Podcasts Archive - Page 47 of 86 - Retirement Wisdom

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________________________ I’ve been discussing with my clients recently what they’d like to do more of and less of in this year. A common theme?  More fun. Sometimes our work persona can dull our sense of play and fun. Mike Rucker, PhD joins us to discuss his new book The Fun Habit: How the Pursuit of Joy and Wonder Can Change Your Life and how you can renew your sense of fun and retire happy. Mike Rucker joins us from North Carolina. _________________________

Bio

In no particular order, Mike Rucker is a: Author. Father. Husband. Organizational psychologist and behavioral scientist. Recovering entrepreneur. Fitness enthusiast with mechanical parts. VW Bus aficionado. Seeker. Traveler. Future astronaut. The story he tells in his book The Fun Habit starts in 2016 when the tools he knew as a student of positive psychology suddenly failed him during one of his life’s most difficult stretches. Finding himself unhappy, a bit lonely, and burnt out, he began to critically evaluate modern approaches to happiness. He quickly realized how much misinformation is out there about happiness. Years of research coalesced as The Fun Habit—an action-based approach that helps you critically examine your pursuit of happiness and make adjustments using evidence-based practices to invite more fun and joy in your life. Every story has many beginnings. A major commitment to fun as an intentional way of life came in 2007 when Mike announced the Live Life Love project, where he publicly committed himself to 25 years of documented self-development and self-discovery. After a long stint as an entrepreneur, he was heading back to Corporate America, and wanted to make sure that he continued to experience and contribute to this collaborative effort we all call “Life.” The rules of the project are straightforward. From 2007 to 2032, Mike has committed to interviewing two thought leaders each quarter, or 200 in total. He has also committed to experiencing something new each quarter by way of an interesting life event, activity, or trip, ensuring that by the end of 2032, he will have 100 unique experiences to relish when the project concludes. Finally, Mike has committed to contributing a year’s salary and a year’s work hours to charity. The project officially kicked off in 2007, but its spark was lit in 2005 when he took an early interest in peak performance and positive psychology. Through good fortune, he was introduced to an early mentor, Dr. Mike Gervais, and was also invited to be one of the first charter members of the International Positive Psychology Association. During this period, he was a sponge, soaking up knowledge from these emerging fields of psychology and using what he learned to personally thrive. So that’s how it started. How’s it going?  In 2020, he reached the project’s halfway point.  During all this, Mike also became a peer-reviewed and widely published author, including his new book The Fun Habit. For many years he served as the Health Tech expert for About, Inc’s Verywell Health. He is currently on sabbatical from being an executive for Active Wellness. Mike has been published in the academic journals International Journal of Workplace Health Management and Nutrition Research, and has been featured in The Wall Street Journal, Washington Post, Fast Company, Psychology Today, Forbes, Vox, Thrive Global, Mindful, mindbodygreen, and elsewhere. In all, he has earned five advanced degrees, including a Ph.D. in organizational psychology from the California School of Professional Psychology and an MBA from the University of Southern California. He’s a member of the American Psychological Association, International Positive Psychology Association, and an accredited member of the American College of Sports Medicine. Somewhere along the way, Mike also met his better half, Anna, and produced two tenacious kids while still finding some space for civic engagement and social contribution, resulting in various accolades, including a Certificate of Recognition from the California State Senate and a Congressional Commendation from the U.S. House of Representatives. Not bad for someone whose name first appeared on the Internet as the guy who swept the floors on Baywatch _____________________________ For More on Mike Rucker

