100 episodes

This retirement podcast covers the changing nature of retirement today. Our guests offer useful insights on how to retire as well as the non-financial aspects of a successful retirement transition including retiring early, working longer and making a career shift in pre-retirement.

The Retirement Wisdom Podcast Retirement Wisdom

    • Education
    • 4.6 • 5 Ratings

This retirement podcast covers the changing nature of retirement today. Our guests offer useful insights on how to retire as well as the non-financial aspects of a successful retirement transition including retiring early, working longer and making a career shift in pre-retirement.

    Smarter Tomorrow - Elizabeth Ricker

    Smarter Tomorrow - Elizabeth Ricker

    How can you get smarter about getting smarter? Our guest Elizabeth Ricker, author of Smarter Tomorrow, introduces us to neurohacks that can cognitive functioning. She explains her concept of scientific self-help and how to improve cognitive functioning through a variety of short exercises and experiments.

    We discuss:

    The story of her middle school math teacher

    How neurohacking and scientific self-help work with how to improve cognitive functioning

    What she learned from tracking her New Year’s Resolutions since 2011

    What we need to know about cognitive functioning that may be different than we expect

    The New IQ and the New EQ

    Common Lifestyle Bottlenecks – and how they can be addressed and improve cognitive functioning

    How Serious Brain Games can improve executive function

    The MIND diet

    How having an accountability partner can help

    The key messages from her book Smarter Tomorrow

    Elizabeth joins us from San Francisco.



    Elizabeth R. Ricker is the author of the new book, Smarter Tomorrow: How 15 Minutes of Neurohacking a Day Can Help You Work Better, Think Faster, and Get More Done

    Her work has been featured globally, including in the Wall Street Journal, Fast Company, on SiriusXM radio, and on public broadcast TV in Europe.

    She has given talks on cognitive enhancement and neurohacking across the US and overseas. She is a sought-after expert by Silicon Valley venture capital firms, technology startups, schools, and the Fortune 500. She runs the citizen neuroscience, DIY, and neurohacking organization, NeuroEducate, and her consulting and speaking work goes through Ricker Labs.

    Ricker received her undergraduate degree in Brain and Cognitive Sciences from MIT and her graduate degree in Mind, Brain, and Education from Harvard. In college, she worked in the neuroscience lab of Nobel Prize winner Dr. Susumu Tonegawa. Ricker was also a nationally ranked athlete and class president-- the latter of which occasionally involved such serious duties as dressing up in a giant rodent costume to play Tim the Beaver, the MIT mascot.


    Wise Quotes

    On Neurohacking

    "I think before you dive into all the things that the media is going to tell you that are falling apart as you get older, I think it's really important to just start with the things that you are probably stronger at than you realize. This is a really important thing with neurohacking - to start with an understanding of where you're strong and then understand what your personal bottlenecks are so that you can personalize everything that you do."

    On Scientific Self Help

    "You can take a very scientific approach to your life and the things that seem kind of abstract and maybe not under your control, like life satisfaction or mental performance - these things seem uncontrollable. I think they seem like you're either born with them or fate seems to play a role and you just don't have control over them. And what I want to really introduce to people is that we actually have a lot of data, and we have this tool, which is self-experimentation, that can allow you to actually take control over it. And if it helps at all, when you look back at the number of Nobel prize winners who have won awards in medicine or physiology, a surprising percentage of them actually ran self-experiments in the exact area that they won the Nobel prize in. So you will actually be in pretty good company. This is not some [sci-fi] stuff. This is something that even very various data scientists have done themselves. So, [there's] no reason why you can't ask and approach things just like a Nobel prize winner."

    On Neurohacking 

    "...When you start your neurohacking,

    • 43 min
    The Anti-Retirement Movement

    The Anti-Retirement Movement

    Your "retirement" could be longer than your career. What if you reject the traditional version of retirement that your neighbors and your colleagues have in mind? What if instead, you design a new life around what matters most to you and yours? And what if you bring the same qualities that made you successful to your new post-career chapters?

    Today's guests, Milledge and Patti Hart are the authors of The Resolutionist: Welcome To The Anti-Retirement Movement. The Harts are living their new life on their own terms, based on twelve Resolutions they developed that define a pathway to make this phase of life the best of their life. And you can apply ideas from their framework to do the same - and measure your progress - as you define it - along the way.

