The Retirement Wisdom Podcast

Why wait until the end of the year to recap the best episodes of this retirement podcast? In 2022, it'll be quarterly. I know you're busy and can't catch all the conversations. But you won't want to miss any of these. A lot of ground was covered in the first quarter of the year, including: How cognitive bias goes beyond financial matters - and why you'll want to think big about your future Why conventional thinking on retirement planning can get in the way of your future The best way to begin working on your worthy goals How to turn the stress of retiring into strength Why the second half of life can be the best half - if you get ahead of the second curve Listen to the full episodes from these links: 5. Think Big – Dr. Grace Lordan 4. An Economist’s Take on Retirement Planning – Larry Kotlikoff 3. How to Begin – Michael Bungay Stanier 2. Everyday Vitality – Dr. Samantha Boardman 1.  The Second Curve of Life – Arthur C. Brooks Interested in more wisdom? Scan all of the conversations in this retirement podcast here Miss the aBest of 2021? Listen here ____________________________ About Retirement Wisdom A 20+ year retirement is a terrible thing to waste. How will you invest your time after you leave the world of full-time work? Working with an experienced coach and a proven process can help you explore new options, test opportunities and create a portfolio of rewarding activities and interests. Beware of quick fix solutions. 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.  One and One and small group programs are available. Take the first step toward your new life today. ___________________________ 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. 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.

Michael Long, author of Taming the Molecule of More and co-author of The Molecule of More,  joins us to discuss the science of dopamine, why we're constantly chasing "more," and how understanding brain chemistry can transform our approach to retirement and finding meaning. Michael Long joins us from the Washington, DC area. _______________________ Bio Michael Long is a physicist, writer, and co-author of the international bestseller The Molecule of More (translated into 25 languages, 500,000+ copies sold) and the author of Taming the Molecule of More. As a playwright, more than 20 of his shows have been produced, most on New York stages. As a screenwriter, his honors include finalist for the grand prize in screenwriting at the Slamdance Film Festival. As a speechwriter, Mr. Long has written for members of Congress, U.S. cabinet secretaries, governors, diplomats, business executives, and presidential candidates. A popular speaker and educator, Mr. Long has addressed audiences around the world, including in a keynote at Oxford University. He teaches writing at Georgetown University, where he is a former director of writing. Mr. Long pursued undergraduate studies at Murray State University and graduate studies at Vanderbilt University. _______________________ For More on Michael Long Taming the Molecule of More: A Step-by-Step Guide to Make Dopamine Work for You Website: tamingthemolecule.com Books: The Molecule of More and  Contact: Available through website for book club discussions ______________________ Podcast Conversations You May Like Edit Your Life – Elisabeth Sharp McKetta The Stress Paradox – Sharon Bergquist, MD The Science of Longevity – Coleen T. Murphy _______________________ Mentioned in This Podcast Conversation The Molecule of More by Daniel Leiberman and Michael Long _______________________ 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 also 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 twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. 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 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has 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. _______________________ Wise Quotes On Dopamine as the "Molecule of More" "If you're not familiar with dopamine, you hear it's the molecule of happiness. It's the thing that makes you happy. You get that dopamine buzz. And it turns out he's a psychiatrist, of course. I'm a physicist. We're both accustomed to analyzing systems, looking at things in a big picture. Dopamine is not about happiness. It's nowhere near happiness. It is a promise-maker. It is a driver. It is a compound, a chemical in your brain, a neurotransmitter. And that's what we mean. It's just a chemical in your brain that drives you toward getting the next thing. And there are evolutionary reasons for this, of course. There are practical effects that happen. But until you understand that, there's a lot of insights about life that you need. simply can't quite get your arms around. And that's what led to this, the molecule of more. We thought if we're fortunate enough we can change the way people talk about dopamine and they no longer say molecule of happiness, they say molecule of more...We have to be wired for more in order to move through life in the first place. If we were just satisfied with the things around us, I'd never get up out of the chair, you know, and neither would you. We would be happy. But happiness isn't what moves us forward. Challenge is what moves us forward." On the Dopamine Buzz "So most things aren't salient to getting through the day. They're just wallpaper. But if something appears that is more salient than normal, we better pay attention. And that's dopamine's first job. It's to check for something that is more salient as soon as it gets your attention, and it might be useful, then your brain goes, okay, we better investigate. And that's that feeling you get. That's the dopamine buzz for real that says I better go find out what this is because it could be if you're a caveman Something to eat because I gotta kill and keep I gotta kill and eat in the same day You know or it could be something dangerous that I better avoid I better watch out for that and that worked pretty well for a long time but in the 21st century - Wow! That noise out there in the yard is probably the neighborhood fox running around. I don't need to get worked up about every new possibility that comes around and yet the 21st century is built on nothing but and if you think about media especially, it's about nothing. But can I get your attention with the slight promise of something better? That's the whole point of the internet and and commerce on the internet. That's the whole point of television commercials I hope one of advertising we're surrounded by this constant dopamine opportunity and it can drive us mad." On Neil Armstrong and the Moon Landing "Neil Armstrong walked on the moon and after he got back... someone asked him in an interview how did it feel... to be on the moon. And here's what he said, word for word, it was something we did. Now we should do something else. You see that the power of this chemical in our brain, it doesn't matter what you do. My friends, it's not going to make you happy forever." On Meaning "Aristotle said, if you want to find a satisfying life, and I can't believe that this wonderful formula is so easy to articulate, make a list of the things that you like to do. Then make another list. What are the things that you do well? Now, which actions, which skills and activities appear on both lists? Now we have a constructive way to spend our time, okay? But that's, as we say in physics, I'm not trained as a physicist, as we say, as mathematicians say, it's necessary but insufficient. Okay, so here's the other thing we need to do. We need to make a third list, and these are the things that Aristotle called virtues that we need to think about matter to us. And when I talk about virtue, I'm not talking about being good. I'm talking about things like love, truth, liberty, knowledge and its pursuit, grace toward others in the form of forgiveness, kindness. Now, we have a list of things that we love to do that we're good at, and we have a list of virtues that matter to us. Pick out the two or three that matter most to you. What of those activities advance the virtues that mean something to you? And these are the things that we should do. Now, again, another caveat. If you're thinking that virtues are all about big ideas that change the world, erase that."

Two New Designing Your Life groups kicking off in January 2026 is coming soon. Is It Time to Design What's Next?. Learn more and sign up today Early registration discount ends 12/15 "Now I know what I'm retiring to." _________________________ What if everything you've been chasing in your full-time working years—the promotion, the bigger paycheck—hasn't been leading you toward the life you really want? Today's guest, Jon Rosemberg, knows this tension firsthand. After 25 years of climbing the corporate ladder and finally "making it", he found himself in a heated Zoom call, heart racing, feeling trapped—until a moment with his kids playing Legos changed everything. Within two weeks, he left his job, went back to school, and wrote A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning, a roadmap for moving from survival mode to genuine fulfillment. In this conversation, Jon reveals the crucial difference between success and thriving, why thriving is both a choice and a skill set, why discomfort is essential for growth, and how the beliefs we carry shape every choice we make—especially as we approach retirement. If you feel stuck on the hamster wheel or are wondering what comes next, this episode offers a fresh lens on what it means to truly thrive. Are you in Survival Mode? Take Jon's quiz Jon Rosemberg joins us from Toronto. ___________________________ Bio Jon Rosemberg empowers leaders and organizations to shift from survival mode into thriving. With 20+ years of expertise in leadership development, coaching, organizational transformation, and workplace culture, Jon combines real-world business insight with cutting-edge research to help people reclaim their agency and find meaning. Jon has successfully led high-impact initiatives at Walmart, Procter & Gamble, Indigo, and GoBolt. He holds an MBA from Cornell University, a Master of Applied Positive Psychology from the University of Pennsylvania, and advanced certifications in leadership, coaching, and complex negotiations. As CEO of Strongpoint Group and co-founder of Anther, Jon guides individuals through powerful personal transformation with clarity and confidence. Originally from Caracas, Venezuela, Jon’s journey to thriving has taken him from New York and Montreal to Toronto, where he lives with his wife, Adriana, and their two sons. _____________________________ For More on Jon Rosemberg A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning Website LinkedIn ______________________________ I’m Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com ______________________________ Podcast Episodes You May Like The New Happy – Stephanie Harrison Living Like You Mean It – Jodi Wellman Everyday Vitality – Dr. Samantha Boardman ________________________________ 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. ______________________________ Wise Quotes On Surviving versus Thriving "You feel like you're putting out fires, like you're just moving from one thing to the next. And it's very hard to see a lot of options. So that's a really good way to define survival mode.  Now let's try and define what thriving is not. And I think what thriving is not is success. And we've often confused thriving with success. I would say success is often measured by money, status, and power. These are three things that we're all very familiar with, especially because we live in a system that it's meant to help us be successful. I'm sure many of your listeners experience most of their lives trying to accomplish these extrinsic motivators that are the success motivators, money, power, and status. Thriving on the other hand is a little bit different. Thriving is about agency, meaning, and connection. And when I mean connection, I mean human connection, connecting with other people. Those are kind of like the three big intrinsic motivators of thriving." On Agency "Agency is a skill. It's not an innate thing that we're born with. It's something that we develop. It's like going to the gym, like doing strength training to get more muscles. Agency is also a developed skill. And as I went deep into the research, I found three things that kept coming up and I synthesized them in an acronym, which is AIR, A-I-R, which stands for Awareness, Inquiry, and Reframing." On Negativity - and Hope "We find ourselves today, because we're surrounded by so much negative information and constantly bombarded by negative information, we tend to our negativity bias, which is this kind of survival mechanism. And by the way, every second we're exposed to about 10 million, between 10 million and a hundred million stimuli. Every second we're exposed, and only about 10 to 50 of those make it into our conscious awareness. And of those 10 to 50, not 10 or 10 to 50,000, just 10 to 50 of those bits of information actually make it into our conscious awareness. And of those, the ratio is about, by some estimates, nine to one of negative to positive. So what I'm suggesting with this idea of positive prospection is hope, really. It's this idea that if we can be hopeful about the future, then we can create that future. If we give up and there's no hope, then it's very difficult. If we're in that hopeless state, which is very much correlated to survival mode, then it's much harder to do that."