The Fun Habit: How the Pursuit of Joy and Wonder Can Change Your Life

Website ______________________________ Podcast Episodes You May Like The Power of Fun – Catherine Price Happier Hour – Cassie Holmes, PhD Tiny Habits Can Lead to Big Changes – BJ Fogg The Joy of Movement – Kelly McGonigal ________________________________ Wise Quotes On Creating an Upward Spiral “… you realize that you have a lot more control than you initially thought about in how you engage in activities and once that starts to create this upward spiral. Because once you get playful about that again, if you’re going through some big change, like I mentioned, or going through divorce or I know for your listeners are thinking about retirement, which is a big change in itself, it can feel overwhelming. But you can go into these things realizing that you do have more control than you initially thought, especially if you’ve let your life get habituated, which so many of us have.” On Rethinking How We Spend Time 
“And so if we’re not deliberate about how we spend our time, we’re really giving all of our time away. And if we’re not deliberate about leisure, a lot of times we end the day with not enough vitality to do anything. And so it really requires a re-architecture of how we’re spending our time. Joe, I know that’s what you do with a lot of folks in your own practice. Look at those rhythms of life that kind of have gone astray and understand that it’s not a selfish act to take some time off the table for yourself. If you have that purview of you’re really doing stuff from a sense of duty, realize that enjoying a little bit of your week for yourself allows you to show up to be the best version of yourself when you are there for your loved ones.”  
On Learning from Children “..a little bit of original research that I did for the upcoming book, The Fun Habit was I went to children’s museums. I was really there for a different reason, but I got fascinated about how adults kind of lose the ability to play. And then I realized that the research I was doing was actually replicated. And there are good reasons for that. As adults, we really become linear in our thinking. We want to understand what is asked of us and then we do the thing, right? And that’s really unfortunate because that stifles creativity. And so what we can learn from kids is just watch how they play. They don’t need rules. There’s this concept in science that the map is not the territory. And where we get hung up as adults is we really need a map to explore the territory where the kids don’t care when they go to a playground, they just take it all in. Especially young kids like the awe and wonder they see in a new environment. And we’ve just lost that lust for life. And so if you can get in a playful mindset, and really act like a kid again, that reminds you of all of the curiosity and creativity you once had. And oftentimes that’s all it takes to really enjoy yourself again… It becomes magical for most people.” __________________________ About Your Podcast 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. Learn more about how to retire smarter at retirementwisdom.com

Retire like your neighbor? Didn’t think so. Why not Design Your Retirement?

Group programs start January 20th | Early Bird Pricing ends December 31 | Learn more here

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What should be on your retirement planning list for the new year ahead?

Joe Allaria, CFP joins us to share his retirement planning insights.

We discuss:

  • What should be on your retirement planning checklist for the new year that you may not be thinking about
  • What the happiest retirees do that those who are less so didn’t do – or do as well
  • The biggest mistakes people make in retirement planning – and how can they be avoided
  • The implications of unretiring
  • The pros and cons of working longer
  • A key lesson learned about retirement planning

Joe Allaria, CFP joins us from Illinois.

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Bio

As a Partner and Wealth Advisor for CarsonAllaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan, while also creating and implementing the strategic vision for the firm. Joe brings an analytical, yet creative approach in finding solutions for our clients.

For his numerous articles, Joe has been featured in The Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the important issues surrounding financial planning and wealth management.

Joe earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement planning, and estate planning. Joe also holds a Life & Health Insurance License and a Series 65 Security License.

Joe was born and raised in Edwardsville, Illinois, where he graduated from high school and received a Division I football scholarship to Southern Illinois University Carbondale. There, he earned a Bachelor’s Degree in Marketing and met his wife, Jacki. Joe played football throughout his college career and was named a 1st Team ESPN Academic All-American, while also being honored as an SIU Top 25 Distinguished Senior, of which honorees are selected university-wide. He later earned an MBA from Southern Illinois University Edwardsville.

Joe, Jacki, and their two sons, Brooks and Bennett, enjoy living in the Edwardsville/Glen Carbon community. They enjoy traveling as a family, hiking in the Pacific Northwest, being outdoors, listening to and playing music, and spending time with family and friends.

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For More on Joe Allaria

CarsonAllaria Wealth Management

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Podcast Episodes You May Like

The Key Decisions for Retirement Success – Wade Pfau

The Vintage Years – Francine Toder

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

Happier Hour – Cassie Holmes

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Browse all podcast conversations across five seasons here.

It’s a free retirement school.

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Wise Quotes

On Being Prepared

“…let’s just take an inventory, and you can keep doing your own thing, but someone should know what’s going on. And so for those that don’t want to hire an advisor because they handle it themselves, no problem. But you should have your own succession plan, so to speak – that’s what the experts, so-called experts tell us. As advisors, we should have a succession plan. If we get hit by the proverbial bus, our clients need to be taken care of. And Do It Yourself investors need to view that the same way. So the same goes here – get your estate documents in order, make sure your wills, your powers of attorney are in order. Have a plan for long-term care. If you go into a long-term care facility and you can’t manage your finances or your spouse goes in, it’s very expensive. Just think about all those potential things that could happen, especially if you’re trying to manage all this yourself.”

