Podcasts Archive - Page 49 of 71 - Retirement Wisdom

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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 And the construct that we were handed by our parents – and by both government policy and corporations – is a very outdated construct.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.

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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.

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The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast covers the non-financial aspects of retirement 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.

____________________________

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.

 

What’s more important than Wellness? You want a healthy portfolio when y0u retire, but most importantly, you want a healthy you. This Best of The Retirement Wisdom Podcast episode highlights valuable practical advice from our guests on wise moves to take charge of your wellness and fitness.

Listen to the full conversations:

John LaPuma, MD

Marta Zaraska

Kelli Harding, MD, MPH

Kelly McGonigal, PhD

BJ Fogg, PhD

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Thanks to our outstanding guests and loyal listeners, The Retirement Wisdom Podcast is ranked in the top 3% of podcasts globally in popularity according to Listen Notes.

Browse all 4 Seasons of our episodes here

Follow: Apple Podcasts | Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More

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Related Retirement Blog Posts

A Diagnosis Leads to a Retirement Course Correction

Tiny Habits That Deliver Big Changes

Put the Bounce Back in Your Retirement

Because of the excellent writing of contributor Bev Bachel, The RW Blog was named as one of the Best Blogs to Read in 2021 by Blog Overview

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Take Charge

Ready to take charge of your wellness? It begins with building the right habits – by starting small – actually tiny. Schedule a free call with Joe Casey, a Certified Tiny Habits coach at Retirement Wisdom, about his 4-week one-on-one coaching program to build the habits you want.

What will help you retire happy? After a long career, are you looking for a retirement life that has more variety and flexibility? And a rich, diverse set of activities and interests that you can build gradually and adjust as you go? Our guest on this retirement podcast is Andy Robin, a retired technology executive who’s doing just that. He’s joining us to share insights from his book Tapas Life: A Rich and Rewarding Life After Your Long Career.

Andy joins us from California.

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Bio

Andrew Robin, known to most as Andy, was born in Chicago and raised in Mexico City.  He holds a BA in Computer Science from the University of Texas at Austin and an MBA from Harvard University.  He has been happily married to Carole for 35 years, and they have two fine kids, Nick, 33, and Molly, 31.

Andy was an entrepreneur with his dad in the computer industry in the early ‘70s in Mexico City (his dad moved the family there from Chicago to pursue an opportunity).  He was in the semiconductor industry for 22 years (at Mostek, Monolithic Memories, AMD, and Lattice), mostly in marketing, but also as a general manager, and most recently as VP of New Business Ventures.  He was a house dad from 2002 to 2007 until Carole and Andy’s youngest went off to college.

Today he retains the duties of shopping/cooking, household maintenance, travel planning, and finances.  He also plays a lot of classical piano, some golf, enjoyed 6 years on the Board and Executive Committee of his large synagogue (Congregation Beth Am of Los Altos Hills), where he was also co-chair of raising an endowment, was part-time CEO of a promising tech start-up for 6 years (and remains on the Board), is an Executive Coach and Life Coach, serves on the Board of a foundation in Palo Alto and a NYC hedge fund and enjoys day-trips, lectures, and concerts around the San Francisco Bay Area and Silicon Valley.

Andy wrote Tapas Life to do some good for others.

Andy’s wife, Carole Robin, wrote a terrific book for Penguin RandomHouse with her colleague David Bradford:  Connect:  Building Exceptional Relationships With Family, Friends, and Colleagues.  It distills the combined 70 years she and David enjoyed teaching the Interpersonal Dynamics course at Stanford Graduate School of Business.  She believes that when more people embrace the learnings in her book, the world will be a better place.

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On a Tapas Life

“For those who don’t know is it’s one of the foods of Spain. It’s the concept that instead of having an American style, large porterhouse steak on your plate with some potatoes and a veggie, instead you have a bunch of little dishes, and often times the table orders six or eight little dishes as you go. You order a few more and so on. And so it’s almost like a little buffet that you make yourself at your own table. And that’s kind of how I think about the Tapas Life. During what I call my long career decades of working in an office, that was my big job. And I probably did that 45 to 60 hours a week for decades. My plate was very full for decades. And now that I’m done with my long career, instead, I like to assemble a number of smaller activities that comprise my life today. It’s rich and rewarding. It’s tasty and interesting. It’s varied and enjoyable. And also one of those Tapas is meaningful. So I’m also doing some good for others on the planet.”

Examples of a Tapas Life

“I’ve seen others who have done important things about social connection for Tapas. What I write about in the book that I just loved is one couple I interviewed who said that once a month they get together with another couple for a weekend. And they alternate each month. It’s one couple’s responsibility to figure out, within a three-hour drive, where to go to book someplace to stay, figure out where it will be good to eat and to figure out what adventures to do while in that area. And then on Saturday morning, they go pick up the other couple. The other couple doesn’t know where they’re going or what they’re doing. The couple in charge takes them there. They have a great weekend together. And after brunch on Sunday, they drive home. And I love that because it’s a nice way to keep in close touch with another couple. It’s a Tapa, and it’s not a very frequent one, but it fits in the category of social connection, which is critical to remaining in good health and avoiding depression. And I thought it was super creative. Another fellow I know has a Tapa of flying airplanes, flying small craft airplanes with another friend in a very used small airplane. And I had a boss, my boss’s boss when I was in the industry, who had been a Marine Drill Sergeant. This guy could be pretty refined or he could be pretty gruff, and he controlled the dial on that pretty well. And after he left his long career, to my astonishment, he took up painting – and he loved it. And of course, I’ve seen a lot of volunteerism amongst people, and that’s Meaningful Tapa. That’s doing something for others selflessly. And when you have a Meaningful Tapa then you’re no longer just a consumer of resources and a hedonist, you’re now a useful human doing something that benefits another. And without that, after a while, I learned life felt enjoyable, but a little bit hollow.”

On the Value of a New Structure

“If you think about building your life after your long career, as with building a house, the first thing you want to do is, is build a foundation and the framing for the house before you can put in the plumbing and the electric and the drywall and the appliances and so on. And so [structure] is the foundation and the framing for the house. And what it means is you need to put some regular things on your calendar. Some people like a lot of them, some people don’t like many, some people like them to be very prescribed in terms of their day and time, some like them to float. So there’s a variety of things you can put on your calendar. You can decide to get your butt up out of the house and have a lunch scheduled with friends a couple of times a week. That adds structure and it serves as a social connection. And if those people are interesting, then it may lead to activities together, and it may lead to inspiration for something you want to try yourself or do with a friend. And so getting some structure like that in place keeps you from feeling adrift. And the good thing is unlike during your long career, if there gets to be too much of it, you can take some things out. And if one day you decide, ‘well, it’s my regular exercise time, but yeah, I’ve got a great opportunity to go to lunch with Jane. So I’m going to do that instead and I’ll exercise tomorrow.’ So it doesn’t have to be super restrictive and rigorous, but it has to be enough, so you don’t feel adrift and untethered.”

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For More on Andy Robin

Website 

Tapas Life: A Rich and Rewarding Life After Your Long Career

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Related Podcast Episodes You May Like

Design Your Life and Get Unstuck – Dave Evans

Your Retirement Won’t Come with a Road Map – Carol Hymowitz

The Future You – Brian David Johnson

How to Build a Portfolio Career – Kate Schaefers

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

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

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About Retirement Wisdom

Your retirement won’t be like anyone else’s. What do you want your new life to look like? Even if you have some ideas about your future, it can be hard to figure out exactly how to get there.