The Retirement Wisdom Podcast

Today’s Building Blocks: Lifelong Learning & Fun  – Are you ready to age adventurously?  If you’re making plans to travel this year, why not combine it with a learning adventure? Road Scholar is a not-for-profit organization providing educational travel programs primarily geared toward older adults with an impressive range of options to explore the world. Kelsey Knoedler Perri and Kerry Bennett join us to discuss how Road Scholar can help you combine travel, learning and fun in 2024. _________________________ Retiring? See our Best Books on Retirement _________________________ Bios Kelsey Knoedler Perri is the Public Relations Director at Road Scholar, the nonprofit world leader in educational travel for older adults. She has worked in travel and tourism throughout her career and has been with Road Scholar since 2016. There she has developed her skills in and knowledge of communicating with and marketing to adults over 50 who #AgeAdventurously. She has special expertise in digital communications, social media, and public relations. She holds an MFA in creative writing and lives in Providence, Rhode Island. Kerry Bennett is a retired marketing professional from Northern Arizona University who lives in Flagstaff, AZ. Since retiring, she has become an avid traveler, volunteer, and lifelong learner. She has been on seven learning adventures around the world with Road Scholar, including her most recent: a service program on Chincoteague Island, Virginia. She also volunteers for Road Scholar as an Ambassador, helping spread the word about the organization’s mission through in-person presentations and events. __________________________ For More on Road Scholar Website ___________________________ Mentioned in this Podcast Episode Live Life in Crescendo – Cynthia Covey Haller ___________________________ Podcast Episodes You May Like Learning is a Lifetime Sport – Tom Vanderbilt The Power of Fun – Catherine Price Lifelong Learning – Michelle Weise The Fun Habit – Mike Rucker, PhD _________________________ Wise Quotes On Learning Adventures “Our mission always has been and always will be education. So everything we do is about learning. But now our programs are more a mix of classroom learning and experiential learning. So not just lectures in a lecture hall, you’re staying in a hotel room, you’re not staying in a dorm anymore, which is nice. And so we’ve evolved into being more of an educational travel organization…When you travel with Road Scholar, you’re really getting what you pay for and you’re going to be there to learn. You’re not there to sit on a beach and read a book or to go shopping. You’re there to learn. And that’s really what it comes down to. But we also offer financial aid. We offer caregiver grants for full-time, family caregivers. We have a scholarship for retired educators. So that’s also part of our whole nonprofit thing.” On Solo Travelers “30% of our travelers each year go solo. We have seen that trending upwards. We’ve seen more solo travelers in general over the past 10 years and 80% of those solo travelers are women.  [We] see a mix of couples, solo travelers, friends who are traveling with other friends, siblings traveling together, parents with their adult children, also people who came as solo travelers on a pass trip and then they met somebody on a trip and then they went a trip together again.And I started to hear more anecdotally that there were a lot of married women who were traveling with us without their husbands. And I just thought that was really interesting. So I want[ed] to get down to some actual data on that. So I did a study and we looked at both data that we had in our system as well as doing a survey. And what we found was that at least 60% of our solo travelers are married people who travel without their spouse on World Scholar programs. I was really surprised by that. It was more than even I expected. And so we surveyed them and the number one reason that they said that they travel without their spouse is because their spouse is just not interested in travel. So that’s really interesting. So I think what we’re seeing as far as a trend is these married folks traveling solo, we’re definitely seeing more interest from women to travel in general, but also to travel solo.”   On Intergenerational Trips   “We’ve been doing our intergenerational program since 1985, so I think we were kind of a little ahead of our time. Family travel is popular where you’re traveling with kids and parents, maybe even grandparents. But our grandparent and grandchild programs I think are what’s really unique that sometimes in the industry is called referred to as Skip Gen. And so those are just really special. When I first started working at Road Scholar, I was like, that is the coolest thing ever. I come from a family of 14 grandkids on each side of my family and I never really had a one-on-one experience, especially travel experience with my grandparents. And I just think that would’ve been just the coolest thing ever to be able to share something like that with just my grandparents. So what we’re seeing as far as they’ve definitely become more popular over the past 10 years. We’ve been seeing the interest increasing over the past 10 years and they’re really special experiences. It’s about 10% of what we offer, but when we have 80 to 100. 000 travelers a year, 10% is still a lot.” _________________________ 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 their next life. A meaningful retirement doesn’t just happen by accident. 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.

