Two New Designing Your Life groups kicking off in January

Retirement by Design:

Create a meaningful roadmap for what’s next.

Early registration discount ends 12/15

Limited to 10 spots per group

Learn more and sign up today 

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Should you hire a Financial Advisor or do-it-yourself ?

Glenn Frank rejoins us with some food for thought.

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Just Asking for a Friend...

Retirement brings so many tough questions.

Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode.

Click here to leave a voice message

or email me at [email protected]

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Bio

Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.

 

Professor Glenn Frank is a partner at https://www.frankandflanagan.com . Glenn’s college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He has been interviewed by the Wall Street Journal, Reader’s Digest, Financial Planning, The Boston Globe,  and various other media outlets.

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For More on Glenn Frank

Current monthly workshops:

"DIY or Advisor", "How to Build a Lifetime Portfolio" and "Finding a Balance between Time, Money and Joy".

Links can be found at Time, Money and Joy.com

(no registration required, extensive slides and resources provided).

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Podcast Conversations You May Like

How to Prepare Mentally for Life After Work – Joseph Maugeri

The Purpose Code – Dr. Jordan Grumet

The Good Life – Marc Schulz, PhD

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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.

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The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

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