I’m Just Asking for a Friend
Retirement brings so many tough questions.

Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode.

Click here to leave a voice message

or email me at joec@retirementwisdom.com

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What really makes for a successful retirement? Financial readiness is only part of the story. After decades in the financial planning world, Joseph Maugeri, a CFP professional and former executive at the CFP Board,  knew what to expect. But when he stepped into retirement himself, he was surprised by  the mental and emotional transition to retirement.

In this episode, Joseph shares the lessons he’s learned firsthand—what surprised him, what helped him adjust, and the SHELF framework he built to stay balanced and purposeful in retirement.

If you’re planning your own transition or supporting someone who is, Joseph’s insights will help you navigate it with more confidence, patience, and optimism.

Joseph Maugeri joins us from Pennsylvania.

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Bio
Joseph V. Maugeri, CFP®  joined the CFP Board in 2011. Prior to his retirement, he was the Managing Director, Corporate Relations, focused on continuing to strengthen and enhance the organization’s connections within the financial services industry. His responsibilities include the growth of CFP® professionals among all channels, marketing initiatives, product development and membership on the Executive Leadership Team.

Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.

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Two New Designing Your Life groups kicking off in January
Early registration discount ends 12/15

Learn more and sign up today 

Limited to 10 spots per group

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Podcast Conversations You May Like

The Inspired Retirement – Nathalie Martin

Retiring: Creating a Life That Works for You – Teresa Amabile

The Balancing Act in Retirement – Stew Friedman

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Mentioned in This Episode

Let's Make a Plan - Find Your CFP®  Professional

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch,

What if your brain’s health in retirement depended as much on who you see as on what you eat or how you move? Neuroscientist Dr. Ben Rein, author of  the new book Why Brains Need Friends: The Neuroscience of Social Connection, joins us to reveal how social connection shapes your brain. He explains why isolation is as toxic as chronic stress, how friendship fuels brain resilience, and why your dog might be one of your best wellness allies. In this e, ye-opening conversation, you’ll learn how staying socially engaged literally protects your brain from decline, the science behind “nature’s medicine” — oxytocin — and practical ways to rewire your social habits for longevity, joy, and emotional well-being. If you’ve ever wondered why friendships matter more than ever in retirement, this episode will change the way you think about your brain — and your calendar.

You'll learn:

Why social interaction is a fundamental pillar of brain health, as critical as sleep and nutrition - and what happens when we don't get enough of it
The invisible pattern of retirement isolation: how time spent alone steadily increases while connections with coworkers, friends, and family decline simultaneously
Why text-based communication doesn't satisfy your brain's need for connection (and what to do instead to restore the social cues your brain craves)
The surprising neuroscience behind why dogs are so good for us—and how they activate the same brain reward systems as human connection
Two scientifically-proven exercises you can start today to train your empathy and strengthen the brain regions associated with compassion and social connection

Ben Rein joins us from Buffalo, New York.

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Bio
Ben Rein, PhD, is an award-winning neuroscientist, chief science officer of the Mind Science Foundation, adjunct lecturer at Stanford University, clinical assistant professor at SUNY Buffalo, and a renowned science educator. Dr. Rein’s research focuses on the neuroscience of social interactions, and outside of the lab he teaches neuroscience to an audience of more than one million social media followers. Dr. Rein and his research have been featured on major media outlets including Entertainment Tonight and Good Morning America, and he has received awards from the National Academies of Sciences, Engineering, and Medicine; the Society for Neuroscience; and elsewhere.

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For More on Ben Rein

Why Brains Need Friends: The Neuroscience of Social Connection

Website

You Tube Channel

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Mentioned in this Podcast

Loving Kindness Meditation

Affect Dyad excercise

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Podcast Conversations You May Like

Our New Social Life – Natalie Kerr & Jaime Kurtz

The Laws of Connection – David Robson

The Self-Healing Mind – Gregory Scott Brown, M.D

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms...

What if retirement isn’t the end of something — but the beginning of something better - and deeply meaningful?

Dr. Susan Reid thought she was ready for her next chapter when she retired early from her career as a university professor. But within weeks, she realized she’d gone from 100% full throttle to zero — and felt adrift. That awakening led her on a powerful journey to re-vision retirement — for herself and for the millions of others who feel they’re “not done yet.”

In this conversation, Dr. Reid shares the insights from her research and personal experience — about identity, purpose, and how to craft a clear vision for the next phase of life. You’ll hear how to move from “what am I leaving?” to “what am I moving toward?” and how meaning, contribution, and joy can fuel a longer, healthier, and more fulfilling life after you leave full-time work behind.

If you’re planning your own next act — or helping someone who is — this episode will change how you think about what comes next.

Susan Reid joins us from Halifax.

