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    Latest Episodes:
    Map Your Days & Build Wellbeing – Matt Bloom Aug 31, 2026
    Show notes

    Catch up to your money. It’s often ready for retirement before you are.

    _________________________

    What helps wellbeing endure as our lives change?

    Matt Bloom has spent much of his career studying human flourishing. In this conversation, he brings his insights into retirement and combines it with lessons from his own transition from professor to writer, volunteer and what he calls a “wise elder.”

    We discuss why wellbeing is built through small daily practices, how adopting a new identity can change your behavior, why many need to become more intentional about friendship after leaving work, and how volunteering and shared-interest communities can create both connection and meaning.

    Matt also explains how older adults can become “guardians and shepherds” of relationships and shares Map Your Days, a simple practice that takes five minutes a night and that, in 27 years of teaching MBAs and executives, he says has never failed to teach someone something they didn’t know about their own life.

    Matt Bloom joins us from Colorado.

    ________________________

    Bio

    Matt Bloom is the author of Lasting Wellbeing: Science-Based Practices for Tranquility, Authenticity, Meaning, and Joy. He is a writer, speaker, entrepreneur, and emeritus professor of management at the University of Notre Dame. Bloom holds advanced degrees in psychology from Cornell University (PhD) and the University of Kansas (MA), and is an award-winning teacher who earned top honors for courses he taught to undergraduates, MBA students, and corporate executives. At Notre Dame, Matt taught classes on innovation and design thinking, organizational change and leadership.

    As a professor in the Mendoza College of Business, Matt studied well-being for nearly three decades where he led the WorkWell research project. Initially, he and his team of ten researchers focused on the well-being of people in the helping and healing professions: international aid workers, global health professionals, educators, clergy and ministry workers, physicians, and other healthcare professionals, among others. He later broadened his focus to include both well-being at work and in life more generally. The team also launched a first-of-its-kind mobile application to capture daily experiences from several hundred research subjects.

    Prior to becoming a professor, Matt was a financial advisor at Shearson Lehman Hutton, a consultant at Arthur Young, a psychiatric orderly at The Kansas Institute, and a paramedic for the Douglas County (KS) Emergency Medical Service.

    Some of Matt’s favorite wise well-being practices:

    • Extended backcountry hiking (5+ days). And, yes, there are no showers or bathrooms
    • Baking hearth bread using natural leavens, mild sourdough starters
    • Scuba diving on coral reefs and wrecks in the Caribbean
    • Catch-and-release fly fishing on small mountain streams
    • Poetry reading using a process he adapted from lectio divina
    • Reading novels. Among his favorite authors are Marilynne Robinson, Richard Ford, Richard Rosso and Abraham Verghese

    _________________________

    For More on Matt Bloom

    Lasting Wellbeing: Science-Based Practices for Tranquility, Authenticity, Meaning, and Joy

    Website

    Ritual app: Download for iOS or Android, or start at ritual.io.

    _________________________

    More Retirement Podcast Conversations You’ll Love

    How to Flourish…in Retirement – Daniel Coyle

    Retiring: Creating a Life That Works for You – Teresa Amabile

    The Good Life – Marc Schulz, PhD

    _________________________

    Wise Quotes

    On the Value of Small Steps

    “Our wellbeing rises and falls mostly as a result of little things that we do day by day…We live our values mostly in the little things that we do.”

    On Relationships

    “Quality matters more than quantity.”

    On Elderhood

    “We can really be the guardians and shepherds of family relationships.”

    _______________________

    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 2 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.

    _________________________


    Don’t Reinvent. Recalibrate – Dr. Denise Taylor Aug 24, 2026
    Show notes

    A lot of the conversation on retirement runs one way: stay busy, stay productive. Dr. Denise Taylor thinks that could quietly cost some people their best years.

    Denise is a Chartered Psychologist and later-life researcher in the UK. She spent 25 years coaching people through career transitions, then, at 61, went back to school herself, completing a professional doctorate on how people reconstruct meaning after full-time work. Her research subjects were all at least two years past retirement, deliberately, because the first two years tell you very little. What she found in them became the backbone of her new book, ThriveSpan: Walking Gently Into What Matters Now.

