The Retirement Wisdom Podcast

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Planning for your retirement? You’ll be crafting a new story – the story of your future. Jeanne Lambin shares how storytelling and improv can help you bring imagination to planning your next chapter – and tells us about her program 11 Minute to Mars.

Jeanne Lambin joins us from Chicago.

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Jeanne Lambin is a coach, trainer, facilitator, and storyteller. Her professional life and coaching practice have centered around helping individuals, groups, and organizations, find, tell, and live better stories. Intentional storytelling is an essential part of the life-design process because stories help us to make sense of our lives, the world, and our role in it. They help us name the change we want to bring. To help people discover and inhabit these stories of transformation, she creates carefully designed workshops, training, and coaching experiences nested in applied improvisation, storytelling, and creative experimentation.

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For More on Jeanne Lambin

Website

11 Minutes to Mars

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Podcast Episodes You May Like

The Mindful Body – Ellen Langer

The Power of Fun – Catherine Price

Learning is a Lifetime Sport – Tom Vanderbilt

Design Your Life and Get Unstuck – Dave Evans

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Wise Quotes

On Possibilities

“So one thing I sometimes do, rather than making a to-do list, is I make a list of things that are possible. And this can be anything from a practical thing of go for a walk to wildly impractical, buy a train ticket, buy a plane ticket, fly somewhere remote. And The Story Spine is actually a great way to combine these two things. So the reason why I make a Possible List is that it’s very easy to forget both in a rather mundane way what’s possible with all the choices that we have available to us, even though sometimes it might not feel like we have choices. And then also those wild things that we might not ever get, but kind of help that aspirational heart or that possible heart stay alive…So making that list of possibility is a way to keep that spirit alive and then coupling that with The Story Spine. So you take something from your possible list and then you go through once upon a time and every day, but one day. And because of that, and because of that, and because of that, until finally and ever since then, and you can write a little story about what would happen if this possibility became an actuality.”

On 11 Minutes to Mars

“It’s amazing how much and how little can be accomplished in just 11 minutes. But one of more interesting things that I’ve accomplished in 11 minutes is I’ve made an entire painting of an owl. So I did about a three foot, actually, yeah, about a two foot by three foot painting of an owl. I was on an owl kick for a while. I have sent emails that I have been putting off, sending for years, and finally just decided that this is the time that I’m going to do it. I have worked on writing chapters of a book that I’m working on. I’ve just decided that I want to send nice messages to a few friends and just say, Hey, I’m super happy that you’re in my life. I appreciate you. I have also done absolutely nothing where I’ve taken 11 minutes and just decided that I’m not doing anything. And it’s wonderful – and it’s horrible. And it’s also, I found when I have a list that feels overwhelming in the things that I need to do, that taking that 11 minutes just to pause and just to say, I can stop this. Maybe not forever because that’s not practical, but I can just take a pause and I cannot fill it with action. And it’s then working against that tendency that some of us have just to fill available time, 11 Minutes to Mars. The idea for that was hatched while I was watching the landing of the Mars Rover, and it was a live stream by NASA, and the commentator from NASA was just kind of filling the airtime. And what she said is that we were going to wait for a while because it would take 11 minutes for the radio signal or the signal to travel between the Earth and Mars to find out if the rover had landed and made it to the surface. And I absolutely could not believe this fact. It’s so fathomable unfathomable, but at one hand that we can see 11 minutes later something that happened on the surface of another planet that’s millions of miles away. And so it got me thinking, if it’s possible for the signal to travel between the Earth and Mars and 11 minutes, then what else is possible? And so what I did is I got a group of people together, and the charge was quite simple, is you say what it is that you’re going to do, you do it, and then you reflect on that experience of doing, because a lot of times there’s things that we have to do, but we might not think about how we want to feel or why it is that we’re doing this thing. And by simply reflecting on how our experience of time unfolded, it gives us a lot of insights about what our experience of time is and how we can make it more aligned with what we want to be. So the idea with 11 Minutes to Mars is that it brings together our attention and our intention so that we can align our time and spend it on things that matter. And the way this works in the practical and tactical sense is I bring a group of people together once a day, every day for 11 days, and at the beginning, and it’s a virtual experience. So at the beginning there’s a short check-in of here’s an idea about time, here’s a way to play with time, and then here’s our sprint. So you say what it is you’re going to do, you do it, and you reflect on that experience. It’s a small group, so it’s also like a small group coaching where you hear what other people are doing and what other insights occur. And then after 11 days, you’re done. You get your certificate, you have the method, and then you also, there’s also retreats and other things once you’re part of the Mars community that you can be a part of.”

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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 The Multipurpose Retirement.™

A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. 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 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, with over 1 million downloads. Business Insider has 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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Let’s face it. Retirement isn’t for everyone. A notable percentage of people return to work within the first five years of retirement. But what’s the pathway back? Here’s one that may not be on your radar. Savvy organizations who need experienced talent have created returnship programs targeting people who are returning to work following a career break. While these programs primarily have focused on mothers re-entering the workforce, some include people returning from caregiving, medical issues and retirees.  Shay Baker of Return Utah joins us to discuss how to return to work from a career break – for any reason.

