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August 3, 2020
The Keys to Growing Young Can friendship, optimism, and kindness help you live to 100? Marta Zaraska, author of Growing Young joins The Retirement Wisdom Podcast to explain how the research indicates it can through the mind-body connection. We discuss with Marta: What inspired her to write Growing Young Where some of us may be overinvesting and underinvesting based on scientific research on longevity How optimism and pessimism may affect longevity Why superfoods, supplements and "quick fixes" aren't the wise moves to make Her favorite stories from her travels and experiments while researching her book Which things lower and which things raise mortality risk based on the research, including a few that may surprise you Lessons that may be helpful in quarantine What Longevity Habits to create __________________________ Wise Quotes On Optimism "There is so much research showing that optimism can add anywhere from four to 10 years of life.  The number 10 years keeps reappearing in studies over and over. For example, Catholic Nuns, which are perfect groups of study because, you know, they all live in basically the same environment, their whole lives, especially those who entered very, very young. And there was a study exactly like that. They eat the same thing. They wake up at the same hour, they live in the same place doing exactly the same things. And there was one famous study that analyzed their diaries and those who are using the most cheerful language, the most optimistic language outlasted those who are using very gloomy, pessimistic words in the writing by exactly about 10 years. And the same was shown, for example, on autobiographies of famous psychologists on even the orangutans in zoos, you know, when they are evaluated by the zookeepers. Those who have the most cheerful, outgoing personalities outlive the more pessimistic, gloomy orangutans by 10 years as well. So it keeps coming back to the 10 years." On Longevity Habits "When I think about diet and exercise, which again, are still important, but it's very much inward-looking. So it's very much an 'all about me' kind of thing - my body, my diet, my exercise. But when I think about those soft longevity habits, it's more about looking outwards outside of yourself. I'm thinking about other people. So, when you wake up, just think: What can I do for others today? How can I be nicer? How can I contribute to my neighborhood, to my family? How can I be nice to my partner or to my neighbors or to my friends? -  things like that. Very, very simple, but this is a change of perspective. And I think that this can make a tremendous difference. Of course, there are very practical suggestions in my book as well. For example, do more things in synchrony with others. On Synchrony "There is an amazing effect with synchrony actually has an asset. For example, when we do things in sync with others, that boosts of those social hormones that we get out of it is actually double. So for example, when you dance with other people and when you sing with them, it makes you feel connected. And it releases all the social hormones that have beneficial health effects for you, such as endorphins, which are natural painkillers. But when you do it in synchrony, the effects are doubled. So for example, chorus singing or line dancing is kind of my career. So there are very, very practical tips out there as well for people to try." __________________________ Bio  Marta Zaraska is a science journalist whose work has been published in The Washington Post, Scientific American, New Scientist, and The Atlantic. ​Her first book, "Meathooked: The History and Science of Our 2.5-Million Year Obsession with Meat" was chosen by the journal Nature as one of "the best sci...
July 27, 2020
The Ripple Effects of Giving Back Giving back is admirable. But in the midst of a busy and successful career, it's can be easy to put off giving back to the community. Donating financially is impactful, especially now, but many people feel a tug that they want to do more. The freedom to retire offers opportunities to do just that. Our guest today, Barbara Greenspan Shaiman, encourages people to think about the impact on future generations. She urges people to get involved and to live your legacy now. Barbara and I discuss: What inspired her to become involved in social activism Why she created a not-for-profit Champions of Caring What drives her to do what she does What it means to Live One’s Legacy What she sees inspires people to give back in retirement Why people put off living their legacy and what often gets in the way Her advice for someone who wants to Live Their Legacy - Now __________________________ Bio A noted educator, businesswoman, and social entrepreneur, Barbara Shaiman has used her skills and ability to empower others to create social change. She began her career as a teacher, developing curriculum for at-risk youth, and later directed Eisenbud & Associates, an executive search firm that specialized in recruiting physicians and healthcare executives nationally. As a leader in this field, she presented frequently on human resources issues at conferences. In 1995, she founded Champions of Caring, a non-profit organization that has empowered more than 10,000 youth in Philadelphia and South Africa to become leaders in service and active, engaged citizens. The daughter of Holocaust survivors, Barbara’s mother was incarcerated in the Auschwitz Concentration Camp and is the sole survivor of a family of 65 people. Her father worked for Oskar Schindler, on whose story Steven Spielberg’s film Schindler’s List was based. This family legacy, coupled with her professional experience and work with Champions of Caring, has motivated Barbara to help others to live their legacies. For 20 years, Barbara has created programs that have inspired and empowered youth with the skills to create service projects to address local and global issues and create cultures of caring within their schools and communities. With her strong background in human resources, entrepreneurial spirit, and 30+ years speaking publicly, Barbara created Embrace Your Legacy to share her message and encourage youth and adults of all backgrounds, locally and internationally, to embrace and live their legacies. Barbara often is called upon to share her message at community events, conferences, and workshops. Her audiences include corporations, financial advisors, universities, educators, faith-based communities, women’s groups, service organizations, trade associations, and professional groups. Through speeches, workshops, and consulting, she shares her highly effective and replicable 10-step approach to provide participants with the necessary tools to create social change in an informed and creative way. Barbara earned her bachelor’s degree in psychology and education from Hunter College in New York City, and a master’s degree in education from North Adams State College in Massachusetts. Barbara has served on the boards of numerous community organizations, including the Greater Philadelphia Consortium of Holocaust Educators, The Transition Network, Chemical People Project, the Southeastern Pennsylvania Chapter of the American Red Cross, and Hebrew Immigrant Aid Society. She founded the Philadelphia chapter of Life Planning Network and has served as board chair of the Women’s Division of the Jewish Federation of the Berkshires and the ...
July 22, 2020
At some point, you'll become eligible for Medicare. And you'll be faced with a number of options. But how do you know which choices are the right ones for you? There are a number of misconceptions about how Medicare works, so it's important to do your homework. Today we talk with Dan Petkevich about Medicare 101 and discuss: What makes Medicare complicated What people are most surprised by when they begin to look into Medicare Common mistakes to avoid How far in advance people should begin to look into Medicare Options for people who work for a corporate employer, and will be eligible for Medicare, but have a spouse who’s younger than 65 Dan's advice for listeners who want to get their Medicare options right __________________________ Bio Dan Petkevich is the CEO of Fair Square Medicare, a company he started when he saw his own parents struggle to understand their health care insurance options when they turned 65. Prior to founding Fair Square Medicare, Dan founded Trim, a financial health company that’s generated over 40 million in cost savings for its customers. Previously, Daniel co-founded Octane Lending, a venture-backed financial technology company. He graduated from Yale with a degree in Physics. ________________________ Wise Quotes On Why Medicare Can Be Complicated "I think it's why the system is the way it is, I would say, is probably this dynamic between public and private partnership. Where you have Medicare Parts A and B, which are provided directly from the government from Medicare - and Medicare is the payer there. And that' what a consumer needs to figure out when you enroll in Parts A and B what do they cover? And then there are all the supplement plans. So that's hard for the consumer because they need to choose one out of maybe 37 plans available to them. And when I say supplement, I mean that in the generic terms, meaning  Medigap and Medicare Advantage plans. But I think like there's complexity from that because all those plans are actually provided by private carriers. And so there's just like a lot of complexity derived from the interaction between the public part of Medicare, which is Parts A and B and the private part, which is a Medigap or a Medicare Advantage plan." On a Common Mistake to Avoid "Many people will sign up for a plan with a low sticker price. And then it turns out that plan doesn't cover their Doctors, which is obviously no good - or it's a PPO. And there's some Doctor you need to see and he or she is out of network, and now you have to pay an exorbitant price to see him or her." _________________________ Related Retirement Podcast Episodes You May Like   With the Freedom to Retire, Where Will You Plant Your New Tree? – Don Ezra Retirement Planning Includes Getting Good at Getting Older – Rabbi Laura Geller How Can You Be Better with Age? – Alan Castel Are You Ready For The New Retirement? – Stephen Chen _________________________ Related Blog Posts  Medicare 101 _________________________ About Retirement Wisdom We help people who are retiring from their primary career – and aren’t done yet – discover what’s next. A long retirement is a terrible thing to waste. And a meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how we can help you make yours great. _______________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC.
July 16, 2020
The New Retirement is Here - and It Keeps Evolving Planning for retirement is not the type of thing you set and forget. Retirement continues to evolve. And in times like these, you want to make sure that your retirement plan is current and up to speed for a changing landscape. Our guest, Stephen Chen, has his finger on the pulse of retirement today. His company, New Retirement, is an online retirement planning service, with one of the top-rated planning for retirement calculators, along with other robust tools and advisory services. Steve offers his perspective and opinions on: The story of his company: New Retirement How retiring is different today The building blocks of a sound retirement plan The expenses people aren't adequately accounting for - but should be How the pandemic is changing retirement planning How COVID-19 is affecting the FIRE Movement What people should be aware of if they want to start a business How people who've put it off can get started on preparing for their retirement ___________________________ Bio Stephen Chen is the founder and CEO of NewRetirement, an online retirement planning service focused on helping people prepare for and make the most of their resources in retirement. He focuses on product management and business development at NewRetirement. His experience spans financial services, education, investing, and retirement planning across firms that include Charles Schwab, Wells Fargo, Embark, SEC Ventures, and Dimensional Fund Advisors. Chen has worked in Fortune 500 firms and has also started venture-backed firms that have raised $40 million in capital. He is an honors graduate from Boston University with a bachelor of science in systems engineering. ___________________________ Wise Quotes On The Importance of Planning "First, it's just having a plan. Right. So getting organized and kind of seeing what's possible. For many folks, healthcare is the number one thing they're thinking about when they're looking at the transition to retirement. So, there are three parts. There's the healthcare you get while you're working, which people take for granted. Then there's usually a gap between when you're working and before Medicare. And then there's your plan for Medicare, but then there's thinking about your healthcare. There's thinking about your income, right? So how do you claim social security? How do you draw your assets tax efficiently? How do you manage risk in your portfolio and in your own situation? So there are different ways that you can hedge risk in your portfolio and there are ways you can use other resources". On Purpose in Retirement "We're definitely seeing people ask in our community for ideas on how to spend their time, if it's volunteering or if it's work or starting companies. Being thoughtful about purpose -  it's worth it to take some time and think about how you're going to spend your own time, where you want to see that invested in and what you want to see the result of that time." On The Impact of COVID-19 on Retirement Planning "I think another thing that's happened is like the people are getting a preview of what retirement could be if they are not too thoughtful about it. t's like Groundhog day, right? It's like the same day over and over - What are we doing today? We're going to go for a hike. What's for dinner? That's anybody watched the movie Groundhog day again. Doesn't look like a lot of fun. Let's be thoughtful about how we're going to spend our time. __________________________ For More Information on Stephen Chen  NewRetirement.com _________________________ Related Podcast Episodes
July 5, 2020
What's a business owner's retirement plan? It's often based on the business itself. And to retire smarter, that means you need a sound exit strategy. Don't Put Off Your Exit Strategy An exit strategy is easy to put off. But it's a crucial component of retirement planning for small business owners and entrepreneurs. Putting it off can create unnecessary risk and uncertainty. In fact, a surprisingly high percentage of business owners do not know the valuation of their business. And that leads to the possibility that you won't be able to retire on your own terms when you're ready. Our guest today is Ashley Micciche, QPFC®, CRPC®, who specializes in qualified retirement plans like 401(k)s, Profit Sharing Plans, and Cash Balance Plans. Ashley shares her wisdom on developing an exit strategy and what she sees with business owners planning for retirement. We discuss with Ashley: How she became involved with exit planning What she thinks are the essential components of a good exit strategy What gets in the way of having a sound exit strategy in place How far in advance of retirement should business owners develop an exit strategy The unique things business owners need to think about with retirement planning What she hears from business owners these days on planning for retirement Ashley joins us today from Portland, Oregon. _________________________ Wise Quotes "What I found was a lot of these business owners I have been working with and was working with at the time; a lot of them were close to retirement. A lot of them had pretty much everything tied up in their business. And when you're a business owner, the decision to retire is much more complicated because not only do you have to figure out what you're going to do about when you retire. [There's ]Social Security and do I have enough to retire? All those things. But then you have this big elephant in the room, which is the business." "And so that led me down this path to focusing more on, 'Okay, how is your business a component of your retirement?' It's usually a pretty big component. And so I started talking with my business owner clients more and more about that. And then about eight years ago, one of my business owner clients died very suddenly of a heart attack. And he had done no planning or anything. And I watched from the sidelines as his business crumbled, his long-term employees were very quickly let go and laid off. The company was sold for pennies on the dollar to an East Coast competitor. We're on the West Coast here. And just everything that could have gone wrong after he died did go wrong. And it was very hard to watch. And I thought, I need to go deeper into this with clients; talking to them and helping them and carving out a plan for exit. And along with that, what happens to your business? How can we protect your business and protect your family, if things don't go as planned." _________________________ Bio Ashley Micciche specializes in qualified retirement plans like 401(k)s, Profit Sharing Plans, and Cash Balance Plans, and has earned both the Chartered Retirement Planning Counselor® and the Qualified Plan Financial Consultant® designations. Ashley works with her business owner clients to help build and maintain successful retirement plans that recruit, reward, and retain good employees while controlling costs. Most importantly, her goal is to help maximize the number of employees who retire with adequate savings. Ashley started her career as a financial advisor in 2007 after graduating magna cum laude with a Bachelor of Science degree in Business Finance from Portland State University. When Ashley joined David as a financial advisor in 2007, she jumped in with both feet. “My dad threw me to the wolves,” she laughs,
July 2, 2020
Making a career change at 50 isn't something you should do on a whim. It takes planning and savvy networking to create the right encore career in the non-profit sector. Our guest on this podcast, Betsy Werley, of Encore.org, made such a transition to an encore career to the not-for-profit world herself after a successful business career. And she's helped many people make smart transitions to second careers. We discuss with Betsy: What led her to pursue an encore career in the non-profit sector Why the missions of The Transition Network and Encore.org attracted her What the transition was like coming from the corporate arena into the non-profit world The benefits - and challenges  - of  second act careers How volunteering helps pave the way The biggest obstacle many people face in landing the right non-profit role Her advice for people considering a move into a non-profit encore career What resources people should tap into when considering a career in the non-profit sector Betsy joins us from New York City. _____________________________________ Bio Betsy Werley is Encore.org’s Director, Network Expansion. She has dedicated this phase of her career to building the encore movement and making later life a time of opportunity and contribution. Betsy moved to the nonprofit sector in 2005, as The Transition Network’s first Executive Director. She led that organization through a growth phase from one chapter to 12. Her encore transition was profiled in Marc Freedman’s The Big Shift and Kerry Hannon’s What’s Next?  In her Transition Network role, she was a founding member of Coming of Age New York City and the Encore Network Steering Committee. Betsy joined Encore.org in 2013 as an Innovation Fellow, expanding connections between Encore.org and on-the-ground programs in the US and around the world. Betsy spent the first 26 years of her career as a corporate lawyer and a business executive at JPMorgan Chase. She served as a long-time board member and President of the Financial Women’s Association, and in 2002, launched a mentoring program for Baruch College undergraduate women business majors. In 2017 she received Baruch’s Community Partner Award for her leadership of that program. Betsy has also been honored as the 2019 recipient of the PSS Impact Award for Leadership in Positive Aging.  Betsy is frequently quoted by the media and invited to speak on issues related to older adults as assets in society. _______________________________________ Wise Quotes   On Networking "I think people should always be aware - and people should always think life is long and thee people around me now are people with whom I want to maintain a positive relationship with. And to know that at some point they would think of you if they are looking for something - and you would think of them. And sometimes, I think people don't realize how big a network they have already. So your dentist is in your network. Your doorman is in your network. That guy who sells you your car is in your network. So with that specific message of 'Here's what I'm looking for', those are all networks that you can tap. So I think one challenge for a lot of people is that they are shy about leveraging their networks and saying to people, just for the heck of it,'I hear something, I wonder if you have any advice for me. So really talking to people and learning how to leverage the networks that they actually have. It's pretty diverse."   On Volunteering "You can certainly start out getting involved in volunteering in Board work while you are continuing to do your day job. In fact, I strongly recommend that to anyone I talk to as they're looking ahead at a ...
