68 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

    • How To
    • 4.7 • 38 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.

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

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

    Advances in science and technology are creating healthier and longer lives.

    Our guest today has referred to it as a Longevity Dividend. But increased longevity leads to many questions. How can you maintain health and fitness in this era of longevity? How does longevity affect your retirement planning, and how will you grow and protect your non-financial assets? How will you invest your extra years? And how can you experiment with new ways of living and working that are evolving?


    Andrew Scott, is the co-author of the new book The New Long Life with Lynda Gratton. In their first book, The 100-Year Life, they laid out the sweeping changes that longer lives are introducing that will lead individuals governments, educational institutions, and corporations to adapt in innovative ways.

    Their new book is a practical guide on how to navigate and thrive in an era of longer lives. They introduce a new framework for a multi-stage life, encompassing working longer (and differently), ageing well, cultivating good health and meaningful relationships.

    We discuss with Andrew:

    How we should be thinking about ageing in this era of longevity

    How a multi-stage life unfolds

    How people can create a new map of life - and get better at navigating transitions

    With lifelong learning becoming more important, what makes for a supportive learning environment

    The impact that technology and AI will have on longer lives

    How governments, educational systems and corporations need to change with longer lives

    How he sees intergenerational relationships evolving in the future

    What are we learning from COVID-19 that relates to longer lives - and what he's doing differently in the pandemic

    Andrew joins us from London.



    Andrew J Scott is Professor of Economics, former Deputy Dean at London Business School and Research Fellow at the Centre for Economic Policy Research.

     His research focuses on longevity, an ageing society, and fiscal policy and debt management and has been published widely in leading journals. His book with Lynda Gratton, The 100-Year Life, has been published in 15 languages, is an Amazon bestseller and was runner up in the FT/McKinsey Business Book of the Year Award 2016 and Japanese Business Book of the Year Award 2017. His recent 2020 book, The New Long Life, considers how the challenges and opportunities of social and technological ingenuity might shape a new age of longer lives.

    He was Managing Editor for the Royal Economic Society’s Economic Journal and Non-Executive Director for the UK’s Financial Services Authority 2009-2013. He has been an advisor on policy to a range of governments and government departments. He is currently on the advisory board of the UK’s Office for Budget Responsibility, the Cabinet Office Honours Committee (Science and Technology), co-founder of The Longevity Forum, a member of the UK government’s Longevity Council and the WEF council on Japan and a consulting scholar at Stanford University’s Center on Longevity.

    With a unique perspective as a global economist, professor, and government advisor, he draws upon a range of disciplines. His ground-breaking work on longevity, economics, and the value and effect technology and longevity combined, will have on the wider society, is shaped by his professional connections to academia, industry, social pioneers and policymakers around the world.

    Andrew previously held positions at Oxford University, London School of Economics and Harvard University. His MA is from Oxford, his M.Sc. from the London School of Economics and his D.Phil from Oxford University.


    Wise Quotes

    On the Longevity Dividend

    • 41 min
    What Can You Do to Age Better? – Anna Dixon

    What Can You Do to Age Better? – Anna Dixon


    Dr. Anna Dixon, CEO of the Centre for Ageing Better, joins our retirement podcast to discuss her new book, The Age of Ageing Better?: A Manifesto For Our Future. With an ageing population, governments and corporations have been slow to adapt, but there's a lot within our control when it comes to ageing well. 

    We discuss:

    The mission of UK's Centre for Ageing Better

    What actions governments and institutions can take to create a society that can age better

    The most common misperceptions about ageing

    What people can do to combat ‘day-to day’ ageism

    Why she writes of The Loneliness Myth

    Life lessons from the pandemic - what we should keep and let go of

    How we should be preparing for retirement today

    Her advice for those of us who want to age better

    Dr. Dixon joins us from London.



    Dr. Anna Dixon is Ageing Better's Chief Executive, leading the vision of creating a society where everyone enjoys a good later life.