Two New Designing Your Life groups kicking off in January Retirement by Design: Create a meaningful roadmap for what’s next. Early registration discount ends 12/15 Limited to 10 spots per group Learn more and sign up today  __________________________ Should you hire a Financial Advisor or do-it-yourself ? Glenn Frank rejoins us with some food for thought. __________________________ Just Asking for a Friend... Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _____________________ Bio Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.   Professor Glenn Frank is a partner at https://www.frankandflanagan.com . Glenn’s college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He has been interviewed by the Wall Street Journal, Reader’s Digest, Financial Planning, The Boston Globe,  and various other media outlets. _________________________ For More on Glenn Frank Current monthly workshops: "DIY or Advisor", "How to Build a Lifetime Portfolio" and "Finding a Balance between Time, Money and Joy". Links can be found at Time, Money and Joy.com (no registration required, extensive slides and resources provided). _________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Purpose Code – Dr. Jordan Grumet The Good Life – Marc Schulz, PhD ________________________ 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. _________________________ 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. ________________________

Two New Designing Your Life groups kicking off in January Your Future, Designed: Turn curiosity into action with design thinking.  Early registration discount ends 12/15 Learn more and sign up today   Limited to 10 spots per group ________________________ What does it mean to age with agility? Dr. Michelle Pannor Silver, University of Toronto professor and author of Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age , rejoins us and shares what she discovered after studying everyone from retired Olympians to octogenarians in their best shape ever. Her core messages may flip your assumptions about aging, exercise, and body image. You’ll hear how elite athletes taught her about the power—and pitfalls—of lifelong discipline; why negative role models can be surprisingly motivating; and how small, practical habits like brushing your teeth with your non-dominant hand can strengthen both your body and your brain. If you want to thrive as you age, her insights will inform and inspire you. Michelle Pannor Silver joins us from Toronto. ________________________ Bio Michelle Pannor Silver is a Professor at the University of Toronto and author of numerous studies on aging. Her first book, Retirement and Its Discontents, draws from in-depth interviews she conducted with people whose departure from their life’s work meant losing a core and fundamental component of their personal identity. Her second book, Aging with Agility examines how our perceptions of aging shape the way we take care of our bodies. Her work calls attention to ageism and societal loss while highlighting the personal struggles that can be arise when there is a mismatch between personal identity and social expectations about age. Michelle received her PhD from the University of Chicago and completed undergraduate degrees at the University of California Berkeley. ________________________ For More on Michelle Pannor Silver Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age Website __________________ Michelle Pannor Silver's Previous Visits If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver The Retirement Roundtable III __________________ Podcast Conversations You May Like The Stress Paradox – Sharon Bergquist, MD The Benefits of a New Challenge – Joe Simonetta The Joy of Movement – Kelly McGonigal _________________________ I’m Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _______________________ 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. ________________________ Wise Quotes On Aging with Agility "Aging with agility means understanding, accepting, embracing, and taking care of the body that you have. And by understanding, I mean understanding that that body will change and that your job is to keep up with that body and to understand that you're probably going to live longer than you think. And the goal is to carve out ways to live and to thrive. That's aging with agility." On the Value of Negative Role Models "...learn to adapt to your body, that that was another real takeaway, was just that it's a journey. It's a process to find that acceptance and then to use it to help yourself thrive. So, we all have different perceptions about aging. And I think that's really important to acknowledge, not just gender differences, but, women have different perceptions about aging from men. There's a ton of heterogeneity in the way that people perceive aging and the ways that that impacts them. And one really interesting takeaway, I think, is this idea that negative role models can be really strong." On Learning to Anticipate "...learning how to anticipate that there are things that we all inevitably will do. We will all fall if we're able-bodied enough to be walking. Those of us who are not able-bodied enough to walk, there's other ways that we need to think about things, but we will all fall. And to think about how to, how to do that in ways that we're not going to like hurt ourselves before we need to unnecessarily. But I think that was another practical lesson is thinking about, not fearing what's going to come next, but finding ways to anticipate that changes are coming. And there are practical ways that we can mentally, compartmentalize and mentally prepare ourselves in ways that are optimal that are going to help us embrace those changes better. And then there's also physical things that we can do, depending on what our abilities are." On the 80/20 Rule "So we're talking Pareto principle, so the idea is that like 20% of the peapods generated 80% of the peas. So the idea is identify what is most important to you. Is it not falling? Is it looking a certain way? Is it being able to move with more capacity? And I think the idea is you want to, so like, most our outcomes, they come from a small number of causes, and a small number of actions. So to be efficient, I think part of that is filtering out all the extra noise, all the ideas from society that at X age, you need to look a certain way." _________________________ 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.

I’m Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com --- What really makes for a successful retirement? Financial readiness is only part of the story. After decades in the financial planning world, Joseph Maugeri, a CFP professional and former executive at the CFP Board,  knew what to expect. But when he stepped into retirement himself, he was surprised by  the mental and emotional transition to retirement. In this episode, Joseph shares the lessons he’s learned firsthand—what surprised him, what helped him adjust, and the SHELF framework he built to stay balanced and purposeful in retirement. If you’re planning your own transition or supporting someone who is, Joseph’s insights will help you navigate it with more confidence, patience, and optimism. Joseph Maugeri joins us from Pennsylvania. ___________________________ Bio Joseph V. Maugeri, CFP®  joined the CFP Board in 2011. Prior to his retirement, he was the Managing Director, Corporate Relations, focused on continuing to strengthen and enhance the organization’s connections within the financial services industry. His responsibilities include the growth of CFP® professionals among all channels, marketing initiatives, product development and membership on the Executive Leadership Team. Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business. __________________________ Two New Designing Your Life groups kicking off in January Early registration discount ends 12/15 Learn more and sign up today  Limited to 10 spots per group __________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin Retiring: Creating a Life That Works for You – Teresa Amabile The Balancing Act in Retirement – Stew Friedman ___________________________ Mentioned in This Episode Let's Make a Plan - Find Your CFP®  Professional ___________________________ 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. ___________________________ Wise Quotes On Resilience & Retirement "People who retire well, I believe, are also resilient. They have handled setbacks in their life and they know and expect that not everything will go perfectly, but their ability to handle and recover from setbacks helps them bounce back. The people who struggle in retirement are in many ways the opposite. They maybe haven't had time to think or plan about retirement and they may have a failure of imagination about the possibilities, and they also may not have the emotional traits that help them through some of the changes in variable setbacks that they're going to encounter. They know retirement will be a big change, but they're unsure how they'll handle the change and they may not be seeing the upside and opportunities they will have. People in many ways are strangers to themselves. Retirement's a way that we're forced to confront who we are and what we're going to do with the remainder of our lives." On The SHELF Framework "A few months into my retirement, I realized I needed some structure, something to help me stay focused on the right things each week. I wasn't looking for a formula for happiness or purpose, those are kind of abstract, and I felt those are more outcomes that take time to achieve. I wanted something more like a roadmap to follow that hopefully leads to those outcomes, if that's makes sense. And that's how the SHELF framework came about. It's something I can pull off the shelf whenever I need to get balance in my life. So,  the S is for socialization. There's a large body of research that says that socialization can improve your mental and physical health and may even help you live longer. So I make it a point to stay connected, keep in touch with former colleagues... And the second part of the acronym is Health,  I think this is pretty straightforward. We can live 25 or 30 years in retirement. It's not like it was 100 years ago. So staying active is key. And that means regular exercise eating better, periodic checkups, good health, gives you more energy and it keeps you exploring the world, the future self. E is for Experience. We love to travel, and a couple of months ago,, we made a trip to the Canadian Rockies, which was stunning. But experiences don't have to be big trips, it can be a concert, a movie, a dinner with friends or family, which also gets you points for socialization. And your goal is to keep adding those moments of awe and joy to your life. And those little moments are important. L is for learning. I've always believed in lifelong learning, it keeps your mind sharp and your curiosity alive. In addition to the classes, my wife and I take, we're also enjoying reading, going to a lecture, and  I joined a book club. She's joined one as well. So that's important. And then the last is F and that's Finance -  my career for the CFP Board,  I can't forget finances. If they're managed well could be something that really gives you mental well being. When you don't have enough to retire, it's a stressor. So, having a plan you trust, brings peace of mind. We work with a financial advisor and it helps us feel secure and allows us to focus, you know, more on living than wearing. So that's my SHELF system. It's not complicated. But it's something I put together and it helps me check in on what really matters. staying connected, health, curiosity, and being grounded. Everyone's vision I think will look a little different, but for me, it's been a simple and practical way to stay balanced in retirement." On Selecting a CFP® Professional "The CFP Board has a great website, where you can search for CFP® Professionals and filter based on various criteria. It's a good place to start: cfp.net. But advisors are also required to supply disclosures that answer many questions. But it's always good to hear it in the advisor's own words. So, you know, once you meet with an advisor, I think there's four key questions I'd recommend asking. The first one is, what's your financial planning process? Will you create a written plan? How often will we review or update it? The second would be what areas do you cover and not cover? Sometimes that's a surprise to clients. Do you include taxes? Really important in retirement planning, estate planning, or employee benefits, or do you focus mainly on the investments? So the third would be, how do you get paid? This is an uncomfortable question. Many people do not like to ask, but it's an important one. Yes, the disclosures will have it. But for the average person, understanding these disclosures could be they're written by lawyers and it's very difficult to understand. So have the advisor explain how they get paid and make sure you understand, you know, when they charge, you know, whether they charge asset based fees, commissions, flat fees, or a combination. And then I guess the last question would be CFP professionals are required to act as a fiduciary. Sothe CFP professionals, should be able to articulate and clearly explain what that means in practice. So understanding that, what differentiates me and what it means to be a fiduciary. So if you get thoughtful, transparent, and I think detailed answers to these questions, you'll have a good sense of whether that advisor is the right fit for you." ___________________________ 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.

