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The Retirement Wisdom Podcast

Business & Economics Podcasts

Retire Smarter

Retire Smarter


United States


Retire Smarter




Best Of – Lifelong Learning

Design Your Retirement Don't be a drifter. Be intentional about your next phase. Invest in your future with my small group coaching program. Two new groups starting in January 2023 - Limited to 10 participants More info and registration here Questions? Leave a voice message here _________________________ Retiring from full-time work? Congratulations. But don't retire from learning. There's so much to learn - and now you'll have the time. Listen in to our best conversations on lifelong...


Navigating Career Crossroads – Justin Smith, CFP, CAP, CFA

Are you ready for the new retirement? The old-fashioned "full-stop" retirement simply doesn't work for everyone. For many people, to retire happy, it includes some form of work - on your own terms. In a hybrid retirement, work - paid or unpaid - can provide meaning, connection, purpose, fulfillment - and some income. There are more options available today to create a hybrid retirement that works for you. But that may mean changing lanes. You'll need to plan ahead and lay the groundwork....


Emeralds of Oz – Peter Guzzardi

The Wizard of Oz is one of the most watched films of all time. Look closely and you'll see that it contains valuable life lessons for any stage of life, including retirement. Peter Guzzardi joins us to discuss his book, Emeralds of Oz: Life Lessons from Over the Rainbow, which details nine Emeralds of Wisdom, along with 52 life lessons. He joins us from Chapel Hill, North Carolina. _________________________ Delaying retirement? You could wait until you retire and ask What Now? – and then...


Longevity Lifestyle by Design – Mike Drak

Planning for retirement? You need to also plan for your longevity. And your lifestyle choices will play be a big role in your longevity and satisfaction in retirement. Mike Drak, author of the new book Longevity Lifestyle by Design, returns to The Retirement Wisdom Podcast for an enlightening conversation on how to upgrade your retirement planning. _________________________ Delaying retirement? Many of my clients are. But they’re using this time to get a jump on their future. You could wait...


How to Make New Friends in Retirement – Dr. Marisa G. Franco

A lot changes when you retire, including your social connectivity. Dr. Marisa G. Franco, author of Platonic: How the Science of Attachment Can Help You Make--and Keep—Friends, has research-based advice on making new friends as an adult, and creating new connections. _________________________ Delaying retirement? Many of my clients are. But they’re using this time to get a jump on their future. You could wait until you retire and ask What Now? – and then scramble - or drift. Instead, why not...


Independence Day – Steve Lopez

Am I ready to retire? Should I stay or should I go? Who will I be if I retire? Planning for retirement brings a plethora of questions to ponder. Esteemed LA Times columnist Steve Lopez shares his year-long exploration of these, and other questions, in his new book Independence Day: What I Learned About Retirement from Some Who’ve Done It and Some Who Never Will. His journey included conversations with a wide range of people with different perspectives on retirement that informed his own...


Thinking Better to Live Better – Dr. Woo-kyoung Ahn

You may be familiar with cognitive bias from behavioral economics. But being aware of common thinking traps and how to elude them can help you in your retirement planning and in your day-to day life, including making you a wiser consumer. Dr. Woo-kyoung Ahn, a Psychology professor at Yale, is the author of the new book Thinking 101: How to Reason Better to Live Better. She joins us for an enlightening conversation about how we can be more keenly aware of our cognitive tendencies, sharpen our...


Best of 2022 – Part Three

Delaying retirement? Use this time wisely to prepare well for the transition. If you wait until you're asking What Now? you're behind the curve. Don't lag behind. Ask a better question: How can I design the retirement I've worked so hard to earn? Schedule a call - get well-prepared for your graduation from full-time work. _________________________ Retirement sounds simple, but it has many dimensions to it. On this retirement podcast, here are some of the areas we've explored recently: the...


Both Sides of the Retirement Equation – Tony Hixon & Scott Miller

Retirement is about much more than money. Is your retirement planning leaving you exposed on either side of the retirement equation? Increasingly, pre-retirees are enlisting the services on professionals on both sides. That way they'll be well prepared on how they'll be investing their money - and their time - to create the life in retirement they've worked so hard to build. Tony Hixon and Scott Miller join us to discuss how this dual approach to retirement planning can give you an edge....


Money & Emotions – Mikelann Valterra

How do your emotions affect your relationship with money? My guest is Mikelann Valterra, who is is a money coach. We discuss what a money coach does and how it's different from - and complementary to - what a financial advisor and financial planner does. Planning for retirement requires wise choices and as Mikelann notes "You can do anything. But you can’t do everything.” Are your beliefs about money helping you make smart choices or getting in your way? Mikelann Valterra joins us from...