June 25, 2020
The best midlife transitions are not linear or predictable. You find your calling or life's mission in different ways. The paths are winding. Unexpected events serve as catalysts to redirect you in ways you could not have imagined earlier in life. The story of Steve Javie's journey to find his life's mission is remarkable.  And while his particular path or religion may not be relevant to you, his lessons learned just might be helpful in your unique midlife transition. Bio  A highly regarded referee in the National Basketball Association for 25 years, Steve Javie officiated 1,514 regular-season games, 243 playoff games, and 23 NBA Finals games, from the 1986-87 season to the 2010-11 season. Highly respected for his game management skills, Javie was also a Crew Chief for 22 years. During his career, he was a board member of the National Basketball Referees Association and a key contract negotiator. Steve retired from the NBA in 2011 - and in 2012 began a seven-year course of study --- in the Archdiocese of Philadelphia to become a Deacon in the Catholic Church. He was ordained on June 8th, 2019, and serves as an ordained Deacon at St. Andrew’s Catholic Church in Newtown, Pennsylvania. In addition, Steve Javie works with ABC & ESPN as a basketball analyst where you’ll see him in the weeks ahead as the NBA season resumes. _________________________ Wise Quotes   On Taking Time With Transitions "The advice I would give somebody who is retiring is it takes some time, some quiet time. First of all, number one, since you've probably been working for a number of years, don't jump into something right away too quickly. Take that quiet time. Get that adjustment period to get to know your wife again, your family again, if you have any children at home. If not, maybe get to know that person who's put up with us all these years and are [also] working. And don't jump right into another phone call because your ego says, 'Hey, you know,  this company wants me or that company wants me to be a consultant or they're going to pay me this' I think we deserve it to just sit back and relax. And I think within six months to a year or whatever it may be, I think then you can say, you know what, I'm ready to maybe do something." On The Importance of Mentors ... and Learning from Mistakes "I really believe that having great mentors is what it takes to be a successful official. One of the reasons ...I learned this at an early age and I preached this a lot when I speak to younger officials at the high school level, you really have to be objective with yourself. You really have to be able to look at these game films...and be objective. "I missed this call" - it's the hardest thing in the world to do for humans. You really have to admit your mistakes to be able to do that. Because I think, once you make your mistake, then you find out the big question you always say, when you make a mistake, (when watching video) is, 'Why, why did I make that mistake? Why did I blow the whistle? Or why didn't I blow the whistle? And I think if you can get to that point of admitting your mistake, swallowing your pride and saying, Okay, why did I do this wrong? Well, how can I improve? Was my positioning this way? Did I guess, did I have an open look on the play? There are so many questions you have to ask yourself. As I tell every young referee, be objective, admit your mistakes...But I can just relate it to everyday life too. I think it's really kind of cool that we can, as human beings, at times admit our mistakes. And it makes things a lot easier." On Faith "I just tell everybody, just to challenge yourself, to go outside your comfort zone and go a littl...
June 5, 2020
Can seniors save the world through social activism in their life after retirement? Dr. Thelma Reese thinks so. And, she knows so, too. She's the co-author of the new book How Seniors Are Saving The World: Retirement Activism to the Rescue! with BJ Kittredge. While we often see examples of senior volunteering, this book highlights seniors who are activists in various ways on a range of issues. Seniors Helping Others in Retirement The book tells the stories of seniors from various walks of life, ages, and backgrounds who are doing just that. They are investing their time, energy, and passion into causes that matter— and they’re making a difference. Whether it's volunteering or activism that's a fit for you, you'll find these stories inspiring ways to get involved - in ways big and small. We discuss: Why she wrote this new book What the diverse group of 24 seniors profiled in the book has in common Some of the stories and causes detailed in the book of seniors changing the world What she thinks we can learn from the pandemic How her thinking has evolved during the pandemic on topics like ageism Why intergenerational relationships are so important The story of a new intergenerational course she's creating with a group at Temple University and Osher Lifelong Learning Institute in Philadelphia Her advice for seniors who want to get engaged in saving the world Dr. Reese joins us today from Center City Philadelphia. ______________________________ Bio Thelma Reese, B.S., M.Ed., Ed.D., all from Temple University, began teaching third grade in 1954.  When her two daughters were in school, she began her graduate studies in Educational Psychology, was awarded a pre-doctoral fellowship, and was active first in the field of Reading Psychology and Education.  She taught as an adjunct professor at Temple University and Arcadia University. When her children were grown, she became a professor of English and director of special programs at Community College of Philadelphia. After early retirement at CCP, she created the Advisory Council for Hooked on Phonics and was its spokesperson in the '90's. In that role, and as director of the Mayor's Commission on Literacy for the City of Philadelphia, she appeared frequently on television and hosted a cable show in Philadelphia. She was a founder of Philadelphia Young Playwrights, chaired the Board of Children’s Literacy Initiative, and organized the World Symposium on Family Literacy at UNESCO in Paris in 1994. She is co-author, with Barbara M. Fleisher, of The New Senior Woman: Reinventing the Years Beyond Mid-Life (Rowman & Littlefield).  Their second book, The New Senior Man:  Exploring New Horizons, New Opportunities was published by Rowman & Littlefield in 2017.  Her latest book is How Seniors Are Saving the World:  Retirement Activists to the Rescue!, co-authored by BJ Kittredge, published by Rowman & Littlefield in 2020. Reese and Fleisher created the blog www.ElderChicks.com in 2012, which is ongoing since the passing of Dr. Fleisher in October of 2016. She lives in Philadelphia with her husband, Harvey Reese, who is an artist and the author of several books, including How to License Your Million Dollar Idea (John Wiley, publisher). _____________________________________ Wise Quotes  On Activism vs. 'Clicktivism' "I think activism really is just doing something that goes beyond thinking about it. I love the word that I found somewhere clicktivism, where we just click on or like something on Facebook. It goes another step. In some ways, I think we just redefined activism tremendously with the pandemic. I think seniors just by staying in, have been activists - just by not making things more dangerous for themselves and others.
May 29, 2020
What Will Your Life in Retirement Be Like After a Highly Successful Career? Some people can't wait to enjoy the freedom to retire. But for many of us, it's just the beginning of the next chapter. What is it like to change lanes and perhaps never retire? Professor Meyer Feldberg is the author of No Finish Line: Lessons on Life and Career. He joins us for a conversation about the book, his reflections on different phases of his illustrious career - including his post-retirement career - and his advice on continuing to move on, contribute, and grow throughout life.   Bio Meyer Feldberg served as dean and professor at Columbia Business School for over 15 years. He received a BA from the University of Witwatersrand in South Africa, an MBA for Columbia Business School, and a Ph.D. from the University of Cape Town. In 1972 he was appointed dean of the University of Cape Town’s Graduate School of Business. In 1979 he became director of executive education and associate dean at Northwestern University’s J.L. Kellogg Graduate School of Management. In 1981 he was appointed dean of Tulane University’s A.B. Freeman School of Business, and in 1986 returned to Columbia as professor of management and dean of the Business School. In 2003, he was named the Sanford C. Bernstein Professor of Leadership and Ethics and held the chair until 2007, when he became dean emeritus. In 2007, Mayor Michael Bloomberg appointed Professor Feldberg president of New York City Global Partners. Professor Feldberg is currently a senior advisor in the Investment Banking Division at Morgan Stanley. He and his family have lived in eight cities on three continents.   _____________________________________ About the Book Meyer Feldberg is a storyteller. The source of his stories is his rich and unique life, which took him from South Africa under apartheid to a C-Suite in present-day New York, from the hallowed halls of academia to the frenzy of global investment banking. As with all storytellers, there is a purpose embedded in each of his stories that is specific in its details but universal in its message. No Finish Line is Meyer Feldberg as his friends and colleagues know him. It is the professor dispensing sage advice. It is the mentor telling a tale about himself that is really about you. In his telling, Feldberg’s story―his successes and his failures―is a lesson plan for how to lead a worthy personal and professional life. This concise volume reminds the reader of the importance of courage and decency in our relationships. Feldberg shows how values such as self-awareness, personal responsibility, and generosity play out in ways that in retrospect become pivotal. He relates his regrets as well as his triumphs, candidly sharing how our failures to live up to our own expectations can continue to haunt us. Written by a leading fixture of New York’s educational, cultural, and business elite, No Finish Line is an engaging portrait of what matters most in living a good and successful life. - Columbia Business School Publishing Order No Finish Line: Lessons on Life and Career by Meyer Feldberg ______________________________________ Wise Quotes On Mentoring “It gave me an understanding that there are two kinds of mentoring, mentoring that is destructive and makes life awkward and difficult for you and mentoring that helps you grow - where you admire the individual that's working with you and assisting you and directing you.”   On Second Careers “I don't use the phrase second act or second shot. You’ve got to feel the energy of wanting to move on and move up, move on and move up. And then one day, I assume you say, I'm done. I'm not done. But to me, it's not a second act or a third act or a fourth act.
