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The Future of Global Retirement – Jodan Ledford

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Retirement Wisdom · Jul 6, 2021 ·

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What’s the future of retirement post-pandemic? Smart, a leading retirement technology business and one of the UK’s largest providers of retirement plans, recently launched the Future of Global Retirement report. It examines how retirement plans will evolve in the United States, the United Kingdom, and Australia in the years to come, following the coronavirus pandemic.

Key U.S. findings from the report found that:

Retirement ages are rising, and one in seven Americans now expect to delay their retirement due to COVID-19.
56% of Americans see retirement as a multi-stage transition rather than a one-off event.

There’s an “advice gap”: Many Americans don’t know where they can get retirement advice.

Jodan Ledford, the CEO of Smart in the US, joins me today to share his insights.

We discuss:

Key findings from the Future of Global Retirement report – and what was surprising
Why traditional retirement is dead – and why people’s retirement planning isn’t always in sync with that
The biggest concerns and fears people have about retirement post-pandemic
What was common and different across different regions
When most people plan to access their retirement savings
The pandemic’s impact on retirement planning

Jodan Ledford joins us from Nashville.

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Bio

Jodan Ledford is the US CEO of Smart. Before joining Smart, Jodan was the Chief Client Officer at Legal & General Investment Management America (LGIMA), where he oversaw a team of 75-plus spanning Sales, Marketing, Investment Solutions, Product & Corporate Strategy, as well as Multi-Asset Portfolio Management. Joining LGIMA shortly after their US market entry, Jodan led LGIMA’s growth in the US market from $10 billion to $130 billion in US third-party clients over 7 years. Prior to LGIMA, Jodan held positions at UBS Global Asset Management, J.P. Morgan’s Investment Banking Division, and Watson Wyatt Worldwide.

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Podcast Episodes You May Like

What Trends in Retirement Should You Be Up to Speed On? – Catherine Collinson

Getting Things Done In Retirement – David Allen

What Can You Do to Age Better? – Anna Dixon

Who Will You Be in Retirement? – David Ekerdt

The Future You – Brian David Johnson

Are You Ready For The New Retirement? – Stephen Chen

Browse all 4 seasons of our retirement podcast here

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About Retirement Wisdom

Traditional retirement is obsolete. It simply doesn’t work for most people today.

However, it is an important catalyst for the beginning of a new phase of life.

But often what’s next isn’t clear. 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.

You need a sound process – and a guide you can trust. The solution is Retirement Wisdom.

Our Certified Designing Your Life coach can help you envision and transition to your new life, using a proven three-phase approach.

Imagine new possibilities, evaluate alternative pathways, and create an actionable roadmap to your new lifestyle.

Take the first step today. Schedule a free call with Joe Casey to learn more about our coaching programs.

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Explore retirementwisdom.com

Retirement Wisdom · Jun 29, 2021 ·

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Can a futurist help you create the retirement plan you want? Our guest is Brian David Johnson, who was Intel’s first futurist, and is the author of The Future You: Break Through the Fear and Build the Life You Want. Listen in – your Future You will thank you.

We discuss:

His new book The Future You
What a futurist does – and doesn’t do
The common misconceptions people have about the future
The most underutilized tool in retirement planning
Futurecasting, backcasting, and threatcasting – and how they can sharpen your retirement plan
Why storytelling is important to your future
How planning for two futures is wise
Why he thinks the future is local

Brian David Johnson joins us from Oregon.

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Bio

Brian David Johnson is a Professor of Practice at Arizona State University’s School for the Future of Innovation in Society, and a Futurist and Fellow at Frost & Sullivan, a visionary innovation company that’s focused on growth. He also works with governments, militaries, trade organizations, and startups to help them envision their future. He has over 30 patents and is the author of a number of books of fiction and nonfiction, including The Future You: Break Through the Fear and Build the Life You Want, Science Fiction Prototyping; Screen Future: The Future of Entertainment, Computing and the Devices We Love; Humanity and the Machine: What Comes After Greed?; and Vintage Tomorrows: A Historian and a Futurist Journey through Steampunk into the Future of Technology. His writing has appeared in publications ranging from The Wall Street Journal and Slate to IEEE Computer and Successful Farming, and he appears regularly on Bloomberg TV, PBS, Fox News, and the Discovery Channel. He has directed two feature films, and is an illustrator and commissioned painter.

