Make 2025 your year! Free 2-part Workshop to build 3 new habits January 3 and 10th – 12 Noon Eastern – 1 hour via Zoom Sign Up here _________________________ While we focus on the non-financial aspects of retirement here, your money clearly matters. With a new year around the corner we check back in with economist Larry Kotlikoff, author of Money Magic: An Economist’s Secrets to More Money,Less Risk and a Better Life, for his views on what may lie ahead, common mistakes to avoid with Social Secu...
Dec 30, 2024•29 min•Ep 322•Transcript available on Metacast Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th – 12 Noon Eastern – 1 hour via Zoom Sign Up here _______________________ As the year winds down, it's time to reflect - and look ahead. Carol Orsborn, author of the new book Spiritual Aging: Weekly Reflections for Embracing Life, explains why it's a wise move to continue that practice with weekly reflections to tune into the spiritual side of aging. Carol Orsborn joins us from Tennessee. ______________...
Dec 23, 2024•30 min•Ep 321•Transcript available on Metacast Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th - 12 Noon Eastern - 1 hour via Zoom Sign Up here _______________________ It's a great time of year to slow down. But what about next year? Is it time for slow living? Stephanie O'Dea, author of Slow Living: Cultivating a Life of Purpose in a Hustle-Driven World, shares her personal experiences with slowing down, the benefits of living a different lifestyle and how to get started. Stephanie O'Dea joins ...
Dec 16, 2024•26 min•Transcript available on Metacast It's time to catch up on any of our best podcast conversations you may have missed this fall. Listen to any of the full podcast conversations below: Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz The Art of the Interesting – Lorraine Besser, PhD Passion and Purpose – Jim Ansara How to Retire – Christine Benz __________________ Other Best Of Episodes: Best of 2024 – Part Two Best of 2024 – Part One Best of 2023 – Part Three _______________________ About ...
Dec 09, 2024•31 min•Transcript available on Metacast Retiring? Don't drift into the lazy river. Design Your New (active and interesting) Life. Learn More _______________________ In days gone by, people used to think they were done - and headed off to retirement. Not any more. Now, the questions to ask yourself are what's my potential for the likely decades that lie ahead? And how can I live well - and wisely? Ben Lytle, former CEO of Anthem, and author of The Potentialist: The Pursuit of Wisdom, believes that wisdom and potential are our ideal ada...
Dec 02, 2024•41 min•Transcript available on Metacast It's Thanksgiving here in the US. And there's always a lot we can be grateful for - if we're paying attention. This Best Of episode spins through a few of our guests who shared their experiences, insights and wisdom about gratitude. Often they found gratitude to be extremely valuable in times of adversity in their lives. I think they just might inspire you to keep gratitude going long after your tryptophan-induced nap on Thursday. If any of the clips on gratitude intrigue you, click on the links...
Nov 27, 2024•Transcript available on Metacast Is 2025 your year? Join our Design Your New Life in Retirement Program – two new groups start in January. Early registration discount ends November 30th | Only a few spots left. Learn more ______________________ When you're retiring, you think of what you're leaving. Your work. Your paycheck. Your office. Your colleagues. But what's next? There are many benefits to taking on something new. Something that's challenging, and maybe even out of the box. Stephen Riggio shares his experience. Stephen ...
Nov 25, 2024•25 min•Transcript available on Metacast Your retirement? You could wing it, but that's not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ To retire or to work longer? There's another option that may be just right for you - semi-retirement. We catch up with Liz Weston, who retired from NerdWallet earlier this year on how its working for her - and what you can learn from her experience. Liz Weston joins us from California. _______________...
Nov 18, 2024•26 min•Ep 315•Transcript available on Metacast Take Charge of Your Future. Imagine Possibilities with Design Thinking - and Test Them. Join our Design Your New Life in Retirement Program - two new groups start in January. Learn more _______________________ Getting older brings questions. Debra Whitman, PhD, the Chief Public Policy Officer for AARP, had questions, too. Her research led her to write the new book "The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond." You'll benefit from her insights from interviews with exper...
Nov 14, 2024•20 min•Ep 314•Transcript available on Metacast Is it time to work on what you'll be retiring to? Join our upcoming Designing Your New Life Group Program Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET) starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants. Don’t miss your chance to join at a discounted rate. Kick off 2025 with a supportive community of others designing their new life in retirement. Learn more ____________________________ Happiness and meaning have long been considered the foun...