May 13, 2020
Maybe you've achieved the freedom to retire or perhaps you're on your way and working from home. In either case, life has changed and will be different for some time. Under these circumstances, what are the best coping strategies for anxiety in uncertain times? And can spending time in nature help us? Can we do our own ecotherapy? In this special podcast episode, two cooped up guys in New Jersey talk with two guests to get their advice. Stay tuned for the final segment where we share our personal observations on the lockdown and moving forward.   Coping Strategies   First up is Nick Wignall. He is a licensed psychologist at The Cognitive Behavioral Institute of Albuquerque where he does psychotherapy with adults of all ages. Board-certified in behavioral and cognitive psychology, he specializes in empirically-supported treatments for anxiety and insomnia, including interoceptive exposure therapy for panic attacks, exposure and response prevention (ERP) for phobias and OCD, and Cognitive Behavioral Therapy for Insomnia (CBT-I) for sleep difficulties. Nick is the author of a recent book on therapy and mental health: Find Your Therapy: A Practical Guide to Finding Quality Therapy. It’s a nuts and bolts style guide to learning about the most important factors in choosing a therapist and how to go about finding a good one, either for yourself or someone you love. Nick did his doctoral training in clinical psychology at the University of Texas Southwestern Medical Center in Dallas, including research in human genetics and psychopharmacology. Prior to that, Nick earned his Masters in Social Sciences from the University of Chicago and a bachelor's in English Literature from the University of Dallas. Nick lives in Albuquerque, New Mexico with his wife, his three young daughters, and German Shepherd, Charlie. We ask Nick for his thoughts on: How people can maintain their mental health in the pandemic Coping strategies for anxiety in these times How to best cope with isolation How to get sleep patterns back on track His advice if people need to seek professional help _____________________________________ Wise Quotes   On Habits & Mental Health "I really think habits are kind of the soul, the heart and soul of mental health."   Habits vs Coping Skills  "And what I mean by that is coping skills are a bit like your emergency break in your car. They're nice to have, but you really don't want to rely on them. Instead, I think you want to work to cultivate habits that strengthen your mental health and keep you resilient even when things get tough. So, I think this is especially important - when it comes to something like our current situation with COVID- 19 and the lockdowns. Because a lot of us have lost a lot of our normal habits and routines, that whether we knew it or not, we're actually kind of buffering and strengthening our mental health."   On Building New Habits "I think probably the most important thing people can do is to first start to think about what are the habits that support and strengthen my mental health. And then given the unique kind of challenges and constraints of our current situation, how can I get kind of creative about building new or sort of modified habits and routines that will support my mental health."   _____________________________________________________________________________________ For More on Nick Wignall: Nick's Website Nick's book Nick's Email: nwignall@gmail.com   _______________________________________
May 8, 2020
Resiliency and perseverance are top of mind these days. Today's retirement podcast conversation is an inspiring story of overcoming adversity throughout life and creating a meaningful second act with a higher purpose. COVID-19 has many ripple effects. Forced to stay at home, many people are finding themselves doing more self-reflection about their true priorities. And others still are being forced to think about what's next earlier than they planned. What will you choose to do when your days of full-time work come to a close? The story of our guest today will fuel your self-reflection. It's the story of an educator who "retired" and then re-fired.   ____________________________________ Bio Dr. Cynthia Barnett is the author of I’m Not Done Yet … and You Shouldn’t Be Either A research study by the American Association of University Women called “Why so few women in Science, Technology, Engineering & Math” prompted Dr. Barnett to join the movement to empower girls in Science, Technology, Engineering, Art, and Math (STEAM) by seeking to ignite their interest and spark their enthusiasm while building core life skills of self-confidence, self-esteem, curiosity, problem-solving and risk-taking. Dr. Barnett has become a STEAM champion and is passionate about bringing opportunities to young girls to blaze their own path in STEAM fields to get them ready to meet 21st Century challenges in the scientific and technological fields. Saturday Academy was one of the programs featured on CBS  on their Martin Luther King “Fulfilling the Dream” program focusing on people in the community who give back. The Connecticut Technology Council has honored Dr. Barnett with its Community Innovation & Leadership Award. Dr. Cynthia won the Inaugural AARP Purpose Prize for her work with igniting the SPARK in girls for STEAM (Science, Technology, Engineering, and Math). _____________________________________ Resiliency and Perseverance Lead to a Great Second Act We discuss: Her Amazing Girls Science Program What inspired her to write her book I'm Not Done Yet...And You Shouldn't Be Either Her journey to college, beginning with multiple rejections, and culminating in a Doctorate from Columbia University How dealing with challenges creates greater strength Why becoming an Empty Nester can be a catalyst Why creativity and resiliency can be cultivated How people can recognize a calling Why some people believe that they can never achieve their dreams yet others do just that Her advice for anyone who's retiring, but not done yet _____________________________________ Wise Quotes On Resiliency "I made a decision that I was going to swim and I was not going to sink. And one of the things I learned from that difficult situation and that really bubbled up in me was my own problem-solving skills. I learned how to figure it out.  I had an inner strength in me that I didn't know existed. I learned how to be independent and how to be confident. And it was a very difficult time, but I made it through."   On Self-Reflection "Sometimes it's difficult. It depends on the mind where one may be thinking they want to lead their life. It's a lot about reflection. And thinking, 'Well now it's time. It's time to do something else. It's time to give back. And it's time to really make a difference.'      On Recognizing a Calling "That inner calling, it just speaks to us and if people are really willing to think of where they're going next, where they want to spend the next 20 years - because research shows that we are going to live to another 20 or 30 years after we leave the regular workforce. As an example,
April 21, 2020
You probably want to fast forward during these challenging times. So, fast forward to your life after retirement. It's a good time to do so, because the retirement ideas you envision and the pre-retirement planning you do now can make it happen. Imagine the feeling when you do achieve the freedom to retire. And what does it take? More than ever, it takes sound planning, a balanced approach and discovering a new purpose in retirement. We're honored to have Fritz Gilbert, of the Retirement Manifesto, return to our podcast to share his retirement advice and talk about his book The Keys to a Successful Retirement. And you'll find this book to be a go-to resource to retire smarter. Professionals planning for retirement, devotees of the FIRE movement (and Fat Fire) and retirees will all find it to be a trusted source of practical retirement planning advice and inspiration. We discuss: How he and his wife are doing in the pandemic His perspective on the economic impact of COVID-19, as an early retiree How he thinks this will affect the FIRE movement What day-to-day life as an early retire is like - and what's surprised him Which factors mattered most in his pre-retirement planning What inspired him to write his book Keys to a Successful Retirement Why test driving retirement life helped him What differentiates people who do it right in retirement from those who don't Why Attitude & Passion should be part of your retirement planning The role the Freedom for Fido project has played in their retirement life - and what hints it gives you for yours Why finding a new purpose is vital What he learned for his ONE Retirement Question project His advice for pre-retirees ____________________________________ Win a Free Copy of the Book Enter to win a free copy of Keys to a Successful Retirement by Fritz Gilbert. We'll be choosing 3 winners from a random drawing on April 30th. ________________________________________ Bio Fritz Gilbert retired after more than three decades in corporate America, where he progressed through the various levels of a multinational corporation serving the global aluminum industry.  His award-winning blog "The Retirement Manifesto" is focused on people achieving a great retirement. Fritz and his wife, Jackie, live in a cabin in Blue Ridge, Georgia, an Appalachian Mountain town where they're active in their local church and various local charities, including Jackie's charity Freedom for Fido (FreedomForFido.com). When he's not writing, Fritz enjoys spending his time outdoors and is an avid fly fisherman, mountain biker, hiker, camper, photographer, and fitness fanatic. He also cherishes his daily walks in the woods with their four dogs, who run the household. Fritz and Jackie also travel cross country in their RV to visit their daughter and her family in the Pacific Northwest. ________________________________________ Wise Quotes   On Envisioning Your Life in Retirement "Think about what you want your life to be. And there's a direct correlation between those that take more time to think about it and how successful their retirement is. The people that are Type A and hard-charging right up til the end, especially if they lose their job unexpectedly, Boom, they're retired. They tend to be the ones that struggle the most. And it really does go back to this getting onto the off-ramp and mentally preparing yourself to start changing gears. You're getting off the Interstate and you're going back on a country road. You've got to be prepared for how that drive is going to differ. And, taking the time to do that before you hit the country road. No doubt in my mind that's the most important thing people can do."  
April 1, 2020
Volunteering plays a big role in many retirements across many types of volunteer organizations. Today's guest, David Jarmul, shares his experiences volunteering abroad with his wife with the Peace Corps in his sixties. David’s new book, Not Exactly Retired, tells the inspiring story of a couple who steered off the main highway of the American Dream to reinvent themselves. They left their home to wander around the United States and Nepal and then serve as Peace Corps volunteers in Moldova, in Eastern Europe. Not Exactly Retired is a book for anyone seeking inspiration about how they, too, might pursue adventure, serve others, and embrace the next phase of their lives. This book is a shining example of why volunteering is important - and why it can be a unique way of reinvention in early retirement. We discuss with David: What it was like to walk away from a great job and career to pursue adventure and service. What his sendoff was like at Duke University. His side trip across the US and a return visit to Nepal before his new Peace Corps mission. What it was like to be in the Peace Corps in Moldova in his sixties. What he learned about himself. How the experience affected his relationship with his wife Champa. What the re-entry to the US was like. What's next for him. How individuals and non-profit organizations can be more strategic about volunteer opportunities. How he'd advise someone looking for a way to be more creative, serve others and pursue a higher purpose. Why drifting in retirement is important to avoid. David joins me from North Carolina. ___________________________________ Bio David Jarmul is a writer and world traveler whose blog has been read in more than 100 countries. He was the head of news and communications at Duke University for many years and held senior communications positions at the Howard Hughes Medical Institute and the National Academy of Sciences. An honors graduate of Brown University and past president of the D.C. Science Writers Association, he has also worked as an editor for an international development organization, a writer for the Voice of America, and a reporter for a business newspaper. His previous books are Headline News, Science Views and Plain Talk: Clear Communication for International Development. David has traveled throughout the world and in all 50 U.S. states. He served as a Peace Corps Volunteer in Nepal, where he met his wife, Champa, and with her in Moldova, Eastern Europe. They live in Durham, N.C. Source: https://notexactlyretiredbook.com/ _____________________________________ Wise Quotes On Identity and Retirement "I began to redefine my identity. It took me months to change my LinkedIn profile and to let go and stop thinking of myself as  the former this or the former that, and to embrace my new role as a Peace Corps volunteer - and also as a blogger. So, that was good. More broadly, I felt like being a Peace Corps volunteer really helped me to be flexible to this. Can I step into a place where the resources are much less than we have in America. In many ways it's a simpler life. And to realize that what really matters in life is, is not necessarily what we obsess about here in America."   On Volunteering Abroad in His Sixties "I was serving in my sixties this time, which many people listening to this might think, 'Wow, that must be pretty tough.' But actually I thought it was easier to be a volunteer in my sixties than it was in my twenties. Particularly since I was serving with my wife. I wasn't lonely. I always had my best friend there. And with the people who ran the community where we were - the mayor and the head of the school and the library and so forth - they were the same age as us.
