
The Retirement Wisdom Podcast
The Retirement Wisdom Podcast explores how to retire smarter and live a fulfilling life after work. It features conversations with experts and retirees about financial planning, health, purpose, and relationships in retirement. The show aims to help listeners make informed decisions and find meaning in their next chapter.
Episodes

Are You Fit Enough for the Retirement You’re Planning? – Dr. Gregory Charlop
Being financially prepared for retirement doesn’t necessarily mean you’re ready for retirement. Dr. Gregory Charlop argues that a complete retirement plan should address another set of assets: the health and lifestyle side of retirement planning, and your ability to remain engaged with life with vitality.
In this conversation, we explore the connection between longevity and retirement

When Your Time Becomes More Valuable than More Money – Daniel Goldie
Retirement planning usually focuses on one big question: Do you have enough to retire? Daniel Goldie knows that’s not the whole story.
A former professional tennis player who transitioned into another successful career as a financial advisor in 1991, Goldie knows something about leaving one identity behind and building another. In his new book, The Retirement Answer: The Six Key Decisions Ev

Don’t Wait Until Retirement to Find Your New Thing – Charles Chumley
We’re looking for a few lifelong learners to join us in a new free monthly discussion group
Learn more and sign up here
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Clients tell me that no matter how much they were looking forward to retirement, there comes a moment when they feel that something’s missing. After a demanding corporate career, Charles Chumley discovered that the hardest thing about retirem

Spend More, Worry Less: The Forever Paycheck – Jean Chatzky
For decades, the message is clear: save, invest, and build your retirement nest egg. Then retirement arrives, and suddenly you are expected to reverse course. For many people, watching the balance decline feels wrong, dangerous, or even irresponsible.
Jean Chatzky believes the solution is both financial and behavioral. In this conversation, she discusses her new book The Forever Paycheck: The New

Can You Learn to Be More Optimistic as You Age? – John Trauth
Is optimism something you’re born with, or something you can learn? John Trauth, author of Maintaining Optimism While Aging, believes that the way we process events plays an important role in how we navigate aging, setbacks, and major life transitions.
In this conversation, John shares lessons from Positive Psychology, his own experiences with adversity, and a useful framework for examining negati

Who Are You Without the Title? – Marisa Franco
Who are you when your role at work changes? Psychologist and author Marisa Franco, PhD rejoins us to discuss her new book Worth: The New Science of Self-Esteem and Attachment. We explore self-worth, identity, relationships, and the challenge of becoming someone new. She explains why our sense of worth often becomes attached to achievement and professional identity, and why major transitions such a

Take Charge of Your Health – Lucy McBride MD
What does it really mean to take charge of your health? Lucy McBride MD, believes it involves much more than tracking your numbers. Good health is also about understanding the less measurable parts: what’s happening in your life, your relationships, stress, habits, emotional patterns, and your history.
Dr. Lucy McBride, a primary care physician and author of Beyond the Prescription: A Doctor

The Art of Creating What’s Next: Best of 2026 – Part Two
Listen in to these highlights from four of our best recent conversations on things likely on your mind in planning for retirement: purpose, identity, curiosity – and experimenting your way into a fulfilling next chapter.
They can spark ideas for what’s next for you. Want to go deeper?
Listen to any of the full conversations:
What If Retirement Is the Wrong Goal? – John Coleman
Change Y

Map Your Days & Build Wellbeing – Matt Bloom
Catch up to your money. It’s often ready for retirement before you are.
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What helps wellbeing endure as our lives change?
Matt Bloom has spent much of his career studying human flourishing. In this conversation, he brings his insights into retirement and combines it with lessons from his own transition from professor to writer, volunteer and what he calls a “wise eld

Don’t Reinvent. Recalibrate – Dr. Denise Taylor
A lot of the conversation on retirement runs one way: stay busy, stay productive. Dr. Denise Taylor thinks that could quietly cost some people their best years.
Denise is a Chartered Psychologist and later-life researcher in the UK. She spent 25 years coaching people through career transitions, then, at 61, went back to school herself, completing a professional doctorate on how people reconstruct

