Podcasts Archive - Page 47 of 70 - Retirement Wisdom

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How can you get smarter about getting smarter? Our guest Elizabeth Ricker, author of Smarter Tomorrow, introduces us to neurohacks that can cognitive functioning. She explains her concept of scientific self-help and how to improve cognitive functioning through a variety of short exercises and experiments.

We discuss:

  • The story of her middle school math teacher
  • How neurohacking and scientific self-help work with how to improve cognitive functioning
  • What she learned from tracking her New Year’s Resolutions since 2011
  • What we need to know about cognitive functioning that may be different than we expect
  • The New IQ and the New EQ
  • Common Lifestyle Bottlenecks – and how they can be addressed and improve cognitive functioning
  • How Serious Brain Games can improve executive function
  • The MIND diet
  • How having an accountability partner can help
  • The key messages from her book Smarter Tomorrow

Elizabeth joins us from San Francisco.

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Bio

Elizabeth R. Ricker is the author of the new book, Smarter Tomorrow: How 15 Minutes of Neurohacking a Day Can Help You Work Better, Think Faster, and Get More Done

Her work has been featured globally, including in the Wall Street Journal, Fast Company, on SiriusXM radio, and on public broadcast TV in Europe.

She has given talks on cognitive enhancement and neurohacking across the US and overseas. She is a sought-after expert by Silicon Valley venture capital firms, technology startups, schools, and the Fortune 500. She runs the citizen neuroscience, DIY, and neurohacking organization, NeuroEducate, and her consulting and speaking work goes through Ricker Labs.

Ricker received her undergraduate degree in Brain and Cognitive Sciences from MIT and her graduate degree in Mind, Brain, and Education from Harvard. In college, she worked in the neuroscience lab of Nobel Prize winner Dr. Susumu Tonegawa. Ricker was also a nationally ranked athlete and class president– the latter of which occasionally involved such serious duties as dressing up in a giant rodent costume to play Tim the Beaver, the MIT mascot.

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Wise Quotes

On Neurohacking

“I think before you dive into all the things that the media is going to tell you that are falling apart as you get older, I think it’s really important to just start with the things that you are probably stronger at than you realize. This is a really important thing with neurohacking – to start with an understanding of where you’re strong and then understand what your personal bottlenecks are so that you can personalize everything that you do.”

On Scientific Self Help

“You can take a very scientific approach to your life and the things that seem kind of abstract and maybe not under your control, like life satisfaction or mental performance – these things seem uncontrollable. I think they seem like you’re either born with them or fate seems to play a role and you just don’t have control over them. And what I want to really introduce to people is that we actually have a lot of data, and we have this tool, which is self-experimentation, that can allow you to actually take control over it. And if it helps at all, when you look back at the number of Nobel prize winners who have won awards in medicine or physiology, a surprising percentage of them actually ran self-experiments in the exact area that they won the Nobel prize in. So you will actually be in pretty good company. This is not some [sci-fi] stuff. This is something that even very various data scientists have done themselves. So, [there’s] no reason why you can’t ask and approach things just like a Nobel prize winner.”

On Neurohacking 

“…When you start your neurohacking, I think of there being a pyramid. So before you get into the really fancy neurohacks, like later on in the book, I talk about neurostimulation, neurofeedback, these sort of lab-grade technologies that are now – due to the decrease in consumer technology pricing – available actually at home,  which is also very exciting. But you should really start with these lifestyle interventions – things like your sleep, things like your exercise, nutrition, [and] even things that you might not think of as being directly related to brain health. But we have increasing amounts of data that show that they really, really are – things like social connectedness because loneliness is absolutely correlated with a lot of health disorders that affect the brain very strongly.”

