Podcast
The Retirement Wisdom Podcast
Hosted by Retirement Wisdom · EN
Retire Smarter
29episodes
Episodes
Newest firstAll episodes
Two Grannies on the Road – Beth Sobiloff & Marcia Rothwell
2w ago00:29:52Tap to summarizeWhat’s in your backyard that you haven’t explored yet? And what if you decided to treat your own state like a foreign country? Beth Sobiloff and Marcia Rothwell, the co-hosts of Two Grannies on the Road, have set out to visit all 351 cities and towns in Massachusetts. They’re 121 towns in. Along the way, they’ve met second-act bakers, retired leaders turned magicians, mayors, alpaca farmers, and a man with the world’s largest collection of Back to the Future memorabilia. In this conversation, Beth and Marcia talk about why their world hasn’t shrunk in retirement, why trying and not liking something is still a win, how to spot the second act that’s already running quietly in the background of your own life, and what a real retirement curriculum might look like. If you’ve ever caught yourself drifting toward a smaller version of your life, this episode is a friendly nudge in the other direction. In this episode you’ll learn: How to discern a second act that’s right for you. How Beth turned an empty-nest into a 15-year creative project. Why abandoned hobbies offer clues for new pursuits. A template for novelty, social connection, and learning that costs almost nothing. Why presenting what you learn matters as much as learning it. And here’s are all 351 towns and cities in Massachusetts in minutes (by two Mass natives and one NY interloper) _______________________ For More on Beth Sobiloff & Marcia Rothman Two Grannies on the Road – You Tube Website ________________________ Wise Quotes On Experimenting “If you try something and you don’t like it, it’s not a failure. It’s okay. You eliminated one of the things you don’t like as much.” On the Curricuulm for Retirement “Go out, experience something, then come back and present it. That’s the curriculum.” On Inspiring Others “If you have a relative or a friend who is staying at home and not getting out, make an effort to help them do that.” __________________________ Retirement Podcast Conversations You May Also Love Make Your Next Years Your Best Years – Harry Agress, MD Grandmapreneur – Connie Inukai Grace in Motion – Susan Hartzler __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider 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.
Transcribe →Letting Go to Become Who You Truly Are – Deborah Santana
3w ago00:31:21Tap to summarizeThere’s a challenge that comes with being known for what you do. When you move on you now have to figure out who you truly are. Deborah Santana spent more than three decades inside one of the most recognizable partnerships in American music as COO of the New Santana Band, co-architect of the Milagro Foundation, and the steady, contemplative presence behind a global touring life with her ex-husband, the legendary musician Carlos Santana. At an age when most people are quietly winding down, she did the opposite: she walked away from a 34-year marriage, dismantled the identity she had built around someone else’s career, and started over. She earned a master’s degree in her 60s, founded a new nonprofit (Do A Little), wrote a second memoir (Loving the Fire: Choosing Me, Finding Freedom), and became a trustee of major cultural institutions. But this is not a celebrity interview. It’s an exploration of transitions and later-life reinvention. You’ll hear about her experience and the lessons she learned that may help you. She shares the foundational daily contemplative practice she built, the calendar block for herself disguised as “a meeting” she used to jump start her writing, and the people audit she did to illuminate who is toxic and who is the light in her life. Deborah describes how liberating it can be to be a beginner again, if you’re willing. I often say “You don’t stop growing just because you retire.” But, it’s not just a saying and Deborah’s story is an case study. If you’re ready to let go of your past and discover who you truly are now, this conversation is for you.   “When you have everything stripped away that you were known as, it is a wonderful opportunity to create exactly who you are.” — Deborah Santana   You’ll walk away with: A vocabulary for the identity work that retirement requires. And not just for the “what’s next” part, but also the words for the “who am I now” part. A useful framework (the Four C’s) for organizing life after a major transition. A replicable practice for protecting time for the work of “becoming” even when the people around you don’t quite yet understand what you’re doing. __________________________ Bio Deborah Santana is the author of Loving the Fire: Choosing Me, Finding Freedom, Space Between the Stars: My Journey to An Open Heart and the editor of the acclaimed anthology All the Women in My Family Sing. Her work has been featured by Vogue, Oprah, and NPR, among other national and literary outlets. She is the founder of the Do A Little Foundation, which supports women and girls in the areas of health, education, and happiness. Her work explores identity, social justice, spirituality, and the power of collective voice. She is mother to three artists: Salvador Santana, Stella Santana and Angelica Santana. She holds a Master of Arts in Philosophy and Religion with a Concentration in Women’s Spirituality. She is a leadership donor of the Smithsonian National Museum of African American History and Culture and a Lead Investor to the Courage Museum in San Francisco. _________________________ For More on Deborah Santana Loving the Fire: Choosing Me, Finding Freedom Website _________________________ Do You Know What You’ll Be Retiring To? It’s graduation season. Will you be graduatiing from full-time work soon? Join our 10-person Design Your New Life in Retirement Group starting in September. The Very Early Registration discount ends soon. Learn more and sign up today. ___________________________ Retirement Podcast Conversations You May Also Love Mattering…in Retirement – Jennifer Breheny Wallace Navigating the In-Between – Monique Rhodes What Matters Most – Diane Button _________________________ Wise Quotes On Loving the Fire “When there is fire, when there is struggle, if I continue to walk through and find courage and bravery, then I’m going to get to the other side and realize how much I’ve learned, how much I’ve grown.” On Expectations “I expect a miracle. I expect to see someone, meet them with a smile.” On Finding Your Self “There is a special reason why you’re here. So please find your authentic self, find your voice, know who you are, and go out and change the world.” ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider 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.