    Milledge and Patti Hart join us from California.


    Wise Quotes

    On The Anti-Retirement Movement

    "This generation of people actually really relates to the word anti. We were anti-war, we're anti-aging or anti-racism. Whatever the word is, it doesn't mean that you're against it. It really means that you're trying to redefine it. And I think that's really why we chose the word anti-retirement to say: How do we get society to shift its thinking about retirement and put it in a new place? If you think about the work we've done with the Stanford Longevity center, we have added 30 years to our lifespan in the last century and that's all in retirement. And so how do we take an anti-retirement approach and say: We're not going to approach this in the same way that historically the world has approached retirement? And if you're anti-something, you're definitely pro-something else."

    On Prioritizing Yourself

    "It's important to me because it's something I'd never done before because you're at such a different place in life, where you are more in control of things. Things aren't being set up for you and done for you. I'm making certain that I now [have] no guilt around moving myself up the priority list. It's important for a lot of reasons. I think at this stage of life mental health, self-confidence, and physical health [are] obvious things that matter when you get to this stage of life. But for me, it was the guilt. I had to really deal with the guilt of saying it's okay for me today to spend today on me."

    On Metrics for Your New Life

    "We all have lived with scorecards, probably since you were five years old, right? You brought home your first report card from school - and then you find yourself at whatever age you retire. And now there's no scorecard. There's no year-end bonus. There is no raise. There's no promotion. There's no whatever your scorecard was, whatever units it was in. And so it is important to your self-confidence that you actually see yourself making progress, that you see yourself as relevant, that you see yourself as important, and that you see yourself as still accomplishing. But for each person, it's very different. One of the things Milledge and I talk about in our book is really pushing people to try to measure the unmeasurable because the things we have been measuring - wealth and bonuses and money and units of whatever you [tracked ] - are gone. Now, what's your weight? And how many miles did you run today? Those are easy to measure, but we really pushed ourselves to say: How do we measure the unmeasurable? And we did that by saying, What is our desired state? What's the desired outcome? Is it a level of happiness, a level of connectedness, a level of relevancy? What's the end state that you're trying to accomplish? And what moves you towards that and start measuring deeper in the funnel?... We all need to have a measurement system in life, but it does need to be developed around what is important to you."



    Patti Hart

    • 40 min
    Ready to ROAR? - Michael Clinton

    Ready to ROAR? - Michael Clinton

    The pandemic has been a catalyst for reflection on what matters most and what constitutes a good life today. For many, it's sparked a realization that there's much more to life than the traditional model of work and careers. But what's next for you? For those contemplating retiring, perhaps earlier than expected, it's an opportunity to redesign their lives and pivot to a phase with greater meaning and purpose. How are you approaching your second half of life and retiring? Uncertainity leads many people to approach it with trepidation. Michael Clinton, the author of the new book ROAR into the second half of your life (before it's too late!), asserts that there's a better way. We discuss his four-part process to help you take charge of your next phase.



    Michael Clinton is the former President and Publishing Director of Hearst Magazines and is currently the special media advisor to the CEO of the Hearst Corporation. He is also a writer and photographer who has traveled to over 120 countries. He has appeared in the New York Times, The Wall Street Journal, Town and Country, O, the Oprah Magazine, and other national media.

    Clinton is the Founder of Circle of Generosity, a nonprofit that grants random acts of kindness to those in need and serves on multiple nonprofit boards. His newest book, ROAR into the second half of your life (before it's too late!) is a manifesto on how to get the most out of your life experience in work, lifestyle, and relationships.


    Wise Quotes

    On the acronym ROAR

    "First of all, the awareness of if you're 50 and you're healthy today, you have a really good shot at living to be 90 - or a hundred. And the construct that we were handed by our parents - and by both government policy and corporations - is a very outdated construct. The days they were developed in were the days when the life expectancy quite honestly was in the early 60s. And so you'd check out of a job and you wouldn't live much longer. Well, all that's changed. So ROAR and the acronym that it stands for is designed to help people have that aha moment about this. So they are: Re-imagine yourself and be one of those "Re-Imagineers" before others do it for you, whether it is being laid off or pushed out or any of the above.

