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The Long Walk Home – Jim Kerr

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Retirement Wisdom · Apr 18, 2022 ·

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Planning for retirement is essential. But what if your retirement planning is upended by events beyond your control? Imagine if one day you lost your job as an executive after almost thirty years at a multibillion-dollar company. How would you react? When it happened to my guest today, he decided to walk – more than twenty miles home. He shares the experience in his book The Long Walk Home: How I Lost My Job as a Corporate Remora Fish and Rediscovered My Life’s Purpose. That day was a catalyst for a more fulfilling life and a return to what he truly wanted to do.

Jim Kerr joins us from Pennsylvania.

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Bio

James Brian Kerr led global communications and public relations for Fortune 500 technology firms before leaving the corporate world in late 2021 to pursue his passion for writing and storytelling. He blogs on financial freedom, fatherhood, men’s health and the pursuit of an authentic life at peaceableman.com. His articles have appeared in HumbleDollar, MarketWatch, Elephant Journal and elsewhere. His fiction and poetry have appeared in the Sewanee Review, Red River Review, The Poet, Short Story Town and other journals. The Long Walk Home (Blydyn Square Books) is his first published book.

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For More on James Kerr

The Long Walk Home: How I Lost My Job as a Corporate Remora Fish and Rediscovered My Life’s Purpose

Blog: PeaceableMan.com

Website

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Podcast Episodes You May Like

Navigating An Unexpected Career Change – Maggie Craddock

A Tapas Life – Andy Robin

Are You Ready to Shift Gears?- Richard Haiduck

With the Freedom to Retire, Where Will You Plant Your New Tree? – Don Ezra

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Wise Quotes

On Having a Challenge List Instead of a Bucket List

“That term bucket list is obviously is tongue in cheek, but it it’s kind of dark. So I like a challenge list. I don’t look at whatever number of years that I have ahead of me as walking toward the bucket. I’d rather I’ll be challenging myself with new things. I think it’s important to stay active, to continue to challenge ourselves both physically and mentally after we leave the full-time working world. We don’t want to atrophy – at least we don’t want to atrophy early. The things that are important to me are on my list. And I got a long list. I love to write and I want to get some books and articles published. I have a new one out. That’s my first one. So I’m excited about that. I’ve got a bunch of articles published. I want to get more articles out – and it’s not about just getting pieces out there, but it’s about really trying to inspire and move people. That’s my mission in the second part of my life.”

On Repassioning Instead of Retiring

“I resist the word retirement. There are some people who love the word retirement. I don’t. Retirement to me means you’re stepping away from life in many ways and from work or purpose. And that’s not really what I do. Repassion is the word that I use, because it’s about really devoting myself to my passions. I’ve spent a lot of time getting my financial house in order so that I can focus on my passions.”

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About Retirement Wisdom

A 20+ year retirement is a terrible thing to waste. How will you invest your time after you leave the world of full-time work?

Working with an experienced coach and a proven process can help you explore new options, test opportunities and create a portfolio of rewarding activities and interests.

Beware of quick fix solutions.

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. One and One and small group programs are available. Take the first step toward your new life today.

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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 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.

Retirement Wisdom · Apr 11, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 35:17 — 32.3MB)

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The number of adults who live alone is growing. Even those who have children cannot count on their help. The number of older adults who live within 10 miles of a relative has fallen significantly. When my guest Carol Marak was working in technology she returned home to be a caregiver for her parents. And she got a wake-up call. Who, she wondered, would help to care for her when she grew older? The struggles Carol’s parents faced were warning signs of what she could expect. Divorced and childless, Carol lived alone in a suburb. Caregiving for her parents required a massive effort involving three siblings and numerous professionals. That care could someday be needed for her—only she would not have family nearby to step up to the challenge.

Carol’s book Solo and Smart teaches people how to assess, discover, and plan—to gain control over how they want to live in the years ahead – not only how to age well but how to live well—by shaping the future they want rather than reacting to it.

Carol Marak joins us from Dallas.

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Bio

Carol Marak is an Author, Speaker, Founder of the Elder Orphan Facebook Group, and former family caregiver. Her book, Solo and Smart, A Guided Roadmap for a Supportive and Secure Future is based on Carol’s own plan as a single senior facing aging alone. It was her caregiving experience that revealed what’s needed when looking ahead. Carol is a native Texan and lives alone in a highly active high rise in a Dallas urban area.

Carol has appeared in The New York Times, Washington Post, USA Today, PBS, NPR, AARP, US News & World Report, the American Society on Aging, local newspapers throughout the U.S. and radio shows.

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For More on Carol Marak

Solo and Smart, A Guided Roadmap for a Supportive and Secure Future on Amazon

Website CarolMarak.com

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Podcast Episodes You My Like

Where Will You Live Next? – Ryan Frederick

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

With the Freedom to Retire, Where Will You Plant Your New Tree? – Don Ezra

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

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Wise Quotes

On Lessons From Caregiving

“My mother lived with several chronic illnesses and so their needs were very demanding. They really expected us to help them out because they did that for their parents. My parents were farmers and we lived in a rural community. So we just helped each other out as a family. And we were a very large family. However, once we started moving off going to college, that put a real dent in how we could share in those responsibilities. We tried to hire help, but they just wouldn’t have of it. So my sisters and I really ended up pitching in as best we could. And quite frankly, we did a pretty good job taking care of them. And my parents were very lucky to have three loving daughters. Unfortunately many of us don’t have that. =. So, once they both passed, I was out on a walk one day and I was thinking about my parents. I was missing them. I was crying. And then I started reflecting back on that experience of elder care and the demands of growing older and what that means, what that looks like. And then all of a sudden I just stopped and I thought, Oh my gosh, what am I going to do? I’m single. I have no children here. I am. I’m close to 55 years old, what will I do? And Joe, I tell you I was walking and it just stopped me in my tracks. I thought, Holy Moly, what am I gonna do? because it’s, it’s filled with so many complexities growing older. So that was my wake up call. And it was more than a wake up call. It was really more like a slap in the face. It’s like, get your act together. So that’s where it all started for me.”

On Her Core Message

“The core message from my book is to change your mindset from problem solving to possibility thinking- and then find a strategy that helps you evaluate the future risks that you potentially face, which will equip you with knowledge, power, and control.”

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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.

_________________________

About Your Host

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.

Retirement Wisdom · Apr 4, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 23:56 — 21.9MB)

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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.

_________________________

About Your Host

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.

Retirement Wisdom · Mar 28, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 29:59 — 27.5MB)

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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.

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About Your Host

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

Retirement Wisdom · Mar 24, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 33:44 — 30.9MB)

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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

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 Long Walk Home – Jim Kerr

Bio

Bio

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Bio

Bio

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