Retire? My guest today has a phrase that better captures this phase of life than the word retirement: The Vintage Years. So how are you planning for your vintage years? Dr. Francine Toder joins us to discuss how to do so with your brain in mind. And that means including novelty, complexity and problem-solving into your day-to-day life. Taking up an artistic pursuit, even without any prior experience is one way to bring those elements into your vintage years.

Dr. Toder joins us us from the San Francisco Bay area.

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Design Your Retirement

Be intentional about your next phase.

Invest in your future with my small group coaching program.

Two new groups starting in January 2023 - Limited to 10 participants

More info and registration here

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Bio

Francine Toder, Ph.D. is an emeritus faculty member of California State University, Sacramento and is a clinical psychologist retired from private practice. She is also the author of The Vintage Years: Finding your Inner Artist (Writer, Musician, Visual Artist) After Sixty.Her most recent book is Inward Traveler: 51 Ways to Explore the World Mindfully.  Her extensive writing on diverse topics appears in magazines, professional journals, newspapers, blog sites and as edited book chapters. She resides in the San Francisco Bay area.

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For More On Francine Toder, Ph.D. 

Website

The Vintage Years: Finding your Inner Artist (Writer, Musician, Visual Artist) After Sixty

Inward Traveler: 51 Ways to Explore the World Mindfully

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Podcast Episodes You May Like

A Round of Golf with My Father – William Damon

Retire Happy – Dr. Catherine Sanderson

How Can You Be Better with Age? – Alan Castel

If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver

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Wise Quotes

On the Power of Novelty

"Basically, neuroplasticity means it's plastic, it can continue shaping itself. And the way it does that is through novelty, complexity and problem solving. So let's say you play golf and you like to play golf and you've been playing golf for 40 years. Well, I'd say either you take up another sport or you learn to hold a club in your opposite hand, which is almost impossible and very counterintuitive, and most people would not like it. But that has the benefits of what I call novelty and problem solving. It would be the same way if you were a knitter, I'd say take up a different craft or knit something totally different or in a different way. So you don't have to change hobbies, you just have to change the way you do it. Or find a new hobby. Even if you didn't know what you wanted, you could go back to something you did as a child."

On Wisdom and the Richest Stage of Life

"This is the richest stage in life. For one thing, I am a psychologist, so I look at the world through psychologist eyes. When you get to this stage of life, your mental health is probably better than it's ever been. And partly, and this may surprise some people, it's because the drop off in certain hormones, estrogen and testosterone and some other ones, that pull for other kinds of activities. And when those are gone, there is more room for taking up something new. And besides that, at this point, we have wisdom. I'll give you an example. Kids have little bookcases full of half a dozen books, and by the time they're out of school,

Are you ready for the new retirement? The old-fashioned "full-stop" retirement simply doesn't work for everyone. For many people, to retire happy, it includes some form of work - on your own terms. In a hybrid retirement, work - paid or unpaid - can provide meaning, connection, purpose, fulfillment - and some income. There are more options available today to create a hybrid retirement that works for you. But that may mean changing lanes. You'll need to plan ahead and lay the groundwork. Justin Smith, CFP., CAP, CFA of Savant Wealth Management, offers his tips and a tool to help you think outside the box and navigate career crossroads.

Justin joins us from Phoenix, Arizona.

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Delaying retirement?  You could wait until you retire and ask What Now? – and then scramble – or drift.

Don’t be that person.

Instead, start planning for the non-financial side of retirement now. Delaying when to retire doesn't mean delaying your preparation. Apply the same principles of design thinking that Nike and other leading companies use to design your future. Learn more about my One-on-One coaching and small group programs. Take the first step toward designing your new life today – schedule a call.

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Bio

Justin specializes in helping executives and successful professionals navigate the chapter between full-time work and full-stop retirement, which we call a “Victory Lap.” He has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago.

Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on the topics of Victory Lap Retirement and tax-smart retirement planning.

Justin loves to cook (especially tacos!) and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football.

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For More on Justin Smith

Website

Download The Career Crossroads Workbook

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Podcast Episodes You May Like

How’s Your Network? – Kelly Hoey

The Unretirement Life – Richard Eisenberg

Breaking the Age Code – Dr. Becca Levy

Independence Day - Steve Lopez

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It’s Game Time!