March 20, 2020
Life planning & career planning can be challenging things to tackle, especially in uncertain times like these. Dave Evans, the co-author of Designing Your Life and the new book Designing your Work Life, explains how the principles of design thinking can give you an edge. Whether you're anticipating a transition to a new chapter in life in retirement, creating a second career or making a savvy career change, "iterating your way forward" is the best way to explore new options. Designing Your Life is one of the most impactful books I've ever read and the one I've most often given as a gift. It's the best book on life planning and career planning in my view. We talk about: The story of how Designing Your Life came to be The Principles of Design Thinking and how they can be applied to life planning and career planning using DYL How Designing Your Life is used in different populations around the world today How DYL is leverage by older adults in mid-life and later life Why Reframing is a skill you'll want to develop How Prototyping works with a person instead of a product What the new book Designing Your Work Life is about How networking is done with a DYL mindset Dave Evans' advice for someone considering making a change in their life or career Dave joins us from California. ____________________________________ Note: We're in challenging times. Investing some time in reflection and self-renewal is especially important now. These podcast episodes are offered now with that intention in mind. We hope you find them helpful and hope that you stay well. ____________________________________ Bio Dave Evans has worked in alternative energy, telecommunications, and high tech. As an early member of the advanced systems group that built the technology that became the Macintosh, he led the first computer mouse team and laser-printing projects, before leaving to co-found the software giant Electronic Arts. After more than thirty years of executive leadership and management consulting in the high tech world, Evans realized that what he really wanted and needed to do was help people rediscover purpose in their jobs and lives. He joined Stanford’s Design Program, where he now co-teaches the incredibly popular Designing Your Life course, which helps undergraduates discover their paths after graduation. In the book Designing Your Life, Evans and co-author Bill Burnett, Executive Director of Stanford’s Design School, bring these principles to a larger audience, proving it’s never too late to design a life you love through innovation and creative problem-solving. A dynamic and entertaining speaker, Evans teaches audiences of all ages that the same principles used to create amazing technology and products can also be used to design and build a life filled with purpose and joy that is constantly creative and productive.   He lectures around the country on design thinking and offers a popular e-course on the subject through Creative Live with Bill Burnett. From his travel around the country and meeting and hearing from thousands of people, Evans was inspired by the Designing Your Life community to compose a second toolkit with Burnett, this time specifically focused on work. Designing Your Work Life is full of tips, tricks, and tools for optimizing and “future-proofing” work.   Evans earned a Bachelors of Science and Masters of Science in Mechanical Engineering from Stanford and a graduate diploma in Contemplative Spirituality from San Francisco Theological Seminary. He and his wife live in Santa Cruz and have five adult children, including three Stanford grads. _____________________________________ For More on Dave Evans
March 4, 2020
          Our guest today is Kelly McGonigal, PhD, and author of The Joy of Movement. Kelly is a health psychologist at Stanford whose Ted Talk on stress has over 22 million views.  The Joy Of Movement is an exceptional book that blends the science behind the psychological benefits of exercise and physical activity with compelling stories of how exercise has helped people overcome challenges and thrive. It's a great time of year to (carefully) start or resume working out and this book has inspiring messages that will get you moving. You'll find this book to be helpful for people at any age and any level of fitness, including exercise for seniors. Our Conversation with Kelly McGonigal We talk with Kelly about: Her personal story with exercise and the role it plays in her life How movement effects our moods How movement can bring out the best version of ourselves - and a braver version of ourselves The social side of movement and exercise How the people she interviewed for her new book showed her how exercise, hope and courage are connected The mind-body connection - and what a rock-climbing experience taught her about overcoming fear The story of her grandparents and the role of music and movement in their lives Her advice if you want to start exercising, resume exercising or take it up a notch Bio Kelly McGonigal, PhD, is a health psychologist and lecturer at Stanford University, and a leading expert in the new field of “science-help.” She is passionate about translating cutting-edge research from psychology, neuroscience, and medicine into practical strategies for health, happiness, and personal success. Kelly's latest book is The Joy of Movement: How Exercise Helps Us Find Happiness, Hope, Connection, and Courage. She is also the author of The Willpower Instinct: How Self-Control Works, Why It Matters, and What You Can Do to Get More of It (Penguin 2012), which explores the latest research on motivation, temptation, and procrastination, as well as what it takes to transform habits, persevere at challenges, and make a successful change. Her audio series The Neuroscience of Change (Sounds True 2012) weaves the newest findings of science with Eastern contemplative wisdom to give listeners a revolutionary process for personal transformation. She is also the author of Yoga for Pain Relief: Simple Practices to Calm Your Mind and Heal Your Pain (New Harbinger, 2009), which translates recent advances in neuroscience and medicine into mind-body strategies for relieving chronic pain, stress, depression, and anxiety. She teaches for a wide range of programs at Stanford University, including the Stanford Center for Compassion and Altruism Research and Education, the Graduate School of Business, and the School of Medicine’s Health Improvement Program. She has received a number of teaching awards for her undergraduate psychology courses, including Stanford University’s highest teaching honor, the Walter J. Gores award. Her popular public courses through Stanford’s Continuing Studies program—including the Science of Willpower and the Science of Compassion—demonstrate the applications of psychological science to personal health and happiness, as well as organizational success and social change. Through a wide range of conferences, workshops, university-affiliated programs, and consulting, Dr. McGonigal also provides continuing education and training to executives, teachers, healthcare providers, and other professionals. Her psychology research (on compassion, mindfulness, and emotion regulation) has been published in The Journal of Personality and Social Psychology, Motivation and Emotion, The International Journal of Psychiatry in Medicine,
February 24, 2020
As people work longer, making a career switch is becoming more common. Planning a career change after 50+ takes a savvy approach that's in tune with what's needed in the marketplace today. And a second career can offer an opportunity to apply your skill set in different ways and pursue greater meaning and purpose. But a mid-life career shift takes a smart strategy and a targeted plan to fully leverage your skills and your network. Is It Time for a Career Switch? In this episode, we talk with Dr. Dawn Graham, who's written Switchers, a go-to book on making a career change. We talk with Dawn about: Her personal experience with making a career shift What skills are critical in making a smart career change What types of career transitions are the easiest - and which are the most difficult How people can best prepare to change careers later in life What people really need to know about networking Advice for people re-entering the workforce or unretiring How people can navigate the realities of ageism The best place to start when planning a career switch Bio Dr. Dawn Graham is one of the country’s leading career coaches, with two decades of corporate experience in recruiting, executive coaching, talent management, leadership assessment, teaching, and business transformation. As Career Director for The Wharton School’s Executive MBA program, Dawn works with a population of hard driving business executives, most of whom are changing careers at the prime of their professional lives while vying for some of the world’s most competitive jobs. Dawn is also the of host Sirius XM Radio’s popular weekly call- in talk show “Dr. Dawn on Careers” offering advice on career transitions to a diverse population of North America. A contributing writer for Forbes.com, Dawn’s first book “Switchers: How Smart Professionals Change Careers and Seize Success” was a #1 new release and shares a practical roadmap with fresh strategies based on her background as a recruiter and psychologist for how job seekers can get into the mind of the hirer and successfully land a career switch. A licensed psychologist, Dawn holds a doctorate in counseling psychology from the University of Denver, a master’s degree in applied behavioral science from the Johns Hopkins University, and a bachelors’ degree in psychology from Seton Hall University. She is on the Board of Directors for the MBA Career Services for Working Professionals, an alliance of the top 30 global MBA programs. She also has an appointment with the Wharton Management Department. Dawn joins us today from Philadelphia. _________________________________________________________________________________ Wise Quotes   On The Power of Your Transferable Skills  "People are making more switches today for a variety of reasons...a lot of times we get on a path early in our career that turns out to not be as interesting as we thought or maybe it doesn't align with our values as we move forward with other parts of our life. I think the people who are successful in making switches recognize the power of transferable skills. Certainly it's important to have some technical capabilities. But what we're seeing now, especially as the market is changing so rapidly, is that there's a lot of hybrid careers. Meaning they want technical skills, but they also want what has been for a long time called 'soft skills'. And I would venture to say that they're not soft at all, that they're pretty key."   On Planning a Career Shift "Our identity gets really wrapped up in a career, especially if you've done it for several years or even several decades. It's hard to look at yourself differently. But once you start to strip away the acronyms and some of the...
February 11, 2020
Is there a playbook on how to retire early?  You may find yourself dreaming of early retirement now after reading stories of the FIRE Movement (Financial Independence and Retire Early). But maybe you're wondering what it would really be like to retire early and walk away? And perhaps you've fantasized about what life would be like without a blaring alarm clock five days a week.   An Early Retirement Story In Progress Our guest is Leif Dahleen, who at 43, did just that in August. We talk with Leif about his story and: What the FIRE Movement is about What early retirement life is really like Why he wanted to retire early What his decision-making process was like How he test drove his retirement What's surprised him so far What he misses about work Why he started his blog Physician on FIRE   Bio Leif Dahleen is a former anesthesiologist, who retired from medicine at the age of 43, having achieved financial independence several years earlier. He started his blog Physician on FIRE in January 2016 to enlighten, educate, and entertain other high-income professionals while discussing money matters of all sorts. Leif achieved both his Bachelors and Medical Degree from the University of Minnesota.Leif is happily married with two children. They call northern Michigan their home base and spend much of the year traveling. Leif joins us today from Spain.   Wise Quote On How To Achieve Financial Independence and Retire Early "The thing is to Mind the Gap,  as they say by the subway in London. You need to grow the gap between your income and your spending. There are obviously two ways to do that, more income or less spending - and either one will work. If you do both, that'll work even better. But what will matter by far the most, especially over the short term and now over the long term (meaning decades, multiple decades) are your investment returns - and fees and expenses -  all of that matters quite a bit. But over the short term, meaning months to a number of years, it's how much you save and how much you put aside for retirement that's going to matter the most. So I tell my readers ( and again I mostly speak to a high income audience who already has the earning side pretty well figured out ) to try to live on half their take home. If they can basically live their lives on half of what they're bringing home and use the rest to either pay off debt and or invest, then they can become financially independent from being flat broke to being Financially Independent, in 15 to 20 years  - more or less -  depending on market returns." __________________________________________________________________________________ Follow Leif Dahleen's blog Physician on FIRE Follow Leif Dahleen on Twitter  __________________________________________________________________________________ Related Retirement Podcast Episodes on How to Retire Early  Chris Farrell Ted Carr Chris Mamula Fritz Gilbert __________________________________________________________________________________ Insta Alert The Retirement Wisdom Podcast is now on Instagram ___________________________________________________________________________________ Free Stuff Try our Free Tools, including a quiz, retirement calculators and our free monthly newsletter. Interested in creating your best life in retirement? Schedule a free consultation about your aspirations and the coaching package that would be right for you.
January 31, 2020
Once you’ve earned the freedom to retire, what will you do next? What are your plans for retirement? How will you approach preparing to retire so that one day you'll be happily retired? Well, Don Ezra thinks that the word retirement is obsolete. He believes it’s high time that we reframe how we think about it. In Don’s view what we used to call retirement, is today the beginning of a new second life. He calls it Life Two – life after full-time work. In fact, multiple surveys indicate that the vast majority of people want to continue to work past what used to be seen as the “normal retirement age.” For many people the desire to work longer is not primarily financially driven. For some it’s about purpose. When work is a calling in retirement, it’s wise to be thinking about how you'll be creating a second career – and a second life. Will You Be Happily Retired Someday? Achieving the freedom to retire is not easy. Neither is creating a new second life. It takes a different level of planning and preparing to retire to do that well, both financially and emotionally. Don has written one of the best books on retirement planning: Life Two. Based on Don’s experience, the keys to sound retirement planning lie in education and introspection. And it’s not theoretical for Don. He does not refer to himself with references to his previous titles in an impressive and distinguished career. He’s simply ‘happily retired.’ He describes his experience in transitioning to this second life in retirement as planting a new tree, different from tree he grew in his years of full-time work.   If you want to learn more about how to retire happy, you’ll want to listen to our conversation with Don Ezra.   We discuss with Don:   What inspired him to write Life Two How Life Two differs from Life One The concept of a “Life’s Abundance Portfolio” Why having the freedom to retire is exciting - but why retirement can be scary – and what to do about that How couples can prepare for Life Two – and stay up to date on what’s most important – as a couple and as individuals Lessons learned in his personal journey Advice on how to prepare for retirement & Life Two   Wise Quotes   On Life Two:   “That's when I realized that if you think of this as Life Two, Life One is our grown up working life. So Life Two is what follows. And for most of us, it's going to be long enough. It's going to be healthy enough to be a life that we can enjoy. It's not just an end to Life One, it's a life in its own right. And so, forget the old concept of retirement. In fact, let's retire the word. So, I think of Life Two as the best part of life. I think of Life One in fact is just being a very long prologue that finally gives way to the real show - when enjoyment and happiness and fulfillment peak.”     On Freedom & Stress   “It's not until we retire or at least stop working full time that we have both the time and the money to truly enjoy all of life. And that gives us freedom. So, I think of Life Two as a full life. I think of it as a mature life rather than an immature one. I think of it is a happy life rather than a stressful one. That's how I try to reframe retirement and, and given that I go back to the point I was making that it's ironic - dreading retirement makes us unhappy and anxious at work and that's because we don't know what it'll be like. We just know it will be a change, possibly a big change from what we've become very used to. And  we are just scared to think about it.”   Bio   In Life One, Don Ezra was Co-Chairman , Global Consulting at Russell Investments. He has served on the Executive Committee of the Washington DC-based ...
January 2, 2020
Behavior change is hard. Studies show that up to 45% of our behavior comes from habits. So, what if we could learn how to create habits and design the new behaviors we want? In this podcast episode, our guest is BJ Fogg, the founder of Stanford University’s Behavior Design Lab, and the world’s leading expert in habit formation. His new book Tiny Habits: Small Changes That Change Everything is based on over two decades of groundbreaking research and lays out a simple - yet powerful - behavior change model and a broader master system. His Tiny Habits method helps you create a three-step recipe designed to break big aspirations into specific micro behaviors; anchor them to a reliable prompt; and wire them in through a celebration with positive emotion. People use Tiny Habits for a wide range of situations and challenges. It’s up to you on how you choose to use it and design the recipes that are right for you. However, the book includes over 300 sample Tiny Habit recipes across 15 common life situations and challenges to spur your thinking. These include recipes for habits for: active older adults caregivers better sleep reducing stress cultivating brain health strengthening close relationships stopping habits that are getting in your way   We talk with BJ Fogg about his new habit book and: What Behavior Design is all about – and how he become interested in it How the Fogg Behavior Model works Why leaning on motivation and willpower aren’t reliable paths to behavior change How to create good habits - and what emotion has to do with it Why the Tiny Habits Method is a valuable skill set Why some habits are Golden Behaviors and how to identify them and create them Why the Tiny Habits Method is transformational Why you’ll want to try The Super Fridge habit (among others in the Tiny Habits book) How he is personally using Tiny Habits today in his life His advice for people who want to create new behaviors this year ____________________________________________________________________ Bio BJ Fogg, PH.D, is the founder and director of the Behavior Design Lab at Stanford. In addition to his research, he teaches Boot Camps in Behavior Design for industry innovators and also leads the Tiny Habits Academy helping people around the world. One of Fortune’s “10 New Gurus You Should Know.” Each year Dr. Fogg creates a new course to teach at Stanford, with topics ranging from mobile persuasion to health habits. His students have gone on to create successful products, including Instagram, that millions of people use every day. Today, Dr. Fogg is primarily interested in how human behavior works and how to help people acquire habits that lead to health and happiness. He has personally coached over 42,000 people in his behavior change method called “Tiny Habits.” __________________________________________________________________________ Wise Quotes  On Behavior Design “It came together for me in 2007 and this model - it's really easy to understand, and it applies to all types of behaviors and all habits. Basically, it's three elements. There's motivation to do behavior, the ability to the behavior and a prompt. And so, with any behavior we'll have motivation, ability and a prompt. And this is what we discovered in research at Stanford and in industry. And if you make a small tweak to any one of those elements, you can change a behavior. So, for example, if you want to stop a habit, if you can remove the motivation, boom, it will stop. If you can't do that, can you remove the ability to make it harder to do? You can stop it - or can you remove the prompt? You can also use the model for one-time behaviors f...