Long Arm of the Past – Neal Lipschutz
Your money is ready for retirement. Are you?
Get started on Future You.
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What might happen if retirement gives you permission to become a beginner again?
After more than four decades in journalism, including a long career at The Wall Street Journal, Neil Lipschutz began an entirely different chapter—as a mystery novelist.
In this conversation, Neil discusses career identit

The Missing Pillar of Healthy Aging – Esther Gokhale
Are You the One?
We have one spot left in both cohorts Designing Your New Life in Retirement small group program, beginning in September.
Is now the time to start working on what you’ll be retiring to?
Learn more here | Sign up here
Prepare for Takeoff:
Is your money better prepared for retirement than you are to live it? Take this free 5-minute assessment to highlight may need you atte

Becoming a Rookie Again – John Fisher
Time for an Upgrade?
The honeymoon period doesn’t last forever in retirement.
The free Retirement Drift assessment takes five minutes. It’s not a report card. No right answers.
If you want to get started on working on the new Future You, that’s exactly what the Designing Your New Life in Retirement program is built for.
Six group sessions with 6 to 10 people doing the same, and a structured way to

How to Try Again – Steve Kamb
Retirement can create an unexpected form of pressure. With more freedom and fewer work constraints, shouldn’t this be the moment when we finally perfect our health, routines, relationships, and long-delayed ambitions? Steve Kamb argues that this all-or-nothing mindset often produces an all-then-nothing result.
Steve is the founder of Nerd Fitness and author of How to Try Again. In this conve

The Art of Pacing – Elizabeth Svoboda
How clear are you about what you’re retiring to?
Our next group program starts in September and is limited to 10 people.
The Early Registration discount ends on July 31st.
Learn more here.
Reserve your spot today.
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We spend years letting our pace be set for us, by employers and the calendar. Then retirement arrives and, for the first time, the tempo is ours to choose.

The Best of 2026 – Part One – The Retirement Wisdom Podcast
It takes decades to save & invest enough to be able to retire.
But most people find that when the time comes, they’re unsure about what’s next.
That part doesn’t take decades, unless you keep putting it off.
Join our next small group program in September and Design Your New Life in Retirement.
Two 1 on 1 sessions. 6 interactive group sessions. A new direction.
Learn more and

Inside The Healthcare Heist – Jordan Grumet, MD
You’ve been asked: “So, what are you going to do all day?”
You have an answer. But privately, you admit it’ll cover 2 to 3 hours a day.
You deserve a better, richer retirement.
Join our next Design Your New Life in Retirement small group program in September.
Learn more and sign up today.
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Dr. Jordan Grumet has crafted three books mapping the terrain

Say It Now – Walter Green
Don’t miss out on a great life in retirement because you fail to prepare for it.
Join our next Design Your New Life in Retirement small group program in September.
Learn more and sign up today.
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Walter Green has spent nearly three decades doing what most of us postpone: telling the people who shaped him exactly why they mattered, while they can still hear it. The founder of

Grand Expectations & and the Unspoken “But” – Celia Dodd
There’a a whole half a year to go!
Start the second half strong with new habits.
Free 1 hour workshop July 1 | 12 noon ET
Sign up here
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You’re preparing for retirement. For many of us, there’s another transition nestled within that one. It comes with joy and little instruction – becoming a grandparent. Celia Dodd, a journalist of 30+ years and grand

Design for Optionality: Rethink Retirement – Pam Krueger
The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to life in the second half.
Join me for a free 60-minute FREE small group workshop on how to apply Stanford’s BJ Fogg’s 3-step habits process to three things you’d like to start

What If You Pivot Instead of Retiring? – Scott Siff
Retirement. You could wing it. Why not design it?
Our next group proram starts in September and is limited to 10 people.
The Very Early Registration discount (45%) ends on June 21st. Learn more here.
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In our last conversation, Dan Pontefract gave us a demographic wake-up call. The future of work is aging, and longer lives will require new thinking about careers, retirement,

The Future of Work is Grey – Dan Pontefract
Take charge of your future. Our next group proram starts in September and is limited to 10 people.
The Very Early Registration discount (45%) ends on June 21. Learn more here.
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Dan Pontefract spent two decades building leadership, culture, and engagement inside high-tech and telecom organizations, and never once thought seriously about age. Then, in his early fifties, he had a wake-up call.

