What are you retiring to? Don’t drift into it. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26th. __________________________ I've just completed my second year as a grandfather. Like anyone finishing their sophomore year, I know twice as much as I did a year ago, but still have a lot to learn. In my quest to learn more, I came across this article in the New York Times - How to be a Better Grandfather - and discovered Ted Page. When he became a gr...
Mar 24, 2024•40 min•Ep 273•Transcript available on Metacast Today's Building Block: Wellness What will your life in retirement really be like? Will you flourish or languish? Our guest today is Corey Keyes, a renowned expert and author of the groundbreaking book Languishing: How to Feel Alive Again in a World That Wears Us Down. Corey explains what languishing is and the five essential "vitamins" for flourishing, derived from extensive research, offering practical strategies to improve well-being. Corey Keyes joins us from North Carolina. ________________...
Mar 17, 2024•36 min•Ep 272•Transcript available on Metacast Don't drift into your retirement. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26. _____________________ Who knows more about whether or not you're ready to retire? Your financial advisor - or you? While you're diligently planning for your retirement and dreaming to retire happy, the retirement landscape keeps evolving around you. Let's take a look at what's happening in the world of retirement with Nate Miles of Allspring Global Investments. He ...
Mar 14, 2024•18 min•Ep 271•Transcript available on Metacast Looking for an active retirement? Design it with others. Join us in the next Design Your New Life in Retirement group program starting April 26. Today's Building Blocks: Fun and Wellness Spring is right around the corner and it’s a great time to explore new outdoor activities and re-energize your routines by trying something new. Caroline Paul’s newest book, Tough Broad: From Boogie Boarding to Wing Walking — How Outdoor Adventure Improves Our Lives As We Age, delves into the science and psychol...
Mar 10, 2024•35 min•Ep 270•Transcript available on Metacast _________________________ Today's Building Block: Personal Growth If you're planning for retirement, you're well-versed in figuring out how to balance work and life. You may be tempted to think you won't need to worry about that once you retire. But not so fast. If you're planning an active retirement, you'll need to be thoughtful in balancing the different domains of life and creating harmony among them. Several practices from Stew Friedman's Total Leadership model can help you be intentional a...
Mar 03, 2024•44 min•Ep 269•Transcript available on Metacast Let's delve into one of your most important and longest running relationships - your relationship with food. Like all relationships, it's emotional. Dr. Jud Brewer joins us to discuss his new book The Hunger Habit:Why We Eat When We're Not Hungry and How to Stop. He shares how to practice mindfulness, replace judgment with curiosity, change your habits and cultivate a healthier relationship with food. Dr. Jud Brewer joins us from Rhode Island. _________________________ Bio Jud Brewer, MD, Ph.D. ...
Feb 25, 2024•31 min•Ep 268•Transcript available on Metacast You’ll need more than a vision for a great retirement. Early Registration for our 2nd Design Your New Life in Retirement small group program of 2024 is now open. Starts on April 26th. Join us _________________________ Today Building Blocks: Wellness and Work Is there something you love to do that could help others? Harry King, 81, found a way to return to work part-time doing something he loves - helping others get fit. ________________________ Retiring? See our Best Books on Retirement here ___...
Feb 22, 2024•18 min•Ep 267•Transcript available on Metacast You'll need more than a vision for a great retirement. Early Registration for our 2nd Design Your New Life in Retirement small group program of 2024 is now open. Starts on April 26th. Join us ______________________ Who can benefit from your life story? What do you want your children and grandchildren to remember about you? The concept of legacy is being redefined and goes beyond financial assets to value hard earned life lessons and wisdom. Dr. Jandi Kelly, of A Talk to Remember, shares her insi...
Feb 18, 2024•46 min•Ep 266•Transcript available on Metacast Early Registration for our 2nd Design Your New Life in Retirement small group program of 2024 is now open ________________________ Aging in place? Downsizing? Decluttering? Moving? These topics can give pause to those of us of a certain age. Syndicated columnist and author Marni Jameson reframes those terms with an alternative choice: rightsizing. So forget downsizing. Instead focus on what is the right size home for your lifestyle going forward. And Marni Jameson expands the menu of options to ...
Feb 11, 2024•25 min•Ep 265•Transcript available on Metacast Today's Building Blocks: Lifelong Learning & Fun - Are you ready to age adventurously? If you're making plans to travel this year, why not combine it with a learning adventure? Road Scholar is a not-for-profit organization providing educational travel programs primarily geared toward older adults with an impressive range of options to explore the world. Kelsey Knoedler Perri and Kerry Bennett join us to discuss how Road Scholar can help you combine travel, learning and fun in 2024. _____________...
