Retiring Minds - Their Next Chapter(s)

Nevin Adams

The retirement industry is full of visionaries who have spent their careers helping others get to–and through–retirement. But what about when those individuals get to that point in their life? How do they know when it’s time? Does reality match their sense of what retirement is supposed to be? How do they find purpose in this next stage of life? What were the unexpected hurdles? With that in mind we have reached out to a number of retirement plan professionals who were willing to share their stories. We know you’ll find their insights valuable and inspiring.

  1. 07/15/2025

    Season 2, Episode 6: Blaine F. Aikin, CFA®

    Professionally, Blaine Aikin retired on July 1, 2024.Immediately prior to retirement, Blaine was the Founder and Principal of Fiduciary Insights, an independent provider of fiduciary subject matter expertise for organizations that employ or provide services to investment advisors. Fifteen years prior to founding Fiduciary Insights in 2019,Blaine served in the executive leadership of Fi360. He was CEO from 2007 through 2016 and Executive Chairman from 2016 through 2019. Upon retirement, he relinquished his Accredited Investment Fiduciary Analyst® designationadministered by Fi360. For 40 years Blaine has been active in the financial planning community. He served as a Director of the CFP Board of Standards in the United States from 2013 through 2016 and Chair of CFP Board in 2017. In 2018 and 2019 he chaired CFP Board’s Standards Resources Commission and currently serves on the Professional Standards Committee of the international Financial Planning Standards Board (FPSB). Upon retirement, he relinquished the Certified Financial Planner® designation he earned in 1985. Blaine has retained his Chartered Financial Analyst®designation during retirement, consistent with the policies of CFA Institute. On the personal side, Blaine is an avid outdoorsman andproponent of sustainable forestry. Family and forests are the focus of his attention in retirement. He is a Pennsylvania Forest Steward and a Master Watershed Steward (programs administered by Penn State University). He currently serves on the volunteer Council of the Finley Center for PrivateForests at Penn State and recently served as Council Chair. Blaine resides on forested property in northwest Pennsylvania and actively practices sustainable forestryon property in Pennsylvania and Montana.

    27 min
  2. 06/18/2025

    Season 2, Episode 5: Sheldon H. Smith

    Sheldon H. Smith, attorney at law, retired from the law firm of Bryan Cave LLP where he practiced in the firm’s Employee Benefits and Executive Compensation client servicesgroup and its Fiduciary Litigation client services group, advising clients on ERISA, qualified retirement plans, welfare benefit plans, executive compensation, and fiduciary duties.  Mr. Smith practiced law in private law firms for more than 43 years. During his career, Mr. Smith designed and assisted clients with the implementation and operation of qualified and non-qualified pension benefit plans, welfare benefit plans and equity-based compensation plans. He advised benefits committees and plan sponsor clients regarding their fiduciary duties, performed fiduciary duty compliance audits on employee benefit plans, and conducted fiduciary training. Mr. Smith represented clients before the IRS, Department of Labor, and the PBGC, and, with over 40 years of litigation experience, defended clients in ERISA and benefits, tax and probate litigation. Mr. Smith has also served as a mediator and as an arbitrator in benefits and probate disputes. Mr. Smith’s clients were both public and private companies,tax-exempt enterprises, and governmental organizations. From 1980 to 1986, Mr. Smith was a member of either the adjunct or visiting faculties of the University of Denver Sturm College of Law where he has taught in both its Graduate TaxProgram and the law school. He received his undergraduate degree (B.A.) from Washington University in St. Louis and both of his law degrees (J.D. and LL.M. (taxation)) from the University of Denver. Mr. Smith was one of the country’s foremost continuingprofessional education instructors in his areas of expertise for over 35 years. He presented seminars and gave speeches in most of the states to many diverse types of professional groups, including the American Institute of CertifiedPublic Accountants, more than 30 different state societies of CPAs, Tax Section of the American Bar Association, Western Pension & Benefits Conference, American Society of Pension Professionals and Actuaries (ASPPA), the College for Financial Planning, Financial Planners Association, IACEBS, Thomas Reuters, FTWilliams, banking and insurance organizations, and others.  Mr. Smith has authored numerous articles, blogs, and course materials in his areas of expertise. Mr. Smith served as president of the Denver Tax Group (1983). He was a member of the Western Pension and Benefits Council since 1986 and served as its President (2000) and as President of the Denver Chapter (1999). Mr. Smith is a Past President of ASPPA (2010), sat on the Board of Directors of the American Retirement Association and was a senioradvisor to its Government Affairs Committee. Mr. Smith is a Fellow of The American College of Employee Benefits Counsel and has been selected to "Chambers USA - America's Leading Lawyers," "The Best Lawyers in America," "Who’s Who in American Law," "Who’s Who in American Education," and as a Colorado Super Lawyer.  In 2009, Mr. Smith was honored to be named the Outstanding Alumni Law Star by the University of DenverSturm College of Law. In 2015, Mr. Smith received the prestigious Eidsen Award from the American Society of Pension Plan Professionals and Actuaries.

