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Let's delve into one of your most important and longest running relationships - your relationship with food. Like all relationships, it's emotional. Dr. Jud Brewer joins us to discuss his new book The Hunger Habit:Why We Eat When We're Not Hungry and How to Stop. He shares how to practice mindfulness, replace judgment with curiosity, change your habits and cultivate a healthier relationship with food. Dr. Jud Brewer joins us from Rhode Island. _________________________ Bio Jud Brewer, MD, Ph.D. (“Dr. Jud”) is a New York Times best-selling author and thought leader in the field of habit change and the “science of self-mastery,” who blends over 20 years of experience with mindfulness training and a career in scientific research. He is passionate about understanding how our brains work, and how to use that knowledge to help people make deep, permanent change in their lives — with the goal of reducing suffering in the world at large. Dr. Jud is the director of research and innovation at Brown University’s Mindfulness Center, where he also serves as an associate professor in Behavioral and Social Sciences at the School of Public Health and Psychiatry at the School of Medicine at Brown University. Additionally, he is the executive medical director of behavioral health at Sharecare, the digital health company helping people manage all their health in one place, and a research affiliate at Massachusetts Institute of Technology. Previously, Dr. Jud held research and teaching positions at Yale University and the University of Massachusetts’ Center for Mindfulness. Read more about his research. As a psychiatrist and internationally known expert in mindfulness training for treating addictions, Dr. Jud has developed and tested novel mindfulness programs for habit change, including both in-person and app-based treatments for anxiety, emotional eating, and smoking (Unwinding Anxiety, Eat Right Now and Craving to Quit). Based on the success of these programs in the lab, he co-founded MindSciences, Inc. to create app-based digital therapeutic versions of these programs for a wider audience, working with individuals, corporations, and health systems to put effective, evidence-based behavior change guidance in the hands of people struggling with unwanted behaviors and “everyday addictions.” Sharecare, Inc. acquired MindSciences in 2020. Dr. Jud has also studied the underlying neural mechanisms of mindfulness using standard and real-time fMRI and EEG neurofeedback, adding to the understanding of the brain’s “Default Mode Network” and the role of the posterior cingulate cortex (PCC) in self-referential thinking.  He regularly gives talks on the intersection of modern science and ancient meditative practices, helping to expose a modern audience to specific techniques and insights first discovered 2,500 years ago. He has published numerous peer-reviewed articles and book chapters, trained US Olympic athletes and coaches, foreign government ministers and corporate leaders. His work has been featured on 60 Minutes, TED, The New York Times, The Wall Street Journal, The Today Show, TIME, The Washington Post, Forbes, CNN, BBC, NPR, and more. His work has been funded by the National Institutes of Health and American Heart Association, among others. In addition to The Hunger Habit: Why We Eat When We're Not Hungry and How to Stop, he is the author of The Craving Mind: From Cigarettes to Smartphones to Love, Why We Get Hooked and How We Can Break Bad Habits (New Haven: Yale University Press, 2017) and the New York Times best-seller, Unwinding Anxiety: New Science Shows How to Break the Cycles of Worry and Fear to Heal Your Mind (Avery/Penguin Random House, 2021). Dr. Jud and his wife Mahri live in Massachusetts where they enjoy biking, hiking, and meditating with their cats, Samson,

You’ll need more than a vision for a great retirement. Early Registration for our 2nd Design Your New Life in Retirement small group program of 2024 is now open. Starts on April 26th. Join us  _________________________ Today Building Blocks: Wellness and Work Is there something you love to do that could help others?  Harry King, 81, found a way to return to work part-time doing something he loves - helping others get fit. ________________________ Retiring? See our Best Books on Retirement here _________________________ For More on Harry King This 81-year-old fitness trainer rejoined the workforce after retirement: ‘We can do more than most people think we can do’ See Harry King & Team in Action on Good Morning America _________________________ Podcast Episodes You May Like The Joy of Movement – Kelly McGonigal How to Get Stronger After 50 – Dave Durell The Unretirement Life – Richard Eisenberg ___________________________ Wise Quotes On Purpose "You've got to have a sense of purpose to get up every day. That's important. If you can't define that, you're going to waste some valuable years. Our later years we can do so much and achieve so much and enjoy life so much. Look for things that you enjoy doing. Look for the things that affect you emotionally and define that purpose. Look for it and find it. What do you want to achieve?  What can you do to make the world a better place? And do it. If you can get paid for it, that's great. If you do it as a volunteer, that's great too." On Challenge "We need to challenge ourselves on a regular basis. Let's not be complacent with our lives. There's so much out there, so much a life we have to live. And the more we challenge ourselves, those mountains we climb, not Everest, but the other mountains we have in front of us that we can climb, that make us stronger. Tthat makes us enjoy the victories and helps us enjoy the victories. We've got to pursue those things. That's my philosophy." On Working in Later Life "Just because we're aging doesn't mean we can't do different jobs. Today, we age a whole lot stronger. I started to say slower, but our mental capacity is stronger. I think for the most part, we're smarter. I think we're stronger physically, or we can be, and we should be. We're living longer, obviously, so let's give us a chance to be productive as we age. Help that employer...be willing to take a chance on that older guy." ____________________________ 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 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference.