Feb 04, 2024•22 min•Ep 264•Transcript available on Metacast Today's Building Block: Work (yes, work...) What makes transitions so hard to navigate? Herminia Ibarra, a thought leader on leadership and career development and author of Working Identity, shares her insights on creating new options as you prepare for your transition to retirement. Herminia Ibarra joins us from London. ________________________ Comments? Leave a voice message here _________________________ Bio Herminia Ibarra is the Charles Handy Professor of Organisational Behaviour at London ...
Jan 28, 2024•21 min•Ep 263•Transcript available on Metacast Feedback or suggestions for this retirement podcast? Leave a voice message here Today's Building Block: Wellness What does an emotionally intelligent retirement look like? In this 4th edition of the Retirement Roundtable, two of our favorite previous guests, Kate Schroeder & Nick Wignall, return to discuss the questions to ask yourself now to be well prepared for the emotional aspects of the transition to retirement. ________________________ Bios Kate Schroeder is a psychotherapist in private pr...
Jan 21, 2024•1 hr•Ep 262•Transcript available on Metacast Retirement offers a great opportunity to reset. It opens up new possibilities with resources to do what you've always wanted to do. But how do you approach it? Christina Wallace, author of The Portfolio Life, knows how business frameworks can be used to design the life you want. For example, you likely have a diversified financial portfolio. It’s time to build a diversified life. Christina Wallace joins us from Cambridge, Massachusetts. _________________________ Bio A self-described “human Venn ...
Jan 14, 2024•28 min•Ep 261•Transcript available on Metacast Retiring? Check our recommendations on the Best Books About Retirement ________________________ Feedback or suggestions? Leave a voicemail here ________________________ Today's Building Block: Wellness Minding your investments for your retirement? There's one especially smart investment you can make that will pay dividends in your retirement. Elizabeth Sherman explains how investing in your health and wellness now can enhance the quality of your life now and in your retirement years. Elizabeth j...
Jan 07, 2024•24 min•Ep 260•Transcript available on Metacast Feedback or suggestions on this retirement podcast? We'd love to hear from you. Leave a voicemail here Welcome to a new season of The Retirement Wisdom Podcast! We'll be delving into eight building blocks of a satisfying life in retirement this year with new conversations to help you retire smarter. In my work as a coach, I see many people get stuck trying to find a new purpose in retirement. Some transition with a new driving force in their life post-full time work. But I'm seeing many others f...
Jan 04, 2024•9 min•Ep 259•Transcript available on Metacast Retiring in 2024? Don't wait until you're wondering Now What Do I Do? Be intentional. Design your retirement. From previous Designing Your Life coaching clients: "The process that you led me through resulted in me creating exactly the life I’ve envisioned. I am acutely aware of how I got to this point, and it is because of the Designing Your Life process. Thank you from the bottom of my heart.” “I loved hearing Joe’s and my classmates’ perspectives. A very worthwhile program.” “A good investment...
Dec 28, 2023•32 min•Ep 258•Transcript available on Metacast Retiring? Check our recommendations on the Best Books About Retirement. _______________________ How can you prepare well for the transition to retirement? A retired couple chronicle their first year of retirement together in an excellent monthly column in The Wall Street Journal titled Retirement Rookies. They share the stories from Year One, with lessons learned and their observations on challenging issues we can all relate to. Stephen Kreider Yoder is an editor on The Wall Street Journal’s ent...
Dec 24, 2023•27 min•Ep 257•Transcript available on Metacast What's on your reading list? Check out our interesting Books About Retirement. ________________________ Can four questions unlock the pathway to a great year for you in 2024? I've found these four simple questions to be powerful guides in planning clearly for the year ahead. Grab a pen, a blank sheet of paper, your favorite beverage ( but maybe not more than one...) and take 30 minutes in a place where you won't be distracted, Capture your bullet point thoughts and see what emerges for you. More...
Dec 22, 2023•4 min•Ep 256•Transcript available on Metacast Planning to retire? Check Out Our Best Books About Retirement ____________________________ Retirement is one of life's most challenging transitions. But can it be made easy? Gary Poier thinks so. He's the author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients. He joins us to explain how. ____________________________ Make 2024 a Great Year! Build the Right Habits – Fast Start program - Starts January 5th - 3 One Hour sessions Design Your New Life in Retirement – 6 s...
Dec 21, 2023•19 min•Ep 255•Transcript available on Metacast Retirement, like many things in life, is a balancing act. There are some daunting challenges to solve and practical realities to face - and you'll ignore them at your peril. But you don't want them to limit your aspirations or put a damper on imagining what's possible in this next phase of life. So, how are people thinking about retirement these days? And what can pre-retirees learn from the experience of those who've already retired? The Transamerica Institute and Transamerica Center for Retire...
