The Retirement Wisdom Podcast

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 c...

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 ar...

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.

Don't leave your retirement to chance. Design It. Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here. __________________________ On this episode of The Retirement Wisdom Podcast, we’re joined by Nathalie Martin, author of The Inspired Retirement, an excellent new book that will help you reframe what it means to retire well. In today's conversation, she challenges the assumptions many people bring to retirement—and shares how mindfulness, clarity, and intention can lead to a more inspired next chapter. What You’ll Learn Why the ‘three plagues’ of aging are avoidable How three non-financial pillars of retirement are gamechangers How mindfulness and movement can enhance your life Why one-size-fits-all approaches to purpose miss the mark—and what to do instead A practical exercise to prioritize what matters most in your life as you plan for retirement Nathalie Martin joins us from New Mexico. __________________________ Bio Nathalie Martin is a chaired professor at the University of New Mexico School of Law, where she teaches mindfulness and law as well as elder law, commercial law, and consumer law. A longtime yoga and meditation teacher and practitioner, she also teaches contemplative practices in varied settings, from hospitals and senior centers to law school classrooms. Nathalie is the author of over forty articles and nine books, including Lawyering from the Inside Out and Yoga for Lawyers, and her legal scholarship has been cited by the US Supreme Court. With The Inspired Retirement, Nathalie brings her decades of experience and expertise to a general audience. __________________________ For More on Nathalie Martin The Inspired Retirement: Purpose and Passion in Your Next Adventure Website: nathaliemartinmindfulness.com ___________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile Happier Hour – Cassie Holmes, PhD Live Life in Crescendo – Cynthia Covey Haller ____________________________ Mentioned in This Podcast Conversation Being Mortal by Atul Gawande ____________________________ 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.

Design Your Next Chapter Joe Tarantino joins us to share his retirement journey - going from balancing family and work responsibilities to embarking on an ambitious cycling goal. A lifelong learner, Joe opens up about how setting a personal moonshot goal helped him transition into retirement with purpose. He wrote a book chronicling his cycling experiences. He offers candid insights on caregiving, identity shifts, and why it's essential to replace the structure and social interactions that work once provided. Joe Tarantino joins us from Ohio. _________________________ Bio Joe Tarantino has cycled through all 50 U.S. states, crisscrossing a vast network of roads and trails. With 25 marathons and other endurance events under his belt, he retired from a successful 35-year career in the aerospace industry as a chemist, engineer, and operations manager, in response to God's call to a different direction in his otherwise comfortable life. While pursuing his cycling, he seeks to inspire others to chase their dreams through his writing. __________________________ For More on Joe Tarantino Pale Pink Roads __________________________ Podcast Conversations You May Like Unlock Positive Aging with Outdoor Adventure – Caroline Paul Not Too Late – Gwendolyn Bounds The Benefits of a New Challenge – Joe Simonetta Big Goals – Caroline Adams Miller ___________________________ 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 Challenge of Early Retirement "You leave the work site, and you just don't have the social interaction that you used to." On Finding Purpose "Don't settle for all these good things when there's something great you could be going after. You've got all this open time. Make sure it's spent doing good stuff, even great stuff." ________________________ 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.

Own your retirement. Design It. Join us for 6 Fridays starting on October 3rd and get unstuck. Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Learn more here. _________________________ On this episode of The Retirement Wisdom Podcast, we explore the transformative mindset that can reshape retirement from a winding-down phase into a period of renewal and growth. Cyn Meyer unpacks why purpose and energy—not just finances—should drive your post-career life, sharing the Rewire Retirement Method and the neuroscience behind deliberate reinvention. What You’ll Learn Cyn's backstory that led her to get involved in the retirement space Why your retirement can be a spiral upward, not a slow fade down How her Five Rings of Retirement redefine life after work The science of neuroplasticity and how it supports intentional change How tuning into your inner energy can spur you forward How daily gratitude practices, especially with your partner, can deepen connection Cyn Meyer joins us from California. _______________________ Bio Cyn Meyer is the creator of the Rewire My Retirement program and is a modern certified life coach committed to helping older adults turn their retirement years into their best years, full of purpose and passion. She founded Second Wind Movement in 2018 as a valuable resource dedicated to older adults who are striving for healthy, active, and engaged retirement lives. _______________________ For More on Cyn Meyer The Rewire Retirement Method _______________________ Podcast Episodes You May Like The New Happy – Stephanie Harrison Retiring: Creating a Life That Works for You – Teresa Amabile Growing Old, Staying Rad – Steven Kotler _______________________ 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 Gratitude "When we are in a state of gratitude, fear is obliterated, right? They are polar opposites. The fear cannot exist while you're in a state of gratitude. I always say you have your own passions, purpose, and growth path in retirement. Your spouse has theirs, and then you have your couple's activities together, right?