    The extra years we have gained, she argues, arrive roughly between 60 and 80, while health usually still holds. Spending them duplicating the shape of your working life is a decision, and it’s not right for everyone. Her alternative is not reinvention, which she calls exhausting, but recalibration: a reset in which you subtract before you add.

    She is also candid about her own path. Leaving a twenty-year marriage. Four days and four nights alone in nature with no food and no tent. A doctorate that started the October before COVID. Four acres of woodland that taught her, at last, how to stop moving fast.

    We discuss why purpose does not have to be a cathedral, why she stopped dyeing her hair on principle, what her research says about curiosity and being of service, why you should imagine the future you do not want, and why saying no is the most underrated skill in later life.

    Retirement is different for everyone and we have choices. Denise argues against a continue to work narrative, and she argues strongly. If you’re a listener who loves their work, or who needs the income, shear her as offering choice rather than a verdict.

    ________________________

    Bio

    Dr. Denise Taylor is a Chartered Psychologist, later-life researcher, and widely published author whose work explores how we can live well as we age.

    With more than 25 years’ experience supporting career and life transitions, she has written extensively on work, identity, ageing, and meaning in later life. Her work has been featured by the BBC, ITV, and national newspapers.

    Her previous books include Career Coaching for Midlife and Beyond, Rethinking Retirement for Positive Ageing , and Find Work at 50+. Her doctoral research into meaning after full-time work won the Research by a Career Development Professional award in 2024.

    ThriveSpan: Walking Gently Into What Matters Now offers a reflective, psychologically grounded approach to later life, integrating research, lived experience, and the restorative influence of nature.

    Denise writes the Substack newsletter Ageing Reimagined and is a regular contributor to the i Paper.

    She lives in Gloucestershire, where time spent in her woodland continues to inspire both her writing and her approach to later life.

    _______________________

    For More on Denise Taylor

    Substack – https://ageingreimagined.substack.com/

    ThriveSpan – https://denisetaylor.co.uk/thrivespan/

    Website – https://denisetaylor.co.uk/

    _______________________

    Other Retirement Podcast Conversations You’ll Also Love

    Inspired Retirement – Nathalie Martin

    Re-Visioning Retirement – Susan Reid, PhD

    Joyspan – Kerry Burnight, PhD

    _______________________

    Wise Quotes

    On Recalibrating

    “You don’t have to reinvent yourself. You can just slow down a bit…now time is more my own.”

    On Purpose

    “When I’m talking to people about purpose, they want this massive thing, like building a cathedral. You can have purpose just by smiling at somebody walking down the street.”

    On Being

    “If all you are is a human doing, then you’re not really thinking about who am I as a human being?”

    ______________________

    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 2 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.


    Long Arm of the Past – Neal Lipschutz Aug 20, 2026
    Show notes

    Your money is ready for retirement. Are you?

    Get started on Future You.

    _________________________

    What might happen if retirement gives you permission to become a beginner again?

    After more than four decades in journalism, including a long career at The Wall Street Journal, Neil Lipschutz began an entirely different chapter—as a mystery novelist.

    In this conversation, Neil discusses career identity, creative work and the importance of giving retirement some structure without locking yourself into a rigid plan. He also shares a powerful lesson from his own second act: enjoy the process of pursuing something meaningful without making your satisfaction dependent on how other people measure the outcome.

    _________________________

    Bio

    Neal Lipschutz, a long-time journalist, was formerly a deputy editor-in-chief at The Wall Street Journal. He also previously served as WSJ’s ethics and standards editor. He also at one time was the top editor at Dow Jones Newswires. His short fiction has appeared in a number of publications. “Long Arm of the Past” is his second novel in the Scott Morgan series following his debut novel “No Write Way to Die” in 2025.

    __________________________

    For More on Neal Lipschutz

    Author Website

    Long Arm of the Past (A Scott Morgan Mystery)

    No Write Way to Die

    ___________________________

    Other Retirement Podcast Conversations You’ll Love

    How to Flourish…in Retirement – Daniel Coyle

    Change Your Questions, Change Your Life…in Retirement – Marilee Adams, PhD

    Mattering…in Retirement – Jennifer Breheny Wallace

    ____________________________

    Wise Quotes

    On Retiring External Validation

    “Enjoy the process… and try to separate that from whether it was ultimately a success in some other person’s eyes.”