What If Retirement Is the Wrong Goal? – John Coleman
Be intentional. Design Your New Life in Retirement. Our next groups start in September.
The very early registration discount ends June 21st. Learn more.
What if everything you’ve been told about retirement is quietly working against you? John Coleman has spent his career around money and purpose, which makes his message all the more striking: money is a tool, not the point. In his new book, Good M

Turn Into The Swerve – Jerry Goodstein
A retirement is a terrible thing to waste.
Don’t just retire. Design your new phase of life – with intention.
Our next groups start in September.
The very early registration discount ends June 21st.
Learn more.
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Retirement rarely unfolds exactly as planned.
For Jerry Goodstein, retirement began with a clear sense of direction and a meaningful endeavor. But unexp

Change Your Questions, Change Your Life…in Retirement – Marilee Adams, PhD
Most of us think of questions as something we ask other people. Dr. Marilee Adams has spent years showing the opposite: the most consequential questions we ask are the ones we ask ourselves. Adams, founder of the Inquiry Institute and author of the half-million-copy bestseller Change Your Questions, Change Your Life, (a new 5th edition has just been published) joins us to make us smarter about our

Two Grannies on the Road – Beth Sobiloff & Marcia Rothwell
What’s in your backyard that you haven’t explored yet? And what if you decided to treat your own state like a foreign country? Beth Sobiloff and Marcia Rothwell, the co-hosts of Two Grannies on the Road, have set out to visit all 351 cities and towns in Massachusetts. They’re 121 towns in. Along the way, they’ve met second-act bakers, retired leaders turned magicians, mayors, alp

Letting Go to Become Who You Truly Are – Deborah Santana
There’s a challenge that comes with being known for what you do. When you move on you now have to figure out who you truly are. Deborah Santana spent more than three decades inside one of the most recognizable partnerships in American music as COO of the New Santana Band, co-architect of the Milagro Foundation, and the steady, contemplative presence behind a global touring life with her ex-h

How to Flourish…in Retirement – Daniel Coyle
Most of us were trained to win at the game of life, deliver the results and get the promotion. Then one day, we arrive at retirement and discover that the game we were trained for isn’t the one that actually produces a flourishing life.
New York Times best-selling author Daniel Coyle, joins us to discuss his new book Flourish: The Art of Building Meaning, Joy, and Fulfillment. He unpacks wha

The Caregiving Trap…in Retirement – Pamela D. Wilson
Registration for the September Designing Your New Life in Retirement is now open
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Caregiving is one of the most common, and least discussed, forces that can completely reshape retirement.
If you’re in your 50s or 60s, there’s a good chance you’ll either be a caregiver, or already are one. And yet, most people haven’t had the conversations, made the plans, or even considered

The Grandparenting Blueprint – Richard Eyre (Part Two)
Part Two is a solo conversation with Richard Eyre about the most personal project of his grandparenting work: the body of distilled life wisdom he has spent years developing for his 34 grandchildren — now published in the second half of The Grandparenting Blueprint. This conversation moves from the framework to the practice of how to translate a lifetime of learning into something children can act

The Grandparenting Blueprint – Linda & Richard Eyre (Part One)
Part Two is here
What does it mean to grandparent on purpose? For Richard and Linda Eyre, the answer has been decades in the making. The bestselling authors of Teaching Your Children Values have evolved with their family, from nine children to 34 grandchildren, and along the way have developed a philosophy of proactive grandparenting that mirrors what good leadership looks like at any stage of lif

Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD
The wellness industry has a problem, and Ezekiel Emanuel is one of the few people willing to call it out. In his new book, Eat Your Ice Cream: A Contrarian’s Guide to Living Longer, Healthier, and Happier, the bioethicist, oncologist, and former White House health advisor challenges both the influencers selling unproven supplements and the culture of wellness-as-self-punishment.
In this epis