December 30, 2019
Wise retirement planning transcends your 401k. The transition to retirement is one of the most significant experiences you’ll encounter in your lifetime. And it’s increasingly being recognized as a new and distinct phase of life. One that’s rich with possibilities for personal development, spiritual growth, learning and wisdom. While people retire at different ages, what we all have in common is that we are all growing older. And it turns out that aging well takes a new skill set. In this episode of our retirement podcast, our guest is Rabbi Laura Geller, Rabbi Emerita of Temple Emanuel in Beverly Hills, California, a founder of ChaiVillageLA and co-author of the new book, Getting Good at Getting Older. She was the third woman in the Reform Movement to become a rabbi and among the first to be selected to lead a major metropolitan synagogue. We talk with Rabbi Geller about: Why she and her late husband decided to write the new book Getting Good at Getting Older If wisdom comes with age How we can cultivate wisdom (and as she recommends - a heart of wisdom) in the second half of life Why creating the right mindset and attitude about retirement is so important Spirituality and inner life in the second half of life The benefits of embracing lifelong learning What people who thrive in retirement do differently from those who struggle with the transition to retirement Where to begin if you want to get good at getting older Bio Rabbi Laura Geller, Emerita Rabbi of Temple Emanuel of Beverly Hills, was the first woman to be selected through a national search to lead a major metropolitan synagogue as Senior Rabbi. She was twice named one of Newsweek’s 50 Most Influential Rabbis in America and was featured in the PBS documentary “Jewish Americans.” Author of numerous articles in books and journals, she was on the editorial board of The Torah: A Women’s Commentary. She is a Fellow of the Corporation of Brown University from where she graduated in 1971. Ordained by Hebrew Union College in 1976, she is the third woman in the Reform Movement to become a rabbi. She is a Rabbinic Fellow of the Hartman Institute in Jerusalem, a mentor in the Clergy Leadership Initiative, a facilitator in the Formation Project of On Being, and a member of the Board of The Jewish Women’s Archive. She is a founder of the first synagogue-based village, ChaiVillageLA, which is part of the national Village Movement. She is co-author with her late husband Richard Siegel, co-author of The Jewish Catalog(1973), of Getting Good at Getting Older.   Wise Quotes  On Wisdom “It's very important to acknowledge that it's hard to have a lot of wisdom when you're young. But as you say, getting older doesn't mean that you're necessarily wise. So, the activity of acquiring wisdom is a practice many of us prepare when we're younger for our retirement. We need also to prepare for our spiritual work of this second stage of our life. And part of it, I think is really paying attention to what it means to be wise. What does it mean to pay attention to the opportunities that exist that this stage of our life and what are the practices that can help us do that? So, in our book, we speak about meditation, we talk about journaling, we talk about pilgrimage as opposed to travel. It’s one thing to take a trip. It's another thing to experience that trip as a pilgrimage, a journey that will help us discover not only our roots, but also what's really important to us. It takes a focus on lifelong learning. We continue to learn and gain wisdom through the notion that when you stop learning, you start dying.”   On Intergenerational Relationships “One of the things that we learned in working on our book is one of the secrets of getting good at getting olde...
December 12, 2019
In this episode of our retirement podcast, our guest is Dr. Kelli Harding, author of The Rabbit Effect: Live Longer, Happier, and Healthier With the Groundbreaking Science of Kindness.  Is there anything more important than your health and wellness? Most books for retirement focus on financing retirement and health care, which are important topics. If you want to retire smarter, you have to go beyond that. The Rabbit Effect is not a retirement book per se, but it offers recommendations, based on research, on how you can enhance your overall wellness by being mindful of hidden factors, like compassion and kindness. We discuss with Kelli Harding: How the scientific research on compassion and kindness changed how she viewed medicine Why the Mind-Body connection and hidden factors affect health The role of relationships and social ties to health The long-term consequences of seemingly small decisions like compassion and choices we make – do acts of kindness matter? The importance of cultivating a sense of purpose The ripple effect of compassion and kindness Her recommendations on how to start to make mindful daily choices that matter to your wellness Bio Kelli Harding, MD, MPH, is an assistant clinical professor of psychiatry at Columbia University Irving Medical Center. She is a diplomate of the American Board of Psychiatry and Neurology, as well as boarded in the specialty of psychosomatic (mind-body) medicine. Harding has spent much of her career in the emergency room at New York-Presbyterian Hospital. She has also served nationally on the Association of American Medical Colleges Board of Directors, which leads the academic medicine community to improve the health of all. Harding is also the author of  "The Rabbit Effect: Live Longer, Happier, and Healthier with the Groundbreaking Science of Kindness". She has appeared as an expert source for media outlets including Today, Good Morning America, NPR, The New York Times, Medscape, Oprah.com, Parents, and US News & World Report. Wise Quotes On Hidden Factors that Influence Health “Here's the really shocking statistic - we know that lifestyle factors are important and we know that medical care and access to quality medical care is absolutely critical for every human being. But it probably only accounts for about 10 to 20% of our overall health status. And the rest of it has to do with our social world and all these hidden factors in our homes, relationships, communities, workplaces, schools that we need to be talking and addressing that we often don't think about, as health.” “So for listeners, if there is one thing that you can invest in for your health, it's building positive relationships - and this pans out in multiple studies. In fact, the longest running study ever, which has been done out of Harvard, shows that the number one predictor of somebody's health is actually positive relationships.”   On Inflammation, Stress and Support “So, probably the big culprit, and I talk a lot about this in the book, is inflammation…We know that inflammation has been linked with depression and anxiety and other things. And it's interesting because some of the medicines that we use to treat those illnesses that we didn't fully understand. We know from clinical trials that they work, but we didn't know how they worked and it seems to be a common pathway among many of them that they're anti-inflammatory. And what's interesting about that is we might be looking at sort of like a underlying cause of all illness, which is, as a clinician, quite exciting. But then the other question is how, what can you do to try to reduce that? And a major pathway through that is our stress levels. And stress is something that happens to all of us.
November 25, 2019
What retirement advice for women would an expert offer?  Helen Dennis has helped thousands prepare for the non-financial side of retirement planning.  She recently celebrated the 18th anniversary of her popular weekly column Successful Aging. In this episode of our retirement podcast we asked Helen to share her views on a range of topics that can help you retire smarter: Why the term retirement needs to be retired The back story of Project Renewment ® The key themes she’s seeing in Project Renewment®  groups What the different issues are that men face in this phase of life What gets in the way of freedom in retirement The pros and cons of a busy retirement What Joy has to do with retirement Her advice on how to navigate the transition from a full-time career to retirement Wise Quotes On Life Purpose and Retirement “I think that's one of the biggest challenges for retirement. Because when you're working, you don't have to think about purpose. You know exactly why you're there. You know what you're supposed to do, you know the expectations and you know the rewards. So, someone says, what is your purpose in life? As you're working 50 hours a week, you say: my purpose in life is I get to work, do my job to support my family. So now we take all of that away and said, you know, it's almost existential. You say, well, who am I now? Why am I on this planet? What is meaningful to me? And if you've never thought about that for the past 35 years or 40 years of your career. This is possibly a new thought and a new conversation. I think it is absolutely fundamental to have a meaningful purpose in retirement,  to have some sense of purpose - and it can be a journey." "Your purpose in the first five years may be a different purpose in the next five years. I think it's a journey. I think talking about it in groups, in conversation groups - even with your book group - is very helpful. I think finding purpose can be hard as a solo activity. I think it's one of the biggest challenges in retirement. You could be busy, you'd have a full calendar, but that sense of purpose may be missing - and a big piece of purpose often is giving back. That can be a very fulfilling aspect. It's a challenge. It's a process.”   On the Freedom of Retirement – and Life Changes “Well, I think there is this feeling, particularly if you've had a high-pressure job, if you're commuting in Los Angeles, and if you've had 12 changes in management that now you can breathe and say, Oh my God, I am finally free. I can sleep longer. I can breathe, I don't have to hyperventilate. And so, there is this great feeling of freedom and then the unexpected occurs.  The unexpected like your adult children move home for whatever reason. We have grandparents raising grandchildren. The biggest one that seems to move into this space of freedom is caregiving. So, I think what we need to prepare for it is that freedom is not 100% of everything. We may have freedom and spirit, freedom of movement, freedom of thought. But we do have responsibilities. And the biggest one that seems to come in is caregiving.”   On Joy and Retirement “We have a lot of environmental influences that can creep into our joy. And I love the definition of joy is the feeling of grinning inside…There are a lot of complexities of life and people go through their own struggles and yet you say, okay, this is a joyful time of your life." "Joy is not a word that is usually associated with aging and you don't usually hear joy and retirement. So, it's trying to shake that paradigm a little bit to say this has the potential to be the most joyful period of our lives. And when people are looking for joy, you're saying, all right, how do I make myself joyful?”  
November 13, 2019
In this episode of our retirement podcast we with talk with Jan Zacharjasz. Jan is a Certified Professional Coach specializing in midlife transitions, focusing on the changing needs of Baby Boomers as they redefine aging today. Jan shares with us her insights and perspective on a range of topics: Her story of what led her to become a coach The key challenges she sees clients dealing with in mid-life and beyond Why resilience building is vital – and whether it’s something you’re born with or can be learned How she helps clients navigate transitions Her coaching approach The benefits of coaching for her clients   Wise Quotes “I think resilience is just one of the most important things that you can have in midlife. I really see resilience as an antidote for managing many of the mid and later life changes that we were just talking about. It’s really an essential tool to help you navigate through the different bumps in the road that come up - and to help you not only bounce back from setbacks or disappointments or worries. But resilience done the right way really can enable you to come out of it even stronger than ever as a result of the experiences you’ve had and what you’ve learned from them.” “I really see there’s just an incredibly widespread application for resilience. In midlife. And resilience is a key life skill. And, if you think about it, nobody really taught us how to be resilient in school. So that’s why I build resilience into my coaching and I actually teach it in workshops.”   Bio   Jan Zacharjasz is a Certified Professional Coach specializing in midlife transitions, focusing on the changing needs of Baby Boomers as they redefine aging today.  The founder of Coaching for Resilience, Jan is passionate about helping people gain courage and resilience through significant work, health, and family changes so they can reframe their lives and thrive moving forward.  Along with individual coaching, Jan provides life purpose and energy leadership assessments and interactive workshops on resilience, retirement lifestyle planning, and how to manage change successfully. Jan’s career spans the private and public sectors in healthcare.  Most recently, she directed an award-winning program designed to cultivate positive aging in those who are 55+.  This innovative program focused on health and wellness, social connectivity, and strategies for creating a fulfilling retirement. Jan received her coaching certification from iPEC, the leading Coach Training program in the U.S.  She earned her M.S. in Human Organization Science from Villanova University and her B.S. in Individual and Family Studies from The Pennsylvania State University, where she graduated as valedictorian. An active community leader, Jan is co-chair for the Philadelphia chapter of the Life Planning Network and serves on its National Board.  She developed the Sandwich Generation Series to provide life-changing support to Boomers in caregiving roles for their aging parents and children. Jan has effectively responded to her family’s unexpected life changes and brings deep sensitivity, resourcefulness, and diligence to her coaching clients.  A proud member of the Sandwich Generation, Jan provides endless love and devotion to her husband, Mario, two daughters, and mother.  She loves traveling, exercising, and relaxing with family and friends at the beach.    Jan has recently become affiliated with Retirement Wisdom. If you’d like to work with Jan, please email Joe Casey at joec@retirementwisdom.com or call Joe at (609) 921-1521.   Related Retirement Wisdom Podcast episodes We’re All Ageing. Are You Up for a. Bolder Approach? – Carl Honore Your Retirement Won’t Come with a Road Map – Carol Hym...