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Wise Quotes

On Financial Planning

“…one of the most underutilized tools is financial planning is your imagination because you’ve got to imagine what you want your future to look like. And then once you can imagine it, then you can start to achieve it.”

On Futurecasting and Retirement

“With retirement, it’s one of those things that we’re all thinking about, right? And if you’re not, you really should be. So, we’ll generally give ourselves permission to do it. And the thing about future casting is: Don’t just think about tomorrow. Don’t think about today. But think a little bit further out. And this is why I think it’s really well-designed to think about your retirement. Whether that retirement will be 30 years from now, 20 or 10 years from now, depending upon where you’re doing your planning, thinking like a futurist and using future casting allows you to really get out there and think about the reality of it – and then get into the details of it. And then as a part of futurecasting, a key component is backcasting: Where do I want to be in the future? Who is that future? Who’s living in that retirement? What does that look like? And then what are the steps you need to take to get there, right? Who are the people that are going to help you? What are the tools and who are the experts? And so it really systematically breaks it down for people. So it allows their future and their retirement to feel more accomplishable. That’s what a lot of the people I’ve talked to and the people I’ve helped[valued]. What they’ve told me is, ‘Wow, okay. It felt like it was something really far out there, but now I really see what I need to do on Monday and I can also track my progress. So I think, in that way, it can, can really help most people to really think like a futurist to prepare for their retirement.”

On Your Detailed Story

“One of the things that I’ve learned over the last 25 years is that the way you change your future is you change the story that you’re telling yourself about the future that you will live in. And I want you to pause and think about that for a second – because if you can change the story, you’re going to tell yourself about your future. You’ll make different decisions. You’ll make different purchase decisions. You’ll make different investment decisions. You’ll make different career decisions. You’ll start to see yourself in a really different way. And the thing about storytelling and it’s all about those details, Joe. I tell people to really get into the specifics of this. I ask people, So when you’re 70, what will your Tuesday look like? Like tell me what it’ll be like, like when you wake up, what are you going to do? Do you make breakfast? Are you going to play golf? Are you going to go see the grandkids? Are you going to go volunteer? Like really getting people to get into the elements of those details? And I use story as a way to do that. And you know, obviously, I am a writer, I write science fiction and I write science fact. …But stories are really the process that we use to start thinking about those details. And by thinking of it as a story, it allows you that permission to really say, Okay, well just tell me the story about your future. And everybody knows how to tell stories. And so, as you tell that story, it gives you more details. And actually, those details will give you more clarity from a financial planning standpoint.”

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For More on Brian David Johnson

The Future You: Break Through the Fear and Build the Life You Want

This no-nonsense technique can get you to the retirement you want – MarketWatch

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Podcast Episodes You May Be Interested In

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

Design Your Life and Get Unstuck – Dave Evans

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

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

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

Life’s Big Decisions – Adrian Camilleri

Browse all 4 seasons of our retirement podcast here

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About Retirement Wisdom

Traditional retirement is obsolete. It doesn’t work for most people today. However, it is a catalyst for a new beginning.

But what’s next isn’t always clear. What do you want your new life to look like?

Even if you have some initial ideas about your future, it’s hard to figure out exactly how to get there.

You need a sound process – and a guide you can trust. The solution is Retirement Wisdom. Our Certified Designing Your Life coach can help you envision and transition to your new life, using a proven three-phase approach.

Imagine new possibilities, evaluate alternative pathways, and create an actionable roadmap to your new lifestyle.

Take the first step today. Schedule a free call with Joe Casey to learn how our coaching can help you move forward.

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Explore retirementwisdom.com

Retirement Wisdom · Jun 21, 2021 ·

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Retirement Wisdom helps you balance your retirement planning by attending to how you invest your most valuable asset – your time. No other podcasts cover the non-financial side of retirement planning as in-depth as our retirement podcast.

