The Retirement Wisdom Podcast Retirement Wisdom

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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 these programs primarily have focused on mothers re-entering the workforce, some include people returning from caregiving, medical issues and retirees.  Shay Baker of Return Utah joins us to discuss how to return to work from a career break - for any reason.



 





Shay Baker joins us from Utah.



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Bio





Shay Baker is the proud overseer of Return Utah, the first public career reentry program in the country. Working alongside Lt. Governor Deidre Henderson, Baker is responsible for Return Utah’s development, continued innovation, programming, and marketing for Utah state agencies, public/private partners, and returnees.



 









Baker is a returner having participated in Return Utah’s inaugural cohort. She has since presented to many of the nation’s lawmakers at the Council of State Governments, and has been featured in publications by iRelaunch, the Wall Street Journal, NPR, the Society of Human Resource Management, and Pew Charitable Trusts.



 









Prior to her 8-year career break, Baker worked as a television news reporter and producer for KTVX and KSL-TV in Salt Lake City. She holds a bachelor’s degree in Communication from Weber State University and lives in Layton, Utah with her husband and three daughters.



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For More on Shay Baker



Return Utah





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Mentioned in This Podcast Episode



iRelaunch

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Make Next Year Your Best Year - with the Habits You Want!



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Podcast Episodes You May Like



The Power of Reinvention – Joanne Lipman





Purpose and a Paycheck - Chris Farrell





Why Are People Unretiring? – Nicole Maestas





Working Longer – Scott MacKillop



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Wise Quotes





 



On Returnships







"The pandemic has really caused sort of a small explosion in career reentry or return to work programs. And we know that that's because so many jobs were lost at the height of the pandemic, especially among women and particularly marginalized women. And so while Returnships and career reentry return to work programs did exist prior to the pandemic, and they were growing slowly and steadily prior to the pandemic, the pandemic brought about this need for employers to basically acquire talent and particularly diverse talent. So a lot of organizations looked to these career re-entry, return to work models to try to appeal to people, particularly women."



 









On Returning to Work





"We have individuals who've returned to the workforce after taking breaks to enhance their education, to start businesses, to volunteer, to run for political office.

Make 2024 a Great Year!



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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 Retirement Wisdom Podcast episode.



Listen to the full podcast conversations on gratitude:



Are You Living Gratefully? – Kristi Nelson



The Gift of Gratitude – Glenn Fox



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Takeaway - Three Blessings Exercise:



https://ggia.berkeley.edu/practice/three-good-things



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Bios

Kristi Nelson is the Executive Director of A Network for Grateful Living (gratefulness.org).  She’s also the author of Wake Up Grateful: The Transformative Practice of Taking Nothing for Granted.



Kristi has spent most of her adult life in non-profit leadership, fundraising, and organizational development. In a wide variety of roles, she has helped to lead, fund, and strengthen organizations committed to progressive social and spiritual change.



In 2001, Kristi founded a values-based fundraising consulting and training, and leadership coaching business, and in this capacity worked with organizations such as the Institute for Jewish Spirituality, Buddhist Peace Fellowship, Spirit in Action, Wisdom 2.0, and The Center for Contemplative Mind in Society. During this time, she was also founding Director of the Soul of Money Institute with Lynne Twist, Director of Development at Kripalu Center for Yoga and Health, and Director of Development and Community Relations for the Center for Mindfulness in Medicine, Health Care, and Society.



Kristi received her BA from UMass/Amherst, a graduate certificate in Business and Sociology from Boston College, and her Master’s in Public Administration (MPA) with a concentration in Leadership Studies, from Harvard University.



Kristi is a stage IV cancer survivor who feels blessed to work with her beloved colleagues in sharing the gifts of gratefulness with people around the world. She lives in Western MA with her family, and gives thanks every day to be surrounded by the glories of the natural world and a vibrant, loving community.



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Dr. Glenn Fox is a faculty member at the University of Southern California’s Lloyd Greif Center for Entrepreneurial Studies, in the Marshall School of Business. His current projects focus on neural systems for emotion regulation, high stakes training, and developing entrepreneurial mindset skills in founders and business leaders.



