The Retirement Wisdom Podcast

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.

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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.

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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.

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For More on Elizabeth Svoboda

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

Website

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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

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

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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

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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.

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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.”

 

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

_________________________

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.

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.

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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.

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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.

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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

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Other Podcast Episodes You’ll Also Love

Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD

What Matters Most – Diane Button

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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.

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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.”

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.

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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.

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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.

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For More on Walter Green

The Say It Now Movement

The Gratitude Express

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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

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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.” 

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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.

There’a a whole half a year to go!

Start the second half strong with new habits.

Free 1 hour workshop July 1 | 12 noon ET

Sign up here

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You’re preparing for retirement. For many of us, there’s another transition nestled within that one. It comes with joy and little instruction – becoming a grandparent. Celia Dodd, a journalist of 30+ years and grandmother of six, has written the book many grandparents wish they had: one that celebrates the delight and makes room for the honest, complicated feelings nobody admits out loud: Grand Expectations: The Joys and Dilemmas of Being a Grandparent.

This conversation is about permission. Permission to feel torn between the grandchildren you adore and the next chapter you’ve spent years planning. Permission to be your own version of a grandparent rather than the one in your head. Permission to support without interfering, to say no without guilt, and to design these special years deliberately instead of drifting into them.

Celia Dodd joins us from London.

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Bio

Celia Dodd is a journalist and author who wrote regularly for The Times of London, the Independent and other national newspapers and magazines, focussing on relationships, family life, health and education. She also wrote profiles of interesting people, including Gordon Ramsay, Lou Reed and actress Juliet Stevenson. 

After thirty years as a journalist she turned to writing books about parenting and major transitions in life, such as the empty nest and retirement. They are subjects close to her heart as well as her own stage in life. 

Her new book is Grand Expectations: The Joys and Dilemmas of Being a Grandparent.  She’s also written All Grown Up: Nurturing relationships with adult children,  Not Fade Away: How to thrive in retirement, The Empty Nest: Your changing family, your new direction  and Conversations with Mothers and Daughters.

Celia has two adult sons and a daughter, and six grandchildren.

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For More on Celia Dodd

Grand Expectations: The Joys and Dilemmas of Being a Grandparent

Celia Dodd’s first visit with us: All Grown Up (on relationships with adult children, and thriving in retirement)

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Retirement Podcast Conversations You’ll Also Love

The Grandparenting Blueprint – Linda & Richard Eyre (Part One)

The Mindful Grandparent – Dr. Shirley Showalter’

Grandparents’ Day – Kerry Byrne & Ted Page

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Wise Quotes

On Grandparenting & Purpose

“Grandparenting has been life-enhancing in so many different ways. It’s brought me a new purpose.”

On Being a Grandparent & Being Yourself

“It’s about being your own version of a grandparent.”

On Relationships with Adult Children

“There’s a fine line is between being supportive and interfering…Don’t give advice unless they ask for it.”

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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.