Shay Baker joins us from Utah.

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Shay Baker is the proud overseer of Return Utah, the first public career reentry program in the country. Working alongside Lt. Governor Deidre Henderson, Baker is responsible for Return Utah’s development, continued innovation, programming, and marketing for Utah state agencies, public/private partners, and returnees.

Baker is a returner having participated in Return Utah’s inaugural cohort. She has since presented to many of the nation’s lawmakers at the Council of State Governments, and has been featured in publications by iRelaunch, the Wall Street Journal, NPR, the Society of Human Resource Management, and Pew Charitable Trusts.

Prior to her 8-year career break, Baker worked as a television news reporter and producer for KTVX and KSL-TV in Salt Lake City. She holds a bachelor’s degree in Communication from Weber State University and lives in Layton, Utah with her husband and three daughters.

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For More on Shay Baker

Return Utah

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Mentioned in This Podcast Episode

iRelaunch

Make Next Year Your Best Year – with the Habits You Want!

Start small, but start smart.

“You are what you repeatedly do.”

Join our 3 week Habits group program and get 2024 off to a great start!

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Wise Quotes

On Returnships

“The pandemic has really caused sort of a small explosion in career reentry or return to work programs. And we know that that’s because so many jobs were lost at the height of the pandemic, especially among women and particularly marginalized women. And so while Returnships and career reentry return to work programs did exist prior to the pandemic, and they were growing slowly and steadily prior to the pandemic, the pandemic brought about this need for employers to basically acquire talent and particularly diverse talent. So a lot of organizations looked to these career re-entry, return to work models to try to appeal to people, particularly women.”

On Returning to Work

“We have individuals who’ve returned to the workforce after taking breaks to enhance their education, to start businesses, to volunteer, to run for political office. So re-entry for them is going to look different. Maybe you’re not running your own company, but you’re doing something that someone else is asking you to do, which comes with some adjustments. And we also have illness related career breaks, either caring for an elderly loved one or a child who may have been sick battling your own illness. And those come with an extensive amount of adjustments regardless of your reason.”

On Taking the Leap

“First and foremost, just do it. Don’t think too much. Just do it. If you think too much, you’re going to back out. You’re going to find a reason to feel anxious about it. You’re going to find a reason to feel less than like you’re not prepared enough, or you don’t know that software well enough, or you haven’t rebuilt your network enough who caress. Just do it. Honestly, one of the best things I did was just take the leap. And I remember I had agreed to an interview before even realizing that I had agreed to an interview. And the night before my first interview, I realized, Oh crap, I probably need a resume. That didn’t even enter my mind. I didn’t even think about it. So the night before, I’m stressed. I am freaking out, and I’m trying to write this resume. And then I’m thinking, how do I write a resume with an eight year career gap in there? What do I do? And so I literally started calling everybody I knew at 9 30, 10 o’clock, and I’m like, how do I do this? I’m on Google. I’m looking up everything. And I finally reached, a very dear friend of mine, used to be a career counselor at a university before getting her PhD. And she just said like, listen, don’t stress that. What you need to do is just come in, be transparent, be yourself, and just enjoy the conversation. You’ll do fine.”

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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 The Multipurpose Retirement.™

A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. 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 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, with over 1 million downloads. Business Insider has 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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Make 2024 a Great Year!

Start small, but start smart. Build the new habits you want.

Join our 3-week small group program in January and get 2024 off to a great start!

Learn More     |     Register Here

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Our thoughts often turn to gratitude during the week of Thanksgiving. What if we lived with gratitude the whole year? Kristi Nelson and Glenn Fox know how to do that – and why it’s beneficial for you and others. They share their wisdom on gratitude with us in this Best of The Retirement Wisdom Podcast episode.

Listen to the full podcast conversations on gratitude:

Are You Living Gratefully? – Kristi Nelson

The Gift of Gratitude – Glenn Fox

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Takeaway – Three Blessings Exercise:

https://ggia.berkeley.edu/practice/three-good-things

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Kristi Nelson is the Executive Director of A Network for Grateful Living (gratefulness.org).  She’s also the author of Wake Up Grateful: The Transformative Practice of Taking Nothing for Granted.

Kristi has spent most of her adult life in non-profit leadership, fundraising, and organizational development. In a wide variety of roles, she has helped to lead, fund, and strengthen organizations committed to progressive social and spiritual change.

In 2001, Kristi founded a values-based fundraising consulting and training, and leadership coaching business, and in this capacity worked with organizations such as the Institute for Jewish Spirituality, Buddhist Peace Fellowship, Spirit in Action, Wisdom 2.0, and The Center for Contemplative Mind in Society. During this time, she was also founding Director of the Soul of Money Institute with Lynne Twist, Director of Development at Kripalu Center for Yoga and Health, and Director of Development and Community Relations for the Center for Mindfulness in Medicine, Health Care, and Society.

