Podcasts Archive

The Four Phases of Retirement – Dr. Riley Moynes

Don't miss an episode. Sign up and Follow our Podcast!

Retirement Wisdom · Jun 23, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 23:59 — 22.0MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Do you want to retire happy? One trap in retirement planning is to think of retirement as one thing, a singular phase of life. It’s not. Things evolve and change. Dr. Riley Moynes has developed a useful framework of the Four Phases of Retirement that can help you plan for a satisfying retirement. And you’ll want to hear what phase most retirees get stuck in – and how to progress to the fourth phase where the happiest retirees live.

Riley Moynes joins us from Ontario.

________________________

NEW

Have comments or feedback on this episode – or the podcast overall?

Have a question you’d like me to address in an upcoming episode?

Click here to leave a Voice Message. I’d love to hear from you.

_________________________

Bio

Dr Riley Moines is the author of The Four Phases of Retirement: What to Expect When You’re Retiring. During his varied career Dr. Riley Moynes has worked as an administrator, advisor, author, consultant, educator, entrepreneur, mentor, publisher, and researcher. He waltzed through Phase One of his retirement, struggled through Phase Two, tried a dozen ventures in Phase Three and now in Phase Four helps entrepreneurs polish, package, and publish their unique stories in their niche markets.

________________________

For More on Dr. Riley Moynes

The Four Phases of Retirement: What to Expect When You’re Retiring

Website: thefourphases.com

TEDx: The Four Phases of Retirement

________________________

Podcast Episodes You May Like

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

What Are The Keys To A Successful Retirement? Fritz Gilbert

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

Do Your Retirement Strategies Account for 6 Stages? – Ted Carr

________________________

Wise Quotes

On Phase 4 Retirement

“…only about 50 to 60% of retirees break through to Phase Four. Not everyone gets there. But those who are able to break through to Phase Four are some of the happiest, most productive, satisfied, and gratified people t I have ever met. Phase Four is when we rewire and find something new that really, really hits us and that we just squeeze all the juice out.”

On Planning Ahead for Retirement

“…be thinking ahead of what are some of their strengths, what are some of the things that they love to do and to be considering ways, well before they retire, that they might be able to apply those things when they do retire. And so to be able to have kind of a network that they might have built up or to look at some at some possibilities in advance, I think is extremely helpful.”

__________________________

About Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.

How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host

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

If you’re thinking about retirement, you’ll also need to be planning for longevity. That’s why Joe returned to school, earning a Masters in Gerontology from the University of Southern California.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.

Joe is the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy coming this summer.

________________________

Intro and Outro voiceovers by Ross Huguet.

Retirement Wisdom · Jun 20, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 37:13 — 34.1MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Being a grandparent is truly a gift. But what happens over time? As your grandchildren grow up and become teenagers, grandparenting may not be as easy as it once was. All of sudden it seems like you’re living in different worlds. The relationship evolves – and so can your grandparenting. And if it does, there’s a tremendous opportunity for both generations to learn from each other. Jerry Witkovsky and Deanna Shoss, the co-authors of the new book Where Two Worlds Meet, join the podcast to share practical tips on how to grandparent well as your grandchildren become teenagers,

Jerry joins us from Los Angeles and Deanna from Chicago.

___________________________

Bios

Jerry Witkovsky (MSW, University of Illinois) is a beloved mentor to thousands of individuals and generations of families, thanks to 47 years of professional leadership, eighteen of them as General Director of the Jewish Community Centers of Chicago. In 1995 he was named one of the city’s “Most Effective Non-Profit CEOs” by Crain’s Chicago Business Magazine. Since his 1997 retirement, Jerry has focused his considerable energies on grandparenting facilitation—helping multigenerational families work (and play) together to create a rich family life.

Deanna Shoss (MA, DePaul University) is CEO of Intercultural Talk, Inc. She helps non-digital natives (aka didn’t grow up with technology) promote their businesses or life projects with digital, intercultural, and real-life marketing. She starts with strategy and know-how to help them adapt to new communication technologies. Shoss takes an intergenerational approach that combines online communication platforms like websites/blogs, social media, email, and video with partnership and community building, diversity, equity, and includes best practices and events/promotions IRL (in real-life).

