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 • 87 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.

    The Four Phases of Retirement - Dr. Riley Moynes

    The Four Phases of Retirement - Dr. Riley Moynes

    Do you want to retire happy? One trap in retirement planning is to think of retirement as one thing, a singular phase of life. It's not. Things evolve and change. Dr. Riley Moynes has developed a useful framework of the Four Phases of Retirement that can help you plan for a satisfying retirement. And you'll want to hear what phase most retirees get stuck in - and how to progress to the fourth phase where the happiest retirees live.



    Riley Moynes joins us from Ontario.



    ________________________

    NEW

    Have comments or feedback on this episode - or the podcast overall?



    Have a question you’d like me to address in an upcoming episode?

    Click here to leave a Voice Message. I’d love to hear from you.

    _________________________



    Bio



    Dr Riley Moines is the author of  The Four Phases of Retirement: What to Expect When You're Retiring. During his varied career Dr. Riley Moynes has worked as an administrator, advisor, author, consultant, educator, entrepreneur, mentor, publisher, and researcher. He waltzed through Phase One of his retirement, struggled through Phase Two,  tried a dozen ventures in Phase Three and now in Phase Four helps entrepreneurs polish, package, and publish their unique stories in their niche markets.



    ________________________



    For More on Dr. Riley Moynes

    The Four Phases of Retirement: What to Expect When You're Retiring

    Website: thefourphases.com

    TEDx: The Four Phases of Retirement

    ________________________



    Podcast Episodes You May Like



    When Will You Flip the Switch? – Dr. Barbara O’Neill



    What Are The Keys To A Successful Retirement? Fritz Gilbert



    Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland



    Do Your Retirement Strategies Account for 6 Stages? – Ted Carr



    ________________________



    Wise Quotes



    On Phase 4 Retirement



    "...only about 50 to 60% of retirees break through to Phase Four. Not everyone gets there. But those who are able to break through to Phase Four are some of the happiest, most productive, satisfied, and gratified people t I have ever met. Phase Four is when we rewire and find something new that really, really hits us and that we just squeeze all the juice out."



    On Planning Ahead for Retirement



    "...be thinking ahead of what are some of their strengths, what are some of the things that they love to do and to be considering ways, well before they retire, that they might be able to apply those things when they do retire. And so to be able to have kind of a network that they might have built up or to look at some at some possibilities in advance, I think is extremely helpful."



    __________________________



    About Retirement Wisdom



    Take charge of your future.



    Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.



    How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.





    ___________________________





    About Your 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.



    If you’re thinking about retirement, you’ll also need to be planning for longevity. That’s why Joe returned to school, earning a Masters in Gerontology from the University of Southern California.Today,

    • 22 min
    When Two Worlds Meet - Jerry Witkovsky & Deanna Shoss

    When Two Worlds Meet - Jerry Witkovsky & Deanna Shoss

    Being a grandparent is truly a gift. But what happens over time? As your grandchildren grow up and become teenagers, grandparenting may not be as easy as it once was. All of sudden it seems like you're living in different worlds. The relationship evolves - and so can your grandparenting. And if it does, there's a tremendous opportunity for both generations to learn from each other. Jerry Witkovsky and Deanna Shoss, the co-authors of the new book Where Two Worlds Meet, join the podcast to share practical tips on how to grandparent well as your grandchildren become teenagers,



    Jerry joins us from Los Angeles and Deanna from Chicago.



    ___________________________



    Bios 

    Jerry Witkovsky (MSW, University of Illinois) is a beloved mentor to thousands of individuals and generations of families, thanks to 47 years of professional leadership, eighteen of them as General Director of the Jewish Community Centers of Chicago. In 1995 he was named one of the city's "Most Effective Non-Profit CEOs" by Crain's Chicago Business Magazine. Since his 1997 retirement, Jerry has focused his considerable energies on grandparenting facilitation—helping multigenerational families work (and play) together to create a rich family life.



    Deanna Shoss (MA, DePaul University) is CEO of Intercultural Talk, Inc. She helps non-digital natives (aka didn't grow up with technology) promote their businesses or life projects with digital, intercultural, and real-life marketing. She starts with strategy and know-how to help them adapt to new communication technologies. Shoss takes an intergenerational approach that combines online communication platforms like websites/blogs, social media, email, and video with partnership and community building, diversity, equity, and includes best practices and events/promotions IRL (in real-life).

