Show Notes
What’s next?
Don’t drift. Design.
Our next small group coaching program starts in April.
Learn more here.
_________________________
Who are you when you’re no longer your title? For many high-performing professionals, that question can feel destabilizing — even frightening.
Michael Kay is a CFP, a financial life planner, the author of the new book How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement. He’s been through it himself—the excitement of the new chapter, and then, six months in, the wall he didn’t see coming.
Today he shares what he’s learned about reopening the aperture, grieving what you’ve left behind, and finding out who you were before you were your job. This is a conversation every high-achieving man—and the people who love them—needs to hear.
_________________________
Bio
Michael F. Kay is a coach, teacher, author and retired CFP(R). Through his books, workshops, speeches, and the Chapter X community, he’s helped thousands of women, men, and families master their financial lives—and navigate the transition from full-time work to what comes next.
He’s written three books: How to Craft Your Chapter X, The Feel Rich Project, and The Business of Life. His insights have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes, and Psychology Today. Today, he publishes weekly essays for the Chapter X newsletter, hosts the Chapter X podcast, and shares his thoughts on LinkedIn. He is the former president of Financial Life Focus, a fee-only multi-advisor financial life planning firm.
___________________________
For More on Michael Kay
How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement
_________________________
Podcast Conversations You May Like
The Inspired Retirement – Nathalie Martin
How to Prepare Mentally for Life After Work – Joseph Maugeri
Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt
____________________________
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 1.6 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 Saying No in Retirement
“If it’s not joyful, I’m not going to do it.”
On Perspective
“As we get older and we start focusing towards career, that aperture narrows. And so whe
More from The Retirement Wisdom Podcast
Could your retirement planning use more imagination?
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.
Retirement planning usually focuses on one big question: Do you have enough to retire? Daniel Goldie knows that’s not the whole story.
We’re looking for a few lifelong learners to join us in a new free monthly discussion group
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.