You'll need more than a vision for a great retirement. Early Registration for our 2nd Design Your New Life in Retirement small group program of 2024 is now open. Starts on April 26th. Join us  ______________________ Who can benefit from your life story? What do you want your children and grandchildren to remember about you? The concept of legacy is being redefined and goes beyond financial assets to value hard earned life lessons and wisdom. Dr. Jandi Kelly, of A Talk to Remember, shares her insights on life purpose and ways to share your life story and wisdom across generations. Dr. Jandi Kelly joins us from Bend, Oregon. ________________________ Bio Dr. Jandi Kelly is the founder of A Talk to Remember, a boutique production company that helps families and organizations capture their legacies in documentary films and oral history projects. For the past fifteen years, Jandi has worked as a university researcher, instructor, and administrator at the University of Chicago, Northwestern University, and the University of Michigan. She received her Ph.D. in higher education from the University of Michigan and her academic scholarship focuses on the topics of teaching and learning, life purpose, and identity development. Her research has been featured in The Journal of Higher Education and other publications. Jandi and her family live in Bend, Oregon, where she serves on the board of trustees for an independent K-12 experiential learning school. ________________________ For More on Dr. Jandi Kelly A Talk to Remember  ________________________ Podcast Episodes You May Like A Round of Golf with My Father – William Damon The Vintage Years – Dr. Francine Toder The New Age of Aging – Maddy Dychtwald Inward Traveler – Francine Toder PhD _________________________ Wise Quotes On Life Purpose "...it's helpful to actually define what we mean by life purpose...One of the definitions that I really appreciate is how our talents that we enjoy using intersect with the need in the world or our community that we find to be personally meaningful. And what I really like about that definition is that unlike some specific personal goals that we may have, it extends beyond aims of personal meaning to a desire that we want to make a difference in the world. And so therefore, it's self transcendent in nature. What the research demonstrates is that having a sense of purpose is associated with a host of benefits across the lifespan as well as later in life. When we think about how life purpose can be beneficial throughout our lives, one of the most overarching benefits is that it really helps us live with greater intentionality in how we spend our days and to remain true to ourselves while benefiting the greater good. And so, in a way, we can think about purpose as a guide that takes us in the right direction. And I know that you had one of your earlier conversations was with Bill Damon out of Stanford, the renowned developmental psychologist, and he likens purpose to an ultimate concern or a final answer to the question of why. So why am I doing this? Why am I striving to accomplish this end? And in that way, purpose is the reason behind our immediate goals, and it's a motive that drives most of our daily behaviors." On Storytelling  "...when we think about the contributions that we want to make through our stories, we not only have an ability to really impact youth when it comes to the wisdom that we're passing on, but we also see as we tell our stories that our lives have purpose....And with that, when we think about the stories that we have and when we are afforded time, especially later in life,

Early Registration for our 2nd Design Your New Life in Retirement small group program of 2024 is now open ________________________ Aging in place? Downsizing? Decluttering? Moving? These topics can give pause to those of us of a certain age. Syndicated columnist and author Marni Jameson reframes those terms with an alternative choice: rightsizing. So forget downsizing. Instead focus on what is the right size home for your lifestyle going forward. And Marni Jameson expands the menu of options to include upsizing, same-sizing and bright-sizing as you consider where to live next. Marni Jameson joins us from Florida. _________________________ Bio Marni Jameson is the author of Rightsize Today to Create Your Best Life Tomorrow: A Motivational Guide for Those Seeking Their Ideal Home Later in Life. Marni is a nationally syndicated home-design columnist, award-winning journalist, speaker, and frequent TV guest. Her humorous and helpful column, “At Home with Marni Jameson,” appears weekly in two dozen papers nationwide, reaching several million readers and more through social media and her blog. Her fans