What if your brain’s health in retirement depended as much on who you see as on what you eat or how you move? Neuroscientist Dr. Ben Rein, author of  the new book Why Brains Need Friends: The Neuroscience of Social Connection, joins us to reveal how social connection shapes your brain. He explains why isolation is as toxic as chronic stress, how friendship fuels brain resilience, and why your dog might be one of your best wellness allies. In this e, ye-opening conversation, you’ll learn how staying socially engaged literally protects your brain from decline, the science behind “nature’s medicine” — oxytocin — and practical ways to rewire your social habits for longevity, joy, and emotional well-being. If you’ve ever wondered why friendships matter more than ever in retirement, this episode will change the way you think about your brain — and your calendar. You'll learn: Why social interaction is a fundamental pillar of brain health, as critical as sleep and nutrition - and what happens when we don't get enough of it The invisible pattern of retirement isolation: how time spent alone steadily increases while connections with coworkers, friends, and family decline simultaneously Why text-based communication doesn't satisfy your brain's need for connection (and what to do instead to restore the social cues your brain craves) The surprising neuroscience behind why dogs are so good for us—and how they activate the same brain reward systems as human connection Two scientifically-proven exercises you can start today to train your empathy and strengthen the brain regions associated with compassion and social connection Ben Rein joins us from Buffalo, New York. ____________________________ Bio Ben Rein, PhD, is an award-winning neuroscientist, chief science officer of the Mind Science Foundation, adjunct lecturer at Stanford University, clinical assistant professor at SUNY Buffalo, and a renowned science educator. Dr. Rein’s research focuses on the neuroscience of social interactions, and outside of the lab he teaches neuroscience to an audience of more than one million social media followers. Dr. Rein and his research have been featured on major media outlets including Entertainment Tonight and Good Morning America, and he has received awards from the National Academies of Sciences, Engineering, and Medicine; the Society for Neuroscience; and elsewhere. _____________________________ For More on Ben Rein Why Brains Need Friends: The Neuroscience of Social Connection Website You Tube Channel ______________________________ Mentioned in this Podcast Loving Kindness Meditation Affect Dyad excercise ______________________________ Podcast Conversations You May Like Our New Social Life – Natalie Kerr & Jaime Kurtz The Laws of Connection – David Robson The Self-Healing Mind – Gregory Scott Brown, M.D _______________________________ 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. ___________________________ Wise Quotes On Why Social Interaction is Essential "As a social neuroscientist, so I have spent a decade studying the biology of our interactions and not just in my own studies, but in reading a ton of literature, there is so much science out there on this. Basically, interacting is really, I consider it a fundamental pillar of wellbeing. And that goes for throughout the entire lifespan. But I think there are especially sensitive periods where we really need interaction. And that is early life. And that is also late life. In early life, it really shapes the development of our brains. And in late life, it sustains the health of our brains." On the Hidden Crisis of Retirement Isolation "The data show that as we get older, the number of hours we spend alone continues to rise. And similarly, imagine if the amount of fast food you ate went up steadily as you got older, or the amount of hours you slept went down steadily as you got older. We would be pointing at this and saying, oh gosh, this is really not bad. 75 year old people are not sleeping. They are eating fast food. This is super bad for their health, but we are not really looking at the social component of it. And that is why I really point to it and say this is something that actually I think has to be a need-to-have because it is really significant for the brain and body." On the Nightmare That Changed His Life "That was the first time where I realized I am interested in the organ behind the behavior. I mean, what incredible computational power to be able to do that, that same computational power is behind all those behaviors that I am interested in from a psychology viewpoint. I cannot ignore this anymore. I need to change my major. And I did. And what is funny is the reason I shared the story of The Nightmare is because I actually think it reflects my brain playing out an undesirable future where I do not listen to that inner voice. And I end up in a career that controls me and does not let me do what I want. And I feel distorted. My identity is distorted. And I think that was sort of my subconscious trying to tell me, wake up. It is the brain. Study neuroscience."

What if retirement isn’t the end of something — but the beginning of something better - and deeply meaningful? Dr. Susan Reid thought she was ready for her next chapter when she retired early from her career as a university professor. But within weeks, she realized she’d gone from 100% full throttle to zero — and felt adrift. That awakening led her on a powerful journey to re-vision retirement — for herself and for the millions of others who feel they’re “not done yet.” In this conversation, Dr. Reid shares the insights from her research and personal experience — about identity, purpose, and how to craft a clear vision for the next phase of life. You’ll hear how to move from “what am I leaving?” to “what am I moving toward?” and how meaning, contribution, and joy can fuel a longer, healthier, and more fulfilling life after you leave full-time work behind. If you’re planning your own next act — or helping someone who is — this episode will change how you think about what comes next. Susan Reid joins us from Halifax. _____________________________ Bio SUSAN REID is an award-winning expert on the topic of vision. Until 2021, Susan was a tenured professor of marketing and entrepreneurship at Bishop’s University in Lennoxville, Quebec. As a teacher, researcher, and keynote speaker, she works at the intersection of marketing, innovation, and user-focused design, with an in-depth focus on the topic of vision, particularly for older adults and entrepreneurs. Her book on Entrepreneurial Vision: A guide for charting and implementing the vision process (co-authored with Charles Crawford). Susan is also the co-founder of Domaine Pinnacle, a pioneering Canadian producer of craft ciders and spirits. When she retired at age 57, after years of helping businesses and individuals develop their visions, Susan realized, to her surprise, that she had not set a vision for her own retirement. This led her to develop a workbook (Re-Visioning Retirement) for people just like her. Susan holds a Bachelor of Science degree from Queen’s University, an MBA from McGill University, and a Ph.D. from Concordia University’s John Molson School of Business. _____________________________________ For More on Susan Reid Re-Visioning Retirement: A Workbook Website ______________________________________ Podcast Conversations You May Like Joyspan – Kerry Burnight, PhD The Power of Reinvention – Joanne Lipman When Will You Flip the Switch? – Dr. Barbara O’Neill Make Your Next Years Your Best Years – Harry Agress, MD ________________________________________ 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. ______________________________ Wise Quotes On Retirement and Meaning “Most people after they retire feel like they’re not done — they want to create meaning, but many don’t know how to go about it.” On Transitioning to Retirement “I went from 100% full-out work to 0% in just a few weeks. That was a real eye-opener — and it made me realize how many others feel the same.” On Vision “Vision is a cinematic preview of the world you want to see. When you hold a clear vision, you stack the deck in favor of success.”

