The Retirement Wisdom Podcast Retirement Wisdom

Retirement brings both challenges and opportunities. Our guests on this retirement podcast this year have shared their insights on many of them including:



What attitude will you choose to bring to your retirement?

What could you say No to so you can say Yes to more important things?

How could your retirement be enhanced by being kinder - to yourself?

If you're planning to age in place, why not upgrade to thriving in place?

Is your retirement an opportunity to reinvent yourself?

How could you design the long life that may still be ahead of you?

If you're a grandparent or may be in the future, how can you be an excellent grandparent from a distance?



Listen into these samples of the best conversations from the first third of 2023.



Links to the full conversations are below if you'd like to learn more:



Live Life in Crescendo - Cynthia Covey Haller



The Joy of Saying No - Natalie Lue



Self Compassion- Kristin Neff



Thriving in Place - Lisa Cini



The Power of Reinvention - Joanne Lipman



Design the Long Life You'll Love – Ayse Birsel



The Long Distance  Grandparent– Kerry Byrne



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About Retirement Wisdom 



Planning for retirement goes well beyond your 401k or IRA. How will you invest your time after your full-time working years?



You’ll need a different portfolio.



I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely. And for many it includes a new version of work in some form– redefined on your own terms with more flexibility and meaning.



Schedule a call to see how the Designing Your New Life program can give you an edge in your next chapter.



Visit retirementwisdom.com for tools and resources to help you retire smarter.



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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. 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 1.5 % 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.



 



 

Some things are not as easy as you may think. And discerning the right Medicare choices for you is one of those things. When preparing to enroll in Medicare, or evaluating your coverage, it pays to look past the commercials, do your homework - and to read the fine print. When I researched Medicare in 2022, I engaged Diane Omdahl and her service 65 Incorporated. She's written a new book Medicare for You: A Smart Person's Guide and joins us today to discuss some key things you need to know.



Diane Omdahl joins us from Wisconsin



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Bio

















The author of Medicare for You: A Smart Person's Guide, Diane Omdahl, RN, MS., is a nationally recognized Medicare expert and the author of Medicare and You: A Smart Person’s Guide.



In 2012, she co-founded 65 Incorporated, a company that provides one-on-one consultations to individuals dealing with Medicare. Her first company, Beacon Health, provided homecare agencies with Medicare compliance guidance from 1987 until she sold it in 2008. Diane has served as a technical expert for the Centers for Medicare and Medicaid Services (the organization that runs the Medicare program) and is a frequent speaker on Medicare-related issues. In addition to being a registered nurse, Diane holds a Master’s degree in Health Services Administration. Diane is a Forbes.com contributor on the topic of Medicare and has been featured in many national publications including the Washington Post, CBS MoneyWatch, Forbes, The Wall Street Journal Market Watch, Kiplinger, and many others. You can learn more about Diane at www.65incorporated.com and www.dianeomdahl.com.

















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For More on Diane Omdahl



Medicare for You: A Smart Person's Guide



65 Incorporated



i65 (Fiduciary Medicare Software & Consulting)



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Podcast Episodes You May Like



Where to Retire – Silvia Ascarelli



An Economist’s Take on Retirement Planning – Larry Kotlikoff



Breaking the Age Code – Dr. Becca Levy



The Unretirement Life – Richard Eisenberg



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Wise Quotes



On Setting Up Your My Social Security Account







".. a very important step that they can do at any time in their life is to set up a My Social Security Account. That is the way that they will enroll in Medicare when it's time. And we have run into people trying to enroll in Medicare who did not have an account. And it's not always easy to set up. And people who have an account haven't kept it up to date, they haven't informed Social Security of their address change. And after a divorce, women with a name change, that's quite involved. And with the Social Security offices just coming back out from Covid, many of them are still not open completely. If you have to submit documents, you don't want to send originals in the mail. And so that's what we say, keep it up to date. Then when you're actually approaching 65, you can't do anything until your initial enrollment period, which is three months before your birthday, unless it's on the first of the month and it's four months. But people like to start about six months in advance. Given they're getting all of the advertising even earlier than that, we tell them that's when you should start thinking about it. And one of our best pieces of advice is that they can  toss out that stuff they get prior to age 65 because as they get closer and know what they need, then they can look for the specific information that will work for them."



