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- Yesterday32 min
The Future of Work is Grey – Dan Pontefract
Take charge of your future. Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21. Learn more here. — Dan Pontefract spent two decades building leadership, culture, and engagement inside high-tech and telecom organizations, and never once thought seriously about age. Then, in his early fifties, he had a wake-up call. It sent him to look under a rock he’d never lifted, where he found “an absolute cavern of issues.” The result is his sixth book, The Future is Grey: The Untapped Value of Age in the Workforce. Dan lays out the coming “bell to bulb” demographic inversion and the risks for organizations ignoring it. For individuals, he reframes the whole arc of a working life, from the language of generations (which he rejects as an ageist cognitive bias) to three universal career eras: Rivers, Rocks, and Rubies. That demographic inversion means experience will become more scarce and valuable. The through-line is don’t retire, rewire instead. He shares stories of people who kept working or returned to work in a different way, which brings his concept of the “experience dividend” to life. ________________________ Bio Dan Pontefract is a renowned leadership and culture strategist, author, and keynote speaker with over two decades of experience in senior executive roles at companies such as SAP, TELUS, and Business Objects. Since then, he has worked with organizations globally, including Salesforce, Amgen, State of Tennessee, Nestlé, Canada Post, Autodesk, BMO, Government of Canada, Manulife, Nutrien, UBC, McGill University, Virgin Media O2, City of Toronto, among others. Dan has firsthand experience in turning leaders and corporate cultures into a competitive advantage. In addition to The Future of Work Is Grey, Dan has written five other books: WORK-LIFE BLOOM, LEAD. CARE. WIN., OPEN TO THINK, THE PURPOSE EFFECT, and FLAT ARMY garnering multiple awards including the Thinkers50 Top New Management Book and the Axiom Business Book Awards Gold Medal. Dan has also written for Forbes, Harvard Business Review, Leader to Leader, The Globe and Mail, Inc., among other outlets. Dan is a renowned keynote speaker who has presented at four TED events and delivered over 600 keynotes. He is an adjunct professor at the University of Victoria and has received over 25 personal awards. Dan’s career is interwoven with corporate and academic experience, coupled with an MBA, B.Ed, and multiple distinctions. Notably, Dan is listed on the Thinkers50 Radar, HR Weekly’s 100 Most Influential People in HR, PeopleHum’s Top 200 Thought Leaders to Follow, and Inc. Magazine’s Top 100 Leadership Speakers. ___________________________ The Future is Grey: The Untapped Value of Age in the Workforce Website ___________________________ Other Retirement Podcast Conversations You’ll Love The Second Curve of Life – Arthur C. Brooks Design a Phased Retirement – Anna Rappaport Rewirement – Helen Dennis ___________________________ Wise Quotes On Wisdom “Wisdom is to the experience dividend what oxygen is to fire.” On Retiring Retirement “Instead of using the word retire, I very much encourage people to use the word rewire.” On Demographic Shifts “We’re shifting from a bell-shaped society to a bulb-shaped society, and it’s going to change the talent makeup of your organization very, very soon.” ___________________________ 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
- 1 weeks ago31 min
What If Retirement Is the Wrong Goal? – John Coleman
Be intentional. Design Your New Life in Retirement. Our next groups start in September. The very early registration discount ends June 21st. Learn more. What if everything you’ve been told about retirement is quietly working against you? John Coleman has spent his career around money and purpose, which makes his message all the more striking: money is a tool, not the point. In his new book, Good Money: Six Steps to Building a Financial Life with Purpose, he rethinks personal finance around human flourishing, and one of his steps reframes retirement itself: save for freedom, not retirement. We explore why the conventional retirement script, a withdrawl into pure leisure, carries real costs to meaning, community, and health; how continued, self-directed work changes both the math and the meaning of your plan; why your worth is never your net worth; and how to design your next chapter deliberately. It’s a conversation that bridges the financial and non-financial sides of retirement, looks at retirement and purpose, and gives you a fresh way to think about what comes next. John Coleman joins us from Atlanta. ________________________ Bio John Coleman is the author of Good Money: Six Steps to Building a Financial Life with Purpose and The HBR Guide to Crafting Your Purpose. He is Co-CEO of Sovereign’s Capital. He has prior professional experience at McKinsey Company, Invesco, and Bridgewater Associates, among others. He’s active in his community, with current or prior experience on the boards of Teneo, the Heritage Foundation, Berry College, the DeKalb County School System, the Georgia Student Finance Commission, the Georgia Charter Schools Association, and the Georgia Independent College Association. He’s been recognized as a Term Member at the Council on Foreign Relations, a Presidential Leadership Scholar, and as one of both Georgia Trend’s and the Atlanta Business Chronicle’s “40 Under 40.” A frequent contributor to Harvard Business Review, John