Kristi received her BA from UMass/Amherst, a graduate certificate in Business and Sociology from Boston College, and her Master’s in Public Administration (MPA) with a concentration in Leadership Studies, from Harvard University.

Kristi is a stage IV cancer survivor who feels blessed to work with her beloved colleagues in sharing the gifts of gratefulness with people around the world. She lives in Western MA with her family, and gives thanks every day to be surrounded by the glories of the natural world and a vibrant, loving community.

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Dr. Glenn Fox is a faculty member at the University of Southern California’s Lloyd Greif Center for Entrepreneurial Studies, in the Marshall School of Business. His current projects focus on neural systems for emotion regulation, high stakes training, and developing entrepreneurial mindset skills in founders and business leaders.

Glenn received his Ph.D. in Neuroscience from USC, where he focused on the neural correlates of gratitude, empathy, and neuroplasticity. Following graduate school, he started a company, Ph.D. Insight L.L.C., which focused on providing data science consulting for small businesses and early-stage startups. Prior to joining Marshall as a faculty member, Glenn led the Performance Science Institute at USC where he worked with the United States Marine Corps, Army Research Laboratories, Seattle Seahawks, and numerous Olympic athletes and Fortune 500 companies to examine the role of mindset in business and high stakes pursuits.

Currently, Glenn is the Director and Founder of the USC Found Well Initiative which aims to understand and promote entrepreneurial mindset in founders and business leaders. He also serves as a Principal Investigator at the USC Sensorimotor Assessment and Rehabilitation Training in Virtual Reality Center (SMART-VR) and a fellow of the Brain and Creativity Institute.

Outside of USC, Glenn serves as the Chief Science Officer of the C4 Foundation, which serves to strengthen and protect Navy SEAL families. Glenn is also currently on the advisory board of the Flow Research Collective, where he works with Steven Kotler on projects related to gratitude, flow, and high performance. He consults regularly with companies and media outlets on topics ranging from small business management, gratitude, and high performance.

Glenn is an avid maker and restorer of things old and metal. He lives in LA with his wife and son.

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Podcast Episodes You May Like

Taking Stock – Dr. Jordan Grumet

The Joy Choice – Dr. Michelle Segar

Changing the World One Small Act at a Time – Brad Aronson

Retire Happy – Dr. Catherine Sanderson

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Retire Smarter:

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Wise Quotes

On Defining Gratitude

“Gratitude is a word we hear thrown around a lot, and I think that’s a good thing. And we are only beginning to understand gratitude more the more we begin to look for it. And as you start to look and observe gratitude, you realize that it’s so much more than what people talk about. We hear the word gratitude, and we think about it as a synonym for happiness a lot of the time, but this limits what gratitude really is. What it really can do for people is more than gratitude and it’s more than happiness. It’s more than just getting something nice. It is a framework it’s part of our moral compass for how we keep track of our relationships to others. It’s part of our deepest motivational circuits. It’s part of it’s deeply wrapped in our circuits for making meaning out of what happens. Chances are if you can find a way to be grateful for a difficulty, that difficulty will be twice reduced and I’m not saying that’s easy, but it is showing that gratitude has more uses and more benefits than I think just happiness. So  gratitude is not just happiness or feeling good. Two things I’m a fan of by the way, of course, but gratitude is more than that. So to outline what gratitude is, let’s think about it in terms of the context that most of us discuss it, that is in the context of interpersonal gift giving. When a recipient receives a gift of some sort from a donor. In this case, we define gratitude as the feeling that we can have when we receive something that comes at some effort and that fulfills a need.”

On Why Gratitude Takes Effort

“Gratitude is not so easy to come by all the time. So that’s why we do what we do is because we talk about how can we really live more gratefully, not just have gratitude as a momentary experience that then evaporates. And we wait for something to make us feel grateful again, you know, which doesn’t happen all the time, as much as we’d like it to.To experience gratitude more regularly, more consistently, it’s an inside job. It’s something that we can learn to practice and bring to our lives as an orientation rather than waiting for something external to happen.”

On Learning to Be Grateful

“We love feeling gratitude. It’s a fantastic feeling and we love inciting gratitude and other people helping other people feel grateful – and yet gratitude tends to be conditional it’s fleeting. It’s transactional. Often we wait for somebody to do something for us or for something to happen. It’s something that is ephemeral and difficult for us to put our hands around. How do I get more gratitude and gratitude, inducing experiences? And it ends up being a little bit like the pursuit of happiness, I think, in that it’s elusive. And it feels out there. Gratefulness, as I was saying before, is something that we can cultivate as a practice, very similar to mindfulness. And it’s a beautiful way to weave together more moments of gratitude and to learn how to find those experiences of gratitude and to uplift them and to deepen ourselves into them more often. So it’s not about being grateful for everything, but gratefulness as the ability to be grateful in every moment. And that’s something that we can learn.”

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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 The Multipurpose Retirement.™

A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. 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 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, with over 1 million downloads. Business Insider has 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.