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Bio
SUSAN REID is an award-winning expert on the topic of vision. Until 2021, Susan was a tenured professor of marketing and entrepreneurship at Bishop’s University in Lennoxville, Quebec. As a teacher, researcher, and keynote speaker, she works at the intersection of marketing, innovation, and user-focused design, with an in-depth focus on the topic of vision, particularly for older adults and entrepreneurs. Her book on Entrepreneurial Vision: A guide for charting and implementing the vision process (co-authored with Charles Crawford). Susan is also the co-founder of Domaine Pinnacle, a pioneering Canadian producer of craft ciders and spirits.

When she retired at age 57, after years of helping businesses and individuals develop their visions, Susan realized, to her surprise, that she had not set a vision for her own retirement. This led her to develop a workbook (Re-Visioning Retirement) for people just like her.

Susan holds a Bachelor of Science degree from Queen’s University, an MBA from McGill University, and a Ph.D. from Concordia University’s John Molson School of Business.

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For More on Susan Reid

Re-Visioning Retirement: A Workbook

Website

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Podcast Conversations You May Like

Joyspan – Kerry Burnight, PhD

The Power of Reinvention – Joanne Lipman

When Will You Flip the Switch? – Dr. Barbara O’Neill

Make Your Next Years Your Best Years – Harry Agress, MD

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Inves...

What does it mean to live life fully — without any unfinished business? Today’s guest, Diane Button, knows the answer. As a compassionate end-of-life doula and author of What Matters Most: Lessons the Dying Teach Us About Living, she’s spent years walking beside people at the end of life — and she’s learned lessons that help all of us live more fully right now.

In this podcast conversation, Diane shares what she’s learned about forgiveness, gratitude and legacy — and how each of us can create peace long before the final chapter. You’ll hear touching stories of regret, reconciliation, and joy — including how one man’s “joy counter” became a simple but profound reminder to notice beauty in everyday moments.

If you’ve ever wondered how to live more intentionally, strengthen your relationships, and make sure nothing important is left unsaid — this episode will move you, inspire you, and change how you think about how you want to use your time.

Diane Button joins us from California.

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Bio

Diane Button is a founding partner of the Bay Area End-of-Life Doula Alliance in Northern California, a frequent podcast guest, and best-selling author of several books related to end-of-life, meaningful living, and the growing impact of death doulas worldwide. She is an instructor at the University of Vermont’s End-of-Life Doula Certificate Program and was a former board member of the National End-of-Life Doula Alliance (NEDA). She holds a master’s in counseling psychology from Goddard College in Vermont. Her master's thesis, The Components of a Meaningful Life, became the genesis for her life's work of supporting people to find meaning, comfort, joy, and peace in life and in death.

Diane’s best-selling books have been featured on numerous programs and podcasts, inspiring others to leave a meaningful legacy. Her other books include the best-selling titles Dear Death: Finding Meaning in Life, Peace in Death, and Joy in an Ordinary Day which combines the insights gained from her research on "The Four Pillars of a Meaningful Life," with over a decade working with hospice and doula clients in their final days and The Doula Tool Kit: The Complete Practical Guide for End-of-Life Doulas & Caregivers, which was co-authored by Angela Shook and Gabby Jimenez.

In October of 2022, during the pandemic, Diane wrote an article that went viral article for Maria Shriver’s Sunday Paper that remains widely-read and one of their most popular articles. What Matters Most: Lessons the Dying Teach Us About Living is her latest book, written at the invitation of Maria Shriver and published by Penguin Random House.

Diane is also a breast cancer survivor. Immediately following her diagnosis of breast cancer at 48, Diane and her young children established the nonprofit Dream of a Better World. Through grassroots fundraisers and local events, they have supported underserved children and families around the world. Their motto is: “You’re never too young or too old to make a difference!”

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For More on Diane Button

Website

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Podcast Conversations You May Like

The Well-Lived Life – Dr. Gladys McGarey

Live Life in Crescendo – Cynthia Covey Haller

The Inspired Retirement – Nathalie Martin

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

What if doing less could actually give you more? Author and minimalist Christine Platt, known as The Afrominimalist, joins us to explore how letting go of clutter—physical and emotional—can lead to a life of greater intention, peace, and purpose. Her new book, Less Is Liberating, challenges the myth that our worth is tied to our busyness or possessions. In this conversation, Christine opens up about her own transformation—from attorney, federal government leader, to writer and minimalist—and shares how living with less helped her rediscover herself after parenting, career, and overwhelm. If you’ve ever struggled with the question “Who am I now?” or felt burdened by the weight of “shoulds,” you’ll want to listen closely. This episode is about redefining freedom—not just freedom from, but freedom for—the life you truly want in retirement.

Christine Platt joins us from Washington, DC.
In This Conversation, You’ll Learn:
- How Christine’s minimalist journey began—and what she discovered about consumerism and identity.

- Why overwhelm became her “baseline” and how she learned to listen to her body’s warning signs.

- What the “five wells” of wellness reveal about balance and self-care.

- How limiting beliefs form—and how they shape our behavior long after we leave work.