Nov 11, 2024•32 min•Ep 313•Transcript available on Metacast What's Next? Get in front of your life in retirement. Early Bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants. Don’t miss your chance to join at a discounted rate—secure your place now and start 2025 with intent...
Nov 04, 2024•30 min•Transcript available on Metacast Early bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants, and only 4 spots remain in each. Don't miss your chance to join at a discounted rate—secure your place now and start 2025 with intention and connection. L...
Oct 31, 2024•33 min•Transcript available on Metacast Design Your Future. Embrace Your Freedom. Early Bird discounted registration is now open for our next Designing Your New Life Group Program - with a Thursday group and a Friday group beginning in January. Each group is limited to 10 participants and only four spots are still open in each group. Learn more ____________________ Who wouldn't sign up for more joy? Steven Petrow, author of The Joy You Make:Find the Silver Linings–Even on Your Darkest Days, rejoins us to share what he's learned about ...
Oct 28, 2024•33 min•Ep 310•Transcript available on Metacast A study by Stanford and Encore.org found that the majority of older adults want to give back in some way. Jim Ansara, an AARP 2024 Purpose Prize winner, is making a big difference in his retirement with his organization Build Health International. How might you redirect your skills and experience to make a difference? Jim Ansara joins us from Beverly , Massachusetts. ____________________ Bio Jim Ansara is a retired general contractor who founded Shawmut Design and Construction in Boston in the e...
Oct 21, 2024•32 min•Ep 309•Transcript available on Metacast What's the future of aging - and how could it impact your healthspan and longevity? Lauren Dunning of the Milken Institute shares her insights on this topic and key trends in innovative housing options and technology for older adults. Lauren Dunning joins us from Santa Monica, California. ________________ Bio Lauren Dunning is a director on the Future of Aging team at the Milken Institute, where she develops initiatives and strategic partnerships that advance healthy longevity and financial secu...
Oct 14, 2024•32 min•Transcript available on Metacast There's a lot more to retirement than financial planning. If you're planning for retirement and thinking about how to retire, you'll need to consider both sides of the equation. The new book by Christine Benz, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, leverages insights from 20 experts on the financial and non-financial aspects of retirement planning. Christine Benz joins us fro the Chicago area. ______________________ Bio Christine Benz is the author of How to R...
Oct 07, 2024•30 min•Transcript available on Metacast A lot changes when you retire. That can be daunting, but it also presents valuable opportunities. It gives you a window to recreate a new approach to life now that you'll have the time and freedom to pursue what you'd like to do. Teresa Amabile, co-author of the new book Retiring: Creating a Life That Works for You, joins us to discuss the key lessons from over 200 interviews with 120 people and their experiences in retiring. Teresa Amabile joins us from Massachusetts. _____________________ Bio ...
Sep 30, 2024•37 min•Ep 306•Transcript available on Metacast It's time to look back at our best podcast conversations from earlier this year. We've covered smart moves you can make to optimize your physical and cognitive health and longevity; how a Life Calculator can give you a wake up call and stop you from procrastinating, and why more people are rejecting the idea of a traditional retirement - and choosing their own adventure. We also explored why our retirement system in the US needs an overhaul; how you can make today your last bad day; how social c...
Sep 23, 2024•44 min•Transcript available on Metacast What constitutes a good life? Marc Schulz, co-author of The Good Life: Lessons from the World's Longest Scientific Study of Happiness, highlights useful insights from the Harvard Study of Adult Development, which has been running for over eight decades. You'll hear advice you can use in building your good life. Marc Schulz joins us from Bryn Mawr, Pennsylvania. _____________________ Bio Marc Schulz is the associate director of the Harvard Study of Adult Development and the Sue Kardas PhD 1971 Ch...
Sep 16, 2024•30 min•Transcript available on Metacast What's that sound? Our guest today explains that it's the retirement savings bomb ticking louder. Listen in and get smarter about RMDs, Roth IRAs - and the tax bomb that's ticking louder for you. Ed Slott joins us from New York. _______________________ Bio Ed Slott is the author of The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings and Ignite Your Financial Freedom. Ed is a nationally recognized IRA distribu...
Sep 09, 2024•29 min•Transcript available on Metacast Make no mistake. There's a lot you can't control about your retirement. The economy. The markets. That neighbor. But there is something you can control that will make a big difference in your quality of life. Your mindset. Michael O'Brien shares his compelling story and how he learned how to prevent bad moments from turning into bad days. Michael O'Brien joins us from the Garden State of New Jersey. _______________________ Bio Michael O’Brien is President and Founder of Peloton Coaching and Cons...