include readers who have been following the author’s home adventures for two decades. She has been featured on such primetime shows as NBC Nightly News and Martha Stewart Living. As one reviewer wrote, “Think Erma Bombeck meets Rachael Ray in one humble yet helpful package.” She is the author of seven books, including Downsizing the Family Home: What to Save, What to Let Go, a #1 Amazon bestseller that won numerous awards. _________________________ For More on Marni Jameson Rightsize Today to Create Your Best Life Tomorrow: A Motivational Guide for Those Seeking Their Ideal Home Later in Life by Marni Jameson At Home with Marni Jameson _________________________ Podcast Episodes You May Like Keep the Memories, Lose the Stuff – Matt Paxton Where to Retire – Silvia Ascarelli Where Will You Live Next? – Ryan Frederick Thriving in Place – Lisa Cini _________________________ Retiring soon? Visit our recommended Best Books on Retirement ____________________ Wise Quotes On Rightsizing "It's really about what do you need in your life going forward. I like to define right-sizing as moving to or creating a home that is the perfect physical, emotional, social and financial fit. So I think about four puzzle pieces, the physical...the emotional... the social and  it's got to be financially comfortable for you, obviously, or that's not going to work. So all that has to click. What happens is that people get to the sort of freedom threshold, their late fifties, early sixties where they are no longer commuting to a job. They may have bought the house they live in because it was near their work or near their kids' schools or the schools they wanted their kids to attend. And fast forward 20, 30 years we're about where you are and the kids are out of the house. The schools don't really matter to you anymore or at all, and you are working remotely or you're retired or you're planning to retire or you can work from anywhere. And so why are you living in this house that has five bedrooms and you still have your kids' Cub Scout uniforms in the attic? I mean, this is nuts. So really start envisioning what would you do. What would it look like? What would your house be like? Do you want more bedrooms so you can have the grandkids stay with you? Do you want fewer because nobody's coming anymore? You want to lock and go travel?" On Challenges in Rightsizing "The biggest obstacles I hear people have are it's just too much trouble. I have too much furniture, or there are too many memories here.

Today's Building Blocks: Lifelong Learning & Fun  - Are you ready to age adventurously?  If you're making plans to travel this year, why not combine it with a learning adventure? Road Scholar is a not-for-profit organization providing educational travel programs primarily geared toward older adults with an impressive range of options to explore the world. Kelsey Knoedler Perri and Kerry Bennett join us to discuss how Road Scholar can help you combine travel, learning and fun in 2024. _________________________ Retiring? See our Best Books on Retirement _________________________ Bios Kelsey Knoedler Perri is the Public Relations Director at Road Scholar, the nonprofit world leader in educational travel for older adults. She has worked in travel and tourism throughout her career and has been with Road Scholar since 2016. There she has developed her skills in and knowledge of communicating with and marketing to adults over 50 who #AgeAdventurously. She has special expertise in digital communications, social media, and public relations. She holds an MFA in creative writing and lives in Providence, Rhode Island. Kerry Bennett is a retired marketing professional from Northern Arizona University who lives in Flagstaff, AZ. Since retiring, she has become an avid traveler, volunteer, and lifelong learner. She has been on seven learning adventures around the world with Road Scholar, including her most recent: a service program on Chincoteague Island, Virginia. She also volunteers for Road Scholar as an Ambassador, helping spread the word about the organization’s mission through in-person presentations and events. __________________________ For More on Road Scholar Website ___________________________ Mentioned in this Podcast Episode Live Life in Crescendo – Cynthia Covey Haller ___________________________ Podcast Episodes You May Like Learning is a Lifetime Sport – Tom Vanderbilt The Power of Fun – Catherine Price Lifelong Learning - Michelle Weise The Fun Habit – Mike Rucker, PhD _________________________ Wise Quotes On Learning Adventures "Our mission always has been and always will be education. So everything we do is about learning. But now our programs are more a mix of classroom learning and experiential