• Our New Social Life – Natalie Kerr & Jaime Kurtz
    Feb 17 2025
    A lot will change once you retire and you may need build a new a social circle. Natalie Kerr and Jaime Kurtz join us to share research-backed strategies you can use to build and strengthen meaningful relationships from their new book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. Natalie Kerr and Jaime Kurtz join us from Virginia. ______________________ Bios Natalie Kerr, Ph.D., is a social psychologist and award-winning professor at James Madison University, where she studies social connection and loneliness. Her work has been published in journals such as the Journal of Applied Social Psychology, Journal of Social and Clinical Psychology, Personality and Individual Differences, and Social Influence. She is co-author of the book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. She also designs community programs for people who want to cultivated deeper connection in their lives. Jaime Kurtz, Ph.D., is a professor of psychology at James Madison University. Her research focuses on strategies for savoring and well-being and has been published in journals such as Psychological Science, the Journal of Positive Psychology, Emotion, and Developmental Psychology. Her work has been published in journals such as Psychological Science and the Journal of Positive Psychology. Most recently, she is the author of The Happy Traveler: Unpacking the Secrets of Better Vacations. She is also the co-author, with Sonja Lyubomirsky, of Positively Happy: Routes to Sustainable Happiness, and she regularly presents seminars on mental health to continuing education health care professionals nationwide. _________________________ For More on Natalie Kerr & Jaime Kurtz Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection _________________________ Podcast Episodes You May Like How to Make New Friends in Retirement – Dr. Marisa G. Franco The Laws of Connection – David Robson The Good Life – Marc Schulz, PhD _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with 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. ________________________ On Social Connection "So, as humans, we have a fundamental need for social connection. We live happier, healthier, and longer lives when we feel deeply connected to other people. And while we might experience and express this need in different ways, the need for social connection is really universal. It's so fundamental that we have built-in biological mechanisms to encourage it. When we're socially isolated, our brain triggers cravings for human contact, in much the same way that it triggers cravings for food after a few hours of not eating. So, we literally crave connection. And that's why so many of us felt starved for connection during the pandemic. The problem is that in everyday life, many of us simply ignore the craving or we deny it. We treat socializing like an indulgence rather than an essential health behavior, and we fail to prioritize it. We recognize the importance of sleep, exercise, and healthy eating, and we take steps to maintain them. But going out with friends, going to Happy Hour, Trivia Night, these things often take a backseat. Somehow, they feel less important when in reality,
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    34 mins
  • Lessons Learned in Retirement That Can Help You – Judith Nadratowski
    Feb 10 2025
    A great retirement takes work - and learning. In her seventh year in retirement, Judith Nadratowski joins us to share her lessons learned so far in her retirement journey - lessons that can help you plan better for yours. _____ Bio Judith Nadratowski is her seventh year of retirement after a 40-year career at Cleary Gottlieb, a top international law firm based in New York where she was most recently Manager, Partnership Resources & Executive Committee Matters. You can read more of Judith's insights, ideas and reflections on retirement on her blog Retirement Commentaries. ______________________ For More on Judith Nadratowski Judith Nadratowki's Retirement Commentaries ______________________ Podcast Episodes You May Like Life After Work – Brian Feutz Retirement Rookies – Stephen & Karen Kreider Yoder Strategic Quitting – Julia Keller The Vintage Years – Dr. Francine Toder _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with 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. _______________________ Mentioned in This Episode Yes Man - Jim Carrey _______________________ Do Your Homework Explore summaries of the Best Books on Retirement ________________________ Wise Quotes On Being a Beginner "...being a beginner and learning to build things from scratch. I really went into my retirement thinking I would just really easily slip into my life. And now I could do all the things I never had the time to do. And that was exactly the reason I chose to retire. I wanted to take advantage of time. I was still in my early 60s and wanted to do new things and things I had done during a very demanding career. And I also wanted to search for a new focus. I knew I needed - I dread using the purpose word, but that sense of purpose is something that I definitely felt I needed. And I knew that I wanted to search for something that would fill that, that I could really sink into...Retirement life takes some work and it's not going to just happen and you have to be the catalyst. You have to figure out the gaps and start filling them in...you can really seriously think that you could try something new. So what I meant by being a beginner was I had to shed all of my sense of knowing everything and really strip down to get things that would bubble up, that would be of interest to me and to really that start from scratch. Design from the bottom up. And that wasn't so easy when you're used to mastering your job for quite some time." On the Transition to Retirement "But the hardest thing for me, the challenge really was that my life wasn't just that change in schedule. But it was [when] I realized how many intangibles my job gave me that I missed. And I wasn't even able to articulate them at first. But as I started to think more deeply about them, I realized that my job really shaped so many things about me and was always in the background. It was how I saw myself, it was how I even chose to spend my free time. It was based around my job and how much time I would spend and even sometimes how I viewed other people. It was just so much a part of me that I never realized it was so entrenched so that when I started thinking about it, I knew that I was choosing my retirement. I was enthusiastic about it, but I felt lost.