How to Stay Sharp in Retirement – Dr. Majid Fotuhi
What if cognitive decline in your 60s, 70s, and 80s is not inevitable — but largely a function of choices you’re making right now? What can you do to stay sharp in retirement?
Dr. Majid Fotuhi is a neurologist, who teaches at Johns Hopkins University, and the author of The Invincible Brain: The Clinically Proven Plan to Age-Proof Your Brain and Stay Sharp for Life. He has spent decades study

What Do You Want Out of Life…in Retirement ? – Valerie Tiberius
Retirement triggers one of the most profound re-evaluations many people will ever face. A career ends. Structure disappears. Identity shifts. And suddenly a question that could be put off — What do I really want out of life? — becomes more urgent and unavoidable. Valerie Tiberius has spent her career building a useful framework for exactly that question. Her insights offer you something much more

Making & Keeping Friends…in Retirement – Janice McCabe
Friendship is one of the most powerful forces shaping our lives—and our health. Friendships become harder to maintain as life evolves, especially during major transitions like retirement. Losing work friends is normal, yet few realize how new connections can be cultivated. Our guest today highlights why identity shifts can, perhaps counterintuitively, create oppotunities to build new friendships.

Mattering…in Retirement – Jennifer Breheny Wallace
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Get started in April on your most important project. Learn more here
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Retirement planning focuses heavily on finances — investments, Social Security, and risks.
But there’s another question that often sneaks up on people once the career chapter closes:
Do I still matter?
Our guest today has spent years researching one of the most powerful psycholog

Love & Happiness…in Retirement – Sonja Lyubomirsky
Discern what you’ll retire to.
Join our group program starting in April.
Learn more here
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What if the secret to happiness isn’t success or achievement — but simply feeling loved?
In this episode, one of the world’s top researchers on happiness and well-being Sonja Lyubomirsky explains why connection, curiosity, and listening may be the most powerful ingredients

What Can Make or Break Your Retirement – Rod Yancy
What’s next?
Don’t drift. Design.
Our next small group coaching program starts in April.
Learn more here.
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Most retirement planning conversations start and end with money. Rod Yancy, founder of Oath Planning, challenges that assumption head-on — arguing that mindset, emotional health, and identity matter more than any portfolio balance when it comes to actually

Retiring Soon? What No One Tells You – Michael Kay
What’s next?
Don’t drift. Design.
Our next small group coaching program starts in April.
Learn more here.
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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 F

The ‘One More Year’ Trap – Zach Morris, CFP
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 candi

Can I Retire Yet? – Darrow Kirkpatrick
Don’t drift into retirement. Design yours.
Learn more about our next small group coaching program starting in September here.
Sign up here. Very Early Registration Discount ends on June 21st.
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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 earl

Retire with Purpose – Cesar Aguirre
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 September- and sign up here.
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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

How to Live a Meaningful Life – Dave Evans
Sign up for our next Designing Your Life small group coaching program starting in September here
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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, a

Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt
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 h

Navigating the In-Between – Monique Rhodes
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 blind

Design a Phased Retirement – Anna Rappaport
Don’t go it alone. Design Your New Life in Retirement.
New Groups start in September.
Join us…and design your next chapter.
Learn more and sign up here
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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.

The Myth of Aging – Dr. Arnold Gilberg
Don’t just retire.
Design.
Join us in our group program. Two new groups starting in September.
Don’t put off planning for your life in retirement.
Take the first step today.
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What does it truly mean to age well in a world where longevity is increasing, but health spans vary wildly? In this episode, we meet with Dr. Arnold Gilberg, author of The Myth of Aging: A

The Retirement You Didn’t See Coming – Dan Haylett
Are you graduating from the grind soon?
You could go it alone and wing it.
But here’s what one participant said about our small group coaching program:
“It was fantastic! I got to work with other people and share ideas with others on what retirement could be. It gave me clarity and confidence.”
New groups are starting in September
Let’s go!
Learn more
Join us
“Challenged m