Win The Retirement Game

 “Definitely the best book I’ve read on the non-financial aspects of retirement.”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

On Hybrid Retirement 

"I think this is becoming more and more of a movement. Nobody announced it, but it's becoming more and more popular. 20 years ago there was really one path where it was somebody in the C-suite and then they would go serve on a board and they went from working 80 hours a week to working 20 hours a week. They'd still fly around and go to board meetings and things like that. But now that has been democratized and there's countless different ways that people can take a hybrid path. And the big change I'm seeing is that a more people have access to these hybrid paths. Basically anybody who puts in the work can find something that checks all the boxes for them.

The Wizard of Oz is one of the most watched films of all time. Look closely and you'll see that it contains valuable life lessons for any stage of life, including retirement. Peter Guzzardi joins us to discuss his book, Emeralds of Oz: Life Lessons from Over the Rainbow, which details nine Emeralds of Wisdom, along with 52 life lessons.

He joins us from Chapel Hill, North Carolina.

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Delaying retirement?  You could wait until you retire and ask What Now? – and then scramble – or drift. Don’t be that person. Instead, start now. Apply the same principles of design thinking that Nike and other leading companies use to design your future. Learn more about my One-on-One coaching and small group programs. Take the first step toward your new life today – schedule a call.

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Bio

Peter Guzzardi has worked in publishing for more than forty years. Prominent books he has edited include Stephen Hawking’s A Brief History of Time, Deepak Chopra’s Ageless Body, Timeless Mind, Queen Noor’s Leap of Faith, Susan Cain’s Quiet, and Douglas Adams’s Mostly Harmless. And he's the author of Emeralds of Oz: Life Lessons from Over the Rainbow. An independent editor and writer, he lives in Chapel Hill, North Carolina.

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For More on Peter Guzzardi

Emeralds of Oz

Website (Download the handy Postcard of the 9 Emeralds and a Worksheet to apply them)

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Podcast Episodes You May Like

Chatter & Your Inner Voice – Ethan Kross

How to Make New Friends in Retirement – Dr. Marisa G. Franco

An Artful Life – John P. Weiss

The Emotional Side of Retiring – Kate Schroeder

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It's Game Time: Win The Retirement Game 

           “Definitely the best book I’ve read on the non-financial aspects of retirement.”

           “I wish I had this book when I retired.”

           “This is a great gift for anyone anticipating retirement years”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

On the Lesson That's Helped Him the Most

"I think in some ways the one that's hardest for me to absorb kind of stands out. And that's Number Five: You Already Possess What You Desire Most. And of course Dorothy's companions are classic examples of that in the most wonderful way. But to take that in, what does that really mean for me? What does that mean for you? It's really profound. We're rushing around looking outside ourselves for the things that we think matter most for money, for success, For me it might be courage. I tend to suffer from anxiety. And so courage. I would never think of myself as a courageous person but this Emerald is telling me I am a courageous person and that courage, I'm not going to find it elsewhere."

On Mistakes

"The notion that there are no mistakes, only lessons. And that's so huge. When I grew up and it was all about getting the answers right in school and not making a mistake. And what you really don't want to be is wrong. But what if you could just remove that? And what if it's just that life is a series of experiments and explorations and it's not going to be right or wrong, it's just you're going learn from them. So I'm going to take a different approach next time. What a relief that would be to be able to approach life that way."

On the Beginner's Mind

"As I look at the Emeralds, the first one is Listen to Your Longing. And that's from the amazing moment in the barnyard where Dorothy begins to sing. And what a valuable place to start that is for all of us to listen to that longing.

Planning for retirement? You need to also plan for your longevity. And your lifestyle choices will play be a big role in your longevity and satisfaction in retirement. Mike Drak, author of the new book Longevity Lifestyle by Design, returns to The Retirement Wisdom Podcast for an enlightening conversation on how to upgrade your retirement planning.

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Delaying retirement? Many of my clients are. But they’re using this time to get a jump on their future.

You could wait until you retire and ask What Now? – and then scramble – or drift. Don't be that person. Instead, start now and design your new post-full-time work life.

Find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction. Apply the same principles of design thinking that Nike and other leading companies use to design your future. Learn more about my One-on-One coaching and small group programs. Take the first step toward your new life today – schedule a call.