- The powerful distinction between freedom from and freedom for in retirement.

- How to reclaim your time, your energy, and your sense of self.

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Bio
Christine Platt is the author of Less Is Liberation: Finding Freedom from a Life of Overwhelm.

a multi-hyphenate, multi-genre author whose work centers the journey of personal liberation—inviting readers to examine, release, and reimagine the narratives that shape their lives.

From adult fiction and lifestyle to children’s literature and cultural commentary, Christine’s expansive body of work defies genre limitations by centering an empowering throughline: understanding and achieving personal liberation. With each book, Christine affirms what she knows to be true: liberation is not a destination—it is a way of being. And through the power of storytelling, she helps others find their way.

Christine holds a Bachelor of Arts in Africana Studies, Master of Arts in African and African-American Studies, and a Juris Doctorate from Stetson University College of Law.

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For More on Christine Platt

Less Is Liberation: Finding Freedom from a Life of Overwhelm

Website

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Podcast Episodes You May Like

Keep the Memories, Lose the Stuff – Matt Paxton

The Joy of Saying No – Natalie Lue

Stop People Pleasing – Hailey Magee

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.

What happens when a sleepless baby, a Victorian fixer-upper, and a vineyard come together? For Richard Moran, it sparked a multi-year journey of transformation—from corporate boardrooms to wine country. Along the way, he discovered lessons about serendipity, risk-taking, family, and building a place that lasts for generations. In today’s conversation, Richard shares his story of balancing a high-flying consulting career with the slower rhythms of grapevines, why creating a family gathering place matters in retirement, and the life lessons he lives by.

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Bio

Richard Moran is the author of The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country.

Besides being a winemaker and a preservationist, Richard Moran’s background includes serving as a CEO, a college president, a venture capitalist and an author he is an authority on workplace issues and hosts a weekly radio program on KCBS, "In the Workplace" and has written ten books about management. Rich has also served as a director on public and private corporate boards.

He lives in California’s Wine Country.

Moran has served as a CEO, a college president, a venture capitalist, and a top-level consultant. He is a set of one. He has worked for or with some of the world’s leading organizations including Accenture, Apple, News Corp, American Airlines, PG&E and many others. He prides himself on his matter-of-fact manner of consulting and believes that many parts of the business world are needlessly complicated.

Moran holds a Ph.D. in organization behavior but his work is not academic. Research is important but he believes what is just as critical are the observations one can make by being in the “trenches”

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For More on Richard Moran
The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country
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Podcast Conversations You May Like

Take the Detour – A Second Act Story – Melissa Davey

The Portfolio Life – Christina Wallace

Edit Your Life – Elisabeth Sharp McKetta

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads.

What if the secret to a longer, healthier, and more purposeful life isn’t about diets or exercise routines, but about connection, purpose, and how we approach aging itself? In this conversation, Ken Stern author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives.  He shares powerful lessons from his travels across Asia and Europe, where he studied some of the most vibrant societies with a track record of longevity. From intergenerational living to lifelong learning, Ken challenges the way we think about retirement and shows how our later years can be a time of renewal, engagement, and meaning. If you’ve ever wondered how to thrive in the decades ahead, this episode will give you a fresh perspective—and the motivation to design your own path.

Ken Stern joins us from Washington DC.

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Bio

Ken Stern is the Founder of the Longevity Project, which fosters public conversation on the impact on longer lives on civil society, and engages a global audience through events, research and newsletters. Stern is the host of the award-winning podcast Century Lives, from the Stanford Center on Longevity.

Stern is the author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives. He has also been a regular contributor to a diverse group of publications such as Vanity Fair, The Atlantic, and Slate.

He is also the CEO of Palisades Media Ventures, a Washington D.C. thought leadership company.

Stern was previously the CEO of National Public Radio. Prior to joining NPR, Stern was a senior executive in American International Broadcasting, beginning his media career with Radio Free Europe/ Radio Liberty in Munich. Stern, a lawyer by training, holds degrees from Haverford College and Yale Law School. He lives in Washington, DC with his wife Beth and their son Nate.

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For More on Ken Stern
Healthy to 100: How Strong Social Ties Lead to Long Lives
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Podcast Conversations You May Like

The Super Age – Bradley Schurman

Joyspan – Kerry Burnight, PhD

Retiring: Creating a Life That Works for You – Teresa Amabile

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by ...

Parenting doesn’t end when your kids grow up — it just changes. And for many, that shift can be confusing, frustrating, and even painful. How do you move from being the authority to being a supportive "peer"? And what do you do when your hopes for your adult children don’t align with who they’ve become? Today, we’re joined by Dr. Francine Toder, a clinical psychologist to discuss her new book Your Kids are Grown: Parenting 2.0 - With Strategies for Moving On. Drawing on decades of research, therapy, and her own lived experience, Dr. Toder shares practical wisdom on how to navigate this often-overlooked stage of family life. You’ll learn how to let go, listen with empathy, and focus on your own growth while building stronger, healthier relationships with your adult kids — and perhaps, rediscovering yourself in the process.