___________________________

For More About the Authors

Where Two Worlds Meet: A Guide to Connecting with Your Teenage Grandchildren

Jerry Witkovsky: grandparentsunleashed.com

Deanna Shoss: interculturaltalk.com

___________________________

Podcast Episodes You May Like

The Mindful Grandparent – Dr. Shirley Showalter

Launching Financial Grownups – Bobbi Rebell, CFP

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

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

____________________________

Mentioned in this Episode

Breaking the Age Code – Dr. Becca Levy

The Secret to Entering Your Grandchild’s World

___________________________

Wise Quotes

On Appreciating the Challenges Teens Face Today

“…if they’re asking the question, they are dealing with this in their life and the grandparent can be a sounding board. Even if it’s, Well, tell me what you’re thinking? How would you do it? They’re not necessarily there to answer it, but maybe to hear and to help that grandchild think things through. And I’m guessing it is a little bit harder to be a teen nowadays with the pandemic and with school violence. And so many things that are facing teenagers today, grandparents need to let go of what it was like in their day. Still share all the stories, but really be open and receptive. Because if the grandchild says they’re feeling it and experiencing it, then it’s real for the grandchild.”

On Authenticity vs. Trying to Be the Cool Grandparent

“…share your wisdom, share your experience. So basically you are already cool. You don’t have to change who you are to be cool. You’re already cool. Just be there and be authentic. Teens know authenticity. And they certainly know if you’re not being authentic. And so just being you is it. We like to say you already have everything you need in you to be the best grandparent ever. Now’s the time just to bring your full self to the relationship.”

On Starting Family Traditions

“What’s so wonderful about traditions is that nobody has [a monopoly on them]. You don’t need permission to create a tradition that you have with your grandchildren. You just need to do it three times and say, Oh, we’re doing this, we’re doing this again. And that’s how it becomes tradition, which is so wonderful.”

_________________________

About Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction. Take the first step toward your new life today.

Are you well-prepared for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host

Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1.5 % globally in popularity by Listen Notes. Business Insider has recognized him as one of 23 innovative coaches who are making a difference.

He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy coming this summer.

________________________

Intro and Outro voiceovers by Ross Huguet.

Retirement Wisdom · Jun 13, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 16:57 — 15.5MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

If you’re planning for retirement, longevity is on your mind. From a financial perspective, you’re looking to ensure that your money will last. No one precisely knows their life expectancy, but research is indicating that some choices we make can influence our longevity – and the quality of life in those years. Heathy eating and exercising are two obvious examples. And a new study highlights another dimension associated with longer longevity – your psychological well-being. The study found people with high levels of psychological well-being lived between 5 and 8 years longer. Our guest shares with us the findings of that study and practical steps you can take to increase your psychological well-being.

Dr, Jennifer Boylan joins us from Colorado.

__________________________

Bio

Jennifer Morozink Boylan is an Assistant Professor in the Department of Health and Behavioral Sciences at the University of Colorado Denver. Her research focuses on health disparities, psychological factors that influence physical health, and biological mechanisms that link the social environment to disease processes. As a health psychologist, her research addresses the ways in which psychological factors engender resilience and protect against health risks associated with disadvantaged social status. This work utilizes multiple methodologies, including national longitudinal survey data, biological assessments of cardiovascular and metabolic risk factors, and laboratory assessments of emotion regulation and physiological reactivity and recovery to stress. Jennifer earned her Ph.D. and M.S. at the University of Wisconsin-Madison in Biological Psychology, and a B.A. in Psychology at Illinois Wesleyan University.

__________________________

For More on Dr. Jennifer Boylan

Four Keys to Well-Being That May Help You Live Longer

Psychological well-being, education, and mortality.

_________________________

Podcast Episodes You May Like

Breaking the Age Code – Dr. Becca Levy

Retire Happy – Dr. Catherine Sanderson

Successful Aging – Daniel Levitin

The Mind-Body Connection and The Rabbit Effect – Kelli Harding

__________________________

Wise Quotes

On Well-Being & Longevity

“In our study, we compared these effects of psychological well-being with two other factors. One was education. The survival benefits of psychological well-being were comparable differences in life expectancy, between someone who had a college degree compared to someone who had less than a high school education. Now the survival benefits of high psychological well-being were not quite as big as the differences in life expectancy between someone who has never smoked versus a current smoker. That difference is about 10 years, but our study was one of the first to report these associations between psychological well-being and life expectancy, which I think is really helpful for conveying just how important psychological well-being can be for how long we live.”

On How to Increase Your Psychological Well-Being

“There are a lot of ways, backed by scientific research, to increase your psychological well-being. These can include things like connecting with other people and then nurturing high quality social relationships, writing about your goals in life, being authentic with your core values, volunteering and engaging with your community. You want to seek out positive experiences, even small ones in daily life and try to savor those. And over time, all of those experiences can increase your psychological well-being. I think it’s also important to note that some activities that increase our psychological well-being might not always feel good or enjoyable in the short term. It takes a lot of work and effort to strive to achieve your goals, to make the most of your talents and to work to make the world a better place. But those activities also increase your psychological well-being and can be good for your physical health and how long you live. You can increase your psychological being at all stages of life and all stages of circumstance. I think this is something each of us individually has the power to d0 – seriously prioritize things that you enjoy and that make you feel fulfilled in life. You want to feel like you’re making the most of your personal talents and your personal capabilities, whatever those are. So cultivating psychological being is really helpful as we navigate life’s challenges and it may also promote your health and longevity.”