Best of 2025 – Part Two
Are you ready to graduate from the grind in 2026?
Then here’s your most important project:
Future You.
Join our small group coaching program and design your new life after work.
Learn more
“Eye opening and provocative.”
“Challenged me to get out of the starting blocks and far down the path of really thinking
about this next phase of my life in very different ways. I now feel like I have a solid ro

The Vintage Writers – Kim Gottlieb-Walker & Roselyn Teukolsky
What if the most creative chapter of your life hasn’t happened yet? Today’s conversation is about second acts that arrive not quietly—but boldly. Kim Gottlieb-Walker published her debut novel at age 78 after a 50-year career as a photographer. She also leads the Vintage Writers, a lively weekly Zoom group of women authors over 70. Joining her is Roselyn Teukolsky, a former math and computer scienc

A Creative Pursuit with an Intergenerational Assist – Neil & Michelle McLaughlin
Start the new year right with new habits.
FREE 3 session program – 3 Fridays in January at Noon Eastern. Sign up here.
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Are you ready to graduate from the grind?
Then here’s your most important project: Future You.
Learn more.
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You’ve spent decades building a career, mastering a craft, and maybe even raising a family. But what happens whe

My Mother’s Money – Beth Pinsker
“You are what you repeatedly do.”
Start the New Year strong.
Join my FREE 3 session Tiny Habits program. Register here
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What’s your most important project in 2026?
Future You.
Don’t wing it. Design it. Learn more here.
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What happens when a financial columnist and CFP® professional suddenly becomes her mother’s caregiv

Coming of Age in Retirement – Tom Marks
Don’t retire. Redesign.
Join our small group program beginning in January.
Learn more.
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Will your retirement life look like the glossy images you see in the brochures? Wise up. There’s a real transition that happens when the paychecks stop and you move into your new life. But here’s the thing: it presents an opportunity for rewarding personal growth, or

A Guide to Thriving – Jon Rosemberg
Two New Designing Your Life groups kicking off in January
2026 is coming soon.
Is It Time to Design What’s Next?.
Learn more and sign up today
Early registration discount ends 12/15
“Now I know what I’m retiring to.”
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What if everything you’ve been chasing in your full-time working years—the promotion, the bigger paycheck—hasn’t been lea

Hire a Financial Advisor or DIY? – Glenn Frank
Two New Designing Your Life groups kicking off in January
Retirement by Design:
Create a meaningful roadmap for what’s next.
Early registration discount ends 12/15
Limited to 10 spots per group
Learn more and sign up today
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Should you hire a Financial Advisor or do-it-yourself ?
Glenn Frank rejoins us with some food for thought.
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Just Asking for

Aging with Agility – Michelle Pannor Silver
Two New Designing Your Life groups kicking off in January
Your Future, Designed: Turn curiosity into action with design thinking.
Early registration discount ends 12/15
Learn more and sign up today Limited to 10 spots per group
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What does it mean to age with agility? Dr. Michelle Pannor Silver, University of Toronto professor and author of Aging with Agility: How Elite A

How to Prepare Mentally for Life After Work – Joseph Maugeri
I’m Just Asking for a Friend
Retirement brings so many tough questions.
Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode.
Click here to leave a voice message
or email me at joec@retirementwisdom.com
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What really makes for a successful retirement? Financial readiness is only part of the story. After decades in the financial planning worl

Why Brains Need Friends – Ben Rein
What if your brain’s health in retirement depended as much on who you see as on what you eat or how you move? Neuroscientist Dr. Ben Rein, author of the new book Why Brains Need Friends: The Neuroscience of Social Connection, joins us to reveal how social connection shapes your brain. He explains why isolation is as toxic as chronic stress, how friendship fuels brain resilience, and why your dog

Re-Visioning Retirement – Susan Reid, PhD
What if retirement isn’t the end of something — but the beginning of something better – and deeply meaningful?
Dr. Susan Reid thought she was ready for her next chapter when she retired early from her career as a university professor. But within weeks, she realized she’d gone from 100% full throttle to zero — and felt adrift. That awakening led her on a powerful journey to re-vision retireme