Francine Toder joins us from California.

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Bio

Francine Toder, Ph.D. is an emeritus faculty member of California State University, Sacramento and is a clinical psychologist retired from private practice. She is the author of 5 books. Her newest book is Your Kids are Grown: Parenting 2.0. Her extensive writing on diverse topics appears in magazines, professional journals, newspapers, blog sites and as edited book chapters. She resides in the San Francisco Bay area where she tries to practice the cello daily.

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For More on Francine Toder

Your Kids are Grown: Parenting 2.0.

Website

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Previous Podcast Conversations with Francine Toder

The Vintage Years – Dr. Francine Toder

Inward Traveler – Francine Toder PhD

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Podcast Conversations You May Like

All Grown Up – Celia Dodd

How to Reconnect with an Estranged Adult Child – Tina Gilbertson

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Mentioned in This Podcast Episode
How Did the Latchkey Kids of Gen X Become the Helicopter Parents of Gen Z? by David French
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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a differe...

Our guest today, Dr. Chris Walinski, is a dentist, researcher, MasterChef contestant, and prostate cancer survivor. His story is an inspiring one of persistence, adaptation, reinvention and turning adversity into advocacy.

Chris shares how his childhood independence led to a lifelong passion for cooking, how his wife nudged him into the MasterChef spotlight, and how a life-altering cancer diagnosis reshaped his perspective on food, prevention, and living fully.

You’ll learn:

- What Chris learned from competing on MasterChef (and from Gordon Ramsay...)
- How his cancer journey shifted his mindset on prevention, nutrition, and resilience
- The role of antioxidants, anti-inflammatory foods, and gut health in longevity
- The top prostate-friendly foods
- The importance of cutting back on ultra-processed foods, red meat, alcohol, and sugar
- Chris’s lessons on reinvention in midlife and retirement
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Bio
Dr. Chris Walinski has been an author, inventor and trusted expert in dentistry for over 25 years and has authored a dental text that has been translated into 10 languages.
He is one of the earliest dentists to use lasers in dentistry, Dr. Walinski has been called upon to make presentations around the world at professional conferences and universities. Since 2004, he has taught thousands of doctors on the topics of cosmetics, minimally-invasive dentistry, technology and the use of lasers. His lectures have taken him to almost 50 countries at this point.
Dr. Walinski is the Executive Director of the World Clinical Laser Institute and the International Dental Laser Research Institute, and is a Founding member of the American Academy of Oral Systemic Health. He is a Diplomate and Past-President of the World Congress of Minimally Invasive Dentistry. He is a proud member of Sigma Xi, the Scientific Research Honor Society, and his Fellowships include the International College of Dentists, The Royal Society of Medicine, The International Association for Laser Dentistry and the American Society for Lasers in Medicine and Surgery.
Dr. Walinski’s lifelong love of cooking resulted in him competing on this season’s MasterChef on FOX. He also has three lovely children and is married to the love of his life and wife of six years. They live together with their English Springer Spaniel, Lacey.
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For More on Chris Walinski

The Prostate Site
3 recipes to try: ‘MasterChef’ alum’s cake, soup, rice - Ohio State Alumni Magazine
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Prostate Cancer Testing
Free Prostate Cancer Testing Near You
NFL Crucial Catch - FIND A CANCER SCREENING LOCATION NEAR YOU*
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Podcast Conversations You May Like

How Not to Age – Dr. Michael Greger

The Well-Lived Life – Dr. Gladys McGarey

Take Charge of Your Well-Being – John La Puma, MD

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Join our group and design your retirement.

Six Fridays starting on October 3rd.

Learn more here.

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Is there more to a great life than happiness and meaning?  Dr. Shige Oishi thinks so. He's the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life, and he defines psychological richness as a life filled with diverse, interesting, and perspective-shifting experiences. Unlike the well-trodden paths of happiness (contentment) and meaning (purpose-driven focus), psychological richness is about exploration, challenge, and even taking on uncomfortable challenges —because growth lives outside the comfort zone. And retirement is a catalyst to explore this third dimension of life. Yet, psychological richness doesn’t require dramatic change. It’s quite accessible through small shifts, and by simply trying something new. Try new foods, meet someone new, or change your routine. And seize opportunities to be spontaneous and playful. Listen in and learn more about how psychological richness can enhance your life in retirement.

Shige Oishi joins us from Chicago.

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Bio


Dr. Shige Oishi is the Marshall Field IV Professor of Psychology at the University of Chicago. He is the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life. Dr Oishi is one of the foremost authorities on happiness, meaning, and culture. He is the author of The Psychological Wealth of Nations, and his research has been featured in major media outlets, including The New York Times and The Wall Street Journal.