and his work has been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the LA Times among other publications. He’s previously published Passion & Purpose and How to Argue Like Jesus. John is an MBA graduate with High Distinction from the Harvard Business School, where he was Class Day Speaker and a Dean’s Award Winner for leadership and service. And he’s an MPA graduate of the Harvard Kennedy School, where he was a George Fellow and a Zuckerman Fellow. John lives in Atlanta with his wife Jackie, their four young children. _______________________ For More on John Coleman Good Money: Six Steps to Building a Financial Life with Purpose _______________________ Retirement Podcast Conversations You’ll Also Love How to Flourish…in Retirement – Daniel Coyle Mattering…in Retirement – Jennifer Breheny Wallace The Good Life – Marc Schulz, PhD How to Live a Meaningful Life – Dave Evans ______________________ Wise Quotes On Retirement “In general, I’m opposed to the idea of retirement…People are made for meaning, they’re made to deploy their talents in productive ways…The frame I encourage people to take is that they’re saving, not so that they have enough that they can withdraw from the world, but saving so that they have the buffer to engage the world in the way that they want to at the pace that they want to.” On Money “Breaking the hold that money has on us, making sure it’s a tool, not a totem, is one of the very first mindsets that people need to adopt…Money isn’t intrinsically good. Money is good only i
- 2 weeks ago28 min
Turn Into The Swerve – Jerry Goodstein
A retirement is a terrible thing to waste. Don’t just retire. Design your new phase of life – with intention. Our next groups start in September. The very early registration discount ends June 21st. Learn more. ________________________ Retirement rarely unfolds exactly as planned. For Jerry Goodstein, retirement began with a clear sense of direction and a meaningful endeavor. But unexpected challenges, a deeply emotional experience helping his daughter move across the country, and an encounter with the world of ADHD coaching changed everything. In this conversation, Jerry shares how his retirement story became less about executing a blueprint and more about learning how to “turn into the swerve” by staying open to reinvention, purpose, lifelong learning, and becoming someone new later in life. This is a thoughtful conversation about identity, letting go, service, and the surprising ways purpose can evolve, over time and in ways you may not expect, after retirement. In This Conversation, You’ll Learn Why God laughs at your retirement plans How unexpected “swerves” can open new directions in life The opportunities to repurpose your skills in retirement Why letting go of identity is often difficult for high achievers How lifelong learning can reignite energy, curiosity and engagement What coaching taught Jerry about listening and presence Why service became more important than living a life of leisure ___________________________ Bio Jerry Goodstein is Professor Emeritus, Carson College of Business, Department of Management, Information Systems, and Entrepreneurship at Washington State University. Dr. Goodstein received his Ph.D. in Business Administration from the University of California, Berkeley, and his MBA and BA in Economics and Geography from the University of California, Los Angeles. He conducted research and taught business ethics, leadership, and strategy at the undergraduate and graduate levels for over three decades at Washington State University and the University of Illinois. His research on restorative justice in organizations, corporate and stakeholder responsibility, and second chance hiring has been published in leading management and business ethics journals. He is co-editor, along with Dr. Mary Gentile, of Giving Voice to Values: An Innovation and Impact Agenda, published in 2021. After retiring from Washington State University in May 2020, Dr. Goodstein continued work he had begun in 2019 to bring together businesses, criminal justice partners, and community-based organizations to develop employment-based opportunities for formerly incarcerated men and women. In January 2023 Dr. Goodstein made a major retirement/life shift to become a Certified ADHD Life Coach. He founded Where You Are ADHD after completing his ADHD life coaching program in December 2023. Since then, he has been coaching youth (teens and tweens) with ADHD. Dr. Goodstein partners with public and community-based organizations, especially those working with at-risk youth, to support both youth and their families in meeting the ADHD-related challenges they are facing in their lives. __________________________ For More onn Jerry Goodstein Where You Are ADHD _________________________ Retirement Podcast Conversations You’ll Also Love The Inspired Retirement – Nathalie Martin The Best Day of My Life So Far – Benita Cooper Changing the World One Small Act at a Time – Brad Aronson ________________________ Wise Quotes On Being Open to Reality “There are just some unanticipated swerves that come up…Turn into the swerve…Don’t turn against it.” On Becoming a Beginner Again “It absolutely feels like a new beginning for me….“It’s never too late to learn. It’s never too late to evolve.” On Purpose “I don’t think of myself as retired anymore….I’ve repurposed my purpose.” _______________________ <div class="a-column a-span12 stores-column" data-csa-c-content-id="widget
- 3 weeks ago36 min
Change Your Questions, Change Your Life…in Retirement – Marilee Adams, PhD