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 ____________________________ What does it mean to live life fully — without any unfinished business? Today’s guest, Diane Button, knows the answer. As a compassionate end-of-life doula and author of What Matters Most: Lessons the Dying Teach Us About Living, she’s spent years walking beside people at the end of life — and she’s learned lessons that help all of us live more fully right now. In this podcast conversation, Diane shares what she’s learned about forgiveness, gratitude and legacy — and how each of us can create peace long before the final chapter. You’ll hear touching stories of regret, reconciliation, and joy — including how one man’s “joy counter” became a simple but profound reminder to notice beauty in everyday moments. If you’ve ever wondered how to live more intentionally, strengthen your relationships, and make sure nothing important is left unsaid — this episode will move you, inspire you, and change how you think about how you want to use your time. Diane Button joins us from California. ________________________ Bio Diane Button is a founding partner of the Bay Area End-of-Life Doula Alliance in Northern California, a frequent podcast guest, and best-selling author of several books related to end-of-life, meaningful living, and the growing impact of death doulas worldwide. She is an instructor at the University of Vermont’s End-of-Life Doula Certificate Program and was a former board member of the National End-of-Life Doula Alliance (NEDA). She holds a master’s in counseling psychology from Goddard College in Vermont. Her master's thesis, The Components of a Meaningful Life, became the genesis for her life's work of supporting people to find meaning, comfort, joy, and peace in life and in death. Diane’s best-selling books have been featured on numerous programs and podcasts, inspiring others to leave a meaningful legacy. Her other books include the best-selling titles Dear Death: Finding Meaning in Life, Peace in Death, and Joy in an Ordinary Day which combines the insights gained from her research on "The Four Pillars of a Meaningful Life," with over a decade working with hospice and doula clients in their final days and The Doula Tool Kit: The Complete Practical Guide for End-of-Life Doulas & Caregivers, which was co-authored by Angela Shook and Gabby Jimenez. In October of 2022, during the pandemic, Diane wrote an article that went viral article for Maria Shriver’s Sunday Paper that remains widely-read and one of their most popular articles. What Matters Most: Lessons the Dying Teach Us About Living is her latest book, written at the invitation of Maria Shriver and published by Penguin Random House. Diane is also a breast cancer survivor. Immediately following her diagnosis of breast cancer at 48, Diane and her young children established the nonprofit Dream of a Better World. Through grassroots fundraisers and local events, they have supported underserved children and families around the world. Their motto is: “You’re never too young or too old to make a difference!” _________________________ For More on Diane Button Website What Matters Most: Lessons the Dying Teach Us About Living __________________________ Podcast Conversations You May Like The Well-Lived Life – Dr. Gladys McGarey Live Life in Crescendo – Cynthia Covey Haller The Inspired Retirement – Nathalie Martin __________________________ 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. __________________________ Wise Quotes On What Matters Most "Death is just one day. All the other days are for living fully.” On Unfinished Business "Just being in the moment, which means pausing which means looking people in the eye, which means having deep conversations...not being afraid to say how I feel to have to live my life with a clean slate - so that I don't walk around carrying unfinished business with people. More than anything, I say I'm sorry. I say I love you. I say thank you. I show up for my friends and people in my life so that if this were my last day everybody knows that I love them and everybody knows that I'm sorry for the things that I've done. I think it's really important because if we don't say the words now they build up and at the end of life it can be just so excruciating to watch somebody who hasn't healed something from their past scrambling to get it done at the end of life. So I think I've learned that lesson and I really try to stay on top of that." On Joy “The real beauty of life lies in the simplicity of an ordinary day — the coffee on the porch, the laughter, the quiet moments. That’s where joy lives.”

What if doing less could actually give you more? Author and minimalist Christine Platt, known as The Afrominimalist, joins us to explore how letting go of clutter—physical and emotional—can lead to a life of greater intention, peace, and purpose. Her new book, Less Is Liberating, challenges the myth that our worth is tied to our busyness or possessions. In this conversation, Christine opens up about her own transformation—from attorney, federal government leader, to writer and minimalist—and shares how living with less helped her rediscover herself after parenting, career, and overwhelm. If you’ve ever struggled with the question “Who am I now?” or felt burdened by the weight of “shoulds,” you’ll want to listen closely. This episode is about redefining freedom—not just freedom from, but freedom for—the life you truly want in retirement. Christine Platt joins us from Washington, DC. In This Conversation, You’ll Learn: - How Christine’s minimalist journey began—and what she discovered about consumerism and identity. - Why overwhelm became her “baseline” and how she learned to listen to her body’s warning signs. - What the “five wells” of wellness reveal about balance and self-care. - How limiting beliefs form—and how they shape our behavior long after we leave work. - The powerful distinction between freedom from and freedom for in retirement. - How to reclaim your time, your energy, and your sense of self. _______________________ Bio Christine Platt is the author of Less Is Liberation: Finding Freedom from a Life of Overwhelm. a multi-hyphenate, multi-genre author whose work centers the journey of personal liberation—inviting readers to examine, release, and reimagine the narratives that shape their lives. From adult fiction and lifestyle to children’s literature and cultural commentary, Christine’s expansive body of work defies genre limitations by centering an empowering throughline: understanding and achieving personal liberation. With each book, Christine affirms what she knows to be true: liberation is not a destination—it is a way of being. And through the power of storytelling, she helps others find their way. Christine holds a Bachelor of Arts in Africana Studies, Master of Arts in African and African-American Studies, and a Juris Doctorate from Stetson University College of Law. _______________________ For More on Christine Platt Less Is Liberation: Finding Freedom from a Life of Overwhelm Website _______________________ Podcast Episodes You May Like Keep the Memories, Lose the Stuff – Matt Paxton The Joy of Saying No – Natalie Lue Stop People Pleasing – Hailey Magee ________________________ 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. ________________________ Wise Quotes On Overwhelm "When overwhelm is your baseline, you’ve stopped listening to your body. The work is learning to pause and ask: which of my wells needs care right now?” On Becoming an Empty Nester "I realized I'd spent the majority of my adulthood mothering.It was like all I knew how to do. And so when our daughter went off to college,there were times that the the silence and the space felt very unsettling, right? When, as a writer, you have a project you're always head down, it's kind of siloed anyway. But when you don't have a project, it's even more quiet. And I just found myself like, filling, filling, trying to just fill that space. And coming to ultimately realize that overwhelm was kind of my baseline, like my body didn't know, it felt unfamiliar to not be overwhelmed. And like, Man, I should be doing something, I should be doing something. And then I was doing too much. On Less I feel like [less] is a word that unfortunately has gotten a bad rap. I hope this book Less is Liberation: Finding Freedom from a Life of Overwhelm will give it a rebrand. But I feel like we tend to associate that word with scarcity, with loss, with lack - it has like a negative connotation. And almost because we never really fill in what comes after that, which is, it does leave you room for so much more of what you want and enjoy." On the Five Wells of Wellness "She explained to me the five foundations of wellness. And she said, we look at your physical health - how are you? How's your body? How's your movement? How are you resting? How are you eating? We look at your mental health. Are you problem solving? Are you processing new information? Are you reading a book? Are you listening to an amazing podcast, and learning something new each day? We look at your emotional health, are you able to emote? Do you feel your feelings or do you suppress them, escape them, or try to outrun them? And she said, we look also at your social health. What's your friendship circle like? What are your interpersonal relationships like? And then we look at your spiritual health, which is less about religion and more about how are you feeling? What contributions are you making to the world? Are you doing meaningful work? Have you done meaningful work before you retired? What do you want to do now in terms of volunteering? And she said,  this is not, you know, alternative medicine. This is traditional medicine, I am a licensed medical doctor. And this is the diagnostic tool that we use. And she said, if any one of those areas of health is deemed in need of care, it can be anything from you're not getting enough rest. If you're just your physical health is deemed off." On Identity and Freedom "...as opposed to just, how can I just fill up my calendar? Do I need to be saying yes to everything? I love that you asked about those two facets of freedom, because I think it goes so well with the debt identity. For so long, our careers are a big part of our identity. For so long, mothering was a big part of my identity. And so I didn't really have the freedom of identity to just be Christine. I didn't even know what that looked like. There were some people that didn't even know my name, I was just Mala's mom. And so, it really becomes a big part of your identity. And then all of a sudden, you're retired, you have this time. You don't have the sort of tethering to some of the titles and responsibilities that came with the work that we did. And you just find yourself almost kind of floating, like, who am I? And so that identity really allows us to think about this life that we're seeking freedom for. And I feel like this is the first time probably since I was a young woman, that I belong to myself. A lot of the beliefs, behaviors, and identities that we know aren't serving us anymore." On Overcoming Fear "There's, there's fear that is there.Usually like what's at the crux of it is fear, you know, and I talked to folks that are decluttering their homes for the first time and letting go of things for the first time. There's a very real fear of: What if I still need this? What if I let this go and it's a mistake? When it comes to our identities and beliefs, it's a very real fear. How are people going to perceive me when I'm no longer the person who is so helpful? And it was a very painful experience to see how many of the relationships in my life were transactional...and which are genuine connections."

