Episode Highlights:

• Introduction to Joan Rosenthal: Cara introduces Joan, detailing her impressive background in finance and her impactful transition to philanthropy.

• Early Career Challenges: Joan shares her experiences starting out in a predominantly male industry during the 1970s, highlighting the challenges and societal expectations of women at the time.

• The Transition to Philanthropy: Joan discusses her decision to retire early and shift her focus towards nonprofit work, motivated by a desire to contribute more directly to societal improvement.

• Involvement in Nonprofit Organizations: An in-depth look into Joan's roles in various organizations, with a focus on her passion for education and supporting underserved communities.

• Wellmet Philanthropy: Joan delves into her involvement with Wellmet Philanthropy, a women's giving circle that funds emerging organizations and leaders, explaining the process and the impact of collective philanthropy.

• Advice for Transitioning to Act Three: Joan offers advice for those looking to make a meaningful impact in retirement, including how to find organizations that match personal passions and how to leverage professional skills for nonprofit success.

Key Quotes:

• "You're not done at retirement; you're just transitioning to a stage where you can choose to focus on what truly matters to you." - Joan Rosenthal

• "The power of collective giving is immense. Through Wellmet Philanthropy, we've been able to support initiatives that truly make a difference in people's lives." - Joan Rosenthal

Joan's Philanthropic Ventures:

www.wellmetphilanthropy.org www.friendsny.orgwww.Bronxworks.orgwww.Wpti.org

Find a women's giving circle: https://philanos.org/

This podcast is sponsored by Good Morning Freedom, my retirement coaching firm. I help executives and professionals plan the non-financial part of their retirement, like how to discover new purpose and how you want to spend your time. I offer a 1:1 coaching retirement blueprint package where we work together to discover some new avenues of exploration for your Act Three. This coaching is completely custom and will provide you with a ton of resources and support as you transition to this new stage of life. For all the details, please go to goodmorningfreedom.com/services.

Connect with Cara on LinkedIn: https://www.linkedin.com/in/caraliveslife/ or Instagram: https://www.instagram.com/caraliveslife/ or Facebook: https://www.facebook.com/cara.a.gray/