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The Retirement Wisdom Podcast

The Retirement Wisdom Podcast

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Episodios
  • Make Your Next Years Your Best Years – Harry Agress, MD
    Jul 7 2025
    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. ________________________ 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 Level, joins us to explore how retirement can become one of the most dynamic, creative, and fulfilling phases of your life. A retired radiologist and passionate photographer, Dr. Agress shares lessons from his own retirement journey — from trying an improv class with 20-somethings to donating his art to hospitals — and offers you practical insights to help you shape a retirement that’s vibrant, purpose-driven, and truly your own. You’ll discover: How self-reflection and worksheets helped Dr. Agress navigate the transition into retirement Why embracing “The Four Freedoms” can unlock a new mindset The surprising benefits of trying new things — even improv! A simple but powerful idea: the 8-minute phone call that can rekindle relationships Why pursuing purpose — especially in service to others — fuels a more meaningful retirement Whether you’re preparing for retirement or already in it, Dr. Agress offers a compelling vision of how to make your next chapter the best one yet. Harry Agress, MD joins us from New York. ____________________________ Bio – Harry Agress, MD Following a 36-year medical career in the field of Radiology, Dr. Agress has been retired for 10 years. He is an experienced teacher and nationally recognized lecturer who takes great joy in passing on what he has learned and experienced both in medicine and in retirement. He has been profiled in The Wall Street Journal, appeared on NBC’s “The Today Show,” lectured at the 92nd St Y (NYC) and been featured and America’s Top Doctors. He is a Clinical Professor at Columbia University (NYC) and continues to voluntarily teach medical residents both at Columbia and Weill Cornell Medical Centers. In his new book, Next Years Best Years, Taking Your Retirement to the Next Level, Dr. Agress dives into the many exploits and research that he and others have discovered as they create a new post-career way of living; embracing the emotional, personal and practical side of one of the most unique opportunities of our lives. _______________________ For More on Harry Agress, MD: Next Years Best Years: Taking Your Retirement to the Next Level A Retired Physician Pursues a New Self Portrait in Photography Q&A with photographer Dr. Harry Agress _______________________ Related Podcast Episodes You May Like: The Vintage Years – Dr. Francine Toder Independence Day – Steve Lopez Retiring: Creating a Life That Works for You – Teresa Amabile ________________________ 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 also 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 twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for G...
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    33 m
  • Why You’ll Want a Hobby – Ashley Merryman
    Jun 30 2025
    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. _______________________ What if I told you the activities you dismiss as "just hobbies" were much more than just fun - and could be one of the most powerful tools for building resilience and maintaining mental sharpness as we age? Ashley Merryman reveals groundbreaking findings that challenge how we think about leisure time and its profound impact on our long-term health. From doctors now prescribing hobbies as medicine to studies finding that singing in a chorus creates instant social bonds, the science behind recreational activities is remarkable. Merryman shares fascinating research demonstrating that even modest engagement—like cooking something special twice a week—can deliver measurable cognitive benefits. Whether you're looking to boost your brain health, combat isolation, or to find more meaning in your free time, this conversation will change how you view your pastimes. Discover why hobbies aren't just fun—they're good for you, in more ways than we think. Ashley Merryman joins us from Washington, DC. _______________________ Bio Ashley Merryman is a two-time New York Times bestselling author who is a frequent contributor to US News and World Report. She who recently wrote a guest column for YOLO, a US News newsletter for retirees and those thinking about retirement on the science of hobbies - finding that hobbies are a key to a healthier, happier life. ________________________ For More on Ashley Merryman Your Hobby May Be the Secret to a Happier, Healthier Life Website _________________________ Podcast Conversations You May Like Learning is a Lifetime Sport – Tom Vanderbilt Inward Traveler – Francine Toder PhD Live Life in Crescendo – Cynthia Covey Haller _________________________ Mentioned in This Podcast Conversation Serious Leisure __________________________ 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 also 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 twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has 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 Benefits of Hobbies "The research is very clear. There have been studies, large scale studies, 20,000 people in 15 European countries, 90,000 people in another 15 or 16 countries, and they are consistently finding that hobbies lead to lower likelihood of dep...
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    32 m
  • Volunteering in Retirement: Purpose with Boundaries – Lisa Lewis
    Jun 23 2025
    Volunteering offers a multitude of benefits. And if you end up retiring sooner than you plan to, it can offer a bridge to what you may decide to do next. Yet, it's easy to take on more than you're ready for too soon. You'll want to learn to set boundaries up front to protect your time and flexibility. Lisa Lewis shares her experiences and lessons learned about volunteering with boundaries. Lisa Lewis joins us from Tampa, Florida. _________________________ Bio Dr. Lisa T. Lewis is the Belief System (B.S.) Boss® and Founder of the Belief System (B.S.) Boss® Institute. Through her transformative Belief System training, she empowers individuals to successfully reengineer their belief systems to transform life's obstacles into possibilities. As an ordained clergy member, award-winning author, TEDx speaker, senior manager, and certified John Maxwell Team Coach, Teacher, Speaker, and Trainer, she brings a wealth of experience and knowledge to her practice, inspiring personal and professional growth in her clients. She formerly served as the Chief Budget and Financial Management Officer at the National Oceanic and Atmospheric Administration (NOAA), Office of Marine and Aviation Operations (OMAO) for both the Aircraft Operations Center (AOC) in Lakeland, Florida and the Commissioned Personnel Center (CPC) in Silver Spring, Maryland. The AOC is best known for the ‘Hurricane Hunters,’ a group of aircraft used for hurricane reconnaissance. They fly through hurricanes to help forecasters and scientists gather operational and research data. The crews also conduct other research projects, including ocean wind studies, winter storm research, thunderstorm research, coastal erosion, and air chemistry flights. Her thirty-six-year federal career began as a stay-in-school student, Clerk-Typist with General Services Administration. Although she studied Business Administration at Barton College, she found her federal niche when she was introduced to federal budgeting and finance in 1991. Since then, she has become the “Olivia Pope” of federal budgeting and finance. She has enjoyed working at a few cabinet-level agencies: the U.S. Department of Health and Human Services with the U.S. Surgeon General and National Institutes of Health, the Department of Transportation, and the Department of Homeland Security. Aside from her recent retirement from Federal service, a few little-known facts about Lisa are that she holds several professional certifications, has authored/published several books, has completed her first TEDx Talk, has an honorary Doctor of Divinity, and is an ordained Elder in the Christian faith. __________________________ For More on Lisa Lewis LinkedIn Website Amazon __________________________ Podcast Conversations You May Like Grace in Motion – Susan Hartzler Your Identity Beyond Your Job Title – Laverne McKinnon The Mutual Benefits of Intergenerational Volunteering – Atalaya Sergi __________________________ 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 also 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 twenty-six-year ca...
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    19 m
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