Transcribe →How to Flourish…in Retirement – Daniel Coyle
4w ago00:31:03Tap to summarizeMost of us were trained to win at the game of life, deliver the results and get the promotion. Then one day, we arrive at retirement and discover that the game we were trained for isn’t the one that actually produces a flourishing life. New York Times best-selling author Daniel Coyle, joins us to discuss his new book Flourish: The Art of Building Meaning, Joy, and Fulfillment. He unpacks what five years of studying thriving communities (a Michigan deli, a major league baseball team, and a Vermont town that keeps producing Olympians) revealed about how good lives are actually built. We discuss: Why flourishing is a team sport in an age of individualism The difference between task attention and relational attention, and why the switch matters Why visioning may be the most useful tool for people approaching retirement Why we should probe for retirement rather than plan for it Yellow doors, the rule of surprise, and the two questions Dan uses as a personal compass If you’re approaching a transition, or you’re in the bewildering middle of one, this is a conversation worth your time and reflection. _________________________ Bio Daniel Coyle is the New York Times best-selling author of nine books, including Flourish: The Art of Building Meaning, Joy, and Fulfillment, The Culture Code (which was named Best Business Book of the Year by Bloomberg & Business Insider), and the Talent Code. He is a contributing editor for Outside magazine, and has seved an advisor to many high-performing organizations including the Navy SEALS, Microsoft, Google and he also works as a special advisor to the Cleveland Guardians. Dan lives in Cleveland, Ohio during the school year and in Homer, Alaska, during the summer with his wife Jen, and their four daughters. ______________________________ For More on Daniel Coyle Flourish: The Art of Building Meaning, Joy, and Fulfillment Website ______________________________ Wise Quotes On Games versus Gardens “Life isn’t a game to win. It’s a garden to grow.” On Flourshing & Community “All flourishing is mutual. We only become our best selves through and with other people…Who do I feel most alive with? What am I helping to grow?” On the Value of No “If you can’t say no, your yes is worthless.” ___________________________ Retirement Podcast Conversations You’ll Also Love The Good Life – Marc Schulz, PhD Making & Keeping Friends…in Retirement – Janice McCabe Will You Flourish or Languish? – Corey Keyes ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider 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.