learning. So not just lectures in a lecture hall, you're staying in a hotel room, you're not staying in a dorm anymore, which is nice. And so we've evolved into being more of an educational travel organization...When you travel with Road Scholar, you're really getting what you pay for and you're going to be there to learn. You're not there to sit on a beach and read a book or to go shopping. You're there to learn. And that's really what it comes down to. But we also offer financial aid. We offer caregiver grants for full-time, family caregivers. We have a scholarship for retired educators. So that's also part of our whole nonprofit thing." On Solo Travelers "30% of our travelers each year go solo. We have seen that trending upwards. We've seen more solo travelers in general over the past 10 years and 80% of those solo travelers are women.  [We] see a mix of couples, solo travelers, friends who are traveling with other friends, siblings traveling together, parents with their adult children, also people who came as solo travelers on a pass trip and then they met somebody on a trip and then they went a trip together again.And I started to hear more anecdotally that there were a lot of married women who were traveling with us without their husbands. And I just thought that was really interesting. So I want[ed] to get down to some actual data on that.

Today's Building Block: Work (yes, work...) What makes transitions so hard to navigate?  Herminia Ibarra, a thought leader on leadership and career development and author of Working Identity, shares her insights on creating new options as you prepare for your transition to retirement. Herminia Ibarra joins us from London. ________________________ Comments? Leave a voice message here _________________________ Bio Herminia Ibarra is the Charles Handy Professor of Organisational Behaviour at London Business School. Prior to joining LBS, she served on the INSEAD and Harvard Business School faculties. An authority on leadership and career development, Thinkers 50 ranks Herminia among the top management thinkers in the world. She is a member of the World Economic Forum’s Expert Network, a judge for the Financial Times Business Book of the Year Award, a Fellow of the British Academy, and the 2018 recipient of the Academy of Management’s Scholar-Practitioner Award for her research’s contribution to management practice. Herminia is a member of the London Business School governing body. She chaired the Harvard Business School Visiting Committee, which reports to the university’s board of overseers, from 2012 to 2016, having been a member since 2009, and served on the INSEAD board of directors. A native of Cuba, Herminia received her MA and PhD from Yale University, where she was a National Science Fellow. --- A second and updated edition of her groundbreaking book Working Identity was recently published by Harvard Business Review Press. Whether as a daydream or a spoken desire, nearly all of us have entertained the notion of reinventing ourselves. Feeling unfulfilled, burned out, or just plain unhappy with what we’re doing, we long to make that leap into the unknown. In this powerful book, Herminia presents a new model for career reinvention that flies in the face of everything we’ve learned from ‘career experts’. While common wisdom holds that we must first know what we want to do before we can act, Ibarra argues that this advice is backward. Knowing, she says, is the result of doing and experimenting. Based on her in-depth research on professionals and managers in transition, Ibarra outlines an active process of career reinvention that leverages three ways of ‘working identity’: experimenting with new professional activities, interacting in new networks of people, and making sense of what is happening to us in light of emerging possibilities. Through engrossing stories, Ibarra reveals a set of guidelines that all successful reinventions share. She explores specific ways that hopeful career changers of any background can. A call to the dreamer in each of us, Working Identity explores the process for crafting a more fulfilling future. ________________________ For More on Herminia Ibarra Website Working Identity by Herminia Ibarra Articles ________________________ Check out our Best Books on Retirement ________________________ Mentioned in This Podcast Episode The HBR Guide to Designing Your Retirement ________________________ Podcast Episodes You May Like The Portfolio Life - Christina Wallace  Are You Ready for The New Long Life? – Andrew Scott Retire Happy - Dr. Catherine Sanderson Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland _________________________ Wise Quotes  On Transitions "Transitions necessarily imply a loss of a sense of identity, a loss of something that has been meaningful and valuable. You're moving away from someone you've been,

