Show Notes
Are you ready to graduate from the grind in 2026?
Then here’s your most important project:
Future You.
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“Eye opening and provocative.”
“Challenged me to get out of the starting blocks and far down the path of really thinking
about this next phase of my life in very different ways. I now feel like I have a solid road map.”
“I wish I’d taken this program earlier.”
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Thank you for joining us and listening this year.
This special year-end Best Of episode is a collection of valuable insights from our recent guests.
If you missed Part One, you can find it here
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Listen in to full conversations:
Harry Agress
Kerry Burnight
Nathalie Martin
Ken Stern
Joseph Magueri
Christine Platt
Michael Long
Carl Landau
Francine Toder
Diane Button
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The Very Best of 2024 – Retirement Wisdom
Best of 2023 – Part Three
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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 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.
More from The Retirement Wisdom Podcast
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Retirement planning usually focuses on one big question: Do you have enough to retire? Daniel Goldie knows that’s not the whole story.
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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.