The Retirement Wisdom Podcast Podcast Por Retirement Wisdom arte de portada

The Retirement Wisdom Podcast

The Retirement Wisdom Podcast

De: Retirement Wisdom
Escúchala gratis

Retire SmarterRetirement Wisdom LLC Desarrollo Personal Éxito Personal
Episodios
  • Love & Happiness…in Retirement – Sonja Lyubomirsky

    Love & Happiness…in Retirement – Sonja Lyubomirsky
    Mar 9 2026
    Discern what you’ll retire to. Join our group program starting in April. Learn more here _________________________ 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 for a fulfilling life — and a meaningful retirement. Her new book, co-authored with relationship scientist Dr. Harry Reis, is How to Feel Loved: The Five Mindsets That Get You More of What Matters Most —and it offers a surprising and practical roadmap for getting there. Key insights? When you want to feel more loved, don’t try to make yourself more lovable. Don’t try to change the other person. Instead, change the conversation. Go first. Make them feel loved—and watch what happens next. This conversation is full of wisdom for anyone planning for or navigating retirement—a life stage where relationships become the center of your world. Dr. Lyubomirsky talks about the vulnerability paradox, the three magic words everyone wants to hear, why older people are actually happier than younger ones, and what really matters when you’re designing a life worth living. Sonja Lyubomirsky joins us from Santa Monica, California. ___________________________ Bio Sonja Lyubomirsky (AB Harvard, summa cum laude; PhD Stanford) is Distinguished Professor of Psychology at the University of California, Riverside and author of the best-selling The How of Happiness and The Myths of Happiness (published in 39 countries). Lyubomirsky’s research—on the possibility of lastingly increasing happiness via gratitude, kindness, and connection interventions—have been the recipients of many grants and honors, including Fellow of the American Association for the Advancement of Science (AAAS), an Honorary Doctorate from the University of Basel, the Diener Award for Outstanding Midcareer Contributions in Personality Psychology, the Christopher Peterson Gold Medal, a Positive Psychology Prize, and the Faculty of the Year Award (twice). She has four kids, ages 12 to 26, and lives in Santa Monica, California. ___________________________ For More on Sonja Lyubomirsky How to Feel Loved: The Five Mindsets That Get You More of What Matters Most Website __________________________ Retirement Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Retire Happy – Dr. Catherine Sanderson The Good Life – Marc Schulz, 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 Love & Happiness “The key to happiness is feeling connected and loved. The secret to feeling loved is really feeling known.” On Going First “When we want to feel more loved, we often try to make ourselves more lovable. But the research suggests something different — we need to start by making the other person feel loved. A relationship is really a series of conversations. Changing the conversation can change the relationship. When you think about a relationship is a series of conversations. And so during your next conversation, the first step is actually to try to make the other person feel more ...
    Más Menos
    34 m
  • What Can Make or Break Your Retirement – Rod Yancy

    What Can Make or Break Your Retirement – Rod Yancy
    Mar 5 2026
    What’s next? Don’t drift. Design. Our next small group coaching program starts in April. Learn more here. ________________________ 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 thriving in retirement. In this conversation, Rod shares data from Oath’s latest client survey, their Q1 2026 Money and Meaning Institute survey of over 500 retirees and near-retirees, and some the findings may surprise you. For example, the biggest regrets aren’t about money. The financial advisory industry is structurally incentivized to keep money at the center of retirement planning — even when that leaves clients less than fully prepared for what they’ll face in planning for life in retirement. He offers a candid, practitioner-level view of what he actually sees working (and failing) in retirement transitions. Rod Yancy joins us from Tulsa, Oklahoma. _________________________ Bio Rod Yancy is a multifaceted entrepreneur, writer, attorney, and leader. His personal mission to empower others to live their lives to the fullest is woven into both his business ventures and creative projects. After graduating from the University of Oklahoma in 2002 with a double major in philosophy and political science, Rod made adventure his top priority, traveling in search of new experiences, inspiration, and deeper meaning. He began writing about his journeys while immersing himself in diverse fields, from mindfulness to literature to software development. Recognizing the importance of legal expertise for his entrepreneurial goals, Rod pursued a J.D. at the University of Oklahoma College of Law, graduating in 2006. He quickly put his education to use by founding two app-based software companies in fantasy sports and photo sharing, before shifting his focus to creating what became one of his life’s major undertakings – Oath. Since its inception in 2010, Oath Law has been guided by Rod’s belief that life is short and everyone should embrace their unique journey to achieve their full potential. With this perspective, Rod utilized estate planning as a means to help people recognize life is short and organize their affairs, allowing them to focus on what truly matters: enjoying life. _____________________________ For More on Rod Yancy Oath Planning _____________________________ Retirement Podcast Conversations You May Like Retire with Purpose – Cesar Aguirre Design a Phased Retirement – Anna Rappaport Coming of Age in Retirement – Tom Marks _____________________________ 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 Mindfulness “I remember hearing when I was young, about a farmer whose crops had failed. And when they asked him what he would have done different, he said I would have cared for the soil sooner. And that that really is the thing. Oftentimes, we really don’t care for what matters until after it’s too late to fix it. And I think that when it comes to emotional well being and mindfulness, people sometimes don’t even know what they were missing. But when we sit down with ...
    Más Menos
    23 m
  • Retiring Soon? What No One Tells You – Michael Kay

    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.”
    Más Menos
    36 m
Todavía no hay opiniones