What happens when a sleepless baby, a Victorian fixer-upper, and a vineyard come together? For Richard Moran, it sparked a multi-year journey of transformation—from corporate boardrooms to wine country. Along the way, he discovered lessons about serendipity, risk-taking, family, and building a place that lasts for generations. In today’s conversation, Richard shares his story of balancing a high-flying consulting career with the slower rhythms of grapevines, why creating a family gathering place matters in retirement, and the life lessons he lives by. _______________________ Bio Richard Moran is the author of The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country. Besides being a winemaker and a preservationist, Richard Moran’s background includes serving as a CEO, a college president, a venture capitalist and an author he is an authority on workplace issues and hosts a weekly radio program on KCBS, "In the Workplace" and has written ten books about management. Rich has also served as a director on public and private corporate boards. He lives in California’s Wine Country. Moran has served as a CEO, a college president, a venture capitalist, and a top-level consultant. He is a set of one. He has worked for or with some of the world’s leading organizations including Accenture, Apple, News Corp, American Airlines, PG&E and many others. He prides himself on his matter-of-fact manner of consulting and believes that many parts of the business world are needlessly complicated. Moran holds a Ph.D. in organization behavior but his work is not academic. Research is important but he believes what is just as critical are the observations one can make by being in the “trenches” _______________________ For More on Richard Moran The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country _______________________ Podcast Conversations You May Like Take the Detour – A Second Act Story – Melissa Davey The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta _______________________ 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. ____________________________ Wise Quotes On Transitioning to a New Life "I was on a conference call with a big time CEO and I was trying to do two things at once. I was clipping grapevines at the same time. And the CEO said, what's that noise? What's that noise? And I knew right then that I had switched, I had gone to the country where life is a little simpler than it is trying to meet flights and put together a PowerPoint presentation." On Creating a Place People Want to Visit "What we wanted to create was a place and we created it. This place is still alive. We didn't make it into a museum. We live here. And I think finding a place for you and your family at any time in your life, but especially as you grow older where you want people to come visit, you want people in retirement to come and say, Hey, I want to visit. We don't want to—I don't want you to drag your ass here just because you're my grandpa. I want people to come visit and they do." On Intentions "Actions follow intent. If you know what your intentions are, then you know what your actions are that might lead to that intention."

I’m Just Asking for a Friend Retirement brings so many questions! Share yours (for a friend, of course...) Click here to leave a voice message or email me at joec@retirementwisdom.com ____________________________ What if the secret to a longer, healthier, and more purposeful life isn’t about diets or exercise routines, but about connection, purpose, and how we approach aging itself? In this conversation, Ken Stern author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives.  He shares powerful lessons from his travels across Asia and Europe, where he studied some of the most vibrant societies with a track record of longevity. From intergenerational living to lifelong learning, Ken challenges the way we think about retirement and shows how our later years can be a time of renewal, engagement, and meaning. If you’ve ever wondered how to thrive in the decades ahead, this episode will give you a fresh perspective—and the motivation to design your own path. Ken Stern joins us from Washington DC. _________________________ Bio Ken Stern is the Founder of the Longevity Project, which fosters public conversation on the impact on longer lives on civil society, and engages a global audience through events, research and newsletters. Stern is the host of the award-winning podcast Century Lives, from the Stanford Center on Longevity. Stern is the author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives. He has also been a regular contributor to a diverse group of publications such as Vanity Fair, The Atlantic, and Slate. He is also the CEO of Palisades Media Ventures, a Washington D.C. thought leadership company. Stern was previously the CEO of National Public Radio. Prior to joining NPR, Stern was a senior executive in American International Broadcasting, beginning his media career with Radio Free Europe/ Radio Liberty in Munich. Stern, a lawyer by training, holds degrees from Haverford College and Yale Law School. He lives in Washington, DC with his wife Beth and their son Nate. __________________________ For More on Ken Stern Healthy to 100: How Strong Social Ties Lead to Long Lives __________________________ Podcast Conversations You May Like The Super Age – Bradley Schurman Joyspan – Kerry Burnight, PhD Retiring: Creating a Life That Works for You – Teresa Amabile ___________________________ 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. ____________________________ Wise Quotes On Intergenerational Relationships "The countries I visited were Japan, Singapore, South Korea, Italy, and Spain. And I picked them because they're among the longest-lived and the healthiest countries, but there are others. I picked them because in some ways they're actually challenging countries. They're not ideal. Singapore is hot and notoriously stressful. People in Spain really smoke a lot and they drive terribly. Their income is not as high as other places. There are a lot of things that says they shouldn't be as healthy as they are. So I wanted to know what was their secret sauce. When you write a book like this, Joe, as you probably know, you do a lot of research in advance and have a lot of conversations. So in some ways it's not really set up for surprise, but there were things that surprised me. One was, so I'll mention two things. There are a lot more than that, but I'll mention two things. One that surprised me, that was uniform across, they all have somewhat different approaches to longevity and social connection. But one thing that was uniform was the deep commitment of each of those societies to intergenerational relationships. In the U.S., back to table 23, we actually think it's natural to divide people based upon their age. They were all those countries. both directly and indirectly, had all sorts of strategies of bringing the generation together for the good of the young and for the good of the old. So that was one thing that was surprising about sort of the uniformity of that across all those societies." On Working Longer "In Japan, I met workers in their 80s and their 90s. In Korea, I met people who were engaged in lifelong learning and, gained degrees at the same age. In Italy, people were volunteering into their 80s and 90s, and sometimes it was hard to tell who were volunteers and who was being served. The thing that actually sort of got me is that every time I asked them, all those people, almost 100%, how long they wanted to keep doing what they were doing, whether it was working or learning or volunteering or taking care of family members, the answer is almost uniformly until I can't. And that was sort of the anthem of the trip, until I can't. There was no notion that like at 65 I have to turn it off or 62 I'm supposed to stop doing things. The answer was I get vitality from what I do, I get meaning and purpose, and I'm gonna keep doing that until the day I can't." On Cultivating New Relationships in Retirement "The first thing I'm going to  say is don't retire or don't retire casually, right? Or don't retire because you think it's time to retire. So I'll start with that. But a lot of people can retire and they retire at different ages and I'm very big on the importance of work as part of community, but that's not going to be for everyone. And even in Japan, which has the highest percentage of older workers, only roughly half of people between 65 and 70 still work. So there are millions of people who can retire. So I think the thing is, the first thing I say is treat those years after retirement the same way you've achieved the years before retirement.You have a plan, think about how you're going to be engaged. Don't treat those years as any less valuable than the years that preceded it. So maybe work, maybe part-time work, it might be volunteering, it might be lifelong learning, it might be the clubs you'll join, the groups you'll form. But treat it with the same seriousness and purpose. It's really hard, as you said, to often replace those networks. You spend 40 years or so at work building up relationships, talking to people every day. They may or may not be your friends, but they're your network. They're the people who you engage with. And then they're gone. I'm almost in the snap of the finger. And you can't just replace that unless you're looking for other ways to engage with people and with ideas.So my friend, Mark Friedman, who's also written great books on the subject, says that we're sort of designed like jigsaw puzzles that fit together, the generations fit together. And I think what sort of the evidence shows and these things I saw is that just an enormous value that different generations bring together, it works, and it's a lot of different contexts.It's when you have multi-generational workforces, multi-generational work groups, they tend to do better than single generation work groups. They bring different ideas, different experiences, and it's true in community as well. When you find ways to bring the generations together, people do better. Kids do better, tons of evidence about how that multi-generational having people who aren't members of the family is actually the single most important thing in terms of childhood development. But it's also really good for older people, whether you're 50 or 60 or 70, just the opportunity, the vitality the young people bring to you, the opportunity to learn from other generations to have purpose in raising the next generation."

Parenting doesn’t end when your kids grow up — it just changes. And for many, that shift can be confusing, frustrating, and even painful. How do you move from being the authority to being a supportive "peer"? And what do you do when your hopes for your adult children don’t align with who they’ve become? Today, we’re joined by Dr. Francine Toder, a clinical psychologist to discuss her new book Your Kids are Grown: Parenting 2.0 - With Strategies for Moving On. Drawing on decades of research, therapy, and her own lived experience, Dr. Toder shares practical wisdom on how to navigate this often-overlooked stage of family life. You’ll learn how to let go, listen with empathy, and focus on your own growth while building stronger, healthier relationships with your adult kids — and perhaps, rediscovering yourself in the process. Francine Toder joins us from California. __________________________ Bio Francine Toder, Ph.D. is an emeritus faculty member of California State University, Sacramento and is a clinical psychologist retired from private practice. She is the author of 5 books. Her newest book is Your Kids are Grown: Parenting 2.0. Her extensive writing on diverse topics appears in magazines, professional journals, newspapers, blog sites and as edited book chapters. She resides in the San Francisco Bay area where she tries to practice the cello daily. ___________________________ For More on Francine Toder Your Kids are Grown: Parenting 2.0. Website ___________________________ Previous Podcast Conversations with Francine Toder The Vintage Years – Dr. Francine Toder Inward Traveler – Francine Toder PhD ___________________________ Podcast Conversations You May Like All Grown Up – Celia Dodd How to Reconnect with an Estranged Adult Child – Tina Gilbertson ___________________________ Mentioned in This Podcast Episode How Did the Latchkey Kids of Gen X Become the Helicopter Parents of Gen Z? by David French ___________________________ 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. _________________________ Wise Quotes  On Leveraging Curiosity "...when you step back and realize that that other person or those other persons are not you and you are curious about learning about them, then that becomes positive. I think when you try to equalize power, you know, when your kids are really young, when they're under 18 or 21, you have all the power legally, socially, everyone expects that. And then to suddenly switch off and recognize this human as an independent person with their own ideas, thoughts, values, wishes, plans, it's pretty tough. And so one of the goals is to equalize power and to realize that advice offered by one adult to another. is acceptable but needs to be two-way. Give help only if it's invited. This is probably the hardest thing that parents, whether you're parenting a newly empty nest child or you're parenting a, you know, a 35 or a 50-year-old child." On What Adult Children Want "Let's start with what they don't want. What was effective before won't work now. Role modeling, which is effective with children, is experienced as patronizing. Rewarding positive behavior is interpreted as demeaning. Providing guidance is seen as meddling. So you can't do that. Limit setting is irrelevant. You can't do that with adult children. You can do that with kids and it's really hard to let go of that. If you're supporting them and they're, they're still in college or they're in their 20s, but they're kind of floundering financially. You may feel like you have power, but if you do that, you're going to alienate them. You have to be able to negotiate with them. The teacher-learner model is obsolete. So it has to be a new model. And there's really much to learn from our adult kids, if we step out of our parent as teacher role." On What Matters Most "Listening. Adult kids want you to hear them but not to problem solve for them. So in conversation with them, listen more than 50 percent of the time. It doesn't mean listening where you're listening for a break in what they're saying, so you can jump in and rehearse in the meantime what you are wanting to say because that won't work. Because they're adults, they have their own ideas about things. Be more curious and have more wonder than advice-giving. Be open to hearing about who they are because they may have very different ideas than you, and they may have merit.You don't have to see the world exactly like they do. You haven't failed if they don't mirror you exactly, and empathic listening. Try on their ideas. Be open to hearing what they think. Because they're adults, they have their own ideas about things. Be more curious and have more wonder than advice-giving. Be open to hearing about who they are because they may have very different ideas than you, and they may have merit. You don't have to see the world exactly like they do. You haven't failed if they don't mirror you exactly, and empathic listening. Try on their ideas. It's true that today everything is very polarized, but be open to hearing because if you're not open to hearing it, then you can't have a relationship."