    On Finding a New Center

    “It’s such an opportunity to try something new, to find some new purpose, to find some new center around which to organize your life.”

    On Idenity

    “I felt like a human being before I had a career…I’m not sure I need a career to justify my identity now.”

    _____________________________

    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 2 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.


    The Missing Pillar of Healthy Aging – Esther Gokhale Aug 17, 2026
    Show notes

    Are You the One?

    We have one spot left in both cohorts Designing Your New Life in Retirement small group program, beginning in September.

    Is now the time to start working on what you’ll be retiring to?

    Learn more here | Sign up here

    Prepare for Takeoff:

    Is your money better prepared for retirement than you are to live it? Take this free 5-minute assessment to highlight may need you attention to build the retirement you’ve earned.

    __________________________

    We spend a great deal of time thinking about how much we exercise. Esther Gokhale asks another question: How are we using our bodies during all the hours when we aren’t exercising?

    Esther Gokhale, creator of the Gokhale Method, became interested in posture after experiencing a severe L5-S1 disc herniation while pregnant with her first child. Surgery was followed by another herniation, and she began searching more broadly for ways to change how she moved in everyday life.

    In this conversation, Esther explains why she considers posture a missing pillar of wellness and why she believes ordinary activities (walking, sitting, standing, bending and even lying down) can become what she calls “life exercises.”

    We explore why sitting itself may not (completely) deserve its terrible reputation, what she means by a “J-spine,” how walking mechanics affect the entire body, and what modern adults can learn from young children and populations whose traditional movement patterns have been preserved.

    Most encouragingly for people in the second half of life, Esther argues that we should distinguish between what becomes common with age and what is necessarily natural. Her message is clear that our capacity for improvement often lasts much longer than we assume.

    _____________________

    Bio

    Esther Gokhale (GO-clay) has been involved in integrative therapies all her life. As a young girl growing up in India, she helped her mother, a nurse, treat abandoned babies waiting to be adopted. This early interest in healing led her to study biochemistry at Harvard and Princeton and, later, acupuncture at the San Francisco School of Oriental Medicine.

    After experiencing crippling back pain during her first pregnancy and unsuccessful back surgery, Esther Gokhale began her lifelong crusade to vanquish back pain. Her studies at the Aplomb® Institute in Paris and years of research in Brazil, India, Portugal and elsewhere led her to develop the Gokhale Method, a unique, systematic approach to help people find their bodies’ way back to pain-free living. Gokhale’s book, 8 Steps to a Pain-Free Back, has been translated into ten languages.

    Esther Gokhale has taught at corporations such as Google & IDEO, presented at conferences including TEDx(Stanford), consulted for the trainers of the SF 49ers and several Stanford sports teams, and conducted workshops for physician groups at Stanford, Kaiser Permanente, Sutter Health, UCSF. The New York Times gave Esther the title “The Posture Guru of Silicon Valley. A Stanford clinical trial is currently studying the Gokhale Method.

    _____________________

    For More on Esther Gokhale

    Website – Gokhale Method

    2-minute Video Overview of the Gokhale Method

    8 Steps to a Pain-Free Back by Esther Gokhale

    ____________________

    Other Retirement Podcasts You May Like

    The Joy of Movement – Kelly McGonigal

    Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD

    Make Your Next Years Your Best Years – Harry Agress, MD

    _____________________

    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 2 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 Posture

    “Posture is very underrated as a pillar of wellness…Change the way you are living in your body….It’s sort of indispensable that we do life more skillfully because that’s where the big opportunities are.”

    On Misconceptions on Aging

    “Don’t…lower our standards and call things that are common natural.”

    On Why Now?

    “It’s never too late.”

    __________________________

    The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.


    Becoming a Rookie Again – John Fisher Aug 10, 2026
    Show notes

    Time for an Upgrade?

    The honeymoon period doesn’t last forever in retirement.

    The free Retirement Drift assessment takes five minutes. It’s not a report card. No right answers.

    If you want to get started on working on the new Future You, that’s exactly what the Designing Your New Life in Retirement program is built for.

    Six group sessions with 6 to 10 people doing the same, and a structured way to move from putting it off to designing.