On Investing Time Wisely

“Some folks I’ve talked to, they don’t even like using the word retirement because it has this negative connotation that it’s all downhill from here. But just because we stop working, doing what you’ve done for the past 30 years, doesn’t mean you have to slow down. There’s still a lot of time to get stuff done. And I think the second thing that the happiest people do is they do not listen to the news, watch the news. They don’t open their stock app every day. They don’t pay attention to the media, the financial media. At least they don’t look at their accounts every day.”

On Assessing If You Can Retire Financially

“And the sad thing is, Joe, I’ve seen where people have come in, they have been stressed, they’ve been working away. Let’s say they’re 67, 68 years old and they just didn’t know they could retire. And we do a financial plan and we know they could have retired five years ago. But that’s typically the worst outcome – when people have worked longer than they really needed to in a job they really don’t like.”

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About Retirement Wisdom

This retirement podcast is about the non-financial side of preparing for retirement  – and living life on your own terms.

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 an active multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely. And for many, like me, it includes a new version of work – 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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About Your Podcast 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.
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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 solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily 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.

 

 

 

 

 

 

Wishing everyone Happy Holidays and a happy and healthy New Year.

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Retire like your neighbor? Not for you. Why not Design Your Retirement?

Group programs start January 20th | Early Bird Pricing ends December 31 | Learn more here

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Freedom is a wonderful thing. It gives you the space to do more, explore more and be yourself more. We were blessed with many great guests who shared their insights with us on my retirement podcast this year.

Here are some highlights from the very best podcast conversations of the year.

Click on the links below to listen to the full conversations:

 

Becca Levy – Breaking the Age Code

 

Richard Eisenberg – The Unretirement Life

 

Sylvia Ascarelli – Where to Retire

 

Matt Paxton – Keep the Memories, Lose the Stuff

 

Kate Schroeder – The Emotional Side of Retiring

 

John P. Weiss – An Artful Life

 

Marjorie Fox – Lifestyle and Financial Decisions As We Age

 

Arthur C. Brooks – The Second Curve of Life

 

Francine Toder – The Vintage Years

 

 Steve Lopez – Independence Day

 

Interested in more? Browse all conversations across five seasons here.

It’s a free retirement school.

_________________________

About Retirement Wisdom

This retirement podcast is about the non-financial side of preparing for retirement  – and living life on your own terms.

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 an active multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely. And for many, like me, it includes a new version of work – 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.

__________________________

About Your Podcast 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.
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Intro and Outro voiceovers by Ross Huguet.

Wishing everyone Happy Holidays and a healthy New Year.

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You could wing it… but why not Design Your Retirement

Early Bird Pricing ends December 31. | Learn more here

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I’m grateful for the guests who joined us on my retirement podcast to share their wisdom in the fourth quarter of 2022.

If you missed any episodes, don’t miss these conversations.

The links to the full podcast conversations are below:

 

Independence Day – Steve Lopez

 

Taking Stock – Dr. Jordan Grumet

 

The Vintage Years – Dr. Francine Toder

 

Thinking Better to Live Better – Dr. Woo-kyoung Ahn

 

Happier Hour – Cassie Holmes, PhD

 

How to Make New Friends in Retirement – Dr. Marisa G. Franco

 

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About Your Podcast Host

Joe Casey is an executive coach who also helps people design their next life after their primary career. 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.
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Intro and Outro voiceovers by Ross Huguet.

 

 

“…the solution to happiness or satisfaction is not actually being time rich, it’s about making the time that you have rich.”

– Cassie Holmes, PhD

 

The biggest investment decisions you’re making aren’t about your 401(k) or IRA. They’re about your time. Cassie Holmes, PhD, shares her research on the intersection of time and happiness. Listen in for research-based exercises and practical tips that can help you wisely craft your time, increase your satisfaction and retire happy.

Cassie Holmes joins us from Los Angeles.