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For More on Dr. Shige Oishi

Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life

Website

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Podcast Conversations You May Like

The Art of the Interesting – Lorraine Besser, PhD

How to Retire – Christine Benz

Make Your Next Years Your Best Years – Harry Agress, MD

___________________________
About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads.

Want to create a retirement your boss will envy? Design it.

New group program starts on October 3rd.

Six weeks to a new direction.

Learn more

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Most of us know about lifespan and healthspan—but have you thought about your joyspan?  Gerontologist Dr. Kerry Burnight is the author of  Joyspan: The Art and Science of Thriving in Life's Second Half. She shares her research and practical wisdom on how to extend not just the years of our lives, but the years we will truly enjoy living. Drawing from her “Joyspan Matrix” and decades of experience, Kerry, a nationally recognized advocate for positive aging, offers a fresh perspective and new thinking on thriving in later life for your consideration.
We discuss:

The importance of joyspan alongside lifespan and healthspan
What she's learned from her longest running case study (her Mom)
Lessons from her grandmothers’ contrasting approaches to aging
The four pillars of the Joyspan Matrix: Grow, Connect, Adapt, and Give
Why connection is as vital as medicine
How purpose can change our biology and well-being
Practical ways to spark curiosity and joy through personal projects

Kerry Burnight joins us from Southern California.

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Bio
Dr. Kerry Burnight, America’s Gerontologist, is sparking a revolution to make older better.

Fed up with the fear-driven, anti-aging hysteria, hundreds of thousands of people turn to “Dr. Kerry” for her practical, effective and uplifting approach to navigating longevity. Her approach to aging is based upon a profound truth: the key to good longevity isn’t the length of your life, it’s the quality of your life. Efforts to maximize lifespan and even healthspan don’t address the whole picture. Longevity is meaningless if you don’t like your life. Burnight introduces the critical concept, “joyspan,” based on the science of well-being, contentment, connection, meaning, growth, choice, and purpose.

She earned her PhD in Gerontology at the University of Southern California. Dr. Burnight taught Geriatric Medicine and Gerontology for 18 years at the University of California, Irvine School of Medicine. She was an invited speaker to the U.S. White House at the Elder Justice Summit and at the U.S. Department of Justice. She has appeared on CBS News, NBC News, The Doctors, Money Matters, and The Dr. Phil Show.

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Joyspan: The Art and Science of Thriving in Life's Second Half
Website

On CBS Mornings with Gayle King and team (4 minutes)

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Podcast Conversations You May Like

Thinking Better to Live Better – Dr. Woo-kyoung Ahn

Ageism Unmasked – Dr. Tracey Gendron

The Joy Choice – Dr. Michelle Segar

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life ...

September 7th is Grandparents' Day!

Celebrate the grandparents in your life or reflect on your own grandparenting journey.



This is a special Retirement Roundtable episode, where we invite previous guests to engage in a conversation with each other. Returning are Ted Page, author of the new book Good Grandpa: Stories from the Heart of Grandfatherhood, and Kerry Byrne, founder of The Long Distance Grandparent. They're bringing different perspectives on, and experiences with, one of retirement's most complex yet rewarding roles: modern grandparenting. This isn't the hands-off grandparenting of yesteryear. Today's grandparents face unique challenges. They must actively build connections, learn, leverage, and adapt to emerging technologies; and navigate changing family roles and dynamics, walking the delicate line between sharing wisdom and overstepping boundaries.

We Discuss:

How grandparenting has evolved
Why modern grandparenting requires more intentionality
How humor and fun create trust and lasting bonds
How to navigate different parenting philosophies with adult childrenLeveraging technology while staying mindful of balance
The powerful impact of sharing family stories and traditions
Ways to create meaningful experiences across generations

Kerry Byrne joins us from Toronto, and Ted Page joins us from Vermont.

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For More on Ted Page

Good Grandpa: Stories from the Heart of Grandfatherhood

Blog: GoodGrandpa.com – Nurturing the Next Generation

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For More on Kerry Byrne

The Long Distance Grandparent

FREE Printable Cheat Sheet to Help you Connect with your Grandchild from a Distance

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Podcast Conversations You May Like

The Long Distance Grandparent – Kerry Byrne PhD

Good Grandpa – Ted Page

The Mindful Grandparent – Dr. Shirley Showalter

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Mentioned in This Podcast Conversation

Dr. Becky

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes,

Do you know what you'll be retiring to?

Join us for six Fridays starting on October 3rd and invest in Future You.

Learn more here.

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How much time do you spend working out your body versus working out your emotional health? Physical fitness requires daily practice—hitting the gym once won't deliver the results you want. But when it comes to our emotions, we often think we'll "deal with that later" or assume we don't need to actively work on our emotional well-being.

Emily Anhalt, clinical psychologist and author of Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness, knows this approach doesn't work. She's developed a framework for "emotional fitness"—an ongoing, proactive practice of strengthening your mental and emotional health through small, consistent habits that build resilience, curiosity, and communication skills before you need them.