Feedback or suggestions for this retirement podcast?  Leave a voice message here Today's Building Block: Wellness What does an emotionally intelligent retirement look like? In this 4th edition of the Retirement Roundtable, two of our favorite previous guests, Kate Schroeder & Nick Wignall, return to discuss the questions to ask yourself now to be well prepared for the emotional aspects of the transition to retirement. ________________________ Bios Kate Schroeder is a psychotherapist in private practice. She is a Licensed Professional Counselor, Nationally Certified Counselor, and owner of Transformation Counseling, LLC. With over 25 years in the mental health field, her clinical background includes experience as a school counselor, mental health therapist in an urban university’s counseling center, individual, couples, group, and family therapist, and clinical researcher. Within these settings, Kate has provided individual, group and family counseling for clients experiencing difficulties in areas including depression and anxiety, adjustment and transitional concerns, C-PTSD, acculturation and multicultural issues, family and childhood conflicts, interpersonal relationships, grief and trauma, eating disorders, LGBTQ issues, self-efficacy, career exploration and various other interpersonal conflicts. Kate also holds certification as a massage therapist, physical trainer and physical education teacher. In addition to her private practice, she also teaches graduate courses to counselors in training. Kate joins us again from St Louis. Nick Wignall is a licensed clinical psychologist who is Board-certified in behavioral and cognitive psychology. He’s the founder of the popular newsletter, The Friendly Mind, with practical, evidence-based advice for emotional health and wellbeing. The newsletter is read by 50,000+ people each week and his writing has been featured in media outlets like NBC, Business Insider, Inc Magazine, Aeon and Medium. Nick is the author of Find Your Therapy: A Practical Guide to Finding Quality Therapy, .a guide to learning about the most important factors in choosing a therapist and how to go about finding a good one, either for yourself or someone you love. He did his doctoral training in clinical psychology at the University of Texas Southwestern Medical Center in Dallas, including research in human genetics and psychopharmacology. Prior to that, Nick earned his Masters in Social Sciences from the University of Chicago and a bachelor’s in English Literature from the University of Dallas. Nick joins us again form Albuquerque, New Mexico. _________________________ For More on Kate Schroder & Nick Wignall Kate Schroeder Nick Wignall First Visits to the Podcast: The Emotional Side of Retiring – Kate Schroeder Coping Strategies & Moving Forward – Nick Wignall & Verla Fortier __________________________ Retiring? Check our recommendations on the Best Books About Retirement __________________________ Mentioned in This Podcast Episode Source: Our World in Data   Who do we spend time with across our lifetime? ____________________________ Podcast Episodes You May Like The Self-Healing Mind – Gregory Scott Brown, M.D. The Portfolio Life – Christina Wallace Chatter & Your Inner Voice – Ethan Kross Edit Your Life – Elisabeth Sharp McKetta ____________________________ Other Retirement Roundtable podcast episodes Michelle Pannor Silver Ted Kaufman, and Bruce Hiland  Fritz Gilbert, Dr. Barbara O’Neill, and Mark Shaiken Melissa Davey,

  Retirement offers a great opportunity to reset. It opens up new possibilities with resources to do what you've always wanted to do. But how do you approach it?  Christina Wallace, author of The Portfolio Life, knows how business frameworks can be used to design the life you want. For example, you likely have a diversified financial portfolio. It’s time to build a diversified life. Christina Wallace joins us from Cambridge, Massachusetts. _________________________ Bio A self-described “human Venn diagram” Christina Wallace has crafted a career at the intersection of business, technology, and the arts. She is a Senior Lecturer in the Entrepreneurial Management Unit at Harvard Business School where she is co-course head for The Entrepreneurial Manager, teaches Launching Tech Ventures, and leads the MBA Startup Bootcamp immersion program. Her latest book, The Portfolio Life, was published by Hachette in 2023. Previously, Christina was vice president of growth at Bionic, an innovation consulting firm that builds startups inside large enterprises. Prior to joining Bionic, Christina founded BridgeUp: STEM, an edtech