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Bio

Mike Drak is the author of his third book Longevity Lifestyle by Design: Redefining What Retirement Can Be. After a thirty-eight year career within the financial services industry, Mike Drak experienced what he has now termed “retirement shock”. As a result, Mike spent the next 6 years doing research about retirement which resulted in his best selling book “Victory Lap Retirement” based on his realization that full stop retirement doesn’t work for most people.

His second book “Retirement Heaven or Hell: Which Will You Choose?” shares some of Mike’s personal experiences in retirement and highlights how people can design and transition to their own unique retirement lifestyle. This book also outlines the valuable retirement lessons learned from the pandemic and introduces nine retirement principles that can support creating a long, healthy and fulfilling life.

Along with being a best-selling author, Mike is also a public speaker and retirement lifestyle designer. He has received awards for his writing and you can find his articles at Booming Encore.

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For More on Mike Drak

Longevity Lifestyle by Design book: Free Download   |  Amazon

Mike Drak's First Visit with The Retirement Wisdom Podcast

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Podcast Episodes You May Like

Independence Day – Steve Lopez

How to Make New Friends in Retirement – Dr. Marisa G. Franco

Thinking Better to Live Better – Dr. Woo-kyoung Ahn

Taking Stock – Dr. Jordan Grumet

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Win the Retirement Game

(It Might Just Be the Most Important Game of Your Life)

What Readers Are Saying:

           “Definitely the best book I’ve read on the non-financial aspects of retirement.”

           “I wish I had this book when I retired.”

           “…the book is amazingly readable, and chock full of insights.”

           “This is a great gift for anyone anticipating retirement years”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

On Why People Fail Retirement

"I believe it's just that they have the wrong beliefs about retirement. They don't fully understand what's coming their way. Many people think it's just a financial situation. If you have enough money, you're going to have a great retirement. And that's not true. Many people think transitioning to a successful retirement will be easy. What can be hard about retiring? But it's one of the hardest things you can do.

A lot changes when you retire, including your social connectivity. Dr. Marisa G. Franco, author of Platonic: How the Science of Attachment Can Help You Make--and Keep—Friends, has research-based advice on making new friends as an adult, and creating new connections.

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Delaying retirement? Many of my clients are. But they’re using this time to get a jump on their future.

You could wait until you retire and ask What Now? – and then scramble - or drift. Instead, why not start now to proactively explore your options and design your new post-full-time work life?

Find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction. Apply the same principles of design thinking that Nike and other leading companies use to design your future. Learn more about my One-on-One coaching and small group programs. Take the first step toward your new life today - schedule a call.

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Bio

Dr. Marisa G. Franco is the New York Times bestselling author of Platonic: How the Science of Attachment Can Help You Make--and Keep—Friends;  and she is a professor, speaker, and psychologist. Her research focuses on the powerful role of our communities in shaping who we are and why we flourish.

Marisa uses her expertise to advise clients and companies on how to nurture deeper connections. She believes that connections underlie everything—our health, our motivation, our work, and our sense of who we are.

Dr. Franco holds a Ph.D. in Counseling Psychology from the University of Maryland and works as a professor there. She writes for Psychology Today and she has been a featured psychologist in The New York Times, NPR, and Good Morning America.

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For More on Dr. Marisa G. Franco 

Platonic: How the Science of Attachment Can Help You Make--and Keep—Friends

Website

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Podcast Episodes You May Like

Where to Retire – Silvia Ascarelli

Plays Well with Others – Eric Barker

Thinking Better to Live Better – Dr. Woo-kyoung Ahn

The Emotional Side of Retiring – Kate Schroeder

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How to Win the Retirement Game

(It Might Just Be the Most Important Game of Your Life)

What Readers Are Saying:

           “Definitely the best book I’ve read on the non-financial aspects of retirement.”

           “I wish I had this book when I retired.”

           “…the book is amazingly readable, and chock full of insights.”

