The Retirement Wisdom Podcast Retirement Wisdom

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Is your 401(k) better prepared for retirement than you are? The Retirement Wisdom Podcast helps retire smarter by preparing well for life in retirement.  Catch up on the best of our recent retirement podcast conversations on how to edit your life; mindfulness and health; what we can learn from super-agers; elder justice; the new age of aging - and what the first two years of retirement are really like.



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Listen to the full conversations:



Edit Your Life – Elisabeth Sharp McKetta



The Mindful Body – Ellen Langer



The Big 100 – William J. Kole



The Measure of Our Age – MT Connolly



The New Age of Aging – Maddy Dychtwald



Life After Work – Brian Feutz



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Podcast Episodes You May Like



Best of 2023 – Part Two



Best of 2023 – Part One



The Very Best of 2022



The Best of 2021 – Retirement Wisdom



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About Retirement Wisdom



I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of The Multipurpose Retirement.™



A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one on your own terms.



About Your Podcast Host 



Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ 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 % globally in popularity by Listen Notes, with over 1 million downloads. Business Insider has recognized Joe 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

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Planning for your retirement? You'll be crafting a new story - the story of your future. Jeanne Lambin shares how storytelling and improv can help you bring imagination to planning your next chapter - and tells us about her program 11 Minute to Mars.



Jeanne Lambin joins us from Chicago.



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Bio

Jeanne Lambin is a coach, trainer, facilitator, and storyteller. Her professional life and coaching practice have centered around helping individuals, groups, and organizations, find, tell, and live better stories. Intentional storytelling is an essential part of the life-design process because stories help us to make sense of our lives, the world, and our role in it. They help us name the change we want to bring. To help people discover and inhabit these stories of transformation, she creates carefully designed workshops, training, and coaching experiences nested in applied improvisation, storytelling, and creative experimentation.

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For More on Jeanne Lambin



Website



11 Minutes to Mars



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Podcast Episodes You May Like



The Mindful Body – Ellen Langer



The Power of Fun – Catherine Price



Learning is a Lifetime Sport – Tom Vanderbilt



Design Your Life and Get Unstuck – Dave Evans



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Retire Smarter.





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Wise Quotes



On Possibilities



"So one thing I sometimes do, rather than making a to-do list, is I make a list of things that are possible. And this can be anything from a practical thing of go for a walk to wildly impractical, buy a train ticket, buy a plane ticket, fly somewhere remote. And The Story Spine is actually a great way to combine these two things. So the reason why I make a Possible List is that it's very easy to forget both in a rather mundane way what's possible with all the choices that we have available to us, even though sometimes it might not feel like we have choices. And then also those wild things that we might not ever get, but kind of help that aspirational heart or that possible heart stay alive...So making that list of possibility is a way to keep that spirit alive and then coupling that with The Story Spine. So you take something from your possible list and then you go through once upon a time and every day, but one day. And because of that, and because of that, and because of that, until finally and ever since then, and you can write a little story about what would happen if this possibility became an actuality."



On 11 Minutes to Mars







"It's amazing how much and how little can be accomplished in just 11 minutes. But one of more interesting things that I've accomplished in 11 minutes is I've made an entire painting of an owl. So I did about a three foot, actually, yeah, about a two foot by three foot painting of an owl. I was on an owl kick for a while. I have sent emails that I have been putting off, sending for years, and finally just decided that this is the time that I'm going to do it. I have worked on writing chapters of a book that I'm working on. I've just decided that I want to send nice messages to a few friends and just say, Hey, I'm super happy that you're in my life. I appreciate you. I have also done absolutely nothing where I've taken 11 minutes and just decided that I'm not doing anything. And it's wonderful - and it's horrible.

Retire Smarter. Follow on Apple Podcasts

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Let's face it. Retirement isn't for everyone. A notable percentage of people return to work within the first five years of retirement. But what's the pathway back? Here's one that may not be on your radar. Savvy organizations who need experienced talent have created returnship programs targeting people who are returning to work following a career break. While these programs primarily have focused on mothers re-entering the workforce, some include people returning from caregiving, medical issues and retirees.  Shay Baker of Return Utah joins us to discuss how to return to work from a career break - for any reason.



 





Shay Baker joins us from Utah.



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Bio





Shay Baker is the proud overseer of Return Utah, the first public career reentry program in the country. Working alongside Lt. Governor Deidre Henderson, Baker is responsible for Return Utah’s development, continued innovation, programming, and marketing for Utah state agencies, public/private partners, and returnees.



 









Baker is a returner having participated in Return Utah’s inaugural cohort. She has since presented to many of the nation’s lawmakers at the Council of State Governments, and has been featured in publications by iRelaunch, the Wall Street Journal, NPR, the Society of Human Resource Management, and Pew Charitable Trusts.



