Most of us have heard about Maslow's hierarchy of needs, running from the very basic needs - food, water, shelter - to the pinnacle of self-actualization. In her interview last week, Kim Curtis talked about the pyramid her company creates with their clients, starting with MONEY MANAGEMENT at the base, followed by financial planning (or GOAL SETTING). These two levels are the basis for preparing for retirement life. The next level is LIFESTYLE - where you finally get to live the life you've been ...
Jun 04, 2023•7 min•Season 5Ep. 234
Kim Curtis is the bestselling author of Money Secrets and Retirement Secrets . She's also a nationally recognized wealth management advisor and speaker. She has been profiled in several publications, including the Wall Street Journal. Kim shares with us many of the secrets found in her book, about how to have a happy, successful retirement. She believes that the biggest reason that retirement generally fails is that people are not preparing emotionally for this stage of life. It's important to k...
May 28, 2023•31 min•Season 5Ep. 233
How we live our life isn't often judged till the end of our life, when others talk about us. We don't get to hear those conversations. But that doesn't mean we can't affect them. The Dash Poem, by Linda Ellis, really stuck with me and it flavours a lot of my actions. The conversations we have with our loved ones about end-of-life decisions aren't easy, but they're necessary. And how we carry out those conversations has a lot to do with how we live our "dash". Mentioned in this episode: Alumnor A...
May 21, 2023•8 min•Season 5Ep. 232
Kim Medici Shelquist is one of the people working at the Love Always Project, whose mission is to encourage people to think more positively and proactively about end-of-life issues and funeral prearrangement. The Love Always team works with individuals and professionals to encourage normalizing tough conversations and emphasizes the importance of sharing stories and experiences now, while there is still time. The basis of the Project is the idea that people are hesitant to talk about all the iss...
May 14, 2023•28 min•Season 5Ep. 231
We touched on lots of things last week, but the big takeaway for me is the idea that you have to give yourself some grace and take the time to do something a few times before you decide you're "no good" at it. We don't become world famous musicians or athletes after trying something once; neither do we become great painters, writers, hula hoopers, or parents by just doing the activity once. Retirement is the same - it takes practice, and it takes perseverance, to get it right. Be kind to yoursel...
May 07, 2023•8 min•Season 5Ep. 230
Many people (including your host!) are quick to say "I've got zero artistic ability and NO creativity!" Faigie Kobre is here to tell us that this false belief is quite possibly simply the result of something you were told or experienced as a child, and given the chance to relive those youthful times with various creative media, you might just break through those false ideas and find that you're as creative and artistic as some of the artists in the galleries! Faigie explains that there are many ...
Apr 30, 2023•34 min•Season 5Ep. 229
Expanding a bit on the idea of PLACE being an important aspect of healthy longevity. Healthspan, wealthspan, and lifespan are all part of creating the health longevity we're looking for. Retirement shouldn't be considered the END of the road, but the start of the best part of the journey. U-Shaped Happiness Curve - as we age, we're on the upswing again! #retirement #retirementpodcast #liveyourbestlife
Apr 23, 2023•8 min•Season 5Ep. 228
Ryan Frederick has a passion for helping people think about the impact of place on their day-to-day lives. After training as an electrical engineer and working in Silicon Valley, Ryan went back to business school to explore the megatrend of people living longer. He gained experience in the senior housing industry, living in a senior-living community for part of a summer. In his current role, Ryan leverages his engineering background and business acumen to help people make informed decisions abou...
Apr 16, 2023•35 min•Season 5Ep. 227
Walking is certainly an easy form of exercise. Most people can do it - at least for a little while. Dave Paul hosts the Walking Is Fitness podcast and last week I had the pleasure of chatting with him. We talked about a lot of things related to walking. He had some good ideas for making the most of the time you spend on foot. There is rarely an excuse not to take at least a short walk each day. So get out there!
Apr 09, 2023•6 min•Season 5Ep. 226
David Paul is a 52-year-old fitness enthusiast who is passionate about health and wellness. After experiencing some weight gain in 2008, he started running and eventually ran a variety of half and full marathons. In 2013, he got a Fitbit and realized he was not reaching his step goal. This inspired him to start walking and he hasn't looked back since. He now averages around 20,000 steps per day, and walking has become his primary fitness activity. David loves the physical and mental benefits of ...
Apr 02, 2023•42 min•Season 5Ep. 225
near Technology provides tech support for people aged 50+, and I think it's a great service! They will provide as much or as little help as you need to solve your technology issues. As we age, sometimes we're faced with problems that we simply can't figure out on our own - at least not the first time. Having a service at our fingertips to help when we need it means we don't have to struggle as much. Let's face it - the IT department in our last job really did help sometimes, even if we always co...
Mar 26, 2023•5 min•Season 5Ep. 224
Ferrona Lie is the CEO and co-founder of near Technology, Inc., a Northwestern University-spinout startup providing personalized tech coaching to enable all individuals to use technology to stay connected with their loved ones, stress-free. The idea stemmed from the founders' shared experiences trying to help their parents and other older relatives with tech issues involving smart phones, tablets, and computers. Ferrona and her business partner realized that as people begin to move out of the re...
Mar 19, 2023•31 min•Season 5Ep. 223
Eric Weigel developed the NET WEALTH approach for preparing his clients for retirement. (Please go to episode 221 for an explanation of this acronym). In today's episode, I talk about emotions and achievements because I feel that these two areas are sorely underdeveloped in terms of their importance to a successful life beyond retirement.
