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
    • 4.7 • 54 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.

    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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    Related Retirement Blog Posts

    A Diagnosis Leads to a Retirement Course Correction

    Tiny Habits That Deliver Big Changes

    Put the Bounce Back in Your Retirement

    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
    A Tapas Life - Andy Robin

    A Tapas Life - Andy Robin

    Will you retire happy? After a long career, will your retirement life have variety and flexibility? And a diverse set of interests that you can build gradually & adjust?

    Andy Robin explains how creating a Tapas Life can be the solution you're looking for.

    • 44 min
    How to Get Stronger After 50 – Dave Durell

    How to Get Stronger After 50 – Dave Durell

    Can you get stronger after 50? Strength training, done properly and safely, can bolster your wellness. It's a key component of an overall fitness plan. Our guest, Dave Durell, shares his experience on how to do it right.

    Dave joins us from Florida.


    Are you ready to discover your new life?

    Our Design Your New Life group program kicks off on September 24th.

    It’s limited to 10 participants.

    Learn more here.



    Dave Durell has formerly worked as a Strength and Conditioning Assistant with the Tampa Bay Buccaneers, a Strength and Conditioning Consultant to the Jacksonville Jaguars, and the Assistant Strength and Conditioning Coach at Southeast Missouri State University. He has been published in the Journal of Strength and Conditioning Research and has written 2 books on strength training. He holds a Master’s Degree in Health Fitness Administration and is a Master Level Personal Trainer and a licensed Physical Therapist Assistant.

    After turning 50, Dave started feeling the effects of age-related wear and tear on his body, just as many people do. Knowing he had to figure out how to change his own workouts to overcome these limitations, Dave called upon the knowledge and experience he had gained over 35+ years in personal training, athletic strength and conditioning, and physical therapy, and created the Stay Strong Forever program, a unique strength training system that is especially suited for those over 50.


    Wise Quotes

    On Why You Need Strength Training

    "Once we get into probably our forties or so, there's a physiological process called sarcopenia that begins to manifest itself. And it sticks with us for life. Sarcopenia is age-related muscle loss and experts estimate it causes us to lose around half a pound of muscle per year. On average, that's about five pounds of movement producing muscle tissue per decade. This would be like the engine in your car shrinking and losing horsepower every year. It's not a good thing. And it gets worse. Assuming we maintain the same eating habits throughout the years that lost muscle will be replaced by stored body fat."

    On Recovery

    "Strength training is going to give you the biggest bang for your buck time-wise and done properly. It requires very little time under 45 minutes, a couple of times a week. Another point is strength training is instrumental in reducing the risk of injuries. So people that regularly engage in sports-type activities, whether they're runners or they're in the local cycling club, or they play tennis, strength training is important to help make you more resistant to the injuries you might possibly inflict during those types of activities. So it's important for that reason. Of course, I'm not saying people should only do strength training and be sedentary the rest of the time. I'm a big believer that we rust out faster than we wear out. So I want everybody to be active, at least engaging in low moderate intensity, leisure activities or exercise on their non-strength training days."


    For More on Dave Durell



    Podcast Episodes You May Like

    The Joy of Movement – Kelly McGonigal

    The Future You – Brian David Johnson

    How to Make Healthy Lifestyle Choices – Alan Carpenter

    Best of The Retirement Wisdom Podcast – On Successful Aging

    Believe In Yourself & Try Something New – Carol Cooke

    Tiny Habits Can Lead to Big Changes – BJ Fogg


    About Retirement Wisdom

    What do you want your new life to look like?

    • 36 min
    Reclaim What You Love – Stephanie Raffelock

    Reclaim What You Love – Stephanie Raffelock

    Positive aging can bolster your retirement. It includes cultivating your mindset, your engagement, creativity, and gratitude. Author Stephanie Raffelock shares her insights on positive aging and explains how you can reclaim what you love.

    Stephanie joins us from Austin, Texas.


    Are you ready to design your new life?

    Our group program kicks off on September 24th.

    It’s limited to 10 participants.

    Learn more here.


    Wise Quotes

    On Reflection

    "There are these wonderful arcs in our life. We don't get a chance to reflect upon them when we're in the midst of them. When you're in your thirties and you find a way to make a mortgage and marriage and kids work, we don't really reflect on what that is. But I think when you get to be 70 years old, you can sit back and go, Wow, I did good. We both tried our best when I say we both. I'm thinking of my husband. So I think that's one of the gifts of growing older. I think another gift of growing older is that we don't have to be the center of attention anymore, not the way that we did in more youthful days. We can kind of sit back a little bit and become the observer and become the appreciator. ...That's part of the gift of aging that you can actually sit still long enough to ponder these things."

