“…the services in The Bank of Mom and Dad are offering should adjust to the different appropriate life stages. So for example, maybe when they’re out of college, you can say: Well, you can live at home for free and we’re not gonna charge you for groceries, but we expect you to have an exit strategy and share it with us. And as long as we are effectively paying your rent and all of your food and all of that, we get to see your finances, right? Just like a bank would say: Well, if we’re going to lend you money or provide financing, we are entitled to see these things. So no money, unless there’s transparency. Rule number one and number two: do things that make sense.”
On When to Engage on This Topic
“The moment it matters to them. That’s the key thing. Something might matter to you, but if they’re not ready, they’re not going to hear you. A lot of parents want to help and they’ll say: You’re graduating. I’m gonna introduce you to this person and this person. And they send these emails and then the kid doesn’t follow up. Well, it doesn’t matter enough to them yet. So you need to give them the space to get to the point where they’re going to actually benefit from your advice. You have to wait to be asked. And that’s a really hard thing to do because we think we know better. We often do know better, but if they’re not ready for the message, they won’t actually hear us and they won’t act on it. So you have to give them a little space. And unfortunately the way society is right now, they probably need more space than we did.”
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About Retirement Wisdom
Beware of quick fix approaches. Are you ready to do the work to create a great retirement?

I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely.

Schedule a call to see if a 1-on-1 program or a small group Designing Your New Life program can give you an edge in your next chapter.

Visit retirementwisdom.com for tools and resources to help you retire smarter.

________________________________

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 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.

It’s time to move! Spring is here and its a great time to get more movement in your day-to-day life. Science journalist Caroline Williams shares insights from research on movement and the mind-body connection; why exercise is good, but not enough; and practical tips on ways to move more.

We discuss:

  •  How “long, ponderous dog walks”  led to this book
  • The compelling stats on how inactive people have become – and what’s behind those trends
  • The consequences of a more sedentary lifestyle
  • Why there’s much more to learn about walking than you may think
  • Is it the mind-body connection or the body-mind connection? Who’s driving the bus?
  • What she’s personally doing differently now because of what she learned in writing the book
  • The many ways that dancing for fun can help you
  • Some surprising benefits of stretching and yoga
  • Why focusing on the fundamentals like posture and smiling can make a big difference
  • Why going to the gym is good – but not enough.
  • Caroline’s advice on how to build more movement into your everyday life

Caroline Williams joins us from Surrey in the UK.

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Bio

Caroline Williams is a science journalist and editor. A consultant for and regular contributor to New Scientist, her written work has also appeared in The Guardian, The Boston Globe, BBC Future, and BBC Earth, among others. She has worked as a radio producer and reporter for BBC Radio, and was the regular co-host of the New Scientist podcast from 2006 to 2010. She is the author of two books: Override: My quest to go beyond brain training and take control of my mind (published as My Plastic Brain in the USA), and Move: How the New Science of Body Movement Can Set Your Mind Free. She was also editor of the New Scientist Instant Expert Guide to the Brain. She holds a BSc in biological sciences from Exeter University and an MSc (Distinction) in Science Communication from Imperial College London. She lives in Surrey, UK.

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For More on Caroline Williams
Move: How the New Science of Body Movement Can Set Your Mind Free
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Podcast Episodes You May Like
The Joy of Movement – Kelly McGonigal
The Mind-Body Connection and The Rabbit Effect – Kelli Harding
How to Get Stronger After 50 – Dave Durell
Tiny Habits Can Lead to Big Changes – BJ Fogg
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Wise Quotes
On Rest and Balance
“The interesting thing that I found about rest was that there’s all these studies and statistics about how little we’re moving and that we’re spending all this time being sedentary. But there’s a parallel body of work on rest. And something like 60% of people that were surveyed came back and said they didn’t feel that they were getting enough rest.  So whatever we’re doing with all this sedentary time we’re not finding it particularly restful. So to be able to to move and have the energy to do what you need to do , you have to rest. They’re two sides of the same coin. One interesting thing to to remember with rest is it doesn’t necessarily have to involve being sedentary. Rest can be running up a hill if it allows you to forget what’s going on in your life and and come back feeling happy and exhausted. So I think rethinking rest is a partner to movement.”
On Movement Snacks
“So it’s not simply a case of sort of getting out of bed, sitting at your desk for 4 hours, going for a mad run, and then coming back sitting for another 4 hours. It’s more about breaking up the sedentary time. It doesn’t have to involve anything particularly strenuous – just getting up moving around. I met people who were interested in a form of movement where you move like a natural human. You carry, you climb, or you run. It’s all kinds of sort of  animal/human base exercise. And they have this thing they call movement snacks. So you get up every 20 minutes and you do some crawling around the room or you hang from your door frame or you lift something. And it doesn’t have to be that prescribed – just make time during the day to shift position and move around. Go downstairs and go upstairs. Make sure you’re stretching for things in a high cupboard rather than climbing on the nearest chair. Just make a more conscious effort to get more movement into your day – little and often – rather than guilting yourself into yet another form of exercise or yet another so class that you feel that you should do.”
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About Retirement Wisdom
Are you ready to do the work to create a great retirement?

