The Retirement Wisdom Podcast

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,

Dr. Jordan Grumet brings a unique perspective to the topics of early retirement and a second act career. He has seen first hand the regrets of patients facing the end of their lives. His new book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life will inspire you to step back, reflect on what's most important to you, and live your life fully now - not someday, which isn't guaranteed to any of us.

We discuss:

The book that changed his life

What he's learned from his hospice patients

The benefits of a Life Review - and why you should do one now

How his identity has evolved since his early retirement

How money can distract us from what’s truly important in life

Why you should beware of The One More Year Syndrome

How the FIRE movement is evolving

The role of work in retirement

How you can benefits from the art of subtraction

Jordan Grumet joins us from Illinois.

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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

Dr. Jordan Grumet is the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.

After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University and began practicing internal medicine in Northbrook, Illinois. He is currently an associate medical director at Journeycare Hospice. Also known as Doc G, he created and hosts the podcast Earn & Invest.

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For More on Dr. Jordan Grumet 

Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life

Website

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Podcast Episodes You May Like

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

The Emotional Side of Retiring – Kate Schroeder

A Round of Golf with My Father – William Damon (On Life Review)

Buy This, Not That – "Sam Dogen"

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Mentioned in this Episode

The White Coat Investor

Why Do We Need Reminders of What Matters Most? (This is a blog post about the colleague I mentioned who died right before his retirement after putting it off for a number of 'just one more' years)

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What Readers Are Saying About Win The Retirement Game

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

“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

On Deferring Living

"The sadness was maybe he should have had his bags packed years and years before. And it's really a lesson that I see over and over again with the dying that I try to bring to the financial lives of young people is we need to start living now. We can't always put it off to the last minute. Some people are lucky enough, like Sam, they do get to live out some of their last dreams when they find that a terminal illness is indee...

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

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Life is full of trade-offs. By the time you're planning for retirement, you've become a master juggler.  Professor Glenn Frank thinks these skills can be leveraged in planning for retirement, which he views as your encore. The question is how will you balance time, money and joy in your encore phase?

Professor Glenn Frank joins us from Massachusetts.

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Bio

Glenn Frank is the author of Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.

Professor Glenn Frank is currently the Director of Education at Lexington Wealth Management. Glenn’s college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, individual and business taxes, insurance and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He is a member of the program’s advisory board and each year teaches a portfolio construction course within the program, Portfolio Management or Investment Vehicles.

He has been interviewed by the Wall Street Journal, Reader’s Digest, Financial Planning, The Boston Globe,  and various other media outlets. He is a frequent speaker drawing on his 30 years of experience as a financial advisor to share insights on finding a balance between Time, Money and Joy.

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For More on Glenn Frank

The Joy Matrix

Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy 

Website: Time, Money and Joy.com

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Podcast Episodes You May Like

The Second Curve of Life – Arthur C. Brooks

Navigating the Transition – Dr. Maggie Mulqueen

A Tapas Life – Andy Robin

When Will You Flip the Switch? - Dr. Barbara O'Neill

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What Readers are Saying About Win the Retirement Game

"...the book is amazingly readable, and chock full of insights. "

"Definitely the best book I've read on the non-financial aspects of retirement."

"The storytelling format makes it fun to read, and the lessons woven into the story are backed up by tons of references."

"The storyline of the book is engaging and also actionable,

a rare find."

Amazon    Barnes & Noble    Bookshop.org

Thank you for making the book a #1 Amazon Best Seller in two categories.

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Mentioned in This Podcast Episode

Rory Vaden - The Focus Funnel (TEDx Talk)

Patrick

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Wise Quotes

On Your Encore Phase

"Three big questions. Where does your time goes now and where it is likely to go once you leave your employer? That's number one. Number two, where your money goes now, where it's likely to go. Once you leave and three, the tougher one, what truly makes you happy now? And what will likely make you happy in the future? Here's the thing, the opportunity set of activities for that freed up time, you'll suddenly have 40, 50 or 60 hours a week. In your Encore,

What are the keys to a successful marriage?  A lot of things change when you retire. Will your marriage evolve and become even stronger? Ana Gabriel Mann and her husband John David Mann have written a book The Go-Giver Marriage: A Little Story About the Five Secrets to Lasting Love with valuable and practical tips on the practices of a successful marriage.

Ana Gabriel Mann joins us from Massachusetts.

Comments or Questions You’d Like Me to Address on the Podcast? Leave a Voice Message Here

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Bio

Ana Gabriel Mann holds a Master’s degree in clinical psychology and dance-movement therapy from Antioch New England, where she specialized in working with adults and family therapy. In addition to her work in family therapy and 5 Secrets marriage coaching, she has served as clinical director for a support program for families caring for loved ones with Alzheimer’s disease, co-founded New England’s first college of Chinese medicine, and worked as a corporate consultant, speaker, trainer, and business coach. She is the creator and lead facilitator of the Go-Giver Marriage Coaches training program.

John David Mann and Ana Gabriel Mann have been dreaming about cowriting The Go-Giver Marriage and bringing its message to the world ever since the first draft of John and Bob’s original book, The Go-Giver, came sliding out of his desktop printer in early 2005.