On The Two Medicare Paths



"The two Medicare paths is how Medicare is structured for most people over ...

There's more to life besides work people tell me. Cultivating outside interests and hobbies can enhance your satisfaction and prepare you for a satisfying life in retirement. Our guest today is a semi-retired attorney whose hobbies prepared him for a second act as an author. You don't need to be an attorney or aspire to be a novelist to heed his advice on exploring hobbies that may be just right for you.



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Bio

J.P. (Paul) Rieger, is a semi-retired real estate attorney whose encounters with the law loosely inspired his new novel Clonk! – a hilarious whodunnit set in the world of seedy lawyers and misfit detectives. An amateur guitarist, Paul played with the neo- psychedelic pop group United States of Existence in the 1980s. The band released a couple of 45s and an LP. Paul’s first novel, The Case Files of Roderick Misely, Consultant, was published in 2013. A Baltimore native, he lives in Towson, Maryland.



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For More on Paul Rieger



Clonk!



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Mentioned in This Podcast Episode



List of Hobbies from The Serious Leisure Perspective (Robert Stebbins)



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Podcast Episodes You May Like



The Third Act - Josh Sapan



The Fun Habit – Mike Rucker, PhD



The Power of Fun – Catherine Price



A Second Act after The Law – Mark Shaiken



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Wise Quotes



On Semi-Retirement







"I think that if you happen to have a career as a professional, you'll probably never leave it fully because it's part of who you are. And ...there's so many things you can do as a semi-retired professional - you can actually still work. And I have many of my attorney friends who are my age and older who got out of their bigger practice that now are just doing the things they want to. A lot of folks pro bono, volunteer work. There's so many things you can do."



 





On Hobbies



"I think having hobbies is absolutely crucial, and I want your listeners to know that it's never too late to start a hobby. We become part of our careers where we start loving it so much, but we might become a little bit of a hostage to it. But you have to, I think, break away from that somewhat and think about things that you're like doing and, and these would be your hobbies if you have them. And  if not, it's not too late to, to get them. There's the Chinese  proverb when's the best time to plant a tree? 20 years ago. When's the second best time? Right now.  So I think hobbies are the same way. If you haven't really developed hobbies, I would not worry, chill out. It's never too late."



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About Retirement Wisdom





Planning for retirement goes well beyond your 401k or IRA. How will you invest your time after your full-time working years?



You’ll need a different portfolio.



I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely. And for many it includes a new version of work in some form– redefined on your own terms with more flexibility and meaning.



Schedule a call to see how the Designing Your New Life program can give you an edge in your next chapter.



Visit retirementwisdom.com for tools and resources to help you retire smarter.



__________________________



About Your Podcast Host



Joe Casey is an executive coach who also helps people design their next life after their primary career. 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...

Watching my favorite NBA team in playoff games in two different cities last week demonstrated that the second half is often quite different than the first half. The same applies to life. Your perspective, priorities and needs are likely to be different in your second half. Our guest today, James Hazelwood, offers a point of view on the second half of life and the role of wisdom.



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Bio

James Hazelwood currently serves as Bishop of the New England Synod of the Lutheran Church (ELCA). His varied life experience as a pastor in congregations, a professional photographer, environmental education instructor, a disc jockey and ice cream scooper are all part of the mix that informs his work. He is the author of Weird Wisdom for the Second Half of Life, and Everyday Spirituality. He writes regularly at www.jameshazelwood.net



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For More on James Hazelwood



Website 



Weird Wisdom for the Second Half of Life



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Podcast Episodes You May Like



