The Retirement Wisdom Podcast

4 Questions for 2024 – Joe Casey


Listen Later

 

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.

  1. More – What do you want to do more of next year?
  2. Less – What do you want to dial back next year?
  3. Start – What new things do you want to start?
  4. Stop – What to you want to stop doing that’s holding you back?
  5. 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.

     

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

    The Retirement Wisdom PodcastBy Retirement Wisdom

    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    175 ratings


    More shows like The Retirement Wisdom Podcast

    View all
    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,952 Listeners

    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    450 Listeners

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

    Your Money, Your Wealth

    814 Listeners

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

    Retirement Answer Man

    1,315 Listeners

    Retire Sooner with Wes Moss by Wes Moss

    Retire Sooner with Wes Moss

    453 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    542 Listeners

    HerMoney with Jean Chatzky by Jean Chatzky Her Money

    HerMoney with Jean Chatzky

    1,481 Listeners

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

    The Retirement and IRA Show

    752 Listeners

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

    Big Picture Retirement®

    558 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    698 Listeners

    Earn & Invest by Jordan Grumet (Doc G)

    Earn & Invest

    452 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    828 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)

    597 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    1,061 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    357 Listeners