Today’s Building Block: Work (yes, work…) What makes transitions so hard to navigate?  Herminia Ibarra, a thought leader on leadership and career development and author of Working Identity, shares her insights on creating new options as you prepare for your transition to retirement. Herminia Ibarra joins us from London. ________________________ Comments? Leave a voice message here _________________________ Bio Herminia Ibarra is the Charles Handy Professor of Organisational Behaviour at London Business School. Prior to joining LBS, she served on the INSEAD and Harvard Business School faculties. An authority on leadership and career development, Thinkers 50 ranks Herminia among the top management thinkers in the world. She is a member of the World Economic Forum’s Expert Network, a judge for the Financial Times Business Book of the Year Award, a Fellow of the British Academy, and the 2018 recipient of the Academy of Management’s Scholar-Practitioner Award for her research’s contribution to management practice. Herminia is a member of the London Business School governing body. She chaired the Harvard Business School Visiting Committee, which reports to the university’s board of overseers, from 2012 to 2016, having been a member since 2009, and served on the INSEAD board of directors. A native of Cuba, Herminia received her MA and PhD from Yale University, where she was a National Science Fellow. — A second and updated edition of her groundbreaking book Working Identity was recently published by Harvard Business Review Press. Whether as a daydream or a spoken desire, nearly all of us have entertained the notion of reinventing ourselves. Feeling unfulfilled, burned out, or just plain unhappy with what we’re doing, we long to make that leap into the unknown. In this powerful book, Herminia presents a new model for career reinvention that flies in the face of everything we’ve learned from ‘career experts’. While common wisdom holds that we must first know what we want to do before we can act, Ibarra argues that this advice is backward. Knowing, she says, is the result of doing and experimenting. Based on her in-depth research on professionals and managers in transition, Ibarra outlines an active process of career reinvention that leverages three ways of ‘working identity’: experimenting with new professional activities, interacting in new networks of people, and making sense of what is happening to us in light of emerging possibilities. Through engrossing stories, Ibarra reveals a set of guidelines that all successful reinventions share. She explores specific ways that hopeful career changers of any background can. A call to the dreamer in each of us, Working Identity explores the process for crafting a more fulfilling future. ________________________ For More on Herminia Ibarra Website Working Identity by Herminia Ibarra Articles ________________________ Check out our Best Books on Retirement ________________________ Mentioned in This Podcast Episode The HBR Guide to Designing Your Retirement ________________________ Podcast Episodes You May Like The Portfolio Life – Christina Wallace  Are You Ready for The New Long Life? – Andrew Scott Retire Happy – Dr. Catherine Sanderson Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland _________________________ Wise Quotes  On Transitions “Transitions necessarily imply a loss of a sense of identity, a loss of something that has been meaningful and valuable. You’re moving away from someone you’ve been, but the future you isn’t clear yet, or the future destination or the next role isn’t clear yet. So you’re kind of hanging in limbo and that’s very uncomfortable. We live in a world in which certainty is valued, know who you are and the nature of this process and part of what makes it productive is questioning who you are, but that’s necessarily uncomfortable. So that’s number one. Number two is more specific, particularly today and particularly at mid-career and beyond. These transitions tend to be what I call in my academic jargon under-institutionalized. And what that means is they are not structured. It is not like an MBA job market. It is not like when you want to make partner in a law firm, you know what steps to take. The destination’s often unclear. You don’t know how long it’s going to take. Job search processes today are longer. Companies are taking longer to vet people. So it’s kind of open-ended, How long is it going to be? Where am I going? You’re not going through it necessarily with other people. So it’s hard to benchmark how am I doing? There’s lots of different steps you could take. So say you are an insurance executive and you want to be an entrepreneur to create a wine business. What are the steps? Well, it’s not fixed. It’s not like go to law school, join a firm. There’s lots of different pathways to that. So there’s a lot of uncertainty and ambiguity and openendedness in the process. And we as human beings struggle with that.” On New Options “The opportunity is that lots of paths open. Nobody is asking people to simply hang up the boots at age 65 and go play golf. Fewer people are doing a conventional retirement. That creates the challenge of choosing, crafting, and creating because you’re going to have to create your own. So often in our careers we get moved along by our occupation, our profession, our company. Now you have to invent your own. There’s lots of options open. Do you take on another role? Do you create a portfolio of roles? Do you work part of the time and save part of the time for leisure or do you stay, remain in working but more under your own control? There’s lots and lots of options open.” On Her Possible Selves Exercise “It’s called the Possible Selves exercise. And I think it is by far the most successful exercise I ever do with my students and participants. And it’s a very simple exercise. Anybody can try it at home. You take out a piece of paper or your iPad and you list as many ideas as you possibly can for who you might become in the future, including things you want, including things a lot about, including things that you maybe have a bit of curiosity about, including things you don’t want but are being thrown at you, including what other people want. But it really generates a portfolio. And there’s two ways in which that is helpful and interesting. The one is, it’s freeing. It allows you to be what we are as humans, divergent, not necessarily consistent, and it allows you to make the most out of the questions.” _________________________ 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 their next life. A meaningful retirement doesn’t just happen by accident. 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.  