What Matters Most – Diane Button
I’m Just Asking for a Friend
Retirement brings so many questions! Share yours (for a friend….)
Click here to leave a voice message
or email me at joec@retirementwisdom.com
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What does it mean to live life fully — without any unfinished business? Today’s guest, Diane Button, knows the answer. As a compassionate end-of-life doula and author of What Matters Most: Lessons th

Less is Liberation – Christine Platt
What if doing less could actually give you more? Author and minimalist Christine Platt, known as The Afrominimalist, joins us to explore how letting go of clutter—physical and emotional—can lead to a life of greater intention, peace, and purpose. Her new book, Less Is Liberating, challenges the myth that our worth is tied to our busyness or possessions. In this conversation, Christine opens up abo

A Serendipitous Second Act – Richard Moran
What happens when a sleepless baby, a Victorian fixer-upper, and a vineyard come together? For Richard Moran, it sparked a multi-year journey of transformation—from corporate boardrooms to wine country. Along the way, he discovered lessons about serendipity, risk-taking, family, and building a place that lasts for generations. In today’s conversation, Richard shares his story of balancing a high-f

Healthy to 100: Lessons From Abroad – Ken Stern
I’m Just Asking for a Friend
Retirement brings so many questions! Share yours (for a friend, of course…)
Click here to leave a voice message
or email me at joec@retirementwisdom.com
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What if the secret to a longer, healthier, and more purposeful life isn’t about diets or exercise routines, but about connection, purpose, and how we approach aging itself? In this co

The Art of Relationships with Adult Children – Francine Toder, PhD
Parenting doesn’t end when your kids grow up — it just changes. And for many, that shift can be confusing, frustrating, and even painful. How do you move from being the authority to being a supportive “peer”? And what do you do when your hopes for your adult children don’t align with who they’ve become? Today, we’re joined by Dr. Francine Toder, a clinical psychologist to discuss her n

The MasterChef Dentist’s Fight vs. Cancer: Food as Medicine – Chris Walinski
Our guest today, Dr. Chris Walinski, is a dentist, researcher, MasterChef contestant, and prostate cancer survivor. His story is an inspiring one of persistence, adaptation, reinvention and turning adversity into advocacy.
Chris shares how his childhood independence led to a lifelong passion for cooking, how his wife nudged him into the MasterChef spotlight, and how a life-altering cancer diagnosi

Life in Three Dimensions – Dr. Shige Oishi
Join our group and design your retirement.
Six Fridays starting on October 3rd.
Learn more here.
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Is there more to a great life than happiness and meaning? Dr. Shige Oishi thinks so. He’s the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life, and he defines psychological richness as a life filled with diverse, i

Joyspan – Kerry Burnight, PhD
Want to create a retirement your boss will envy? Design it.
New group program starts on October 3rd.
Six weeks to a new direction.
Learn more
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Most of us know about lifespan and healthspan—but have you thought about your joyspan? Gerontologist Dr. Kerry Burnight is the author of Joyspan: The Art and Science of Thriving in Life’s Second Half. She shares her researc

Grandparents’ Day – Kerry Byrne & Ted Page
September 7th is Grandparents’ Day!
Celebrate the grandparents in your life or reflect on your own grandparenting journey.
This is a special Retirement Roundtable episode, where we invite previous guests to engage in a conversation with each other. Returning are Ted Page, author of the new book Good Grandpa: Stories from the Heart of Grandfatherhood, and Kerry Byrne, founder of The Long Dis

Strengthen Your Emotional Fitness – Dr. Emily Anhalt
Do you know what you’ll be retiring to?
Join us for six Fridays starting on October 3rd and invest in Future You.
Learn more here.
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How much time do you spend working out your body versus working out your emotional health? Physical fitness requires daily practice—hitting the gym once won’t deliver the results you want. But when it comes to our emotions, we of

