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The Retirement Wisdom Podcast

Podcast The Retirement Wisdom Podcast
Retirement Wisdom

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  • Spring Training (for the Rest of Your Life) – John Kaag
    In today's complex, fast-paced world, what can we learn from philosophers? John Kaag thinks we can learn a lot. He's created an audiobook Spring Training (for the Rest of Your Life), discussing his ideas highlighting Thoreau, Emerson and William James. He's also the co-founder of Rebind, an AI company transforming classic literature into interactive, guided experiences. Rebind pairs books with original interactive commentary from some of today's greatest thinkers who serve as expert guides,  featuring conversations, personal anecdotes, historical context, and reflections. Rebind was named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2025 and was a TIME Magazine "Best Invention of 2024." John Kaag joins us from Massachusetts. __________________ Bio John Kaag is a distinguished philosopher and author, widely recognized for his deep knowledge of Henry David Thoreau’s classic Walden. He has authored several books, including American Philosophy: A Love Story and Hiking with Nietzsche, both of which were New York Times and NPR Best Books of the Year. In 2023, he published Henry at Work, a thorough examination of Thoreau’s philosophy as it relates to post-pandemic work habits. Kaag has contributed to The New York Times, The Wall Street Journal, and Harper’s Magazine, bringing timeless philosophical insights to a wider audience. ________________________ For More on John Kaag Spring Training (for the Rest of Your Life)  Rebind Try Rebind - Discount offer _________________________ Podcast Episodes You May Like Living for Pleasure – Emily Austin, PhD The Art of the Interesting – Lorraine Besser, PhD An Artful Life – John P. Weiss _________________________ 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. Connect on LinkedIn _________________________ Wise Quotes On Philosophers - and AI "I think it's interesting. I think that when it comes to the perennial questions of philosophy, like why am I here? What is the good life? Why is life worth living? These questions typically are answered in very personal settings, between friends, between family members, between, I teach at UMass Lowell, so my classes are relatively small within a classroom setting. But I think what's interesting is that when like lots of readers and lots of thinkers don't have the chance to interact with others in a sort of active way. My mother was one of these individuals. She retired when she was 68,
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  • What’s Your Cause? – Ed Hajim
    Ed Hajim shares his remarkable journey from a tumultuous childhood—moving through foster homes and orphanages after being kidnapped by his father—to becoming a successful businessman and philanthropist. Hajim explains how his experiences became advantages later in life, teaching him adaptability, resilience, and self-confidence that fueled his success at the University of Rochester and beyond. Now dedicated to giving back, he focuses on helping young people through scholarships and education initiatives, guided by his philosophy that "anything is possible, education is the solution to everything, and never be a victim." Hajim offers powerful insights on finding purpose in later life stages through volunteerism, mentorship, and philanthropy, emphasizing the profound satisfaction that comes from helping others succeed. _______________________ Bio Ed Hajim, the son of a Syrian immigrant, is a seasoned Wall Street executive with more than 50 years of investment experience. He has held senior management positions with the Capital Group, E.F. Hutton, and Lehman Brothers before becoming chairman and CEO of Furman Selz. Hajim has been the co-chairman of ING Barings, Americas Region; chairman and CEO of ING Aeltus Group and ING Furman Selz Asset Management; chairman and CEO of MLH Capital; and chairman of High Vista, a Boston-based money management company. In 2008, after 20 years as a trustee of the University of Rochester, Hajim began an eight-year tenure as chairman of the university’s board. Upon assuming that office he gave the school $30 million—the largest single donation in its history—to support scholarships and endow the Edmund A. Hajim School of Engineering and Applied Sciences. Through the Hajim Family Foundation, he has made generous donations to organizations that promote education, health care, arts, culture, and conservation. ______________________ For More on Ed Hajim Island of the Four Ps: A Modern Fable About Preparing for Your Future Website On the Road Less Traveled: An Unlikely Journey from the Orphanage to the Boardroom ______________________ Podcast Conversations You May Like Live Life in Crescendo – Cynthia Covey Haller How to Live a Values Based Life – Harry Kraemer ________________________ 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. Connect on LinkedIn __________________________ Wise Quotes On Reviewing Your Interests "Go back and look at your passions. If you left some passions behind,