Our guest today, Dr. Chris Walinski, is a dentist, researcher, MasterChef contestant, and prostate cancer survivor. His story is an inspiring one of persistence, adaptation, reinvention and turning adversity into advocacy. Chris shares how his childhood independence led to a lifelong passion for cooking, how his wife nudged him into the MasterChef spotlight, and how a life-altering cancer diagnosis reshaped his perspective on food, prevention, and living fully. You’ll learn: - What Chris learned from competing on MasterChef (and from Gordon Ramsay...) - How his cancer journey shifted his mindset on prevention, nutrition, and resilience - The role of antioxidants, anti-inflammatory foods, and gut health in longevity - The top prostate-friendly foods - The importance of cutting back on ultra-processed foods, red meat, alcohol, and sugar - Chris’s lessons on reinvention in midlife and retirement ________________________ Bio Dr. Chris Walinski has been an author, inventor and trusted expert in dentistry for over 25 years and has authored a dental text that has been translated into 10 languages. He is one of the earliest dentists to use lasers in dentistry, Dr. Walinski has been called upon to make presentations around the world at professional conferences and universities. Since 2004, he has taught thousands of doctors on the topics of cosmetics, minimally-invasive dentistry, technology and the use of lasers. His lectures have taken him to almost 50 countries at this point. Dr. Walinski is the Executive Director of the World Clinical Laser Institute and the International Dental Laser Research Institute, and is a Founding member of the American Academy of Oral Systemic Health. He is a Diplomate and Past-President of the World Congress of Minimally Invasive Dentistry. He is a proud member of Sigma Xi, the Scientific Research Honor Society, and his Fellowships include the International College of Dentists, The Royal Society of Medicine, The International Association for Laser Dentistry and the American Society for Lasers in Medicine and Surgery. Dr. Walinski’s lifelong love of cooking resulted in him competing on this season’s MasterChef on FOX. He also has three lovely children and is married to the love of his life and wife of six years. They live together with their English Springer Spaniel, Lacey. _________________________ For More on Chris Walinski The Prostate Site 3 recipes to try: ‘MasterChef’ alum’s cake, soup, rice - Ohio State Alumni Magazine _________________________ Prostate Cancer Testing Free Prostate Cancer Testing Near You NFL Crucial Catch - FIND A CANCER SCREENING LOCATION NEAR YOU* _________________________ Podcast Conversations You May Like How Not to Age – Dr. Michael Greger The Well-Lived Life – Dr. Gladys McGarey Take Charge of Your Well-Being – John La Puma, MD _________________________ 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. _________________________ Wise Quotes  On Prevention "...nobody wants to pay for prevention. I started writing some, some notes down because I do a lot of research and if I end up writing a book about how to prevent prostate cancer I might sell 10 copies, but if I write a book about how to treat it once you get it and how to extend your life and how to use food as medicine, that's what people want to know. And so that's where the hard part is -  because once you get it, as they say the cow is out of the barn or the horse is out of the barn, now you're chasing it versus trying to prevent it. Prevention is the big thing. And then there's a lot of uncertainty when you're diagnosed because when I was diagnosed, honestly, I didn't know if I was going to make it until the end of the year." On Food as Medicine "It just doesn't come with a lot of warning signs. It really just eats you from inside out. And what I've found is that if you find a food that is good for you, chances are it's because it's an antioxidant and ultimately it will reduce your inflammation. So for like an anti-cancer plan, you really need to go with antioxidant and anti-inflammatory. And those two things together, and actually I would add at this point because you're reading more and more about it is having a healthy microbiome, gut microbiome. So, he beneficial bacteria that's in your digestive system. And that's another thing that we never really thought much about. But if you, there was a study that compared a group of men with advanced cancer versus those who didn't, and they checked their microbiome and the ones with advanced cancer, they were missing all the beneficial bacteria that helped protect your body." On Reinventing Yourself "...my message number one would be avoid paralysis by analysis. Just don't just make a rash decision, but don't spend all your time thinking about it. Because what I will tell you is that if you direct all your energy, the universe will make a way for you. And if it doesn't, maybe that's not the direction you should be going. That's not your path. It took so many things to go right for me to change industries from one industry to another. And it took so many things when I moved from one location to another. If it's not right for you, you'll know. If it's a struggle to get to where you want to be from one career to another, maybe that's not your path. And as my wife Veronica tells me on repeat, just follow your bliss and do what makes you happy at this point. And so that would be my recommendation: do what makes you happy, but don't force it." 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.

Join our group and design your retirement. Six Fridays starting on October 3rd. Learn more here. _________________________ Is there more to a great life than happiness and meaning?  Dr. Shige Oishi thinks so. He's the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life, and he defines psychological richness as a life filled with diverse, interesting, and perspective-shifting experiences. Unlike the well-trodden paths of happiness (contentment) and meaning (purpose-driven focus), psychological richness is about exploration, challenge, and even taking on uncomfortable challenges —because growth lives outside the comfort zone. And retirement is a catalyst to explore this third dimension of life. Yet, psychological richness doesn’t require dramatic change. It’s quite accessible through small shifts, and by simply trying something new. Try new foods, meet someone new, or change your routine. And seize opportunities to be spontaneous and playful. Listen in and learn more about how psychological richness can enhance your life in retirement. Shige Oishi joins us from Chicago. _________________________ Bio Dr. Shige Oishi is the Marshall Field IV Professor of Psychology at the University of Chicago. He is the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life. Dr Oishi is one of the foremost authorities on happiness, meaning, and culture. He is the author of The Psychological Wealth of Nations, and his research has been featured in major media outlets, including The New York Times and The Wall Street Journal. __________________________ For More on Dr. Shige Oishi Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life Website __________________________ Podcast Conversations You May Like The Art of the Interesting – Lorraine Besser, PhD How to Retire – Christine Benz Make Your Next Years Your Best Years – Harry Agress, MD ___________________________ 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. _____________________________ Wise Quotes On Novelty "So these results suggest that if you want to make your life psychologically richer, then try to do something new. Break away from the daily routines once in a while, and acting spontaneously. Our life is very much scheduled and planned, I mean adult lives. So I think sometimes going outside of the schedule and the habit and the routines will definitely make our life richer." On Playfulness "In addition to novelty, another important part is being playful, and as a professional adult most of us have so many responsibilities and things you have to do and master on the list. So essentially we forget about being playful and the importance of being playful. So when we are five years old, we lived somewhere between reality and fantasy. We never cared about any responsibility because you didn't have one. Like a dog chasing tennis ball, essentially we have to let ourselves be like a dog or like five years old. So I try to be playful you know once in a while and that really opens up a lot of opportunities. I think really it's important to have some open, you know, spaces and time on your schedule. And that allow us to be spontaneous. Spontaneously decide to take a walk, go to a museum, stop by a Goodwill store and things of that nature. I think that's really important. And if you're short of time, then you can change your commute a little bit. In my case, when I go to the lecture hall, of course, the default is the shortest, most efficient way to get there. But when I have like three minutes and I just, take a different ways and I notice the different buildings, different architectures and trees and benches and things. of that nature. So just changing up a little bit actually helps a lot. If you're commuting by train, try to get off on one station before or after, explore the different neighborhood. There are a lot of ways to enrich your life." On Taking on New Challenges "I think once in a while we have to sort of say, Yeah, you know, let's just see how it goes. And I think that's the attitude. Let's try to see if it works. It's a lot better than, Oh, I think it's too hard. Instead of: I'm not gonna do this, Emma. I'm gonna just stick with what I know. We have to know that we are so trained, habitually moving toward the familiar and easy. So you have to go opposite, right? [Be open to the] unfamiliar, what's maybe a little bit more difficult."