What's next? Design it. The Very Early Bird discount ends today 7/31. Get unstuck. Learn more here. Register here. ___________________________ What if you stepped out of your comfort zone? Lee Gale Gruen shares her inspiring journey from 37 years as a probation officer to becoming an actor, author, lecturer, dancer, and a Physics Club member in retirement. Initially lost after retiring, she stumbled upon a senior acting class that changed everything—helping her find a new identity, connection, and new pursuits. Her story offers the template for a roadmap for retirees who may be struggling to find purpose by stepping up to try new things, overcoming fear, and staying curious. Because let's face it, retirement is not the end of the line — it's an opportunity to reinvent yourself. You'll Learn: What it's like to be a docent How volunteering can unlock new purpose The importance of trying new (and returning to old) interests What to do when fear holds you back How to find opportunities using local resources Lee Gale Gruen joins us from California. __________________________ Bio Lee Gale Gruen (Lee Gale is her first name) lives in the East San Francisco Bay area. She has two children and three grandchildren. She graduated from UCLA and had a 37-year career as a probation officer. After retiring, she became an actress, author, speaker, and blogger. She has appeared in television, films, commercials, theater, and print. She performs regularly at medical schools, portraying patients for student training, and was one of six supporting exercise/dancers in the Jane Fonda Prime Time Firm & Burn" workout DVD. Her transition to becoming an actress in her senior years has been written about in Time Magazine, the Los Angeles Times newspaper, AARP Life Reimagined, and in Marlo Thomas' book, which profiles women who have reinvented themselves. Lee Gale has had several articles and short stories published, including in the Chicken Soup for the Soul series. She is also a public speaker, lecturing on senior reinvention. She has published a memoir as well as a self-help book that complements her public lectures on senior reinvention. She has written a screenplay of her memoir titled the same as the book: "Adventures with Dad." Lee Gale blogs at LeeGaleGruen.wordpress.com under the same title as her lecture and self-help book, "Reinventing Yourself in Your Retirement Years." _____________________________ For More on Lee Gale Gruen Reinventing Yourself and Your Retirement Years: Find Joy, Excitement, and Purpose After You Retire Website ______________________________ Podcast Episodes You May Like The Second Fifty – Debra Whitman Make Your Next Years Your Best Years – Harry Agress, MD Retirement Rookies – Stephen & Karen Kreider Yoder _______________________________ 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.

Are you ready to unlock a great life in retirement — or are you stuck in neutral? Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Get unstuck. Learn more here. Register here. ___________________________ It turns out that one of the hardest habits to break in retirement isn’t work — it’s saving. Richard Sheffield joins us to share his deeply personal and sometimes humorous story of transitioning from a performance-driven corporate career to a more intentional and enjoyable life in retirement. A former executive at UPS, and author of Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement, Richard opens up about his struggle to shift from a lifelong saver’s mindset to embracing enjoying the money he worked so hard to accumulate. He discusses how outdated retirement plans, old success signals, and societal expectations can lead us astray, even long after we've walked away from work. But through self-reflection, rewriting his financial plan, and reconnecting with what brings him joy, Richard found the freedom to spend boldly, live fully, and say yes more often. You’ll discover: Why many retirement plans need to be reviewed periodically - and sometimes reworked The emotional blocks that prevent smart people from moving from accumulating to spending Why your intentional spending matters more in retirement The surprising benefits of getting creative with how you spend Why it can be wise to give now, not just later Richard Sheffield joins us from Miami. ________________________________ Bio Richard Sheffield is a former executive and writer who shares thoughtful essays on retirement, identity, and personal reinvention. After a long career in the corporate world, Richard turned to writing as a way to make sense of his experience — and to help others navigate their own journeys into retirement. He’s a popular contributor on Medium, where his honest takes on life after work resonate with thousands of readers. Now fully embracing a bigger, bolder, and more intentional approach to life, Richard writes about finding meaning beyond metrics and spending in ways that spark joy. ________________________ For More on Richard Sheffield Richard Sheffield on Medium Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement __________________________ Podcast Episodes You May Like How to Retire – Christine Benz Unretired – Mark S. Walton 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,