Psychotherapist Kate Schroeder and mental health expert Nick Wignall discuss the emotional aspects of retirement. They explore the challenges of transition, the importance of personal identity and finding meaning, and strategies for emotional preparedness. The conversation dives into self-exploration, social connections, and self-awareness in retirement. They also discuss the concept of emotional intelligence and its role in regulating and expressing feelings. The podcast addresses the losses and emotional challenges retirees may face, such as anxiety and loneliness, and offers ways to enhance emotional intelligence in retirement through personal growth and social support.

  Retirement offers a great opportunity to reset. It opens up new possibilities with resources to do what you’ve always wanted to do. But how do you approach it?  Christina Wallace, author of The Portfolio Life, knows how business frameworks can be used to design the life you want. For example, you likely have a diversified financial portfolio. It’s time to build a diversified life. Christina Wallace joins us from Cambridge, Massachusetts. _________________________ Bio A self-described “human Venn diagram” Christina Wallace has crafted a career at the intersection of business, technology, and the arts. She is a Senior Lecturer in the Entrepreneurial Management Unit at Harvard Business School where she is co-course head for The Entrepreneurial Manager, teaches Launching Tech Ventures, and leads the MBA Startup Bootcamp immersion program. Her latest book, The Portfolio Life, was published by Hachette in 2023. Previously, Christina was vice president of growth at Bionic, an innovation consulting firm that builds startups inside large enterprises. Prior to joining Bionic, Christina founded BridgeUp: STEM, an edtech startup inside the American Museum of Natural History, was the founding director of Startup Institute New York, and the co-founder and CEO of venture-backed fashion company Quincy Apparel. She was also, very briefly, a management consultant with the Boston Consulting Group and began her career at the Metropolitan Opera. Christina holds undergraduate degrees in mathematics and theater studies from Emory University and an MBA from Harvard Business School. She is an active angel investor in early-stage tech startups as well as commercial theater productions on Broadway. She regularly speaks, writes, and consults on a wide range of topics, ranging from failure and resilience to corporate innovation, from K12 computer science education to her viral TED talk detailing her successful approach to hacking online dating. Mashable called her one of “44 Female Founders to Know” and Refinery29 named her one of the “Most Powerful Women in NYC Tech.” She has been featured in the Wall Street Journal, the Financial Times, Forbes, Inc, Fast Company, Quartz, Elle, and Marie Claire among others. Christina is the co-author of New To Big: How Companies Can Create Like Entrepreneurs, Invest Like VCs, and Install a Permanent Operating System for Growth (April 2019, Penguin Random House). She also hosted The Limit Does Not Exist, an iHeartRadio podcast about portfolio careers that published 125 episodes over three seasons, garnering over 2 million downloads.  ______________________ For More on Christina Wallace The Portfolio Life Website _______________________ Check out our brief summaries of the Best Books on Retirement ______________________ Podcast Episodes You May Like The Power of Reinvention – Joanne Lipman The Future You – Brian David Johnson A Tapas Life – Andy Robin _____________________ Wise Quotes Christina Wallace on a Portfolio Life in Retirement “I think retirement, certainly as I’ve seen it with my mother-in-law, my friends’ parents, as they’re all going through this transition, they’re not like leaving the world. They’re just leaving that one thing that has been their big focus and has been their identity crucially for a really long time. And so it can be hard in that transition because not only have you lost the routine of what do I do with my day, you’ve also lost the community of here’s who I talk to on a regular basis – and then you’ve lost this identity. How do I describe myself? Who am I when I get out of bed? And as terrifying as it is to go through that transition and losing all three things at the same time, it’s a huge opportunity because for so many people at that cusp of retirement, they’re thinking, I’m not dead yet. I’ve got a whole life ahead of me. I still have something to offer. And very likely, I saw a lot of things I’m really curious about that I haven’t had space for. So rather than replacing one thing for another, the opportunity here is to really think about your portfolio, literally like your financial portfolio, and you map out what do I need for this chapter?”   On Identity “So part of this work is before that decision to retire, right? It’s learning to separate your identity from your work and pulling up a level to say, Okay, who am I in any given room? What do I bring to the table? Am I a connector? Am I a storyteller? Am I someone who challenges the status quo? Am I someone who can read the room and can instantly notice when someone is feeling left out? And that shows up in how I am a leader, how I am a grandparent, how I volunteer in organizations. All of those things can be relevant to an identity. So doing that work before you quit, and then in that moment of that transition, that retirement experience, really thinking through what are all of the other translations of who I am in other spaces? What are other worlds, other rooms that want what I have to offer?” On Building a Personal Board of Directors “This is so crucial at each of these transition points, right? Your personal board of directors, as I described in the book, is having to stop thinking of that one mentor who’s going to give you all the answers, and instead, cultivate a portfolio of advisors, if you will, who each bring a specific thing, You go to one maybe for help on negotiating, you go to another who might be a super connector, they know everybody. They can help introduce you to different people. But you think through who’s that brain trust that I go to for advice? And as you go through transitions, one of my favorite things to advise is, is there someone new you need to bring into your brain trust to add a perspective that you might not be thinking through?” _______________________ 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. 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.        

