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 • 136 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 Pillars of a Successful Retirement - Scott Hanson

    The Four Pillars of a Successful Retirement - Scott Hanson

    What will you be retiring to?



    Don't just wing it. Design it.



    Join our next Design Your New Life in Retirement small group program starting on April 26th. There's one spot left...



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    What lessons learned can you glean from a top financial advisor who's helped many people successfully retire?



    Scott Hanson, of Allworth Financial, joins us to share his insights and discuss the Four Pillars you'll want to put in place to build the satisfying retirement you've earned.



    Scott Hanson joins us from California.



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    Bio

    Scott Hanson is a founding principal and Vice Chair at Allworth Financial.



    A nationally recognized financial expert, he’s been named to Barron’s list of the Top 100 Independent Wealth Advisors  in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide.



    For over 28 years, Scott has co-hosted Allworth Financial’s Money Matters, a call-in, financial topic radio program and podcast, making it one of the longest-running shows of its kind in America.



    A frequent guest columnist for several national financial publications, Scott is the author of Personal Decision Points: 7 Steps to Your Ideal Retirement Transition and Money Matters: Essential Tips & Tools for Building Financial Peace of Mind.



    In 2010, Scott was recognized as the Outstanding Philanthropist by the Association of Fundraising Professionals, California Capital Chapter, and has received the Distinguished Alumni Award from his alma mater, California State University, Chico. It 2021, he was recognized by Investment News as one of the 10 “Icons and Innovators” of the financial services industry nationwide.



    In 2019, Scott was the inspiration behind the founding of Allworth Kids, which has provided laptops, overnight kits, and financial assistance to over 200,000 foster kids to date.



    Scott and his wife Valerie reside in El Dorado Hills, CA and have four children.



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    For More on Scott Hanson



    Allworth Financial



    Allworth Financial’s  Money Matters



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    Podcast Episodes You May Like



    Life in Retirement: Expectations & Realities – Catherine Collinson



    Live Life in Crescendo – Cynthia Covey Haller



    Independence Day – Steve Lopez



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    Wise Quotes



    On Work as an Option





    "So I think it's really important that people get to a point where retirement's an option and where work is an option, not an obligation. When people get to that point where they have the financial independence, I think it changes their mindset and they can look at work a lot differently. They have other options available to them. And so for us, for financial advisors, it's really about getting to that point where you've got that independence where you can choose your own future."



    On Planning for Life After You Retire

    "A lot of people think 'Well, as soon as I retire, I'm going to get rid of all my responsibilities and just going to have all kinds of blank space and a blank canvas to build from.' That's not always a very healthy way to approach retirement. I'll never forget, years ago, I had a client, she was an executive, a CEO of a mid-size company with a couple of hundred employees, and she had done a nice job saving. She'd come in and we'd talk about her retirement preparedness. So we're having the same conversation again - our annual review. And I said to her 'Stacy, let's assume you're retired today. Tell me what your next few weeks look like. How are you spending your time?

    • 24 min
    Good Grandpa - Ted Page

    Good Grandpa - Ted Page

    What are you retiring to? Don’t drift into it.



    Design it.



    Join us in the next Design Your New Life in Retirement group program starting April 26th.



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    I've just completed my second year as a grandfather. Like anyone finishing their sophomore year, I know twice as much as I did a year ago, but still have a lot to learn. In my quest to learn more, I came across this article in the New York Times - How to be a Better Grandfather - and discovered Ted Page. When he became a grandfather at 55, he looked online for guidance and discovered - well, not much. So he created the website and blog Good Grandpa. Ted's writing a book that's coming out next year sharing stories and wisdom from grandfathers on the #1 thing they've learned that will help nurture the next generation.



    Ted Page joins us from Massachusettts.



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    Bio

    Ted Page is the creator and editor of Good Grandpa.



    Ted Page is a storyteller, performer and marketing executive. His non-fiction stories have appeared in Boston Magazine and the Boston Sunday Globe Magazine, and his book of true family stories, The Willoughby Chronicles, was published by 3 Swallys Press in 2017. Ted is a Co-Founder of Captains of Industry, a leading boutique marketing consultancy based in Boston. Ted won a Telly award for The Institute for Back-up Trauma, starring John Cleese—who looks stunning in a red dress. Ted and his colleagues at Captains of Industry created The Climate Declaration for CERES, which was signed by over 1,700 corporations globally including Apple, Nike, Starbucks, GM and Levis. Ted lives outside Boston with his wife, Nancy, who continues to put up with him after 35 years. They have two children and four grandchildren.