What's next? Make time to design it. Early registration is now open for our next Design Your New Life in Retirement group program. The Very Early Bird discount ends on July 31st. Learn more here. Register here. __________________________ What comes after a long, successful career at the top of your field? More and more, people are redefining retirement—saying No Thanks to a traditional retirement and instead exploring new pursuits. And for some, it’s a chance to dive into something they’ve always yearned to do. In today’s conversation, meet Neal Lipschutz. Stepping away from a distinguished career, he discovered a surprising new purpose—writing fiction. With his debut novel No Write Way to Die just released, Neal shares the lessons he’s learning in a second act. What might your second act look like? Like Neal, you may discover a path that draws on your skills in a new way- and brings unexpected joy. Neal Lipschutz joins us from Ridgewood, New Jersey. _________________________ Bio Neal Lipschutz, a long-time journalist, was formerly a deputy editor-in-chief at The Wall Street Journal. He also previously served as WSJ's ethics and standards editor. He also at one time was the top editor at Dow Jones Newswires. His short fiction has appeared in a number of publications. "No Write Way to Die" is his first novel and the first in a series of mysteries. _________________________ For More on Neal Lipschutz No Write Way to Die "This debut thriller from award-winning journalist Neal Lipschutz, former deputy editor in chief of the Wall Street Journal, combines a gripping, good old-fashioned murder mystery with the ethical consideration of just how far a person should go to protect their family." From Headlines to Whodunits ________________________ Podcast Conversations You May Like The Vintage Years – Dr. Francine Toder Edit Your Life – Elisabeth Sharp McKetta 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 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 the Transition to Retirement "The transition - it's a big one. One of the things I really liked about my plan to go directly from a full-time work in journalism for a big company to being on my own and trying something that no one was asking me to do, was that I didn't know I would be devoted to the process. And I knew that I would be devoting every day that wasn't taken up with somethin...

What's next for you? Early registration is now open for our next Design Your New Life in Retirement group program. Join us. The Very Early Bird discount ends on July 31st. Learn more here. Register here. ________________________ Retirement is about so much more than money. But where do you begin to build the life you want after you leave full-time work? Here's what we've discussed with our interesting expert guests: The critical choice you'll want to make - now - about the years ahead Why retirement is really about creating a new life structure How to use retirement as a catalyst to edit your life The four steps in a reinvention roadmap Why happiness requires knowledge and skill What longitudinal research reveals as the keys to a long and satisfying life How creating a Portfolio Life can open up new possibilities in retirement How your beliefs can affect your longevity __________________________ Want to explore any of these ideas further? Dive into any of the full podcast conversations here: Cynthia Covey Haller Teresa Amabile Elisabeth Sharp McKetta Joanne Lipman Arthur C. Brooks Marc Schulz Christina Wallace Becca Levy ________________________ Explore our Best Books on Retirement __________________ 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 Reinvention “One of the ways to start actually, and I just wrote a piece in The New York Times about this [is] the idea of thinking about your possible selves. Now that’s a psychological term, but essentially what it means is to imagine what you might be, what you could be, and to go beyond the daydream to take some sort of action on possible selves. So that means if, let’s say I’m pivoting in a career, take a course or shadow someone, or do an informational interview. Don’t just like sit with it and cogitate. You’ve got to get out of your own brain.” - Joanne Lipman On Purpose & Meaning "Purpose or meaning actually requires challenge and trauma and hardship and pain – and actually requires unhappiness paradoxically. So these are kind of complicated phenomena, but altogether, everybody can get better at getting happy if you’ve got the knowledge and skills.” - Arthur Brooks On Relationships "The finding that we talk about most in our book, The Good Life, is that it’s very clear across this 86 years of research, and hundreds of papers,