Glenn received his Ph.D. in Neuroscience from USC, where he focused on the neural correlates of gratitude, empathy, and neuroplasticity. Following graduate school, he started a company, Ph.D. Insight L.L.C., which focused on providing data science consulting for small businesses and early-stage startups. Prior to joining Marshall as a faculty member, Glenn led the Performance Science Institute at USC where he worked with the United States Marine Corps, Army Research Laboratories, Seattle Seahawks, and numerous Olympic athletes and Fortune 500 companies to examine the role of mindset in business and high stakes pursuits.



Currently, Glenn is the Director and Founder of the USC Found Well Initiative which aims to understand and promote entrepreneurial mindset in founders and business leaders. He also serves as a Principal Investigator at the USC Sensorimotor Assessment and Rehabilitation Training in Virtual Reality Center (SMART-VR) and ...

Make Next Year Your Best Year!



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Join our 3 week Tiny Habits group program and get 2024 off to a great start!



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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 lessons from a varied career and from six years in retirement. He joins us from Malibu, California.



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Bio

Dennis Torres is a skilled, talented mediator, arbitrator and negotiator who is committed to serving the best interests of all parties. He has successfully settled and negotiated thousands of disputes and contracts throughout his professional career. More than 30 years of business experience enables Torres to quickly identify the key issues of any dispute, separate the conflict from the personalities and pragmatically work toward resolution. Additionally, he brings a high degree of integrity and creativity to the process, often being praised for his “out of the box” solutions.



A daily meditator since the mid 1970s, it is easy for Torres to remain centered, focused and neutral while being firmly committed to resolution. His style utilizes a full range of facilitative, evaluative, distributive and transformational methods as best suited for the individuals and the uniqueness of each challenge.



While varying the process to fit the parties and the dispute, typically he will first caucus with counsel for both sides, followed by a joint session with all parties, then individual caucuses with each disputant and their attorney. His success rate is among the highest in the industry and his solutions among the most satisfying.



Torres received his formal training in dispute resolution from Pepperdine University’s School of Law, Straus Institute for Dispute Resolution, which is rated number one in the country.  He has both a Master’s Degree in Dispute Resolution and a Professional Graduate Certificate in Dispute Resolution. Additionally, he is a graduate of The Fashion Institute of Technology, New York where he earned a degree in industrial engineering.  He also studied law at LaSalle University before being assigned duty with the United States Air Force in Vietnam. In 2006, he completed the PON at Harvard Law School.



In addition to his private practice, Torres served as an adjunct professor of negotiation and dispute resolution for Pepperdine University and as a mediator for the Center for Conflict Resolution (CCR), the California Academy of Mediation Professionals (CAMP), the Arbitration, Mediation & Conciliation Center (AMCC), the State of California Superior Court in Ventura County and Los Angeles County, and the Courts of Malibu, Santa Monica and Van Nuys, and as both a mediator and arbitrator for the National Association of Securities Dealers (NASD). He had been professionally associated with Pepperdine University util his retirement.



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For More on Dennis Torres



Website



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Podcast Episodes You May Like



The Power of Saying No - Vanessa Patrick, PhD



Life After Work – Brian Feutz



Purpose Driven Retirement – Jet Vertz



Independence Day – Steve Lopez



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Retiring?  Check out our recommended Best Books on Retirement with short...

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



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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 interests, hobbies and you may also make some new friends along the way.



Lawrence Kosick joins us from California.



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Bio

Lawrence Kosick is the Co-Founder & President of GetSetUp, an online community of people who want to learn new skills, connect with others and unlock new life experiences in an interactive learning environment specifically designed for older adults.



Lawrence was born and raised in Vancouver, Canada where, as a child, Lawrence’s father founded a non-profit assisted living facility for older adults. Lawrence grew up spending nights and weekends visiting the facility and was amazed by the wisdom of the residents who had so much more to give.



Before co-founding GetSetUp, Lawrence oversaw Business Development and Partnerships for IFTTT, an IoT Connectivity Platform. He also led Sight Machine’s Asian Pacific business operations and was VP of Global Partnerships at Yahoo during its early years. Lawrence has been pleased to team up with his long-time friend and co-founder Neil, to create a learning platform for older adults that allows him to continue the work his father started so many years ago. Lawrence is an avid cyclist and trail runner, so it is no surprise that the two co-founders met on the trail and continue to trade ideas that power the mission of GetSetUp and enhance the lives of today’s older adults.