Want to create a retirement your boss will envy? Design it. New group program starts on October 3rd. Six weeks to a new direction. Learn more __________________________ Most of us know about lifespan and healthspan—but have you thought about your joyspan?  Gerontologist Dr. Kerry Burnight is the author of  Joyspan: The Art and Science of Thriving in Life's Second Half. She shares her research and practical wisdom on how to extend not just the years of our lives, but the years we will truly enjoy living. Drawing from her “Joyspan Matrix” and decades of experience, Kerry, a nationally recognized advocate for positive aging, offers a fresh perspective and new thinking on thriving in later life for your consideration. We discuss: The importance of joyspan alongside lifespan and healthspan What she's learned from her longest running case study (her Mom) Lessons from her grandmothers’ contrasting approaches to aging The four pillars of the Joyspan Matrix: Grow, Connect, Adapt, and Give Why connection is as vital as medicine How purpose can change our biology and well-being Practical ways to spark curiosity and joy through personal projects Kerry Burnight joins us from Southern California. ________________________ Bio Dr. Kerry Burnight, America’s Gerontologist, is sparking a revolution to make older better. Fed up with the fear-driven, anti-aging hysteria, hundreds of thousands of people turn to “Dr. Kerry” for her practical, effective and uplifting approach to navigating longevity. Her approach to aging is based upon a profound truth: the key to good longevity isn’t the length of your life, it’s the quality of your life. Efforts to maximize lifespan and even healthspan don’t address the whole picture. Longevity is meaningless if you don’t like your life. Burnight introduces the critical concept, “joyspan,” based on the science of well-being, contentment, connection, meaning, growth, choice, and purpose. She earned her PhD in Gerontology at the University of Southern California. Dr. Burnight taught Geriatric Medicine and Gerontology for 18 years at the University of California, Irvine School of Medicine. She was an invited speaker to the U.S. White House at the Elder Justice Summit and at the U.S. Department of Justice. She has appeared on CBS News, NBC News, The Doctors, Money Matters, and The Dr. Phil Show. ___________________________ Joyspan: The Art and Science of Thriving in Life's Second Half Website On CBS Mornings with Gayle King and team (4 minutes) ____________________________ Podcast Conversations You May Like Thinking Better to Live Better – Dr. Woo-kyoung Ahn Ageism Unmasked – Dr. Tracey Gendron The Joy Choice – Dr. Michelle Segar ____________________________ 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. _____________________________ Wise Quotes On the Joy Span Concept        "So the three-legged stool: lifespan, how long you live; health span, how long you live a healthy life; and joy           span, how long you enjoy living. And I think between those three pillars, we really can dig into some really           interesting longevity topics." On Expectations Shaping Reality It wasn't because one was just lucky, and it also wasn't just because of genetics. It was these internal characteristics and a decision on the part of both of them, that what they expected old age to be like was in fact that way." On Genetics and Lifestyle Choices Some studies show that it is 25%. Others show it as low as 13%. So regardless, what that shows us is that at least 75% isn't genetic, and that's where the effort, knowledge, and decision every single day really comes into play." On Taking Initiative We've got to be proactive and you have to kiss a lot of frogs, right, so it takes a few putting yourself out there until you find someone, but the good news is the world is a lonely place and by reaching out and connecting you're solving the problem of two people." On Purpose and Giving It could be as simple as, hey I've got some extra lemons in my yard, I'm gonna go next door, hand them to my neighbor, maybe strike up a conversation... And that giving is life-changing not only for that next-door neighbor, but equally if not more so for you." On Embracing Your Age There is so much value in the experience of being older... I've been 30, but I've also been 40, 50, 60, 70, whatever. And I'm going to reach out. And when you don't make a big deal about it or when you show up embracing your age, the younger people love it as well."

September 7th is Grandparents' Day! Celebrate the grandparents in your life or reflect on your own grandparenting journey. This is a special Retirement Roundtable episode, where we invite previous guests to engage in a conversation with each other. Returning are Ted Page, author of the new book Good Grandpa: Stories from the Heart of Grandfatherhood, and Kerry Byrne, founder of The Long Distance Grandparent. They're bringing different perspectives on, and experiences with, one of retirement's most complex yet rewarding roles: modern grandparenting. This isn't the hands-off grandparenting of yesteryear. Today's grandparents face unique challenges. They must actively build connections, learn, leverage, and adapt to emerging technologies; and navigate changing family roles and dynamics, walking the delicate line between sharing wisdom and overstepping boundaries. We Discuss: How grandparenting has evolved Why modern grandparenting requires more intentionality How humor and fun create trust and lasting bonds How to navigate different parenting philosophies with adult childrenLeveraging technology while staying mindful of balance The powerful impact of sharing family stories and traditions Ways to create meaningful experiences across generations Kerry Byrne joins us from Toronto, and Ted Page joins us from Vermont. _______________________________ For More on Ted Page Good Grandpa: Stories from the Heart of Grandfatherhood Blog: GoodGrandpa.com – Nurturing the Next Generation _______________________________ For More on Kerry Byrne The Long Distance Grandparent FREE Printable Cheat Sheet to Help you Connect with your Grandchild from a Distance _______________________________ Podcast Conversations You May Like The Long Distance Grandparent – Kerry Byrne PhD Good Grandpa – Ted Page The Mindful Grandparent – Dr. Shirley Showalter _______________________________ Mentioned in This Podcast Conversation Dr. Becky ________________________________ 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. _________________________________ Wise Quotes On Grandparenting " Be there for them." - Ted Page On Connection "Having a relationship with a grandparent is not a nice to have. We know from the research, that, you know, having this relationship affects children in a number of different ways from adolescents well into adulthood. And so I think that this is the difference, this intentionality, and this awareness of the importance of the relationship." - Kerry Byrne On Humor "At one point my grandchild asked, where are Mom and Dad? And I said, Mom and Dad have left to join the circus, but before they left they asked me to tell you that they loved you very much, but what they really want to do is train bears. And I remember my grandkid looking at me with this look of first, he was a bit stunned, but then he kind of shook his head and said, 'Oh, okay.' And for me, that was just my sense of humor, but he picked up on it right away. He was two. So I think that sense of fun, having that sense of humor, you got to be who you are. And that starts when they're just so little. And before you know it, they're the ones who are, telling jokes and playing around with us." - Ted Page On Encouragement "So if you come to it with a place of curiosity, and also remembering that the most important role that you can play is as I call it the GEO, the Grand Encouragement Officer. That means like you're the family cheerleader. And by that it's a Grand Encouragement Officer requires encouraging and cheering the parents on. as well because they are parenting in a bit of a different context right now." - Kerry Byrne

Do you know what you'll be retiring to? Join us for six Fridays starting on October 3rd and invest in Future You. Learn more here. ___________________________ How much time do you spend working out your body versus working out your emotional health? Physical fitness requires daily practice—hitting the gym once won't deliver the results you want. But when it comes to our emotions, we often think we'll "deal with that later" or assume we don't need to actively work on our emotional well-being. Emily Anhalt, clinical psychologist and author of Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness, knows this approach doesn't work. She's developed a framework for "emotional fitness"—an ongoing, proactive practice of strengthening your mental and emotional health through small, consistent habits that build resilience, curiosity, and communication skills before you need them. In this conversation, Emily shares how emotionally fit people approach life differently, why playfulness is a valuable health practice (with research to back it up), and practical strategies you can implement today. Her insights are particularly valuable and timely for those navigating retirement transitions, when stress doesn't disappear—it simply changes form. Emily Anhalt joins us from California. _______________________________ We Discuss Why emotional fitness requires daily practice, just like physical fitness How curiosity transforms defensiveness into opportunities for growth Why playfulness can increase creativity, collaboration, and longevity The hidden stress of retirement: identity, relationships, and meaning Setting boundaries: every "yes" is also a "no" to something else The power of "Relationship Retros" for proactive connection Using emojis strategically to improve communication and reduce misunderstandings Building new friendships through your existing network The monthly feedback message that can transform your relationships _______________________ Bio Dr. Emily Anhalt is the author of  Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness. She is a clinical psychologist, author, and cofounder of Coa, the gym for mental health. For the past fifteen years, Dr. Anhalt has worked clinically with executives, founders, and tech employees, and has conducted extensive research with prominent psychologists and entrepreneurs about how leaders can improve their emotional health. Dr. Anhalt has collaborated with companies like Google, Salesforce, NBCUniversal, NASDAQ, and the NBA. _____________________ For More on Dr. Emily Anhalt Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness Website ____________________ Podcast Conversations You May Like Ditch Your Baggage – Dr. Bob Rosen Retire Happy – Dr. Catherine Sanderson The Emotionally Intelligent Retirement – Kate Schroeder & Nick Wignall _____________________ 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. ___________________________ Wise Quotes On Emotional Fitness "Emotional fitness is an ongoing proactive practice of strengthening your mental and emotional health. It's all about small, consistent reps that strengthen skills like resilience, curiosity, communication, before you need them so that you are emotionally strong and can handle whatever life throws at you." On Growth vs. Avoidance "Emotionally fit people don't avoid uncomfortable emotions and situations. Instead of saying, 'Oh, I shouldn't feel sad about this,' they might ask themselves, 'what is my sadness trying to tell me? What is it pointing to?'" On Playfulness as Medicine "There was one study I read that showed that playfulness increases creativity, collaboration, and connection all around. And there was another study I read that showed that people who play regularly live longer by a significant number of years than people who don't play regularly. That's how important it is to our well-being." On Boundaries and Empathy "A lot of people think that empathy and boundaries are mutually exclusive but they're actually very important to each other. The stronger your boundaries, the more connected and empathetic you'll be able to be with people because you won't get resentful or frustrated over time." On Retirement Transitions "Stress doesn't just vanish in retirement. It kind of changes shape. Instead of deadlines or performance reviews, the stress might be about identity—who am I now without my job? The stress might be about relationships—how do I spend more time with my partner without driving each other crazy? Or the stress might be about meaning—what is my purpose?" On Curiosity  "Curiosity can mean a lot of things, but when I talk about emotional fitness, I define it as moving us from a place of defensiveness to a place of understanding. When someone comes to you with difficult feedback, a curious person is going to ask questions, they're going to stay committed to growth."