startup inside the American Museum of Natural History, was the founding director of Startup Institute New York, and the co-founder and CEO of venture-backed fashion company Quincy Apparel. She was also, very briefly, a management consultant with the Boston Consulting Group and began her career at the Metropolitan Opera. Christina holds undergraduate degrees in mathematics and theater studies from Emory University and an MBA from Harvard Business School. She is an active angel investor in early-stage tech startups as well as commercial theater productions on Broadway. She regularly speaks, writes, and consults on a wide range of topics, ranging from failure and resilience to corporate innovation, from K12 computer science education to her viral TED talk detailing her successful approach to hacking online dating. Mashable called her one of “44 Female Founders to Know” and Refinery29 named her one of the "Most Powerful Women in NYC Tech." She has been featured in the Wall Street Journal, the Financial Times, Forbes, Inc, Fast Company, Quartz, Elle, and Marie Claire among others. Christina is the co-author of New To Big: How Companies Can Create Like Entrepreneurs, Invest Like VCs, and Install a Permanent Operating System for Growth (April 2019, Penguin Random House). She also hosted The Limit Does Not Exist, an iHeartRadio podcast about portfolio careers that published 125 episodes over three seasons, garnering over 2 million downloads.  ______________________ For More on Christina Wallace The Portfolio Life Website _______________________ Check out our brief summaries of the Best Books on Retirement ______________________ Podcast Episodes You May Like The Power of Reinvention – Joanne Lipman The Future You – Brian David Johnson A Tapas Life – Andy Robin _____________________ Wise Quotes Christina Wallace on a Portfolio Life in Retirement "I think retirement, certainly as I've seen it with my mother-in-law, my friends' parents, as they're all going through this transition, they're not like leaving the world. They're just leaving that one thing that has been their big focus and has been their identity crucially for a really long time. And so it can be hard in that transition because not only have you lost the routine of what do I do with my day, you've also lost the community of here's who I talk to on a regular basis - and then you've lost this identity. How do I describe myself? Who am I when I get out of bed? And as terrifying as it is to go through that transition and lo...

  Retiring? Check our recommendations on the Best Books About Retirement ________________________ Feedback or suggestions?  Leave a voicemail here ________________________                                                                           Today's Building Block: Wellness Minding your investments for your retirement?  There's one especially smart investment you can make that will pay dividends in your retirement. Elizabeth Sherman explains how investing in your health and wellness now can enhance the quality of your life now and in your retirement years. Elizabeth joins us from Mexico. ________________________ Bio Elizabeth is a Master Certified Life and Health Coach specializing in women's wellness in midlife. Drawing from over 17 years in the field and a personal journey that began with a desire to reduce her own health risks, Elizabeth offers a deeply empathetic and knowledgeable approach. Her certifications from The Life Coach School, American Council on Exercise, Precision Nutrition, Metabolic Effect, and Redesign Your Mind reflect her comprehensive expertise. Elizabeth's passion is helping women navigate the complexities of midlife health, from hormonal changes to mental clarity, with a focus on sustainable, joyful living. ____________________________ For More on Elizabeth Sherman Website ____________________________ Retire Smarter. Don’t Miss An Episode Follow on Apple Podcasts Subscribe: Google Podcasts | Spotify | iHeartRadio  | TuneIn | RSS _____________________________ Mentioned in This Podcast Episode 8 Basic Habits that Healthy People Do _____________________________ Podcast Episodes You May Like The Joy Choice – Dr. Michelle Segar How to Begin – Michael Bungay Stanier Tiny Habits Can Lead to Big Changes – BJ Fogg Best of The Retirement Wisdom Podcast – On Wellness _______________________________ Wise Quotes On Investing in Your Health Now "Since we're talking about health, I think that when we think about investing in our health, we see it actually as an expense. We don't see it as an investment because typically when we're looking at diets or workout programs or things like that, they're really short-term solutions. And what I want to do is I want to reframe that. I want