Make Next Year Your Best Year!

Start small, but start smart.

Join our 3 week Tiny Habits group program and get 2024 off to a great start!

Learn More     |     Register Here

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How much critical thinking are you bringing to your retirement planning?  And not just with your investments, but on how you’ll invest your time in retirement. Critical thinking can help you avoid distractions, make smart choices and chart your own course in your retirement life.

Dennis Torres shares his lessons from a varied career and from six years in retirement. He joins us from Malibu, California.

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Dennis Torres is a skilled, talented mediator, arbitrator and negotiator who is committed to serving the best interests of all parties. He has successfully settled and negotiated thousands of disputes and contracts throughout his professional career. More than 30 years of business experience enables Torres to quickly identify the key issues of any dispute, separate the conflict from the personalities and pragmatically work toward resolution. Additionally, he brings a high degree of integrity and creativity to the process, often being praised for his “out of the box” solutions.

A daily meditator since the mid 1970s, it is easy for Torres to remain centered, focused and neutral while being firmly committed to resolution. His style utilizes a full range of facilitative, evaluative, distributive and transformational methods as best suited for the individuals and the uniqueness of each challenge.

While varying the process to fit the parties and the dispute, typically he will first caucus with counsel for both sides, followed by a joint session with all parties, then individual caucuses with each disputant and their attorney. His success rate is among the highest in the industry and his solutions among the most satisfying.

Torres received his formal training in dispute resolution from Pepperdine University’s School of Law, Straus Institute for Dispute Resolution, which is rated number one in the country.  He has both a Master’s Degree in Dispute Resolution and a Professional Graduate Certificate in Dispute Resolution. Additionally, he is a graduate of The Fashion Institute of Technology, New York where he earned a degree in industrial engineering.  He also studied law at LaSalle University before being assigned duty with the United States Air Force in Vietnam. In 2006, he completed the PON at Harvard Law School.

In addition to his private practice, Torres served as an adjunct professor of negotiation and dispute resolution for Pepperdine University and as a mediator for the Center for Conflict Resolution (CCR), the California Academy of Mediation Professionals (CAMP), the Arbitration, Mediation & Conciliation Center (AMCC), the State of California Superior Court in Ventura County and Los Angeles County, and the Courts of Malibu, Santa Monica and Van Nuys, and as both a mediator and arbitrator for the National Association of Securities Dealers (NASD). He had been professionally associated with Pepperdine University util his retirement.

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For More on Dennis Torres

Website

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Retire Smarter:

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Podcast Episodes You May Like

The Power of Saying No – Vanessa Patrick, PhD

Life After Work – Brian Feutz

Purpose Driven Retirement – Jet Vertz

Independence Day – Steve Lopez

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Retiring?  Check out our recommended Best Books on Retirement with short summaries.

It’s not a just a list – and not just typical titles…

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Wise Quotes

On Critical Thinking & Retirement

“Critical thinking is important in all aspects of life, but what it means is to start thinking why we believe what we do. Why do we do the things that we do? We are bombarded throughout our life with philosophies, with commercial advertising that sort of shape our thinking. And especially true in retirement. Many people think, well, we got to go on a cruise. We have to go see the world. We have to go do this, we have to do that. And that may not satisfy people. They think of me personally. I took one cruise in my life, and while I always make the best of a situation and enjoyed meeting people, it was something I would not do again, because the cruise that seemed to be about the eating and gambling and entertainment, none of those things interest me. I’m interested in nature and relaxing and in learning. So the point I’m making here is think about what’s really important to your life, what you want to do with your life that’s going to feel fulfilling instead of rushing around doing things that you think you should do.”

On Simplicity

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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 The Multipurpose Retirement.™

A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. 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 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, with over 1 million downloads. Business Insider has 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.

Make Next Year Your Best Year!

Join our 3 week Tiny Habits group program and get 2024 off to a great start!

Learn More     |     Register Here

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Lawrence Kosick, Co-founder and President of GetSetUp, joins us to discuss how you can bolster your retirement years with lifelong learning. Follow your curiosity and learn new things in the new year ahead. There’s a multitude of options such as Photography, Cooking, Technology, Music, Travel or Health & Fitness. Pick up some new skills, new interests, hobbies and you may also make some new friends along the way.

Lawrence Kosick joins us from California.

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Lawrence Kosick is the Co-Founder & President of GetSetUp, an online community of people who want to learn new skills, connect with others and unlock new life experiences in an interactive learning environment specifically designed for older adults.

Lawrence was born and raised in Vancouver, Canada where, as a child, Lawrence’s father founded a non-profit assisted living facility for older adults. Lawrence grew up spending nights and weekends visiting the facility and was amazed by the wisdom of the residents who had so much more to give.

