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What are the Upsides & Challenges of Retirement for Solo Agers? – Sara Zeff Geber

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Retirement Wisdom · Jan 23, 2019 ·

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You may know that every day 10,000 Baby Boomers enter retirement. But did you know that almost 1 out of 5 Baby Boomers are childless?

In this episode, we talk on with Sara Zeff Geber, Ph.D., author of Essential Retirement Planning for Solo Agers, which was named by The Wall Street Journal as one of the six Best Books of 2018 on Aging Well.

Sara shares her insights on the unique upsides and challenges faced by Solo Agers and her perspective on the importance of flexibility. She also discusses strategies to avoid isolation and how Baby Boomers in retirement, especially those who are Solo Agers, can cultivate social networks in retirement.

Wise Quote:

On Social Support

“Solo agers need to also nurture their social support system all the way through life. If you find that your work has superseded that, and you haven’t paid enough attention to your social support system, then it’s time to really look around you and maybe start to actually make a physical diagram of who are the people around you, what what do they provide for you in the way of support and potential assistance. Sometimes there is work to be done.

Finding new friends, finding people to just hang out with now that you’re done with working life. That can be done in so many different ways. It can be done by finding interest groups, either through causes you believe in or hobbies or a part-time job. So many of our social system comes from the people that we work with when we’re early in earlier in life. When we’re in our 30s and 40s and 50s, a lot of people look around and say, “Wow, all my friends are people I know from work.” Well, that’s all well and good when you’re still working, but as you begin to look at relinquishing that work and saying goodbye, opening the door for a younger person to come in behind you, think about who’s going to replace that social network. It may take quite a bit of work for a solo ager that is kind of isolated or is maybe more of an introvert.”

Are you a Solo Ager? Nearly 1 in 5 Baby Boomers are. Listen to author and expert Sara Zeff Geber’s strategies and advice. Share on X

For more on Sara Zeff Geber:

Sara’s Latest Book

Sara’s Websites:

https://www.sarazeffgeber.com/

https://www.lifeencore.com/about/sara-zeff-geber

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Retirement Wisdom · Jan 21, 2019 ·

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Retire at 50? If you’re fortunate, you’ll reach a point where work is no longer driven by financial necessity. Then what?

In this episode of our retirement podcast, we’re joined by Stan Corey, author of When Work Becomes Optional. Stan offers his perspective on building emotional wealth, why retirement is not a single phase and what non-financial traps to avoid. A recent retiree, Stan shares his personal experiences transitioning to retirement.

What will you choose to do when work becomes optional? Author Stan Corey shares his ideas and advice. Share on X

Wise Quote:

“I think that the transition is probably more impacted by what your work has been, your profession. As I said, I think the transitioning seems to be more difficult for the higher income earners. I have other people who just can’t let go of that. And know a gentleman who’s in his late seventies and the president of the company. Basically I asked him about retirement. He says ‘that’s not a word that I think of. ‘He says ‘I’ll stop working when the board of directors thinks I’m no longer of value.’ And I felt bad for him. That’s putting your value based upon your position and it’s hard.

So a lot of times I think that people who are more modest in their working careers, I think they have a little easier time with that transition. But after that, it’s pretty much very similar, because it’s all based on activities, your health, a lot of other factors that will impact the other four stages (of retirement).”

For More on Stan Corey:

The Book:When Work Becomes Optional

Stan’s Website

Bio

Stan Corey retired from his financial planning firm in 2018 after almost 40 years of providing independent financial advice to individuals and closely held businesses. He has been a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®), and Certified Private Wealth Advisor® (CPWA). Mr. Corey has completed the Harvard Negotiation Institute Negotiation Workshop at Harvard Law. He has served as past President of NVMS in Fairfax, VA and co-wrote and taught a course for Mediator certification, “Economic Issues in Divorce” and has served on many local community service organization’s BODs.

He plans to continue consulting in family law matters working as the financial advocate for the less well informed; continue working with several multi-generational clients as a family financial adviser and assisting in estate settlements, continue writing and speaking to professional organizations on a variety of financial topics.

He published a book in January 2016, “The Divorce Dance”, a novel about a couple going through divorce where the women teaches the reader about the financial, emotional and legal issues involved as she researches her options. It became a Best Seller on Amazon. His second book, “When Work Becomes Optional”, was released in July 2018 and is receiving wide acclaim for his ability to present many topics facing all retirees as they move through their retirement stages and breaking down complex issues to be more understandable.

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If you have suggestions on topics you’d like to see us cover, please reach out to Joe Casey at joec@retirementwisdom.com

Balance Your Retirement Planning with Wisdom

Retirement Wisdom · Dec 11, 2018 ·

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Are people retiring earlier or later? What’s the retirement age in the US and how is it trending?