           “This is a great gift for anyone anticipating retirement years or already in the thick of it.”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

On Making Friends as an Adult

"So making friends is about having a certain type of setting or environment. Rebecca G. Adams, she's a sociologist, describes it as having repeated unplanned interaction and shared vulnerability. So that's school, right? You see someone every day, you have recess, you have gym, you have lunch, right? For some people that's work, for other people not, because sometimes people go to work and they're not quite vulnerable, which is why one study found that the more time we spend together at work, the less close we feel. And I think, in general, as we move forward to adulthood, we just don't inhabit those same types of settings that really foster connection. So if we rely on this concept of making friends that we had when we were kids, we're just going to be like, it should just happen, right?

Am I ready to retire? Should I stay or should I go? Who will I be if I retire? Planning for retirement brings a plethora of questions to ponder. Esteemed LA Times columnist Steve Lopez shares his year-long exploration of these, and other questions, in his new book Independence Day: What I Learned About Retirement from Some Who’ve Done It and Some Who Never Will. His journey included conversations with a wide range of people with different perspectives on retirement that informed his own decision on whether to retire, keep going - or do something else. The observations and insights can help you retire smarter - in a way that's right for you.

Steve Lopez joins us from Southern California.

Bio

Steve Lopez is a California native who has been an L.A. Times columnist since 2001. He has won more than a dozen national journalism awards for his reporting and column writing at seven newspapers and four news magazines, and is a four-time Pulitzer finalist for commentary – in 2012, for his columns on elder care; in 2016, for his columns on income inequality in California; in 2018, for his columns on housing and homelessness; and in 2020, for purposeful pieces about rising homelessness in Los Angeles, which amplified calls for government action to deal with a long-visible public crisis.

He is the author of three novels, two collections of columns and a non-fiction work called “The Soloist,” which was a Los Angeles Times and New York Times best-seller, winner of the PEN USA Literary Award for Non-Fiction, and the subject of a Dream Works movie by the same name. Lopez’s television reporting for public station KCET has won three local news Emmys, three Golden Mike awards and a share of the Columbia University DuPont Award.

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For More on Steve Lopez

Independence Day: What I Learned About Retirement from Some Who’ve Done It and Some Who Never Will

The Soloist: A Lost Dream, an Unlikely Friendship, and the Redemptive Power of Music

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Podcast Episodes You May Like

The Unretirement Life – Richard Eisenberg

The Emotional Side of Retiring – Kate Schroeder

Purpose & a Paycheck – Chris Farrell

If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver

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Are You Ready to Retire?

How prepared are you for the non-financial side of retirement? Take our free quiz.

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How to Win the Retirement Game

(It Might Just Be the Most Important Game of Your Life)

What Readers Are Saying:

           “Definitely the best book I’ve read on the non-financial aspects of retirement.”

           “I wish I had this book when I retired.”

           “…the book is amazingly readable, and chock full of insights.”

           “This is the book I didn’t know I needed after retiring!”

           “This is a great gift for anyone anticipating retirement years or already in the thick of it.”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

On the Transition to Retirement

"...there are a lot of things that surprised me. One thing I had not given a lot of thought to, and I was persuaded by among other people, a woman by the name of Nancy Schlossberg, who is in her nineties and lives in Sarasota, Florida. I hope her house is still there after the storm. She talked about how much thought should go into this time in your life, because this is a huge transition. And it's not just going from work to not working. There's a transition in every aspect of your life and your relationship, say,

You may be familiar with cognitive bias from behavioral economics. But being aware of common thinking traps and how to elude them can help you in your retirement planning and in your day-to day life, including making you a wiser consumer. Dr. Woo-kyoung Ahn, a Psychology professor at Yale, is the author of the new book Thinking 101: How to Reason Better to Live Better. She joins us for an enlightening conversation about how we can be more keenly aware of our cognitive tendencies, sharpen our thinking and duck thinking errors that can have real-life implications.

We discuss:

How confirmation bias works - and how it gets in our way

Negativity bias - and why loss aversion carries more weight than gains do

Overconfidence and the fluency effect

Estimating better and the planning fallacy

How marketers use cognitive bias - and how to be a wiser consumer

Applications of the research in daily life

How cognitive psychology can help at the individual and societal levels

Dr. Ahn joins us from New Haven.

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Comments, Suggestions or Questions You’d Like Me to Address on the Podcast?