On Lifestyle Bottlenecks and Debugging Yourself

“I have a whole health and lifestyle survey that I introduce at the end of Chapter Six called Debugging Yourself that allows you to go through and see where you’re at. But in terms of what do I mean by a bottleneck –  there are general standards that you want to check to see whether you’re sort of falling above or below. So we’re all probably familiar with this idea that about 30 minutes of moderate exercise a day is a great way to stay healthy and stave off a lot of even age-related declines – just generally a very useful thing to do. But for each of these things, for any given person, let’s say you’re a marathon runner, maybe exercise is not your bottleneck, but maybe sleep is. So I have some unusual hacks that you might want to consider for each of these areas. So for instance, with sleep, sleep apnea is sometimes an issue for people. And there was a rather unconventional study that I saw in the British Medical Journal that showed that using the Didgeridoo, which is an Australian wind instrument, actually learning how to play this can, or at least in this randomized controlled trial it showed that participants had a significant reduction in their symptoms associated with sleep apnea. And this is bizarre, right? Why would that help? The notion is that you are strengthening the underlying core cause or one of the underlying core causes of sleep apnea, which is having the muscles in your throat be a bit too loose. And so it tones those muscles to play the Didgeridoo. So this is not recommended for extremely, severe sleep apnea.”

Note: The study mentioned from a university outside of San Francisco was conducted “in 2015 by psychologists at Dominican University of California who wanted to know how the act of writing down goals might change people’s goal attainment over a four-week period.1 They found that participants with an accountability buddy and written goals succeeded in reaching their goals significantly more often than those with only one of the two or neither. Those who told a friend about their goals and sent that friend weekly progress reports succeeded at the largest percentage of their goals.”

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For More About Elizabeth Ricker

Smarter Tomorrow: How 15 Minutes of Neurohacking a Day Can Help You Work Better, Think Faster, and Get More Done

Neuroeducate Website

Apps and websites mentioned:

Sweatcoin

Brain HQ

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Podcast Episodes You May Be Interested In

The Future You – Brian David Johnson

Successful Aging – Daniel Levitin

Design Your Life and Get Unstuck – Dave Evans

Practices for Brain Health – Dr. Krystal Culler

Chatter & Your Inner Voice – Ethan Kross

Tiny Habits Can Lead to Big Changes – BJ Fogg

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About Retirement Wisdom

You haven’t worked this hard for so long to have a mediocre post-career life.

It’s your time now. Make your new life special.

Work one-on-one with our Certified Designing Your Life Coach to explore alternative visions of your future and develop the pathway that’s right for you.

Take the first step toward your next life. Schedule a free call.

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Retire smarter.

Explore retirementwisdom.com and try out our free tools and resources, including our 4 seasons of podcast episodes of conversations with interesting guests.

Free Newsletter

What Will Your “Retirement” Story Be? Wisdom Notes keeps ideas and inspiring stories coming your way once a month as you create your own.

Your “retirement” could be longer than your career. What if you reject the traditional version of retirement that your neighbors and your colleagues have in mind? What if instead, you design a new life around what matters most to you and yours? And what if you bring the same qualities that made you successful to your new post-career chapters?

Today’s guests, Milledge and Patti Hart are the authors of The Resolutionist: Welcome To The Anti-Retirement Movement. The Harts are living their new life on their own terms, based on twelve Resolutions they developed that define a pathway to make this phase of life the best of their life. And you can apply ideas from their framework to do the same – and measure your progress – as you define it – along the way.

Milledge and Patti Hart join us from California.

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Wise Quotes

On The Anti-Retirement Movement

“This generation of people actually really relates to the word anti. We were anti-war, we’re anti-aging or anti-racism. Whatever the word is, it doesn’t mean that you’re against it. It really means that you’re trying to redefine it. And I think that’s really why we chose the word anti-retirement to say: How do we get society to shift its thinking about retirement and put it in a new place? If you think about the work we’ve done with the Stanford Longevity center, we have added 30 years to our lifespan in the last century and that’s all in retirement. And so how do we take an anti-retirement approach and say: We’re not going to approach this in the same way that historically the world has approached retirement? And if you’re anti-something, you’re definitely pro-something else.”