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  • Stop People Pleasing – Hailey Magee
    Will your next phase be your time? If you're a people-pleaser, or know someone who is, you'll want to hear from Hailey Magee, author of Stop People Pleasing and Find Your Power. It's time to set better boundaries, advocate for your needs and priorities and start living the life you've imagined. Hailey Magee joins us from Seattle. ______________________ Bio Hailey Magee is a certified coach who helps people around the world break the people-pleasing pattern and master the art of self-advocacy. Holding a credential from the International Coaching Federation and certified by Erickson Coaching International, Hailey has worked with over 500 private clients, helping recovering people-pleasers rediscover not only their power and agency, but their pleasure, joy, and sense of wonder. Her debut book, Stop People Pleasing and Find Your Power, was released by Simon & Schuster in 2024. Hailey’s refreshingly nuanced perspectives on boundary-setting and self-advocacy have captured the attention of millions on social media. Her work has been featured in The New York Times, The Gottman Institute, Business Insider, and Newsweek, and she has facilitated workshops in partnership with WeWork, Women In Music, and a variety of other companies and organizations. Hailey is dedicated to offering her clients clear, research-supported strategies for change. She resides in Seattle, WA. ______________________ For More on Hailey Magee Stop People Pleasing and Find Your Power Website ______________________ Podcast Episodes You May Like The Power of Saying No – Vanessa Patrick, PhD The Joy of Saying No – Natalie Lue Edit Your Life – Elisabeth Sharp McKetta _____________________ 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. Connect on LinkedIn _______________________ Wise Quotes On People Pleasing "It's really just the act of putting other people first at our own detriment, chronically. So unlike regular generosity, which can feel really great and benefit our relationships, people pleasing tends to be a chronic pattern of behavior that really negatively affects us over time. And the costs are high. First of all, because we're always centering other people and putting them first, we become really disconnected from ourselves. So we struggle to access our own dreams, our own desires, our own needs, and that can lead to life feeling kind of hollow and one dimensional. On top of that, our emotional health can suffer because we're often over committe...
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  • TALK: The Science of Conversation – Alison Wood Brooks
    We spend a lot of time each day in conversation. What if you could get better at it? Alison Wood Brooks, author of the new book, Talk: The Science of Conversation and the Art of Being Ourselves, shares her research and tips on how to master conversation, become a better listener, navigate difficult discussions - and what makes an effective apology. Alison Wood Brooks joins us from Massachusetts. ________________________ Bio Dr. Alison Wood Brooks is the O’Brien Associate Professor of Business Administration and Hellman Faculty Fellow at the Harvard Business School, where she created and teaches a course called TALK. As a behavioral scientist, she is a leading expert on the science of conversation. Her award-winning research has been published in top academic journals and is regularly cited in media outlets such as The New York Times, The Wall Street Journal, Harvard Business Review, and NPR. Her research was referenced in two of the top ten most-viewed TED talks of all time and depicted in Pixar’s Inside Out 2. In 2021, she was named a Best 40 Under 40 Business School Professor by Poets & Quants. "TALK: The Science of Conversation and the Art of Being Ourselves" is her first book. _________________________ For More on Alison Woods Brooks Read Talk: The Science of Conversation and the Art of Being Ourselves Website Workbook __________________________ Podcast Episodes You May Like Our New Social Life – Natalie Kerr & Jaime Kurtz Retiring: Creating a Life That Works for You – Teresa Amabile Big Goals – Caroline Adams Miller The Ritual Effect – Michael Norton _________________________ What Will Your Next Story Be? Stay in the Loop with once a month