In this episode of our retirement podcast, we talk with Catherine Collinson, CEO and President of non-profit Transamerica Institute and Transamerica Center for Retirement Studies. Catherine is a retirement and market trends expert and champion for Americans who are at risk of not achieving a financially secure retirement. Catherine shares insights from their research on the key trends driving change for both older workers and employers.

Wise Quote:

“…We see so much resilience among workers in terms of their expectations and looking beyond traditional retirement. Led by the Baby Boomers and followed by Gen X and Millennials, workers are transforming retirement into something that’s really new and different and exciting compared to previous generations. Most notably, is retirement is no longer a proposition in which work and time for enjoying life are a mutually exclusive proposition.

Some workers even cite paid work as one of their retirement dreams, which is phenomenal. We would have never even asked that question a few years ago. We know that a lot of people want to work, but we never expected that three in 10 would actually cite some form of paid work as one of their dreams for their retirement.”

Retirement today continues to evolve. What key trends should you be up to speed on? Share on X

For more:

Transamerica Center for Retirement Studies

18th Annual Transamerica Retirement Survey

Follow on Twitter: @TCRStudies

Bio

Catherine Collinson is CEO and president of nonprofit Transamerica Institute and Transamerica Center for Retirement Studies. Catherine is a retirement and market trends expert and champion for Americans who are at risk of not achieving a financially secure retirement. She oversees all research and outreach initiatives, including the Annual Transamerica Retirement Survey. Catherine also serves as executive director of the Aegon Center for Longevity and Retirement based in the Netherlands.

With two decades of retirement industry-related experience, Catherine has become a nationally recognized voice on retirement trends. She has testified before Congress on matters related to employer-sponsored retirement plans among small business, which have featured the need to raise awareness of the Saver’s Credit among those who would benefit most from the important tax credit.

Catherine is regularly cited by top media outlets on retirement-related topics, speaks at industry conferences, and authors articles in leading industry journals. She co-hosts ClearPath: Your Roadmap to Health and Wealth on WYPR, Baltimore’s NPR news station. In 2018, Catherine was recognized as an Influencer in Aging by PBS Next Avenue for her work in continuing to push beyond traditional boundaries and change our society’s understanding of what it means to grow older. In 2016, she was honored with a Hero Award from the Women’s Institute for a Secure Retirement (WISER) for her tireless efforts in helping improve retirement security among women. In 2015, Catherine joined the Advisory Board of the Milken Institute’s Center for the Future of Aging.

Catherine is employed by Transamerica Corporation. Since joining the organization in 1995, she has held a number of positions and has identified and implemented short-and long-term strategic initiatives, including the founding of the nonprofit Transamerica Institute and its Transamerica Center for Retirement Studies. Prior to her employment at Transamerica, Catherine spent nearly a decade at The Walt Disney Company, serving in a number of information services and business planning posts. She volunteers for a number of community organizations and currently serves as a Trustee for the California Science Center Foundation. She is also an active member of the Scripps College Alumnae Association and serves on its Alumnae Leadership Council. Catherine earned her bachelor’s degree in British and American literature at Scripps College, Claremont, California, and her Master’s of Business Administration at the University of California, Irvine.

Noteworthy Article

Stick around for the brief Noteworthy segment where we discuss an article we think is worth your time.

This time we discuss:

This 75-Year Harvard Study Found the 1 Secret to Leading a Fulfilling Life: Here’s some wisdom gleaned from one of the longest longitudinal studies ever conducted.

by Melanie Curtin – Inc.

Like our Podcast?

The best way to support our retirement podcast is to take a moment and like it on Apple Podcasts. Thank you.

If you have suggestions on topics you’d like to see us cover, please reach out to Joe Casey at joec@retirementwisdom.com

Balance Your Retirement Planning with Wisdom

Retirement Wisdom · Nov 15, 2018 ·

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Living Your Life at the Pace You Want

Time management isn’t always the answer. Sometimes you have to take a step back and rethink how you’re living your life. In this episode of our retirement podcast, we talk with Yvonne Tally, author of Breaking Up with Busy: Real-Life Solutions for Overscheduled Women. We discuss Yvonne’s story, how being busy has become a status symbol today, even in retirement. And creating a different mindset can be a game-changer at any stage of life. Yvonne offers her insights on how technology and expectations can get in our way. She offers practical, yet powerful recommendations on actions you can take to cultivate a deeper connection in your life.

Our world has become a 24/7 whirlwind of activity and that doesn’t stop. With the buzzing of devices, packed schedules, and commitments, we can become blind to what truly matters most. And losing sight of that’s can have serious consequences as Yvonne shares in her personal story. Yet slower down to a saner pace of life offers a chance to take back control and appreciate what we value most.