    ___________________________



    For More About the Authors

    Where Two Worlds Meet: A Guide to Connecting with Your Teenage Grandchildren

    Jerry Witkovsky: grandparentsunleashed.com



    Deanna Shoss: interculturaltalk.com



    ___________________________



    Podcast Episodes You May Like



    The Mindful Grandparent – Dr. Shirley Showalter



    Launching Financial Grownups – Bobbi Rebell, CFP



    Who Will Take Care of You When You Are Older? – Joy Loverde



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

    ____________________________

    Mentioned in this Episode



    Breaking the Age Code – Dr. Becca Levy



    The Secret to Entering Your Grandchild's World

    ___________________________

    Wise Quotes 



    On Appreciating the Challenges Teens Face Today



    "...if they're asking the question, they are dealing with this in their life and the grandparent can be a sounding board. Even if it's, Well, tell me what you're thinking? How would you do it? They're not necessarily there to answer it, but maybe to hear and to help that grandchild think things through. And I'm guessing it is a little bit harder to be a teen nowadays with the pandemic and with school violence. And so many things that are facing teenagers today, grandparents need to let go of what it was like in their day. Still share all the stories, but really be open and receptive. Because if the grandchild says they're feeling it and experiencing it, then it's real for the grandchild."



    On Authenticity vs. Trying to Be the Cool Grandparent



    "...share your wisdom, share your experience. So basically you are already cool. You don't have to change who you are to be cool. You're already cool. Just be there and be authentic. Teens know authenticity. And they certainly know if you're not being authentic. And so just being you is it. We like to say you already have everything you need in you to be the best grandparent ever.

    • 37 min
    Well-Being & Longevity - Dr. Jennifer Boylan

    Well-Being & Longevity - Dr. Jennifer Boylan

    If you're planning for retirement, longevity is on your mind. From a financial perspective, you're looking to ensure that your money will last. No one precisely knows their life expectancy, but research is indicating that some choices we make can influence our longevity - and the quality of life in those years. Heathy eating and exercising are two obvious examples. And a new study highlights another dimension associated with longer longevity - your psychological well-being. The study found people with high levels of psychological well-being lived between 5 and 8 years longer. Our guest shares with us the findings of that study and practical steps you can take to increase your psychological well-being.



    Dr, Jennifer Boylan joins us from Colorado.



    __________________________



    Bio



    Jennifer Morozink Boylan is an Assistant Professor in the Department of Health and Behavioral Sciences at the University of Colorado Denver. Her research focuses on health disparities, psychological factors that influence physical health, and biological mechanisms that link the social environment to disease processes. As a health psychologist, her research addresses the ways in which psychological factors engender resilience and protect against health risks associated with disadvantaged social status. This work utilizes multiple methodologies, including national longitudinal survey data, biological assessments of cardiovascular and metabolic risk factors, and laboratory assessments of emotion regulation and physiological reactivity and recovery to stress. Jennifer earned her Ph.D. and M.S. at the University of Wisconsin-Madison in Biological Psychology, and a B.A. in Psychology at Illinois Wesleyan University.



    __________________________



    For More on Dr. Jennifer Boylan

    Four Keys to Well-Being That May Help You Live Longer

    Psychological well-being, education, and mortality.

    _________________________



    Podcast Episodes You May Like



    Breaking the Age Code – Dr. Becca Levy



    Retire Happy – Dr. Catherine Sanderson



    Successful Aging – Daniel Levitin



    The Mind-Body Connection and The Rabbit Effect – Kelli Harding



    __________________________



    Wise Quotes



    On Well-Being & Longevity 



    "In our study, we compared these effects of psychological well-being with two other factors. One was education. The survival benefits of psychological well-being were comparable differences in life expectancy, between someone who had a college degree compared to someone who had less than a high school education. Now the survival benefits of high psychological well-being were not quite as big as the differences in life expectancy between someone who has never smoked versus a current smoker. That difference is about 10 years, but our study was one of the first to report these associations between psychological well-being and life expectancy, which I think is really helpful for conveying just how important psychological well-being can be for how long we live."



    On How to Increase Your Psychological Well-Being



    "There are a lot of ways, backed by scientific research, to increase your psychological well-being. These can include things like connecting with other people and then nurturing high quality social relationships, writing about your goals in life, being authentic with your core values, volunteering and engaging with your community. You want to seek out positive experiences, even small ones in daily life and try to savor those. And over time, all of those experiences can increase your psychological well-being. I think it's also important to note that some activities that increase our psychological well-being might not always feel good or enjoyable in the short term. It takes a lot of work and effort to strive to achieve your...