Transcribe →The Caregiving Trap…in Retirement – Pamela D. Wilson
Apr 2700:22:11Tap to summarizeRegistration for the September Designing Your New Life in Retirement is now open ________________________ Caregiving is one of the most common, and least discussed, forces that can completely reshape retirement. If you’re in your 50s or 60s, there’s a good chance you’ll either be a caregiver, or already are one. And yet, most people haven’t had the conversations, made the plans, or even considered what happens when a parent needs significant care. What starts as helping out… can quickly turn into something much bigger. And for many, it quietly begins to impact their time, their finances, their relationships—and ultimately, their own retirement plans. Today’s guest, Pamela D. Wilson, is a caregiving expert who has worked with families across the country navigating these exact challenges. In this conversation, we explore: Why caregiving situations become so complicated The early warning signs of burnout How family dynamics—especially among siblings—can make things harder And most importantly, how to approach caregiving in a way that protects both your parents—and your own future If you’ve ever wondered how to navigate this phase of life more thoughtfully, this is an essential conversation. ___________________________ Wise Quotes On Family Relationships “Family relationships with aging parents and siblings are complicated… caregivers are thinking about what they’re giving up, while parents are dealing with their own losses and mortality…An elderly parent’s care needs can totally derail a child’s retirement… and most people never think about that until it happens.” On Warning Signs “When you get to the point where you don’t have time to take care of yourself—that is a warning sign that something is off.” On Planning for Caregiving “If you want to make decisions about how you live your life when you are older… you have to start planning today.” __________________________ For More on Pamela D. Wilson Website The Caregiving Trap: Solutions for Life’s Unexpected Changes __________________________ Bio PAMELA D. WILSON is a caregiving expert, advocate, and speaker offering support to family caregivers and professional caregivers through her business of the same name. Since 1999, Pamela has been a business owner providing direct service to families, individuals, caregivers, health and care providers, attorneys, and financial planners in the areas of care management, care navigation, caregiving services, caregiver support, elder care, legal and financial appointments and estate administration. Throughout her caregiving career, Pamela has provided education and training, advocacy, and support for family and professional caregivers. Today caregiving education, training, advocacy, speaking, and caregiver support are the main focus of her business. As the result of the aging population and increase in need for family caregivers—nearly 4 in 10 Americans are caring for a loved one—it is critical that family caregivers are knowledgeable about options, plan for care, and advocate for care needs. The increase in diagnoses of chronic disease, dementia, and Alzheimer’s disease strains the ability of family members—many who became caregivers as the result of an unexpected crises— to provide daily support, navigate the care system, and to plan for future needs. Professionals in healthcare, care agencies, care communities, and in the legal, and financial professions have a similar desire to be knowledgeable and to serve as a resource for family caregivers. Due to the specialization required in these industries and the day to day job demands, it is difficult for professionals to advise beyond the specialties in which they operate. Pamela’s expertise in the industry since 1999 provides the opportunity for professionals working in the industry to expand knowledge beyond their day to day specialties through training and education programs offered by Pamela. Information, education, and support is offered through The Caring Generation Library®, through Pamela’s book, The Caregiving Trap: Solutions for Life’s Unexpected Changes, articles, podcasts, webinars, online support groups, speaking and training. She produced and hosted a radio program on 630 KHOW-AM in Denver called The Caring Generation®. Pamela continues to develop programming and education on topics to support family and professional caregivers. Pamela is a member of professional associations focusing on estate planning and elder care, financial and estate planning, caregiving, aging, and healthcare. Pamela’s work has been applauded within the caregiving community because she has walked in the same shoes, and experienced the same frustrations as the professional caregivers and family members she serves. When she was 35, Pamela lost her mother to cancer and her father died a few years later. Soon after her older brother passed away, and by the time she was 40—Pamela had lost fifty percent of her immediate family. Rather than view these challenging circumstances as a tragedy, Ms. Wilson viewed them as an inspiring catalyst to answer the call in her heart to serve and help other caregivers. __________________________ Retirement Podcast Conversations You May Love My Mother’s Money – Beth Pinsker Planning for Family Caregiving – Danielle Miura, CFP On My Way Back to You – Sarah Cart ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider 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.
Transcribe →The Grandparenting Blueprint – Richard Eyre (Part Two)
