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The Retirement Wisdom Podcast

Podcast The Retirement Wisdom Podcast
Retirement Wisdom

Available Episodes

5 of 100
  • 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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    26:09
  • Layer Upon Layer – DavId Horton, MD
    Our guest today notes that "retirement is a little bit like life. It's likely to be different than you think it's going to be." David Horton, MD shares the story of his life wife Dee Dee, and carrying on her mission and legacy. He discusses her book, Layer Upon Layer, which he helped complete. David Horton joins us from Washington State. _____________________ Bio David Horton, a retired oncologist turned book editor, spent his career driven by a deep passion for science and genuine connection with his patients. After completing his residency, he moved to the Pacific Northwest, where he met his wife, DeeDee. Known for his patient-centered approach grounded in respect, empathy, and the art of deep listening, David founded RadiantCare Oncology, building a practice that aligned with his values as both a doctor and a person. David and DeeDee shared 32 years of love, self-growth, and adventure, creating a steadfast partnership. Now retired, David is dedicated to honoring DeeDee’s mission by publishing her book, Layer Upon Layer, to continue her message and legacy _______________________ For More on David Horton, MD Layer Upon Layer book Website ____________________ Best Books on Retirement ____________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey Ride or Die – Jarie Bolander On My Way Back to You – Sarah Cart _____________________ 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 1.5 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 Redefining Yourself in Retirement "Retirement is a little bit like life. It's likely to be different than you think it's going to be. I think of retirement as quitting the structured daily routine of your week. Mainly, we're keeping that because we need work to provide us with financial stability. The beauty of retirement is the opportunity to redefine yourself, realizing you've grown so much since you chose a career and started things. And so the first thing is you have to pay attention to the financial aspect early on, if you want the freedom to redefine yourself earlier while you have better health and you have more flexibility to integrate into the world and how it's changed. And I think that's so essential now because technology and things has taken over so much. The earlier you get on that, the more significant you can redefine yourself with retirement." On Layer Upon Layer by Dee Dee Horton "A lot of the things described in Layer Upon La...
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  • Our New Social Life – Natalie Kerr & Jaime Kurtz
    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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