to change the narrative around our health so that we're thinking about how do I invest in my health? Because when we really think about it, when we're thinking about retirement, when we're thinking about financial freedom in our retirement, we don't want to be spending money on medication. We don't want to be spending time going to the doctor. We don't want to be spending money on insurance premiums. ...Taking care of your health doesn't help you live longer. It helps you to live more independently and to live better as you age. And so if you can live and not need medications and live independently in your home right now, versus going into some sort of assisted living facility, that's all going to save you money. And so taking care of your health today is one of the best investments that you can make in your future, especially in retirement." On Starting Small "Especially at the new year that if we need to or if we want to exercise five days a week, and our normal rule is to exercise for an hour a day, you do not need to exercise five days a week, or if your normal rule is to exercise for an hour a day, you do not have to exercise for an hour a day. You can start exercising, go for a walk for 15 minutes, go for a walk for five minutes, and do that for a while. Now,

  Feedback or suggestions on this retirement podcast? We'd love to hear from you. Leave a voicemail here Welcome to a new season of The Retirement Wisdom Podcast! We'll be delving into eight building blocks of a satisfying life in retirement this year with new conversations to help you retire smarter. In my work as a coach, I see many people get stuck trying to find a new purpose in retirement. Some transition with a new driving force in their life post-full time work. But I'm seeing many others finding a different path forward. Rather than searching for a singular new purpose, they're crafting what I call a Multipurpose Retirement focusing on multiple dimensions of life, not just one. And they're discovering something interesting. They've always been multidimensional. As our previous guest Helen Dennis, co-author of Project Renewment, highlighted you've always been much more than your business card. But some things were deferred or deprioritized given the real demands of careers. But this next phase offers a golden opportunity to reset, recharge and redesign how you invest your time now that you'll more freedom and flexibility. But how do you manage the transition? What works is learning more, choosing areas of focus and experimenting. Previous guest Dave Evans, co-author of Designing Your Life, pointed out that you don't need to figure everything out in advance. There are advantages to "iterating your way forward." Dr. Barbara O'Neill, author of Flipping a Switch, introduced us to the idea that retirement is actually a graduation - from the world of full-time work. But just as you graduated earlier in life, your learning did stop at graduation. And it's the same with retirement. We'll be learning more about four "Core Course" topics that can lay a strong foundation for your next phase: Wellness - including physical, mental, emotional and spiritual health. Learning - how lifelong learning offers multiple benefits. Relationships - enhancing your key relationships and social connections. Fun - making time for play and things you truly enjoy (and they may be new pursuits). If you get these four areas going well, you'll be well-positioned for the life you've been working toward.     And we'll also be exploring "Elective Course" topics that can further enhance and invigorate your next chapters: Service - things you do for others and the greater good. Creativity - in daily life and artistic pursuits. Work - (Yes, work. ) Paid work on your own terms (part-time or consulting for some, or an encore career for others ) is a part of many great next chapters today. But it may be important projects (paid or unpaid) that you choose to take on. Personal Growth - you don't stop growing when you retire - unless you retreat... For many people, investing in one, and more, of these areas can bolster the years ahead. Join us as we learn more about this areas in 2020. Please share comments, feedback and suggestions  this via voicemail or email at joec@retirementwisdom.com Thanks for listening. ______________________ Podcast Episodes You May Like Best of 2023 - Part 3 Helen Dennis Dr. Barbara O'Neill Dave Evans ______________________ About The Retirement Wisdom Podcast I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of The Multipurpose Retirement.™A meaningful retirement doesn’t just happen by accident.  It takes more than a vision. Schedule a call today to discuss how The Designing Your Life process created by Bi...