Who will you become in your retirement? Registration is now open for the next two Design Your New Life in Retirement Groups. Very Early Bird discount available for a limited time. Take the first step toward Future You today. ________________________ Retirement is not an end — it’s an open canvas. In this episode, Harry Agress, MD, author of Next Years Best Years: Taking Your Retirement to the Next Level, joins us to explore how retirement can become one of the most dynamic, creative, and fulfilling phases of your life. A retired radiologist and passionate photographer, Dr. Agress shares lessons from his own retirement journey — from trying an improv class with 20-somethings to donating his art to hospitals — and offers you practical insights to help you shape a retirement that’s vibrant, purpose-driven, and truly your own. You’ll discover: How self-reflection and worksheets helped Dr. Agress navigate the transition into retirement Why embracing “The Four Freedoms” can unlock a new mindset The surprising benefits of trying new things — even improv! A simple but powerful idea: the 8-minute phone call that can rekindle relationships Why pursuing purpose — especially in service to others — fuels a more meaningful retirement Whether you’re preparing for retirement or already in it, Dr. Agress offers a compelling vision of how to make your next chapter the best one yet. Harry Agress, MD joins us from New York. ____________________________ Bio – Harry Agress, MD Following a 36-year medical career in the field of Radiology, Dr. Agress has been retired for 10 years. He is an experienced teacher and nationally recognized lecturer who takes great joy in passing on what he has learned and experienced both in medicine and in retirement. He has been profiled in The Wall Street Journal, appeared on NBC’s “The Today Show,” lectured at the 92nd St Y (NYC) and been featured and America’s Top Doctors. He is a Clinical Professor at Columbia University (NYC) and continues to voluntarily teach medical residents both at Columbia and Weill Cornell Medical Centers. In his new book, Next Years Best Years, Taking Your Retirement to the Next Level, Dr. Agress dives into the many exploits and research that he and others have discovered as they create a new post-career way of living; embracing the emotional, personal and practical side of one of the most unique opportunities of our lives. _______________________ For More on Harry Agress, MD: Next Years Best Years: Taking Your Retirement to the Next Level A Retired Physician Pursues a New Self Portrait in Photography Q&A with photographer Dr. Harry Agress _______________________ Related Podcast Episodes You May Like: The Vintage Years – Dr. Francine Toder Independence Day – Steve Lopez 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 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 G...

Retiring? You could wing it...but that's not you. Be intentional about your future. Registration is now open for the next two Design Your New Life in Retirement Groups. Very Early Bird discount available for a limited time. Take the first step toward Future You today. _______________________ What if I told you the activities you dismiss as "just hobbies" were much more than just fun - and could be one of the most powerful tools for building resilience and maintaining mental sharpness as we age? Ashley Merryman reveals groundbreaking findings that challenge how we think about leisure time and its profound impact on our long-term health. From doctors now prescribing hobbies as medicine to studies finding that singing in a chorus creates instant social bonds, the science behind recreational activities is remarkable. Merryman shares fascinating research demonstrating that even modest engagement—like cooking something special twice a week—can deliver measurable cognitive benefits. Whether you're looking to boost your brain health, combat isolation, or to find more meaning in your free time, this conversation will change how you view your pastimes. Discover why hobbies aren't just fun—they're good for you, in more ways than we think. Ashley Merryman joins us from Washington, DC. _______________________ Bio Ashley Merryman is a two-time New York Times bestselling author who is a frequent contributor to US News and World Report. She who recently wrote a guest column for YOLO, a US News newsletter for retirees and those thinking about retirement on the science of hobbies - finding that hobbies are a key to a healthier, happier life. ________________________ For More on Ashley Merryman Your Hobby May Be the Secret to a Happier, Healthier Life Website _________________________ Podcast Conversations You May Like Learning is a Lifetime Sport – Tom Vanderbilt Inward Traveler – Francine Toder PhD Live Life in Crescendo – Cynthia Covey Haller _________________________ Mentioned in This Podcast Conversation Serious Leisure __________________________ 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 the Benefits of Hobbies "The research is very clear. There have been studies, large scale studies, 20,000 people in 15 European countries, 90,000 people in another 15 or 16 countries, and they are consistently finding that hobbies lead to lower likelihood of dep...