October 22, 2019
In this new episode of our retirement podcast, we are joined by Chris Farrell to discuss his new book Purpose and a Paycheck. Podcasts about retirement and books on retirement primarily focus on financial planning. Chris' new book is different. In our conversation, he shares his observations on why more people are making a career change toward work with greater purpose and meaning. Chris explains why he thinks “There has never been a better time to be in the second half of life in America” and offers his insights on why the choice of working in retirement can be beneficial. We also discuss why he thinks entrepreneurship and self-employment are attractive options for a midlife career change and the multigenerational dimensions of retirement today. You’ll also hear the ageist phrases that he thinks should be retired, and his advice for planning your next chapter with purpose top of mind. If you’re thinking about a career change at 50 or older, you’ll benefit from listening to this conversation. It just might just give you inspiring ideas for a second career after retirement with greater purpose. Wise Quotes On Innovative Ways of Working Longer “…At our core we all want to be useful, we all want to be helpful. And one way that we're useful and helpful is to tap into our knowledge and our experience. So, there's a lot of experimentation that's going on right now. Flexible work, part-time work, starting your own business, self-employment, phased retirement, encore careers. And we don't really know how this is going to shake out.” On Emerging Multigenerational Trends “A lot of people don't like age segregation anymore. …it's the Boomer parents going into business with their Millennial or Gen X or children. Or it's a boomer going into business with a Millennial or a Gen Xer. Typically, what the Boomer’s providing is some capital, knowledge, experience and contacts. And what the younger person is providing is that ambition, that hustle, a little tech-savvy - and their burden of student loans. So, they don't have that much capital. And so, that's a real win-win situation for both generations. And that's a really heartening trend.” “The other place where you're seeing it is in housing. There's a great deal of interest in intergenerational housing. (There’s) not a whole lot of choice out there yet. We can come up, there are lots of, intriguing examples of music conservatories that are nearby a continuing care community and the students are invited to live there for free, or a nominal price, and just to be part of the community to be engaged with the community. And you are seeing sort of deliberate building of multigenerational communities.” Bio Chris Farrell is considered a leading expert on the trend toward working longer in the second half of life. He writes a biweekly column for Next Avenue, an online PBS magazine for the 50-plus demographic, and hosts a Minnesota Public Radio Program, Conversations on the Creative Economy, which is now entering its sixth season. He speaks across the country on the topic of unretirement. Chris earned his BA from Stanford and his Master’s from the London School of Economics. Books by Chris Farrell Referenced in this Retirement Podcast episode: Purpose and a Paycheck: Finding Meaning, Money & Happiness in the Second Half of Life Unretirement: How Baby Boomers are Changing the Way We Think About Work, Community, and the Good Life   Follow Chris Farrell: Conversations on the Creative Economy - MPR News Next Avenue Twitter   Our Brief Review of Purpose and a Paycheck   Related Retirement Podcast Episodes: If You’re Planning on Working Longer, How Do You Best Prepare – Kerry Hannon
October 14, 2019
In this edition of our retirement podcast our guest is Ted Carr, a thoughtful and interesting blogger and podcaster on early retirement who we enjoy following. People often think of retirement as a single phase of life, but Ted describes how there are 6 distinct phases of retirement. He shares his personal experiences with the different phases after he retired early from a career in Silicon Valley. You’ll come away with an appreciation of why your retirement strategies should take the different phases into account if you want to retire smarter. One of the big questions people face in retirement is where should I retire to? And that decision is often not a ‘one and done’ type of call as needs, and priorities change over the life course. Ted discusses the decision that he and his wife recently made to move to a retirement community and the key factors that led to their decision. Our conversation shifts to the importance of community in retirement and the risks of isolation. Follow Ted Carr: Twitter Website Check out his new podcast: FIREwalkers   Wise Quotes: On Retirement as a Stressful Life Event “So, I think back to the time before I retired - the pre-retirement stage. What I found is that it's really, really essential that you have a detailed retirement plan and that it includes not only a financial plan, but also the non-financial side of retirement. And as we've alluded to already, the adjustment to retirement can be difficult. Now there's something that I've come across, I'm sure you've heard of it too. It's called the Holmes and Rahe Stress Scale. And on that stress scale, retirement comes in as the 10th most stressful event on that scale. Now, if that wasn't stressful enough, the other stressors that are on the top 10, shall we say, can occur at the same time as retirement - which only exacerbates the challenges around adjusting to retirement - and some of those things where you have divorce, separation, illness, loss of jobs.”   On Planning to Move in Retirement “So, us being inveterate planners said, well, you know, we need to be intentional about our future old age. And so, we looked at some of these options and after looking at the CCRC model, we decided that that probably wasn't for us....And we're not near that age and the entering cost of buying into a CCRC is very expensive. And so, we just said there's other options that are coming down the road. Maybe we should take a timeout from thinking that way and look at something different. So my wife, who's extremely social, came up with the idea to look into a 55 plus community because her feeling, and I concur, is that where we live today, there's really not a sense of belonging. Like I say, she just doesn't feel that she's made enough friends over the course of nine years and she doesn't want to see the next nine to 10 years be equally as frustrating. So, we started looking at 55 plus communities.”   Resources Mentioned on this Retirement Podcast Episode: The Holmes & Rahe Stress Inventory What’s Your Retirement Personality Type?   By Dave Hughes - US News & World Report   Related Retirement Podcast Episodes: Are You Ready to Follow Your Own Path in Retirement? – Bob Lowry The Unique Challenges Men & Women Face in Retirement – Thelma Reese   Ready to Apply Some Wisdom to Your Retirement Planning? Get our 13-page Free Workbook with insights and reflective questions on your next chapter.
October 6, 2019
We all want to stay sharp. Cognitive functioning is a key part of healthy aging. But is working longer helpful or harmful to your brain health? Well, it depends. In this episode of our retirement podcast, Dawn Carr of Florida State University discusses her insights from new research on the impact of working into retirement with different types of jobs. She also talks about what may happen when people unretire and return to work. Dawn also shares her advice on how to stay sharp based on research. Bio Dawn C. Carr is an associate professor at Florida State University in the Department of Sociology and faculty associate at Pepper Institute for Aging and Public Policy. Carr’s expertise lies in understanding the factors that bolster older adults’ ability to remain healthy and active as long as possible. With Kathrin Komp, Carr published “Gerontology in the Era of the Third Age: Implications and Next Steps” in 2011, a text dedicated to exploring the relevance, purpose, and factors that contributed to the emergence of a new period of life following one’s career but prior to onset of frailty in later life. Her recent work focuses on understanding the complex pathways between health and active engagement during later life, including the impact of key transitions in health, productivity, and caregiving. Before joining Florida State University in 2016, she was a researcher at the Stanford Center on Longevity, a postdoctoral fellow in the Carolina Program for Health and Aging Research at the Institute on Aging at The University of North Carolina at Chapel Hill, and a researcher at Scripps Gerontology Center. Carr received her Ph.D. in Social Gerontology and Master’s in Gerontological Studies at Miami University, and Bachelor of Arts in Music Performance at Arizona State University.   Website Dawn Carr's Website   Wise Quote On Staying Sharp “What we know is that there are three really important ingredients for maintaining cognitive function, not just in later life but across our lives. And one is staying physically active.… The blood flow in our brains is affected by physical activity and we know that this has a beneficial effect on cognitive function. And the more regularly we stay engaged in physical activity and avoid sedentary behavior, this seems to be very beneficial. So, you don't think about staying mentally sharp by exercising, but there's a certain amount of evidence that suggests that just continuing to stay physically active matters. The second...surprising thing that we know in research about maintaining cognitive function is the importance of social interactions. People who have very active social lives are able to keep their cognitive function longer. So, they're able to not only arrive in later life with higher levels of cognitive function, but they also seem to maintain it longer if they continue to stay socially active.”   Articles Referenced Brains age better among retirees with complex jobs - Florida State University Carr, D. C., Willis, R., Kail, B. L., & Carstensen, L. L. (2019). Alternative Retirement Paths and Cognitive Performance: Exploring the Role of Preretirement Job Complexity. The Gerontologist. Sims, T., Reed, A. E., & Carr, D. C. (2017). Information and communication technology use is related to higher well-being among the oldest-old. The Journals of Gerontology: Series B, 72(5), 761-770.   Related Retirement Podcast How Can You Be Better with Age?
August 14, 2019
Our guest on this episode is Richard Eisenberg. Richard is the Managing Editor of PBS’ Nextavenue.org, the PBS site for people 50+, where he is also the editor of the Money and Work & Purpose channels. Previously, he was Executive Editor of Money magazine, Front Page Finance Editor of Yahoo! and Special Projects Director/Money Editor at Good Housekeeping. He is the author of two books: How to Avoid a Midlife Financial Crisis and The Money Book of Personal Finance. We talk with Richard about Next Avenue, older workers and employers, the key trends Baby Boomers should be aware of and what he's learned from his research on Blue Zones.   How can you apply lessons from The Blue Zones? Listen in on our conversation with Richard Eisenberg of Next AvenueClick To Tweet ______________________________________________________________________________  For more on Richard Eisenberg: Visit Next Avenue.org Read his Series on Blue Zones mentioned in this podcast   Follow Richard Eisenberg on Twitter _____________________________________________________________________________ Stay in the Loop Sign up for our monthly newsletter Wisdom Notes.
July 26, 2019
As an author and journalist, Carol Hymowitz has a unique perspective on the world of work, longevity and how some savvy employers are wising up and leveraging older workers. Recently a visiting scholar at Stanford’s Center on Longevity, Carol was formerly an Editor at Large at Bloomberg, and a Senior Editor and columnist at the Wall Street Journal, where she spent most of her journalism career. Reflections on Transitioning to Retirement and Working Longer When you begin to contemplate how to retire, there’s no shortage of advice from well-meaning colleagues and friends. But every retirement is different. It can quickly become clear that you need to discover your own path. In this episode of our retirement podcast, we talk with Carol Hymowitz on her observations on older workers today - and what she’s learning since retiring in 2017 and continuing to work as a freelance journalist. She shares her insights on her journey, what’s surprised her so far and how a co-worker played a role in her decision-making.   Where's your retirement roadmap? Listen in to our conversation with journalist Carol Hymowitz on why you'll need to craft your ownClick To Tweet _____________________________________________________________________________ For more on Carol Hymowitz: Article mentioned in this episode: Looking for a Road Map for Retirement? Good Luck With That - The Wall Street Journal (subscription)   Additional articles on Older Workers by Carol Hymowitz: How Health Care Employers Are Welcoming Older Workers: And Why Other Industries May Wind Up Following Their Lead  -  Next Avenue Retiring (Again and Again) in America - Bloomberg BusinessWeek           Follow Carol Hymowitz on Twitter:  @carolhymowitz ___________________________________________________________________________ Related Podcasts Will Your Second Act Be in the Gig Economy? Are You Ready to Follow Your Own Path in Retirement?   Sign Up for Our New Monthly Newsletter - Wisdom Notes Stay in the loop. Subscribe here
July 18, 2019
Whether it's to create a second act career as a consultant, gain greater flexibility or to find a way to generate extra income in retirement, the gig economy offers both opportunities and challenges. In fact, today it’s relevant for virtually every age group and career stage. The demand for freelancer talent continues to grow and it may offer new options to leverage your skills and experience. But the challenges and transition issues are real and it’s wise to be prepared. Becoming savvy about how to navigate it well will enhance your chances of success. How the Gig Economy Affects Retirement We talk with Diane Mulcahy, author of The Gig Economy about how it’s expanding, changing the world of work and impacting retirement. Before it was even a thing, Diane created the first course in the U.S. on the Gig Economy and teaches it in the MBA program at Babson College. The course gained immediate traction and was named by Forbes as one of the Top Ten Most Innovate Business School Courses in the country. If you’re considering working longer or working in retirement, you’ll want to hear Diane’s perspective on how to plan well for the gig economy. The Gig Economy is a force in the worlds of work and retirement. Hear the author of The Gig Economy explain what you need to knowClick To Tweet For more on Diane Mulcahy: Diane Mulcahy’s book The Gig Economy: The Complete Guide to Getting Better Work, Taking More Time Off and Financing the Life You Want Diane’s website   Sign Up for Our New Monthly Newsletter - Wisdom Notes Stay in the loop. Subscribe here
June 27, 2019
In this episode we talk with Author, Keynote Speaker and Communications Strategist Sam Horn, about her new book Someday Is Not a Day in the Week: 10 Hacks to Make the Rest of Your Life the Best of Your Life. What About Half-Retiring? Sam shares her wisdom (and her great stories) on a range of topics including what gets in the way of people realizing their dreams in retirement (and how to overcome them), life hacks you can use to move forward and the benefits of Half-Retiring. Sam also shares tools and quick, powerful exercises in real-time that you can use in planning for the other side of retirement. For more on Sam Horn: Someday Is Not a Day in the Week on Amazon Sam Horn’s Websites:   (The Intrigue Agency)   (Someday Book) Ted Talk Sam Horn’s Happiness Box   Sam’s Article On MarketWatch:  How to find happiness when you’re afraid of retirement   Sign Up for Our New Monthly Newsletter - Wisdom Notes Stay in the loop. Subscribe here
June 20, 2019
In this episode, we catch up with Jeff Tidwell, who is the CEO and Co-Founder of Next For Me, a resource that “connects and inspires our generation to evolve our post-50 lives through new work, a new purpose, or a new social contribution.” Jeff shares his insights on the challenges and opportunities faced by the 50+ generation, the resources needed to overcome obstacles and shift careers or create an entrepreneurial path. Jeff also discusses his own experiences as an entrepreneur and his key lessons so far. Are you curious about what's next for you? Tune in to the story of Jeff Tidwell, his company Next for Me - and what he's hearing from the 50+ crowd at their events.Click To Tweet For more on Jeff Tidwell and Next For Me: Next for Me website Forbes series on startups and entrepreneurship   Balance Your Retirement Planning with Wisdom Check out our Free Workbook with insights from our wise podcast guests from Season One. Like our Podcast? The best way to support our retirement podcast is to take a moment and post a rating on Apple Podcasts. Thank you.  If you have suggestions on how we can make it better or on topics you’d like to see us cover, please reach out to Joe Casey at joec@retirementwisdom.com
May 28, 2019
In this episode, we catch up with retiree, author and blogger Bob Lowry, who has been blogging about having a productive and fulfilling retirement at Satisfying Retirement.com for the past 9 years. How to Retire to a Satisfying Retirement Bob shares his insights and practical wisdom on the essential ingredients in a satisfying retirement, the key obstacles that need to be overcome and the lessons he’s learning in his own retirement.  We also discuss the benefits of a short sabbatical and what a Radical Retirement looks like for some people. What does it take to create a satisfying retirement? Bob Lowry shares his insights.Click To Tweet For more on Bob Lowry:  Bob Lowry's website: Satisfying Retirement Bob Lowry’s Books on Retirement   Like our Podcast? The best way to support our retirement podcast is to take a moment and like it on Apple Podcasts. Thank you.  If you have suggestions on how we can make it better or on topics you’d like to see us cover, please reach out to Joe Casey at joec@retirementwisdom.com   Balance Your Retirement Planning with Wisdom Check out our Free Workbook which includes insights from our podcast guests from Season One.
