The Retirement Wisdom Podcast

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The Retirement Wisdom Podcast episodes

December 19, 2022 Best of 2022 – Part 4
Wishing everyone Happy Holidays and a healthy New Year.
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You could wing it… but why not Design Your Retirement
Early Bird Pricing ends December 31. | Learn more here
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I’m grateful for the guests who joined us on my retirement podcast to share their wisdom in the fourth quarter of 2022.
If you missed any episodes, don’t miss these conversations.
The links to the full podcast conversations are below:

Independence Day – Steve Lopez

Taking Stock – Dr. Jordan Grumet

The Vintage Years – Dr. Francine Toder

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

Happier Hour – Cassie Holmes, PhD

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

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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. 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.

28 min
December 12, 2022 Happier Hour – Cassie Holmes, PhD
Design Your Retirement – Take charge of your future with our small group coaching program starting in January.
Limited to 10 participants. | Early Bird Pricing ends in December. |Learn more here
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“…the solution to happiness or satisfaction is not actually being time rich, it’s about making the time that you have rich.”
– Cassie Holmes, PhD

The biggest investment decisions you’re making aren’t about your 401(k) or IRA. They’re about your time. Cassie Holmes, PhD, shares her research on the intersection of time and happiness. Listen in for research-based exercises and practical tips that can help you wisely craft your time, increase your satisfaction and retire happy.
Cassie Holmes joins us from Los Angeles.
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Bio
Cassie Mogilner Holmes is a Professor at UCLA’s Anderson School of Management. Cassie is an expert on time and happiness. Her research examines such questions as how focusing on time (rather than money) increases happiness, how the meaning of happiness changes over the course of one’s lifetime, and how much happiness people enjoy from extraordinary versus ordinary experiences. Across these inquiries, her findings highlight the joy that stems from interpersonal connection and paying attention to the present moment.
Cassie’s academic research on the role of time in cultivating well-being has been published in leading academic journals, including Psychological Science, the Journal of Personality and Social Psychology, and the Journal of Consumer Research, and earned her the Early Career Award from both the Association of Consumer Research and the Society of Consumer Psychology. Cassie was identified by Poets & Quants as one of the best 40 business professors under 40, and popular accounts of her research have been featured on NPR and in such publications as The Economist, The New York Times, The Wall Street Journal, the Financial Times, and Scientific American.
Professor Cassie Holmes is the author of the book, Happier Hour: How to Beat Distraction, Expand Your Time, and Focus on What Matters Most, which is based on her wildly popular MBA course, “Applying the Science of Happiness to Life Design.”
Holmes is a faculty affiliate with The UCLA Bedari Kindness Institute, an interdisciplinary organization dedicated to the research, education, and practice of kindness.
Previously, Holmes was a tenured faculty member and award-winning teacher at the Wharton School at the University of Pennsylvania. She has a Ph.D. from Stanford University’s Graduate School of Business, and a B.A. from Columbia.
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For More on Cassie Holmes, PhD
Happier Hour: How to Beat Distraction, Expand Your Time, and Focus on What Matters Most
Time Crafting – Time Tracker Worksheet
Website
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Podcast Episodes You May Like
Retire Happy – Dr. Catherine Sanderson
The Power of Fun – Catherine Price
Everyday Vitality – Dr. Samantha Boardman
Well-Being & Longevity – Dr. Jennifer Boylan
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Wise Quotes
On What Influences Happiness
“So what we think about and what we intentionally do in our day-to-day has a significant influence on our happiness, more so than those circumstances that we think are the secrets to happiness. And so in my work, because I look at the role of time, I very much frame this as how do we think about and choose to invest the time that we have? How does that influence the joy that we experience in our days and the satisfaction we feel about our lives?”
On Time Tracking
“…really what I’m sharing is the research to help people to maximize the amount of time that they experience is worthwhile, minimize the time that is wasted or that people are moving through almost like letting it be wasted. And there’s two components of that. One is spending time, investing time on activities that are worthwhile. The other is when you’re spending that time being engaged in such a way that you make those times worthwhile. So when I just mentioned some of the strategies to offset hedonic adaptation, that is to allow it so that when you’re spending time on these worthwhile activities that you get the most out of them. Now time tracking allows you and helps you to identify what are those activities that are worth allocating time towards. Time tracking identifies what are those activities that are associated with the most positive emotion, most negative emotion, and sort of tracking over the course of people’s days, what activities are they dealing with, as well as how are they feeling, so you can pull out, on average, those activities that tend to produce the most positive emotion.”

