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•Ep 304•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•Ep 303•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•Ep 302•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•Ep 299•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•Ep 298•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•Ep 293•Transcript available on Metacast Early Bird Registration is Now Open for the September Design Your New Life in Retirement Program – Learn More ________________________ Who do you want be when you grow up? It's a question we were all asked in our youth - and it may be a fruitful question to consider now as you consider your next phase of life. It was a catalyst for our guest today in taking up a challenging pursuit that was way outside her comfort zone. Your new pursuit may be very different from hers, but her experience may ins...
Jul 15, 2024•30 min•Ep 292•Transcript available on Metacast Time to Reinvent? Early Bird Registration is Now Open for the September Design Your New Life in Retirement Program - Learn More ________________________ Let's face it. Retirement isn't for everyone - especially a "traditional retirement." An increasing number of people are choosing to work longer or to reinvent themselves and create their own new path forward. Mark Walton joins us to discuss his new book Unretired: How Highly Effective People Live Happily Ever After. You'll be interested in the ...
Jul 08, 2024•29 min•Ep 291•Transcript available on Metacast Aging may be on your mind this week. And it's an often overlooked aspect of planning for retirement. Coleen T. Murphy, a leading scholar of aging, and the author of How We Age: The Science of Longevity, details how recent research on model systems, combined with breakthroughs in genomic methods, have allowed scientists to probe the molecular mechanisms of longevity and aging, This research is helping us understand the fundamental biological rules that govern aging - and it may be bringing us clo...
Jul 01, 2024•24 min•Ep 290•Transcript available on Metacast What challenges could derail men's retirements? Journalist and associate professor Dawn Fallik joins us to discuss what she learned in the research for her article in Kiplinger Why So Many Men are Bad at Retirement. And we explore what men can learn from women that may save men's retirements. Dawn Fallik joins us from Philadelphia. __________________________ Bio Dawn Fallik is an award-winning reporter specializing in database analysis, feature writing and medical coverage. She has 20 years of d...
Jun 24, 2024•26 min•Ep 289•Transcript available on Metacast Don't underestimate the transition to retirement. How do you build a bridge from your full-time working life to your new life of freedom in retirement? It starts with doing your homework and managing your expectations for the transition period. Many people expect it to be like that last day of school before summer - running off to full-time fun, only without school resuming in the fall. But the transition usually unfolds in a series of phases - and learning more about them prepares you to antici...
Jun 17, 2024•29 min•Ep 288•Transcript available on Metacast It's easy to fall into a rut. What could taking up a new pursuit or a new challenge do for you? Today's guest, Joe Simonetta is living a diverse, interesting and fulfilling life. Last year he decided to take on a new challenge at 80. He decided to compete in a triathlon. Not only was it his first triathlon, it was his first race - of any kind. And he won the gold medal in his 80-84 age division at the U.S. National Senior Games. His story may inspire you to take on a new pursuit or challenge. Jo...
Jun 10, 2024•Ep 287•Transcript available on Metacast Retirement offers the opportunity to pursue new interests, hobbies and pursuits. But getting retirement right takes practice. How do you start? Mary Jo Hoffman shares her story of how a daily photography practice on her daily walks with her dog evolved, culminating in her new book STILL:The Art of Noticing. Mary Jo Hoffman joins us from Minnesota. __________________________ Bio Mary Jo Hoffman is the author of STILL:The Art of Noticing. An aeronautical engineer-turned-artist, since beginning her...
Jun 03, 2024•Ep 286•Transcript available on Metacast Is it possible to get healthier as you get older? Dr. Michael Greger knows how and why that's possible. He visits with us to discuss his new book How Not to Age: The Scientific Approach to Getting Healthier as You Get Older. Dr. Greger joins us from Maryland. _________________________ Michael Greger, M.D. FACLM is a physician, New York Times best-selling author, and internationally recognized professional speaker on a number of important public health issues. Dr. Greger has lectured at the Confe...
May 27, 2024•Ep 285•Transcript available on Metacast You're wise to be planning for your retirement. But the best-laid plans can be turned upside down in an instant. Sarah Cart joins us to share her experience and her new book On My Way Back to You: One Couple's Journey through Catastrophic Illness to Healing and Hope. Sarah Cart joins us from Massachusetts. _________________________ Bio Sarah Cart was raised and educated in New York and New England. As a freelancer, she wrote for multiple local publications while she and her husband, Ben, raised ...
May 20, 2024•25 min•Ep 284•Transcript available on Metacast There are a lot of variables to consider in planning for retirement. A big one is longevity. We don't know how long we'll live, but we should plan for a long life. But there's more to consider than just our lifespan. Rejoining us is Maddy Dychtwald, co-founder of Age Wave, to discuss her new book Ageless Aging: A Woman’s Guide to Increasing Healthspan, Brainspan, and Lifespan, a guide to living better longer by proactively attending to your healthspan, your brainspan and your wealthspan. Maddy D...