Elizabeth Sherman, an expert in investing in health and wellness for retirement, discusses the benefits of investing in one's well-being for a secure retirement. The chapter explores personal journeys, setting achievable health goals, maintaining motivation, and the importance of getting started with small changes.

This podcast season explores the eight building blocks of a satisfying retirement, including finding a new purpose and crafting a Multipurpose Retirement. It emphasizes the importance of being multidimensional and investing time in areas of focus. The host highlights the benefits of iterating your way forward and introduces the concept of a multi-purpose retirement. They discuss the foundational curriculum of wellness, lifelong learning, relationships, and fun, as well as elective courses like service, creativity, work, and personal growth. The season aims to provide guidance on creating a fulfilling and purposeful retirement.

Retiring in 2024? Professor Glenn Frank shares insights on choice management for retirees, a financial review checklist for retirement, the role of emotions in investment decisions, and the benefits of hiring a financial advisor. Join the 6-session program to design your new life in retirement.

  Retiring? Check our recommendations on the Best Books About Retirement. _______________________ How can you prepare well for the transition to retirement? A retired couple chronicle their first year of retirement together in an excellent monthly column in The Wall Street Journal titled Retirement Rookies. They share the stories from Year One, with lessons learned and their observations on challenging issues we can all relate to. Stephen Kreider Yoder is an editor on The Wall Street Journal’s enterprise desk. Karen Kreider Yoder is a retired professor and K-5 teacher. They join us from San Francisco to talk with us about their rookie year in retirement together. ________________________ For More on Steven & Karen Kreider Yoder For Subscribers of The Wall Street Journal, you can read the collection of all of their pieces here: Retirement Rookies — If your not a WSJ subscriber, check The Retirement Wisdom LinkedIn Company Page (and follow us…) for free gift access to their 10 pieces here: Retirement Wisdom — On Their Cross Country Tandem Bike Adventure ________________________  Be Intentional  About Your Retirement Don’t wait until you’re asking What Now? Get ahead of the game. Take the first step today: Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th _______________________ Podcast Episodes You May Like An Artful Life – John P. Weiss Where to Retire – Silvia Ascarelli Independence Day – Steve Lopez The Vintage Years – Dr. Francine Toder ________________________ Wise Quotes On Slowing Down & Savoring Time “Savoring time and budgeting time, we both are definitely ones who budget our time. Much of that is because of the kind of work that we were doing, full-time work, managing full-time office work, as well as family and volunteering. You just have to really budget your time to make sure you can get everything done in the day or in the week. But now we have all this time on our hands, and so we’re actually practicing how to savor our time. And so we often remind each other, ‘No, no, no, we need to slow down.’ So we take Amtrak to travel across this country instead of flying. Or we remind each other. ‘Let’s arrive early at an event so we can have a chance to chat with people ahead of time. Or let’s spend a couple extra days with family instead of flying home quickly. Or let’s drive the slow route from Kansas to Iowa, taking the back roads and not going through any major cities and going on no major highways. Let’s try going the slow route.‘ So we’re kind of practicing how to slow down and savor life. So those are some things that we’re trying to do. It’s hard. It’s hard work.” On Identity in Retirement Steve: “Since kindergarten, we’ve had some sort of identity tied to this external determining force. But beyond that, I worked at The Wall Street Journal for 38 years and in journalism all that time, and it was such a determining force that stepping away from that left this vacuum. And in my own identity, I think we wrote in the article about how I have this notification that comes up on my phone right before 9:00 AM every Monday that reminds me to join the conference call for my group’s meeting at The Wall Street Journal, and I haven’t worked there for more than a year, and I somehow can’t turn that off. It reminds me there’s one little vestigial connection to my old identity as a journalist and the people that I worked with and the work that we did. It’s hard for me to separate from that. And I look around and I’m a little envious of other retirees who seem to have switched over into a new