___________________________

About Your Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.

How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host

Joe is the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy coming this summer.

________________________

Intro and Outro voiceovers by Ross Huguet.

Retirement Wisdom · Jun 6, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 17:17 — 15.8MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

This podcast focuses on the non-financial side of retirement planning. But make no mistake, building a solid financial foundation for retirement is critical. That’s why I interview guests on the financial side periodically, including Wade Pfau, Larry Kotlifoff, Bobbi Rebell, Russ Thornton, Harriett Edleson, and Casey Weade. Here are snippets of some of the best conversations so far on different dimensions of the financial side of the equation.

Links to the the full episodes are below:

_________________________

About Retirement Wisdom

Take charge of your future.

Take the first step toward your new life today.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms. Learn more about our One – on – One coaching and small group programs.

How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host

If you’re thinking about retirement, you’ll also need to be planning for longevity That’s why Joe returned to school, earning a Masters in Gerontology from the University of Southern California (at age 60).

He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy coming this summer.

________________________

Intro and Outro voiceovers by Ross Huguet.

________________________

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 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.

Retirement Wisdom · May 30, 2022 ·

Podcast (retirement-wisdom-podcast-feed): Play in new window | Download (Duration: 27:54 — 25.5MB)

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Many people are more multi-dimensional that you may expect. It’s interesting to talk with people who had a successful career in one arena and then pivoted to do something different. We’ve spoken with an NBA referee, an astronaut, a retired distinguished professor, executives in healthcare and finance, a lawyer, and a police chief. Their stories may inspire you to consider your own second act – perhaps full-time or part-time, but on your own terms. Our guest today had a highly successful 2o-year run at a dream job – lead singer in a rock band. And she’s now in the midst of turning to her next chapter – a career on the field of Gerontology. She’s built a strong foundation, having returned to school, graduating with not one, but two Masters degrees this year, including one from USC in Gerontology in May.

Brett Anderson joins us from California.

________________________

Bio

For 20 years, Brett Anderson was the lead singer of the female rock group The Donnas, and performed on Saturday Night Live, David Letterman and Late Night with Conan O’Brien. And then she made a pivot which began with going back to school, first at LA City College where she was valedictorian, and transferred to Stanford University where in 2019, she received a degree in psychology. This year she earned a Master of Science in Gerontology at the University of Southern California and a Master of Social Work at UCLA .

________________________

Podcast Episodes You May Like

Breaking the Age Code – Dr. Becca Levy

Ageism Unmasked – Dr. Tracey Gendron

Career Change with Purpose Top of Mind – Chris Farrell

Think Big – Dr. Grace Lordan

_________________________

For More on Brett Anderson

The Former Lead Singer of The Donnas Has a New Beat: Gerontology

Late Night with Conan O’Brien

_________________________

Wise Quotes

On Her Interest in Gerontology

“I started to notice older people when I was out in public and just noticed people talking over them or looking through them and imagining how that would feel. And as a woman I do get some of that myself when I’m in a room of men. I get talked over and looked through, but I think it’s amplified when you’re older, especially if you have any kind of physical disability, if you’re in a wheelchair and you’re physically at a lower level than other people. I think it’s really easy to be just, well, a good word for it is overruled. Basically I just was able to put myself in that position and imagine how terrible that would feel and it made me want to change our environment, change our policies, change our society, and change everything about the way that we treat older people in our society.”

On Humility

“For the first four years of school, it was just all about humility. I think you know when you have a literal spotlight on you, it inflates your ego. But I think the thing that people don’t realize is there’s sort of like the equal and opposite extreme. So whenever your ego is inflated, you also sort of have this growing, compensating insecurity. And I don’t know if it’s like that for everyone, but it was definitely like that for me. So it was really just a process of getting rightsized, of being confident about the things that I had the right to be confident about, and then sitting down and shutting up about the things that maybe I didn’t know what I was talking about. And it was really hard to tell the difference between those things in the beginning. And slowly, and with many mistakes, and public mistakes, I learned the difference between the things that I can take credit for and the things that I really shouldn’t take credit for.”

On True Success

“I always bring a different perspective and a lot of people don’t get that perspective in their daily life. So I think that’s a benefit that I bring to the table. I also think having been successful at a young age and knowing that that isn’t the answer to my problem of what am I doing with my life and where do I find my self-worth. I know that success is external, and I learned that at a young age. I learned that the VIP Room is often a broom closet. You’re fighting and fighting and fighting to get deeper and deeper into the club and it’s really not that cool. So I feel like I’ve unveiled the the illusion a little bit and that helps me be happy in my daily life with what I have.”