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    28 mins
  • Golden Years – James Chappel
    Feb 3 2025
    What's the current stage of retirement and aging in the US? And how did we get here? James Chappel discusses his new book Golden Years: How Americans Invented and Reinvented Old Age, the impact of The Gray Panthers and why The Golden Girls is "the most important TV show in the history of American aging." James Chappel joins us from Durham, North Carolina. ___________________ Bio James Chappel is the Gilhuly Family Associate Professor of History at Duke University and a senior fellow at the Duke Aging Center. He's the author of the new book Golden Years: How Americans Invented and Reinvented Old Age, a history of aging, health, and disability in the USA from 1920 to the present. It appeared in November 2024 and has been widely reviewed in outlets like The New Yorker and the Los Angeles Times. He received his PhD from Columbia University. At Duke, he works on the intellectual history of modern Europe and the United States, focusing on themes of religion, gender, and the family. He has published two books and published widely in both scholarly and non-scholarly sites (The New York Times, The Nation, and more).. He is currently co-chair of the Prison Engagement Initiative at the Kenan Institute for Ethics, and founded the Duke-in-Prison lecture series. _______________________ For More on James Chappel Golden Years: How Americans Invented and Reinvented Old Age by James Chappel _______________________ Mentioned in This Podcast Episode The Simpsons clip (2:45) _______________________ Podcast Episodes You May Like The Uncertainty of Retirement in the New Economy – Teresa Ghilarducci Life in Retirement: Expectations & Realities – Catherine Collinson Live Life in Crescendo – Cynthia Covey Haller ______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with 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. __________________________ Wise Quotes On The Gray Panthers "Actually, the 60s was a lot more intergenerational than people remember. There are a lot of older activists. And there also was a lot of old age activism. So what the finally winding back to your question, they're kind of like the 60s for old people. Obviously the name, right? So the Great Panthers, it's obviously a play in the Black Panthers. Black Panthers are, among many other things, kind of the more radical wing of the Civil Rights movement, just as the Gray Panthers were the more radical wing of the old age movement. There was a kind of mainstream old age movement, which was in favor of things like Medicare, which was great, you know, they succeeded. The Gray Panthers are more like the talented movement. They are more like less dramatically reoriented American society towards older people. And so they do a lot of amazing things that I think ought to be remembered. And I think that in 2025, what's most striking about their activism is how, in today's words, we'd say it's very intersectional. So they don't think about old age by itself. They actually think about old age and environmental justice. They think about old age and how to have like a greener society. They're already doing this in the 1970s. They're thinking about old age and racial justice. They're paying a lot of attention to communities of color. They're paying a lot of attention to nursing home residents.
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    33 mins
  • Big Goals – Caroline Adams Miller
    Jan 27 2025
    Are you thinking big enough about your retirement? You'll have time for the things you always wanted to do but didn't have time for in your full-time working years. With a blank canvas to work with, what are the meaningful personal goals you'd like to pursue now? How you start can make the difference. Caroline Adams Miller joins us to discuss her new book Big Goals: The Science of Setting Them, Achieving Them, and Creating Your Best Life and how you can use a research-backed method to set challenging but attainable goals - and make this year your best year. Caroline Adams Miller joins us from Maryland. ________________________ Bio Caroline Adams Miller is a globally renowned expert in positive psychology, with a special focus on goals and grit. For over 30 years, she has been a trailblazer in advancing these fields, helping individuals and organizations reach their most ambitious goals and improve overall well- being. She was among the first to earn a Master of Applied Positive Psychology (MAPP) from the University of Pennsylvania in 2006, a program pioneered by Dr. Martin Seligman, the founder of positive psychology. Caroline also graduated magna cum laude from Harvard University, laying the groundwork for her future achievements in psychology and personal development. She is a black-belt martial artist and a Masters swimmer. Caroline is the author of nine influential books, including: My Name is Caroline (Doubleday 1988, Gurze 2000, Cogent 2014), a pioneering recovery memoir that has given hope to countless individuals battling eating disorders. • Getting Grit (SoundsTrue 2017), which explores the science of perseverance and was recognized as one of the “top ten books that will change your life” in 2017 and one of the “top 25 books that will help you find your purpose” in 2023. • Creating Your Best Life (Sterling 2009, 2021), a #1-ranked book on goal-setting that combines the science of success with research on happiness and was the first mass-market book to bridge these