In this conversation, Emily shares how emotionally fit people approach life differently, why playfulness is a valuable health practice (with research to back it up), and practical strategies you can implement today. Her insights are particularly valuable and timely for those navigating retirement transitions, when stress doesn't disappear—it simply changes form.

Emily Anhalt joins us from California.

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We Discuss

Why emotional fitness requires daily practice, just like physical fitness
How curiosity transforms defensiveness into opportunities for growth
Why playfulness can increase creativity, collaboration, and longevity
The hidden stress of retirement: identity, relationships, and meaning
Setting boundaries: every "yes" is also a "no" to something else
The power of "Relationship Retros" for proactive connection
Using emojis strategically to improve communication and reduce misunderstandings
Building new friendships through your existing network
The monthly feedback message that can transform your relationships

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Bio

Dr. Emily Anhalt is the author of  Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness. She is a clinical psychologist, author, and cofounder of Coa, the gym for mental health.

For the past fifteen years, Dr. Anhalt has worked clinically with executives, founders, and tech employees, and has conducted extensive research with prominent psychologists and entrepreneurs about how leaders can improve their emotional health.

Dr. Anhalt has collaborated with companies like Google, Salesforce, NBCUniversal, NASDAQ, and the NBA.

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For More on Dr. Emily Anhalt
Flex Your Feelings: Train Your Brain to Develop the 7 Traits of Emotional Fitness
Website

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Podcast Conversations You May Like

Ditch Your Baggage – Dr. Bob Rosen

Retire Happy – Dr. Catherine Sanderson

The Emotionally Intelligent Retirement – Kate Schroeder & Nick Wignall

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

How much have you invested for the financial side of your retirement?

How about the non-financial side?

Join us for six Fridays starting on October 3rd and get moving on your roadmap.

Learn more here.

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Transitions are rarely easy, whether you're leaving your career or any other life chapter that has helped define you. Cassidy Krug knows this firsthand. A 2012 Olympian in diving, she grew up immersed in the sport—coached by her parents, competing at Stanford, and training for years beyond. When she reached her dream of competing at the London Games, she also knew it was time to move on.

In this conversation, Cassidy Krug shares the lessons she learned about navigating major life transitions—from sport to career, and from an “all-in” life to an “à la carte” one. She talks candidly about the identity shifts, the uncertainty of new beginnings, and the importance of reflection, interpretation, and community. Her story offers inspiration and practical wisdom for anyone facing their own turning points, especially those contemplating or entering retirement.

Cassidy Krug joins us from Los Angeles.

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We Discuss

The emotional challenges of retiring from something when you still love what you do
Why we tend to cling too long to what we do—and what helps us let go
The critical role of interpreting your story, not just reacting to change
How asking for help (and informational interviews) opened new doors in her career
Creating an “à la carte” life after diving, balancing career, creativity, and relationships
The value of curiosity and trying new things—even when you’re used to being an expert
Why investing in community matters so much after leaving a team or workplace
The best advice she received (and what she wishes she had) about embracing change

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Bio 

Cassidy Krug is the author of Resurface: A Guide to Navigating Life’s Biggest Transitions. She is a former Olympic diver, a writer, and a brand and innovation strategist based in Los Angeles. She graduated from Stanford with an English degree and she won two NCAA diving titles there.

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For More on Cassidy Krug

Resurface: A Guide to Navigating Life’s Biggest Transitions

Website

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Podcast Conversations You May Like

The Portfolio Life – Christina Wallace
Strategic Quitting – Julia Keller
Edit Your Life – Elisabeth Sharp McKetta

The Skill Set for Life’s Transitions – Bruce Feiler

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch,

Six Fridays This Fall to Design What You'll Be Retiring To
Starts on October 3rd
Learn more here - Limited to 10 participants. Take the first step toward shaping your future - register now.
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On this episode of The Retirement Wisdom Podcast, we’re joined by Carl Landau, creator and host of I Used to Be Somebody. Carl brings warmth, humor, and introspection as he explores the twists and turns of retiring after an entrepreneurial journey. He shares why letting go of your work identity, redefining purpose, and discovering a mix of new creative outlets—like podcasting, documentary filmmaking, and pickleball—can light up your retirement.
Carl reminds us that slowing down doesn’t mean stopping, and that reinvention can be both fun and fulfilling.