    And re-imagining your favorite future, especially if you're going to have this long life arc, the O is own who you are. I like to call it a midlife awakening, not a midlife crisis because once you've lived 25 years, you know a lot about yourself. So use that awakening [to accept ]that you've made good decisions and bad decisions - just kind of own them and assess where you are right now.  But at the same time, own your numbers. Think about it - it's amazing to me, Joe, how many people I ask what's your blood pressure or your heart rate, and they're completely clueless. And that's not a good thing because as we live longer, we need to keep our health numbers and metrics in place with our financial numbers. We need to own our successes and our failures. So, own who you are, is a big part of this book, and what's next for you. A is Act now with this concept called life layering, which I hope we can get into and talk about. And then the final R is reassess your relationships, because when you're in midlife and you want to make a change in whatever part of your life you're talking about, you need the support of your family, your friends, your community, your colleagues. They're the ones who are going to help facilitate that. And so you gotta really have a clear, clear head as to who they are and who your posse will be to get you there. So it's this four-step process, which is in the book, which stands for ROAR."

    On Being Person-Appropriate - Not Age-Appropriate

    "We all are sort of wired to think about what a 50-plus life is supposed to be,

    • 26 min
    From Role to Soul – Connie Zweig

    From Role to Soul – Connie Zweig

    Achieving the financial security to retire is a big milestone. But you're not done. There's inner work to be done to move into this next phase of life. Retired psychotherapist and bestselling author Connie Zweig joins our retirement podcast to discuss her new book The Inner Work of Age: Shifting from Role to Soul - and her insights on how reflection and contemplation can be valuable practices in your transition.

    We discuss:

    How retirement can be a catalyst for an inner journey to reimagine life

    What the words retire and yoga have in common

    The obstacles often encountered on this inner journey - and what Shadow Work is

    How an Identity Crisis following retirement is different from a Mid-life Crisis

    Why letting go is important – and challenging

    Her own journey in retiring as a therapist – and what it’s taught her

    What she's learned from grandparenting

    What an Elder is – and how one becomes one

    How people can come to view retirement as a spiritual journey

    The main message of her new book The Inner Work of Age: Shifting from Role to Soul

    Connie joins us from California.


    Thank You

    Thanks to our wise guests and loyal listeners The Retirement Wisdom Podcast is among the top 3% in popularity globally according to Listen Notes.



    Connie Zweig, Ph.D., is a retired therapist, co-author of Meeting the Shadow and Romancing the Shadow, author of Meeting the Shadow of Spirituality and a novel, A Moth to the Flame: The Life of Sufi Poet Rumi. Her new book, The Inner Work of Age: Shifting from Role to Soul, extends shadow-work into late life and teaches aging as a spiritual practice. Connie has been doing contemplative practices for 50 years. She is a wife and grandmother and was initiated as an Elder by Sage-ing International in 2017. After investing in all these roles, she is practicing the shift from role to soul.


    Wise Quotes

    On Letting Go

    "My framework in the book is that the shift from senior to Elder in late life is a rite of passage. And we don't have rites of passage for elders in our culture, right? It just doesn't exist. So there are three stages of every rite of passage - and the first stage is letting go. And that might mean letting go of outworn roles or attitudes, letting go of outworn beliefs, or self-images or relationships that don't work - or jobs, or finances, or goals of some kind. And so letting go at every stage of life is hard because as humans, we bond, and we get attached. And with our egos to try to control everything. But to become an Elder, we actually need to let go of the Ego's agenda and step into a different speed limit, a different pace of life, a different sense of flow. I call it from Obligation to Flow - and we need to let go of the past. A lot of people are clinging to the past, feel regret about the past, and need to give and receive forgiveness about the past. So there's a chapter about how to do the emotional work to help us let go of the past so that we can live fully in the present because many people don't know how to do that. They don't really know how to be here and enjoy it fully."