Dec 17, 2023•16 min•Ep 254•Transcript available on Metacast Make Next Year a Great Year! Build the Right Habits - 3 Week Fast Start programStarts January 5th Design Your New Life in Retirement - 6 sessions over 12 weeks - starts January 25th Take the first step. Sign up today! _______________________ What's missing from your plans for retirement? What if two simple words could expand your thinking and bring new possibilities and a sense of adventure to your retirement? Roberta Sawatzky's book What If...? Finding New Adventures Through Life’s Obstacles, t...
Dec 10, 2023•20 min•Ep 253•Transcript available on Metacast Is your 401(k) better prepared for retirement than you are? The Retirement Wisdom Podcast helps retire smarter by preparing well for life in retirement. Catch up on the best of our recent retirement podcast conversations on how to edit your life; mindfulness and health; what we can learn from super-agers; elder justice; the new age of aging - and what the first two years of retirement are really like. ________________________ Listen to the full conversations: Edit Your Life – Elisabeth Sharp McK...
Dec 03, 2023•27 min•Ep 252•Transcript available on Metacast What If You Build the Habits You Want Next Year? Join our 3 week Habits group program and get 2024 off to a great start! Learn More | Register Here _________________________ Planning for your retirement? You'll be crafting a new story - the story of your future. Jeanne Lambin shares how storytelling and improv can help you bring imagination to planning your next chapter - and tells us about her program 11 Minute to Mars. Jeanne Lambin joins us from Chicago. _________________________ Bio Jeanne L...
Nov 30, 2023•25 min•Ep 251•Transcript available on Metacast Retire Smarter. Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | TuneIn | RSS _________________________ Let's face it. Retirement isn't for everyone. A notable percentage of people return to work within the first five years of retirement. But what's the pathway back? Here's one that may not be on your radar. Savvy organizations who need experienced talent have created returnship programs targeting people who are returning to work following a career break. While th...
Nov 26, 2023•27 min•Ep 250•Transcript available on Metacast Make 2024 a Great Year! Start small, but start smart. Build the new habits you want. Join our 3-week small group program in January and get 2024 off to a great start! Learn More | Register Here ______________________ Our thoughts often turn to gratitude during the week of Thanksgiving. What if we lived with gratitude the whole year? Kristi Nelson and Glenn Fox know how to do that - and why it's beneficial for you and others. They share their wisdom on gratitude with us in this Best of The Retire...
Nov 19, 2023•21 min•Ep 249•Transcript available on Metacast Make Next Year Your Best Year! Start small, but start smart. Join our 3 week Tiny Habits group program and get 2024 off to a great start! Learn More | Register Here _________________________ How much critical thinking are you bringing to your retirement planning? And not just with your investments, but on how you'll invest your time in retirement. Critical thinking can help you avoid distractions, make smart choices and chart your own course in your retirement life. Dennis Torres shares his less...
Nov 16, 2023•21 min•Ep 248•Transcript available on Metacast Make Next Year Your Best Year! Join our 3 week Tiny Habits group program and get 2024 off to a great start! Learn More | Register Here ___________________ Lawrence Kosick, Co-founder and President of GetSetUp, joins us to discuss how you can bolster your retirement years with lifelong learning. Follow your curiosity and learn new things in the new year ahead. There's a multitude of options such as Photography, Cooking, Technology, Music, Travel or Health & Fitness. Pick up some new skills, new i...
Nov 12, 2023•22 min•Ep 247•Transcript available on Metacast Make Next Year Your Best Year! Here's How ____________________ One of the many challenges in planning for retirement is grappling with the unknown. A big unknown is longevity. No one really knows how long they'll live. And there's a growing number of centenarians these days. What if you live to be 100? Or what if you become a super-ager and live much longer than that? It's something to consider in your planning, both financially and non-financially. And this longevity revolution we're in the mid...
Nov 05, 2023•31 min•Ep 246•Transcript available on Metacast Retire Smarter. Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS __________________________ Your attention, please. We're talking today about your attention. Where are you directing it? What's distracting your attention? How can you regain control over your focus? The first solo episode without a guest on The Retirement Wisdom Podcast. __________________________ Design Your Retirement Our next Design Your New Life in Retirement small group ...
Oct 29, 2023•13 min•Ep 245•Transcript available on Metacast Retire Smarter. Don’t Miss an Episode. Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS You can tell by the barrage of commercials that it's Medicare Open Enrollment season. The author of Medicare for You: A Smart Person’s Guide,Diane Omdahl of 65 Incorporated, is back to help us sort through the noise, learn what's new this year and how to avoid the common mistakes she sees people make in Medicare Open Enrollment. Diane Omdahl joins us fro...
Oct 22, 2023•26 min•Ep 244•Transcript available on Metacast 