Apr 2300:27:15Tap to summarizePart Two is a solo conversation with Richard Eyre about the most personal project of his grandparenting work: the body of distilled life wisdom he has spent years developing for his 34 grandchildren — now published in the second half of The Grandparenting Blueprint. This conversation moves from the framework to the practice of how to translate a lifetime of learning into something children can actually carry with them. (Part One is here). This second part of the conversation opens with Richard’s vulnerability, sitting on a beach, feeling like a “spare tire” next to Linda’s natural grandmothering, and asking what role he wanted to play. What emerged was a question every thoughtful grandparent eventually confronts: What do I actually want to pass on? Richard’s answer became a multi-year project of identifying, refining, and teaching age-appropriate life lessons, first as “principles,” then as “tips,” and finally, when the branding breakthrough happened, as Secrets. Richard shares the Harvard Business School case study method he adapted for nine-year-olds, the silver-dollar memorization incentive (he calls it bribery; I’ll call it incentive compensation…), how his grandchildren became unedited co-authors earning royalties, and the moment he realized the one word he most wanted to embody as a grandfather was not teacher or advisor, but champion. For listeners who are approaching or are already in the grandparent years, particularly grandfathers, who Richard observes are often the ones quietly wrestling with questions of legacy, this conversation offers both a philosophical approach and a practical starting point. The closing challenge to write down 10 lessons from your own life is the kind of exercise that could reshape how you show up as grandparent for the next generation. _________________________ For More on Richard Eyre The Grandparenting Blueprint:How to Teach Your Grandchildren Life’s Most Important Lessons (Amazon) Also available from the publisher at the author’s price (40% off) https://familius.com/book/the-grandparenting-blueprint/ Use the coupon code EYREFRIEND at checkout Website Part One podcast conversation ________________________ Wise Quotes On Being a Champion “I think what the grandparent wants to do is champion them. I’m your biggest supporter. I’m your biggest fan. I want to know what you like to do. I want to understand what you’re good at and what you want to be good at. Every kid needs a champion — and that’s probably not going to be their parents. So maybe that should be their grandparent.” On the Case Study Method for Kids “Case studies are really just a story. Only you, and the grandchild in this case, are the main person in this story. And I’m not going to finish this story. You’re going to finish the story. So it’s just a great way to teach.” On Rebranding Principles as Secrets “They came across like lectures and the kids were like enduring them rather than embracing them. And so I retooled them. I rebranded them as secrets. And suddenly I had their attention and they really started to matter.” _______________________ Retirement Podcast Conversations You’ll Love Good Grandpa – Ted Page The Long Distance Grandparent – Kerry Byrne PhD All Grown Up – Celia Dodd _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider 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. __________________________  
Transcribe →The Grandparenting Blueprint – Linda & Richard Eyre (Part One)
Apr 2000:33:41Tap to summarizePart Two is here What does it mean to grandparent on purpose? For Richard and Linda Eyre, the answer has been decades in the making. The bestselling authors of Teaching Your Children Values have evolved with their family, from nine children to 34 grandchildren, and along the way have developed a philosophy of proactive grandparenting that mirrors what good leadership looks like at any stage of life. In this 1st of 2 conversations about Richard Eyre’s new book, The Grandparenting Blueprint:How to Teach Your Grandchildren Life’s Most Important Lessons, we discuss: Why grandparenting is where parenting was 50 years ago — a new frontier for intentional engagement The crucial mindset shift: from manager (the parent’s role) to consultant (the grandparent’s opportunity) Their TEAM framework — Trunk, Ear, Assembler, and Matcher — four roles every grandparent can play regardless of geography or circumstance Grammy Camp, one-on-one grandfather dates, and other practices that create genuine connection across generations The Five-Facet Review: a structured conversation with adult children that turns grandparents into informed, effective supporters How knowing your family roots builds resilience in children — and what research from 9/11 survivors revealed about the power of family stories The four types of grandparents — from disengaged to all-in, and why the all-in approach treats grandparenting like a second career Linda brings warmth, insights and creativity to the grandmothering side of the equation, such as music, art, storytelling, and the precious one-on-one moments that reveal what grandchildren are really thinking. Richard brings his Harvard MBA mindset (and toolkit) to the legacy-building and structured side of grandparenting, including how to give financial help without creating entitlement. This episode is a masterclass on how to cultivate meaningful relationships with intention. It’s a powerful reminder that grandparenting, like retirement itself, is far too important to leave to chance. Linda and Richard Eyre join us from Utah. _________________________ For More on Linda & Richard Eyre The Grandparenting Blueprint:How to Teach Your Grandchildren Life’s Most Important Lessons (Amazon) Also available from the publisher at the author’s price (40% off) https://familius.com/book/the-grandparenting-blueprint/ Use the coupon code EYREFRIEND at checkout Website Grandmothering: The Secrets to Making a Difference While Having the Time of Your Life – by Linda Eyre Online Grandparenting 101 Course _________________________ Bio Richard and Linda Eyre are among the most popular speakers in the world on parenting and families. Their clients and audiences range from The Young President’s Organization (YPO) and major corporations and associations to a wide array of school, civic, church and community groups. They find it remarkable and gratifying that in every one of the 50+ countries where they have presented, parents have similar hopes, dreams and worries about their children regardless of economic, religious, geographic, and cultural