The Retirement Wisdom Podcast
Retire Smarter
Episodes
Being financially prepared for retirement doesn’t necessarily mean you’re ready for retirement. Dr. Gregory Charlop argues that a complete retirement plan should address another set of assets: the health and lifestyle side of retirement planning, and your ability to remain engaged with life with vitality.
In this conversation, we explore the connection between longevity and retirement planning, including why work can di...
Retirement planning usually focuses on one big question: Do you have enough to retire? Daniel Goldie knows that’s not the whole story.
A former professional tennis player who transitioned into another successful career as a financial advisor in 1991, Goldie knows something about leaving one identity behind and building another. In his new book, The Retirement Answer: The Six Key Decisions Every Retiree Needs to Make, he draws...
We’re looking for a few lifelong learners to join us in a new free monthly discussion group
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Clients tell me that no matter how much they were looking forward to retirement, there comes a moment when they feel that something’s missing. After a demanding corporate career, Charles Chumley discovered that the hardest thing about retirement wasn’t giving up a title....
For decades, the message is clear: save, invest, and build your retirement nest egg. Then retirement arrives, and suddenly you are expected to reverse course. For many people, watching the balance decline feels wrong, dangerous, or even irresponsible.
Jean Chatzky believes the solution is both financial and behavioral. In this conversation, she discusses her new book
Is optimism something you’re born with, or something you can learn? John Trauth, author of Maintaining Optimism While Aging, believes that the way we process events plays an important role in how we navigate aging, setbacks, and major life transitions.
In this conversation, John shares lessons from Positive Psychology, his own experiences with adversity, and a useful framework for examining negative events using 3 questions f...
Who are you when your role at work changes? Psychologist and author Marisa Franco, PhD rejoins us to discuss her new book Worth: The New Science of Self-Esteem and Attachment. We explore self-worth, identity, relationships, and the challenge of becoming someone new. She explains why our sense of worth often becomes attached to achievement and professional identity, and why major transitions such as retirement can shake that foundat...
What does it really mean to take charge of your health? Lucy McBride MD, believes it involves much more than tracking your numbers. Good health is also about understanding the less measurable parts: what’s happening in your life, your relationships, stress, habits, emotional patterns, and your history.
Dr. Lucy McBride, a primary care physician and author of Beyond the Prescription: A Doctor’s Guide to Taking Charge of ...
Listen in to these highlights from four of our best recent conversations on things likely on your mind in planning for retirement: purpose, identity, curiosity – and experimenting your way into a fulfilling next chapter.
They can spark ideas for what’s next for you. Want to go deeper?
Listen to any of the full conversations:
Catch up to your money. It’s often ready for retirement before you are.
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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 ca...
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 r...
Your money is ready for retirement. Are you?
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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 dis...
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? Tak...
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 ...
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 a...
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.
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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...
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 regi...
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...
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 th...
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...
The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to life in the second half.
Join me for a free 60-minute FREE small group workshop on how to apply Stanford’s BJ Fogg’s 3-step habits process to three things you’d like to start in the second half of 2026.
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