• Retiring Soon? What No One Tells You – Michael Kay
    Mar 2 2026
    Who are you when you’re no longer your title? For many high-performing professionals, that question can feel destabilizing — even frightening. Michael Kay is a CFP, a financial life planner, the author of the new book How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement. He’s been through it himself—the excitement of the new chapter, and then, six months in, the wall he didn’t see coming. Today he shares what he’s learned about reopening the aperture, grieving what you’ve left behind, and finding out who you were before you were your job. This is a conversation every high-achieving man—and the people who love them—needs to hear. _________________________ Bio Michael F. Kay is a coach, teacher, author and retired CFP(R). Through his books, workshops, speeches, and the Chapter X community, he’s helped thousands of women, men, and families master their financial lives—and navigate the transition from full-time work to what comes next. He’s written three books: How to Craft Your Chapter X, The Feel Rich Project, and The Business of Life. His insights have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes, and Psychology Today. Today, he publishes weekly essays for the Chapter X newsletter, hosts the Chapter X podcast, and shares his thoughts on LinkedIn. He is the former president of Financial Life Focus, a fee-only multi-advisor financial life planning firm. ___________________________ For More on Michael Kay How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement _________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin How to Prepare Mentally for Life After Work – Joseph Maugeri Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On Saying No in Retirement “If it’s not joyful, I’m not going to do it.” On Perspective “As we get older and we start focusing towards career, that aperture narrows. And so when we get ready to step into this next chapter, whether it’s our choice or not, we are at our narrowest. So we need to, mindfully and intentionally—I think that’s the right word—look to reopen that aperture.” On Returning to Music – For Fun “I got the trumpet out and had it cleaned, and I found a teacher, and I started playing again, and I put up on my music stand, ‘fun’—the word fun—to remind me. Because if you miss a note, I was like, ‘You suck.’ All these things that come back. And so I had to keep reminding myself: this is for fun. I am never going to be a touring professional musician. I’m never going to play with Blood, Sweat and Tears or Chicago. This is for fun. And it just takes the discipline to keep reminding yourself—have joy in the music, have joy in the doing. The joy is in the journey, not in the destination. Because the destination is the journey.”
    Show More Show Less
    36 mins
  • The ‘One More Year’ Trap – Zach Morris, CFP
    Feb 26 2026
    Don’t plan for just one side of retirement. Design Your Life in Retirement. Join our small group coaching program beginning in April. Learn more here. Very Early Registration Discount ends on March 1st. Sign up here. ___________________________ What if the biggest risk in retirement isn’t the market — but misunderstanding your own goals? As you approach retirement, the questions shift. It’s no longer just “How much have I saved?” It becomes, “When do I want the freedom to retire?” “How much risk do I really need to take?” And perhaps most importantly — “What is my money for?” Today, I’m joined by financial planner Zach Morris for a candid conversation about risk tolerance versus risk capacity, sequence of return risk, working one more year, helping family, and why having a 100% probability of financial success might actually mean you’re leaving life on the table. If you’re within five years of retirement — or wondering whether you’re truly ready — this episode will help you think differently about risk, purpose, and pulling the trigger. Zach Morris, CFP joins us from Atlanta. __________________________ Bio Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER® provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way. Previously, Zach was a partner in The Diamond Morris Group and a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Before becoming a Financial Advisor, Zach started as an Associate with the firm in 2011, where he developed skills for building lasting relationships with clients. Later, Zach developed and oversaw a training and mentorship program for J.P. Morgan Associates. Zach supports a number of organizations including Alzheimer’s Association, Georgia Chapter, The Shepherd Center, Crohn’s & Colitis Foundation of America, and NewStory. Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels. _____________________________ For More on Zach Morris, CFP Paces Ferry Wealth Advisors Zach Morris, CFP® You Tube channel ______________________________ Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Re-Visioning Retirement – Susan Reid, PhD Retire with Purpose – Cesar Aguirre ______________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On The One More Year Trap “Sometimes it’s just one more year because they don’t know what the next step is…If somebody is working one more year and they have 100% probability of success —...