Here’s a recap of what we learned in the 3rd month of our 4^th season of The Retirement Wisdom Podcast talking with:

Chad Willardson on why it’s wise to plan holistically for retirement
Dr. Krystal Culler on why your planning should include cultivating brain health
Chris Mamula on an update of his lessons learned after retiring early at 41
Wendy Marx on reinventing yourself and how to build a new personal brand

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You can listen to the full conversations here:

Plan Holistically for Retirement – Chad Willardson

Practices for Brain Health – Dr. Krystal Culler

Lessons Learned in Early Retirement – Chris Mamula

How’s Your Personal Brand? – Wendy Marx

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About Retirement Wisdom

We help people who are retiring from their primary career – and aren’t done yet – discover what’s next.

A long retirement is a terrible thing to waste – and a meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how our Designing Your New Life coaching programs can help you make yours great.

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Explore retirementwisdom.com

Retirement Wisdom · Jun 14, 2021 ·

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Are you well-prepared for the transition to retirement and the life you want to lead? It’s one of life’s major transitions and it takes much more than money. Our guest, Mike Drak, shares his insights from his personal experience with his retirement transition and his recently released book Retirement Heaven or Hell.

We discuss:

The lessons from his retirement transition
What’s changed about retirement since he retired in 2014
The different stages of retirement
How someone can get to Retirement Heaven and stay out of Retirement Hell
How people find purpose in retirement
What the pandemic taught him about retirement
How people can foster new social connections and find their new tribe in retirement
His advice on planning for a great retirement

Mike joins us from Toronto.

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Bio

After a thirty-eight-year career within the financial services industry, Mike Drak experienced what he has now termed “retirement shock”. As a result, Mike spent the next 6 years doing research about retirement which resulted in his best-selling book “Victory Lap Retirement” based on his realization that full stop retirement doesn’t work for most people.

He most recently released “Retirement Heaven or Hell: Which Will You Choose?” which shares some of Mike’s personal experiences in retirement and highlights how people can design and transition to their own unique retirement lifestyle. This book also outlines the valuable retirement lessons learned from the pandemic and introduces nine retirement principles that can support creating a long, healthy, and fulfilling life.

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Wise Quotes

On Purpose & Attitude

“The biggest one for me was finding purpose, finding a sufficient purpose in retirement, so I wouldn’t get bored and I wouldn’t get frustrated, and I had a good reason to get out of bed in the morning. That took a lot of time. That was probably one of the most important ones, but there are other ones too that are equally important. If you think about the importance of relationships, that’s the key factor in focusing on your health, because without having good health, it doesn’t matter how much money you have, you’re not going to enjoy yourself in retirement. And having a good attitude is so important. It all comes down to how you look at retirement and what you think about it. If you think retirement is going to be great, odds are, it will be. But if you look at it as a terrible period, when you’re going to get old and it’s going to suck, well, guess what? So those are important things that I had difficulty with myself.”

On Planning for a Long Retirement

“People…think when you retire, you’re going to be the same person for 30 years. You’re not. You’re going to keep continuing to change and you’re going to keep becoming a different person over time. And it’s important to understand that and to know what kind of person you want to become because that’s where you’re going. And it’s still becoming someone different than you are before you retire. So you want to be able to sit down and say, okay, this is the kind of person I want to become. This is the lifestyle I want that person to enjoy and start putting those things in place because you’re setting yourself up for a 30-year payoff. And you got to do it right. And it’s, that’s why I say it takes a lot of planning, proper planning.”

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For More on Mike Drak

Retirement Heaven or Hell

Victory Lap Retirement

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Podcast Episodes You May Be Interested In

The Skill Set for Life’s Transitions – Bruce Feiler

From Finance to Becoming an Author – James Hockenberry

Believe In Yourself & Try Something New – Carol Cooke

Some Kind of Heaven – Lance Oppenheim

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

Successful Aging – Daniel Levitin

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About Retirement Wisdom

What’s next?

The pen is in your hands to write your next chapters.

But where do you start?

Start here.

Our coaching process, with a Certified Designing Your Life coach, helps you create your new narrative.

Build a roadmap to your future, driven by what matters most.

It’s time. Design Your New Life.

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Explore retirementwisdom.com

Retirement Wisdom · Jun 7, 2021 ·

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We all have that inner voice in our heads. In his book Chatter, psychologist Ethan Kross shares insights from his research lab at the University of Michigan on how our self-talk impacts our lives, our attitudes, our health, and our relationships. Chatter includes a range of valuable tools we can use to control our inner critic and tap into our “inner coach.”