On Prioritizing Yourself

“It’s important to me because it’s something I’d never done before because you’re at such a different place in life, where you are more in control of things. Things aren’t being set up for you and done for you. I’m making certain that I now [have] no guilt around moving myself up the priority list. It’s important for a lot of reasons. I think at this stage of life mental health, self-confidence, and physical health [are] obvious things that matter when you get to this stage of life. But for me, it was the guilt. I had to really deal with the guilt of saying it’s okay for me today to spend today on me.”

On Metrics for Your New Life

“We all have lived with scorecards, probably since you were five years old, right? You brought home your first report card from school – and then you find yourself at whatever age you retire. And now there’s no scorecard. There’s no year-end bonus. There is no raise. There’s no promotion. There’s no whatever your scorecard was, whatever units it was in. And so it is important to your self-confidence that you actually see yourself making progress, that you see yourself as relevant, that you see yourself as important, and that you see yourself as still accomplishing. But for each person, it’s very different. One of the things Milledge and I talk about in our book is really pushing people to try to measure the unmeasurable because the things we have been measuring – wealth and bonuses and money and units of whatever you [tracked ] – are gone. Now, what’s your weight? And how many miles did you run today? Those are easy to measure, but we really pushed ourselves to say: How do we measure the unmeasurable? And we did that by saying, What is our desired state? What’s the desired outcome? Is it a level of happiness, a level of connectedness, a level of relevancy? What’s the end state that you’re trying to accomplish? And what moves you towards that and start measuring deeper in the funnel?… We all need to have a measurement system in life, but it does need to be developed around what is important to you.”

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Bios

Patti Hart

Patti Hart spent her early life in a small town in Illinois cheering for her Chicago Cubs, going to public schools and sharing chores with her many siblings. Her role models were in the most unlikely places—her high school teacher who pushed for organized girls sports and won—her grandmother—a woman ahead of her time in strength and resolve—and her guitar instructor, who was unafraid to take center stage in a business dominated by men. Though life was not always easy, it was filled with laughter, hugs, support, and challenges.

Patti was fortunate to find her way into the telecommunications industry at a time when no one could have predicted the growth and change that lay ahead. Several promotions and numerous relocations later, she found herself in places she never thought she would go. She took risks and defied the odds to enjoy a career that spanned three decades of leadership positions in the technology sector and was honored to be a member of Fortune Magazine’s inaugural list of “Most Powerful Women” in 1998.

Patti has worn many professional hats: CEO, Chairman, Board Member, Investor, and Advisor but is most proud of her personal life as: wife, mother, sister, daughter, neighbor, and friend. As an adult, she has called many cities home and found each place to offer wonderful opportunities to learn and grow.

She has always valued community involvement and has dedicated her free time to advancing the arts, human rights, and “sport for all.”

Patti is a proud alumna of Illinois State University and counts herself as a lifetime “Redbird.” She was named ISU’s Distinguished Alumni in 2015.

In her “retired but engaged” stage of life, this Resolutionist splits her time between the beauty of Lake Tahoe and the intellect of Silicon Valley.

Milledge Hart

Milledge is a Dallas native, where playing high school football and becoming an Eagle Scout were expected. Milledge began his overachievement early, becoming an Eagle Scout before the age of fifteen and having his godfather, Ross Perot, present him with his medal commemorating the accomplishment.

Milledge was blessed with many gifts in life. His father, Mitch Hart, gave him the gift of “not being afraid to set the bar high.” His Grandmother gave him the gift of respecting discipline and the benefits of a regimented life. And Duke University gave him the gift of an education far beyond the classroom, where he began to realize what was possible.

Following his collegiate years, Milledge moved to two new worlds—New York City and investment banking. Both would later become foundational parts of his future. The next step in his journey was to gain operational experience. A better understanding of his clients was eye-opening and would prove to be valuable as he made his way to California to, ultimately, form a new investment bank with several partners. But this time he could approach his work with his client’s priorities in mind.

Milledge credits much of his success to the advice and counsel he received from others and chose, through his leadership at the Entrepreneurs’ Organization and involvement with the Young Presidents’ Organization, to “pay it forward.”

Personally, Milledge had never seen himself becoming a parent but, as we know, life is full of surprises! He has embraced his role as one of the many parents to Patti’s son and has found it to be one of the most challenging but most rewarding parts of his life.