    Show More Show Less
    25 mins
  • Can I Retire Yet? – Darrow Kirkpatrick
    Feb 23 2026
    Don’t drift into retirement. Design yours. Learn more about our next small group coaching program starting in April here. Sign up here. Very Early Registration Discount ends on March 1st. _______________________ What happens when you finally get everything you worked for…and realize something is missing? In this powerful and deeply honest conversation, Darrow Kirkpatrick shares what early retirement can really feel like — beyond the spreadsheets and freedom headlines. After leaving his software engineering career, he found himself confronting something he didn’t expect: the loss of identity and clout that work had quietly provided. He discovered that early retirement wasn’t just about having time—it was about creating meaning. Instead of retreating, Darrow leaned into challenges. From launching a successful retirement blog Can I Retire Yet? to spending nights alone above 12,000 feet, to confronting his lifelong struggles with fear and panic, Darrow’s journey, chronicled in his new book Two Sticks, One Path, reveals the surprising truth about what can make retirement fulfilling. If you’re within a few years of retirement — or already there — this conversation will make you think differently about what comes next – and why the challenges we choose to take on may matter more than the comfort we think we want. _________________________ Bio Darrow Kirkpatrick is the author of the new book Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail. Darrow is an early-retired civil and software engineer with five decades of hiking, biking, and technical rock-climbing experience, including first ascents in the Shawangunks of New York and the sandstone belt of Tennessee. He climbed three big walls in Yosemite Valley, California: The Shield and The Nose on El Capitan, and The Regular Northwest Face of Half Dome. In 2011 he founded “Can I Retire Yet?” — winner of the 2019 Plutus award for Best Retirement Blog. His personal finance books include “Retiring Sooner” and “Can I Retire Yet?” ___________________________ For More on Darrow Kirkpatrick Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail Can I Retire Yet? ___________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Inspired Retirement – Nathalie Martin Lessons Learned in Early Retirement – Chris Mamula _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On the Value of Challenge in Retirement “I find 100% of the meaning that I found in early retirement has come from the challenges I’ve tackled.” On Meaningful Pursuits “The things I did pay attention to starting Can I Retire Yet, a successful personal finance blog, a bucket list item hiking the Colorado Trail, even though I had to do most of it on crutches, those things are incredibly meaningful to me, writing a memoir about it. I think I would have really regretted if I had stayed at my corporate desk through all those years instead of reaching for those bucket list items.” On Adaptation “I did have a series of chronic injuries in my lower body, which got worse. I had a bad hamstring injury, was in bed for a few months, ...
    Show More Show Less
    25 mins
  • Retire with Purpose – Cesar Aguirre
    Feb 16 2026
    Will you retire with purpose? Don’t leave it to chance. Design Your New Life after you leave full-time work. Learn more about our next small group coaching program starting in April here – and sign up here. __________________________ What if the word retirement is setting us up for the wrong life? After years in senior leadership roles, Cesar Aguirre discovered something most of us miss about retirement: the word itself matters more than we think. In English, we “retire” – we withdraw. In Portuguese, you become “aposentado” – left aside or left behind. But in Spanish-speaking cultures, retirement is called “jubilación” – which comes from the word for joy. That distinction changed everything for Cesar. Because when he stepped away from his career, it wasn’t the loss of work that shocked him – it was the jarring shock of losing an identity. He realized retirement isn’t just a life transition, it’s an identity transition, offering an opportunity to redefine who you want to become, and retire with purpose. Cesar joins us to share the framework he developed through his own transition – a ten-chapter roadmap for moving from “what I’m leaving” to “what I’m moving toward.” He’ll reveal why planning goes far beyond your finances, how to measure success when you’re no longer producing output, and the key warning signs that show up early when retirement first starts going wrong. This is a conversation about why approaching retirement with more intention might just create the most fulfilling chapters of your life. How will you retire with purpose? Cesar Aguirre joins us from Florida. __________________________ Bio César