    • 16 min
    Best Of - Money Matters

    Best Of - Money Matters

    This podcast focuses on the non-financial side of retirement planning. But make no mistake, building a solid financial foundation for retirement is critical. That's why I interview guests on the financial side periodically, including Wade Pfau, Larry Kotlifoff, Bobbi Rebell, Russ Thornton, Harriett Edleson, and Casey Weade. Here are snippets of some of the best conversations so far on different dimensions of the financial side of the equation.



    Links to the the full episodes are below:



    Wade Pfau



    Larry Kotlikoff



    Hariett Edleson



    Bobbi Rebell



    Russ Thornton



    Casey Weade



    _________________________



    About Retirement Wisdom



    Take charge of your future.



    Take the first step toward your new life today.



    Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.  Learn more about our One – on – One coaching and small group programs.





    How well prepared are you for the non-financial side of retirement? Take our free quiz and see what you should be preparing for in your retirement planning.



    ___________________________





    About Your 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.



    If you’re thinking about retirement, you’ll also need to be planning for longevity That’s why Joe returned to school, earning a Masters in Gerontology from the University of Southern California (at age 60).



    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 coming this summer.



    ________________________



    Intro and Outro voiceovers by Ross Huguet.





    ________________________



    The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.



     



     

    • 17 min
    A Rock Star's Second Act - Brett Anderson

    A Rock Star's Second Act - Brett Anderson

    Many people are more multi-dimensional that you may expect. It's interesting to talk with people who had a successful career in one arena and then pivoted to do something different. We've spoken with an NBA referee, an astronaut, a retired distinguished professor, executives in healthcare and finance, a lawyer, and a police chief. Their stories may inspire you to consider your own second act - perhaps full-time or part-time, but on your own terms. Our guest today had a highly successful 2o-year run at a dream job - lead singer in a rock band. And she's now in the midst of turning to her next chapter - a career on the field of Gerontology. She's built a strong foundation, having returned to school, graduating with not one, but two Masters degrees this year, including one from USC in Gerontology in May.



    Brett Anderson joins us from California.



    ________________________



    Bio



    For 20 years, Brett Anderson was the lead singer of the female rock group The Donnas, and performed on Saturday Night Live, David Letterman and Late Night with Conan O’Brien. And then she made a pivot which began with going back to school, first at LA City College where she was valedictorian, and transferred to Stanford University where in 2019, she received a degree in psychology. This year she earned a Master of Science in Gerontology at the University of Southern California and a Master of Social Work at UCLA .



    ________________________



    Podcast Episodes You May Like



    Breaking the Age Code – Dr. Becca Levy



    Ageism Unmasked – Dr. Tracey Gendron



    Career Change with Purpose Top of Mind – Chris Farrell



    Think Big – Dr. Grace Lordan



    _________________________



    For More on Brett Anderson

    The Former Lead Singer of The Donnas Has a New Beat: Gerontology

    Late Night with Conan O'Brien



    _________________________

    Wise Quotes

    On Her Interest in Gerontology



    "I started to notice older people when I was out in public and just noticed people talking over them or looking through them and imagining how that would feel. And as a woman I do get some of that myself when I'm in a room of men. I get talked over and looked through, but I think it's amplified when you're older, especially if you have any kind of physical disability, if you're in a wheelchair and you're physically at a lower level than other people. I think it's really easy to be just, well, a good word for it is overruled. Basically I just was able to put myself in that position and imagine how terrible that would feel and it made me want to change our environment, change our policies, change our society, and change everything about the way that we treat older people in our society."



    On Humility



    "For the first four years of school, it was just all about humility. I think you know when you have a literal spotlight on you, it inflates your ego. But I think the thing that people don't realize is there's sort of like the equal and opposite extreme. So whenever your ego is inflated, you also sort of have this growing, compensating insecurity. And I don't know if it's like that for everyone, but it was definitely like that for me. So it was really just a process of getting rightsized, of being confident about the things that I had the right to be confident about, and then sitting down and shutting up about the things that maybe I didn't know what I was talking about. And it was really hard to tell the difference between those things in the beginning. And slowly, and with many mistakes, and public mistakes, I learned the difference between the things that I can take credit for and the things that I really shouldn't take credit for."



    On True Success



    "I always bring a different perspective and a lot of people don't get that perspective in ...