  Retiring in 2024? Don't wait until you're wondering Now What Do I Do? Be intentional. Design your retirement. From previous Designing Your Life coaching clients:    "The process that you led me through resulted in me creating exactly the life I’ve envisioned. I am acutely aware of how I got to this point, and it is        because of the Designing Your Life process. Thank you from the bottom of my heart.”     “I loved hearing Joe’s and my classmates’ perspectives. A very worthwhile program.”    “A good investment – it provides a good framework to think about the future. Pertinent content that I could implement immediately.”    “DYL is a very helpful process and a terrific retirement concept. I wish I would have had this process at other times in my life.“    "A good investment in time and money. Excellent material and engaged participants.”    "It has truly been a transformative experience in my life.” Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th with a group of up to 10 people. Join us. __________________________ If you're retiring in 2024, get ready for the ultimate balancing act. Time management is a skill you honed during your full-time working days, but managing your choices wisely can make the difference in your retirement years.  Professor Glenn Frank returns to the podcast to share insights and tools you can use if you're retiring in 2024,  his thoughts on a financial review checklist for the year ahead, and what to look for in a financial advisor. _______________________ Bio Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth. The Professor's 2023 articles include: The Street "How To Build a Portfolio to Last A Lifetime"  (general portfolio construction guide);  Advisor Perspectives " The Professor's Portfolio" (outlines specific portfolio suggestions). Glenn is currently the Director of Education and a senior member of the investment committee at fee-only Lexington Wealth Management. Glenn’s college teaching experience is extensive. He has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He taught capstone portfolio construction courses for 20 years. Glenn still teaches investment workshops for advisors as well as the general public. You can register for his upcoming workshop "How To Build A Portfolio To Last A Lifetime" at his website below. _________________________ For More on Glenn Frank Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy  Website: Time, Money and Joy.com _________________________ Podcast Episodes You May Like Live Life in Crescendo – Cynthia Covey Haller Happier Hour – Cassie Holmes, PhD Thinking Better to Live Better – Dr. Woo-kyoung Ahn The Power of Fun – Catherine Price __________________________ Wise Quotes On Managing Time vs. Managing Choices "Choice management is a far more personally impactful term than time management, especially for retirees. The term itself reminds us that so many things really are our choice. Choice management is all about strategically and intentionally being happier by making better day-to-day decisions. When I think of time management, I think about being more efficient with the limited minutes and hours we have each day…Choice ma...

  Retiring? Check our recommendations on the Best Books About Retirement. _______________________ How can you prepare well for the transition to retirement? A retired couple chronicle their first year of retirement together in an excellent monthly column in The Wall Street Journal titled Retirement Rookies. They share the stories from Year One, with lessons learned and their observations on challenging issues we can all relate to. Stephen Kreider Yoder is an editor on The Wall Street Journal’s enterprise desk. Karen Kreider Yoder is a retired professor and K-5 teacher. They join us from San Francisco to talk with us about their rookie year in retirement together. ________________________ For More on Steven & Karen Kreider Yoder For Subscribers of The Wall Street Journal, you can read the collection of all of their pieces here: Retirement Rookies --- If your not a WSJ subscriber, check The Retirement Wisdom LinkedIn Company Page (and follow us...) for free gift access to their 10 pieces here: Retirement Wisdom --- On Their Cross Country Tandem Bike Adventure ________________________  Be Intentional  About Your Retirement Don't wait until you're asking What Now? Get ahead of the game. Take the first step today: Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th _______________________ Podcast Episodes You May Like An Artful Life – John P. Weiss Where to Retire – Silvia Ascarelli Independence Day – Steve Lopez The Vintage Years – Dr. Francine Toder ________________________ Wise Quotes On Slowing Down & Savoring Time "Savoring time and budgeting time, we both are definitely ones who budget our time. Much of that is because of the kind of work that we were doing, full-time work, managing full-time office work, as well as family and volunteering. You just have to really budget your time to make sure you can get everything done in the day or in the week. But now we have all this time on our hands, and so we're actually practicing how to savor our time. And so we often remind each other, 'No, no, no, we need to slow down.' So we take Amtrak to travel across this country instead of flying. Or we remind each other. 'Let's arrive early at an event so we can have a chance to chat with people ahead of time. Or let's spend a couple extra days with family instead of flying home quickly. Or let's drive the slow route from Kansas to Iowa, taking the back roads and not going through any major cities and going on no major highways. Let's try going the slow route.' So we're kind of practicing how to slow down and savor life. So those are some things that we're trying to do. It's hard. It's hard work." On Identity in Retirement Steve: "Since kindergarten, we've had some sort of identity tied to this external determining force. But beyond that, I worked at The Wall Street Journal for 38 years and in journalism all that time, and it was such a determining force that stepping away from that left this vacuum. And in my own identity, I think we wrote in the article about how I have this notification that comes up on my phone right before 9:00 AM every Monday that reminds me to join the conference call for my group's meeting at The Wall Street Journal, and I haven't worked there for more than a year, and I somehow can't turn that off. It reminds me there's one little vestigial connection to my old identity as a journalist and the people that I worked with and the work that we did. It's hard for me to separate from that.