updates on featured conversations and noteworthy articles. Wisdom Notes keeps ideas coming your way once a month to help you create it. _________________________ Best Books for Retirement _________________________ Wise Quotes On Boomerasking "Asking questions is magical. It's why there's a whole part of the acronym is about asking. But Boomerasking, which is named after the outgoing and incoming returning arc of a boomerang, is sort of a boundary condition on the power of question asking, because it's like this. It would be like, I say to you, Joe, have you ever been to Nepal? And you say no, and I'm like, let me tell you about the time I went to Nepal. It's almost like you're thinly veiling your egocentrism and sort of self-centeredness, your desire to disclose about yourself. You're kind of masking it with this insincere question. And you hear it all the time. And what we find in our research is that when I say, have you ever been to Nepal, first of all, that question is so specific, you're already on high alert. You're like, oh, God, here comes a story about Nepal. But even if I were to ask you, like, how was your weekend, and then I let you answer, and even if you were excited to answer that, and then I bring it right back to myself immediately without following up on your answer, it makes you feel like I wasn't interested to begin with. And that's a really bad feeling. In the end, conversation needs to be sort of ping pongy back and forth, where both people are sharing about themselves, but also feeling affirmed and validated and listened to as we're playing this ping pong game. And so if you bring it right back to yourself in boomerask, it undermines the healthy ping ponginess of a conversation. Thank you. Follow ups and callbacks do exactly the opposite. So whereas Boomer asks are a villain and you're doing, you're bringing it too much back to yourself, which people do all the time. Follow up questions, keep the focus on the other person. So anytime someone gives you this great gift of a disclosure, you share anything about your weekend. Or if I say, have you been to Nepal and you say, no, but I've been to Tibet or whatever.If they're giving you any sort of sharing, some disclosure,
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  • Tiny Experiments – Anne-Laure Le Cunff
    Can an experimental mindset help you navigate your transition to retirement? Anne-Laure Le Cunff, author of the new book Tiny Experiments, discusses how to become a scientist of your own life and unlock new habits, interests, and behaviors for your next phase of life. Anne-Laure Le Cunff joins us from Austin. ________________ Bio Anne-Laure Le Cunff is the author of Tiny Experiments: How to Live Freely in a Goal-Obsessed World.  She's a neuroscientist, entrepreneur, and writer. A former Google executive, she went back to university to earn a Ph.D. in Psychology & Neuroscience from King’s College London. As the founder of Ness Labs and author of its widely read newsletter, she writes about evidence-based ways for people to make the most of their minds, navigate uncertainty, and practice lifelong learning. Her work has been featured in peer-reviewed academic journals and mainstream publications such as WIRED, Forbes, Rolling Stone, Fortune, Entrepreneur, and more. ________________ For More on Anne-Laure Le Cunff  Tiny Experiments: How to Live Freely in a Goal-Obsessed World Ness Labs ___________________ Best Books for Retirement ___________________ Podcast Episodes You May Like Tiny Habits Can Lead to Big Changes – BJ Fogg Design Your Life and Get Unstuck – Dave Evans Growing Old, Staying Rad – Steven Kotler _________________ Get Wisdom Notes Once a month updates on featured conversations and noteworthy articles. What Will Your Next Story Be? Wisdom Notes keeps ideas coming your way once a month to help you create it. ________________ 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. Connect on LinkedIn ____________________ Wise Quotes On Becoming a Scientist of Your Own Life "An experimental mindset is one where we have both high ambition and high curiosity. This is really embracing the fact that you need both if you want to grow in life. And if you want to achieve more than what you think is currently possible, if you want to achieve more than what is within the realm of your imagination with what you know today, you need hard work, sure, but you need to keep some doors open for exploration, surprises, serendipity, and those kinds of collaborations that we can't really plan for. And an experimental mindset is really about becoming the scientist of your own life, treating everything, every challenge and uncertainty in general as an opportunity to expe...
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