differences. The Eyres are authors of more than 50 books, most of which deal with work/family balance and parenting, and one of which, Teaching Your Children Values, became the only parenting book in more than fifty years to reach #1 on the New York Times bestseller list. In addition to their ongoing work with parents, their latest books are about grandparenting and “Life in Full” for Baby Boomers. Richard and Linda have been frequent guests on national network shows including Oprah, The Today Show, Prime Time Live, 60 Minutes, and Good Morning America; and they once did regular segments on the CBS Early Show. Their parenting website, ValuesParenting.com, provides ideas, guidance and creative programs for families throughout the world. But their most important production is their nine children (“one of every kind”) who, through the years, have helped formulate their ideas for books and speeches. The second generation Eyres and their spouses are an impressive bunch, all with university degrees from the likes of Wellesley, Harvard, Columbia, M.I.T., Stanford, and BYU and all having interrupted their university education to spend up to two years living abroad, studying, doing missionary work and providing humanitarian service. They are also doing their part to expand the importance of family through their own speaking, books, blogs, and websites, and they have presented Richard and Linda with 34 grandchildren. Beyond their speaking engagements, the Eyre’s favorite travel projects are humanitarian expeditions to places like Ethiopia, Kenya, Bolivia, India, Romania and Mexico, and the family’s Eyrealm Foundation focuses on assisting and strengthening third world families. Richard is a Harvard MBA, president of his own management consulting company (which worked with national political candidates and locally ran campaigns to build Symphony Hall, restore the Capitol Theater, expand the Salt Palace, extend the Central Utah Project and save the Hogle Zoo) and a nationally ranked senior tennis player. He was a mission president for his church in London and a former director of the White House Conference on Parents and Children as well as a candidate for Utah Governor. Linda is a teacher, musician, and co-founder of International JoySchools.com, an in-home, do-it-yourself co-op and program for teaching preschoolers the joys of life. Both Richard and Linda have served on numerous arts, university, and non-profit boards and do a radio show/podcast at BYUradio called Eyres on the Road that is now in its 14th annual season. _____________________________ Retirement Podcast Conversations You May Love Grandparents’ Day – Kerry Byrne & Ted Page The Mindful Grandparent – Dr. Shirley Showalter The Art of Relationships with Adult Children – Francine Toder, PhD ______________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his wo...
Transcribe →Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD
Apr 1300:31:41Tap to summarizeThe wellness industry has a problem, and Ezekiel Emanuel is one of the few people willing to call it out. In his new book, Eat Your Ice Cream: A Contrarian’s Guide to Living Longer, Healthier, and Happier, the bioethicist, oncologist, and former White House health advisor challenges both the influencers selling unproven supplements and the culture of wellness-as-self-punishment. In this episode, Emanuel makes a compelling research-backed case that the single most powerful determinant of health, longevity, and happiness is social connection, not sleep scores, protein intake, or VO2 max. Drawing on the Harvard Adult Development Study, the longitudinal study, going strong after 88 years, and other research worldwide, he explains why loneliness is biologically dangerous, and why doctors almost never ask about it. He also makes important points about retirement. When 40 hours of purposeful work becomes 40 hours of passive television, the brain pays a price. Emanuel argues that retirement requires deliberate design to replace the cognitive challenge, social contact, and structured schedule that work once provided. And he offers Ben Franklin, inventor of bifocals at 79, and still inventing at 81, as a model for what staying fully alive in later life actually looks like. Ezekiel Emanuel joins us from Washington, DC. ________________________ For More on Ezekiel Emanuel Eat Your Ice Cream: A Contrarian’s Guide to Living Longer, Healthier, and Happier Website ________________________ Bio Ezekiel J. Emanuel, MD, PhD, is the Vice Provost for Global Initiatives and the Diane v.S. Levy and Robert M. Levy University Professor. An oncologist and world leader in health policy and bioethics, he is a Special Advisor to the Director General of the World Health Organization, Senior Fellow at the Center for American Progress, and member of the Council on Foreign Relations. He was the founding chair of the Department of Bioethics at the National Institutes of Health and held that position until August 2011. From 2009 to 2011, he served as a Special Advisor on Health Policy to the Director of the Office of Management and Budget and National Economic Council. In this role, he was instrumental in drafting the Affordable Care Act. Dr. Emanuel is the most widely cited bioethicist in history. He has over 350 publications and has authored or edited 15 books. His recent publications include Which Country Has the World’s Best Health Care (2020), Prescription for the Future (2017), Reinventing American Health Care: How the Affordable Care Act Will Improve our Terribly Complex, Blatantly Unjust, Outrageously Expensive, Grossly Inefficient, Error Prone System (2014) and Brothers Emanuel: A Memoir of an American Family (2013). In 2008, he published Healthcare, Guaranteed: A Simple, Secure Solution for America, which included his own recommendations for health care reform.Dr. Emanuel regularly contributes to The New York Times, The Washington Post, The Wall Street Journal, and The Atlantic and often appears on BBC, NPR, CNN, MS NOW and other media outlets. He has received numerous awards, including election to