    On Becoming an Elder

    "I think this is very individual, but what I explore in the book is that everyone becomes a senior with a Medicare birthday, but becoming an elder is not an age. It's a stage. It requires intention and what I call inner work so that there's a certain level of self-knowledge and awareness and ways of relating and a desire to give to the common good. Some people are Activists Elders, and some are Creative Elders and some are Spiritual Elders. So we can transmit the knowledge of our lives in many different ways,

    • 35 min
    Retirement Stepping Stones

    Retirement Stepping Stones

    It's a blast to dream about your retirement. Freedom. Flexibility. Fun. Just like you see in the commercials and the brochures. But if you want to truly retire happy and lead a life of fulfillment, you'll need to prepare better. You'll want to go beyond the highlights and take a serious look at what your day-to-day life will really be like - and what it will be about.

    Tony Hixon, author of the new book, Retirement Stepping Stones, joins our retirement podcast to share his experiences and insights on how you can prepare for the stumbling blocks that can arise in retirement -  and how you can find a new purpose after you leave the world full-time work.

    We discuss:

    The tragedy that forever changed how he sees retirement - and why he's on a mission to help people prepare differently

    The most challenging stumbling blocks people face in retirement

    The key solutions to those challenges

    Why you should dream big about your retirement - but why you should look past your highlight reel version of it

    How career burnout can get in the way of a great retirement

    Why retirement isn't for everyone - and why you need a Plan B

    How your legacy should be part of your retirement planning

    Tony Hixon joins us from Ohio.


    Thanks to our wise guests and loyal listeners The Retirement Wisdom Podcast is among the top 3% in popularity globally according to Listen Notes.


    Wise Quotes

    On Transitioning to Retirement 

    "You retire one day and [on] the last day they throw you a party. Your email is still active and you get probably a hundred to three hundred emails. And then the party's over. The cake has been eaten. You had the weekend to kind of recoup and Monday morning rolls around. And you open up that email account. It's been deactivated. You switch to your personal email and there are only two [emails ] there, and both of them are junk. So it kind of messes with your mind. You're not quite sure what this new phase of life should look like. You've had the ideal version of what retirement will be based on all the commercials and the Americanization of what retirement is, but perhaps you haven't done the correct work on what you're retiring to. You certainly know what you're retiring from, but you don't necessarily have an idea of what you're retiring to. So that loss of meaning and purpose is certainly a stumbling block that we see many clients face in retirement. Just not knowing for sure if they're needed anymore."


    On Purpose and Legacy

    "However, we often encourage our clients to think more deeply about the kind of emotional impact they want to make on their family and their friends and their community. We ask them questions - and I'd ask your listeners these questions:

    What lessons do you want to impart?

    How do you want people to feel when you interact with them?

    What do you want to be remembered for?

    These questions are certainly as important - if not more so - than planning for the financial strategy to care for your loved ones. Remember you get to define your legacy. How you live each day builds the legacy that you want to leave behind. Don't be afraid to start living with purpose. It's never too late - or too early - to start."



    Tony Hixon, CIMA®, RFC® is the author of the new book Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy.

    Mr. Hixon is co-founder, Chief Operating Officer, and Chief Compliance Officer of Hixon Zuercher Capital Management.  As Chief Operating Officer, Tony is responsible for overseeing the administration and compliance of the firm.  In addition to managing the firm’s operations,

    • 31 min
    Best of The Retirement Wisdom Podcast – On Wellness

    Best of The Retirement Wisdom Podcast – On Wellness

    What's more important than Wellness? You want a healthy portfolio when y0u retire, but most importantly, you want a healthy you. This Best of The Retirement Wisdom Podcast episode highlights valuable practical advice from our guests on wise moves to take charge of your wellness and fitness.

    Listen to the full conversations:

    John LaPuma, MD

    Marta Zaraska

    Kelli Harding, MD, MPH

    Kelly McGonigal, PhD

    BJ Fogg, PhD


    Thanks to our outstanding guests and loyal listeners, The Retirement Wisdom Podcast is ranked in the top 3% of podcasts globally in popularity according to Listen Notes.

    Browse all 4 Seasons of our episodes here

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    Because of the excellent writing of contributor Bev Bachel, The RW Blog was named as one of the Best Blogs to Read in 2021 by Blog Overview


    Take Charge

    Ready to take charge of your wellness? It begins with building the right habits - by starting small - actually tiny. Schedule a free call with Joe Casey, a Certified Tiny Habits coach at Retirement Wisdom, about his 4-week one-on-one coaching program to build the habits you want.

    • 12 min

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