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    For More on Ted Page



    GoodGrandpa.com



    What's the #1 thing you've learned that can  help the next generation? Contact Ted Page: ted@goodgrandpa.com



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    Mentioned in This Episode



    The Parrot Sketch



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    Podcast Episodes You May Like



    The Long Distance Grandparent – Kerry Byrne PhD



    The Mindful Grandparent – Dr. Shirley Showalter



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    Wise Quotes



    On the Next Generation





    "The mission of the blog is to nurture the next great generation. So I'm a Boomer, sort of at the tail end of the Baby Boomers, born in 1959. And for us, we always just kind of looked up to our parents as what Tom Brokaw had dubbed the Greatest Generation. He wrote this terrific book, The Greatest Generation, and that's very understandable. They won World War II, they survived The Great Depression. They were great. They were fantastic. And I revered my father and mother. I revered the one grandfather that I knew. But when I saw these little kids starting to appear on the scene, our grandkids, I thought: What if they're going to be the greatest generation of all time? And what can we do to help them become the greatest generation, not just here in the United States, but around the world. We have tools that our parents didn't have."



    On Continuous Learning



    "But then of course, I said, Well, John, let me tell you what I'm up to. I'm writing a book and I'm gathering wisdom from elders and asking everyone what the number 1 piece of wisdom is - and he just jumped in and he said, 'Well, that's easy. I'll tell you.' And I'm like: Great! Mr. John Cleese, one of the greats, is going to share his number one thing. And he said: 'It's more important to find the truth that it is to know the truth.' And when I asked him to unpack that a little bit, he said, well, Newtonian mathematics and physics was accepted without q...

    • 39 min
    Will You Flourish or Languish? - Dr. Corey Keyes

    Will You Flourish or Languish? - Dr. Corey Keyes

    Don’t drift into your retirement. Design it.



    Join us in the next Design Your New Life in Retirement group program starting April 26.



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    Today's Building Block: Wellness



    What will your life in retirement really be like? Will you flourish or languish? Our guest today is Corey Keyes, a renowned expert and author of the groundbreaking book Languishing: How to Feel Alive Again in a World That Wears Us Down. Corey explains what languishing is and the five essential "vitamins" for flourishing, derived from extensive research, offering practical strategies to improve well-being.



    Corey Keyes joins us from North Carolina.



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    Bio















    Corey Keyes is professor emeritus of Sociology at Emory University in Atlanta, GA where he held the Winship Distinguished Research Professorship. He was a member of the prestigious MacArthur Foundation Research Network on Successful Aging. He has been called on to participate in several U.S. National Academies of Science initiatives – “The Future of Human Healthspan” and improving national statistics to measure recovery from mental illness. His research introduced the concepts of social well-being, flourishing, languishing, the two continua model of mental health and illness, and his work is being used to prevent mental illness via the promotion of positive (flourishing) mental health. He has been selected to give several honorary lectureships, including the Dorosin Memorial Lecture for the National College Health Association, The Chesley Lecture on Aging at Minnesota State University, and the Anita Spenser Lectureship in Clinical Behavioral Sciences at McMaster University.



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    For More on Corey Keyes



    Languishing: How to Feel Alive Again in a World That Wears Us Down





















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    Podcast Episodes You May Like



    The Mindful Body – Ellen Langer



    The Self-Healing Mind – Gregory Scott Brown, M.D.



    Chatter & Your Inner Voice – Ethan Kross



    The Power of Fun – Catherine Price









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    Wise Quotes













    On Flourishing and Languishing



    "....the good news is that flourishing is at its peak during what most of us would consider the first decade of retirement. So roughly between 60 to 74, it is at its peak and before you retire and throughout your adult working phase, it starts out pretty low in early to late twenties, but it's steadily increases and increases so that as you get settled into your career and become senior and established, you tend to on average leave your career on a high note. You're flourishing, but it gets better. And that's the point I want to make, that it's the first decade at least of retirement. People are doing really well on average. It's the problems that come with if we live long enough. And by that I mean roughly past the age of 75 plus and more and more of us are. We see a downturn in flourishing and an increase in languishing towards the end of life."



    On Activities That Promote Flourishing



    "... five of the activities stood out among people who were flourishing, who they did more of the following. They engaged in more forms of helping behavior. It might be volunteering, helping people, or even living your purpose. Go out there and help someone or help something in the world and make it better. The second vitamin, that flourishers did more of was that they connected, prioritizing warm, trusting relationships.

    • 36 min
    How Happy are Retirees? - Nate Miles

    How Happy are Retirees? - Nate Miles

    Don't drift into your retirement. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26.



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    Who knows more about whether or not you're ready to retire? Your financial advisor - or you? While you're diligently planning for your retirement and dreaming to retire happy, the retirement landscape keeps evolving around you. Let's take a look at what's happening in the world of retirement with Nate Miles of Allspring Global Investments. He joins us to the discuss key trends highlighted in their latest study on retirement, including happiness in retirement, retirement readiness, what retirees regret - and more.



    Nate Miles joins us from North Carolina.