How much have you invested for the financial side of your retirement? How about the non-financial side? Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here. ____________________ Transitions are rarely easy, whether you're leaving your career or any other life chapter that has helped define you. Cassidy Krug knows this firsthand. A 2012 Olympian in diving, she grew up immersed in the sport—coached by her parents, competing at Stanford, and training for years beyond. When she reached her dream of competing at the London Games, she also knew it was time to move on. In this conversation, Cassidy Krug shares the lessons she learned about navigating major life transitions—from sport to career, and from an “all-in” life to an “à la carte” one. She talks candidly about the identity shifts, the uncertainty of new beginnings, and the importance of reflection, interpretation, and community. Her story offers inspiration and practical wisdom for anyone facing their own turning points, especially those contemplating or entering retirement. Cassidy Krug joins us from Los Angeles. _______________________ We Discuss The emotional challenges of retiring from something when you still love what you do Why we tend to cling too long to what we do—and what helps us let go The critical role of interpreting your story, not just reacting to change How asking for help (and informational interviews) opened new doors in her career Creating an “à la carte” life after diving, balancing career, creativity, and relationships The value of curiosity and trying new things—even when you’re used to being an expert Why investing in community matters so much after leaving a team or workplace The best advice she received (and what she wishes she had) about embracing change _________________________ Bio  Cassidy Krug is the author of Resurface: A Guide to Navigating Life’s Biggest Transitions. She is a former Olympic diver, a writer, and a brand and innovation strategist based in Los Angeles. She graduated from Stanford with an English degree and she won two NCAA diving titles there. ___________________________ For More on Cassidy Krug Resurface: A Guide to Navigating Life’s Biggest Transitions Website ____________________________ Podcast Conversations You May Like The Portfolio Life – Christina Wallace Strategic Quitting – Julia Keller Edit Your Life – Elisabeth Sharp McKetta The Skill Set for Life’s Transitions – Bruce Feiler _____________________________ 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. ___________________________ Wise Quotes On Transitions “Change is something that happens to you. Transition is how you choose to react to that change. But the real work is in interpretation—deciding how you want to remember and carry that story forward.” On Redefining Success "First of all, just by asking the question, what does success look like for me? What do I want in my retirement? And it's not going to be a status quo answer that's given to you by your career. Maybe for a very long time, you wanted to get the next promotion to get the next pay raise, or to have more responsibility. And all of a sudden, like that ladder is gone and you ask yourself, what does success look like for me now? Maybe success looks like showing up as well as I can and having a positive impact on my family. Maybe success looks like finding people who are still in the workforce and mentoring them and helping them to guide them to make the right decisions. Maybe success looks like making an impact in a totally different sphere, but bringing all the skills that I learned in the workplace to a non-profit or to a different arena. But you really do have to sit and reflect and ask that question of yourself and not expect that the world is necessarily going to tell you anymore what it means to live a successful life." On Quitting “Every time I’ve quit something, it’s directed my life in ways I didn’t see coming—and that I’m immensely grateful for.” On Moving Forward “Don’t try to replace what you’re leaving behind. Honor it. Then look for the pieces you loved and carry them into your next chapter.” On Interpreting Your Story "And for me, I choose to think back on the Olympic experience as one that I'm really proud of, rather than one that I messed up and I'm regretful for. Absolutely, it takes choice. It takes a lot of reflection. It takes taking the first swell of emotions, whatever that might be, and questioning it, and looking at  from a broader perspective with a longer lens, but I do think that we,  always have a choice in how we interpret our own stories.  And I think it's so important to get that right according to how we want to feel about ourselves." On Trying New Things...and an à la carte life "..at first it's scary because when you have an all-in-one life, so many decisions are made for you. So many choices are just obvious because you have only one thing at the middle. And so when you don't anymore, the balancing of things, the trying to decide what the right path is, you have all those questions more often. But I think answering those kind of questions constantly -  Am I doing what I want to do? Am I being fulfilled? How do I shift maybe some time and energy away from this and into this other thing? That's been such a fulfilling part of what my life has been since I started living this à la carte life. In general, I don't love trying new things. I love being good at things. And so it's always hard to put myself in that situation where I don't feel the same level of accomplishment as I did when I was the best in the world diver. That said, for me, once I get into them a little bit, so once, you're in day two, day three, day four, once I started trapeze and started to feel the process of learning and growing and was exploring new sides of myself, then it grew into a passion for me."

Six Fridays This Fall to Design What You'll Be Retiring To Starts on October 3rd Learn more here - Limited to 10 participants. Take the first step toward shaping your future - register now. ________________________ On this episode of The Retirement Wisdom Podcast, we’re joined by Carl Landau, creator and host of I Used to Be Somebody. Carl brings warmth, humor, and introspection as he explores the twists and turns of retiring after an entrepreneurial journey. He shares why letting go of your work identity, redefining purpose, and discovering a mix of new creative outlets—like podcasting, documentary filmmaking, and pickleball—can light up your retirement. Carl reminds us that slowing down doesn’t mean stopping, and that reinvention can be both fun and fulfilling. What You’ll Learn How Retirement is an Evolving Process—finding your way takes some time, especially for high achievers Why Setting Boundaries is Key —how to avoid turning hobbies into a new full-time job... and losing your freedom How Letting Go Frees You—who you were doesn't define who you'll be next Why Saying “No” is a Game Changer— create space for what truly matters now to you, not for other people's agendas How to Build Your New Life  — develop a meaningful life plan, not just a financial one for retirement Carl Landau joins us from Sacramento, California. _________________________ Bio Carl Landau is the founder of Pickleball Media. He has been an entrepreneur since the age of 26 and started and sold three successful media companies, published five magazines (software development, winemaking and craft brewing industries). He currently hosts the popular podcast I Used to be Somebody, inspiring 50-plus-year-olds how to build their (un)retirement good life. He’s the co-author of the book, Pickleball for Dummies. ________________________ For More on Carl Landau I Used to Be Somebody Pickleball for Dummies ________________________ Podcast Episodes You May Like Your Identity Beyond Your Job Title – Laverne McKinnon Lessons Learned in Retirement That Can Help You – Judith Nadratowski The Art of a Balanced Life in Retirement – Dr. Marybeth Crane ________________________ 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. ___________________________ Wise Quotes On Identity in Retirement "About three months ago, I was playing [pickelball] with this guy and explaining to him how to play a short game...He's a big time like doctor, and all I had absolutely no idea. And no one makes a big deal what they did. And no one cares. So I think that's sort of a surprise too." On Mistakes to Avoid "The other big regret is people don't think in advance about what they want to do in retirement. In retrospect, they didn't get give enough thought to it, and  felt like they wasted that first year - and wish that they hadn't, especially with longevity. If you're in your 60s, and you're in pretty good health, there's a good chance you're going to  live to 90. It's a long time. So you want to get the most out of it. We've said it a million times: more people think about that two week vacation than they ever think about what to do for the next 25 years. So I think that's the biggest mistake people make." On Stepping Out of Your Comfort Zone "About four years ago, I saw this ad on Facebook. The local theater in Sacramento, was offering for the first time, a Stand Up Comedy Workshop. And I knew if I thought about it long enough, I would not do it. And this is something that I've talked about for a long time. In your family, they're just rolling their eyes at this point because you've said this like a dozen times. So my whole thing is like to do it. So I just paid the 400 bucks to take the workshop. And it was just five classes. And then the final was that we had to do stand up, at least a five minute stand up, for over a hundred people, in a live audience. And mine ended up being 14 minutes. The guy had me close it - and it was incredible. It was one of the scariest things I've ever done. But boy, what a high when it's done. And Joe, the really funny thing is the guy who taught it, who's a professional comedian, said, Hey, you're really good. You should do this. You could do this. And I have zero interest in doing it. I just wanted to try it and do it. And that's all I needed to do. And that was really nice."