    • 27 min
    The Mindful Grandparent - Dr. Shirley Showalter

    The Mindful Grandparent - Dr. Shirley Showalter

    Many things are not as easy as they look. There's no such thing as Grandparent School. But our guest today shares her wisdom on grandparenting to help rookie grandparents (like me) learn the ropes and help experienced ones bring more mindfulness to their grandparenting. Shirley Showalter is the co-author of The Mindful Grandparent: The Art of Loving Our Children's Children. 



    Shirley Showalter joins us from Pennsylvania.



    __________________________



    Bio



    Shirley Showalter is an award-winning educator, author, speaker, and grandmother. With a PhD from the University of Texas at Austin, Showalter served as a professor and then president of Goshen College in Indiana and as a foundation executive at the Fetzer Institute in Michigan. She and her husband live in Lititz, Pennsylvania.



    _________________________



    For More on Shirley Showalter

    The Mindful Grandparent: The Art of Loving Our Children's Children

    _________________________



    Podcast Episodes You May Like



    The Power of Fun – Catherine Price



    Breaking the Age Code – Dr. Becca Levy



    Retire Happy – Dr. Catherine Sanderson



    Learning is a Lifetime Sport – Tom Vanderbilt



    _________________________



    Mentioned in this episode:



    GRAND Magazine



    The Eyres.com



    Donna Davis Gaga Sisterhood



    __________________________

    Wise Quotes

    On Learning with Grandchildren



    "We want there to be energy and joy. And there certainly is, but it should be a gentle form, so that it's not overpowering to the child. We can come across as too intrusive in their lives. Our questions can make them wary. They won't even be able to understand why they aren't sure, but it they might clam up instead of open up, if we don't come into it sometimes from the side, or make our conversation starters in the form of questions. [My co-author] Marilyn has a real knack for that and she helps her grandchildren develop their own ability to ask questions, partly because she's such a great asker of questions herself. And instead of telling you what's new, she can say, Have you noticed that the blooming tree outside has been shedding its flowers this morning? And then they'll go into a whole conversation about what kind of tree it is and why flowers are falling down now, but they were budding two weeks ago. You can get into it in great detail, but you have to come at it gently - and with no sense of overpowering a child's own imagination."



    On Teamwork in Grandparenting



    "You want to give yourself as much opportunity just to be present and to talk with the [adult] children and the in-laws. It's actually good to have a conversation about what you expect of each other, what you hope for each other, what you dream for each other in the same way that you might write the letter to your grandchild. I think it is important to try to get to the same place of what we expect from each other and how can we help each other. This is not only a wonderful opportunity. This is a great responsibility. There's never too much love in any child's life and there's never too much help -  [unless] you offer the wrong help at the wrong time.That can be a problem. But most parents are so grateful for the little relief that they can get here and there. So having a conversation with the parents about roles and about hopes and dreams, I think is important early on. And expect that things will change and then keep learning and growing."



    ____________________________



    About Retirement Wisdom



    Take charge of your future.



    Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction – on your own terms.

    • 40 min

Customer Reviews

4.7 out of 5
87 Ratings

87 Ratings

57yearoldpossibleearlyretiree ,

Really insightful

Very much enjoying this. None of the typical trappings of Podcasts (no hard sell, hosts don’t feel they have to be funny, no crazy soundtracks and noises). Just straight forward questions and good info. Great guests with amazing bios. I love that the hosts wrap up the show with their takeaways and put all good info in the show notes. Well done!

AZ Asphalt ,

A podcast for retirees looking to continue to grow

I’m enjoying this podcast. Read about it in the WSJ. It doesn’t talk down to you, is honest, not a hard sell, and focuses on topics that transcend financial - very important because emotional and mental well being are just as important. Retirees have a lot to offer society and this podcast shines a spotlight on those possibilities. Well done.

doc usna ,

Krsystal Culler interview

I normally like this podcast but when this expert cited Dr. Gupta I immediately turned it off. TV quack..please do better..

Top Podcasts In Education

TED and PRX
Dr. Jordan B. Peterson
Daily Stoic
iHeartPodcasts
Lauryn Evarts & Michael Bosstick / Dear Media
Rich Roll

You Might Also Like

Benjamin Brandt CFP®, RICP®
Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®
Jason Parker
James Conole, CFP®
Taylor Schulte, CFP®
Jim Saulnier, CFP® & Chris Stein, CFP®