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Bio

Cassie Mogilner Holmes is a Professor at UCLA’s Anderson School of Management. Cassie is an expert on time and happiness. Her research examines such questions as how focusing on time (rather than money) increases happiness, how the meaning of happiness changes over the course of one’s lifetime, and how much happiness people enjoy from extraordinary versus ordinary experiences. Across these inquiries, her findings highlight the joy that stems from interpersonal connection and paying attention to the present moment.

Cassie’s academic research on the role of time in cultivating well-being has been published in leading academic journals, including Psychological Science, the Journal of Personality and Social Psychology, and the Journal of Consumer Research, and earned her the Early Career Award from both the Association of Consumer Research and the Society of Consumer Psychology. Cassie was identified by Poets & Quants as one of the best 40 business professors under 40, and popular accounts of her research have been featured on NPR and in such publications as The Economist, The New York Times, The Wall Street Journal, the Financial Times, and Scientific American.

Professor Cassie Holmes is the author of the book, Happier Hour: How to Beat Distraction, Expand Your Time, and Focus on What Matters Most, which is based on her wildly popular MBA course, “Applying the Science of Happiness to Life Design.”

Holmes is a faculty affiliate with The UCLA Bedari Kindness Institute, an interdisciplinary organization dedicated to the research, education, and practice of kindness.

Previously, Holmes was a tenured faculty member and award-winning teacher at the Wharton School at the University of Pennsylvania. She has a Ph.D. from Stanford University’s Graduate School of Business, and a B.A. from Columbia.

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For More on Cassie Holmes, PhD

Happier Hour: How to Beat Distraction, Expand Your Time, and Focus on What Matters Most

Time Crafting – Time Tracker Worksheet

Website

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Podcast Episodes You May Like

Retire Happy – Dr. Catherine Sanderson

The Power of Fun – Catherine Price

Everyday Vitality – Dr. Samantha Boardman

Well-Being & Longevity – Dr. Jennifer Boylan

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Wise Quotes

On What Influences Happiness

“So what we think about and what we intentionally do in our day-to-day has a significant influence on our happiness, more so than those circumstances that we think are the secrets to happiness. And so in my work, because I look at the role of time, I very much frame this as how do we think about and choose to invest the time that we have? How does that influence the joy that we experience in our days and the satisfaction we feel about our lives?”

On Time Tracking

“…really what I’m sharing is the research to help people to maximize the amount of time that they experience is worthwhile, minimize the time that is wasted or that people are moving through almost like letting it be wasted. And there’s two components of that. One is spending time, investing time on activities that are worthwhile. The other is when you’re spending that time being engaged in such a way that you make those times worthwhile. So when I just mentioned some of the strategies to offset hedonic adaptation, that is to allow it so that when you’re spending time on these worthwhile activities that you get the most out of them. Now time tracking allows you and helps you to identify what are those activities that are worth allocating time towards. Time tracking identifies what are those activities that are associated with the most positive emotion, most negative emotion, and sort of tracking over the course of people’s days, what activities are they dealing with, as well as how are they feeling, so you can pull out, on average, those activities that tend to produce the most positive emotion.”

 

On Time & Purpose

“But what was interesting was that there is such thing as having too much available discretionary time and digging into what drove that sort of downward slope with too much time. What it turns out is that we are driven to be productive, we’re averse to being idle. So when we spend all the hours of our sort of regular days with nothing to show for how we spend those hours, it undermines our sense of purpose and with that we feel less satisfied. Now, notably work like working for pay is not the only source of spending time in ways that allow folks to feel productive and worthwhile. It is important to recognize that having the available discretionary hours in your day, what one needs to do is invest those hours in ways that allow them to feel productive, to give a sense of purpose. So we actually found that folks who had a whole lot of discretionary time when they spent them in ways that for them felt worthwhile, it included things like engaging in an enriching hobby that allowed you to develop and grow, engaging in volunteer work that allowed you to feel like you were having an impact, also engaging in social connections, cultivating those important relationships. You actually didn’t see this dip in happiness with a lot of time. So what this is pointing to is that the solution to happiness or satisfaction is not actually being time rich, it’s about making the time that you have rich.”

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About Your Podcast Host

Joe Casey is an executive coach who also helps people design their next life after their primary career. 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.
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Intro and Outro voiceovers by Ross Huguet.