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    Bio



    Nathaniel (Nate) Miles is head of Global Client Strategy at Allspring Global Investments. As the leader of this business, Nate leads a team of investment specialists centered on client-type expertise, which enables Allspring to be more relevant and impactful with clients. Client-type areas of expertise include Defined Contribution, Pension/LDI, Insurance, Liquidity, Foundations and Endowments, and Wealth. Nate joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from WisdomTree Asset Management, where he served as U.S. head of retirement solutions. In this capacity, he oversaw the creation and execution of marketing strategies and distribution for retirement business across all platforms. Prior to this, Nate worked as a managing director at State Street Global Advisors and as head of U.S. investment strategy with its defined contribution team, where he began his investment industry career in 2005. Nate earned a bachelor’s degree in economics and financial management with honors from Wilfrid Laurier University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston.



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    For More on Nate Miles 



    The 21st annual Allspring Global Investments Retirement Survey: A Clear Vision of Retirement



    Allspring Global Investments



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    Podcast Episodes You May Like



    Life in Retirement: Expectations & Realities – Catherine Collinson



    Retire Happy – Dr. Catherine Sanderson



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    Wise Quotes 



    On Happiness in Retirement







    "The one thing that we found out every year is our study says and relates how happy retirees are. So that wasn't new, but we are trying to get to the why. And one of the things we found this year for the first time was that on average retirees could have their spending decline by 25% before it significantly impacted their happiness. So that was a bigger number than I expected, but was corroborated by the fact that when we asked them about their spending on things like their needs, wants and wishes, that only tallied up about 64% of total income. So those numbers actually jive together and I think are a nice story and a nice finding from this study."



    On Retirement Readiness







    "Advisors ranked their clients as 40% of them being generally ready for retirement. Near retirees were down below 40%. So there was actually a positive spread. I would say advisors believed them to be a little more prepared, but retirees were up around 77%, so clearly much happier. So overall we had advisors at about 50% of their client base being ready for retirement versus a total population of 64%. But that's really broken down between those two groups where the retirees were much more confident than near retirees."



    On Regrets







    "It was a little bit harder to find regrets because our retirees tend t...

    • 17 min
    Unlock Positive Aging with Outdoor Adventure - Caroline Paul

    Unlock Positive Aging with Outdoor Adventure - Caroline Paul

    Looking for an active retirement? Design it with others.



    Join us in the next Design Your New Life in Retirement group program starting April 26.



    Today's Building Blocks: Fun and Wellness



    Spring is right around the corner and it’s a great time to explore new outdoor activities and re-energize your routines by trying something new. Caroline Paul’s newest book, Tough Broad: From Boogie Boarding to Wing Walking — How Outdoor Adventure Improves Our Lives As We Age, delves into the science and psychology of the outdoors - and our place in it as we age with real-life stories of women living it today.



    Caroline Paul joins us from San Francisco.



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    Bio

    Caroline Paul has always filled her life with adventure. Now 60, she expects this new stage of life to be every bit as invigorating and full of high adrenalin escapades as the last. But as she skateboards, paddles a SUP, or surfs in cold winter swell alongside many men her age, she sees fewer and fewer older women. Isn’t the outdoors a vital elixir? Shouldn’t adventure be something we pursue as we age?



    Caroline grew up in Connecticut, graduated from Stanford University and originally planned to be a documentary filmmaker. In her adult life, Caroline has been an extremely active athlete: she's not only been a white-water raft guide and a private pilot, but also has competed in the U.S. Nationals for the sport of Luge, mountain-biked in such places as China and Vietnam, flown her para-glider in Brazil, sea-kayaked in Alaska, and skied the back country of Denali and the Sierras. One of the first women to join the San Francisco Fire Department, Caroline wrote the book, "Fighting Fire", about her experiences as a firefighter; this book was published, to great acclaim, in 1998.



    Caroline is also the author of the New York Times bestseller "The Gutsy Girl: Escapades for Your Life of Epic Adventure" and "Lost Cat: A True Story of Love, Desperation, and GPS Technology", which has been translated into fifteen languages, the middle-grade book "You Are Mighty: A Guide to Changing the World", and the novel "East Wind, Rain". Her TED Talk, “To Raise Brave Girls, Encourage Adventure,” has been viewed over 2 million times. A longtime member of the Writers Grotto, she lives in San Francisco.