I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely.

Schedule a call to see if a 1-on-1 program or a small group Designing Your New Life program can give you an edge in your next chapter.

Don’t fall for quick fix approaches.

Visit retirementwisdom.com for tools and resources to help you retire smarter.

________________________________

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 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

The seeds of a satisfying retirement are planted before it begins. And the disruption of the last two years have underscored the importance of several things that perhaps we took for granted. Our guest today, Dr.Maggie Mulqueen, shares her insights on how to navigate the transition to retirement well in challenging times.

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Bio

Maggie Mulqueen, Ph.D., is a writer, commentator, and psychologist in Brookline, Massachusetts.

Dr. Mulqueen graduated from Northwestern University with a bachelor’s of science degree and then went onto the University of Pennsylvania where she received her doctorate in Counseling Psychology and the Phi Delta Kappa award for dissertation of the year.

She has been an adjunct faculty member of Lesley University, Boston College, and the Norman E. Zinberg Center for Addiction Studies at Harvard Medical School and the Cambridge Hospital.

A licensed psychologist, she maintains a private practice in Brookline, Massachusetts. She and her husband live in the Boston suburbs, where they raised their three sons.

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For More on Maggie Mulqueen, Ph.D

Website 

Covid has changed retirement — and canceled the celebrations that usually mark it  – NBC News

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Podcast Episodes You May Like

Everyday Vitality – Dr. Samantha Boardman

The Skill Set for Life’s Transitions – Bruce Feiler

Think Big – Dr. Grace Lordan

The Second Curve of Life – Arthur C. Brooks

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Wise Quotes

On Transitioning to Retirement

“…The other thing about this is to really understand that it is a chapter. It’s a transition, it’s not a moment in time. Some people could be retired as long as their work life. Just like in developmental theory, there probably is an early middle and late retirement. It’s not one thing. A retired 60 year old is real different than a retired 80 year old. And there’s a difference about seeing it as a transition versus a cliff. And I think for those people, for whom retirement is a cliff, it’s very, very hard. They go into anonymity. They feel that society doesn’t value their wisdom, their input, and they feel really sidelined. And I think for people who can transition, who have the physical, mental, and financial resources, to make this a rich time, to reinvent themselves, whether that be volunteer work or different kinds of paid employment, they have a much easier time of it. It comes back to having a cohort group, a community of people who support you in going through a transition. We need to understand it’s not: One day I was working the next day, I’m retired. It’s really: I’m transitioning.”

On Getting Your House In Order

“It’s something to plan for and to think about. Is it something you want to stop cold turkey? Or do you want to see if you can negotiate some kind of part-time transition, so that you can kind of put your toe in the water or begin to think about how you will restructure your life when the structure is up to you? I would say another deficit, frankly, for many Americans is because we are so work-identity-focused. Many people don’t invest in extracurriculars, hobbies, relationships, and so they don’t naturally have other things to do, even though they might say, Oh, I’ve always been interested in X. If you haven’t invested the time, I would spend a year before retirement trying some of those things out and seeing, is that really true? Does it hold my interest as much as I think it might? Or could I start to volunteer someplace and, and create some other relationships, so when I lose my work colleagues, there are other people who know me and whom I know and care about and have in my life? But I think thinking ahead is essential for people to get their houses in order, in terms of all of the legal thinking about the very hard questions. And I think some people are just very superstitious. They won’t do a will because then they think they’re gonna die. I think many people put off these hard questions because once you start acknowledging you’re at a retirement age, you’re having to at least in the shadows of your mind, acknowledge the fact that your mortality is closer than it’s ever been.”

On Planning for Retirement

“Think through the different scenarios. It’s not one thing. There are different phases within  retirement and don’t just plan for the first phase, but for all three or four – or more.”

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About Retirement Wisdom

Planning for retirement goes well beyond your 401k or IRA. How will you invest your time after your full-time working years?

You’ll need another portfolio.

I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely. And for many it includes a new version of work in some form– redefined on your own terms.

Schedule a call to see if a 1-on-1 program or a small group Designing Your New Life program can give you an edge in your next chapter.

Visit retirementwisdom.com for tools and resources to help you retire smarter.

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Intro and Outro voiceovers by Ross Huguet