As a newly minted Resolutionist, Milledge enjoys the diversity of his portfolio: working through charitable organizations to make the world a better place while still advancing corporate activities in a variety of industries.

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For More on Milledge & Patti Hart

Their Book:  The Resolutionist: Welcome To The Anti-Retirement Movement

Their Website

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Other Podcast Episodes You May Like

The Future You – Brian David Johnson

When Will You Flip the Switch? – Dr. Barbara O’Neill

A Tapas Life – Andy Robin

Ready to ROAR? – Michael Clinton

Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland

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

How Life Hacks Can Help Make Your Retirement the Best Time of Your Life – Sam Horn

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About Retirement Wisdom

You haven’t worked this hard for so long to have a mediocre post-career life.

It’s your time now. Make your new life special.

Work one-on-one with our Certified Designing Your Life Coach to explore alternative visions of your future and develop the pathway that’s right for you.

Take the first step toward your next life. Schedule a free call.

______________________________________

Retire smarter.

Explore retirementwisdom.com and try out our free tools and resources.

The pandemic has been a catalyst for reflection on what matters most and what constitutes a good life today. For many, it’s sparked a realization that there’s much more to life than the traditional model of work and careers. But what’s next for you? For those contemplating retiring, perhaps earlier than expected, it’s an opportunity to redesign their lives and pivot to a phase with greater meaning and purpose. How are you approaching your second half of life and retiring? Uncertainity leads many people to approach it with trepidation. Michael Clinton, the author of the new book ROAR into the second half of your life (before it’s too late!), asserts that there’s a better way. We discuss his four-part process to help you take charge of your next phase.

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Bio

Michael Clinton is the former President and Publishing Director of Hearst Magazines and is currently the special media advisor to the CEO of the Hearst Corporation. He is also a writer and photographer who has traveled to over 120 countries. He has appeared in the New York Times, The Wall Street Journal, Town and Country, O, the Oprah Magazine, and other national media.

Clinton is the Founder of Circle of Generosity, a nonprofit that grants random acts of kindness to those in need and serves on multiple nonprofit boards. His newest book, ROAR into the second half of your life (before it’s too late!) is a manifesto on how to get the most out of your life experience in work, lifestyle, and relationships.

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Wise Quotes

On the acronym ROAR

“First of all, the awareness of if you’re 50 and you’re healthy today, you have a really good shot at living to be 90 – or a hundred. And the construct that we were handed by our parents – and by both government policy and corporations – is a very outdated construct. The days they were developed in were the days when the life expectancy quite honestly was in the early 60s. And so you’d check out of a job and you wouldn’t live much longer. Well, all that’s changed. So ROAR and the acronym that it stands for is designed to help people have that aha moment about this. So they are: Re-imagine yourself and be one of those “Re-Imagineers” before others do it for you, whether it is being laid off or pushed out or any of the above.

And re-imagining your favorite future, especially if you’re going to have this long life arc, the O is own who you are. I like to call it a midlife awakening, not a midlife crisis because once you’ve lived 25 years, you know a lot about yourself. So use that awakening [to accept ]that you’ve made good decisions and bad decisions – just kind of own them and assess where you are right now.  But at the same time, own your numbers. Think about it – it’s amazing to me, Joe, how many people I ask what’s your blood pressure or your heart rate, and they’re completely clueless. And that’s not a good thing because as we live longer, we need to keep our health numbers and metrics in place with our financial numbers. We need to own our successes and our failures. So, own who you are, is a big part of this book, and what’s next for you. A is Act now with this concept called life layering, which I hope we can get into and talk about. And then the final R is reassess your relationships, because when you’re in midlife and you want to make a change in whatever part of your life you’re talking about, you need the support of your family, your friends, your community, your colleagues. They’re the ones who are going to help facilitate that. And so you gotta really have a clear, clear head as to who they are and who your posse will be to get you there. So it’s this four-step process, which is in the book, which stands for ROAR.”

