Podcasts Archive - Page 5 of 77 - Retirement Wisdom

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Don’t leave your retirement to chance.

Design It.

Join us for six Fridays starting on October 3rd and get moving on your roadmap.

Learn more here.

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On this episode of The Retirement Wisdom Podcast, we’re joined by Nathalie Martin, author of The Inspired Retirement, an excellent new book that will help you reframe what it means to retire well. In today’s conversation, she challenges the assumptions many people bring to retirement—and shares how mindfulness, clarity, and intention can lead to a more inspired next chapter.

What You’ll Learn

  • Why the ‘three plagues’ of aging are avoidable
  • How three non-financial pillars of retirement are gamechangers
  • How mindfulness and movement can enhance your life
  • Why one-size-fits-all approaches to purpose miss the mark—and what to do instead
  • A practical exercise to prioritize what matters most in your life as you plan for retirement

Nathalie Martin joins us from New Mexico.

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Bio

Nathalie Martin is a chaired professor at the University of New Mexico School of Law, where she teaches mindfulness and law as well as elder law, commercial law, and consumer law. A longtime yoga and meditation teacher and practitioner, she also teaches contemplative practices in varied settings, from hospitals and senior centers to law school classrooms.

Nathalie is the author of over forty articles and nine books, including Lawyering from the Inside Out and Yoga for Lawyers, and her legal scholarship has been cited by the US Supreme Court. With The Inspired Retirement, Nathalie brings her decades of experience and expertise to a general audience.

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For More on Nathalie Martin

The Inspired Retirement: Purpose and Passion in Your Next Adventure

Website: nathaliemartinmindfulness.com

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Podcast Conversations You May Like

Retiring: Creating a Life That Works for You – Teresa Amabile

Happier Hour – Cassie Holmes, PhD

Live Life in Crescendo – Cynthia Covey Haller

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Mentioned in This Podcast Conversation

Being Mortal by Atul Gawande

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe 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.

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Wise Quotes

On Mindset & Joy

“And I even quote Dr. Seuss that It’s fun to have fun, but you have to know how. And so we really do have to return to that childlike state, when we can remember what it felt like not to have a lot of obligations. So that’s what I think of joy as and also the mindset issue that we talked about, Joe, that it’s so important not to assume that from here on out, it’s just downhill. And that can add years to our lives.”

On Mindfulness Practices

“I’m going to start by just telling you what the science says are the primary benefits of these practices. I mean the first thing is reducing stress, that’s kind of the entry point for most people. It does calm us, but it also improves brain function. So reduces stress, improves the brain. Second one, increases productivity, so you can get more work done in less time, and who doesn’t want that. And then finally, it helps us learn more about ourselves, and as a result, find more meaning and purpose in our lives. And I’ve benefited from all of these things. I am very Type A by nature and have really learned the hard way that you can miss a lot of stuff when all you do is work. I just felt like something had to change, like a lot of other lawyers and other professionals who just work all the time. So these practices literally changed my life. I mean, they even helped me change my professional life to something that was more suited to what really was important to me. And it’s just been amazing.”

On Retirement

“Step out of the fast lane and into the vast lane.”

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Design Your Next Chapter 

Joe Tarantino joins us to share his retirement journey – going from balancing family and work responsibilities to embarking on an ambitious cycling goal.  A lifelong learner, Joe opens up about how setting a personal moonshot goal helped him transition into retirement with purpose. He wrote a book chronicling his cycling experiences. He offers candid insights on caregiving, identity shifts, and why it’s essential to replace the structure and social interactions that work once provided.

Joe Tarantino joins us from Ohio.

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Bio

Joe Tarantino has cycled through all 50 U.S. states, crisscrossing a vast network of roads and trails. With 25 marathons and other endurance events under his belt, he retired from a successful 35-year career in the aerospace industry as a chemist, engineer, and operations manager, in response to God’s call to a different direction in his otherwise comfortable life. While pursuing his cycling, he seeks to inspire others to chase their dreams through his writing.

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For More on Joe Tarantino

Pale Pink Roads

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Podcast Conversations You May Like

Unlock Positive Aging with Outdoor Adventure – Caroline Paul

Not Too Late – Gwendolyn Bounds

The Benefits of a New Challenge – Joe Simonetta

Big Goals – Caroline Adams Miller

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe 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.