    The September cohort is enrolling now with two scheduling options.

    Learn more here | Sign up here

    _____________________________

    What would persuade a successful professional to trade seniority and compensation for beginner status, and six months of Police Academy training at 70? For John Fisher, the answer was not reinvention for its own sake. It was the chance to keep growing, serving, solving problems, and feeling fully engaged.

    Before becoming a Ranger, John spent more than 20 years at Sony Pictures Television, including as supervising producer of The Young and the Restless, where he won six Emmy Awards. His earlier career included work with HBO and key roles in launching MTV, VH-1, MTV Europe, and The Comedy Channel.

    His next chapter didn’t pop up overnight. It grew from volunteering. One opportunity led to another: EMT certification, a seasonal Ranger-Assistant role, ranger training, and eventually the Río Hondo Basic Police Academy. There, surrounded by much younger recruits, John became California’s oldest graduate of a basic Police Academy, class president and was voted Most Inspirational.

    In this conversation, John explains how he handled the demands of the academy, why age brought advantages as well as limitations, and how three simple criteria (learning something new, helping people, and having fun) guided his choices. His story is dramatic, but his approach is accessible. Becoming a Ranger may not be your thing, but what small experiment might open your own unexpected next chapter?

    John Fisher joins us from California.

    _________________________

    Bio

    John Fisher is a Ranger with the Mountains Recreation and Conservation Authority, a local park agency with extensive property in the Santa Monica Mountains. He joined the MRCA as a volunteer in 2024. After attending the Rio Hondo Basic Police Academy in 2025, Fisher completed field training and became a generalist ranger in 2026.

    Prior to the MRCA, Fisher worked for Sony Pictures Television for over 20 years as a supervising producer for “The Young and the Restless,” where he won six Emmy Awards. Earlier, Fisher worked on the NBC Enterprises syndicated daytime program, “The John Walsh Show.” He spent 11 years with HBO as a production executive, where he supervised a wide range of programming, including “Politically Incorrect with Bill Maher,” “The Chris Rock Show,” “Reverb,” and “Dr. Katz: Professional Therapist.”

    His experience encompasses key roles in launching MTV, VH-1, MTV Europe, and The Comedy Channel, as well as numerous producing and consulting credits for broadcast, pay cable, syndication, corporate, and home video projects.

    A longtime member of the Television Academy, Fisher has served on the Daytime Peer Group Executive Committee and the Daytime Awards Committee. He has been involved with community and educational endeavors and has volunteered with his homeowners’ association, Syracuse University’s alumni advisory network, and Boston University’s Los Angeles program. An avid cyclist, he has been a member of several advocacy groups and a volunteer trail maintainer.

    Additionally, he continues to volunteer with the Los Angeles Sheriff’s Department Search and Rescue team based in Santa Clarita and as a civilian volunteer for the Los Angeles Police Department through his membership in the California Emergency Mobile Patrol (CEMP). Fisher also belongs to the Mountain Bike Unit in the Santa Monica Mountains National Recreation Area and is a volunteer for the National Park Service and California State Parks.

    A native of Baltimore, Fisher holds a master’s degree from Syracuse University’s Newhouse School and an undergraduate degree from Towson University.

    __________________________

    Other Retirement Podcast Conversations You’ll Love

    The Third Act – Josh Sapan

    Mattering…in Retirement – Jennifer Breheny Wallace

    What If You Pivot Instead of Retiring? – Scott Siff

    ___________________________

    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 2 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 Trade Offs

    “I am earning a fraction of what I earned before. I am way down in the food chain, and I love it.”

    On Age Bias

    “If somebody’s telling you you’re too old, find new friends. They’re just jealous.”

    On Future You

    “You have to figure out what kind of story you want to tell about this next phase of your life.”


    How to Try Again – Steve Kamb Aug 03, 2026
    Show notes

    Retirement can create an unexpected form of pressure. With more freedom and fewer work constraints, shouldn’t this be the moment when we finally perfect our health, routines, relationships, and long-delayed ambitions? Steve Kamb argues that this all-or-nothing mindset often produces an all-then-nothing result.

