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Today, I'm thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement.
In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they're most likely to face in the next chapter of their lives. Tackling issues such as boredom, uncertainty, and drifting by helping them craft specific strategies to tackle these problems head-on.
In today's episode, we dig into what Joe's learned from working with people from all walks of life. We talk about the difference between left-brain financial planning and right-brain life planning and why so many advisors end up having to unwind what should have been "perfect" retirement plans.
We'll also talk about how to cast off pre-retirement mindsets that won't serve you once you've transitioned out of your primary career and much more!
GET A FREE COPY OF JOE’S BOOK, WIN THE RETIREMENT GAME: HOW TO OUTSMART THE 9 FORCES TRYING TO STEAL YOUR JOY
Here's all you have to do...
PS: If you’d like a free copy of Joe’s book, all you need to do is leave us an honest review over on Apple Podcasts, then send your email and your username to [email protected], and we’ll get it out to you!
In this podcast interview, you’ll learn:
Show Notes: RetireWithPurpose.com/339
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
4.7
514514 ratings
Today, I'm thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement.
In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they're most likely to face in the next chapter of their lives. Tackling issues such as boredom, uncertainty, and drifting by helping them craft specific strategies to tackle these problems head-on.
In today's episode, we dig into what Joe's learned from working with people from all walks of life. We talk about the difference between left-brain financial planning and right-brain life planning and why so many advisors end up having to unwind what should have been "perfect" retirement plans.
We'll also talk about how to cast off pre-retirement mindsets that won't serve you once you've transitioned out of your primary career and much more!
GET A FREE COPY OF JOE’S BOOK, WIN THE RETIREMENT GAME: HOW TO OUTSMART THE 9 FORCES TRYING TO STEAL YOUR JOY
Here's all you have to do...
PS: If you’d like a free copy of Joe’s book, all you need to do is leave us an honest review over on Apple Podcasts, then send your email and your username to [email protected], and we’ll get it out to you!
In this podcast interview, you’ll learn:
Show Notes: RetireWithPurpose.com/339
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
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