Volunteering offers a multitude of benefits. And if you end up retiring sooner than you plan to, it can offer a bridge to what you may decide to do next. Yet, it's easy to take on more than you're ready for too soon. You'll want to learn to set boundaries up front to protect your time and flexibility. Lisa Lewis shares her experiences and lessons learned about volunteering with boundaries. Lisa Lewis joins us from Tampa, Florida. _________________________ Bio Dr. Lisa T. Lewis is the Belief System (B.S.) Boss® and Founder of the Belief System (B.S.) Boss® Institute. Through her transformative Belief System training, she empowers individuals to successfully reengineer their belief systems to transform life's obstacles into possibilities. As an ordained clergy member, award-winning author, TEDx speaker, senior manager, and certified John Maxwell Team Coach, Teacher, Speaker, and Trainer, she brings a wealth of experience and knowledge to her practice, inspiring personal and professional growth in her clients. She formerly served as the Chief Budget and Financial Management Officer at the National Oceanic and Atmospheric Administration (NOAA), Office of Marine and Aviation Operations (OMAO) for both the Aircraft Operations Center (AOC) in Lakeland, Florida and the Commissioned Personnel Center (CPC) in Silver Spring, Maryland. The AOC is best known for the ‘Hurricane Hunters,’ a group of aircraft used for hurricane reconnaissance. They fly through hurricanes to help forecasters and scientists gather operational and research data. The crews also conduct other research projects, including ocean wind studies, winter storm research, thunderstorm research, coastal erosion, and air chemistry flights. Her thirty-six-year federal career began as a stay-in-school student, Clerk-Typist with General Services Administration. Although she studied Business Administration at Barton College, she found her federal niche when she was introduced to federal budgeting and finance in 1991. Since then, she has become the “Olivia Pope” of federal budgeting and finance. She has enjoyed working at a few cabinet-level agencies: the U.S. Department of Health and Human Services with the U.S. Surgeon General and National Institutes of Health, the Department of Transportation, and the Department of Homeland Security. Aside from her recent retirement from Federal service, a few little-known facts about Lisa are that she holds several professional certifications, has authored/published several books, has completed her first TEDx Talk, has an honorary Doctor of Divinity, and is an ordained Elder in the Christian faith. __________________________ For More on Lisa Lewis LinkedIn Website Amazon __________________________ Podcast Conversations You May Like Grace in Motion – Susan Hartzler Your Identity Beyond Your Job Title – Laverne McKinnon The Mutual Benefits of Intergenerational Volunteering – Atalaya Sergi __________________________ 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 ca...

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. _______________________ Do you know what you're retiring to? Registration is now open for the two Fall groups - Design Your New Life in Retirement Very early bird discount available for a limited time | Register now _______________________ 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.

Susan Hartzler, author of The Peace Puppy: A Memoir of Caregiving and Canine Solace, joins us to discuss her lessons learned in caregiving and volunteering with Therapy Dogs. Susan Hartzler joins us from California. ________________________ Bio Susan Hartzler is a lifelong dog lover and an award-winning writer who has figured out a way to live her life to the fullest as a single woman, not conforming to the social norms of marriage and children. Winner of the Angel on a leash Award from the Dog Writer’s Association of America and the Pawlitzer Prize from America’s most dog friendly city Carmel, CA, Susan has created a life filled with joy that revolves around her dogs and wrote about it in her first memoir, I'm Not Single, I Have a Dog — Dating Tales From The Bark Side. Susan also works as a blogger for hire and writes public relations and marketing materials for a variety of industries. Her current pack consists of two talented Australian Shepherds, Seven and Paige Turner, who Susan has trained to act in commercials and bring their special kind of love to children in the hospital as therapy dogs. ________________________ For More on Susan Hartzler The Peace Puppy: A Memoir of Caregiving and Canine Solace (Dogs in Our World) Website ________________________ Podcast Conversations You May Like The Best Day of My Life So Far – Benita Cooper An Artful Life – John P. Weiss Detach: Ditch Your Baggage – Dr. Bob Rosen _________________________ Mentioned in This Podcast Conversation Therapy Dogs International 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. Connect on LinkedIn _____________________________ Wise Quotes On Caregiving "Suddenly here I was single, just coming and going as I pleased, except for my dog. And suddenly I had someone that was counting on me. And my dad was a very dynamic man. So he needed some outlets for socialization and for his creativity. And all these things I had to figure out along the way. So there are things that I would tell a caregiver. It's not just feeding and doing the physical things that are needed. It's a lot of emotional support too. So you have to be ready. On Baldwin "I got a therapist who helped me a lot. And my dog, Baldwin, he was a rescue dog that my mom bought for me before she died, so I always looked at him as a sign of her love to me. And you know, it's just, if things got really intense,