    Steve is the founder of Nerd Fitness and author of How to Try Again. In this conversation, he explains why setbacks are not proof that we are failures; they are information about what to try differently. He shares lessons from the Museum of Failure, reframes treading water as a legitimate success during certain seasons, and makes the case that no one truly returns to square one. Every previous attempt leaves us knowledge and data we can use going forward. If we pay attention.

    Steve also introduces his PACT framework – Pause, Accept, Change, Try – and explains why permission to start can be more powerful than waiting for confidence. Whether you want to rebuild fitness, develop a new interest, strengthen relationships, or design a more purposeful retirement, this episode offers a compassionate and practical way to begin again.

    Steve Kamb joins us from Massachusetts.

    _________________

    Time for an Upgrade?

    The honeymoon period doesn’t last forever in retirement.

    It dawns on you that there are more Wednesdays ahead than items on your Bucket List.

    I’ve created a brief online tool to highlight the key areas that need your attention the most.

    It’s based on what I’ve learned about my clients who thrive in retirement – and what they make sure to get right.

    The free Retirement Drift assessment takes five minutes. It’s not a report card. No right answers.

    Just where you stand today and a starting point for the retirement you really want to live.

    Take the Free Retirement Drift Assessment →

    “Something was missing and I couldn’t quite put my finger on it. Now I know.”

    That’s from a podcast listener who took it last week.

    If you want to get started on working on the new Future You, that’s exactly what the Designing Your New Life in Retirement program is built for.

    Six group sessions with 6 to 10 people doing the same, and a structured way to move from putting it off to designing.

    The September cohort is enrolling now with two scheduling options.

    Learn more here | Sign up here

    __________________

    Bio

    Steve Kamb is the author of How to Try Again (St. Martin’s Press) and Level Up Your Life (Rodale). He’s also the founder of Nerd Fitness, a worldwide community of nerds leveling up their lives. Since 2009, he’s helped busy people get stronger, live healthier, and build heroic habits. He’s published a thousand articles backed by scientific research and full of nerdy references that have been read by tens of millions.

    Kamb writes a weekly “Level Up with Steve Kamb” newsletter read by more than 100,000 super humans. He’s given talks at some of the world’s biggest companies and guest lectured at Vanderbilt University. He currently resides in Nashville, TN, where he plays golf decently and music poorly.

    __________________

    For More on Steve Kamb

    How to Try Again: An Approachable Guide to Navigating Chaos and Making Change THAT STICKS

    Website

    __________________

    Retirement Podcast Conversations You’ll Also Love

    Self-Compassion – Dr. Kristin Neff

    How to Begin – Michael Bungay Stanier

    The Joy of Movement – Kelly McGonigal

    _______________________

    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 2 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 Self Compassion

    “It’s not how you succeed with discipline, but really how you fail with compassion.”

    On Mindset

    “An all or nothing mindset creates all then nothing results.”

    On Action

    “Action creates motivation, which creates self-efficacy, which creates more action…You don’t need a membership. You don’t need to make a big deal out of it. You can just put on your shoes and go do it.”

    ______________________

    The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters. Consult your doctor before starting any exercise routine.


    The Art of Pacing – Elizabeth Svoboda Jul 27, 2026
    Show notes

    How clear are you about what you’re retiring to?

    Our next group program starts in September and is limited to 10 people.

    The Early Registration discount ends on July 31st.

    Learn more here.

    Reserve your spot today.

    ________________________

    We spend years letting our pace be set for us, by employers and the calendar. Then retirement arrives and, for the first time, the tempo is ours to choose. In this conversation, science journalist Elizabeth Svoboda, author of The Art of Pacing, argues that most of us get can stuck oscillating between two extremes — the perpetual sprint and complete disengagement — and that the real skill is learning to move across a range of paces with intention.

    Elizabeth shares interesting and useful ideas, including “rigid flexibility” (from an Olympic runner), smart circadian-rhythm energy management, the freedom that “selective mediocrity” can create, and how identity can get intertwined with the pace we keep. It’s a conversation about doing less of what drains you, so you have more for what matters most.

    Elizabeth Svoboda joins us from California.