Mar 12, 2023•9 min•Season 5Ep. 222
Eric Weigel calls himself a Retirement Architect . He is the founder of Retire with Possibilities , an advisory and retirement coaching firm dedicated to helping people consciously design their own journey into retirement. He is a Certified Professional Retirement Coach and University of Chicago MBA grad with more than 3 decades of experience. He's also the author of " Reimagining Retirement: 9 Keys to True Wealth ". Starting at timestamp 9:00, Eric talks about "NET WEALTH", an acronym he create...
Mar 05, 2023•38 min•Season 5Ep. 221
Stan gave us 12 great ideas for reversing the ageing process. I talk about 2 of them.
Feb 26, 2023•6 min•Season 5Ep. 220
Stan Kochanoff is an entrepreneur, an environmentalist and a life coach. At 84 years old, he is still running 2 landscape-related businesses while also being involved in a few other income-generating projects and working on two books. His belief is that if you stop looking and stop learning, you're dead. In proof of this belief, he's done (and continues to do) many things: has presided over a number of regional and national Horticultural Associations has served as president of Landscape Atlantic...
Feb 19, 2023•30 min•Season 5Ep. 219
Rituals are really important, so I spend a bit of time talking about the retirement rituals.
Feb 12, 2023•6 min•Season 5Ep. 218
Day Schildkret is an award-winning queer author, artist, ritualist, and teacher internationally known for Morning Altars, which BuzzFeed calls, “a celebration of nature and life.” With nearly 100K followers on social media, Day has worked for close to two decades with thousands of individuals, communities and organizations to help heal the culture through a meaningful and creative response to marking personal and collective change. Day is the founder and principal instructor of the Morning Altar...
Feb 05, 2023•30 min•Season 5Ep. 217
Quick little hello to say that things are going to continue... with some new guests.
Jan 29, 2023•4 min•Season 5Ep. 216
Is it time to rethink retirement? Or maybe it's just time to re-evaluate your relationships as you move into this new stage of life that the Spanish call la jubilación .
Jan 22, 2023•7 min•Season 4Ep. 215
Amy Bernstein is a writer, an author, and a non-fiction book coach. She's been involved in writing all her life. She believes it's time to start rethinking retirement - it's not the end of our life, but the start of the next stage, and it should be thought of as a new beginning. As the Spanish call it, la jubilación - a time for jubilation! She talks about the importance of re-establishing our relationships... to time and to ourselves. As mentioned in other episodes, our identity needs a bit of ...
Jan 15, 2023•31 min•Season 4Ep. 214
As you head into retirement, knowing your values helps you when you have to make decisions and choices. And recognizing that your values are not necessarily the same as your morals & ethics will set you up for success.
Jan 08, 2023•6 min•Season 4Ep. 213
Laura Barker spent 20+ years in HR before deciding to step away and become a career coach. She now helps people find meaningful work that is aligned with their purpose. In retirement, some people struggle with feelings of loss of purpose. All our adult lives, we are introduced to people as someone who "does something" - you're a lawyer, a plumber, a football player. But once we retire, that helpful crutch is gone and many of us are left floundering to describe ourselves when asked "What do you d...
Jan 01, 2023•26 min•Season 4Ep. 212
Life lessons can come from many places. Regardless of their source, it's important to pay attention and to have a plan for where you're heading.
Dec 25, 2022•5 min•Season 4Ep. 211
Peter Christian is a business coach, focused on helping businesses improve their relations and operations by identifying problems based on their root causes. He doesn't simply address symptoms. Peter believes that having a plan is important for getting where you're going in life. The plan doesn't have to have ALL the steps, but you need to have an idea what direction you're heading. This plan is important as you head into retirement too: You need to figure out where you want to be physically (bo...
Dec 18, 2022•41 min•Season 4Ep. 210
Exercise and fitness become increasingly important as we age - we NEED to keep moving if we WANT to keep moving and fueling our body properly is one key component to that equation.
Dec 11, 2022•6 min•Season 4Ep. 209
Dave Durell has been in the fitness field for most of his life. Starting out as a physical therapist assistant, he moved on strength coaching in collegiate football and NFL teams and he has owned and operated the Rock Solid Fitness personal training studio for over 40 years. His goal is to help people - especially those over 50 years of age - to get fit and stay strong throughout their remaining years. His website, https://strengthafter50.com , is very popular and contains a multitude of trainin...
Dec 04, 2022•34 min•Season 4Ep. 208
Small daily changes is not a new idea - but it's something that we don't take seriously enough. Making your life and your world better, one small change at a time, is what it's all about.
Nov 27, 2022•7 min•Season 4Ep. 207
Many people talk about the simple, small habits that we need to create to improve our lives, but few people have taken these habits to heart the way Michal Stawicki has. Called "Mr. Consistency", Michal practices what he preaches. Michal is the author of many best-selling books and he is a firm believer that the world can be changed for the better through consistent daily habits that bring us all closer to success in life. Discipline requires focus to continue; keeping a vision board, meditating...
Nov 20, 2022•31 min•Season 4Ep. 206
Being able to control our actions has long been a fascination of mine. I truly believe that we are all able to decide how we're going to act in any given situation. Knowing what thought patterns prevail in your head will help you change them if you want to.
Nov 13, 2022•8 min•Season 4Ep. 205
