The Art 2 Aging

We’re going to continue the financial planning for retirement theme that we started last week in our interview with Darren Coleman from Portage Cross Border Wealth Management.

When we talk about retirement, we’re really speaking about a period of time in someone’s life that could span 30 or more years.

This week, our guest is Susan Latremoile who, along with her partner, Marianne Oehser, runs Next Chapter Lifestyle Advisors.

Susan was a financial advisor herself for nearly 40 years. Now, she helps other advisors to understand that just managing a client’s money in retirement is not nearly enough anymore. And if an advisor chooses to ignore this, he or she does so at their own peril.

In our first episode of POV from The Art 2 Aging, marketer, advertiser and self-confessed storyteller, Dave McCaughan tackles longevity, specifically the idea of trying to live to 100. He argues that it’s time to think about trying to become a centenarian in a more balanced way.

Retirement gets a lot of attention these days and with good reason. Baby boomers have been starting the third chapter of life for the past 15 years or so and the so-called Gen Xers are following suit right now.

Our guest this week is Darren Coleman, he’s been a financial advisor for more than 30 years, runnning Portage Cross Border Wealth Management and he hosts the Two Way Traffic podcast. Darren is going to uncover ideas about retirement that few people stop to consider. And those ideas have very little to do with financial planning.

From life in a Japanese internment camp to a ten-year career in the NBA and now living as a poet and fiction writer at 87, Tom Meschery has had a remarkable life. We profiled Tom on The Art 2 Aging last June in an episode, titled “Overcoming The Odds”. But now, Tom has written his autobiography so we caught up with him once again at his home in Sacramento to find out more.

An important conversation this week with Sheila Callaham, founder of Age Equity Alliance. Sheila talks about the urgent need for employers to recognize age equity in the workplace for their own benefit, how the elimination of DEI policies in the US negatively impacts older workers and how many of the policies of the Trump administration will lead to hardship, poverty and homelessness for many who are currently over the age of 50. You need to hear this.

Our guest this week on The Art 2 Aging is Christine Matheson-Green and, at the age of 73, she has launched a project designed to capture life stories in memoir form and preserve them for posterity. She has been a journalist, educator and published author. But there’s even more to this firebrand of a lady than just that, as you will hear in our conversation.

The fires that swept through Los Angeles for weeks in January, propelled by fierce winds, cost thousands of people their homes. Damage totals will likely exceed 30 billion dollars but the greater damage is the loss of family gathering places, the loss of communities and the sense of fear regarding an uncertain future.

Wayne Lehrer lives in the hills of Santa Monica and he experienced the fires firsthand. Wayne has written a book called The Art of Conscious Aging and it contains a blueprint not only for how to live a great life beyond 60, but coincidentally, how to recover and move on from devastating loss and grief.

Why do some restaurants keep the lights so low that you need a flashlight to read the menu? And why do hotels insist on tiny labels on bottles of soap and shampoo, labels so small you need your glasses on to choose the right one?

These are just two examples of consumer ageism.

Our guest this week on The Art 2 Aging is John Bateson, a former private equity CEO and professor at both the London and Stanford Schools of Business where he acquired a doctorate in business management and Masters in Economics. John writes a Substack newsletter titled Consumer Ageism. And in our conversation, he lays out a number of theories about ageism and the older consumer.

Retirement coaching was a profession we’d never heard of before speaking with our guest this week, Marianne Oehser.

But retirement coaching didn’t suddenly pop into existence just like the Beatles didn’t suddenly leap onto the music scene with their first appearance on the Ed Sullivan Show.

The profession is the natural offshoot of an aging demographic in which tens of millions of us in our 60s and older are marching toward something called retirement, like it or not.

What Marianne Oehser does is help her clients see a path through a forest of uncertainty and to walk that path with confidence. She and her business partner run a company called Next Chapter LIfestyle Advisors. Check out their site.

A sport that was once played by just a few people rocketed out of the gate during the pandemic. Today, some say it’s the fastest growing sport in the world.

We’re talking about pickleball, the quirky game with an even quirkier name.

Our guest this week on The Art 2 Aging is Carl Landau, a pickleball afficionado and author of the book, Pickleball For Dummies.

So what makes this such a popular game? Well, let’s find out.