May 16, 2019
In this episode we talk with Michelle Pannor Silver, of The University of Toronto, author of Retirement and Its Discontents: Why We Won't Stop Working, Even if We Can.   Prepare for Your Retirement Transition with Research-based Ideas Michelle shares what led her to research retirement and write her book; how identity can make retirement challenging for some people; and what factors influence the timing of when people in different professions are ready to retire. We also discuss how ageism is costing organizations and societies across the world. We close with her recommendations, based on her research, on what people who are planning for a transition to retirement should keep top of mind. For more on Michelle Pannor Silver: Please visit her website Read Michelle’s book Retirement and Its Discontents Commentary on her book: University of Chicago Magazine Spring ’19: When what you do is no longer who you are Times of London Literary Review   If you love your work, you'll need to be better prepared for the transition to retirement. A discussion with the author of Retirement and It's DiscontentsClick To Tweet   Want to Ace Your Retirement? Learning how to retire well goes well beyond your 401(k). Get wise about the non-financial side of retirement. Check out our Free Workbook featuring insights from our guests on Season One of our retirement podcast.
May 1, 2019
Welcome to the third episode of our Noteworthy Series, where we highlight an article that we think warrants your attention and host a conversation with a relevant guest. Today’s article is The Power of Wakeup Calls by Gregg Levoy (Psychology Today – July 2017). Our guest is Richard Losciale, who experienced his own personal wake-up call that changed the way he lived his life – from being focused on the aspirational to being focused on the inspirational.  As Rich listened to his inner little voice, he worked hard to recover from being near death and transformed his life by shifting his mindset to his higher purpose and developed a stronger sense of who he is. His company, Neo-Seniors Services LLC, focuses on improving the well-being and mindfulness of those who are looking to optimize their senior years and live better lives. A Wake-Up Call leads to big life changes - and a shift to helping others.Click To Tweet You can learn more about Richard Losciale: Neo-Seniors Services LLC  website   Subscribe to Our Podcast  The Retirement Conversation is a free Retirement School on the non-financial side of retirement. Don’t miss an episode. Subscribe today to have our conversations with authors, experts and interesting retirees come directly to you twice a month. Like our podcast? The best way to support our podcast is to take a minute and rate us on Apple Podcasts. Have any suggestions on how we can improve our podcast? Please let us know at  joec@retirementwisdom.com
April 17, 2019
Join us as we discuss making the transition from corporate life to entrepreneurship with Lorette Pruden, PhD, a chemical engineer turned Business Coach and Advisor. Lorette shares insights and advice from her own transition and her work with her clients, including how to avoid common mistakes, how to leverage a virtual organization and why it takes a different mindset to win as a business owner. No matter how well you're doing, let's face it your corporate days are numbered. What's next? The author of Formerly Corporate has some ideas and advice.Click To Tweet For more on Lorette Pruden, PhD: Lorette’s website Follow on Facebook Lorette’s book Formerly Corporate: Mindset Shifts for Success in Your Own Business   Subscribe to Our Podcast The Retirement Conversation is a free Retirement School on the non-financial side of retirement. Don’t miss an episode. Subscribe today to have our conversations with authors, experts and interesting retirees come directly to you. Enjoying our podcast? Please take a minute and post a review on Apple Podcasts. We appreciate it. Have a topic you’d like us to cover? Suggestions are always welcome at joec@retirementwisdom.com
April 8, 2019
There’s a lot of chatter about the FIRE movement. It has a growing army of devotees and a chorus of vocal critics as the movement has attracted much more attention by the mainstream media. I believe that when you look at the underlying principles of FIRE, there's a lot that many of us, even the media critics, can learn from. But the discipline and focus that it takes to figure out how to retire early can distract from planning for the non-financial side of retirement. And it can make it is easy to underestimate the importance of navigating the transition to retirement. Chris Mamula, who retired at 41, joins us to discuss his journey to early retirement, the upsides and the challenges of FIRE, why the transition can be challenging and his advice on how to retire early. You've nailed the numbers. You can retire early. But are you prepared for the transition? Chris Mamula shares his experience and advice.Click To Tweet Follow Chris Mamula at  Can I Retire Yet? Chris’ article in MarketWatch: This first year of early retirement has been one of the hardest of my life   Is Your Retirement Unbalanced? Learning how to retire well goes well beyond your 401(k). It's really about how you invest both your money and your time. Get wise about the non-financial side of retirement. Take our Free Quiz to assess how ready you are for the softer side of retirement.  
March 25, 2019
Carl Honore’ is an award-winning journalist and author whose revolutionary first book, In Praise of Slowness, was an international bestseller and has been published in more than thirty languages. This excellent book can help you reframe how you think about getting older, learn how to retire well and enjoy life to its fullest. Carl joins us from London to discuss the benefits of living more slowly against the cultural pressures for speed and youth - and his new book (B)OLDER: Making the Most of Our Longer Lives.   Carl’s New Book:(B)OLDER is available on Amazon Check out Carl Honore’s 12 Rules for Ageing Boldly Carl’s Website   Sign Up for Our New Monthly Newsletter – Wisdom Notes We get it. Your life is busy. Stay in the loop and keep your retirement planning on your radar. Each month we'll send you a brief digest of highlighting podcasts, blog posts and what we've found to be noteworthy on retirement. Subscribe here
March 15, 2019
Welcome to the second episode of our new Noteworthy Series, where we highlight an article that we think warrants your attention and host a conversation with a relevant guest. Today’s article is The New 50s: Far From Retirement from The New York Times. Career Shift? Learn from Other Generations Join us as we talk with Charlotte Japp, who was interviewed for the article on the innovative organization she’s founded (CIRKEL) on intergenerational mentoring. We learn more from Charlotte on what led her to create CIRKEL, how their events work and her vision for its future. You can learn more about Charlotte Japp and CIRKEL here: CIRKEL website Sign up for CIRKEL’s newsletter to stay current and learn about upcoming events.   Want to Ace Your Retirement? Learning how to retire well goes beyond your 401(k). Be wise about the non-financial side of retirement. There's a lot to think about and plan for in order to create a satisfying life in your retirement. Where to start? Tap into the wisdom of our Season One podcast guests. Get our free Workbook: Wise Perspectives on the Non-Financial Side of Retirement Like Our Retirement Podcast? Please take a moment and give our retirement podcast a rating on Apple Podcasts. Thank you.
February 20, 2019
Welcome to the first episode of our new Noteworthy Series, where we highlight an article that we think warrants your attention. This series is in response to listener feedback on our retirement podcast. It’s a shorter piece on an article - and a conversation with a relevant guest. Today’s article is When Retirement Is a Bad Fit by Richard Eisenberg, Money & Work Editor at Next Avenue - October 17, 2018 They say that life doesn't give you many second chances. (Come to think of it, they say a lot of things.) But sometimes no matter what life gives you, you can make your own second chances. And more and more, people are come to view the phase of life we call retirement as a springboard for their own second chance at a career they'll love. People work very hard to be able to retire, savoring visions of a less stressful life along the way. The truth is that for some people, once they get there, find it ... boring. Join us as we talk with Paul Fox, owner of Philly Socks about his retirement story and his fun Second Act as an entrepreneur. You can learn more about Paul Fox here: His store: phillysocks.com Video Interview     Want to Ace Your Retirement? Learning how to retire well goes beyond your 401(k). Be wise about the non-financial side of retirement. Download our free workbook Wise Perspectives with wisdom and insights from our Season One podcast guests.
January 31, 2019
In this conversation on our retirement podcast, we are joined by Kerry Hannon, AARP’s Job Expert. Kerry is a national keynote speaker, best-selling author, and columnist on personal finance, career transition, and retirement. Her latest books include Great Jobs for Everyone 50+ and What's Next? Finding Your Passion and Your Dream Job in Your Forties, Fifties and Beyond. Kerry is a contributor and columnist for The New York Times and she writes a weekly column for NextAvenue.org. Kerry shares her perspective and advice on: Interesting work options that people may not consider The key challenges workers over 50 face today How to best prepare if you want to work longer What you should keep in mind if you’re planning a Second Act career Why becoming an entrepreneur is an attractive option for some people – and a few important cautions to be aware of How innovative employers are leveraging mature workers Her new book  Planning to work longer? You'll want to listen to Kerry Hannon's tips and advice.Click To Tweet For More on Kerry Hannon:  Kerry’s books mentioned in this episode: Great Jobs for Everyone 50 + What's Next? Finding Your Passion and Your Dream Job in Your Forties, Fifties and Beyond Never Too Old to Get Rich: The Entrepreneur's Guide to Starting a Business Mid-Life   Kerry’s website     Up for More Wisdom? Get our Free Workbook with insights from our guests in Season One of The Retirement Conversation.
January 23, 2019
Did you know that almost 1 out of 5 Baby Boomers are childless? In this episode, we talk on with Sara Zeff Geber, Ph.D., author of Essential Retirement Planning for Solo Agers, which was named by The Wall Street Journal as one of the six Best Books of 2018 on Aging Well. Sara shares her insights on the unique upsides and challenges faced by Solo Agers, her perspective on the importance of flexibility and strategies for avoiding isolation and cultivating social networks in retirement. Are you a Solo Ager? Nearly 1 in 5 Baby Boomers are. Listen to author and expert Sara Zeff Geber's strategies and advice.Click To Tweet For more on Sara Zeff Geber: Sara’s Latest Book Sara’s Websites: https://www.sarazeffgeber.com/ http://www.lifeencore.com/about/sara-zeff-geber   Up for More Wisdom? Check out our Free Workbook with insights and advice from our guests in Season One of The Retirement Conversation podcast.   Like Our Podcast? The best way you can support our retirement podcast is to please take a minute and leave us a rating on Apple Podcasts. We appreciate it.
January 21, 2019
In this episode of our retirement podcast, we're joined by Stan Corey, author of When Work Becomes Optional. Stan offers his perspective on building emotional wealth, why retirement is not a single phase and what non-financial traps to avoid. A recent retiree, Stan shares his personal experiences transitioning to retirement. What will you choose to do when work becomes optional? Author Stan Corey shares his ideas and advice.Click To Tweet For More on Stan Corey: The Book:When Work Becomes Optional Stan’s Website   Like our Podcast? The best way to support our podcast is to take a moment and like it on Apple Podcasts. Thank you.  If you have suggestions on topics you’d like to see us cover, please reach out to Joe Casey at joec@retirementwisdom.com   Balance Your Retirement Planning with Wisdom Check out our Free Workbook with insights from our podcast guests from Season One.
December 11, 2018
In this edition of The Retirement Conversation episode, we talk with Catherine Collinson, CEO and President of non-profit Transamerica Institute and Transamerica Center for Retirement Studies. Catherine is a retirement and market trends expert and champion for Americans who are at risk of not achieving a financially secure retirement. Catherine shares insights from their research on the key trends driving change for both older workers and employers. Retirement today continues to evolve. What key trends should you be up to speed on?Click To Tweet For more: Transamerica Center for Retirement Studies 18th Annual Transamerica Retirement Survey Follow on Twitter: @TCRStudies   Noteworthy Stick around for the brief Noteworthy segment where we discuss an article we think is worth your time. This time we discuss: This 75-Year Harvard Study Found the 1 Secret to Leading a Fulfilling Life: Here's some wisdom gleaned from one of the longest longitudinal studies ever conducted. by Melanie Curtin  -  Inc.   Like our Podcast? The best way to support our retirement podcast is to take a moment and like it on Apple Podcasts. Thank you.  If you have suggestions on topics you’d like to see us cover, please reach out to Joe Casey at joec@retirementwisdom.com   Balance Your Retirement Planning with Wisdom Check out our Free Workbook which includes insights from our podcast guests from Season One.
November 15, 2018
In this episode of our retirement podcast, we talk with Yvonne Tally, author of Breaking Up with Busy: Real-Life Solutions for Overscheduled Women. We discuss Yvonne's story, how being busy has become a status symbol today, even in retirement, and how creating a different mindset can be a game-changer at any stage of life. Yvonne offers her insights on how technology and expectations can get in our way and her practical powerful recommendations on actions you can take to cultivate deeper connection in your life. Although her inspiring book is geared toward women, we found it to be very valuable as well, and highly relevant to transitioning to or living in retirement. Isn't it time to break up with Busy?Click To Tweet   For more on Yvonne Tally: Yvonne's Website Breaking Up with Busy  on Amazon   Stick around for the brief Noteworthy segment where we discuss an article we think is worth your time. This week we discuss: The Problem of Being Overcommitted in Retirement  By Glenn Ruffenach - The Wall Street Journal  We also touch on: Saying 'No' is a Key Part of the New Retirement Skill Set   By Joe Casey - Retirement Wisdom   Balance Your Retirement Planning with a Bit of Wisdom Check out our Free Workbook with insights from our wise podcast guests from Season One.
November 6, 2018
In this edition of our retirement podcast, we welcome Brendan Hare, author of From Working to Wisdom: The Adventures and Dreams of Older Americans. Upon retiring as a lawyer, Brendan invested two years interviewing 46 older Americans from a variety of backgrounds about their life stories. The book provides a rare look at the real stories of how people are navigating the transition to retirement and a bounty of valuable lessons learned that we can all benefit from. How will you move from Working to Wisdom? Brendan Hare's interviews of 41 retirees provide valuable lessons and advice.Click To Tweet For More on Brendan Hare: From Working to Wisdom Website Brendan Hare's book on Amazon (From Working to Wisdom: The Adventures and Dreams of Older Americans)   Like our Podcast? The best way you can support our podcast is to please take a moment and post a rating on Apple Podcasts. Thank you! If you have suggestions on topics you'd like us to cover, we'd love to hear from you. Please reach out to Joe Casey at joec@retirementwisdom.com   Is Your Retirement Planning Unbalanced?    Check out our Free Workbook with insights and advice from our guests in Season One on how to ace the non-financial side of retirement.