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Wise Quotes

On the Challenge of Early Retirement

“You leave the work site, and you just don’t have the social interaction that you used to.”

On Finding Purpose

“Don’t settle for all these good things when there’s something great you could be going after. You’ve got all this open time. Make sure it’s spent doing good stuff, even great stuff.”

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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.

 

Own your retirement. Design It.

Join us for 6 Fridays starting on October 3rd and get unstuck.

Registration is open for the next two Design Your New Life in Retirement Groups.

The Very Early Bird discount ends on 7/31.

Learn more here.

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On this episode of The Retirement Wisdom Podcast, we explore the transformative mindset that can reshape retirement from a winding-down phase into a period of renewal and growth. Cyn Meyer unpacks why purpose and energy—not just finances—should drive your post-career life, sharing the Rewire Retirement Method and the neuroscience behind deliberate reinvention.

What You’ll Learn

  • Cyn’s backstory that led her to get involved in the retirement space
  • Why your retirement can be a spiral upward, not a slow fade down
  • How her Five Rings of Retirement redefine life after work
  • The science of neuroplasticity and how it supports intentional change
  • How tuning into your inner energy can spur you forward
  • How daily gratitude practices, especially with your partner, can deepen connection

Cyn Meyer joins us from California.

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Bio

Cyn Meyer is the creator of the Rewire My Retirement program and is a modern certified life coach committed to helping older adults turn their retirement years into their best years, full of purpose and passion. She founded Second Wind Movement in 2018 as a valuable resource dedicated to older adults who are striving for healthy, active, and engaged retirement lives.

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For More on Cyn Meyer

The Rewire Retirement Method

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Podcast Episodes You May Like

The New Happy – Stephanie Harrison

Retiring: Creating a Life That Works for You – Teresa Amabile

Growing Old, Staying Rad – Steven Kotler

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe 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.

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Wise Quotes

On Gratitude

“When we are in a state of gratitude, fear is obliterated, right? They are polar opposites. The fear cannot exist while you’re in a state of gratitude.  I always say you have your own passions, purpose, and growth path in retirement. Your spouse has theirs, and then you have your couple’s activities together, right? And so sometimes things get intermingled and very challenging. And we feel that we don’t have control over our spousal dynamic, right? Because we have ours, they have theirs, and then, but we’re sharing life together. And so I highly recommend Gratitude Journaling , but gratitude, gratitude journaling about your spouse specifically, because that really changes the dynamic. And you really end up focusing on, you know, the wonderful aspects about them, and it really obliterates the annoyances while you’re in that state. So if we like literally put in our reps and practice that, it changes the dynamic in addition to you doing your own work on your own growth path. That just makes it more seamless I have found.”

On Retirement

“Retirement is not the end—it’s the beginning of a new growth journey.”

On Energy

“What energizes you are your authentic wants; what drains you are the external ‘shoulds.’”

On Identity

“You may leave the workforce, but your uniqueness has never left you.”

 

 

What’s next? Design it.

The Very Early Bird discount ends today 7/31.

Get unstuck. Learn more here. Register here.

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What if you stepped out of your comfort zone? Lee Gale Gruen shares her inspiring journey from 37 years as a probation officer to becoming an actor, author, lecturer, dancer, and a Physics Club member in retirement. Initially lost after retiring, she stumbled upon a senior acting class that changed everything—helping her find a new identity, connection, and new pursuits. Her story offers the template for a roadmap for retirees who may be struggling to find purpose by stepping up to try new things, overcoming fear, and staying curious. Because let’s face it,  retirement is not the end of the line — it’s an opportunity to reinvent yourself.

You’ll Learn:

  • What it’s like to be a docent
  • How volunteering can unlock new purpose

  • The importance of trying new (and returning to old) interests

  • What to do when fear holds you back

  • How to find opportunities using local resources

Lee Gale Gruen joins us from California.