Most of us think of questions as something we ask other people. Dr. Marilee Adams has spent years showing the opposite: the most consequential questions we ask are the ones we ask ourselves. Adams, founder of the Inquiry Institute and author of the half-million-copy bestseller Change Your Questions, Change Your Life, (a new 5th edition has just been published) joins us to make us smarter about our internal questioning. She introduces us to two mindsets that live inside all of us — Judger and Learner — and the Choice Map™ that helps you notice which one is driving the bus. The conversation takes her work directly into the world of retirement, where Judger questions (What do I regret?, What do I resent?) can quietly shape our moods, relationships, and the texture of later life. But Learner questions (What would be meaningful next?, What does my heart want me to do?, What can I contribute?) open up possibilities for a different future. Along the way, Adams explains the physiology underpinning the two mindsets, and a single powerful question: Who do I choose to be in this moment? that she returns to again and again. She also introduces us to the five-to-seven-second “Stop, Breathe, Be” practice that can shift your nervous system anytime (from The 5 Resets: Rewire Your Brain and Body for Less Stress and More Resilience by Aditi Nerurkar, MD). If you’re thinking about designing the non-financial side of your next chapter, or looking to enhance your life in retirement, this is an episode worth re-listening to with a notebook in hand. _________________________ For More on Marilee Adams, PhD Change Your Questions, Change Your Life, 5th Edition Take the Survey & Download The Choice Map™ The Inquiry Institute __________________________ Bio Dr. Marilee Adams is an award-winning author, executive coach, and leadership consultant whose work has shaped how leaders think, communicate, and make decisions for more than four decades. She is Founder and CEO of the Inquiry Institute, a leadership development and organizational consulting firm dedicated to building inquiry-based cultures that accelerate results and deepen engagement. Its executive coaching, training, keynotes, and eLearning programs — all grounded in Question Thinking™ — are used by Fortune 500 companies, government agencies, healthcare systems, and universities worldwide. Her book Change Your Questions, Change Your Life has sold more than half a million copies worldwide and been translated into 26 languages. Now in its 5th edition, it remains one of the most enduring frameworks for mindset shift, leadership development, and human performance — and its newest edition addresses one of the defining challenges of our moment: how to lead and think with wisdom, curiosity, and connection in an age of artificial intelligence. At the heart of Dr. Adams’ work is a deceptively simple insight: the questions we ask — of ourselves and others — shape everything. They determine the quality of our thinking, our relationships, our decisions, and our cultures. In a world increasingly mediated by technology, the human capacity for inquiry is not just a leadership skill. It’s a competitive advantage — and an essential one. Dr. Adams has coached senior leaders and advised organizations internationally and is a recognized pioneer in inquiry-based coaching and organizational transformation. She speaks and teaches worldwide, helping leaders use Question Thinking™ everywhere it matters most. __________________________ Wise Quotes On the Two Mindsets “We’re
- 4 weeks ago29 min
Two Grannies on the Road – Beth Sobiloff & Marcia Rothwell
What’s in your backyard that you haven’t explored yet? And what if you decided to treat your own state like a foreign country? Beth Sobiloff and Marcia Rothwell, the co-hosts of Two Grannies on the Road, have set out to visit all 351 cities and towns in Massachusetts. They’re 121 towns in. Along the way, they’ve met second-act bakers, retired leaders turned magicians, mayors, alpaca farmers, and a man with the world’s largest collection of Back to the Future memorabilia. In this conversation, Beth and Marcia talk about why their world hasn’t shrunk in retirement, why trying and not liking something is still a win, how to spot the second act that’s already running quietly in the background of your own life, and what a real retirement curriculum might look like. If you’ve ever caught yourself drifting toward a smaller version of your life, this episode is a friendly nudge in the other direction. In this episode you’ll learn: How to discern a second act that’s right for you. How Beth turned an empty-nest into a 15-year creative project. Why abandoned hobbies offer clues for new pursuits. A template for novelty, social connection, and learning that costs almost nothing. Why presenting what you learn matters as much as learning it. And here’s are all 351 towns and cities in Massachusetts in minutes (by two Mass natives and one NY interloper) _______________________ For More on Beth Sobiloff & Marcia Rothman Two Grannies on the Road – You Tube Website ________________________ Wise Quotes On Experimenting “If you try something and you don’t like it, it’s not a failure. It’s okay. You eliminated one of the things you don’t like as much.” On the Curricuulm for Retirement “Go out, experience something, then come back and present it. That’s the curriculum.” On Inspiring Others “If you have a relative or a friend who is staying at home and not getting out, make an effort to help them do that.” __________________________ Retirement Podcast Conversations You May Also Love Make Your Next Years Your Best Years – Harry Agress, MD Grandmapreneur – Connie Inukai Grace in Motion – Susan Hartzler __________________________ 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 <a href="https:/