the Institute of Medicine (IOM) of the National Academy of Science and awards from the American Academy of Arts and Sciences, the Association of American Physicians, and the Royal College of Medicine (UK). He has been named a Dan David Prize Laureate in Bioethics and is a recipient of the AMA-Burroughs Wellcome Leadership Award, the Public Service Award from the American Society of Clinical Oncology, the Lifetime Achievement Award from the American Society of Bioethics and Humanities, the Robert Wood Johnson Foundation David E. Rogers Award, the President’s Medal for Social Justice from Roosevelt University, and the John Mendelsohn Award from the MD Anderson Cancer Center, as well as honorary degrees from Icahn School of Medicine at Mount Sinai, Union Graduate College, the Medical College of Wisconsin, and Macalester College. Dr. Emanuel is a graduate of Amherst College. He holds a M.Sc. from Oxford University in Biochemistry and received his M.D. from Harvard Medical School and a Ph.D. in political philosophy from Harvard University. ________________________ Retirement Podcast Conversations You’ll Also Love   The Good Life – Marc Schulz, PhD Retiring: Creating a Life That Works for You – Teresa Amabile How Not to Age – Dr. Michael Greger _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider 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. __________________________ Wise Quotes On Wellness “Wellness should be about joie de vivre — about joy in life. It should not be only self-deprivation…Most of wellness is about don’t do stupid stuff — and most of it, we already know.” On Retirement “Most people when 40 hours of work drops out, 40 hours of TV comes in. Very passive. Not very intellectually challenging. That’s not retirement — that’s a slow decline…We don’t spend nearly enough time thinking about the brain part of retirement. Your brain is probably more important than your money.” On Willpower vs. Habits “If you have to use your willpower every time you do something, you can forget it. You have to make the wellness activity part of your habit. Doing it three to four times a week for about six weeks, that’s about what you need for a new activity to become ingrained.”  
Transcribe →How to Stay Sharp in Retirement – Dr. Majid Fotuhi
Apr 600:31:29Tap to summarizeWhat if cognitive decline in your 60s, 70s, and 80s is not inevitable — but largely a function of choices you’re making right now? What can you do to stay sharp in retirement? Dr. Majid Fotuhi is a neurologist, who teaches at Johns Hopkins University, and the author of The Invincible Brain: The Clinically Proven Plan to Age-Proof Your Brain and Stay Sharp for Life. He has spent decades studying the most malleable structure in the human brain, the hippocampus, and what he’s found challenges almost everything most people believe about aging and the mind. The brain can grow. New neurons can form at any age. The most powerful predictor of late-life cognitive health is not your genes — it’s your daily habits. And retirement, done the traditional way, is one of the most reliable accelerants of cognitive decline that exists. In this episode, Dr. Fotuhi walks us through his Five Pillars of Brain Health, the science of neuroplasticity, and what the research says about exercise, sleep, stress, nutrition, and brain training. He also shares one of the most remarkable patient stories of his career including a woman who arrived at his clinic in a wheelchair, seemingly destined for a nursing home, and left 12 weeks later looking for a new job. If there’s one conversation that makes the case for designing an active, engaged, and cognitively rich retirement life, this is it. _________________________ Bio Dr. Majid Fotuhi is a neurologist and neuroscientist who has spent more than three decades studying memory, aging, and Alzheimer’s disease. He trained at Harvard Medical School and Johns Hopkins University, where he later served on the faculty and taught neuroscience to students and physicians. Over the course of his career, Dr. Fotuhi has evaluated thousands of patients with memory concerns and has researched how lifestyle, medical health, and brain biology interact. His work focuses on a central question: why do some people remain mentally sharp into their 80s and 90s while others develop cognitive decline? To answer this, he developed a practical brain-health program that integrates exercise, nutrition, sleep, stress management, and cognitive training. His research and clinical experience led him to write The Invincible Brain, a guide designed to help readers strengthen memory, improve focus, and reduce their risk of dementia by building what he calls “brain reserve.” Dr. Fotuhi is also the founder of NeuroGrow Brain Fitness Center and frequently lectures to physicians, corporations, and community groups about preserving cognitive vitality across the lifespan. His goal is to shift the public conversation about aging—from fear of Alzheimer’s disease to proactive brain health. He lives in the Washington, DC area with his family and continues to teach, write, and develop educational programs that empower people to take an active role in protecting their brains. __________________________ For More on Majid Fotuhi The Invincible Brain: The Clinically Proven Plan to Age-Proof Your Brain and Stay Sharp for Life NeuroGrow Brain Fitness Center __________________________ Retirement Podcast Conversations You May Also Love Make Your Next Years Your Best Years – Harry Agress, MD Why Brains Need Friends – Ben Rein Breaking the Age Code – Dr. Becca Levy Why We Remember – Charan Ranganath ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider 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. ______________________________ Wise Quotes On Retirement and Your Brain “The idea that you retire and now you relax, you sit by the pool and just do crossword puzzles, is not a good idea. I view retirement as a new childhood. I think that as I’m in my 60s now, it’s like a new world. You can choose how busy you will be by the decisions you make. A