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.
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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.
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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
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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
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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
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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.