    Anna has more than 15 years experience of working at the interface of research, policy, and practice. She has a successful track record of working at the highest levels of government to bring about positive change. Throughout her career, she has been committed to ensuring the voice and needs of the citizen are at the heart of her work.

    Anna joined Ageing Better in September 2015 and has taken it from start-up to become an established organisation.

    Prior to joining Ageing Better, Anna was Director of Strategy and Chief Analyst at the Department of Health from 2013-2015. She has also held positions at The King’s Fund, the London School of Economics and Political Science, the Department of Health and the European Observatory on Health Systems and Policies.

    In 2005-6 she was awarded a Harkness Fellowship in Health Policy by the Commonwealth Fund of New York. She has a PhD in Social Policy from the London School of Economics and Political Science.


    Wise Quotes

    On Ageing Populations

    "This age shift that I describe with many more of us living longer, and effectively the face of the population changing, with this many more older people. And it does mean redesigning work so that people can stay in work for much longer. It means both adapting our current homes, but also making sure that as we build new homes for the future, that we design them so that they're fit for an aging population. They remain good places to live, even if we develop maybe dementia or mobility issues or different things that we might want to do or need in our later lives. So lots of actions, I suppose the key thing is just to say, it's action across all parts of society and it's action, both from national governments, but also from the private sector and the third sector."


    On Redesigning Retirement

    "If we're talking about a hundred-year life, the expectations that we get to a certain birthday and it's a time to hang up our boots. I think we do need to rethink [retirement] - and many people already are. People are transitioning differently, sometimes requesting part-time work to be able to get a different work-life balance. Many people who at least enjoy their work, and physically able to, are continuing to work. Obviously, other people are having to work out of necessity. Let's be clear, retirement savings are not what they were, the sort of pension, and Social Security. Certainly here in the UK is not very generous and people are having to continue to work to top up their income to maintain any sort of reasonable standard of living. So I think we need to get more realistic about a longer working life and the different sort of retirement rather than one in which we sort of from one day to the next stop ...

    • 28 min
    Are You in the Driver’s Seat? – Cindy Cox-Roman

    Are You in the Driver’s Seat? – Cindy Cox-Roman


    Our guest, Cindy Cox-Roman, a market researcher and gerontologist, joins our retirement podcast to share her perspective on the vital role of Personal Agency.

    Psychologist Albert Bandura defines personal agency as "the human capability to influence one's functioning and the course of events by one's actions." As you plan for your life in retirement, it's wise to include personal agency so you can be in the driver's seat of your retirement.

    I discuss with Cindy:

    How she became interested in Gerontology

    What themes are emerging in her research on people 50+

    What personal agency is - and why it's important

    How personal agency can change over the life course - and any gender differences she sees

    What influences agency

    How agency can be strengthened

    What she's learned about mindful aging - and her advice on aging mindfully

    Her new additional role with HelpAge USA

    Cindy joins us from Washington, DC.



    Cindy Cox-Roman is a market researcher, gerontologist, and founder of WIT Consulting LLC, a strategic research firm based in Washington, DC. She works with clients to bring the voice of older people to the design of products, services, and systems. As of October 1, Cindy became the Interim CEO of HelpAge USA, the only US nonprofit that is exclusively focused on the wellbeing and inclusion of older people in low- and middle-income countries.

    ​Earlier in her career, Cindy headed up the New York Custom Research practice of Yankelovich Partners, a social trend research firm studying the attitudes and opinions of the American public and business leaders. Before that, as a Vice-President at Y&R, she led the development of consumer insights and strategy for global advertising campaigns. She also helped establish the company’s first office in Budapest, Hungary, soon after the Berlin Wall came down in the early 1990s.

    Cindy holds a Bachelor’s degree from the School of Foreign Service at Georgetown University, and a Master’s degree in Gerontology from the University of Southern California. Recently she has been conducting independent research on older people and personal agency, or the idea of being in the driver’s seat of your life. She’s passionate about this topic and is here to talk more about it today.