It's time for a recap of our best retirement podcast conversations from earlier this year. As you listen, ask yourself: What if I put this into action? Ready to learn more? Here are links to the full conversations: Stephanie Harrison Jordan Grumet Anne Laure Le Cunff Ethan Kross Bob Rosen Judith Nadratowski Alison Wood Brooks ______________________ Podcast Episodes You May Like The Very Best of 2024 Best of 2023 – Part Three The Very Best of 2022 _______________________ 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. Connect on LinkedIn _____________________________

Marc Cooper thinks you have an important choice to make. Will you become a wise elder or just someone who's getting older? Marc Cooper joins us from Portland, Oregon. ___________________ Bio Dr. Marc Cooper is a former healthcare consultant, for almost 30 years - at the practice, corporate and organizational levels. Prior to his consulting career, Dr. Cooper was an academician, basic science researcher and practicing periodontist. He felt a shift later in life, leading him to create and lead an organization called the Contemporary Elder Institute. This is a movement to raise awareness around the transformation we all experience as we age - turning knowledge into wisdom - and how it impacts the remainder of our life experience. On the road to becoming an elder, there are no clear road signs, no GPS to guide the way, and no reliable maps to follow. Navigating this path demands acquiring and cultivating higher wisdom—insights that transcend mere knowledge and shallow appearances. Marc explores a transformative approach to aging in his book Older to Elder: The Thinking and Being of a Contemporary Elder. He rejects our culture's predetermined and often detrimental path to late age. Marc champions a new path: a path of strength, contribution, and deep self-worth, the path of a contemporary elder. _________________________ For More on Marc Cooper Older to Elder: The Thinking and Being of a Contemporary Elder The Contemporary Elder Institute _________________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey The Pursuit of Wisdom – Ben Lytle The Measure of Our Age – MT Connolly ___________________________ 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. Connect on LinkedIn _________________________ Wise Quotes On Olders and Elders "Older is objective and elder is subjective. Older is defined by the culture. This is what happens when you get old. These are the problems that occur....So there's a certain element of conventional knowledge that people can expand their lives through their health span, their lifespan... That's distinct from a cultural viewpoint... You would observe it in their language, and you would observe it in their listening. So another is a listener, and another knows certain principles that are practiced that older does not, and one would be that listening is more powerful than speaking, that you listen in a way that allows for the other person to have safety....

You're more than your job. Much more. But it takes some time to transition once you retire. It can be especially challenging if you were forced to retire. Laverne McKinnon knows what it's like to process job loss and what it takes to move forward. Laverne McKinnon joins us from Los Angeles. _______________________ Bio Laverne McKinnon’s journey reflects a sincere commitment to helping individuals and organizations rediscover their capacity for impact and creativity. She balances multiple hats, integrating her experience and expertise as both a Career Coach and Grief Recovery Specialist with her extensive background as a Film & Television Producer. With an understanding that unaddressed setbacks and grief can erode resilience, Laverne specializes in guiding people and companies to reconnect with their core strengths and aspirations. Her approach is grounded in the belief that clarity of values and purpose lies at the heart of fulfillment and meaningful impact. As an adjunct professor at Northwestern University's MS Leadership for Creative Enterprises program, Laverne’s highly regarded course on Persuasion & Pitching stands out for its experiential nature, pushing students to engage actively and think on their feet. She imparts the philosophy that pitching is not a contest to be won, but a connection to be made, emphasizing that people invest in individuals before ideas. This philosophy stems from her background as a television programming executive. A significant portion of Laverne's career was spent on the corporate side, notably as Senior Vice-President of Drama Development at CBS and Executive Vice-President at EPIX. Her involvement in the CSI and CRIMINAL MINDS series highlights her ability to identify and develop highly commercial and financially lucrative franchises. As the inaugural programming chief for EPIX, she earned the platform its first Emmy nominations. Her tenure as Head of Television at Charlize Theron's production company, Denver & Delilah, further showcased her ability to bring projects to life including three direct-to-series orders. As the Executive Producer of the Netflix series GIRLBOSS and co-founder of K&L Productions with filmmaker Kay Cannon, Laverne's passion for championing marginalized and underserved stories and communities is informed by her Japanese heritage and growing up in a lower-income household. Laverne's academic foundation, encompassing a BS in Radio-TV-Film from Northwestern University and an MBA from Pepperdine, underscores her commitment to being a lifelong learner. Along with certifications as a coach and grief recovery specialist, she’s also a practitioner of cognitive behavioral therapy and neuro-linguistics. ________________________ For More on Laverne McKinnon Moonshot Mentor ________________________ Podcast Conversations You May Like Working Identity – Herminia Ibarra 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 also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.