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    For More on Caroline Paul 



    Tough Broad: From Boogie Boarding to Wing Walking — How Outdoor Adventure Improves Our Lives As We Age



    carolinepaul.com



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    Podcast Episodes You May Like



    The Joy of Movement – Kelly McGonigal



    The Mindful Body – Ellen Langer



    Growing Old, Staying Rad – Steven Kotler



    The Power of Fun – Catherine Price



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    Mentioned in This Episode



    https://www.retirementwisdom.com/podcasts/breaking-the-age-code-dr-becca-levy/



    Caroline Paul on The Tim Ferris Show (2016)



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    Wise Quotes



    On Outdoor Adventure



    "Everything about outdoor adventure hits all the pillars that we need for fulfilling aging and - all in one fell swoop. So I realized during the research of this book that we need to have community as we age. We need to have purpose as we age. We need to have novelty. And of course there's health. And then the final one, which is lesser known, is the positive mindset about our own aging. And if you go outside you actually in one fell swoop hit all of those."



    On Awe



    "There was adrenaline, but that wasn't the actual experience. And what I found was that what I was experiencing was awe. And by the time I handed in my book in there had been other books about it,

    • 35 min
    The Balancing Act in Retirement - Stew Friedman

    The Balancing Act in Retirement - Stew Friedman

     



    Join us in our next Design Your New Life in Retirement group program.



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    Today's Building Block: Personal Growth



    If you're planning for retirement, you're well-versed in figuring out how to balance work and life. You may be tempted to think you won't need to worry about that once you retire. But not so fast. If you're planning an active retirement, you'll need to be thoughtful in balancing the different domains of life and creating harmony among them. Several practices from Stew Friedman's Total Leadership model can help you be  intentional about your next phase of life. Start with Stew Friedman's free tool at Total Leadership.org:

    Create Your Four Circles Picture

    Stew Friedman joins us from suburban Philadelphia.



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    Bio

    Stew Friedman, founder and CEO of Total Leadership, is an organizational psychologist at the Wharton School of the University of Pennsylvania, where he has been on the faculty since 1984.  He worked for five years in the mental health field before earning his PhD from the University of Michigan.  As founding director of The Wharton Leadership Program, in 1991 he initiated the required MBA and Undergraduate leadership courses.  He also founded Wharton’s Work/Life Integration Project in 1991.  Friedman has been recognized by the biennial Thinkers50 global ranking of management thinkers every cycle since 2011 and was honored with its 2015 Distinguished Achievement Award as the world’s foremost expert in the field of talent. He was listed among HR Magazine’s most influential thought leaders, chosen by Working Mother as one of America’s most influential men who have made life better for working parents, and presented with the Families and Work Institute’s Work Life Legacy Award.



    While on leave from Wharton for two-and-a-half years, Friedman ran a 50-person department as the senior executive for leadership development at Ford Motor Company. In partnership with the CEO, he launched a corporate-wide portfolio of initiatives designed to transform Ford’s culture; 2500+ managers per year participated.  Near the end of his tenure at Ford, an independent research group (ICEDR) said the LDC was a “global benchmark” for leadership development programs.  At Ford, he created Total Leadership, which has been a popular Wharton course since 2001 and is used by individuals and companies worldwide, including as a primary intervention in a multi-year study funded by the National Institutes of Health on improving the careers and lives of women in medicine and by 135,000+ students in Friedman’s first MOOC on Coursera.  Participants in this program complete an intensive series of challenging exercises that increase their leadership capacity, performance, and well-being in all parts of life, while working in high-involvement peer-to-peer coaching relationships.



    His research is widely cited, including among Harvard Business Review‘s “Ideas that Shaped Management,” and he has written two bestselling books, Total Leadership: Be a Better Leader, Have a Richer Life (2008) and Leading the Life You Want: Skills for Integrating Work and Life (2014), now being taught as a MOOC on Coursera. His third Harvard Business Press book was Parents Who Lead: The Leadership Approach You Need to Parent with Purpose, Fuel Your Career, and Create a Richer Life (2020). In 2024, The Wharton School Press published a new edition of his landmark study of two generations of Wharton students, Baby Bust, 10th Anniversary Edition: New Choices for Men and Women in Work and Family.  Work and Family – Allies or Enemies? (2000) was recognized by the Wall Street Journal as one of the field’s best books.  In Integrating Work and Life: The Wharton Resource Guide (1998) Stew edited the first collection of learning tools for building leadership skills for integrating work and life.

    • 44 min

Customer Reviews

4.7 out of 5
136 Ratings

136 Ratings

Amy Rasdal ,

Retirement Mindfulness

Rocking retirement requires thought and some hard decisions. Joe covers all the facets you didn’t even know you needed to consider. Don’t be afraid to set your path, don’t be afraid to change it and make sure you listen to the Retirement Wisdom Podcast along the way.

Bobby mcphil ,

New sound effect

Great pod cast. Your new, very loud sound effect is terrible.

Kelthebold ,

Diverse of thought

So many subjects that are outside of the conventional thought process of retirement really make this podcast a necessity in my search of knowledge in retirement planning. Some other podcasts that focus on the life side of retirement focus on you mentality. Although this podcast touches this subject, I find the balance of the subjects a bit more practical in application and has more of a focus towards understanding how things work. Great podcast.

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