Leave a Voice Message Here

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Bio

Woo-kyoung Ahn is the John Hay Whitney Professor of Psychology at Yale University. After receiving her PhD in Psychology from the University of Illinois, Urbana-Champaign, she was Assistant Professor at Yale University and Associate Professor at Vanderbilt University. Her research on thinking biases has been funded by NIH. She is a fellow of the American Psychological Association and the Association for Psychological Science.

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For More on Dr. Woo-kyoung Ahn

Thinking 101: How to Reason Better to Live Better

Website

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Mentioned in This Episode

BTS Music Video (The dance sequence Dr. Ahn uses in her class is from 1:18 to 1:24. )

(Video of my attempt to do this is currently unavailable...)

Breaking the Age Code – Dr. Becca Levy

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Podcast Episodes You May Like

Chatter & Your Inner Voice – Ethan Kross

Think Big – Dr. Grace Lordan

The Expectation Effect – David Robson

Smarter Tomorrow – Elizabeth Ricker

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How to Win the Retirement Game

(It Might Just Be the Most Important Game of Your Life)

What Readers Are Saying:

“Definitely the best book I’ve read on the non-financial aspects of retirement.”

“I wish I had this book when I retired.”

“…the book is amazingly readable, and chock full of insights.”

“This is the book I didn’t know I needed after retiring!”

“This is a great gift for anyone anticipating retirement years or already in the thick of it.”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

On Estimating & Planning Better

"...what I do to overcome the planning fallacy in myself is I just basically add 50% of the time that I initially estimate. And I try not to negotiate with myself on this. And sometimes 50% was not enough. My favorite story was I was planning I was preparing for a lecture on the planning fallacy, and I thought It'll be done within four days. And I said, Okay, that means a week. No. It took two weeks, because there's so many studies that I read and then I said, No, this one doesn't work. No, this is not interesting.

Delaying retirement? Use this time wisely to prepare well for the transition.

If you wait until you're asking What Now? you're behind the curve.

Don't lag behind.

Ask a better question:

How can I design the retirement I've worked so hard to earn?

Schedule a call - get well-prepared for your graduation from full-time work.

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Retirement sounds simple, but it has many dimensions to it.

On this retirement podcast, here are some of the areas we've explored recently:

the semi-retirement option

what women need to plan differently for in retirement

how small acts can make a big difference

how to figure out where to retire

how to retire early

and five secrets to lasting love

Click on the links below to listen to the full conversations:

The Unretirement Life - Richard Eisenberg

Key Lifestyle & Financial Decisions as We Age – Marjorie Fox

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

Where to Retire - Silvia Ascarelli

Buy This, Not That – "Sam Dogen"

The Go-Giver Marriage – Ana Mann

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Retirement Podcast Episodes You May Like

Best of 2022 – Part 2

Best of 2022 - Part 1

Best of 2021

Best of - On Wellness

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Interested in more retirement podcast conversations?

Visit retirementwisdom.com

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About Your Retirement Podcast Host

Joe Casey is an executive coach who also helps people design their next life after their primary career. 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 1.5 % 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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Intro and Outro voiceovers by Ross Huguet.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Retirement is about much more than money. Is your retirement planning leaving you exposed on either side of the retirement equation? Increasingly, pre-retirees are enlisting the services on professionals on both sides. That way they'll be well prepared on how they'll be investing their money - and their time - to create the life in retirement they've worked so hard to build.

Tony Hixon and Scott Miller join us to discuss how this dual approach to retirement planning can give you an edge.

Tony and Scott join us from Ohio.

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Bios

Tony Hixon is co-founder and Chief Operating Officer of Hixon Zuercher Capital Management. As Chief Operating Officer, Tony is responsible for overseeing the administration of the firm. In addition to managing the firm’s operations, Tony serves on the firm’s Investment Committee and is a co-Portfolio Manager, an Analyst, and Trader.

Tony has experience providing investment services since 2003 and providing financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management, Tony worked at a CPA firm for nearly four years specializing in accounting, tax planning, and tax preparation for high net worth individuals.

In 2021, Tony released his book Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy.  In it, he recounts the tragic story that happened to his mom, Pam Hixon, and instructs the reader on how they can prepare for a meaningful retirement beyond the numbers.  His book is available on all major online retailers or by visiting www.tonyhixon.com/book.  The Retirement Stepping Stones Workbook serves to elevate the experience to set you on a path to retirement preparedness is available for download at www.tonyhixon.com.