Retirement is what you make of it. Do you have a second-act story as an entrepreneur in you? Connie Inukai, author of Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story, shares her experience in her second act as an inventor and "Grandmapreneur." Connie Inukai joins us from Maryland. _______________________ Bio As a serial “Grandmapreneur®”, Connie Inukai speaks to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. Retired from teaching Technical Writing at the University of Maryland and Johns Hopkins University for four decades, Connie Inukai became an award-winning inventor at the age of 68. Featured in Entrepreneur magazine, “6 Reasons to Pursue Entrepreneurship in Retirement,” Connie encourages Baby Boomers to have an active retirement through business or social entrepreneurship. She is the creator of Write Your Selfie®, where she inspires people to write their life stories in a fun and easy-to-read format so grandchildren and future generations will enjoy turning the pages to learn about their ancestry and life lessons. She is passionate about working with dementia sufferers and their families to preserve the memoirs of this “invisible” population. _______________________ For More on Connie Inukai Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story Website - Grandmapreneur: Inspiring Invention, Ideas, and Impact _______________________ Mentioned in this Podcast Conversation SCORE Mentoring Program _______________________ Podcast Conversations You May Like The Heart of Grandfatherhood – Ted Page Is Semi-Retirement the Best of Both Worlds? – Liz Weston Unretired – Mark S. Walton ________________________ 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. Connect on LinkedIn ________________________ Wise Quotes On Being a Second Act Entrepreneur "SCORE is very helpful because when I started, when I retired, I was 68 years old and then I was fumbling around with my invention. I knew nothing about anything, but I did learn how to invent a product and I went to SCORE because I had no idea what to do and they're very good with newbies and I think they didn't expect a newbie to be my age, but I think I'm older than my SCORE mentor, but he was wonderful and the first thing he did was he told me to write a business plan.

Is stress bad for you? Yes, but so is too little stress. Sharon Bergquist, MD, author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier, shares her research on how good stress, in the right amount and at the right time, can enhance your well-being and longevity. Dr. Sharon Bergquist joins us from Atlanta. _________________________ Bio Sharon Horesh Bergquist, MD, is the author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier. She is an award-winning physician, innovative healthcare leader, and visionary researcher renowned for spearheading a science-based approach to applying lifestyle as medicine. She has helped lead numerous clinical trials, including the Emory Healthy Aging Study and the NIH-funded Emory Healthy Brain Study. Dr. Bergquist is widely published in peer-reviewed journals and has contributed to over 200 news segments, including Good Morning America, CNN, ABC News, The Wall Street Journal, and NPR. She hosts The Whole Health Cure podcast and her popular Ted-Ed video on how stress affects the body has been viewed over six million times. She received her degrees from Yale College and Harvard Medical School. _________________________ For More on Sharon Bergquist, MD The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier Website _________________________ Podcast Conversations You May Like Tiny Experiments – Anne-Laure Le Cunff Shift – Ethan Kross From Cravings to Control – Revamp Your Habits – Dr. Jud Brewer ________________________ 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. Connect on LinkedIn __________________________ On Good Stress and Bad Stress "You can tell a lot about the difference between good stress and bad stress by looking at studies on retirement because there's such a discrepancy between the studies, some showing that some people live longer and live better when they retire and some people actually do better if they work past retirement age. And when you look at the difference, it really comes down to the nature of their job. If people are working in jobs that are joyful, purposeful, very reward driven, they tend to do better working past retirement age. And people who feel chronically stressed, overwhelmed by their work, there's no joy, low reward, they tend to do better to retire. And that begins to tell you a lot about good stress and bad stress." On Stress "So essentially,