May 13, 2024•32 min•Ep 283•Transcript available on Metacast It's time to step back and look at the best of our podcast conversations earlier this year with some brief clips to help you retire smarter. Links to the full conversations are below: The Balancing Act in Retirement – Stew Friedman The Portfolio Life – Christina Wallace Rightsize Your Life for a Brighter Future – Marni Jameson From Cravings to Control – Revamp Your Habits – Dr. Jud Brewer Working Identity – Herminia Ibarra The Emotionally Intelligent Retirement – Kate Schroeder & Nick Wignall __...
May 06, 2024•31 min•Ep 282•Transcript available on Metacast Our memory seems like a mystery. Why can I rattle off the stating lineup of the 1967 Red Sox but can't remember what had for lunch yesterday? Charan Ranganath can explain. He joins us to discuss his new book Why We Remember: Unlocking Memory's Power to Hold on to What Mattersand what we can do to strengthen our cognitive fitness. Charan Ranganath joins us from California. _________________________ Bio Charan Ranganath, Ph.D, is the author of the new book Why We Remember: Unlocking Memory's Power...
Apr 29, 2024•30 min•Ep 281•Transcript available on Metacast There's a lot we can learn - and relearn - from the younger people in our midst. They do many things in a way that's highly beneficial for older adults. Dr. Hasan Merali is the author of the new book, Sleep Well, Take Risks, Squish the Peas, which shows us how toddlers bring out the best in humanity and how we can, too. It’s a whole new way of looking at and learning from toddlers. He joins us from Ontario. __________________________ Bio Hasan Merali, MD, MPH, is an associate professor in the De...
Apr 25, 2024•28 min•Ep 280•Transcript available on Metacast We're surrounded by uncertainty and we don't like the feeling of not knowing. But there's often hidden strength in some things that make us uncomfortable. Maggie Jackson's new book explores the research that shows that uncertainty is not a weakness, but instead can be a powerful tool for navigating complexity with creativity and adaptability. Maggie Jackson joins us from Rhode Island to discuss her new book Uncertain: The Wisdom and Wonder of Being Unsure and why we should embrace uncertainty as...
Apr 22, 2024•29 min•Ep 279•Transcript available on Metacast Are you ready for the second half of life? Allen Hunt believes we should be more precise and instead concentrate on preparing for the fourth quarter of our lives once we hit our sixties. It helps us focus with a heightened sense of urgency and it can inspire us to be more intentional about the things that matter most. Allen Hunt joins us from Atlanta. __________________________ Bio Allen Hunt is The Fourth Quarter Guy. He helps people discover how to become the best-version-of themselves in the ...
Apr 18, 2024•27 min•Ep 278•Transcript available on Metacast A lot of our day-to-day behavior comes from habits. They create useful short cuts. But while they're efficient, many lack something important - meaning. That's where rituals come in. From the civic and religious rituals that commemorate key milestones and special events to our morning routines, they add a valuable emotional dimension to our lives. Michael Norton, author the new book The Ritual Effect: From Habit to Ritual, Harness the Surprising Power of Everyday Actions, has studied rituals and...
Apr 15, 2024•21 min•Ep 277•Transcript available on Metacast Doesn't everyone deserve a dignified retirement? Rather than fixing our retirement system, working longer is often seen as the solution to finance retirement. But for people with physically demanding jobs or people grappling with health issues or disabilities, working longer is not an option. Teresa Ghilarducci joins us to discuss her new book Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy and her proposal for a Gray New Deal to fix the retirement system in the US. Teresa...
Apr 08, 2024•29 min•Ep 276•Transcript available on Metacast Are you ready to make giving back your second act? That's the question posed by AmeriCorps Seniors. While volunteering can make a huge difference in the lives of others, it offers many benefits for you too. Atalaya Sergi joins us to discuss how AmeriCorps Seniors volunteers are making a difference by redeploying their skills and experience, including through intergenerational volunteer programs. Atalaya Sergi joins us from Charlottesville, Virginia. __________________________ Bio Atalaya Sergi l...
Apr 01, 2024•31 min•Ep 275•Transcript available on Metacast What will you be retiring to? Don't just wing it. Design it. Join our next Design Your New Life in Retirement small group program starting on April 26th. There's one spot left... _________________________ What lessons learned can you glean from a top financial advisor who's helped many people successfully retire? Scott Hanson, of Allworth Financial, joins us to share his insights and discuss the Four Pillars you'll want to put in place to build the satisfying retirement you've earned. Scott Hans...
Mar 28, 2024•24 min•Ep 274•Transcript available on Metacast 