Aguirre is a seasoned HR executive with over 40 years of experience in global talent development. Now in active retirement, he embodies reinvention with passion as mentor, consultant, and author. In his book, Retirement with Purpose: The 10 Rs of Retirement, he shares his vibrant energy and insights to help readers rediscover purpose and embrace joyful living in their post-career lives. He currently resides in a lively 55+ community in Central Florida with his wife, inspiring others to design their authentic journeys for the second act of their lives. _______________________ For More on Cesar Aguirre Retirement with Purpose: The 10 Rs of Retirement _______________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri Re-Visioning Retirement – Susan Reid, PhD How to Retire – Christine Benz _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _________________________ Wise Quotes On The Power of Language “Retirement becomes a celebration, not a retreat. I think the languages shape mindset. And mindsets shape behavior. So when retirement is framed as a joy, planning shifts from survival to flourishing become more natural.” On Measuring Success in Retirement “A good day is no longer about output, it’s no longer about how much you produce. It’s about action that is intended, an action that aligns with a master plan.” On What He’d Do Differently “I wish I had thought about it and prepared for my post-work identity a little sooner and more deliberately. In my job in HR, I helped many ...
    Show More Show Less
    30 mins
  • How to Live a Meaningful Life – Dave Evans
    Feb 9 2026
    Sign up for our next Designing Your Life small group coaching program starting in April here __________________________ What happens when you’ve done everything “right” — built a successful career, made a difference, checked the boxes — and yet something still is missing? Today I’m joined by Dave Evans, co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day and the #1 New York Times Bestseller Designing Your Life, and a longtime Stanford educator, to explore a question many people quietly wrestle with in the second half of life: Why doesn’t impact bring lasting meaning — and what actually does? Dave shares insights from his newest work with Bill Burnett on meaning, presence, and what he calls the shift from role to soul. We talk about why chasing fulfillment often backfires, why the most meaningful moments are often small and fleeting, and how many of us live almost entirely in what he calls the “transactional world” — often missing the richness of the present moment that’s available right now. This conversation is especially relevant if you’re nearing retirement, newly retired, or simply sensing that achievement alone isn’t enough anymore. Dave offers practical reframes, deeply human stories, and a powerful idea he calls the scandal of particularity — a concept that may completely change how you think about what a well-lived life really looks like. Dave Evans joins us from California to discuss How to Live a Meaningful Life. ___________________________ Bio Dave Evans is the co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day. Dave has worked in alternative energy, telecommunications, and high tech. As an early member of the advanced systems group that built the technology that became the Macintosh, he led the first computer mouse team and laser-printing projects, before leaving to co-found the software giant Electronic Arts. After more than thirty years of executive leadership and management consulting in the high tech world, Evans realized that what he really wanted and needed to do was help people rediscover purpose in their jobs and lives. He joined Stanford’s Design Program, teaching the incredibly popular Designing Your Life course. In their book Designing Your Life, Dave Evans and co-author Bill Burnett, brought these principles to a larger audience, proving it’s never too late to design a life you love through innovation, creative problem-solving, and a growth mindset. Evans teaches audiences of all ages that the same principles used to create amazing technology and products can also be used to design and build a life filled with purpose and joy that is constantly creative and productive. Dave Evans earned a Bachelors of Science and Masters of Science in Mechanical Engineering from Stanford and a graduate diploma in Contemplative Spirituality from San Francisco Theological Seminary. He lives in Santa Cruz. _________________________ For More on Dave Evans How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day Design Your Life and Get Unstuck – Dave Evans (2020 Podcast) _________________________ Podcast Conversatons You May Like The Good Life – Marc Schulz, PhD Resurface – Cassidy Krug The Purpose Code – Dr. Jordan Grumet __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.9 million downloads. Business Insider ...