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For More on Lawrence Kosic



GetSetUp



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Podcast Episodes You May Like



Tiny Habits Can Lead to Big Changes – BJ Fogg



Best Of – Lifelong Learning



Learning is a Lifetime Sport – Tom Vanderbilt



Lifelong Learning – Michelle Weise



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Wise Quotes



On Lifelong Learning







"It's a great question, and it's not as if all of our learners on GetSetUp actually identify as lifelong learners. We've found that if you ask that question to a female audience, they more often will say, Yes, I do identify as a lifelong learner. More of our men actually do not actually identify with that phrase. But the concept in general, I'm a big believer in. Life changes, technology changes, our circumstances change, and what are we doing to keep up with that? So there's a shelf life to the things we learn, to the products that we use, to the services that we use. We have to keep learning and evolving to make sure that we're getting the best out of life. And I think that just comes from making a habit of wanting and needing to learn new things."



 







On Learning from Guides





"And we just thought, wouldn't it be wonderful if we could both re-skill and upskill folks my age and older to teach these things, but also at the same time create a learning opportunity for those who were trying to understand. So an economic opportunity on one side and a learning opportunity on the other. And the wonderful byproduct of that was there was just a comfort level whe...

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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 midst of is creating many challenges for systems that were built to support lives that lasted a handful of years after retirement. William J. Kole, author of The Big 100: The New World of Super-Aging, joins us to discuss the joys and consequences of longer lives - and what we can learn from super-agers that could help you live a triple digit life.



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Bio

William J. Kole, recently retired as the New England news editor for Associated Press, is a veteran journalist and former foreign correspondent who has reported from North America, Europe, Africa, and the Middle East. The grandson of a woman who lived a few months shy of 104, Kole has been writing about extreme longevity since the 1990s, when he was based in Paris and told the world the extraordinary story of Jeanne Calment, who lived to 122. His many awards include one from the Society of American Business Editors & Writers for an investigation into the exploitation of undocumented immigrants by the Walmart retail chain. The Big 100: The New World of Super-Aging is his first book. He speaks French, Dutch, and German, and resides in Warwick, Rhode Island.



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For More on William J. Cole

The Big 100: The New World of Super-Aging

Website -Bill Kole Books



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Check Out Our Best Books on Retirement



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Podcast Episodes YouMay Like



Breaking the Age Code – Dr. Becca Levy



The Well-Lived Life – Dr. Gladys McGarey



The Mindful Body – Ellen Langer



The Measure of Our Age – MT Connolly



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Best Books on Retirement You May Like



Live Life in Crescendo - Stephen R. Covey & Cynthia Haller Covey



Growing Young: How Friendship, Optimism & Kindness Can Help You Live to 100



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Mentioned in This Podcast Episode



Dr. Thomas Perls' Life Expectancy Calculator



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Wise Quotes



On Longevity in America







"We are aging in the United States by practically every metric. We're going to hit a very important milestone just a little over 10 years from now in 2034, when the numbers of Americans who are 65 and older will outnumber those who are 18 and younger for the first time in our history. And the number of people who are 85 and older are rapidly growing. It's one of the fastest growing subsets of the population. But what's really driving this, what I call a new world of super aging, is really two-fold. One is just demographics. So the baby boomers, a huge generation numerically are getting older. I'm one of them. I think you might be too, Joe. {Indeed}And there's at least 70 million about by some counts, a bit more than that. The oldest of us is about 77 right now. So in the next 25 years, the fittest of those people will age into triple digits. And interestingly, centenarians tend to occur in one in 5,000 in the population in general,

Retire Smarter.





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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.



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Design Your Retirement



Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024.



Learn more and register here.



Be intentional about your next phase. Design it.



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Podcast Episodes You May Like



Edit Your Life – Elisabeth Sharp McKetta



The Power of Saying No – Vanessa Patrick, PhD



Self-Compassion – Dr. Kristin Neff



Chatter & Your Inner Voice – Ethan Kross



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Mentioned in This Podcast Episode



The Mindful Body – Ellen Langer



The Essential Skills for Being Human - David Brooks



The Tim Ferriss Show - Apollo Robbins, The World’s Most Famous Pickpocket 



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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 The Multipurpose Retirement.™



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.



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About Your Podcast Host 



Joe Casey is an executive coach who also 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 twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes. Business Insider has recognized him 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.