Taking Stock – Dr. Jordan Grumet



From Role to Soul – Connie Zweig



Retirement Planning Includes Getting Good at Getting Older – Rabbi Laura Geller



From the NBA Hardwood to the Altar – Steve Javie



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Wise Quotes



On The Shift



"But something shifts at the midpoint. It's typically in our forties, sometimes in our fifties. We just start to ask different questions.What's all this that I've achieved for? What does it mean? One author (Wayne Dyer - The Shift:Taking Your Life from Ambition to Meaning) talked about it as the shift from success to significance. So the second half of life is really a turn inward. That doesn't mean we stop working or raising a family. It just means that our priorities shift. Now, most everyone thinking about retirement is well into this second phase, and we're just wondering about meaning and purpose. So for me, the second half of life is really defined by the search for soul."



On Getting Unstuck



"I hear the word stuck from a lot of people in this phase. And what I say to them, That's okay, now you're ready to learn. So once you face your stuckness, it means it's time to ask a new set of questions. Is my life connected to something larger than the day-to-day? Or Have I remembered to love and serve those around me? Or, There's a lot of suffering, but how is my suffering a doorway into meaning? It's these big deeper questions in the second half of life that we face. And so I'm just suggesting that we be intentional about looking at these questions, and I think if we do, we will find out that the second half of life is really the best half."



_________________________



About Retirement Wisdom



Planning for retirement goes well beyond your 401k or IRA. How will you invest your time after your full-time working years?



You’ll need a different portfolio.



I help people create a multipurpose retirement, with the right mix of interests, activities and pursuits to invest your time wisely. And for many it includes a new version of work in some form– redefined on your own terms with more flexibility and meaning.



Schedule a call to see how the Designing Your New Life program can give you an edge in your next chapter.



Visit retirementwisdom.com for tools and resources to help you retire smarter.



__________________________



About Your Podcast Host



Joe Casey is an executive coach who also helps people design their next life after their primary career. 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 ...

The population of Americans age 65 and older is on track to double between 2010 and 2040. And that's leading to increased investments in innovative solutions to serve the needs of older adults, in areas including healthcare and wellness, financial services, senior housing, social connectivity and caregiving. Abby Miller Levy, of Primetime Partners, joins us to discuss what she sees happening in the rapidly growing longevity economy.



Abby Miller Levy joins us from New York.







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Bio



Abby Miller Levy is the managing Partner & Co-Founder of Primetime Partners, an early-stage venture capital fund that invests in, and builds from the ground up, companies that can transform the quality of living for older adults. She has spent her career helping businesses and consumer brands grow as an operator, entrepreneur and advisor, most notably in the wellness sector. Prior to Primetime Partners, Abby was an executive at SoulCycle, where she oversaw business development and revenue growth outside the consumer studio business, with an emphasis on building new digital products as the Senior Vice President of Strategy & Growth. Abby has also been a Founder herself, teaming with Arianna Huffington to launch Thrive Global, a behavior change technology company focused on employee productivity and wellness. Abby served as President of Thrive Global and remains on the Thrive Board. Abby began her career at McKinsey & Company then led product development at OXO International. She is a graduate of Princeton University and Harvard Business School.



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For More on Abby Miller Levy and Primetime Partners



Primetime Partners



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Podcast Episodes You May Like



The Age Tech Revolution – Keren Etkin



Breaking the Age Code – Dr. Becca Levy



Are You Ready for The New Long Life? – Andrew Scott



Thriving in Place – Lisa Cini



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Resources Mentioned in this Episode



MIT Age Lab - Blog



MIT Media Lab



Stanford Center on Longevity  - Longevity Briefing newslettter



Leonard Davis School of Gerontology at USC - Vitality Magazine



AARP Research



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Wise Quotes



On Primetime Partners







"And so that's really the genesis for me of starting Primetime was really on trying to solve this issue for my parents, recognizing that there were a lot of businesses to be built. And so instead of building one individual idea or concept into a business, I thought, well, maybe I would build an investment platform to fund dozens and hopefully hundreds of other entrepreneurs to solve or build things in this white space. And then I, and my partner Alan Patricof - he has been an investor for the past 50 years, starting a large private equity firm called Apax Partners, and then Greycroft, which is a multi-billion dollar venture firm - was also in intrigued by this issue of how do we get older Americans starting businesses, people with expertise and wisdom and network and skills. And so we came together to start the fund in the Spring of 2020."