mistake that people commonly make about retirement is to think that they just need to have enough money. What they don’t realize is the cognitive reserve — that’s the most important factor. Your brain is your biggest asset. And the good news is that you can keep on growing your brain reserve in your 70s and 80s. On Lifestyle vs. Genetics “Genetics play a strong role for early-onset Alzheimer’s disease. However, the most common form — late-onset Alzheimer’s disease — has a small genetic component. If you have a grandmother or parents who developed Alzheimer’s in their 80s, your risk may go from 2% to 4%. However, if you have poor lifestyle choices — diabetes, obesity, sedentary lifestyle, too much stress, lack of brain activity — your risk is 16-fold higher. Your 2% chance becomes a 32% chance. In summary, your lifestyle choices have a much stronger role in your cognitive function in late life than genetics do for late-life Alzheimer’s disease.” On the Power of Narrative “So much of what happens to our brain depends on the narrative that we have in our head about how things should happen. If you think you’re going to decline as you go into your sixties and seventies, you will. But if you have the narrative that, hey, I may be forgetting names a bit more often, but look at all the things I’m doing, look at how I’m impacting my community — there are two different narratives. If you have the negative narrative, you will get there. If you have a positive narrative, you will continue on that path.” On Exercise “Exercise is really the fountain of youth. I know people talk about it figuratively, but it really is the fountain of youth. If you could bot...
Transcribe →What Do You Want Out of Life…in Retirement ? – Valerie Tiberius
Mar 3000:24:23Tap to summarizeRetirement triggers one of the most profound re-evaluations many people will ever face. A career ends. Structure disappears. Identity shifts. And suddenly a question that could be put off — What do I really want out of life? — becomes more urgent and unavoidable. Valerie Tiberius has spent her career building a useful framework for exactly that question. Her insights offer you something much more valuable than advice on life from your Financial Advisor – a way of thinking about your values, goals, and well-being in one of the most important transitions of your lifetime. Valerie Tiberius joins us from Minnesota. __________________________ Bio Valerie Tiberius is the author of What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters (Princeton University Press, 2023). She is the Paul W. Frenzel Chair in Liberal Arts and Professor of Philosophy at the University of Minnesota, where she has taught since 1998. Her work sits at the crossroads of philosophy and psychology — specifically, how both disciplines illuminate what it means to live well. She is the author of four additional books, including The Reflective Life: Living Wisely with Our Limits, Well-Being as Value Fulfillment, and her widely acclaimed ). Her newest book, Artificially Yours: Real Friendship in a World of Chatbots, is forthcoming from Princeton University Press in May 2026. Valerie has received grants from the Templeton Foundation and the National Endowment for the Humanities, and her ideas have reached audiences through MPR News, numerous podcasts, and speaking engagements worldwide. __________________________ For More on Valerie Tiberius What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters Artificially Yours: Real Friendship in a World of Chatbots (availabkle for pre-order – coming in May) Website __________________________ Mentioned in This Episode Why you should swap your bucket list with a chuck-it list __________________________ Retirement Podcast Conversations You May Like The Art of the Interesting – Lorraine Besser, PhD The Good Life – Marc Schulz, PhD Living for Pleasure – Emily Austin, PhD Life in Three Dimensions – Dr. Shige Oishi ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider 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. ______________________________ Wise Quotes On Values and Alignnment “I think living in accordance with your values, living up to your values, doing the things you value, that just is what it is to live a good life. So the good life is the life in which you fulfill the best values for you… Life goes well to the extent that we pursue and fulfill our appropriate values over time — not the values society assigns us, but the ones that are emotionally authentic, reflectively endorsed, and capable of being sustained together.” On Hidden Goals “If you don’t acknowledge [a hidden goal] and it’s there, it will come up and haunt you at some point. It will come and hit you in the face.” On Adding a Chuck It List to Your Bucket List “Sometimes you have to give yourself permission to say, I’m never going to do that. I’m just not going to do it. And for my dad, it was learning Spanish. He really thought an educated person – my father has a PhD, he’s very educated – an educated person knows a foreign language. And then at some point in his 70s, he was like, it’s not happening now. I got better things to do. And he does have other things to do. So I think the Chuck-it list is important for the specific goals we have. And sometimes there’s a whole big value that needs to be chucked. If your capacities change, there are things you just can’t do anymore.” On Listening to Your Emotions “I really think it’s worth spending some time reflecting on what matters to you and thinking about whether you’re tracking it – because I think people have a tendency to get caught up in trivial crap that doesn’t really matter. And then the second part is I think that, although I’m recommending being reflective and thinking about these things, that process has to be informed by our emotions. So you can’t just sit and think about what you believe. You also have to listen to your body, they would say if you were in a yoga class. But there’s something to that. Listen to what your emotions and motivations are yelling at you from the bullpen.”  