    Wise Quotes

    On Uncertainty

    "And [the research] is a work in progress, but I'll share some themes that have come out, which are also supported by other academic research. And they're very clear and they're very compelling. A major theme is a disconnect between what we often hear about people in their fifties, sixties, seventies, et cetera - that this is the time when you really know yourself. You have life figured out. You have a lot of self-confidence. You see these quotes all the time in interviews with celebrities and things like that. And certainly, there can be a lot of that, but there is a disconnect between that and the reality that for a lot of people, this can be a time of great uncertainty and that's not talked about as much. So in the first research study that I did, I talked qualitatively to primarily women, but also some men about this time in their life.  And one thing I asked a typical research question: If there were three words to describe this time in your life, what would they be? And there was a wide variety of things, but one consistent theme made it clear that this is what I'd call an 'UN' time - because the words that people tended to consistently use to describe this time of the life were words like unpredictable, unsure, and unsettling. Part of it can be the political environment and the economic environment, et cetera. Those are all [key] things, but this was more about internal uncertainty and being unsettled.

    • 36 min
    Can Working Remotely Beat Ageism? – Kerry Hannon

    Can Working Remotely Beat Ageism? – Kerry Hannon

    2020 is changing life in many ways, including the way we work.  The trend toward working virtually was already well underway, but now remote work from home jobs may become more common going forward. Working virtually expands options for older workers who want to work longer, but with greater flexibility.

    Kerry Hannon joins our podcast to talk about her new book Great Pajama Jobs: Your Compete Guide to Working from Home. She notes how remote work from home jobs level the playing field by focusing attention on performance and productivity.

    I discuss with Kerry her views on:

    The benefits of working virtually for mature workers - and the upside for employers.

    If it's possible for people to redeploy their skills in new areas, while also shifting to remote work from home jobs.

    How someone knows if they’re a good fit for working virtually.

    How to be successful – and happy -  working virtually.

    How people working remotely should approach networking.

    What someone who wants to create ongoing remote work with their current company should do.

    What people should pay attention to in a job search targeting remote work from home jobs, beyond the technical skills a job requires.

    Kerry joins us from Washington, DC.



    Kerry is the best-selling and award-winning author of 14 books. Her latest book, Great Pajama Jobs: Your Compete Guide to Working from Home is now available. Never Too Old to Get Rich: The Entrepreneur’s Guide to Starting a Business Mid-Life, published by John Wiley & Sons, in 2019, and is a #1 bestseller on Amazon and was selected by The Washington Post for its Book-of-the-Month Club in September.

    Other best-selling and award-winning books penned by Kerry include: Money Confidence: Really Smart Financial Moves for Newly Single Women, Great Jobs for Everyone 50+: Finding Work That Keeps You Happy and Healthy . . . And Pays the Bills, Love Your Job: The New Rules for Career Happiness, Getting the Job You Want after 50, and What’s Next?: Finding Your Passion and Your Dream Job in Your Forties, Fifties and Beyond.

    She has spent more than three decades covering all aspects of careers, business and personal finance as a columnist, editor, and writer for the nation’s leading media companies.

    Kerry is currently an expert columnist and regular contributor to The New York Times, MarketWatch, Forbes, and is personal finance and entrepreneurship expert on the PBS website NextAvenue.org. Her areas of expertise include small business, personal finance, retirement, wealth management and career transition.

    She has appeared as a career and financial expert on The Dr. Phil Show, ABC, CBS,, CNBC, NBC Nightly News, NPR, Yahoo Finance and PBS.

    In addition to delivering practical advice for mid-life workers seeking to land rewarding jobs, find financial and personal rewards and ride the age wave of longevity with grace, a key passion for Kerry is helping and advising women on how to take charge of their own financial planning, at all stages of their lives, to prepare themselves for a financially secure future.

    Her earlier books include Suddenly Single: Money Skills for Divorcees and Widows and The 10-Minute Guide to Retirement for Women.