    _________________________

    Bio

    Elizabeth Svoboda is the author of The Art of Pacing: A Guide to Balancing Short-Term Demands with Long-Term Thriving. She is an award-winning science writer and contributor to Scientific American, Discover, The Boston Globe, The New York Times, and other publications. Elizabeth is a winner of the Evert Clark/Seth Payne Award for Young Science Writers, and her work has been anthologized in the Best American Science and Nature Writing series. She lives in San Jose, California, with her husband and young sons.

    ________________________

    For More on Elizabeth Svoboda

    The Art of Pacing: A Guide to Balancing Short-Term Demands with Long-Term Thriving

    Website

    _______________________

    How Ready are You for Your New Life in Retirement?

    Take this free 5-minute assessment to identify which areas may need your attention:

    Not retired yet, but I want to design a meaningful life

    I’m in retirement, but maybe I could use an upgrade

    _______________________

    Retirement Podcast Conversations You’ll Also Love

    How to Flourish…in Retirement – Daniel Coyle

    Happier Hour – Cassie Holmes, PhD

    Will You Flourish or Languish? – Corey Keyes

    Taming The Molecule of More – Michael Long

    _______________________

    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 2 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 Reassessing Your Pace

    “So much of our identities tend to be wrapped up in the pace we keep. As you’re contemplating retirement or just embarking on it, it’s a good time for a big-picture pace reassessment.”

    On Flourishing

    “Set a pace that is right for you and that leads you toward personally flourishing.”

    On Selective Mediocrity

    “You have to avoid over-extracting your own resources. By conserving energy on less essential things, you have more energy to devote to the things that matter most.”


    The Best of 2026 – Part One – The Retirement Wisdom Podcast Jul 20, 2026
    Show notes

    It takes decades to save & invest enough to be able to retire.

    But most people find that when the time comes, they’re unsure about what’s next.

    That part doesn’t take decades, unless you keep putting it off.

    Join our next small group program in September and Design Your New Life in Retirement.

    Two 1 on 1 sessions. 6 interactive group sessions. A new direction.

    Learn more and sign up today.

    Early registration ends July 31st. Limited to 10 participants.

    __________________________

    What does it really take to design a meaningful life after full-time work?

    In this special “Best of” episode of The Retirement Wisdom Podcast, you’ll hear brief but useful insights from guests who challenge the old story of retirement as a finish line, a reward, or a long vacation.

    You’ll hear different perspectives on the the shift from “role to soul”, the emotional side of transition, how to build a life portfolio, why mattering may be as important as money, how connection shapes happiness, why your brain can keep growing, and how creativity can become a surprisingly powerful health habit that can enhance longevity.

    This episode offers a powerful reminder: retirement isn’t about stepping back. It’s an opportunity to step more fully into life with the courage to keep growing and contributing in new ways.

    ___________________________

    Want to go deeper on any of these conversations?

    How to Live a Meaningful Life – Dave Evans

    Navigating the In-Between – Monique Rhodes

    What Do You Want Out of Life…in Retirement ? – Valerie Tiberius

    Design a Phased Retirement – Anna Rappaport

    Mattering…in Retirement – Jennifer Breheny Wallace

    Love & Happiness…in Retirement – Sonja Lyubomirsky

    Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD

    How to Stay Sharp in Retirement – Dr. Majid Fotuhi

    Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt

    _________________________

    How Ready are You for Your New Life in Retirement?

    Take this free 5-minute assessment to identify which areas may need your attention:

    Not retired yet, but I want to design a meaningful life

    In retirement, but maybe I could use an upgrade

    _________________________

    Other Retirement Podcast Conversations You’ll Also Love

    Best of 2025 – Part Two

    What If I? Best of 2025 – Part 1

    The Very Best of 2024

    ___________________________

    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 2 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.


    Inside The Healthcare Heist – Jordan Grumet, MD Jul 13, 2026
    Show notes

    You’ve been asked: “So, what are you going to do all day?”

    You have an answer. But privately, you admit it’ll cover 2 to 3 hours a day.

    You deserve a better, richer retirement.

    Join our next Design Your New Life in Retirement small group program in September.

    Learn more and sign up today.

    ________________________

    Dr. Jordan Grumet has crafted three books mapping the terrain between money, mortality, and meaning. His new book, The Healthcare Heist, opens with a story he rarely tells.