October 24, 2018
In this episode of our retirement podcast, we talk with Alan Castel, Ph.D.  Alan Castel is a Professor in the Department of Psychology at the University of California, Los Angeles where he studies learning, memory, and aging.  Alan joins us to discuss his new book Better with Age: The Psychology of Successful Aging   Alan Castel, the author of Better with Age: The Psychology of Successful Aging, shares strategies you can use in your 40's, 50's, 60's,70s and beyond.Click To Tweet.   For more on Alan Castel, PhD: Alan's Book: Better with Age: The Psychology of Successful Aging  Ted x Talk: How We Learn as We Age      Up for More Wisdom? Check out our Free Workbook with insights and advice from our guests in Season One of The Retirement Conversation podcast.   Like Our Podcast? The best way you can support our podcast is to please take a minute and post a rating on Apple Podcasts. We appreciate it.
October 1, 2018
In this special edition of The Retirement Conversation, we talk with Julie Belshe, about the shocking story of what happened to her parents, who were kidnapped by a Private Guardian. Julie shares her experiences in fighting to get them back, what she's doing today as an advocate for reform and what we all need to know about Guardianship Fraud.   For more on Julie Belshe: The New Yorker - How the Elderly Lose Their Rights Trailer for new DocumentaryThe Guardians The Kasem Cares Foundation   Stick around for the brief Noteworthy segment on an article we think is worth your time This week's selection is Elder Financial Abuse Will Get Worse As Americans Age by Teresa Ghilarducci in Forbes     Balance Your Retirement Planning with a Side of Wisdom Check out our Free Workbook with insights from our wise podcast guests from Season One.
September 10, 2018
In this episode of our retirement podcast, we talk with Dorie Clark, about her latest book Entrepreneurial You. Dorie is a highly successful entrepreneur and she shares her story of transitioning from journalism and her observations on why entrepreneurship is an attractive option for some people as a Second Act Career. She gives us her take on what it takes to succeed and practical tips on where to start. If you've ever thought about starting your own business after your primary career, you'll benefit from hearing Dorie's story, her valuable advice and wisdom. How can you leverage your skill-set as an entrepreneur in your Second Act?Click To Tweet   For more on Dorie Clark: Dorie's Website Dorie's Entrepreneurial Self -Assessment Dorie's latest book:  Entrepreneurial You  and her courses   Stick around for the brief Noteworthy segment on an article we think is worth your time This week's selection is Proof That the Most Successful Entrepreneurs Are Older Ones By Kerry Hannon, Next Avenue       Ready for Another Helping of Wisdom? Get our Free Workbook with ideas you can use from our Season One podcast guests.
August 27, 2018
In this conversation on our retirement podcast, we talk with Dr. Nell Painter, distinguished historian and retired professor from Princeton University, about her latest book Old in Art School: A Memoir of Starting Over (named one of Time's Best Memoirs of 2018 So Far). She shares her insights about her experience in returning to school for a BA and MFA in a different field, the challenges and obstacles she overcame and what she learned about reinventing herself along the way. If you've ever toyed with the idea of returning to school, you'll benefit from hearing the inspiring story of her journey - and her practical advice and wisdom on how to get started.   A compelling and inspiring story of going back to school and pursuing a lifelong interest. Nell Painter, author of Old in Art School: A Memoir of Starting Over on The Retirement Conversation…Click To Tweet   For more on Dr. Nell Painter: Nell Painter's Website Old in Art School: A Memoir of Starting Over on Amazon (Note: Named One of O: The Oprah Magazine's Top Books of Summer) Follow Dr. Painter on Twitter: @PainterNell Dr. Painter's complete bio   Stick around for the brief Noteworthy segment on an article we think is worth your time This week's selection is How to Be a Life Long Learner by Kira M. Newman in Greater Good Magazine   Subscribe in the menu bar above to receive our new episodes twice a month.   Interested in More Wisdom? Get our Free Workbook with interesting ideas you can use from our Season One podcast guests.
August 6, 2018
In this conversation on our retirement podcast, Joe talks with Paul Rupert, CEO of Respectful Exits about trends in the workplace for seasoned workers. Paul offers his views on what smart companies can do to attract and retain talented older workers, shares his advice on how individuals can approach negotiating flexible work options and the story behind his new advocacy organization. Is your company prepared to leverage the experience of older workers?Click To Tweet   For more on Paul Rupert: Website: Respectful Exits: The Voice of Aging Workers Twitter @RespectfulExits   GAO Report to the Special Committee on Aging, U.S. Senate: Older Workers - Phased Retirement Programs, Although Uncommon, Provide Flexibility for Workers and Employers   Stay around for the Noteworthy segment on an article worth your time This week's selection is The Big Changes Ahead for Boomer Workers by Richard Eisenberg - Next Avenue       Balance Your Retirement Planning with Wisdom Check out our Free Workbook with insights from our wise podcast guests from Season One.
August 3, 2018
In this episode of our retirement podcast, Joe talks with Nicole Maestas, Ph.D., an economist at Harvard Medical School, about the interesting trend of un-retirement, the notable benefits of working longer and what women need to think about in planning for retirement. You can keep up with Nicole's work by following her on Twitter @NicoleMaestas2  Why are people unretiring? It's not always about the money...Click To Tweet Relevant Articles  Women Outlive Men. Why Do They Retire Earlier?  Many Americans Try Retirement, Then Change Their Minds - The New York Times   Noteworthy  Stick around for a brief discussion of an article that we think is worth your time. This week's recommended article is Planning Your Post-Retirement Career by Dorie Clark at HBR.org.    Check out The Retirement Conversation podcast!Click To Tweet       Could Your Retirement Planning Use a Little More Wisdom? It's easy to focus on the financial side of retirement planning and put off planning for the softer side of retirement. Balance your planning by checking out our Free Workbook featuring insights from our Season One podcast guests.   Like our Podcast? You can support our podcast by taking a moment to post a rating, and comments if you'd like, on Apple Podcasts. Thank you!
July 23, 2018
In this episode of our retirement podcast, we talk with Emily Esfahani Smith, author of The Power of Meaning. Emily shares her insights on why purpose and meaning offer great fulfillment and how they can be cultivated in a culture that's obsessed with happiness. Happiness is fleeting. Cultivate purpose and meaning.Click To Tweet Show Notes Emily's Book: The Power of Meaning: Crafting a Life That Matters by Emily Esfahani Smith Amazon: https://amzn.to/2uE4cMe Emily's TED Talk: There's More to Life Than Being Happy Stick Around for the Noteworthy segment where we discuss an article we think is worth your time. This week's selection: Kick Back or Live With Purpose? Why Choose? by Anne Colby and Jim Emmerman This article summarizes new research conducted by Stanford and Encore.org noting that over 30 percent of adults over 50 are purposeful beyond themselves - and dispels the belief that a purposeful retirement life cannot be integrated with your personal pursuits. Listen to Emily Esfahani Smith, author of The Power of Meaning, on the new episode of The Retirement Conversation podcast. Click To Tweet Free Workbook Get our Free Workbook with valuable insights you can use from our Season One podcast guests.
July 9, 2018
In this conversation on our retirement podcast, Denis and Joe interview Dr. David Ekerdt, University of Kansas professor and President of the Gerontological Society of America.  He shares his observations and findings from his research on what influences our views of retirement, how people should embrace different lifestyles in retirement – and how preparing for downsizing ahead of retirement can make you more nimble. Article by David Ekerdt In Defense of the Not-So-Busy Retirement - The Wall Street Journal https://www.wsj.com/articles/in-defense-of-the-not-so-busy-retirement-1524449520 or https://www.facebook.com/wsj/posts/10157719895973128   Stick Around for the Noteworthy segment where Joe & Denis discuss an article worth reading This week’s selection is To Control Your Life, Control What You Pay Attention To by Maura Thomas, an interesting piece on how we can benefit from Attention Management instead of Time Management. https://hbr.org/2018/03/to-control-your-life-control-what-you-pay-attention-to     Sign Up for More Wisdom Get our Free Workbook and get more insights you can use from our Season One podcast guests.
June 22, 2018
In this episode of our retirement podcast, we talk with Melissa Davey, a filmmaker who re-invented herself and pivoted to her new career in her mid-sixties. She is just completing her first documentary feature-film: The Beyond Sixty Project.  Melissa shares her advice on making a big career shift and what she has learned from the women in her film. Which path will you choose when you have an opportunity for a great Second Act?Click To Tweet Stick Around for the Noteworthy segment - where we discuss a recent article worth reading This week’s article is: Be Optimistic. You Might Live Longer! -from the Center for Retirement Research at Boston College’s Squared Away blog http://squaredawayblog.bc.edu/squared-away/be-optimistic-you-might-live-longer/ For more on Melissa Davey: Website of her upcoming film the Beyond Sixty Project: http://www.beyondsixtyproject.com/documentary/ Follow Melissa on: Twitter:@DaveyLissa Instagram:#beyond60 Facebook: https://www.facebook.com/beyondsixtyProject/ (and if you’re interested in the saxophonist mentioned who’s also pursuing his dream and making it happen: http://www.mikecaseyjazz.com/home-encore) Open to More Inspiring Ideas? Get our Free Workbook with ideas you can use from our Season One podcast guests.
May 5, 2018
In this episode of our retirement podcast, we interview Linda Hardenstein, a Career Reinventionist. Linda works with her clients on reinventing their careers –and often their lives - from helping them pivot to a new career or design an encore career in retirement. Linda shares her insights on what’s involved in making those types of moves, what obstacles people often encounter and how to get around them. Stick Around for the Noteworthy segment where we discuss a recent article worth reading. This time it’s about why studies are showing that many people are flocking back to work after they retire. What’s up with that? Noteworthy Segment The ‘unretired’: coming back to work in droves – Financial Times https://www.ft.com/content/041c69e0-cf82-11e7-9dbb-291a884dd8c6#myft:saved-articles:page       More Wisdom? Check out our Free Workbook with insights from our wise podcast guests from Season One.
April 23, 2018
Today on our retirement podcast, we welcome The Retirement Manifesto! Fritz Gilbert is a corporate commodity trader, aspiring philosopher and lifelong financial hobbyist who is on the cusp of early retirement at 55. Fritz and his wife recently sold their primary home and moved into a cabin in the North Georgia mountains as part of their downsizing strategy for retirement. Fritz created his blog, The Retirement Manifesto , a canvas for helping people achieve a great retirement, to share their lessons learned during their journey. The Retirement Manifesto focuses on practical Financial Independence and Retirement Planning issues for folks within ten years of retirement. You've done the math. You know you can retire early. But are you prepared for the soft side of retirement? Fritz Gilbert shares his advice.Click To Tweet Retirement Manifesto Posts Discussed on the Podcast  Be A Perennial http://www.theretirementmanifesto.com/on-being-a-perennial/ The Ten Commandments of Retirement  http://www.theretirementmanifesto.com/the-ten-commandments-of-retirement/  Noteworthy: Stay around and listen to Denis and Joe discuss the article Design a Retirement That Excites You by Jeff Giesea – Harvard Business Review (11/2015) https://hbr.org/2015/11/design-a-retirement-that-excites-you       More Wisdom? Yes, please. Get our Free Workbook with ideas you can use from out Season One podcast guests.
April 17, 2018
In this episode of our retirement podcast, we talk with Dr. Thelma Reese, the co-author of two books with the late Barbara Fleisher - The New Senior Woman: Reinventing the Years Beyond Mid - Life and The New Senior Man: Exploring New Horizons, New Opportunities, which was published in 2017. Topics discussed include: What’s different about retirement today? What’s different in retirement for women and men? Where did all the role models go? What does it take to Man Up in retirement What does it take to Man Up in retirement? Thelma Reese, author of The New Senior Man explains, based on her interviews of men who've navigated the transition.Click To Tweet Stick around for the Noteworthy segment where we discuss a recent article worth reading – this time it’s about our ability to change and learn in retirement.  Article: Can an Old Dog Really Learn New Tricks? (You’re the dog) MarketWatch.com  https://www.marketwatch.com/story/can-an-old-dog-really-learn-new-tricks-youre-the-dog-2018-03-12 Books by Thelma Reese: The New Senior Woman: Reinventing the Years Beyond Mid -Life https://amzn.to/2HckReU The New Senior Man: Exploring New Horizons, New Opportunities https://amzn.to/2GynkmP Looking for Even More Wisdom? Get our Free Workbook with more interesting ideas you can use from our Season One podcast guests.
March 12, 2018
In this episode, The Retirement Wise Guys talk with Leadership and Retirement Coach Jim Frawley, who coaches both Millennials and Baby Boomers. While Baby Boomers often talk about reinventing retirement, the Millennials are now ripping up that script. They discuss how Millennials think differently about retirement and what Baby Boomers can learn from them (and vice versa) . Jim describes how the ‘No Rules’ world that Millennials operate in is empowering - and also challenging -when it comes to retirement.   Stick around for the Noteworthy segment after talking with Jim, where Joe and Denis kick around the idea of YOLO, from an article in Marketwatch: https://www.marketwatch.com/story/why-retirees-should-loosen-their-purse-strings-and-embrace the-yolo-2018-02-13
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