 









Prior to her 8-year career break, Baker worked as a television news reporter and producer for KTVX and KSL-TV in Salt Lake City. She holds a bachelor’s degree in Communication from Weber State University and lives in Layton, Utah with her husband and three daughters.



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For More on Shay Baker



Return Utah





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Mentioned in This Podcast Episode



iRelaunch

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Make Next Year Your Best Year - with the Habits You Want!



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"You are what you repeatedly do."



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Podcast Episodes You May Like



The Power of Reinvention – Joanne Lipman





Purpose and a Paycheck - Chris Farrell





Why Are People Unretiring? – Nicole Maestas





Working Longer – Scott MacKillop



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Wise Quotes





 



On Returnships







"The pandemic has really caused sort of a small explosion in career reentry or return to work programs. And we know that that's because so many jobs were lost at the height of the pandemic, especially among women and particularly marginalized women. And so while Returnships and career reentry return to work programs did exist prior to the pandemic, and they were growing slowly and steadily prior to the pandemic, the pandemic brought about this need for employers to basically acquire talent and particularly diverse talent. So a lot of organizations looked to these career re-entry, return to work models to try to appeal to people, particularly women."



 









On Returning to Work





"We have individuals who've returned to the workforce after taking breaks to enhance their education, to start businesses, to volunteer, to run for political office.

Make 2024 a Great Year!



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Our thoughts often turn to gratitude during the week of Thanksgiving. What if we lived with gratitude the whole year? Kristi Nelson and Glenn Fox know how to do that - and why it's beneficial for you and others. They share their wisdom on gratitude with us in this Best of The Retirement Wisdom Podcast episode.



Listen to the full podcast conversations on gratitude:



Are You Living Gratefully? – Kristi Nelson



The Gift of Gratitude – Glenn Fox



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Takeaway - Three Blessings Exercise:



https://ggia.berkeley.edu/practice/three-good-things



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Bios

Kristi Nelson is the Executive Director of A Network for Grateful Living (gratefulness.org).  She’s also the author of Wake Up Grateful: The Transformative Practice of Taking Nothing for Granted.



Kristi has spent most of her adult life in non-profit leadership, fundraising, and organizational development. In a wide variety of roles, she has helped to lead, fund, and strengthen organizations committed to progressive social and spiritual change.



In 2001, Kristi founded a values-based fundraising consulting and training, and leadership coaching business, and in this capacity worked with organizations such as the Institute for Jewish Spirituality, Buddhist Peace Fellowship, Spirit in Action, Wisdom 2.0, and The Center for Contemplative Mind in Society. During this time, she was also founding Director of the Soul of Money Institute with Lynne Twist, Director of Development at Kripalu Center for Yoga and Health, and Director of Development and Community Relations for the Center for Mindfulness in Medicine, Health Care, and Society.



Kristi received her BA from UMass/Amherst, a graduate certificate in Business and Sociology from Boston College, and her Master’s in Public Administration (MPA) with a concentration in Leadership Studies, from Harvard University.



Kristi is a stage IV cancer survivor who feels blessed to work with her beloved colleagues in sharing the gifts of gratefulness with people around the world. She lives in Western MA with her family, and gives thanks every day to be surrounded by the glories of the natural world and a vibrant, loving community.



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Dr. Glenn Fox is a faculty member at the University of Southern California’s Lloyd Greif Center for Entrepreneurial Studies, in the Marshall School of Business. His current projects focus on neural systems for emotion regulation, high stakes training, and developing entrepreneurial mindset skills in founders and business leaders.



Glenn received his Ph.D. in Neuroscience from USC, where he focused on the neural correlates of gratitude, empathy, and neuroplasticity. Following graduate school, he started a company, Ph.D. Insight L.L.C., which focused on providing data science consulting for small businesses and early-stage startups. Prior to joining Marshall as a faculty member, Glenn led the Performance Science Institute at USC where he worked with the United States Marine Corps, Army Research Laboratories, Seattle Seahawks, and numerous Olympic athletes and Fortune 500 companies to examine the role of mindset in business and high stakes pursuits.



Currently, Glenn is the Director and Founder of the USC Found Well Initiative which aims to understand and promote entrepreneurial mindset in founders and business leaders. He also serves as a Principal Investigator at the USC Sensorimotor Assessment and Rehabilitation Training in Virtual Reality Center (SMART-VR) and ...

Make Next Year Your Best Year!



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How much critical thinking are you bringing to your retirement planning?  And not just with your investments, but on how you'll invest your time in retirement. Critical thinking can help you avoid distractions, make smart choices and chart your own course in your retirement life.



Dennis Torres shares his lessons from a varied career and from six years in retirement. He joins us from Malibu, California.