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For More on Ana Gabriel Mann and The Go-Giver Marriage

The Go-Giver Marriage: A Little Story About the Five Secrets to Lasting Love

The Go-Giver Marriage Coaches Program

John David and Ana Gabriel Mann’s Go-Giver Marriage Coaches training and certification program will train you in the art of coaching and mentoring individuals who want to improve their marriage. Programs will commence in the fall of 2022. To be notified when details become available, email [email protected]

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Podcast Episodes You May Like

The Emotional Side of Retiring – Kate Schroeder

The Second Curve of Life – Arthur C. Brooks

The Power of Fun – Catherine Price

Retire Happy – Dr. Catherine Sanderson

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Mentioned in This Podcast Episode

Terrence Real - I Don't Want to Talk About It: Overcoming the Secret Legacy of Male Depression

The Gottman Institute - The Four Horsemen of the Apocalypse

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What readers are saying about Win The Retirement Game

"...amazingly readable, and chock full of insights. "

"Definitely the best book I've read on the non-financial aspects of retirement."

"The storytelling format makes it fun to read, and the lessons woven into the story are backed up by tons of references."

"The storyline of the book is engaging and also actionable, a rare find."

Amazon    Barnes & Noble    Bookshop.org

Thank you for making the book a #1 Amazon Best Seller in two categories.

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Wise Quotes

On Mindsets

"Mindsets are everything, because here's one of the things that happens in every relationship. You meet and you're in this kiss of romance. It's really amazing. You think I have found my soul mate. But the truth is you're all bringing your history. She is bringing her history. You are bringing your history and whatever that history was from your initial family will start to seep into the relationship. And, some people call it after the honeymoon's over, but it really is the day-to-day. Who are you as a person? And how do you relate in the relationship?

Comments, Suggestions on Topics or Questions You’d Like Me to Address on the Podcast? Leave a Voice Message Here

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Who doesn't want to retire happy? There's no magic formula. You have to determine what the key ingredients are for you. But there are clues that can help you discern what will lead to happiness and satisfaction in your retirement life. And one thing often leads to another. For Carol Colburn, a big one has been travel, and that's led to new pursuits in writing and photography. She shares her insights on a longer list of the keys to a happy retirement. Listen in. It just might unlock your ability to retire happy in your own way.

Carol joins us from Arizona.

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Bio 

Carolina Esguerra Colborn had a distinguished career in Philippine business before migrating to the US in 2004. She was former President/CEO of BayanTrade, e-procurement hub of the Philippines; Managing Director of SAP Philippines; Deputy Commissioner of the Bureau of Internal Revenue; General Manager of MegaLink, the ATM transaction switch of banks, and Vice-President of the Development Academy of the Philippines, the government consulting arm. She also worked for Andersen Consulting, IBM and NCR. Twice a recipient of the Most Powerful Women in IT Award, she represented the private sector in the National Information Technology Council.

Carolina settled in Seattle, Washington where her eldest daughter lived. While babysitting a grandson, she also taught as adjunct professor in business at Seattle Central Community College, Central Washington University, and Renton Technical College. She even volunteered at SCORE, the Service Corps of Retired Executives, as a small business counselor and lecturer on marketing.

In 2007, she met Bill Colborn and married him a year later. Soon he sold his business, and they embarked on a five-year cruise of North America in an RV. She not only soaked up great American sights in forty-nine American states, nine Canadian provinces, and six Mexican states, but also became deeply immersed in American culture and history. Within the cozy confines of a 350-sq. ft. motorhome, life lessons came as fast as scenes changed. In 2015 this epic journey was chronicled in her travel book Carolina: Cruising to an American Dream.

This year she released a handy booklet, Cruising in an RV. the basics you need to know, for those looking to start RVing. This will soon be followed by her second travel book, Cruising Past Seventy. It’s Not Only about Outer Journeys. It’s Also about Inner Ones. She continues to maintain a travel blog, Cruising Past 70, several posts of which also have been republished elsewhere. She also writes bimonthly for travelawaits.com, an online travel magazine. Bill and Carolina now use Phoenix, Arizona as a base for their travels within and outside the US. From there, she has traveled to thirty-eight countries.

She holds a BS in Mathematics, MBA, and DPA abd from the University of the Philippines.

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For More on Carol Colburn

Cruising Past Seventy: It's Not Only about Outer Journeys. It's Also about Inner Ones

Expert Contributor Articles on TravelAwaits.com

Blog 

Website

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Podcast Episodes You May Like

Retire Happy – Dr. Catherine Sanderson

The Power of Fun – Catherine Price

With the Freedom to Retire, Where Will You Plant Your New Tree? – Don Ezra

Cooking Up a Storm in Retirement – Chef Dennis Littley

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How to Win Your Own Retirement Game 

Thank you for making Win the Retirement Game a #1 Amazon Bestseller (in a few categorie...