- May 11, 202631 min
Letting Go to Become Who You Truly Are – Deborah Santana
There’s a challenge that comes with being known for what you do. When you move on you now have to figure out who you truly are. Deborah Santana spent more than three decades inside one of the most recognizable partnerships in American music as COO of the New Santana Band, co-architect of the Milagro Foundation, and the steady, contemplative presence behind a global touring life with her ex-husband, the legendary musician Carlos Santana. At an age when most people are quietly winding down, she did the opposite: she walked away from a 34-year marriage, dismantled the identity she had built around someone else’s career, and started over. She earned a master’s degree in her 60s, founded a new nonprofit (Do A Little), wrote a second memoir (Loving the Fire: Choosing Me, Finding Freedom), and became a trustee of major cultural institutions. But this is not a celebrity interview. It’s an exploration of transitions and later-life reinvention. You’ll hear about her experience and the lessons she learned that may help you. She shares the foundational daily contemplative practice she built, the calendar block for herself disguised as “a meeting” she used to jump start her writing, and the people audit she did to illuminate who is toxic and who is the light in her life. Deborah describes how liberating it can be to be a beginner again, if you’re willing. I often say “You don’t stop growing just because you retire.” But, it’s not just a saying and Deborah’s story is an case study. If you’re ready to let go of your past and discover who you truly are now, this conversation is for you.   “When you have everything stripped away that you were known as, it is a wonderful opportunity to create exactly who you are.” — Deborah Santana   You’ll walk away with: A vocabulary for the identity work that retirement requires. And not just for the “what’s next” part, but also the words for the “who am I now” part. A useful framework (the Four C’s) for organizing life after a major transition. A replicable practice for protecting time for the work of “becoming” even when the people around you don’t quite yet understand what you’re doing. __________________________ Bio Deborah Santana is the author of Loving the Fire: Choosing Me, Finding Freedom, Space Between the Stars: My Journey to An Open Heart and the editor of the acclaimed anthology All the Women in My Family Sing. Her work has been featured by Vogue, Oprah, and NPR, among other national and literary outlets. She is the founder of the Do A Little Foundation, which supports women and girls in the areas of health, education, and happiness. Her work explores identity, social justice, spirituality, and the power of collective voice. She is mother to three artists: Salvador Santana, Stella Santana and Angelica Santana. She holds a Master of Arts in Philosophy and Religion with a Concentration in Women’s Spirituality. She is a leadership donor of the Smithsonian National Museum of African American History and Culture and a Lead Investor to the Courage Museum in San Francisco. _________________________ For More on Deborah Santana Loving the Fire: Choosing Me, Finding Freedom Website _________________________ Do You Know What You’ll Be Retiring To? It’s graduation season. Will you be graduatiing from full-time work soon? Join our 10-person Design Your New Life in Retirement Group starting in September. The Very Early Registration discount ends soon. Learn more and sign up today. ___________________________ Retirement Podcast Conversations You May Also Love Mattering…in Retirement – Jennifer Breheny Wallace Navigating the In-Between – Monique Rhodes
- May 4, 202631 min
How to Flourish…in Retirement – Daniel Coyle
Most of us were trained to win at the game of life, deliver the results and get the promotion. Then one day, we arrive at retirement and discover that the game we were trained for isn’t the one that actually produces a flourishing life. New York Times best-selling author Daniel Coyle, joins us to discuss his new book Flourish: The Art of Building Meaning, Joy, and Fulfillment. He unpacks what five years of studying thriving communities (a Michigan deli, a major league baseball team, and a Vermont town that keeps producing Olympians) revealed about how good lives are actually built. We discuss: Why flourishing is a team sport in an age of individualism The difference between task attention and relational attention, and why the switch matters Why visioning may be the most useful tool for people approaching retirement Why we should probe for retirement rather than plan for it Yellow doors, the rule of surprise, and the two questions Dan uses as a personal compass If you’re approaching a transition, or you’re in the bewildering middle of one, this is a conversation worth your time and reflection. _________________________ Bio Daniel Coyle is the New York Times best-selling author of nine books, including Flourish: The Art of Building Meaning, Joy, and Fulfillment, The Culture Code (which was named Best Business Book of the Year by Bloomberg & Business Insider), and the Talent Code. He is a contributing editor for Outside magazine, and has