Before co-founding GetSetUp, Lawrence oversaw Business Development and Partnerships for IFTTT, an IoT Connectivity Platform. He also led Sight Machine’s Asian Pacific business operations and was VP of Global Partnerships at Yahoo during its early years. Lawrence has been pleased to team up with his long-time friend and co-founder Neil, to create a learning platform for older adults that allows him to continue the work his father started so many years ago. Lawrence is an avid cyclist and trail runner, so it is no surprise that the two co-founders met on the trail and continue to trade ideas that power the mission of GetSetUp and enhance the lives of today’s older adults.

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For More on Lawrence Kosic

GetSetUp

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Podcast Episodes You May Like

Tiny Habits Can Lead to Big Changes – BJ Fogg

Best Of – Lifelong Learning

Learning is a Lifetime Sport – Tom Vanderbilt

Lifelong Learning – Michelle Weise

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Retire Smarter. Don’t Miss Out on Our Podcast Conversations.

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Wise Quotes

On Lifelong Learning

“It’s a great question, and it’s not as if all of our learners on GetSetUp actually identify as lifelong learners. We’ve found that if you ask that question to a female audience, they more often will say, Yes, I do identify as a lifelong learner. More of our men actually do not actually identify with that phrase. But the concept in general, I’m a big believer in. Life changes, technology changes, our circumstances change, and what are we doing to keep up with that? So there’s a shelf life to the things we learn, to the products that we use, to the services that we use. We have to keep learning and evolving to make sure that we’re getting the best out of life. And I think that just comes from making a habit of wanting and needing to learn new things.”

On Learning from Guides

“And we just thought, wouldn’t it be wonderful if we could both re-skill and upskill folks my age and older to teach these things, but also at the same time create a learning opportunity for those who were trying to understand. So an economic opportunity on one side and a learning opportunity on the other. And the wonderful byproduct of that was there was just a comfort level where everybody had that same sort of patience, speed, empathy and vocabulary. There was a magic that occurred where everybody felt like no question was a dumb question. We could all spend the time needed to sort of understand similar issues or similar challenges, questions, problems. And so it just worked. And so in many ways, we call them Guides to answer your original question. We call them Guides because a lot of them come from our learner population. So folks come to GetSetUp, they want to learn something new, they take five or ten classes, and then they raise their hand and they say, Well, actually I’m a retired doctor, lawyer, teacher, nurse, yoga instructor. I have some wisdom. I have some knowledge. I wouldn’t mind sharing it. Can I go through your program and potentially teach on the platform? Now, not everybody does this, but a significant number do, and we feel like they’re helping guide others. There’s less of a hierarchical feeling around teacher-student when it’s sort of guide and learner. It’s a nuance, but we think it’s an important one, and we’re all about making it as friendly and as comfortable as we can for others to learn from folks like themselves.”

On Community

“If you bring people onto a platform and into a class and it’s interactive, it’s fun, it’s engaging, it’s with others that are similar to them or going through similar things that they are, there’s a bond. There’s a way to easily identify and connect with those folks. They start to become friends. And if people start to learn together, and the byproduct of that is they make five new friends in the first month or two and they come back and take classes together, I think we can obviously discern from that that there’s some socialization going on and there’s some positive connection because they’re both making friends and then learning together. I don’t know why it’s surprised us perhaps we’re not all that smart Joe, but we started out as a learning platform and we realize that interactive learning together with others, really does create the magic that creates this social connection and friendship.”

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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 The Multipurpose Retirement.™

A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. 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 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, with over 1 million downloads. Business Insider has 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.

Make Next Year Your Best Year!

Here’s How

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One of the many challenges in planning for retirement is grappling with the unknown. A big unknown is longevity. No one really knows how long they’ll live. And there’s a growing number of centenarians these days. What if you live to be 100? Or what if you become a super-ager and live much longer than that? It’s something to consider in your planning, both financially and non-financially. And this longevity revolution we’re in the midst of is creating many challenges for systems that were built to support lives that lasted a handful of years after retirement. William J. Kole, author of The Big 100: The New World of Super-Aging, joins us to discuss the joys and consequences of longer lives – and what we can learn from super-agers that could help you live a triple digit life.

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William J. Kole, recently retired as the New England news editor for Associated Press, is a veteran journalist and former foreign correspondent who has reported from North America, Europe, Africa, and the Middle East. The grandson of a woman who lived a few months shy of 104, Kole has been writing about extreme longevity since the 1990s, when he was based in Paris and told the world the extraordinary story of Jeanne Calment, who lived to 122. His many awards include one from the Society of American Business Editors & Writers for an investigation into the exploitation of undocumented immigrants by the Walmart retail chain. The Big 100: The New World of Super-Aging is his first book. He speaks French, Dutch, and German, and resides in Warwick, Rhode Island.

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For More on William J. Cole

The Big 100: The New World of Super-Aging

Website -Bill Kole Books

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Check Out Our Best Books on Retirement

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Podcast Episodes YouMay Like

Breaking the Age Code – Dr. Becca Levy

The Well-Lived Life – Dr. Gladys McGarey

The Mindful Body – Ellen Langer

The Measure of Our Age – MT Connolly

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Best Books on Retirement You May Like

Live Life in Crescendo – Stephen R. Covey & Cynthia Haller Covey

Growing Young: How Friendship, Optimism & Kindness Can Help You Live to 100

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Mentioned in This Podcast Episode

Dr. Thomas Perls’ Life Expectancy Calculator

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Retire Smarter. Don’t Miss Out on Our Podcast Conversations.