    Show More Show Less
    47 mins
  • Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt
    Feb 2 2026
    What if creativity works like medicine? New research shows that regular engagement with the arts can slow biological aging, protect the brain, reduce stress, and promote a new sense of purpose, identity and meaning—especially in retirement. This episode reframes art as one of the most powerful, underused tools for healthy aging. Our guest today, Dr. Daisy Fancourt, is a leading researcher on the health impacts of arts engagement and the author of the new book Art Cure:The Science of How the Arts Save Lives. Her work bridges neuroscience, public health, and lived experience—bringing rigorous data to some things many people may dismiss as “just a hobby.” Listen in for insights on why engaging with art is a wise addition to your retirement plan. In this conversation, you’ll learn: How arts engagement compares to exercise and sleep in its health impact Why talent and skill have nothing to do with the benefits you can reap How creativity builds cognitive reserve and protects against dementia Why music is a powerful tool for wellness How the arts can foster renewed identity, purpose, and community in retirement Daisy Fancourt joins us from London. ________________________ Bio Daisy Fancourt is the author of the new book Art Cure: The Science of How the Arts Save Lives. She is Professor of Psychobiology and Epidemiology at University College London where she heads the Social Biobehavioural Research Group, and Director of the World Health Organization Collaborating Centre on Arts and Health. She has published 300 scientific papers and won over two dozen academic prizes. She is a multi-award-winning science communicator and has been named a World Economic Forum Global Shaper and BBC New Generation Thinker. Daisy is listed as one of the most highly cited scientists in the world. _________________________ For More on Daisy Fancourt Art Cure: The Science of How the Arts Save Lives Website _________________________ Podcast Conversatons You May Like Tiny Experiments – Anne-Laure Le Cunff Why You’ll Want a Hobby – Ashley Merryman The Art of the Interesting – Lorraine Besser, PhD ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. __________________________ Wise Quotes On the Science Behind Arts and Health “I started doing lots of research on the long-term impact of arts engagement across people’s lives using the same kind of data sets and methods that people had previously looked at exercise and diet and sleep. And I was honestly quite amazed at what came out about these associations between arts and future well-being, reduced risk of depression, enhanced cognitive function, reduced risk of chronic pain, frailty, dementia. And most excitingly, the effect sizes were very similar or sometimes even stronger than these other behaviours that we’re much more used to talking about in relation to our health.” On Biological Aging People who engage in the arts actually have increased connectivity between regions of the brain that are vulnerable to aging. So they actually have brains that are younger than people who don’t regularly engage in the arts. And actually, they have higher levels of cognitive reserve, so resilience of the brain against cognitive decline and dementia. But they also ...
    Show More Show Less
    26 mins
  • Navigating the In-Between – Monique Rhodes
    Jan 26 2026
    If you’re in, or approaching, a life transition and think, “I should have this figured out by now,” this conversation is for you. Today, mindfulness teacher Monique Rhodes shares how to move through that sticky in‑between space of “no longer who you were, not yet who you’re becoming” without beating yourself up. You’ll hear why happiness is an inside job, how to work with your mind when life blindsides you, and practical ways to rediscover joy and purpose with mindfulness—especially in retirement and other big life changes. We also discuss how mindfulness can help Type A people (like me and perhaps you…). Monique Rhodes joins us from Costa Rica. _________________________ Bio Monique is an internationally acclaimed Happiness Strategist who teaches students and corporations around the world how to master their lives. She has spent the last 25 years studying the mind and its relationship to happiness and she believes that happiness is not merely an emotion but a daily habitual practice. Over 70 universities and colleges use her program The 10 Minute Mind®. Her 8-week online course, The Happiness Baseline, has a 100% success rate in raising the mental wellness for every student who has completed it. Monique hosts the daily In Your Right Mindpodcast, where she discusses how a series of small habits determine our well-being. She is also a singer, songwriter and producer born in New Zealand. She has toured the world