We discuss:

His work at the Emotion & Self Control Lab at the University of Michigan.
What he learned about introspection from his father.
Stats on our inner voice and how often we talk with ourselves.
How chatter and negative self-talk impact people.
How our inner critic and inner coach work.
What happens when we bring our other relationships in the conversation, with things like venting.
How people planning for retirement can best deal with uncertainty and fear.
Tools he finds useful in managing our inner critic and accessing our inner coach.

Ethan Kross joins us from Michigan.

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Bio

Ethan Kross is one of the world’s leading experts on controlling the conscious mind. An award-winning professor and bestselling author in the University of Michigan’s top-ranked Psychology Department and its Ross School of Business, he studies how the conversations people have with themselves impact their health, performance, decisions, and relationships.

Ethan was born and raised in Brooklyn, New York. He attended the University of Pennsylvania, where he was elected to Phi Beta Kappa and graduated magna cum laude. After earning his Ph.D. in Psychology from Columbia University, Ethan completed a post-doctoral fellowship in social-affective neuroscience to learn about the neural systems that support self-control. He moved to the University of Michigan in 2008, where he founded the Emotion & Self Control Laboratory.

Ethan’s research has been published in Science, The New England Journal of Medicine, and The Proceedings of the National Academy of Sciences, among other peer-reviewed journals. He has participated in policy discussions at the White House and has been interviewed on CBS Evening News, Good Morning America, Anderson Cooper Full Circle, and NPR’s Morning Edition. His pioneering research has been featured in The New York Times, The Wall Street Journal, The New Yorker, Harvard Business Review, USA Today, The Economist, The Atlantic, Forbes, and Time.

Ethan is the author of the National Bestseller CHATTER: The Voice in Our Head, Why it Matters and How to Harness It, which was chosen as one of the best new books of the year by the Washington Post, CNN and USA Today and the Winning Winter 2021 selection for Malcolm Gladwell, Adam Grant, Susan Cain and Dan Pink’s Next Big Idea Book Club. CHATTER is scheduled to be translated into over 35 languages.

Ethan lives in Ann Arbor with his wife and two daughters.

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Wise Quotes

On Our Inner Voice

“…we do spend a significant amount of time in this world of words in our head. And sometimes those conversations we have with ourselves can be the source of a lot of joy. Like when you’re savoring, you’re going over, what happened like a positive experience that might’ve happened to you, or you’re imagining an accolade you might receive in the future. But we also spend a lot of time talking to ourselves in ways that can be really disparaging and make us feel upset. And that really captures this conundrum of self-talk. We have this inner voice that on the one hand can be this, this great source of wisdom and self-confidence and a wonderful coach. But on the other hand, we also have this inner voice that could turn into a really harsh critic…”

On Chatter versus Negative Self-Talk

“I think of negative self-talk and, in particular, I want to make a distinction between negative self-talk and chatter. And I want to make a distinction between them for the following reasons. Sometimes we say negative things to ourselves which can cause us to feel bad… That’s, I would argue, not a problem. It’s not a problem because negative emotions in small doses are actually quite adaptive. It’s useful. You know, when I screw up, when I say something bad to someone else at work, and I feel a little bit of guilt and remorse about doing that, I replay that conversation of my screw up in my head. That’s giving me information that I can learn from. That’s a learnable moment.”

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For More on Ethan Kross, PhD

Chatter: The Voice in Our Head, Why It Matters, and How to Harness It

Website

How well do you know your inner voice? Take this quiz and find out.

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Podcast Episodes You May Be Interested In

Tiny Habits Can Lead to Big Changes – BJ Fogg

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

Design Your Life and Get Unstuck – Dave Evans

Lifelong Learning – Michelle Weise

Life’s Big Decisions – Adrian Camilleri

How Can You Be Better with Age? – Alan Castel

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About Retirement Wisdom

What’s next?

The pen is in your hands to write your next chapters.

But where do you start?

Our coaching process helps you create your new narrative.

Build a roadmap to your future, driven by what matters most.

It’s time. Start here. Design Your New Life.

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Explore retirementwisdom.com

The Future of Global Retirement – Jodan Ledford

Bio

Wise Quotes

Bio

Wise Quotes

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Wise Quotes

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