Scott Miller serves as a Life Coach at Hixon Zuercher Capital Management. His primary role is to help clients transition into retirement and beyond by helping them navigate some of the challenges that arise. He assists clients clarifying goals, identifying obstacles and creating strategies for overcoming each obstacle. In short, Scott helps clients find meaning, live with purpose and leave a legacy!

Originally from Wooster, Ohio, Dr. Miller moved to Findlay in 1989 where he began practicing dentistry. In 2021, Scott retired from dentistry having served patients for more than 32 years.  Scott has extensive experience with teaching leadership skills and helping people get to know themselves, asking the question, “Who am I and where do I want to go in life?”  For example, he has helped students make the transition from high school to the next phase of their life and figure out what they want to do in their careers. And now he is taking people from their careers to the next step of finding significance in the second half of their lives.

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For More on Tony Hixon & Scott Miller

Retirement Stepping Stones

Website

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Podcast Episodes You May Like

Retirement Stepping Stones – Tony Hixon

When Will You Flip the Switch? – Dr. Barbara O’Neill

Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland

Breaking the Age Code – Dr. Becca Levy

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Win Your Retirement Game

What Readers Are Saying about Win the Retirement Game:

“Definitely the best book I’ve read on the non-financial aspects of retirement.”

"I wish I had this book when I retired."

“…the book is amazingly readable, and chock full of insights.”

"This is the book I didn't know I needed after retiring!"

“This is a great gift for anyone anticipating retirement years or already in the thick of it.

How do your emotions affect your relationship with money? My guest is Mikelann Valterra, who is is a money coach. We discuss what a money coach does and how it's different from - and complementary to - what a financial advisor and financial planner does. Planning for retirement requires wise choices and as Mikelann notes "You can do anything. But you can’t do everything.” Are your beliefs about money helping you make smart choices or getting in your way?

Mikelann Valterra joins us from Seattle.

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Bio

Mikelann is a money coach, writer, speaker and leader in the field of personal finance.  She has been in private practice over 20 years, working with private individuals on how to manage cash flow in an easier way, while also uncovering and addressing their own unique financial psychology. Her clients experience less stress, less debt, and more savings and clarity about the future. In addition to her private practice, she is a sought after speaker who fuses the fields of psychology, spirituality, brain science and personal finance to deliver riveting seminars that transform a person’s relationship to money in a lasting way. Her passion is to help professionals escape the money fog, feel more in control of their finances and create a life they love. She believes everyone can truly heal their relationship to money.

She is the author of Why Women Earn Less: How to make what you’re really worth, as well as multiple workbooks and audios on personal finance. Her blog goes back almost twenty years. Mikelann is quoted in numerous published books and has appeared on dozens of radio shows, television spots and in newspapers across the United States. She has also written for Forbes and credit.com.

Mikelann possesses a deep understanding of people’s pain and frustration around money. She has a bachelors in economics, a masters in psychology, and is also an accredited financial counselor (AFC®). She possesses more than two decades of helping people experience greater financial control and success. She knows it really is possible to heal your relationship to money and leave financial anxiety behind, forever. She is based in Seattle, Washington.

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For More on Mikelann Valterra

Website

Free e-book: How to Stop Stressing About Money & Create a Life You Love

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Podcast Episodes You May Like

The Emotional Side of Retiring – Kate Schroeder

The Key Decisions for Retirement Success – Wade Pfau

Lifestyle and Financial Decisions As We Age – Marjorie Fox, JD, CFP®

Retirement Planning Considerations for Women – Russ Thornton

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Win The Retirement Game

What Readers Are Saying:

“Definitely the best book I’ve read on the non-financial aspects of retirement.”

“Win The Retirement Game is well written, easy to read, and hard to put down. I highly recommend this book not just to those about to be or recently retired, but to anyone anticipating or experiencing a life transition.”

“This is a great gift for anyone anticipating retirement years or already in the thick of it.”

“…the book is amazingly readable, and chock full of insights.”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

Money & Emotions

"It's a huge question leading up to retirement, right? Do we have enough money? Can we retire? It's a big, big conversation. But what do we call post- retirement? There's so many ways that people go work-optional nowadays, it's not as black and white as it used to be. But money is so emotional,