Retire With Purpose - The Retirement Podcast

207: Keys to Finding a Great Retirement Coach with Joanne Waldman


Listen Later

Today I’m speaking with Joanne Waldman. At New Perspective Coaching, Joanne provides career, retirement, and life coaching for successful professionals, entrepreneurs, executives, and coaches who want to do and be more. She is the author of Out of The Box Retirement: Creative Ideas, Role Models, and New Possibilities, and for over 20 years, she’s been helping her clients clarify their values, discover their passions, find their life’s purpose, and get clear about their goals. 

At Retirement Options, she also trains non-financial retirement coaches to help their clients figure out what they want to do and if they want to retire. Using two powerful assessments, she helps advisors lay the foundation to help people determine exactly what they need to do if and when they’re ready to have a successful retirement.

In today’s conversation, Joanne explains to me how she’s been operating a virtual business since 1989, exactly what she does to help make her clients’ dreams come true, the differences between counseling and coaching, and her mission to make sure that people get everything they want out of life.

GET A FREE COPY OF JOANNE’S BOOK, OUT OF THE BOX RETIREMENT: CREATIVE IDEAS, ROLE MODELS, AND NEW POSSIBILITIES

Here's all you have to do...

  • Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
  • Step 2.) Send an email to [email protected] with your iTunes username and mailing address, and we will ship you the book for free. It’s that simple!

Joanne has also offered a 20% discount on both of her assessments - the Retirement Success and Life Options profiles. Again, leave an honest review of the podcast on iTunes and shoot us an email at [email protected] with your iTunes username and a copy of your review, and we’ll make sure you receive the discount along with access to the assessments.

Show Notes: RetireWithPurpose.com/207

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

...more
View all episodesView all episodes
Download on the App Store

Retire With Purpose - The Retirement PodcastBy Casey Weade

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

515 ratings


More shows like Retire With Purpose - The Retirement Podcast

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,287 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

432 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

505 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

513 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

563 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

The Retirement Wisdom Podcast by Retirement Wisdom

The Retirement Wisdom Podcast

187 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

788 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

36 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

725 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners

Life Starts at Retirement by Maureen Dobranski

Life Starts at Retirement

19 Listeners