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio  | TuneIn | RSS

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Wise Quotes

On Longevity in America

“We are aging in the United States by practically every metric. We’re going to hit a very important milestone just a little over 10 years from now in 2034, when the numbers of Americans who are 65 and older will outnumber those who are 18 and younger for the first time in our history. And the number of people who are 85 and older are rapidly growing. It’s one of the fastest growing subsets of the population. But what’s really driving this, what I call a new world of super aging, is really two-fold. One is just demographics. So the baby boomers, a huge generation numerically are getting older. I’m one of them. I think you might be too, Joe. {Indeed}And there’s at least 70 million about by some counts, a bit more than that. The oldest of us is about 77 right now. So in the next 25 years, the fittest of those people will age into triple digits. And interestingly, centenarians tend to occur in one in 5,000 in the population in general, in many places at least. This is according to Tom Perls at the New England Centenarian Study, which is the largest of its kind in the world. And so just by virtue of there being so many boomers aging, we’re going to see a sort of algorithmic increase in the numbers of people living to 100. And then there’s a medical and technological piece, where we are doing a better job at treating, and in some cases, curing the things that kill us.”

On Stress & Longevity

“For me, what really tops the list is that they handle toxic stress very well, and stress is the enemy of longevity. For the book, I had some really interesting conversations with Martin Picard, who is a biologist who was studying these things. Stress really affects us right down to the mitochondrial level in our cells, and it’s amazing. It’s one of the reasons why I made some changes to my own life to try and avoid it. And centenarians tend to do a very good job of handling stress. When you talk to them as I have, you’ll hear a lot: don’t sweat the small stuff. And these people, they’re not easily aggravated. They’re just psychologically wired to be chill or they have learned some good techniques to just sort of chill out. Other things, we mentioned: positivity. There’s a fascinating study recently in the last few years out of Yale that suggests that having a positive attitude, not just in general being positive, but having specifically a positive attitude about our own aging specifically can add up to seven and a half years to our lifespan. And that’s an incredible amount of time, more than what we gained by watching our cholesterol and exercising and our diet and all of that combined. And of course, people who are positive tend to do those things anyway, as well as not smoke. And they tend to go easy on the booze. So that’s a key thing. We also mentioned social isolation. People in the Blue Zones, and many centenarians who are successful, tend to not be languished in solitude, and that’s key as well.”

On Genetics & Lifestyle Choices

“Fortunately, there are some things we can do to optimize our genetic makeup. So the prevailing thinking is that our behaviors, our diet, our exercise, the amount of sun exposure we allow ourselves, things like this account for about 75% of what gets us to 90. And then from that point on the genes, the genetic piece increasingly plays a more prominent role and it’s more like 50% of getting us to 100. And then once you’re past 100 and then you get into the realms of the woman I mentioned,who’s a super centenarian, someone who’s 110 or above, then the genetics piece really accounted for almost all of it. I mean, she has hit all five lottery numbers – plus the Powerball.”

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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 The Multipurpose Retirement.™

A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. 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.

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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, with over 1 million downloads. Business Insider has 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.

Retire Smarter.

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS

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Your attention, please.

We’re talking today about your attention. Where are you directing it? What’s distracting your attention? How can you regain control over your focus? The first solo episode without a guest on The Retirement Wisdom Podcast.

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Design Your Retirement

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024.

Learn more and register here.

Be intentional about your next phase. Design it.

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Podcast Episodes You May Like

Edit Your Life – Elisabeth Sharp McKetta

The Power of Saying No – Vanessa Patrick, PhD

Self-Compassion – Dr. Kristin Neff

Chatter & Your Inner Voice – Ethan Kross

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Mentioned in This Podcast Episode

The Mindful Body – Ellen Langer

The Essential Skills for Being Human – David Brooks

The Tim Ferriss Show – Apollo Robbins, The World’s Most Famous Pickpocket 

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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 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.

________________________________

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.

Retire Smarter. Don’t Miss an Episode.

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS

You can tell by the barrage of commercials that it’s Medicare Open Enrollment season. The author of Medicare for You: A Smart Person’s Guide,Diane Omdahl of 65 Incorporated,  is back to help us sort through the noise, learn what’s new this year and how to avoid the common mistakes she sees people make in Medicare Open Enrollment.

Diane Omdahl joins us from Wisconsin.

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The author of Medicare for You: A Smart Person’s Guide, Diane Omdahl, RN, MS., is a nationally recognized Medicare expert and the author of Medicare and You: A Smart Person’s Guide.