    28 min
  3. 05/19/2025

    Season 2, Episode 4: Sal Tripodi

    Sal L. Tripodi maintained a consulting practice in the employee benefits area, TRI Pension Services. Through TRI Pension Services, he provided technical training and consulting services in ERISA-related areas, and conducted numerous seminars around the country, including an annual seminar in Honolulu until 2019. He is the original author of a nine-volume reference guide, “The ERISA Outline Book,”which is used by pension practitioners nationwide. Effective January 1, 2019, the rights to “The ERISA Outline Book” were acquired by the American Retirement Association, which now updates the book. Until January 2024, TRI PensionServices published an electronic quarterly newsletter, eRISA Update. Sal served as the President of the American Society of Pension Professionals & Actuaries (ASPPA) for the 2007-2008 term. He was an adjunct professor at the Universityof Denver Graduate Tax Program from 1986 through 2007. He started his employee benefits career with the Internal Revenue Service (1979-1983). From 1983 to 2024, Sal worked in the private sector, consulting on employee benefit matters, writing reference materials concerning employee benefit plans, and conducting numerous seminars. In 2001, Mr. Tripodi received ASPPA’s Educator Award and in 2013 was awarded ASPPA’s Eidson Founders Award. He is a Fellow of the American College of Employee Benefits Counsel since 2007. Mr. Tripodi received a J.D. at Catholic University of America Law School (1979) and an LL.M. at GeorgetownUniversity Law School (1983).  In retirement, he has become involved in a host of communityand charitable activities. He is a founder of the Upper Downtown Neighborhood Association in Denver and chairs the Arts & Beautification Committee, which is focused on fostering more publicly available art in Downtown Denver and enhance the visual aesthetics of the city. He serves on the Board of Directors of his condo association and on the Board of the 14th Street General Improvement District in Denver. He works closely with Elevated Denver, an organization focused on the delivery and accessibility of services to theunhoused. He has been involved in several local political campaigns and works with Mayor Johnston’s office on a regular basis.   Retirement has also provided ample time for Sal and hiswife, Mimi, to travel and to visit their daughter Francesca in Chapel Hill, North Carolina, and her husband and two children, and their daughter Maggie in San Bruno, California, and her husband and two children.

    27 min
  4. 03/19/2025

    Season 2, Episode 3: Jeanne Thompson

    Jeanne Thompson is the founder of Jeanne Thompson Global, a consultancy that partners with forward-thinking organizations to create comprehensive retirement transition programs. After retiring from Fidelity Investments in December 2021, Jeanne discovered firsthand that people need support beyond financial planning to not only make the decision to retire, but to successfully transition into retirement. This lived experience led her to develop an innovative approach addressing five essential pillars often overlooked in traditional retirement planning: creating structure, developing hobbies, evolving identity, building community, and finding purpose. Through Jeanne Thompson Global, she helps organizations develop structured retirement transition programs that bridge traditional retirement planning with the human elements of transition, empowering people to make confident decisions about their next chapter. As a sought-after global keynote speaker Jeanne is known for her engaging storytelling and consistently delivers actionable insights with authenticity and warmth. She addresses audiences worldwide on core topics such as: The Retirement Paradox: Why Having Enough Isn't Enough and Beyond the Gold Watch: Designing Retirement Transitions That Actually Work. Currently, Jeanne is working on a book about navigating the transition to retirement, further extending her mission to help others thrive in this important life stage. Prior to founding her consultancy, Jeanne spent three decades in financial services, with the majority of that time in Fidelity’s 401(k) business and culminated her time at Fidelity working with Fortune 100 companies in her role as Senior Vice President of Benefits Consulting. Throughout her career, Jeanne’s insights have been featured in top tier media outlets including The New York Times, Kiplinger’s, The Motley Fool, Reuters, Bloomberg, The Wall Street Journal, Time Magazine, USA Today, Washington Post, Newsweek, CNBC and CNN Money. In addition, she has amassed a following of 35,000 retirees and pre-retirees on TikTok who value her unique and authentic perspective on all things retirement. Drawing on decades of experience in the retirement industry, her ability to connect on a human level with audiences globally and significant media recognition, Jeanne is a trusted expert on a more holistic approach to retirement transitions.

    32 min
  5. 01/28/2025

    Season 2, Episode 1: Dallas Salisbury

    Dallas Salisbury was long synonymous with the Employee Benefit Research institute (EBRI) that he led as CEO from its founding in 1978 until 2015 when he was named Resident Fellow and President Emeritus of that organization, a position he held till year-end 2017.  He was also chairman and CEO until December 31, 2015, of the American Savings Education Council (ASEC), a partnership of public and private-sector institutions that undertake initiatives to raise public awareness as to the needs for insuring long-term economic and health security, and was the image of SavingsmanTM, the spokesperson for the Choose to $ave® www.choosetosave.org ) public service announcements. Throughout his career, Dallas has been a member of a number of commissions, study panels and editorial advisory boards.  Dallas is a Fellow of the National Academy of Human Resources, the recipient of the 1997 Award for Professional Excellence from the Society for Human Resource Management, and the 1998 Keystone Award of the American Compensation Association.  He has served on the Secretary of Labor's ERISA Advisory Council, the Presidential PBGC Advisory Committee, as an advisor to numerous government agencies and private organizations, and on committees of many professional organizations. He has written and lectured extensively on economic security topics.  Dallas was one of the statutory delegates to the three National Summits on Retirement Savings hosted by the President and Congressional Leaders, and three White House Conferences on Aging.   He has also held full-time positions with the Washington State Legislature, the U.S. Department of Justice, the Pension Benefit Guaranty Corporation (PBGC), and the Pension and Welfare Benefits Administration of the U.S. Department of Labor.  IN 2020 he was appointed by the DC Mayor and DC City Council to a two-year term to represent the public on the DC Board for Long-Term Care Administration to develop implementing rules for licensure of assisted living administrators, including examinations.  He fully retired in July of 2022 to focus on family and hobbies. The objective: full control of time and activities.

    31 min

Ratings & Reviews

5
out of 5
2 Ratings

About

The retirement industry is full of visionaries who have spent their careers helping others get to–and through–retirement. But what about when those individuals get to that point in their life? How do they know when it’s time? Does reality match their sense of what retirement is supposed to be? How do they find purpose in this next stage of life? What were the unexpected hurdles? With that in mind we have reached out to a number of retirement plan professionals who were willing to share their stories. We know you’ll find their insights valuable and inspiring.

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