On Being Person-Appropriate – Not Age-Appropriate

“We all are sort of wired to think about what a 50-plus life is supposed to be, which is an outdated concept. So the biggest mistake people make is they create self-imposed ages. And so I like to say, it’s not age-appropriate, it’s person-appropriate because you can parent at 50, you can start a new business at 65 or 70. You can get remarried at 80. There’s a lot that you can do in terms of creating your person-appropriate approach to your second half. We live in a culture of ageism in both words and images, so it’s a constant fight that the individual has to have. But I find that most people put barriers around themselves. These 40 individuals who told their amazing stories [in the book] were able to free themselves of that barrier and go back to school at a later age, start new careers, and start new relationships. They don’t buy into what they were told they’re supposed to do. And they’re making their lives bigger, not smaller, which a lot of people are doing as they move into their 60s, 70s, and 80s.”

On Being True to Yourself

“Be true to yourself and be true to what you really want to do with your life, how you really want to experience your life, and the things that really matter to you. And you’ve got to course-correct if you abandoned them. Follow your own North Star and what will bring you fulfillment, satisfaction, and enrichment in your life – in a lifelong way. So that’s my message: Be true to yourself.”

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For More on Michael Clinton

Roar: into the second half of your life (before it’s too late)

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Podcast Episodes You May Like

Getting Things Done In Retirement – David Allen

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

Design Your Life and Get Unstuck – Dave Evans

I’m Not Done. Are You? – Patti Temple Rocks

How to Live a Values-Based Life – Harry Kraemer

When Will You Flip the Switch? – Dr. Barbara O’Neill

The Skill Set for Life’s Transitions – Bruce Feiler

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About Retirement Wisdom

You’ve prepared for the financial side of retirement. And let’s face it: you didn’t work that hard to have a mediocre retirement. So, what if you prepared just as well on the non-financial side?

You’d be ready to live the life you’ve worked hard to earn – and be poised to sidestep the pitfalls that derail too many retirements. Pitfalls that could waste your most valuable asset – your time.

Design your new life, using the same principles of design thinking that Apple, Nike, and other savvy companies use. It’s your new life. Think like an owner. Invest time now to explore your options and discover the new path that’s right for you.

It’s your time. Get ahead of the game.

Schedule a free call with Joe Casey, a certified Designing Your Life Coach, about your new life and how our three-phased process can help you make it a reality.

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Explore free tools at retirementwisdom.com

Browse all 4 seasons of our retirement podcast here to get smarter about your next phase.

Achieving the financial security to retire is a big milestone. But you’re not done. There’s inner work to be done to move into this next phase of life. Retired psychotherapist and bestselling author Connie Zweig joins our retirement podcast to discuss her new book The Inner Work of Age: Shifting from Role to Soul – and her insights on how reflection and contemplation can be valuable practices in your transition.

We discuss:

  • How retirement can be a catalyst for an inner journey to reimagine life
  • What the words retire and yoga have in common
  • The obstacles often encountered on this inner journey – and what Shadow Work is
  • How an Identity Crisis following retirement is different from a Mid-life Crisis
  • Why letting go is important – and challenging
  • Her own journey in retiring as a therapist – and what it’s taught her
  • What she’s learned from grandparenting
  • What an Elder is – and how one becomes one
  • How people can come to view retirement as a spiritual journey
  • The main message of her new book The Inner Work of Age: Shifting from Role to Soul

Connie joins us from California.

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Thank You

Thanks to our wise guests and loyal listeners The Retirement Wisdom Podcast is among the top 3% in popularity globally according to Listen Notes.

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Bio

Connie Zweig, Ph.D., is a retired therapist, co-author of Meeting the Shadow and Romancing the Shadow, author of Meeting the Shadow of Spirituality and a novel, A Moth to the Flame: The Life of Sufi Poet Rumi. Her new book, The Inner Work of Age: Shifting from Role to Soul, extends shadow-work into late life and teaches aging as a spiritual practice. Connie has been doing contemplative practices for 50 years. She is a wife and grandmother and was initiated as an Elder by Sage-ing International in 2017. After investing in all these roles, she is practicing the shift from role to soul.