In 2012, she co-founded 65 Incorporated, a company that provides one-on-one consultations to individuals dealing with Medicare. Her first company, Beacon Health, provided homecare agencies with Medicare compliance guidance from 1987 until she sold it in 2008. Diane has served as a technical expert for the Centers for Medicare and Medicaid Services (the organization that runs the Medicare program) and is a frequent speaker on Medicare-related issues. In addition to being a registered nurse, Diane holds a Master’s degree in Health Services Administration. Diane is a Forbes.com contributor on the topic of Medicare and has been featured in many national publications including the Washington Post, CBS MoneyWatch, Forbes, The Wall Street Journal Market Watch, Kiplinger, and many others.

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For More on Diane Omdahl

65 Incorporated

Website

Medicare for You: A Smart Person’s Guide

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Podcast Episodes You May Like

Medicare for You – Diane Omdahl

The New Age of Aging – Maddy Dychtwald 

The Measure of Our Age – MT Connolly

The Mindful Body – Ellen Langer

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Wise Quotes

On Misconceptions of Medicare Open Enrollment

“I think the biggest misconception people have is that Open Enrollment also applies to the Medigap policies, the supplemental insurance. We hear from people who aren’t happy with their Medicare supplement plan and they think they can change it during open enrollment. We’ve heard from people who didn’t get a Medicare supplement or Medigap policy when first eligible, and they think now they can add it like if they would with a drug plan. However, Open Enrollment doesn’t apply to Medigap policies. If you want to change your Medigap policy, you can apply at any time during the year, and medical underwriting may apply. If you are trying to change from Medicare Advantage to a Medicare supplement Medigap policy, there’s only two times you can drop that Advantage plan and one of them is coming up. So we say shop for your Medicare supplement first, get your guaranteed acceptance in hand and then dis-enroll from the Advantage plan during Open Enrollment and you’ll be good to go January 1.”

On Common Mistakes with Medicare Open Enrollment

“I think waiting until the last minute, then they can’t get through or something gets messed up. The mistake I already mentioned: assuming that you don’t have to do anything if you love your plan. That happens. I did a client last year. I did his wife early this year, and she says, I’m not supposed to tell you this, Diane, my husband didn’t take any drugs. He was in the cheapest plan that he could be in, but then he didn’t open his Annual Notice. And come to find out, I think this was two years ago, the plan he was in was discontinued and he was enrolled automatically and that went from $10 to $69. It’s a mistake – not opening your Annual Notice of Changes as far as Open Enrollment goes.”

On What to Do with Medicare Open Enrollment

“Don’t pay attention to the commercials. Look at your Annual Notice of Changes and then do your homework. So my words to people, and again, I’ve been accused of being biased against Advantage, and as I said, I’m not a biased against that. I’m biased against people not shopping carefully. You’re going to go buy a new car. You spend 14 hours testing and reviewing literature. What do you do with Medicare Advantage? You go with what a friend says works, or you talk to an agent or you go with a commercial. Come on people! Do your homework. I’m an educator. That’s what I try to have people do. ”

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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 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.

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024. Learn more and register here.

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.

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The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the opinions of the host, or of Retirement Wisdom, LLC. The Retirement Wisdom Podcast 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, not advice. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

Retire Smarter. Don’t miss an episode in this free Retirement School:

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | TuneIn | RSS

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Has there ever been a better time to be an older adult? Lifespans have increased significantly in the 21st century and older adults report high levels of happiness. But there are major challenges an aging population poses – and faces – at the societal, governmental, legal and individual levels. MT Connolly, the former head of the U.S. Department of Justice’s Elder Justice Initiative, discusses her new book The Measure of Our Age: Navigating Care, Safety, Money and Meaning Later in Life and ways of improving life for older adults at those different levels.

MT Connolly joins us from Washington, DC.

MT Connolly, a leading national expert on elder justice, was awarded a MacArthur “genius” grant for her work shaping research, policy and practice. She was founding head of DOJ’s Elder Justice Initiative, architect of the federal Elder Justice Act, and lead author of the Elder Justice Roadmap, setting priorities for the field. That work, and her research for “The Measure of Our Age: Navigating Care, Safety, Money and Meaning Later in Life,” led her to co-design teams that provide more holistic, hopeful, and evidence-based services aimed to reduce trouble and enhance connection as we age, like the innovative “RISE” program. First pilot-tested in Maine, and now expanding elsewhere, RISE services are “person-centered” and can include support for caregivers and others.

MT grew up in Rochester, Minnesota and the Northwoods of Wisconsin, graduated from Stanford and Northeastern University School of Law, is adjunct faculty at USC’s Davis School of Gerontology, and lives in Washington, DC.