fields using Locke and Latham’s goal- setting theory. • Big Goals (Wiley, 2024), which offers an accessible, updated framework for achieving significant goals, incorporating modern research on mindset, grit, artificial intelligence, and resilience. It provides practical strategies for both personal and organizational success, grounded in 15 years of new research in positive psychology. This book is destined to change the way people view goalsetting and has been selected as a must-read for The Next Big Idea Club. Her books have been translated into multiple languages, including German, Korean, Spanish, Chinese, Japanese, and Italian, reaching a global audience. Caroline’s impact on positive psychology has earned widespread recognition. Dr. Martin Seligman highlighted her work in Flourish, and Angela Duckworth, a leading researcher on grit, praised Caroline’s profound insights and practical applications of grit research, saying, “No one has thought more than Caroline about how to apply the scientific research on grit and achievement to our own lives!” A sought-after speaker, Caroline has presented at prestigious venues such as Wharton Business School's Executive Education program and delivered a TEDx talk titled “The Moments That Make Champions,” resonating with audiences worldwide. Her work has been featured in major media outlets like BBC World News, The New York Times, The Washington Post, NBC, NPR, The Wall Street Journal, Forbes, Fortune, and CNN. She has consulted with high-profile clients, including Morgan Stanley, lululemon, Coldwell Banker, American Bankers Association, Blizzard Entertainment, RE/MAX, Booz Allen, Harvard Law School, The World Bank, and Swisse Wellness, helping them pursue ambitious goals and create environments that foster success and well-being. Caroline’s memoir My Name is Caroline details her personal journey of overcoming bulimia and demonstrates her belief in the power of grit an...
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    25 mins
  • The Purpose Code – Dr. Jordan Grumet
    Jan 20 2025
    What's your purpose now? It's a big question, an important one - and one that many people get stuck on when they retire. Dr. Jordan Grumet believes we need to change how we think about purpose. He rejoins us to discuss his new book The Purpose Code: How to unlock meaning, maximize happiness, and leave a lasting legacy. Jordan Grumet joins us from Illinois. _________________________ Bio Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life’s trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice. With a profound understanding of both medicine and finance, Jordan unveiled his thoughts through blogging, specifically focusing on financial independence and wellness. This passion culminated in the launch of the Earn & Invest podcast in 2018. His dedication bore fruit in 2019 when he was honored with the Plutus Award for Best New Personal Finance Podcast, followed by consecutive nominations for Best Personal Finance Podcast of the year in 2020 and 2021. In August 2022, Jordan’s literary pursuit took shape as his book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, was published by Ulysses Press. His second book, The Purpose Code, was published by Harriman House Press. Jordan’s journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life. _________________________ For More on Dr. Jordan Grumet The Purpose Code Website Our first podcast conversation with Jordan Grumet on Taking Stock _______________________ Podcast Episodes You May Like Retiring: Creating a Life That Works for You – Teresa Amabile Living Like You Mean It – Jodi Wellman _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with 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. __________________________ Wise Quotes On Purpose "The studies show that purpose in life is associated with health, happiness, and longevity, very clearly in tons of studies. On the other hand, I found other studies that show that up to 91% of people get anxious when it comes to purpose at least some point in their life, they feel frustrated and thwarted and depressed. And so the big question is how could it be both? And what I really came to the conclusion is purpose is not one thing but two. And one of those versions of purpose, what I call big P purpose, is more associated with anxiety while the other, what I call little p purpose, is probably more associated with that happiness, longevity, and health. And so I wrote this book to help people pursue that better version of purpose." On Purpose Anchors
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    25 mins
  • How to Winter – Kari Leibowitz
    Jan 13 2025
    What mindset are bringing to this winter season? Kari Leibowitz joins us to discuss her book How to Winter: Harness Your Mindset to Thrive on Cold, Dark, or Difficult Days with interesting and useful ideas on how to make this winter special. Yes, special. Kari Leibowitz joins us from Amsterdam. ____________________ Bio Kari Leibowitz, author of How to Winter, is a health psychologist, speaker, and writer. She received her PhD in Social Psychology from Stanford University, served as a US-Norway Fulbright Scholar, and taught the “Mindsets Matter” Stanford Continuing Studies Course. Leibowitz combines scholarly expertise with practical strategies to help people understand and harness the power of their mindsets and find joy in winter. Her writing on the power of the wintertime mindset has appeared in The Atlantic, The New York Times, and The