Sep 02, 2024•29 min•Transcript available on Metacast Retiring right requires a smart strategy. And if you didn't get started early in your retirement planning, the second best time to start is now. Rick Atkinson, Founder & President of RA Retirement Advisors in Toronto, shares his insights and advice. ___________________________ It's Back to School time. Here's your reading list to peruse: Best Books on Retirement ___________________________ Bio Rick Atkinson is Founder & President of RA Retirement Advisors specializing in retirement planning. For...
Aug 29, 2024•29 min•Transcript available on Metacast Time to take charge of your future? Design Your New Life in Retirement ________________________ Transitioning to retirement comes with challenges. And what if you love the work you're retiring from? That makes it harder. Our guest today, Cathy Bishop-Clark shares her experiences in transitioning to retirement - and why you'll want to have a retirement mentor. Cathy Bishop-Clark joins us from Ohio. ________________________ Bio Cathy Bishop-Clark recently retired after a 34-year career at Miami Un...
Aug 26, 2024•32 min•Ep 301•Transcript available on Metacast Check our Best Books for Retirement ________________________ Have you considered phased retirement? Most working people dream about that day when they'll ride off into the sunset and into retirement. But a full stop retirement isn't for everyone. It can make the transition to retirement quite challenging. Many people are choosing insread to glide into retirement. Phased retirement is trending as a way to gradually retire, on your own terms. It's essential a flexible work arrangement. Our guest t...
Aug 19, 2024•22 min•Ep 300•Transcript available on Metacast The early registration discount for Design Your Life in Retirement ends on August 15th. Register here ______________________ If you're pondering early retirement, have you considered another option? For some people a sabbatical offers an an opportunity to recharge, reflect and to experience a new adventure. Steve Hoffman's book A Season for That details the experience of an extended leave with his family in a winemaking village in France. It may inspire you to imagine what a sabbatical experienc...
Aug 12, 2024•29 min•Transcript available on Metacast Do you have your affairs in order? There's a lot to consider with something that is often put off: End-of-Life Planning. Attorney Adam Zuckerman, founder of Buried in Work, a website with resources to simplify estate planning and end-of life planning tasks. Adam joins us to discuss the steps you should take, the differences between wills and trusts, how assets are distributed and more. Adam Zuckerman joins us from Maryland. ______________________ Bio Adam Zuckerman is an experienced attorney and...
Aug 05, 2024•18 min•Transcript available on Metacast Don't put it off: Design Your New Life in Retirement Group Program Register here ______________________ Last week before heading off on a family vacation in Colorado, I was reminded of the power of a deadline. Getting things done before vacation is one thing, but are there things you really want to do but are putting them off? Jodi Wellman, author of You Only Die Once: How To Make It To The End With No Regrets, discusses how to leverage the power of temporal scarcity, and offers practical advice...
Jul 29, 2024•26 min•Ep 297•Transcript available on Metacast How will you make a difference? Registration for the next Designing Your New Life Group is now open. Learn more here. ________________________ When it comes time for your next chapter, do you want to make a difference? One avenue to do so is through mentoring. In director Jay Silverman’s new heartwarming film “Camera” Beau Bridges plays Eric, an aging repairman who forges an unusual friendship with Oscar, a bullied nine-year-old who can’t speak, but finds a voice through photography under Eric’s...
Jul 25, 2024•34 min•Ep 296•Transcript available on Metacast Start finding your new tribe. Registration for the next Designing Your New Life Group is now open. Learn more here. _______________________ Get smarter about social connections. Science journalist David Robson rejoins us to discuss his new book The Laws of Connection: The Scientific Secrets of Building a Strong Social Network. David Robson joins us from London. ________________________ Bio David Robson is an award-winning science writer specialising in the extremes of the human brain, body and b...
Jul 22, 2024•38 min•Ep 295•Transcript available on Metacast You may not know yet when you'll retire, but there will be a broader context for your retirement. And while no one knows exactly what the future will bring, it's wise to consider emerging trends that may impact your next act. Futurist Robert B. Tucker joins us to discuss some of those trends - and why you need to "futurize" your next act in your third trimester of life. Robert Tucker joins us from Santa Barbara, California. _______________________ Take Charge of Your Future. Learn more about our...
Jul 18, 2024•24 min•Transcript available on Metacast 