 







On Innovation in the Longevity Economy







"But what we're more interested at Primetime, because we're an early stage investment fund is the amount of innovation going on in the space. And so just to put a bookmark in there, since we launched in summer of 2020, so almost three years ago, we've looked at 1,300 startups that would be included in the longevity economy. This includes healthcare businesses, financial service businesses, consumer and media businesses. There is a lot of new ideas bubbling up becaus...

Is there more to wellness than a healthy diet? Dr. Alona Pulde and Dr. Matthew Lederman’s new book Wellness to Wonderful is down-to-earth with relatable guidance and practical advice for a healthy and vibrant life. Drs. Pulde and Lederman bring the book’s principles to life in WeHeal, a virtual healthcare model built on their book’s nine fundamental pillars of health: self, nutrition, activity, play, sleep, family & friends, work, spirituality, and the natural world. As evidence of the model’s efficacy, the Florida-based physicians point to results showing reversal of chronic illnesses like type 2 diabetes and heart disease, weight loss, and increased overall well-being. With chapters dedicated to each of the model’s core pillars, Wellness To Wonderful aims to guide readers from the stress and chronic illnesses arising from living in survival mode to a dynamic, thriving, and optimized life that is truly Wonderful.

Drs. Pulde and Lederman join us from Florida.

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Bios

Alona Pulde, MD & Matthew Lederman, MD



Touted as doctors of the future by Dean Ornish, MD and with their work supported by many experts including Sanjay Gupta, MD, Dr Alona Pulde and Dr. Matthew Lederman combined conventional Western medicine, Chinese medicine, Lifestyle medicine, Nonviolent Communication, Polyvagal Theory, and Trauma-Informed, Somatic Principles & Pain Reprocessing to create their groundbreaking health paradigm. They have been successful corporate leaders, starred in the life-changing documentary Forks over Knives, lectured for eCornell, served as adjunct medical school professors and corporate medical advisors, and are NY Times bestselling authors.



Together they have co-authored six books, including The New York Times Bestseller Forks Over Knives Plan, Forks Over Knives Family, and Keep It Simple, Keep It Whole. They co-authored The Whole Foods Diet and The Whole Foods Cookbook with John Mackey, co-founder and CEO of Whole Foods Market. Most recently they co-authored, "Wellness to Wonderful," interweaving medical science, psychology, spirituality, and life wisdom to help people achieve lasting health, vibrancy, peace, and joy. They consult for companies such as Whole Foods Market and serve on advisory boards for various organizations.



Alona Pulde, MD is a board-certified practitioner of Acupuncture and Oriental Medicine & Family Medicine Physician. She is particularly passionate about supporting clients with nutrition and women’s health.



Dr. Matthew Lederman is a board-certified Internal Medicine physician & CNVC Certified Trainer of Nonviolent Communication. He is particularly passionate about integrating mind-body health treatment and providing second medical opinions for patients with persistent chronic disease.



After ten years of serving Whole Foods Market as corporate Vice Presidents, helping launch their national comprehensive medical & wellness centers, coaching and retreat programs, and integrated hospital and insurance networks, Dr. Pulde and Dr. Lederman moved on to co-found their new venture, WeHeal, which is the culmination of decades of learning and practical experience organized into an easily accessible program that does everything just short of guaranteeing lasting health, joy and satisfaction in your life.



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For More On Wellness to Wonderful

WELLNESS TO WONDERFUL: 9 Pillars for Living Healthier, Longer, and with Greater Joy

WeHeal website



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Podcast Episodes You May Be Interested In



The Power of Fun – Catherine Price



Self-Compassion – Dr. Kristin Neff



Breaking the Age Code – Dr. Becca Levy



How to Make New Friends in Retirement – Dr. Marisa G. Franco



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