Washington Post, and many other publications have reported on her work including The Guardian, The Financial Times, BBC, and The Telegraph. She has taught winter workshops to businesses, universities, non-profits, and organizations around the world. ______________________ For More on Kari Leibowitz How to Winter: Harness Your Mindset to Thrive on Cold, Dark, or Difficult Days Website ______________________ Podcast Episodes You May Like Happier Hour – Cassie Holmes, PhD Edit Your Life – Elisabeth Sharp McKetta The Joy Choice – Dr. Michelle Segar _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with 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 1.5 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. Connect on LinkedIn ______________________ Wise Quotes On Slowing Down "...it's objectively true that winter is the darkest season, it's the coldest season, it may be the wettest, windiest season, depending on where you live. But I think that there are so many opportunities in the cold and in the darkness. And I think one of the things that we can really appreciate is winter as a time of year when we get to slow down, and when it really can feel good to slow down. So I think a lot of people who struggle with winter are struggling with feeling the effects of the darkness on their energy with feeling more tired, or maybe less motivated or a little bit down. But when we see this not as a problem, but a natural response to a change in our environment, we can really embrace that as winter as a time for being cozy at home for reading that file of books on our nightstand or catching up on our TV shows or artistic pursuits, cooking and baking.
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    25 mins
  • The New Happy – Stephanie Harrison
    Jan 6 2025
    Happy New Year! What will make you happy this year? Our guest today, Stephanie Harrison, author of New Happy, believes that it's time to retire the old beliefs about happiness. If you're moving on from full-time work, you'll want to hear her research-based ideas to reimagine what happiness will be like in this new phase of life - and how to move on from the "old happy." In addition to her book, I highly recommend her newsletter, and join over 1 million people who also love her work. Stephanie Harrison joins us from California. _______________________ Bio Stephanie Harrison is author of New Happy: Getting Happiness Right in a World That's Got It Wrong and the creator of the New Happy philosophy and an expert in the science of well-being. Her company, The New Happy, teaches millions of people around the world how to be happier every day. She has a Masters Degree in positive psychology from the University of Pennsylvania, where she was later an instructor. Previously, she was the head of Learning at Thrive Global, where she directed the development of science-backed programs for well-being that reaches millions of employees at Fortune 500 companies around the world. ________________________ For More on Stephanie Harrison Read New Happy: Getting Happiness Right in a World That's Got It Wrong The New Happy website Sign up for the free weekly Newsletter ________________________ Mentioned in This Episode How To Become A Wiser Person _________________________ Podcast Episodes You May Like Happier Hour – Cassie Holmes, PhD Living Like You Mean It – Jodi Wellman The Power of Fun – Catherine Price The Good Life – Marc Schulz, PhD _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with 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 1.5 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. Connect on LinkedIn ________________________ Wise Quotes The New Happy vs. Old Happy "I now define happiness in a very different way than I did when I was younger...It's the state of being connected to yourself, others, and the world around you. That's how I would describe the experience of it. And then I define the pathway to getting that as having these two pillars of being who you are and then using who you are to help other people. So that, which I just said, is the New Happy. And then Old Happy is what society teaches us about happiness - what we need to do and achieve and become in order to experience that state of well-being that we're all looking for. And Old Happy tells us that if we want to be happy...
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    27 mins
  • The Very Best of 2024 – Retirement Wisdom
    Jan 3 2025
    Thinking of retiring? Start here with our Best Books on Retirement summaries. _____________________ Before we move on to a new season of the podcast, let's catch up on our best conversations with a question in mind: Which one of these retirement lessons can I apply in 2025? Click the links below for the full conversations: How Not to Age – Dr. Michael Greger The Portfolio Life – Christina Wallace The Balancing Act in Retirement – Stew Friedman The Fourth Quarter – Allen Hunt Living Like You Mean It – Jodi Wellman Retiring: Creating a Life That Works for You – Teresa Amabile Changing Lanes to Make a Difference – Jennifer Jacobs _______________________ Other Best Of Episodes Best of the Retirement Wisdom Podcast 2024 – Part 3 Best of 2023 - Part 3 The Very Best of 2022 The Best of 2021 – Retirement Wisdom _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with 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 1.5 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. Connect on LinkedIn
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    34 mins