    On Reclamation

    "I also think that there's a period or an opportunity for reclamation. And what I mean by that is as we were growing up and becoming mature adults, there were things that we put aside because they just didn't fit into the responsibilities and obligations that we needed to run our lives. For example, my husband was a musician and a bass player and loved the bass. And yet during most of our marriage, he didn't touch the bass, but then we hit retirement years and suddenly he started playing the bass. Again, he reclaimed that for himself and the music keeps him mentally young and because of the magic of the internet he can play with any bands now online, he can go online and take online courses in the bass. And so there's this great period of reclamation to you. We can reclaim those things. I think too that creativity is something that we can embrace in older years. We can give ourselves to the creative endeavor without having to worry about the accolades of fame and fortune around our art, our master gardening, our expert cooking, our writing. We can just do those things for the sake of creating and for the sake of art. And that definitely keeps us feeling, I think, vibrant and younger and gives us a sense of purposefulness in our life."

    On Creativity

    "I think it's a matter of surrendering what is it that you love to do that makes things, That can be master gardening, that can be music. It can be art, it can be any of those things. And I don't think we're as judgmental of ourselves at this phase of life as we were in our youth. So it doesn't really matter what the picture looks like. You're not trying to get into the Met. It's just a matter of giving yourself to the process. It's the process of creativity that I think speaks to our brain and our heart."

    On Power

    "I think the big thing that we learned from women is that the word power means something different to women. And I think that as a culture, men and women have to redefine power for meaning more than it currently does. Power has been traditionally a male word. Men have power over something. It's a warrior kind of word. Power means I can do what I want. I can take this from you. Power is for winners, that kind of power. When women talk about power, it's more the sense of knowing themselves, standing in the knowledge of self, and approaching the world from a place that is more heart-oriented. Now, I don't believe that men have to become like women or that women have to become like men.

    • 31 min
    Your Family History & Legacy – Laurie Hermance-Moore

    Your Family History & Legacy – Laurie Hermance-Moore

    Have you ever wondered about your family history and what it means for your legacy?  We asked Laurie Hermance-Moore, an accredited Genealogist to help us get smarter about the topic.

    We discuss:

    What a professional Genealogist does

    How understanding family history can be an important part of someone’s legacy

    What's possible to learn about your family history - and what's not

    The biggest obstacles to overcome in a family history project

    What you can do on your own - and where a professional Genealogist can help

    How she's helped people discover their family history

    When someone may need a Forensic Genealogist

    Why this may be an interesting project in retirement

    Laurie joins us from Ohio.


    Ready to design your new life in retirement?

    Our group program kicks off on September 24th.

    It’s limited to 10 participants.

    Learn more here.



    Laurie Hermance-Moore is a history geek turned librarian, digital agency strategist, and professional genealogist. Her passion is helping individuals connect with the people that matter to them.

    As a researcher, she loves finding those elusive records that will solve a mystery—and creates experiences for her clients that bring an ancestor to life in the context of history.

    Laurie has more than 20 years of experience working in digital marketing agencies, serving other professionals at large companies. She enjoyed working directly with executives on strategic planning, developing brands, and conducting market research to better understand how consumers think and feel.

    Laurie is an adoptee that found her amazing birth family and now feels as though she’s been adopted a second time.  Because it took her fifty years to actually know who her family is, she figures that’s why she’s been blessed with especially interesting ancestors who were on the leading edge of westward migration.

    Laurie holds a B.A. History from the University of Kansas, a Master’s in Library Science from the University of Alabama, a Master’s in Marketing from Franklin University, and the Certificate in Genealogical Research from Boston University.  She is a member of the Association of Professional Genealogists, the National Genealogical Society, and serves on the board of the Ohio Genealogical Society as 1st Vice President.

    She received her accreditation in genealogy research in the U.S. Midwest states through the International Commission for the Accreditation of Professional Genealogists (ICAPGen℠).

    She resides in Ohio with her husband and at least two cats.


    Wise Quotes

    On the Gifts of Family History

    "What do you do with all the other things that you're going to leave behind or could leave behind? So, I like to define legacy as the thoughtful and intentional process of deciding on the gifts to share with future generations. And those gifts can be a lot more than money. Those gifts can be your family history. They can be your story. They can be the traditions that your family has, they can be knowledge that you've gained. There's a whole lot more there. That can be a gift to a future generation...I think that the important thing here is to figure out which are the things that really speak to your family's history."

    On Geneology Travel

    "...one of the most interesting and rewarding things that you can do is genealogy travel. So whether it's to a place in the US, or Europe, standing on the land of your ancestors can really impact you. One time I was in Kansas City with a coworker and her family had traveled the Oregon Trail. And I said, well, we need to go out to Minor Park. And she said, Why?

    • 34 min

Customer Reviews

4.7 out of 5
54 Ratings

54 Ratings

christhepacerfan ,


The episode on getting fit after 50 was fantastic. Some great reminders and some great tips. Thanks!!

werdna39 ,

More Than Finances!

Tons of books and articles and blogs and podcasts focus on the financial aspects of retirement

Joe Casey and his guests do a great job of fleshing out all the OTHER important aspects of retirement.

Great stuff!

JenM CFP ,

Recommend to many friends and clients

I stumbled upon this podcast after hearing Joe Casey on a webinar. I find his style of conversation, questions, guests and content all fabulous. As a personal financial advisor, I can help clients with the money side of retirement but TRWP addresses the social, emotional and encore side of this transition. The guests are among the best I’ve heard on any podcast.

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