seved an advisor to many high-performing organizations including the Navy SEALS, Microsoft, Google and he also works as a special advisor to the Cleveland Guardians. Dan lives in Cleveland, Ohio during the school year and in Homer, Alaska, during the summer with his wife Jen, and their four daughters. ______________________________ For More on Daniel Coyle Flourish: The Art of Building Meaning, Joy, and Fulfillment Website ______________________________ Wise Quotes On Games versus Gardens “Life isn’t a game to win. It’s a garden to grow.” On Flourshing & Community “All flourishing is mutual. We only become our best selves through and with other people…Who do I feel most alive with? What am I helping to grow?” On the Value of No “If you can’t say no, your yes is worthless.” ___________________________ Retirement Podcast Conversations You’ll Also Love The Good Life – Marc Schulz, PhD Making & Keeping Friends…in Retirement – Janice McCabe Will You Flourish or Languish? – Corey Keyes ____________________________ 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 don
- Apr 27, 202622 min
The Caregiving Trap…in Retirement – Pamela D. Wilson
Registration for the September Designing Your New Life in Retirement is now open ________________________ Caregiving is one of the most common, and least discussed, forces that can completely reshape retirement. If you’re in your 50s or 60s, there’s a good chance you’ll either be a caregiver, or already are one. And yet, most people haven’t had the conversations, made the plans, or even considered what happens when a parent needs significant care. What starts as helping out… can quickly turn into something much bigger. And for many, it quietly begins to impact their time, their finances, their relationships—and ultimately, their own retirement plans. Today’s guest, Pamela D. Wilson, is a caregiving expert who has worked with families across the country navigating these exact challenges. In this conversation, we explore: Why caregiving situations become so complicated The early warning signs of burnout How family dynamics—especially among siblings—can make things harder And most importantly, how to approach caregiving in a way that protects both your parents—and your own future If you’ve ever wondered how to navigate this phase of life more thoughtfully, this is an essential conversation. ___________________________ Wise Quotes On Family Relationships “Family relationships with aging parents and siblings are complicated… caregivers are thinking about what they’re giving up, while parents are dealing with their own losses and mortality…An elderly parent’s care needs can totally derail a child’s retirement… and most people never think about that until it happens.” On Warning Signs “When you get to the point where you don’t have time to take care of yourself—that is a warning sign that something is off.” On Planning for Caregiving “If you want to make decisions about how you live your life when you are older… you have to start planning today.” __________________________ For More on Pamela D. Wilson Website The Caregiving Trap: Solutions for Life’s Unexpected Changes __________________________ Bio PAMELA D. WILSON is a caregiving expert, advocate, and speaker offering support to family caregivers and professional caregivers through her business of the same name. Since 1999, Pamela has been a business owner providing direct service to families, individuals, caregivers, health and care providers, attorneys, and financial planners in the areas of care management, care navigation, caregiving services, caregiver support, elder care, legal and financial appointments and estate administration. Throughout her caregiving career, Pamela has provided education and training, advocacy, and support for family and professional caregivers. Today caregiving education, training, advocacy, speaking, and caregiver support are the main focus of her business. As the result of the aging population and increase in need for family caregivers—nearly 4 in 10 Americans are caring for a loved one—it is critical that family caregivers are knowledgeable about options, plan for care, and advocate for care needs. The increase in diagnoses of chronic disease, dementia, and Alzheimer’s disease strains the ability of family members—many who became caregivers as the result of an unexpected crises— to provide daily support, navigate the care system, and to plan for future needs. Professionals in healthcare, care agencies, care communities, and in the legal, and financial professions have a similar desire to be knowledgeable and to serve as a resource for family caregivers. Due to the specialization required in these industries and the day to day job demands, it is difficult for professionals to advise beyond the specialties in which they operate. Pamela’s expertise in the industry since 1999 provides the opportunity for professionals working in the industry to expand knowledge beyond their day to day specialties through training and education programs offered by Pamela. Information, education, and support is offered through The Caring Generation Library®, through Pamela’s book, The Caregiving Trap: Solutions for Life’s Unexpected Changes, articles, podcasts, webinars, online support groups, speaking and training. She produced and hosted a radio program on 630 KHOW-AM in Denver called The Caring Generation®. Pamela continues to develop programming and education on topics to support family and professional c
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