On Time & Purpose
“But what was interesting was that there is such thing as having too much available discretionary time and digging into what drove that sort of downward slope with too much time. What it turns out is that we are driven to be productive, we’re averse to being idle. So when we spend all the hours of our sort of regular days with nothing to show for how we spend those hours, it undermines our sense of purpose and with that we feel less satisfied. Now, notably work like working for pay is not the only source of spending time in ways that allow folks to feel productive and worthwhile. It is important to recognize that having the available discretionary hours in your day, what one needs to do is invest those hours in ways that allow them to feel productive, to give a sense of purpose. So we actually found that folks who had a whole lot of discretionary time when they spent them in ways that for them felt worthwhile, it included things like engaging in an enriching hobby that allowed you to develop and grow, engaging in volunteer work that allowed you to feel like you were having an impact, also engaging in social connections, cultivating those important relationships. You actually didn’t see this dip in happiness with a lot of time. So what this is pointing to is that the solution to happiness or satisfaction is not actually being time rich, it’s about making the time that you have rich.”
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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. 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.
38 min
December 05, 2022 Rethinking Retirement – Eric Phillips
Design Your Retirement – Take charge of your next phase with my small group coaching program.
Two new groups are starting in January 2023 – Limited to 10 participants. – Early Bird Pricing ends in December.
More info and registration here
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Have your retirement plans changed? Well, a lot has changed about retirement over the past few years. A survey of 2002 people in the US by Human Interest, a provider of retirement plans for small and medium-sized businesses, highlighted how the pandemic has altered how we view the world of work and retirement. Eric Phillips of Human Interest joins us from the San Francisco Bay Area to discuss the key findings.
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Bio
Eric Phillips, CFA, is Senior Director, Partnerships and Strategic Insights at Human Interest.
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For More on Human Interest
Website
COVID-19 gave people a ‘revelation’ about retirement
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Podcast Episodes You May Like
How Seniors Are Saving the World With Activism – Thelma Reese
Independence Day – Steve Lopez
Think Big – Dr. Grace Lordan
A Tapas Life – Andy Robin
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Wise Quotes
On How the Pandemic Changed Retirement
“People are viewing work in retirement differently than they were before the pandemic. I think the pandemic changed a lot about people’s lives very quickly. It changed what work looked like for people. Layoffs were common. People were working from home, including myself. People had more time to reflect on what they wanted in their future. I think it allowed, and in certain situations, it forced, people to evaluate what their retirement might look like, what they want out of it, and when they’re going to do it.”

On Why Work is Becoming a Part of Retirement
“The biggest change that we’ve seen from the results is that retirement is no longer the absence of work. I think the average person believes that you can work up to 11 hours a week and still be considered retired. About nine out of 10 workers are open to switching fields or jobs during that pretirement phase. And so it’s interesting to see that workers have a really diverse set of reasons for transitioning into a new job or industry before retirement, and not necessarily for the reasons that you might think of as well. Some of it is that they might want to do something impactful for their communities…But I think that the biggest takeaway is that most people don’t expect to have a full stop retirement anymore.”

On Retirement Activism
“A quarter of the people said that they would actually want to run for some sort of political office. This number was weighted quite a bit heavier for those who had a very difficult pandemic experience with about 34% saying that they would want to run. So what that tells me is I think that some of the activism that we’ve had, some of the time that we might have had on our hands to think about how we could have done things differently over the past few years, [led to realizing] how we could have done things to help our communities out a little bit more. And I take that as a positive note as we’ve had a lot of tough times in the past few years. I think that’s something positive coming from it.”
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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. 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.

18 min
November 28, 2022 Best Of – Lifelong Learning
Design Your Retirement
Don’t be a drifter.
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
Questions? Leave a voice message here
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Retiring from full-time work? Congratulations. But don’t retire from learning.
There’s so much to learn – and now you’ll have the time.
Listen in to our best conversations on lifelong learning and jump into
something new in the new year ahead!
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Listen to the Full Podcast Conversations
Learning is a Lifetime Sport – Tom Vanderbilt
Lifelong Learning – Michelle Weise
Old in Art School – Dr. Nell Painter
Breaking the Age Code – Dr. Becca Levy
Thinking Better to Live Better – Dr. Woo-kyoung Ahn
How to Make New Friends in Retirement – Dr. Marisa G. Franco
Cooking Up a Storm in Retirement – Chef Dennis Littley
Tiny Habits Can Lead to Big Changes – BJ Fogg
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About Your 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.
If you’re thinking about retirement, you’ll also need to be planning for longevity. That’s why Joe returned to school, earning a Masters in Gerontology from the University of Southern California. 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.
Joe is the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy launching on August 9th.
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Intro and Outro voiceovers by Ross Huguet.

25 min
November 21, 2022 The Vintage Years – Dr. Francine Toder
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,
25 min
November 17, 2022 Navigating Career Crossroads – Justin Smith, CFP, CAP, CFA
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.
22 min
November 14, 2022 Emeralds of Oz – Peter Guzzardi
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.
33 min
November 10, 2022 Longevity Lifestyle by Design – Mike Drak
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.
22 min
November 07, 2022 How to Make New Friends in Retirement – Dr. Marisa G. Franco
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?
28 min
October 31, 2022 Independence Day – Steve Lopez
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.”

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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,
45 min