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Bio

Lee Gale Gruen (Lee Gale is her first name) lives in the East San Francisco Bay area. She has two children and three grandchildren. She graduated from UCLA and had a 37-year career as a probation officer. After retiring, she became an actress, author, speaker, and blogger. She has appeared in television, films, commercials, theater, and print. She performs regularly at medical schools, portraying patients for student training, and was one of six supporting exercise/dancers in the  Jane Fonda Prime Time Firm & Burn” workout DVD. Her transition to becoming an actress in her senior years has been written about in Time Magazine, the Los Angeles Times newspaper, AARP Life Reimagined, and in Marlo Thomas’ book, which profiles women who have reinvented themselves. Lee Gale has had several articles and short stories published, including in the Chicken Soup for the Soul series. She is also a public speaker, lecturing on senior reinvention. She has published a memoir as well as a self-help book that complements her public lectures on senior reinvention. She has written a screenplay of her memoir titled the same as the book: “Adventures with Dad.” Lee Gale blogs at LeeGaleGruen.wordpress.com under the same title as her lecture and self-help book, “Reinventing Yourself in Your Retirement Years.”

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For More on Lee Gale Gruen

Reinventing Yourself and Your Retirement Years: Find Joy, Excitement, and Purpose After You Retire

Website

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Podcast Episodes You May Like

The Second Fifty – Debra Whitman

Make Your Next Years Your Best Years – Harry Agress, MD

Retirement Rookies – Stephen & Karen Kreider Yoder

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe 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.

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Wise Quotes

On Finding a New Direction

“Find something that excites you, that sets you on fire. That will motivate you.”

On Stepping Outside Your Comfort Zone

“Try something you’ve never done before. You may discover a whole new world that you never knew about…I had no idea. I stumbled my way through and I discovered all kinds of things. And I hope some of the things that I’ve said today will. help people and encourage people to take that giant step. It’s not a wilderness, it’s full of opportunities.”

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I’m Just Asking for a Friend

Retirement brings so many questions! Share yours (for a friend….)

Click here to leave a voice message

or email me at joec@retirementwisdom.com

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It turns out that one of the hardest habits to break in retirement isn’t work — it’s saving. Richard Sheffield joins us to share his deeply personal and sometimes humorous story of transitioning from a performance-driven corporate career to a more intentional and enjoyable life in retirement. A former executive at UPS, and author of Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement, Richard opens up about his struggle to shift from a lifelong saver’s mindset to embracing enjoying the money he worked so hard to accumulate.

He discusses how outdated retirement plans, old success signals, and societal expectations can lead us astray, even long after we’ve walked away from work. But through self-reflection, rewriting his financial plan, and reconnecting with what brings him joy, Richard found the freedom to spend boldly, live fully, and say yes more often.

You’ll discover:

  • Why many retirement plans need to be reviewed periodically – and sometimes reworked
  • The emotional blocks that prevent smart people from moving from accumulating to spending
  • Why your intentional spending matters more in retirement
  • The surprising benefits of getting creative with how you spend
  • Why it can be wise to give now, not just later

Richard Sheffield joins us from Miami.

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Bio

Richard Sheffield is a former executive and writer who shares thoughtful essays on retirement, identity, and personal reinvention. After a long career in the corporate world, Richard turned to writing as a way to make sense of his experience — and to help others navigate their own journeys into retirement. He’s a popular contributor on Medium, where his honest takes on life after work resonate with thousands of readers.

Now fully embracing a bigger, bolder, and more intentional approach to life, Richard writes about finding meaning beyond metrics and spending in ways that spark joy.

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For More on Richard Sheffield

Richard Sheffield on Medium

Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement

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Podcast Episodes You May Like

How to Retire – Christine Benz

Unretired – Mark S. Walton

Your Next Years Your Best Years – Harry Agress, MD

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe 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.

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Wise Quotes

On Rewriting Your Retirement Plan

“I was watching my net worth go up and patting myself on the back — but I realized I was living the wrong plan. It was time to update it. None of the bad things happened. Why was I still playing defense?”

On Breaking the Productivity Trap

“You have to find a way to break that productivity cycle. Your worth isn’t tied to being useful anymore. Sometimes, it’s okay to just have a day where you don’t do anything.”

On Giving While You’re Alive

“If someone’s going to spend that money on something dumb, it might as well be you — and it might as well be fun.”

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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.