    That experience became the seed of a much bigger argument: that insurers, pharmaceutical companies, private equity and venture capital firms, and electronic medical records companies all have their “hands in the cookie jar,” extracting value from a system that’s supposed to serve two primary stakeholders: the patient who needs care and the doctor who gives it.

    Jordan calls out the “intimacy gap” where today patients disclose everything to their doctors, while doctors are trained to disclose nothing back. He makes a provocative case that it can be closed through storytelling. He also shares practical and valuable advice you can use: concrete steps for your next doctor’s visit and the healthcare-literacy gaps that trip up many people heading into retirement.

    _________________________

    Bio

    Jordan Grumet, MD is a hospice physician who has spent his career at the intersection of medicine, money, and meaning. He’s the author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life and The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. His latest book, The Healthcare Heist, argues that patients and doctors are the only two parties with both the incentive and the ability to fix a broken healthcare system — and makes the case for shared storytelling as the tool to do it. Jordan earned his undergraduate degree from the University of Michigan and his medical degree from Northwestern University.

    __________________________

    For More on Jordan Grumet, MD

    The Healthcare Heist:How Physicians and Patients Can Unite to Transform Healthcare

    The Purpose Code – Dr. Jordan Grumet

    Taking Stock – Dr. Jordan Grumet

    __________________________

    Other Podcast Episodes You’ll Also Love

    Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD

    What Matters Most – Diane Button

    ___________________________

    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 2 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 Our Healthcare System

    “It made me realize how many other groups are leveraging our healthcare system to extract money out of it…We have a failing medical system… so corporatized… you have all these hands in the cookie jar, grabbing all the money out. And none of it’s really improving medicine…Most people… don’t realize that they’re being pickpocketed at every single step.”

    On Medical Malpractice

    “Less than one in 10 cases that are filed actually show medical malpractice.”

    On the Power, and Promise, of Storytelling

    “Stories changed the world.”


    Say It Now – Walter Green Jul 06, 2026
    Show notes

    Don’t miss out on a great life in retirement because you fail to prepare for it.

    Join our next Design Your New Life in Retirement small group program in September.

    Learn more and sign up today.

    __________________

    Walter Green has spent nearly three decades doing what most of us postpone: telling the people who shaped him exactly why they mattered, while they can still hear it. The founder of the Say It Now movement joins us to share his journey, his new book The Gratitude Express, a deceptively simple question that replaces “What should I do?” in retirement, and why he decided to reimagine rather than retire.

    ___________________

    Bio

    Walter Green’s father died when he was a teenager and it left an indelible impression on him that life is short, precious, and unpredictable. Walter decided it was never too early and not too late to express his profound appreciation for those who had impacted his life. That is when he began his journey of seeking out those people who made a significant impact. It was the moment to share his gratitude with them.

    Walter Green was Chairman of the Board and CEO of Harrison Conference Services for 25 years, during which time it grew into the leading conference center management company in the U.S. He has lectured at the Wharton Graduate School of Business and Hofstra and Long Island universities, as well as being featured as an expert on the topic of effective meetings in numerous national publications. Associated for years with the Young Presidents’ Organization and the World Presidents’ Organization, he’s a member of the Chief Executives Organization and the L3 Organization (Leadership, Legacy, Life). Since selling his company, he has mentored young adults and is actively involved in several non-profit organizations. He lives with his wife, Lola, in San Diego, California.

    ______________________

    For More on Walter Green

    The Say It Now Movement

    The Gratitude Express

    ______________________

    Retirement Podcast Conversations You’ll Also Love

    Changing the World One Small Act at a Time – Brad Aronson

    The Best Day of My Life So Far – Benita Cooper

    ______________________

    Wise Quotes

    On Retirement Planning

    “I never asked, ‘What should I do?’ I asked: if I were ideally successful at this stage of my life, how would I know it? …Look toward the things you were doing while you were doing the other stuff. Look for the patterns… I don’t even like the word ‘retirement.’ Reimagining is where I am.”

    On Why You’ll Want to Say It Now

    “Put a flashlight on a relationship, illuminate it, and really look at why it was so important…You’ll think it’s for the other person — but in reality it’s just as much for yourself…We’re the only ones who can give this gift. You can’t delegate it to somebody else.”

    _______________________

    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 2 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.


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