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Wise Quotes

On Letting Go

“My framework in the book is that the shift from senior to Elder in late life is a rite of passage. And we don’t have rites of passage for elders in our culture, right? It just doesn’t exist. So there are three stages of every rite of passage – and the first stage is letting go. And that might mean letting go of outworn roles or attitudes, letting go of outworn beliefs, or self-images or relationships that don’t work – or jobs, or finances, or goals of some kind. And so letting go at every stage of life is hard because as humans, we bond, and we get attached. And with our egos to try to control everything. But to become an Elder, we actually need to let go of the Ego’s agenda and step into a different speed limit, a different pace of life, a different sense of flow. I call it from Obligation to Flow – and we need to let go of the past. A lot of people are clinging to the past, feel regret about the past, and need to give and receive forgiveness about the past. So there’s a chapter about how to do the emotional work to help us let go of the past so that we can live fully in the present because many people don’t know how to do that. They don’t really know how to be here and enjoy it fully.”

On Becoming an Elder

“I think this is very individual, but what I explore in the book is that everyone becomes a senior with a Medicare birthday, but becoming an elder is not an age. It’s a stage. It requires intention and what I call inner work so that there’s a certain level of self-knowledge and awareness and ways of relating and a desire to give to the common good. Some people are Activists Elders, and some are Creative Elders and some are Spiritual Elders. So we can transmit the knowledge of our lives in many different ways, but there is this impulse of generosity to give back.”

On a Life Review

“There are lots of tools in the book. The last person I spoke with before you today said, she’s having to really chew it and digest it. It’s not a quick read. It calls you to stop and contemplate your life. So you learn how to do a life review. You learn how to do emotional repair. You learn how to do spiritual unfinished business, and you contemplate life completion. What is a complete life, a fulfilled life for you? And what can you do about that now? What steps do you need to take to actually move toward that now? So, I know that the book is really rich. I’m getting a lot of feedback, and it’s an invitation to the reader to use this time.”

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For More on Connie Zweig

The Inner Work of Age: Shifting from Role to Soul

Website

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Podcast Episodes You May Like

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

Successful Aging – Daniel Levitin

Chatter & Your Inner Voice – Ethan Kross

Retirement & It’s Discontents – Michelle Pannor Silver

The Skill Set for Life’s Transitions – Bruce Feiler

Who Will You Be in Retirement? – David Ekerdt

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About Retirement Wisdom

You’ve prepared for the financial side of retirement. Let’s face it: you didn’t work that hard to have a mediocre retirement. So, what if you prepared just as well on the non-financial side?

You’d be ready to live the life you’ve worked hard to earn – and be poised to sidestep the pitfalls that derail too many retirements. Pitfalls that could waste your most valuable asset – your time.

Design your new life, using the same principles of design thinking that Apple, Nike, and other savvy companies use. It’s your new life. Think like an owner. Invest time to explore your options and discover the new path that’s right for you – on your own terms.

It’s your time. Get ahead of the game.

Schedule your free call with Joe Casey, a certified Designing Your Life Coach, about your new life and how our three-phased process can help you make it a reality.

____________________________

Explore free tools at retirementwisdom.com

Browse all 4 seasons of our retirement podcast here to get smarter about your next phase.

____________________________

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 planning. From time to time we invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial, medical and/or mental health professionals on those matters.

 

 

 

It’s a blast to dream about your retirement. Freedom. Flexibility. Fun. Just like you see in the commercials and the brochures. But if you want to truly retire happy and lead a life of fulfillment, you’ll need to prepare better. You’ll want to go beyond the highlights and take a serious look at what your day-to-day life will really be like – and what it will be about.

Tony Hixon, author of the new book, Retirement Stepping Stones, joins our retirement podcast to share his experiences and insights on how you can prepare for the stumbling blocks that can arise in retirement –  and how you can find a new purpose after you leave the world full-time work.