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For More on MT Connolly

The Measure of Our Age: Navigating Care, Safety, Money, and Meaning Later in Life

Website

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Podcast Episodes You May Like

Breaking the Age Code – Dr. Becca Levy

Who Will Take Care of You When You Are Older? – Joy Loverde

Are You Ready for The New Long Life? – Andrew Scott

Getting Good at Getting Older – Rabbi Laura Geller

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Mentioned in This Podcast Episode

Is This Risk on Your Radar? – Julie Belshe

How the Elderly Lose Their Rights – The New Yorker

The Mindful Body – Ellen Langer

The New Old Age – David Brooks in The Atlantic

Dr. Kate Wilber USC

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Wise Quotes

“Then there’s aging as an opportunity. The late chapters of life has been a good opportunity for expanded creativity and curiosity. And I think we really underestimate old age in this respect, because there is so much we can do. And recent article by David Brooks in the Atlantic focusing on Encore Time focused on this as well. And I think that it’s a spectacular time to do something new, to try something new that can also be tremendously enriching. There’s the power of awe and transformation. Life is, and time is transformation. We’re always changing. But also if we focus on what we think is beautiful, what is transcendent? And that’s different for everybody. It might be a night sky for somebody. For another person, it might be a religious practice. For another person, it might be meditation, or a trip to the Grand Canyon. It’s different for everybody, but it’s feeling like we’re part of something bigger, like this great flow of humanity, but also the universe. We’re the tiny little specks in the universe. And ironically, really embracing that and feeling that can change our existence.”

On Time and Meaning

“…the sacred gift of time is the greatest upside of aging. A lot of people are deprived of that gift historically, and in our own time. The other way that I think about the upsides is that what I’ve tried to do both in my writing and in my own life is to shift the frame of satisfaction in living from external to internal. We need to really find in ourselves and strive to find meaning in the time we have. And there are several different ways of doing that, but really what we pay attention to is what shapes our existence. And so if we take more control over that and give more thought to how we spend our time we’ll be happier people and often also healthier people.”

On Isolation and Intergenerational Contact

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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 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.

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024. Learn more and register here.

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.

Retire Smarter. Don’t miss an episode in this free Retirement School:

Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | TuneIn | RSS

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Pete, the main character in my book Win The Retirement Game and his wife Melissa, decide to move to the city for their next chapter. If you’re considering that, you’ll want to hear about the research done by ConsumerAffairs.com on the best and worst cities for retirement in 2023. The criteria they use can spark your curiosity about what’s most important to you and highlight some factors you haven’t considered yet. Mark Huffman joins us to discuss their analysis.

Mark joins us from Kentucky.

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Mark Huffman has written about consumer issues for ConsumerAffairs.com since 2004. Previously, he was a news correspondent for the Associated Press Radio Network, Westwood One Radio Networks and Marketwatch.com. Huffman also produces video segments for ConsumerAffairs.com and, in 2006, produced a 20-minute DVD, “Senior Scam Alert,” a training tool to help seniors avoid scams. He received a B.A. degree from the University of Kentucky. He and his family live in a historic rowhouse in Richmond, VA, and have a weekend home on Chesapeake Bay

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For More on Mark Huffman

Best and worst cities for retirement in 2023

ConsumerAffairs.com

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Podcast Episodes You May Like

Where to Retire – Silvia Ascarelli

The New Age of Aging – Maddy Dychtwald

Where Will You Live Next? – Ryan Frederick

Keep the Memories, Lose the Stuff – Matt Paxton

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Wise Quotes

On College Towns and Retirement

“Well, I think people like to be around people their own age. But also if you have a large population of people over 65, there’s going to be more services for those people. Businesses that cater to that population will be where their customers are. So they will come in and be in those areas. And then finally, it’s a university town. And if you look at the top four on our list, it was Lincoln, St. Louis, Champaign, Illinois, and Des Moines. All four have major universities. And what does a major university provide? Well, there’s cultural activities. If you’re a sports fan, there’s Division I college sports. There’s a lot to like. I think that probably the biggest factor is people want to be close to family. And I think that drives a lot of moves.”

On Baby Boomers and Walkability

“I just think our generation is just aging differently than any in the past, and maybe the ones coming behind us will change even more, but we’re sort of breaking the mold. It is. And as well as public transportation, as you age, you may not want to drive as much and being able to get around and want be able to walk to where you want to go. We bought a place in one of Richmond’s oldest neighborhoods, and I’d never lived in a city before. And it was great because you could walk everywhere. You could walk to restaurants, you could walk to the grocery, and I really got a kick out of that. I liked it. We didn’t specifically address that point, but I can tell you just from observation what’s interesting is, as I mentioned, the top cities are in the Midwest.”

On Doing Your Homework

“I just think our generation is just aging differently than any in the past, and maybe the ones coming behind us will change even more, but we’re sort of breaking the mold. It is. And as well as public transportation, as you age, you may not want to drive as much and being able to get around and be able to walk to where you want to go. We lived briefly before we moved to Richmond full time. We bought a place in one of Richmond’s oldest neighborhoods, and I’d never lived in a city before. And it was great because you could walk everywhere. You could walk to restaurants, you could walk to the grocery, and I really got a kick out of that. I liked it. We didn’t specifically address that point, but I can tell you just from observation, what’s interesting is, as I mentioned, is that the top cities are in the Midwest.”

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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 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.

Our next Design Your New Life in Retirement small group coaching program begins on January 25, 2024. Learn more and register here.

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.