Resurface – Cassidy Krug
How much have you invested for the financial side of your retirement?
How about the non-financial side?
Join us for six Fridays starting on October 3rd and get moving on your roadmap.
Learn more here.
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Transitions are rarely easy, whether you’re leaving your career or any other life chapter that has helped define you. Cassidy Krug knows this firsthand. A 2012 Olympian in

You Still Are Somebody – Carl Landau
Six Fridays This Fall to Design What You’ll Be Retiring To
Starts on October 3rd
Learn more here – Limited to 10 participants. Take the first step toward shaping your future – register now.
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On this episode of The Retirement Wisdom Podcast, we’re joined by Carl Landau, creator and host of I Used to Be Somebody. Carl brings warmth, humor, and introspection

The Inspired Retirement – Nathalie Martin
Don’t leave your retirement to chance.
Design It.
Join us for six Fridays starting on October 3rd and get moving on your roadmap.
Learn more here.
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On this episode of The Retirement Wisdom Podcast, we’re joined by Nathalie Martin, author of The Inspired Retirement, an excellent new book that will help you reframe what it means to retire well. In today’s conver

50 by 70: A Big Goal in Retirement – Joe Tarantino
Design Your Next Chapter
Joe Tarantino joins us to share his retirement journey – going from balancing family and work responsibilities to embarking on an ambitious cycling goal. A lifelong learner, Joe opens up about how setting a personal moonshot goal helped him transition into retirement with purpose. He wrote a book chronicling his cycling experiences. He offers candid insights on car

Rewire Retirement – Cyn Meyer
Own your retirement. Design It.
Join us for 6 Fridays starting on October 3rd and get unstuck.
Registration is open for the next two Design Your New Life in Retirement Groups.
The Very Early Bird discount ends on 7/31.
Learn more here.
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On this episode of The Retirement Wisdom Podcast, we explore the transformative mindset that can reshape retirement from a winding-down ph

Reinventing Yourself in Retirement – Lee Gale Gruen
What’s next? Design it.
The Very Early Bird discount ends today 7/31.
Get unstuck. Learn more here. Register here.
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What if you stepped out of your comfort zone? Lee Gale Gruen shares her inspiring journey from 37 years as a probation officer to becoming an actor, author, lecturer, dancer, and a Physics Club member in retirement. Initially lost after retiring, she

Shifting From Saving to Spending in Retirement – Richard Sheffield
I’m Just Asking for a Friend
Retirement brings so many questions! Share yours (for a friend….)
Click here to leave a voice message
or email me at joec@retirementwisdom.com
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It turns out that one of the hardest habits to break in retirement isn’t work — it’s saving. Richard Sheffield joins us to share his deeply personal and sometimes humorous story of transit

Why Retirement Was Just the Beginning – Neal Lipschutz
What’s next?
Make time to design it.
Early registration is now open for our next Design Your New Life in Retirement group program.
The Very Early Bird discount ends on July 31st.
Learn more here.
Register here.
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What comes after a long, successful career at the top of your field? More and more, people are redefining retirement—saying No Thanks to a traditional retir

Planning to Retire? Start Here
What’s next for you?
Early registration is now open for our next Design Your New Life in Retirement group program. Join us.
The Very Early Bird discount ends on July 31st. Learn more here.
Register here.
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Retirement is about so much more than money.
But where do you begin to build the life you want after you leave full-time work?
Here’s what we’ve discusse

Make Your Next Years Your Best Years – Harry Agress, MD
Who will you become in your retirement?
Registration is now open for the next two Design Your New Life in Retirement Groups.
Very Early Bird discount available for a limited time. Take the first step toward Future You today.
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Retirement is not an end — it’s an open canvas. In this episode, Harry Agress, MD, author of Next Years Best Years: Taking Your Retirement to the Next

Why You’ll Want a Hobby – Ashley Merryman
Retiring? You could wing it…but that’s not you.
Be intentional about your future.
Registration is now open for the next two Design Your New Life in Retirement Groups.
Very Early Bird discount available for a limited time. Take the first step toward Future You today.
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What if I told you the activities you dismiss as “just hobbies” were much more