identity, whether that be grandparents or whether that be whatever their identity is.” Karen: “So I find that I still need a professional identity. And for 40 some years I was a teacher kindergarten through fifth grade, as well as being a teacher educator, teaching teachers at the university level. So I need to have that identity, but there are parts of it that I’m so glad I have let go. Just yesterday at church, two different people approached me and asked my opinion of some professional kinds of things, curriculum for children. One of them was asking about and for another, how to encourage more young people to come to San Francisco to work. So they both asked me to help them brainstorm how to sort of a plan of action. So I appreciated being asked my expertise, but I also was so thankful that they did not ask me to be on a committee because that is what I really do not miss at all the committee work. But the difference now is that I am, I’m choosing my own identity rather than having it be given to me in my job description. So one thing I’m doing now, I’m expanding my creative kind of an identity. I’m doing a lot of textile arts, and so in doing that, I’m expanding my identity to include that. So one cool thing about retirement is that we can develop our own job description and our own identity, and I think that everybody needs an identity and something that defines them, and in retirement it can be fluid, it can change, which is really wonderful.”   On Retirement & Freedom “I always thought retirement was like freedom. Freedom from work. I always loved my work, but there are things that I was irritated about. So I saw retirement as freedom from work life. But what I’ve found is that retired life, we still have every single part of life. You still have to consider your safety, finances, food, all of your relationships. What kind of a person are you ? Kind and charitable? Am I still being curious and learning new skills and information? All the travel that we do, it still fills our days and am I getting enough sleep and rest? So all these different aspects of life, we still have to consider it all. And it’s all part of retirement. And so retirement can be rich and varied. And at this point, I would never want to go back to the frenetic work life that I once had. This retired life is a good life, and that’s full and varied.” ________________________ 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.  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. Be intentional about your next phase. Design it. __________________________ 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. 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.

  What’s on your reading list?  Check out our interesting Books About Retirement. ________________________ Can four questions unlock the pathway to a great year for you in 2024? I’ve found these four simple questions to be powerful guides in planning clearly for the year ahead. Grab a pen, a blank sheet of paper, your favorite beverage ( but maybe not more than one…) and take 30 minutes in a place where you won’t be distracted, Capture your bullet point thoughts and see what emerges for you. More – What do you want to do more of next year? Less – What do you want to dial back next year? Start – What new things do you want to start? Stop – What to you want to stop doing that’s holding you back? Now review your thoughts and create a one page Action Plan for 2024. Using Schedule Send, create and email to yourself quarterly or monthly to help keep you on track – and/or share your plan with someone who can be an acccountability partner for you. Want to share your list? Email me your list to be covered in a future podcast episode. ________________________ Podcast Episodes You May Like Tiny Habits Can Lead to Big Changes – BJ Fogg The Joy of Movement – Kelly McGonigal Design Your Life and Get Unstuck – Dave Evans The Mindful Body – Ellen Langer ________________________ Want to Start the New Year Right? Build the Right Habits – Fast Start program – Starts January 5th – 3 One Hour sessions Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th Take the first step. Sign up today! _________________________ About The Retirement Wisdom Podcast 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.  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. Be intentional about your next phase. Design it. ________________________________ 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. 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.  

Gary Poier, author of 'Make Retiring Easy', shares insights on creating a fulfilling retirement by considering various perspectives. He highlights the positive role of work, the importance of a clear vision and life purpose, and leaving a lasting legacy during retirement.