performing and composing music bridging the worlds of contemporary music with modern spiritual teachers. Monique has produced two platinum selling albums in New Zealand, toured Europe twice with Chuck Berry and collaborated on music projects with some of the most well-known inspirational teachers in the world including the Dalai Lama. _________________________ For More on Monique Rhodes MoniqueRhodes.com ________________________ Podcast Conversations You May Like Retire Happy – Dr. Catherine Sanderson The New Happy – Stephanie Harrison What Matters Most – Diane Button _________________________ Planning for retirement? Chexck out our summaries of the Best Books on Retirement _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. __________________________ Wise Quotes On Getting Unstuck “So, one of the things that I see with my students is that the place that people get stuck most often is actually that we’re resisting what is. And so let’s say you make some New Year’s resolutions or you’re in the middle of a transition like retirement and you’re in the middle of that change and you think to yourself, this shouldn’t be so hard and I should have figured this out by now. But what those thoughts do is they actually only tighten that knot. So if we’re looking at getting unstuck, you know, the way that I teach is we have to have this willingness to soften, to stop pushing, to actually sit with what’s here, even if it’s uncomfortable. And from what I’ve learned and what I’ve seen, this is really the ground of transformation. Because when we allow ourselves, Joe, just to be exactly where we are with all the uncertainty, with all the doubt, with all the longing, then we begin to loosen the grip on all the old habitual ways of being. And our heart opens. And ...
    Show More Show Less
    31 mins
  • Design a Phased Retirement – Anna Rappaport
    Jan 19 2026
    Last call… Design Your New Life in Retirement New Groups start on Thursday 1/22 & Friday 1/23. Join us…and design your next chapter. Learn more and sign up here _________________________ Bio For decades, Anna Rappaport has studied how people actually transition out of full-time work—not in theory, but in real life. And what she’s learned may challenge how you’re thinking about retirement. Anna Rappaport hasn’t just studied retirement—she’s been living a phased retirement for three decades and is still going strong at 85. As a former Society of Actuaries President and one of the profession’s most published and respected retirement experts, she has insights you’ll want to hear. So, today, we’re focusing on phased retirement, but not as an HR policy. We’re talking about it as a life strategy—one that blends purpose, flexibility, and relationships. Anna introduces a powerful framework she calls the Life Portfolio—Health, People, Pursuits, and Places—and explains why money alone is never enough for a fulfilling next chapter. If you’re wondering Who will I be when I retire?, this conversation is for you. Anna Rappaport joins us from Chicago. ________________________ Bio Anna Rappaport is the founder and president of Anna Rappaport Consulting. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. She is a phased retiree and is passionate about women’s retirement security. Anna is a past-President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks and its Aging and Retirement Research Initiative Steering Committee. Anna spent 28 years with Mercer as an employee benefit consultant, before she founded her own firm, Anna Rappaport Consulting, after leaving Mercer. _________________________ For More on Anna Rappaport LinkedIn A Conversation With Anna Rappaport & Steve Siegel: Solo-Agers Disconnect Thinking About the Future of Retirement _________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Portfolio Life – Christina Wallace Is Your Company Ready for the Aging Workforce? – Paul Rupert _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. __________________________ Wise Quotes On The Portfolio You’re Ignoring “The Life Portfolio assumes that the individual has enough money. So this is on top of money—it’s not instead of money. That’s really important. The four quadrants are: Health, Pursuits, People, and Places. If you’re not in good health, nothing else matters. But pursuits—the things that give you a sense of purpose in your life—that’s critically important. And here’s the key: you need a portfolio of them, not just one or two. Because you can always lose one or two. If your pursuit is playing tennis, you might not be able to play tennis anymore. If it’s work, it might disappear. So people should try to do a few things, see what they like, zero in on it, but not be limited to one thing.” On The Reboot, Rewire, Retire Concept “Rather than saying ‘Okay, I’m done with work, I’m going to play golf all the time,’ ...
    Show More Show Less
    45 mins