Comments, Suggestions or Questions You'd Like Me to Address on the Podcast? Leave a Voice Message Here

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It's easy to approach the later phases of your career with an All-or-Nothing mindset. Go all-in and work full-time longer? Retire and go off to have fun 24/7? Those options are fine for many people. But some people today are pursuing a customized hybrid version, keeping some work in the mix on their own terms, while preserving the freedom and flexibility retirement offers. It offers many benefits. Richard Eisenberg joins us today to share his experiences and insights from his version of retirement which he calls Unretirement. It may inspire you to create your own version of unretirement.

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Bio

Richard Eisenberg is a freelance personal finance writer and editor and co-host of the “Friends Talk Money” podcast. Most recently, he was managing editor of the Next Avenue site and editor of its Money & Policy and Work and Purpose channels.

A graduate of the Medill School of Journalism at Northwestern University, Eisenberg has been working in the spheres of work and personal finance for decades. His first job out of college was as a fact-checker with Money magazine. Eisenberg made his way up the ranks, eventually being named executive editor. He remained at Money for 19 years, went on to become the money and special projects editor at Good Housekeeping and then the front-page finance editor for Yahoo!

The author of two books: "How to Avoid a Midlife Financial Crisis" and "The Money Book of Personal Finance," Eisenberg is an avid reader with interests ranging from novels to nonfiction.

Eisenberg and his wife, Liz Sporkin, live in New Jersey and are parents to two talented sons; Aaron, 31, a screenwriter, actor and comedian, and Will, 29, a director and screenwriter. The pair, who live in Los Angeles, are screenwriting partners.

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For More on Richard Eisenberg

MarketWatch articles

Follow on Twitter @richeis315

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Podcast Episodes You May Like

In Control at 50+ – Kerry Hannon

Why People Make a Career Change with Purpose Top of Mind – Chris Farrell

Retire Happy – Dr. Catherine Sanderson

A Tapas Life – Andy Robin

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Win The Retirement Game

Get your copy of Win the Retirement Game

Here’s what readers are saying:

“Win The Retirement Game is the next best thing to having your own personal retirement coach."

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

“Definitely the best book I've read on the non-financial aspects of retirement. The storytelling format makes it fun to read, and the lessons woven into the story are backed up by tons of references. The Resources section at the end of the book was super helpful also. At age 64 this book was just what I needed.”

“A wonderful guide for the soon to be or recently retired…”

“This book demystifies retirement and deepens our understanding of what it takes to enjoy that phase of life. Read it before you embark on the retirement journey and define what it means to you. It is not a destination!”

“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.”

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Wise Quotes

On Mentoring

Are you prepared for the non-financial side of retirement? Take our free quiz

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What challenges and opportunities do women face in planning for retirement? I often say that my male clients can learn a lot from my female clients. Joining us today is Marjorie Fox, JD and CFP ®, co-author of WOMEN WISE: The Essential Guide to Lifestyle and Financial Decisions As We Age.

We discuss:

The disadvantages women face in planning for retirement

The advantages women bring to retirement

How to navigate the transition to retirement, and also the major life transitions in retirement

The top 3 financial decisions women need to prepare for

What people should look for in a financial advisor – and what to look out for

Why being able to say No is important in retirement

The most pleasant - and unpleasant - surprises in her own transition to retirement

Do’s and Don’ts she'd offer women listening on planning for retirement

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Bio

Founder and CEO of FJY Financial, LLC, a financial planning and investment advisory firm, Marjorie L. Fox, JD, CFP®, retired at the end of 2018 after more than thirty years in the financial planning profession. FJY Financial is known for its white paper “Implementing Internships,” its merger in 2014 with LifePoint Financial Partners in Midland, Texas, and for an internal succession plan that succeeded in passing Marjorie’s ownership interest in the firm to the next generation of owners. The firm was named a “Best Place to Work” by the Washington Business Journal in 2013 and won the Schwab Impact Pacesetter Award in 2015.

Marjorie served on the Board of Directors of the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation. She was named one of the “Twenty Most Influential Women to Watch” by Investment News in 2015 and in 2018 received NAPFA’s Robert J. Underwood Award for Distinguished Service.

Marjorie is a fourth-generation Californian who earned her B.A. from Pomona College and a law degree from UCLA. For almost forty years, she has called Virginia home. She and her longtime friend and professional colleague Eleanor Blayney, MBA, CFP® wrote Women Wise together in an effort to help single women in their 60s and 70s make financial and lifestyle decisions.

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For More on Majorie L. Fox, JD, CFP®

The Book: WOMEN WISE: The Essential Guide to Lifestyle and Financial Decisions

As We Age - by Eleanor Blayney and Marjorie Fox

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Podcast Episodes You May Like

Retirement Planning Considerations for Women – Russ Thornton

Advice for Successful Career Women Transitioning to Retirement – Helen Dennis

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

What Can You Do to Age Better? – Anna Dixon

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Get your copy of Win the Retirement Game

Here's what readers are saying:

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

"A wonderful guide for the soon to be or recently retired..."

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

"It’s a quick read and not at all a “how to” but rather a fun exploration with real examples of how different people handled their fears and concerns about retiring."

"This is a great gift for anyone anticipating retirement years or already in the th...