We discuss:

  • The tragedy that forever changed how he sees retirement – and why he’s on a mission to help people prepare differently
  • The most challenging stumbling blocks people face in retirement
  • The key solutions to those challenges
  • Why you should dream big about your retirement – but why you should look past your highlight reel version of it
  • How career burnout can get in the way of a great retirement
  • Why retirement isn’t for everyone – and why you need a Plan B
  • How your legacy should be part of your retirement planning

Tony Hixon joins us from Ohio.

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Thanks to our wise guests and loyal listeners The Retirement Wisdom Podcast is among the top 3% in popularity globally according to Listen Notes.

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Wise Quotes

On Transitioning to Retirement 

“You retire one day and [on] the last day they throw you a party. Your email is still active and you get probably a hundred to three hundred emails. And then the party’s over. The cake has been eaten. You had the weekend to kind of recoup and Monday morning rolls around. And you open up that email account. It’s been deactivated. You switch to your personal email and there are only two [emails ] there, and both of them are junk. So it kind of messes with your mind. You’re not quite sure what this new phase of life should look like. You’ve had the ideal version of what retirement will be based on all the commercials and the Americanization of what retirement is, but perhaps you haven’t done the correct work on what you’re retiring to. You certainly know what you’re retiring from, but you don’t necessarily have an idea of what you’re retiring to. So that loss of meaning and purpose is certainly a stumbling block that we see many clients face in retirement. Just not knowing for sure if they’re needed anymore.”

 

On Purpose and Legacy

“However, we often encourage our clients to think more deeply about the kind of emotional impact they want to make on their family and their friends and their community. We ask them questions – and I’d ask your listeners these questions:

  • What lessons do you want to impart?
  • How do you want people to feel when you interact with them?
  • What do you want to be remembered for?

These questions are certainly as important – if not more so – than planning for the financial strategy to care for your loved ones. Remember you get to define your legacy. How you live each day builds the legacy that you want to leave behind. Don’t be afraid to start living with purpose. It’s never too late – or too early – to start.”

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Bio

Tony Hixon, CIMA®, RFC® is the author of the new book Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy.

Mr. Hixon is co-founder, Chief Operating Officer, and Chief Compliance Officer of Hixon Zuercher Capital Management.  As Chief Operating Officer, Tony is responsible for overseeing the administration and compliance of the firm.  In addition to managing the firm’s operations, Tony serves on the firm’s Investment Committee and is a co-Portfolio Manager, an Analyst, and Trader. Tony has experience providing investment services since 2003 and providing financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management, Tony worked at a CPA firm for nearly four years specializing in accounting, tax planning, and tax preparation for high net worth individuals.

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For More on Tony Hixon

Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy

Proceeds from the book will go toward the Pamela M. Hixon Memorial Nursing Scholarship Endowment Fund at University of Findlay that Hixon and his wife, Keri, set up in 2017 to honor the legacy of his mom. The scholarship is awarded annually to a nursing major who displays financial need and good grades

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Other Podcast Episodes That May Interest You

Will You Retire with Purpose? – Casey Weade

If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver

The Future You – Brian David Johnson

When Will You Flip the Switch? – Dr. Barbara O’Neill

Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland

How Life Hacks Can Help Make Your Retirement the Best Time of Your Life – Sam Horn

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About Retirement Wisdom

You’ve prepared well for the financial side of retirement. And let’s face it: you didn’t work that hard to have a mediocre retirement. So, what if you prepared just as well on the non-financial side?

You’d be ready to live the life you’ve so worked hard to earn – and poised to sidestep the pitfalls that derail too many retirements. Pitfalls that could waste your most valuable asset – your time.

Design your new life, using the same principles of design thinking that Apple, Nike, and other savvy companies use. It’s your new life. Think like an owner and invest some time to explore your options and discover the path that’s right for you – on your own terms.

It’s your time. Get ahead of the game.

Schedule your free call with Joe Casey, a certified Designing Your Life Coach, about your new life and how our three-phased process can help you make it a reality.

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Explore free tools at retirementwisdom.com

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 invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial, medical and/or mental health professionals on those matters.