    Kerry is a former National Press Foundation Fellow, a former Fellow of the Columbia Journalism School and the Robert N. Butler Columbia Aging Center’s Age Boom Academy. She is also a former Metlife Foundation and New America Media Fellow on Aging.

    She has testified before Congress about the importance of older workers.

    Kerry graduated from Shady Side Academy in Pittsburgh, Pennsylvania, where she serves on the Board of Visitors. She received a bachelor’s degree from Duke University,

    • 33 min
    I’m Not Done. Are You? – Patti Temple Rocks

    I’m Not Done. Are You? – Patti Temple Rocks


    Ageism in the workplace is increasingly an obstacle to working longer. Patti Temple Rocks, author of I’m Not Done: It’s Time to Talk About Ageism in the Workplace, shares her story and why she's fighting for change. Her book offers a portrait of the costs of ageism and recommends solutions that CEOs and HR can implement.

    We discuss with Patti Temple Rocks:

    Why she's on a mission to combat ageism in the workplace

    When she first noticed ageism in the workplace

    The signs and subtle signals of ageism

    Why ageism is bad for business

    How companies benefit from a multigenerational workforce

    What CEOs and HR can do to create an inclusive culture with age diversity

    What she's learned for her personal journey

    How 5:45 AM Soul Cycle sessions helped in her transition

    Her advice for people who aren't done and want to work longer

    Patti joins us from Chicago.



    Patti Temple Rocks is the author of I’m Not Done: It’s Time to Talk About Ageism in the Workplace. Her book, an Amazon bestseller, was ranked as one of INC Magazine 9 Books Every Professional Should Read in 2019 and Kirkus described her book as a “compelling argument and a spirited call to action against workplace age discrimination.” Patti is also a Forbes contributor and public speaker.

    In close to four decades in the communications business, Patti has held senior leadership positions in four different areas of the industry: PR, Advertising Corporate, and Start-up. Patti is known as an inspirational leader, innovative thinker, problem-solver, growth driver, passionate brand steward, and both an agent for change and a counselor during that change.

    Patti was the Managing Director for the Chicago office of IPG Public Relations agency, Golin, and led the agency to consistent growth, while providing counsel and ideas to clients including McDonald’s, Walmart, Humana, Tylenol, Unilever, Discover, Dow, and ConAgra. As the Chief Reputation Officer at Leo Burnett, Patti sat on of the agency’s Global Leadership Council, where she provided global strategic leadership of communications, and experienced first-hand the seismic shifts that were happening within the ad industry. While Chief Brand and Reputation Officer for Dow Chemical, Patti was the principal architect behind the company’s “Human Element” campaign, an award-winning rebranding effort that lifted Dow’s reputation scores by the most significant margin in its history. And as Founder of Temple•Rocks Communications in the 90s, she learned how to serve a wide variety of smaller clients while simultaneously getting married, giving birth, making cold calls, fixing copy machines, and built a successful start-up agency along the way.

    Most recently, proving that she truly wasn’t done, Patti rejoined the creative agency world. In April of 2019, she accepted a role as Senior Partner ICF Next (formerly Olson Engage) where they utilize her “Wisdom, Experience & Connections” (Chapter 6 in her book) as she leads Client Impact across their combined advertising and PR group, Brand Engage.

    Patti, an avid traveler who never says no to a travel opportunity and a lifelong Cubs fan, is most proud to be mother to Jake, step-mom to Eric and Danielle, and “Gigi” to five-year-old twins, Liam and Teagan. She lives in the Chicago suburb of Geneva, with her husband Bob and her two golden retrievers, Rose and Rizzo.


    Wise Quotes

    On First Noticing Ageism

    "And so I started to realize that there was a code language that maybe I didn't fully understand. And so from that moment on, I just think I became acutely aware of some of this behavior that exhibits in workplaces because there is just this unchecked assumption that people reach a certain age a...