Transcribe →Making & Keeping Friends…in Retirement – Janice McCabe
Mar 2300:29:28Tap to summarizeFriendship is one of the most powerful forces shaping our lives—and our health. Friendships become harder to maintain as life evolves, especially during major transitions like retirement. Losing work friends is normal, yet few realize how new connections can be cultivated. Our guest today highlights why identity shifts can, perhaps counterintuitively, create oppotunities to build new friendships. My guest today is Janice McCabe, is a sociologist at Dartmouth and author of Making, Keeping, and Losing Friends. Her research, mainly on college campuses, illuminates key principles of forming friendships like the hidden structures that shape our friendships. In this conversation, we explore how anyone—at any stage of life—can become more intentional about building meaningful connections. Why friendships are essential for long-term health and well-being The two biggest drivers of friendship formation Why proximity matters more than we realize Three types of friendship networks The difference between fading friendships and breakups If you’re approaching retirement or navigating a major life transition, understanding these patterns can help you design a richer and more connected life. Janice McCabe joins us from New Hampshire. __________________________ Bio Janice M. McCabe is associate professor of sociology at Dartmouth College and the Allen House Professor. She is the current president of the Sociology of Education Association and the author of Making, Keeping, and Losing Friends and Connecting in College: How Networks Matter for Academic and Social Success. __________________________ For More on Janice McCabe Website Books __________________________ Mentioned in This Retirement Podcast Conversation I Study Friendship. Here’s How You Make Lasting Friends. ___________________________ Retirement Podcast Conversations You May Like How to Make New Friends in Retirement – Dr. Marisa G. Franco Our New Social Life – Natalie Kerr & Jaime Kurtz The Good Life – Marc Schulz, PhD ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider 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. ______________________________ Wise Quotes On Life Changes & Friendships ” We’re changing and we’re growing throughout our lives, and there may be times that we change with our friends, and so our identities, our interests change in similar ways, or we’re able to keep some sort of connection through those transitions. But it can be harder for people who are now retired. They likely have friendships that, started earlier in life, and you may have similar transitions with having kids at the same time, or living in the same area or in different areas throughout your lives. So all of those things, some of which are structural. When you’re having those life transitions, sometimes we feel like a friendship is really important to us, but then someone changes jobs, or someone moves, and we may realize that that connection was either more or less important than we thought, just because we took it for granted when it was easy.” On Prioritizing Friendships “I interviewed a lot of people in the course of my research and the people that were able to both make and keep particularly meaningful friends, one thing was that they were intentional about is making time for friends. Also being reflective about which friends are most meaningful to you,who are you really excited to see, excited to talk to, excited to do things about and making sure that you’re reaching out to them. That not always, just up to your paths crossing or them reaching out to you, but thinking through, what people do I especially want to prioritize is part of it. Another thing that I saw people do is that is just making time for friendship in general. We typically have goals for our work lives, we may have goals for our family lives, but I’d say most of us don’t have goals for our friendship lives. But having that would help us see that as another really valuable part of life. And so not just letting friendship fill the cracks of like our extra time, but really going out of the way to make sure that we are prioritizing friendship in our lives, making time for friends.” On Friends & Health – and Being a Good Friend “A lot of research has shown that our friendships help us live longer. It’s actually more important to have connections than to not smoke, not be obese, the things that we look at as healthy behaviors. Having friends are equally, if not more, important from other people’s research, epidemiologically, that have looked at those factors. So making sure that you invest in friendships is really important. And I think we can get so busy going through life that we don’t slow down to take stock of our friendships and just see who’s there. And, not just do I have good friends, but am I being a good friend also? Because friendship is a reciprocal relationship. Friendship isn’t just a one time event. It’s not just that you make friends and Oh, I’m done. Instead, you constantly are making new friends and thinking through those factors that I was mentioning; who’s important, what am I getting from my friends? What am I missing? And not assuming that either our partner, our romantic partner, or one friend will meet all of our needs.”
Transcribe →