What You’ll Learn


How Retirement is an Evolving Process—finding your way takes some time, especially for high achievers


Why Setting Boundaries is Key —how to avoid turning hobbies into a new full-time job... and losing your freedom


How Letting Go Frees You—who you were doesn't define who you'll be next


Why Saying “No” is a Game Changer— create space for what truly matters now to you, not for other people's agendas


How to Build Your New Life  — develop a meaningful life plan, not just a financial one for retirement


Carl Landau joins us from Sacramento, California.
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Bio
Carl Landau is the founder of Pickleball Media. He has been an entrepreneur since the age of 26 and started and sold three successful media companies, published five magazines (software development, winemaking and craft brewing industries). He currently hosts the popular podcast I Used to be Somebody, inspiring 50-plus-year-olds how to build their (un)retirement good life. He’s the co-author of the book, Pickleball for Dummies.
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For More on Carl Landau
I Used to Be Somebody
Pickleball for Dummies
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Podcast Episodes You May Like
Your Identity Beyond Your Job Title – Laverne McKinnon
Lessons Learned in Retirement That Can Help You – Judith Nadratowski
The Art of a Balanced Life in Retirement – Dr. Marybeth Crane
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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

Don't leave your retirement to chance.

Design It.

Join us for six Fridays starting on October 3rd and get moving on your roadmap.

Learn more here.

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On this episode of The Retirement Wisdom Podcast, we’re joined by Nathalie Martin, author of The Inspired Retirement, an excellent new book that will help you reframe what it means to retire well. In today's conversation, she challenges the assumptions many people bring to retirement—and shares how mindfulness, clarity, and intention can lead to a more inspired next chapter.
What You’ll Learn

Why the ‘three plagues’ of aging are avoidable
How three non-financial pillars of retirement are gamechangers
How mindfulness and movement can enhance your life
Why one-size-fits-all approaches to purpose miss the mark—and what to do instead
A practical exercise to prioritize what matters most in your life as you plan for retirement

Nathalie Martin joins us from New Mexico.

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Bio

Nathalie Martin is a chaired professor at the University of New Mexico School of Law, where she teaches mindfulness and law as well as elder law, commercial law, and consumer law. A longtime yoga and meditation teacher and practitioner, she also teaches contemplative practices in varied settings, from hospitals and senior centers to law school classrooms.

Nathalie is the author of over forty articles and nine books, including Lawyering from the Inside Out and Yoga for Lawyers, and her legal scholarship has been cited by the US Supreme Court. With The Inspired Retirement, Nathalie brings her decades of experience and expertise to a general audience.

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For More on Nathalie Martin
The Inspired Retirement: Purpose and Passion in Your Next Adventure
Website: nathaliemartinmindfulness.com

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Podcast Conversations You May Like

Retiring: Creating a Life That Works for You – Teresa Amabile

Happier Hour – Cassie Holmes, PhD

Live Life in Crescendo – Cynthia Covey Haller

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Mentioned in This Podcast Conversation

Being Mortal by Atul Gawande

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

Design Your Next Chapter 

Joe Tarantino joins us to share his retirement journey - going from balancing family and work responsibilities to embarking on an ambitious cycling goal.  A lifelong learner, Joe opens up about how setting a personal moonshot goal helped him transition into retirement with purpose. He wrote a book chronicling his cycling experiences. He offers candid insights on caregiving, identity shifts, and why it's essential to replace the structure and social interactions that work once provided.

Joe Tarantino joins us from Ohio.

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Bio
Joe Tarantino has cycled through all 50 U.S. states, crisscrossing a vast network of roads and trails. With 25 marathons and other endurance events under his belt, he retired from a successful 35-year career in the aerospace industry as a chemist, engineer, and operations manager, in response to God's call to a different direction in his otherwise comfortable life. While pursuing his cycling, he seeks to inspire others to chase their dreams through his writing.

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For More on Joe Tarantino

Pale Pink Roads

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Podcast Conversations You May Like

Unlock Positive Aging with Outdoor Adventure – Caroline Paul

Not Too Late – Gwendolyn Bounds

The Benefits of a New Challenge – Joe Simonetta

Big Goals – Caroline Adams Miller

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

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Wise Quotes

On the Challenge of Early Retirement

"You leave the work site, and you just don't have the social interaction that you used to."

On Finding Purpose

"Don't settle for all these good things when there's something great you could be going after. You've got all this open time. Make sure it's spent doing good stuff, even great stuff."

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Own your retirement. Design It.

Join us for 6 Fridays starting on October 3rd and get unstuck.

Registration is open for the next two Design Your New Life in Retirement Groups.

The Very Early Bird discount ends on 7/31.

Learn more here.

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On this episode of The Retirement Wisdom Podcast, we explore the transformative mindset that can reshape retirement from a winding-down phase into a period of renewal and growth. Cyn Meyer unpacks why purpose and energy—not just finances—should drive your post-career life, sharing the Rewire Retirement Method and the neuroscience behind deliberate reinvention.

What You’ll Learn

Cyn's backstory that led her to get involved in the retirement space
Why your retirement can be a spiral upward, not a slow fade down
How her Five Rings of Retirement redefine life after work
The science of neuroplasticity and how it supports intentional change
How tuning into your inner energy can spur you forward
How daily gratitude practices, especially with your partner, can deepen connection

Cyn Meyer joins us from California.