    • 33 min
    A Second Act after The Law – Mark Shaiken

    A Second Act after The Law – Mark Shaiken

    What's life in retirement like for a retired lawyer? And what does a career change for lawyers look like after years in practice? In this episode of our retirement podcast, we talk with retired attorney Mark Shaiken, about his book And... Just Like That: Essays on a life before, during, and after the law, about his story and his advice on second careers for lawyers (and non-lawyers as well).

    We talk with Mark about:

    How he decided to become a lawyer

    His replacement word for retirement - and what his afterlife is like as a retired lawyer

    What his transition to retirement was like

    How a teacher may have put his interest in art on hold - and what it's like working in a creative field today

    What he's learned about himself in his life as a retired lawyer

    How lawyers can use their skill-set in other ways in second careers for lawyers

    His advice for those considering a career change for lawyers - or a career change or non-lawyers as well.

    Mark joins us from Denver, Colorado.



    Forty-one years in the law and then one day, no more law, just like that.

    After retirement, Mark Shaiken authored: And... Just Like That: Essays on a life before, during, and after the law.

    Mark is a survivor of a decades-long career in the corporate bankruptcy trenches. He sat for 10 years on his law firm’s board of directors and was a member of its strategic planning committee. He holds his B.A. from Haverford College and received his J.D. from Washburn University. He is a graduate of the Colorado Business Committee for the Arts’ Leadership Arts program. He holds seats on Art Boards, sits on Habitat for Humanity, Metro Denver’s audit and finance committee, and is a member of the Downtown Denver Partnership’s Mobility and Housing Councils. He now measures his life by what he gives and enjoys that immensely. Mark has now started his next book “Fresh Start,” a bankruptcy novel.


    Wise Quotes

    On Transitioning to Retirement

    "I think that I am correct that lawyers go through this process of why did I become a lawyer? Was this really the thing I should have done perhaps more than other professions? Because I think I hit a chord that resonated with the readers about that path. And I sure spend an awful lot of time during my career, trying to think of other things to do, maybe dreaming of other things to do, and certainly negotiating with myself as to how much longer I would hang on as an attorney. But I finally found my path out and I took it. And now I'm in the not-for-profit world where I feel like I get to ask every day at the end of the day, what I gave and I'm, I enjoy that immensely. That's quite different than what you find in the law firm world, where you, you tend to be measuring your career by what you get. And I certainly did some of that during my career, but now I get to measure my life by what I'm giving. And that makes me really happy."


    On the Non-linearity of Life 


    "I don't think there's much about life that's linear - even if it's somebody that's always known what they wanted to do. And then, [once you decide to do something different] there's nothing about life that's linear, which makes it kind of interesting. The ups and the downs can be scary, but that's what living on Planet Earth is. So nothing that I have ever done has been linear, including in this afterlife. I've learned a lot of things, post my law career, but I didn't know about myself. That makes even what I'm doing now, not particularly linear, but I'm used to that at this point. And so it doesn't scare me as much as it might have when I was, you know, 25 or 30."


    • 28 min

Customer Reviews

4.7 out of 5
38 Ratings

38 Ratings

ToT14223 ,

Great guests & interviews

Joe & Dennis consistently deliver outstanding and informative interviews. Great job!

Idea Girl 32871 ,

If you only listen to one retirement podcast, make this it

If you’re eager to get wise about retirement, you’ve come to the right place. Not only are cohosts Joe Casey and Denis Wuestman knowledgeable guides/coaches, they are excellent interviewers who put their guests center stage and give them ample time to share their wisdom.

Guests include authors, speakers and other thought leaders who are shaping the way we live and work in our 50s and beyond.

You’ll not only get practical advice and actionable tips, you’ll enjoy real-life stories from individuals who are making the most of their lives.

I’ve listened to every episode and am much better prepared for retirement as a result. I bet you will be, too!

elisa3548 ,


This podcast has so much more to offer than just retirement wisdom! The hosts and their guests give so much wonderful life advice applicable to many generations. That being said, anyone can and should plan for retirement, no matter what age.

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