Taking Stock – Dr. Jordan Grumet

Dr. Jordan Grumet brings a unique perspective to the topics of early retirement and a second act career. He has seen first hand the regrets of patients facing the end of their lives. His new book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life will inspire you to step back, reflect on what's most important to you, and live your life fully now - not someday, which isn't guaranteed to any of us. We discuss: The book that...


Balancing Time, Money & Joy – Glenn Frank

How prepared are you for the non-financial side of retirement? Take our free quiz __________________________ Life is full of trade-offs. By the time you're planning for retirement, you've become a master juggler. Professor Glenn Frank thinks these skills can be leveraged in planning for retirement, which he views as your encore. The question is how will you balance time, money and joy in your encore phase? Professor Glenn Frank joins us from Massachusetts. __________________________ Bio...


The Go-Giver Marriage – Ana Gabriel Mann

What are the keys to a successful marriage? A lot of things change when you retire. Will your marriage evolve and become even stronger? Ana Gabriel Mann and her husband John David Mann have written a book The Go-Giver Marriage: A Little Story About the Five Secrets to Lasting Love with valuable and practical tips on the practices of a successful marriage. Ana Gabriel Mann joins us from Massachusetts. Comments or Questions You’d Like Me to Address on the Podcast? Leave a Voice Message Here...


The Keys to a Happy Retirement – Carol Colburn

Comments, Suggestions on Topics or Questions You’d Like Me to Address on the Podcast? Leave a Voice Message Here ______________________ Who doesn't want to retire happy? There's no magic formula. You have to determine what the key ingredients are for you. But there are clues that can help you discern what will lead to happiness and satisfaction in your retirement life. And one thing often leads to another. For Carol Colburn, a big one has been travel, and that's led to new pursuits in...


The Unretirement Life – Richard Eisenberg

Comments, Suggestions or Questions You'd Like Me to Address on the Podcast? Leave a Voice Message Here _________________________ It's easy to approach the later phases of your career with an All-or-Nothing mindset. Go all-in and work full-time longer? Retire and go off to have fun 24/7? Those options are fine for many people. But some people today are pursuing a customized hybrid version, keeping some work in the mix on their own terms, while preserving the freedom and flexibility retirement...


Lifestyle and Financial Decisions As We Age – Marjorie Fox, JD, CFP®

Are you prepared for the non-financial side of retirement? Take our free quiz ___________________________ What challenges and opportunities do women face in planning for retirement? I often say that my male clients can learn a lot from my female clients. Joining us today is Marjorie Fox, JD and CFP ®, co-author of WOMEN WISE: The Essential Guide to Lifestyle and Financial Decisions As We Age. We discuss: The disadvantages women face in planning for retirement The advantages women bring to...


From MLB to CFP – Kevin Thompson

Many people are multidimensional and can achieve success in different fields. Kevin Thompson achieved his dream of playing Major League Baseball with the New York Yankees and the Oakland A's. Along the way he, with other pro athletes and investors, was the victim of a Ponzi scheme. After learning how to take control of his financial future, he's built a second act career as a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP). We discuss his two careers,...

Where to Retire – Silvia Ascarelli

When you're planning for retirement, there are many big questions to ponder. And where to retire is a central one. Even if you're thinking of staying in place, there are many factors to consider. Our guest today, Silvia Ascarelli of MarketWatch, explains a free tool that can help you do your homework on this major decision. And she highlights some factors you may not be taking into consideration - yet. _________________________ Bio Silvia Ascarelli is a Deputy Commentary Editor for...


Buy This, Not That – Sam Dogen

Win the Retirement Game - Now Available Saving and investing for retirement takes discipline and sacrifice. But Sam Dogen, creator of the Financial Samurai website, points out that you also need to spend money to make money. He’s taught over 90 million readers how to invest wisely, not just financially, but in all facets of life. He joins us to discuss his Wall Street Journal bestseller, Buy This, Not That, and his lessons from more than a decade into a very early retirement. San Dogen joins...


Best of 2022 – Part 2

Announcement: I'm thrilled to share that my book Win the Retirement Game launches on August 9th. Take advantage of the special Kindle price available for a few days. I'm practically giving it away so you, our podcast listeners, can get ready to win your own retirement game. ________________________ Missed some episodes of our retirement podcast? You won't want to miss these. In Part 2 of the Best of The Retirement Wisdom Podcast so far in 2022, we discuss a diverse mix of topics: Many people...