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Bio

Dennis Torres is a skilled, talented mediator, arbitrator and negotiator who is committed to serving the best interests of all parties. He has successfully settled and negotiated thousands of disputes and contracts throughout his professional career. More than 30 years of business experience enables Torres to quickly identify the key issues of any dispute, separate the conflict from the personalities and pragmatically work toward resolution. Additionally, he brings a high degree of integrity and creativity to the process, often being praised for his “out of the box” solutions.



A daily meditator since the mid 1970s, it is easy for Torres to remain centered, focused and neutral while being firmly committed to resolution. His style utilizes a full range of facilitative, evaluative, distributive and transformational methods as best suited for the individuals and the uniqueness of each challenge.



While varying the process to fit the parties and the dispute, typically he will first caucus with counsel for both sides, followed by a joint session with all parties, then individual caucuses with each disputant and their attorney. His success rate is among the highest in the industry and his solutions among the most satisfying.



Torres received his formal training in dispute resolution from Pepperdine University’s School of Law, Straus Institute for Dispute Resolution, which is rated number one in the country.  He has both a Master’s Degree in Dispute Resolution and a Professional Graduate Certificate in Dispute Resolution. Additionally, he is a graduate of The Fashion Institute of Technology, New York where he earned a degree in industrial engineering.  He also studied law at LaSalle University before being assigned duty with the United States Air Force in Vietnam. In 2006, he completed the PON at Harvard Law School.



In addition to his private practice, Torres served as an adjunct professor of negotiation and dispute resolution for Pepperdine University and as a mediator for the Center for Conflict Resolution (CCR), the California Academy of Mediation Professionals (CAMP), the Arbitration, Mediation & Conciliation Center (AMCC), the State of California Superior Court in Ventura County and Los Angeles County, and the Courts of Malibu, Santa Monica and Van Nuys, and as both a mediator and arbitrator for the National Association of Securities Dealers (NASD). He had been professionally associated with Pepperdine University util his retirement.



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For More on Dennis Torres



Website



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Retire Smarter:



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Podcast Episodes You May Like



The Power of Saying No - Vanessa Patrick, PhD



Life After Work – Brian Feutz



Purpose Driven Retirement – Jet Vertz



Independence Day – Steve Lopez



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Retiring?  Check out our recommended Best Books on Retirement with short...

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Lawrence Kosick, Co-founder and President of GetSetUp, joins us to discuss how you can bolster your retirement years with lifelong learning. Follow your curiosity and learn new things in the new year ahead. There's a multitude of options such as Photography, Cooking, Technology, Music, Travel or Health & Fitness. Pick up some new skills, new interests, hobbies and you may also make some new friends along the way.



Lawrence Kosick joins us from California.



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Bio

Lawrence Kosick is the Co-Founder & President of GetSetUp, an online community of people who want to learn new skills, connect with others and unlock new life experiences in an interactive learning environment specifically designed for older adults.



Lawrence was born and raised in Vancouver, Canada where, as a child, Lawrence’s father founded a non-profit assisted living facility for older adults. Lawrence grew up spending nights and weekends visiting the facility and was amazed by the wisdom of the residents who had so much more to give.



Before co-founding GetSetUp, Lawrence oversaw Business Development and Partnerships for IFTTT, an IoT Connectivity Platform. He also led Sight Machine’s Asian Pacific business operations and was VP of Global Partnerships at Yahoo during its early years. Lawrence has been pleased to team up with his long-time friend and co-founder Neil, to create a learning platform for older adults that allows him to continue the work his father started so many years ago. Lawrence is an avid cyclist and trail runner, so it is no surprise that the two co-founders met on the trail and continue to trade ideas that power the mission of GetSetUp and enhance the lives of today’s older adults.



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For More on Lawrence Kosic



GetSetUp



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Podcast Episodes You May Like



Tiny Habits Can Lead to Big Changes – BJ Fogg



Best Of – Lifelong Learning



Learning is a Lifetime Sport – Tom Vanderbilt



Lifelong Learning – Michelle Weise



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Retire Smarter. Don’t Miss Out on Our Podcast Conversations.



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Wise Quotes



On Lifelong Learning







"It's a great question, and it's not as if all of our learners on GetSetUp actually identify as lifelong learners. We've found that if you ask that question to a female audience, they more often will say, Yes, I do identify as a lifelong learner. More of our men actually do not actually identify with that phrase. But the concept in general, I'm a big believer in. Life changes, technology changes, our circumstances change, and what are we doing to keep up with that? So there's a shelf life to the things we learn, to the products that we use, to the services that we use. We have to keep learning and evolving to make sure that we're getting the best out of life. And I think that just comes from making a habit of wanting and needing to learn new things."



 







On Learning from Guides





"And we just thought, wouldn't it be wonderful if we could both re-skill and upskill folks my age and older to teach these things, but also at the same time create a learning opportunity for those who were trying to understand. So an economic opportunity on one side and a learning opportunity on the other. And the wonderful byproduct of that was there was just a comfort level whe...