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Bio

Cyn Meyer is the creator of the Rewire My Retirement program and is a modern certified life coach committed to helping older adults turn their retirement years into their best years, full of purpose and passion. She founded Second Wind Movement in 2018 as a valuable resource dedicated to older adults who are striving for healthy, active, and engaged retirement lives.

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For More on Cyn Meyer
The Rewire Retirement Method
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Podcast Episodes You May Like

The New Happy – Stephanie Harrison

Retiring: Creating a Life That Works for You – Teresa Amabile

Growing Old, Staying Rad – Steven Kotler

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

What's next? Design it.

The Very Early Bird discount ends today 7/31.

Get unstuck. Learn more here. Register here.

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What if you stepped out of your comfort zone? Lee Gale Gruen shares her inspiring journey from 37 years as a probation officer to becoming an actor, author, lecturer, dancer, and a Physics Club member in retirement. Initially lost after retiring, she stumbled upon a senior acting class that changed everything—helping her find a new identity, connection, and new pursuits. Her story offers the template for a roadmap for retirees who may be struggling to find purpose by stepping up to try new things, overcoming fear, and staying curious. Because let's face it,  retirement is not the end of the line — it's an opportunity to reinvent yourself.

You'll Learn:

What it's like to be a docent

How volunteering can unlock new purpose


The importance of trying new (and returning to old) interests


What to do when fear holds you back


How to find opportunities using local resources


Lee Gale Gruen joins us from California.

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Bio

Lee Gale Gruen (Lee Gale is her first name) lives in the East San Francisco Bay area. She has two children and three grandchildren. She graduated from UCLA and had a 37-year career as a probation officer. After retiring, she became an actress, author, speaker, and blogger. She has appeared in television, films, commercials, theater, and print. She performs regularly at medical schools, portraying patients for student training, and was one of six supporting exercise/dancers in the  Jane Fonda Prime Time Firm & Burn" workout DVD. Her transition to becoming an actress in her senior years has been written about in Time Magazine, the Los Angeles Times newspaper, AARP Life Reimagined, and in Marlo Thomas' book, which profiles women who have reinvented themselves. Lee Gale has had several articles and short stories published, including in the Chicken Soup for the Soul series. She is also a public speaker, lecturing on senior reinvention. She has published a memoir as well as a self-help book that complements her public lectures on senior reinvention. She has written a screenplay of her memoir titled the same as the book: "Adventures with Dad." Lee Gale blogs at LeeGaleGruen.wordpress.com under the same title as her lecture and self-help book, "Reinventing Yourself in Your Retirement Years."

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For More on Lee Gale Gruen

Reinventing Yourself and Your Retirement Years: Find Joy, Excitement, and Purpose After You Retire

Website

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Podcast Episodes You May Like

The Second Fifty – Debra Whitman

Make Your Next Years Your Best Years – Harry Agress, MD

Retirement Rookies – Stephen & Karen Kreider Yoder

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

Are you ready to unlock a great life in retirement — or are you stuck in neutral?

Registration is open for the next two Design Your New Life in Retirement Groups.

The Very Early Bird discount ends on 7/31.

Get unstuck. Learn more here. Register here.

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It turns out that one of the hardest habits to break in retirement isn’t work — it’s saving. Richard Sheffield joins us to share his deeply personal and sometimes humorous story of transitioning from a performance-driven corporate career to a more intentional and enjoyable life in retirement. A former executive at UPS, and author of Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement, Richard opens up about his struggle to shift from a lifelong saver’s mindset to embracing enjoying the money he worked so hard to accumulate.

He discusses how outdated retirement plans, old success signals, and societal expectations can lead us astray, even long after we've walked away from work. But through self-reflection, rewriting his financial plan, and reconnecting with what brings him joy, Richard found the freedom to spend boldly, live fully, and say yes more often.

You’ll discover:

Why many retirement plans need to be reviewed periodically - and sometimes reworked
The emotional blocks that prevent smart people from moving from accumulating to spending
Why your intentional spending matters more in retirement
The surprising benefits of getting creative with how you spend
Why it can be wise to give now, not just later

Richard Sheffield joins us from Miami.

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Bio
Richard Sheffield is a former executive and writer who shares thoughtful essays on retirement, identity, and personal reinvention. After a long career in the corporate world, Richard turned to writing as a way to make sense of his experience — and to help others navigate their own journeys into retirement. He’s a popular contributor on Medium, where his honest takes on life after work resonate with thousands of readers.

Now fully embracing a bigger, bolder, and more intentional approach to life, Richard writes about finding meaning beyond metrics and spending in ways that spark joy.

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For More on Richard Sheffield

Richard Sheffield on Medium

Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement

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Podcast Episodes You May Like

How to Retire – Christine Benz

Unretired – Mark S. Walton

Your Next Years Your Best Years – Harry Agress, MD

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About The Retirement Wisdom Podcast
There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms.

About Your Podcast Host

Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year caree...