20 episodes
Legacy Transitions Bob Foley
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- Business
Retirement Lifestyle Coach, Bob Foley, takes us on a story telling journey each week to explore the pathways executives take to transition their corporate identity into their new life. Always telling and never boring each story is packed with useful antidote's that many will benefit from.
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Redefining Retirement for the Woodstock Generation
Today we’re looking at some realities of retirement: the discussions you will have with your employers, strategies for transitioning your role instead of outright retiring, the work opportunities available to you after you retire from your career, and how you can ultimately take control of your life in retirement.
To learn more, and for the complete show notes, visit: legacytransitions.org/podcast
Resources:
Learn more at legacytransitions.org LinkedIn: linkedin.com/in/bob-foley-0343a21 Facebook: facebook.com/RetirementLifestylePlanning
Legacy Transitions is a production of Crate Media -
Working Through Your Retirement Relationship Challenges
Today’s episode focuses on three common but avoidable retirement challenges: when your spouse realizes that they don’t want to live the same retirement that you do, coping with a solo retirement after the unexpected loss of a spouse, and the sluggishness that can creep in if you aren’t proactive.
To learn more, and for the complete show notes, visit: legacytransitions.org/podcast
Resources:
Learn more at legacytransitions.org LinkedIn: linkedin.com/in/bob-foley-0343a21 Facebook: facebook.com/RetirementLifestylePlanning
Legacy Transitions is a production of Crate Media -
Your New Retirement World
Why is it taking so long to shift into retirement?
A lot of people ask this — and it’s usually because they tried to make the shift alone! People tell themselves that asking for help is a weakness, that it’s a waste of money. How could not working be hard? The ads sure make it look fun!
If only it were that easy.
The road to a successful retirement is paved with the hard work of accepting that your work identity is over and that you must create a new identity that you feel confident, comfortable, and excited about.
There are many factors that will influence this new identity. What do you really want to do? What’s your financial situation like? Your family situation? Your circle of friends?
There’s a lot to consider, and this new persona isn’t going to appear overnight. In fact it may take many months, if not a few years, to truly manifest itself. But you have to accept that change has to happen if you don’t get caught up in a Murray-esque Groundhog Day.
This is the time of your life that you really have the chance to make it all about Legacy!
To learn more, and for the complete show notes, visit: legacytransitions.org/podcast
Resources:
Learn more at legacytransitions.org LinkedIn: linkedin.com/in/bob-foley-0343a21 Facebook: facebook.com/RetirementLifestylePlanning
Legacy Transitions is a production of Crate Media -
When is The Right Time to Retire?
When is the right time to retire?
Answering that question isn’t as easy as just picking the year you turn 65 — there’s a lot more to consider, and a lot of questions you should ask yourself to determine what makes the most sense for you and your family.
So, today, I’m going to go over what these questions are and how you can determine what the right time to retire is for you.
To learn more, and for the complete show notes, visit: legacytransitions.org/podcast
Resources:
Learn more at legacytransitions.org LinkedIn: linkedin.com/in/bob-foley-0343a21 Facebook: facebook.com/RetirementLifestylePlanning
Legacy Transitions is a production of Crate Media -
Succession Retirement Planning Assessment and Readiness Survey
Today, I want to walk all of you through an assessment that we think everyone should take before they start planning for retirement. People often think succession planning is awkward to talk about, so a lot of the things we cover in this survey have been largely ignored by corporate teams over the past few years — but these are important conversations to have because we can’t allow the different generations in our organizations to become siloed.
You can take the survey yourself by clicking right here — it’s completely free and we don’t even ask for your email address.
To learn more, and for the complete show notes, visit: legacytransitions.org/podcast
Resources:
Learn more at legacytransitions.org LinkedIn: linkedin.com/in/bob-foley-0343a21 Facebook: facebook.com/RetirementLifestylePlanning
Legacy Transitions is a production of Crate Media -
Best Of: “Retirement Coaches Association Newsletter Summer 2019”
There are a lot of really interesting and useful retirement lifestyle articles – but I think a lot of us just sort of skim over these. But I’ve been doing a lot of reading lately, so I wanted to share the most helpful tidbits I’ve picked up in these articles.
To learn more, and for the complete show notes, visit: legacytransitions.org/podcast
Resources:
Learn more at legacytransitions.org LinkedIn: linkedin.com/in/bob-foley-0343a21 Facebook: facebook.com/RetirementLifestylePlanning
Legacy Transitions is a production of Crate Media