_________________________

About Retirement Wisdom

Take charge of your future.

How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.

___________________________

About Your Host

He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy coming this summer.

________________________

Intro and Outro voiceovers by Ross Huguet.

The Four Phases of Retirement – Dr. Riley Moynes

NEW

Click here to leave a Voice Message. I’d love to hear from you.

Wise Quotes

latest

Have You Forgotten How to Have Fun? – Monika Jansen

The Power of Imagination in Retirement Planning – Cassandra Vieten, PhD

Are You Fit Enough for the Retirement You’re Planning? – Dr. Gregory Charlop

Season 9

When Your Time Becomes More Valuable than More Money – Daniel Goldie

Don’t Wait Until Retirement to Find Your New Thing – Charles Chumley

Spend More, Worry Less: The Forever Paycheck – Jean Chatzky

Can You Learn to Be More Optimistic as You Age? – John Trauth

Who Are You Without the Title? – Marisa Franco

Take Charge of Your Health – Lucy McBride MD

The Art of Creating What’s Next: Best of 2026 – Part Two

Map Your Days & Build Wellbeing – Matt Bloom

Don’t Reinvent. Recalibrate – Dr. Denise Taylor

Long Arm of the Past – Neal Lipschutz

The Missing Pillar of Healthy Aging – Esther Gokhale

Becoming a Rookie Again – John Fisher

How to Try Again – Steve Kamb

The Art of Pacing – Elizabeth Svoboda

The Best of 2026 – Part One – The Retirement Wisdom Podcast

Inside The Healthcare Heist – Jordan Grumet, MD

Say It Now – Walter Green

Grand Expectations & and the Unspoken “But” – Celia Dodd

Design for Optionality: Rethink Retirement – Pam Krueger

What If You Pivot Instead of Retiring? – Scott Siff

The Future of Work is Grey – Dan Pontefract

What If Retirement Is the Wrong Goal? – John Coleman

Turn Into The Swerve – Jerry Goodstein

Change Your Questions, Change Your Life…in Retirement – Marilee Adams, PhD

Two Grannies on the Road – Beth Sobiloff & Marcia Rothwell

Letting Go to Become Who You Truly Are – Deborah Santana

How to Flourish…in Retirement – Daniel Coyle

The Caregiving Trap…in Retirement – Pamela D. Wilson

The Grandparenting Blueprint – Richard Eyre (Part Two)

The Grandparenting Blueprint – Linda & Richard Eyre (Part One)

Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD

How to Stay Sharp in Retirement – Dr. Majid Fotuhi

What Do You Want Out of Life…in Retirement ? – Valerie Tiberius

Making & Keeping Friends…in Retirement – Janice McCabe

Mattering…in Retirement – Jennifer Breheny Wallace

Love & Happiness…in Retirement – Sonja Lyubomirsky

What Can Make or Break Your Retirement – Rod Yancy

Retiring Soon? What No One Tells You – Michael Kay

The ‘One More Year’ Trap – Zach Morris, CFP

Can I Retire Yet? – Darrow Kirkpatrick

Retire with Purpose – Cesar Aguirre

How to Live a Meaningful Life – Dave Evans

Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt

Navigating the In-Between – Monique Rhodes

Design a Phased Retirement – Anna Rappaport

The Myth of Aging – Dr. Arnold Gilberg

The Retirement You Didn’t See Coming – Dan Haylett

Season 8

Best of 2025 – Part Two

The Vintage Writers – Kim Gottlieb-Walker & Roselyn Teukolsky

A Creative Pursuit with an Intergenerational Assist – Neil & Michelle McLaughlin

My Mother’s Money – Beth Pinsker

Coming of Age in Retirement – Tom Marks

A Guide to Thriving – Jon Rosemberg

Hire a Financial Advisor or DIY? – Glenn Frank

Aging with Agility – Michelle Pannor Silver

How to Prepare Mentally for Life After Work – Joseph Maugeri

Why Brains Need Friends – Ben Rein

Re-Visioning Retirement – Susan Reid, PhD

What Matters Most – Diane Button

Less is Liberation – Christine Platt

A Serendipitous Second Act – Richard Moran

Healthy to 100: Lessons From Abroad – Ken Stern

The Art of Relationships with Adult Children – Francine Toder, PhD

The MasterChef Dentist’s Fight vs. Cancer: Food as Medicine – Chris Walinski

Life in Three Dimensions – Dr. Shige Oishi

Joyspan – Kerry Burnight, PhD

Grandparents’ Day – Kerry Byrne & Ted Page

Strengthen Your Emotional Fitness – Dr. Emily Anhalt

Resurface – Cassidy Krug

You Still Are Somebody – Carl Landau