Although her inspiring book is geared toward women, we found it to be very valuable as well, and highly relevant to transitioning to retirement or even in your life in retirement. Start living your life the way you want to and Break Up With Busy.

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UPDATE: The pandemic and lockdown life have a silver lining. It’s stopped the Merry-Go-Round for a while and given you an opportunity to step back and evaluate how you’ve been living your life. Yvonne’s advice is timely now. Is it time for you to Break Up With Busy in the New Normal?

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For more on Yvonne Tally:

Yvonne’s Website

Breaking Up with Busy on Amazon

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Related Podcasts You May Like:

We’re All Ageing. Are You Up for a Bolder Approach? – Carl Honoré

Why Settle for Happiness in Your Retirement? – Emily Esfahani Smith

Who Will You Be in Retirement? – David Ekerdt

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Stick around for the brief Noteworthy segment

This week we discuss:

The Problem of Being Overcommitted in Retirement By Glenn Ruffenach – The Wall Street Journal

We also touch on:

Saying ‘No’ is a Key Part of the New Retirement Skill Set By Joe Casey – Retirement Wisdom

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Balance Your Retirement Planning with a Bit of Wisdom

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About Retirement Wisdom

We help people who are retiring from their primary career and are not 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.

Retire Smarter. Schedule a call today to discuss how we can help you make yours great.

Retirement Wisdom · Nov 5, 2018 ·

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How Will You Navigate The Retirement Transition?

Today on our retirement podcast, we welcome Brendan Hare, author of From Working to Wisdom: The Adventures and Dreams of Older Americans. Upon retiring as a lawyer, Brendan invested two years interviewing 46 older Americans from a variety of backgrounds about their life stories. The book provides a rare look at the real stories of how people are navigating the transition to retirement and a bounty of valuable lessons learned that we can all benefit from.

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Bio

Brendan M. Hare is a recent retiree and the author of From Working to Wisdom: The Adventures ad Dreams of Older Americans. He lives outside Boston with his wife, near his three grown children.

Mr. Hare worked as a teacher, college economics instructor, and for over forty years, as an attorney. He served as chief litigation counsel for a Fortune 50 company and later as the founder and managing partner of his own law firm. For over twenty years, he built and guided a sizeable national law practice, with clients drawn from some of the largest corporations in America.

Few experiences have been as rewarding as this book project. He spent two years traveling the country, meeting new people, and listening to them discuss their lives and thoughts about growing older. Writing this book changed him profoundly. He hopes it will have a similar impact on readers.

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Wise Quotes

On What He Learned From Writing the Book

“We’re in charge of our own lives and always have the power and responsibility to choose our attitudes. The people in this book are elderly, but they speak to everyone, even to the very young. They made me realize that aging is not just a physical journey, not just a decline, but a psychological and spiritual journey as well. The quality, shape, and direction of which is entirely my responsibility.”

On The Role of Adventure in Retirement

“Adventure, however you define it, can help you through this period of transition. To successfully navigate this period of transition you have to go through a process of discernment when you’re seeing yourself from a new perspective and you’re re-ordering your priorities to match that new perspective. An adventure that involves risk does that because as one profile subject observed, “when mortality moves in, we get serious about life.” We shed all the unnecessary baggage: the ego and the materialistic focus. Risk reveals the fragility of life and deepens our commitment to living fully.”

On Ageism

“The consequences of ageism are real and very troubling. First, it sets up a dangerous loop: it tells seniors, Time has made you infirm, obsolete, and worthless. ….In response—as is natural—seniors feel pressure to accept and internalize this view of themselves, with disastrous consequences for their mental and physical health. Studies have correlated experiences of ageism with memory loss, cardiovascular sickness, low self-esteem, diminished will to live, and shorter life expectancies. All of this is staggering when we consider how widespread ageism is: Over seventy percent of American seniors report that they have been insulted or mistreated on the basis of their age. There is no reason to accept these attitudes. Our generation can proudly reflect on the many ways in which, together, we helped to shape popular culture, music, politics, and civil rights.”

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For More on Brendan Hare:

Brendan Hare’s book on Amazon (From Working to Wisdom: The Adventures and Dreams of Older Americans)

The From Working to Wisdom Website

About Retirement Wisdom

We help people who are retiring, but not 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.

Retire smarter. Schedule a call today to discuss how we can help you make yours great.

What are the Upsides & Challenges of Retirement for Solo Agers? – Sara Zeff Geber

Wise Quote:

For more on Sara Zeff Geber:

Wise Quote:

Living Your Life at the Pace You Want

For more on Yvonne Tally:

Related Podcasts You May Like:

Stick around for the brief Noteworthy segment

Balance Your Retirement Planning with a Bit of Wisdom

About Retirement Wisdom

How Will You Navigate The Retirement Transition?

Bio

Wise Quotes

For More on Brendan Hare:

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