Beyond Retirement artwork

Beyond Retirement

268 episodes - English - Latest episode: 4 months ago - ★★★★★ - 68 ratings

Are you getting close to retirement and wondering what comes next? Or maybe you’ve found yourself retired and you weren’t really ready for it?

You’re not alone … many people have no idea what retirement is going to bring. And the internet is full of financial advice for retirement, but there's not much about what really goes on after retirement.

We all know that life doesn’t end at retirement – there’s potentially two or three more decades that we’re going to have to live through. So, the big question is … WHAT ARE YOU GOING TO DO WITH THE REST OF YOUR LIFE?

This podcast gives you the answer. Come along with me while I figure out how to live "the life I have imagined." You’ll hear from men and women who have moved away from traditional 9-5 jobs, and from some who are retired, and you'll hear my thoughts as I make my own journey. Together we’ll figure out what comes next.

This show isn’t about business and finances, it’s about life!

Philosophy Society & Culture Education How To freedom affordable retirement travel planning lifestyle
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Episodes

The End of Beyond Retirement?

December 31, 2023 17:00 - 10 minutes - 13.9 MB

It's been a lot of fun these past few years, getting to know so many guests and hearing from multiple listeners with great thoughts about the show. But the time has come to bring it to a close. Beyond Retirement was started to guide me and all my listeners on the journey to the next stage of life. Well, I've made it! I'm at the gate to life "Beyond Retirement" and I have to say I'm excited about the future! As I mention in this episode, I'm looking for suggestions for a title to the book ...

The Journey to Retirement and Beyond

December 24, 2023 17:00 - 8 minutes - 12.2 MB

"Beyond Retirement" is a fluid time encompassing all of your time after the flagpost of "retirement" has been passed. This podcast was developed to help listeners figure out their own journey by listening to the musings of the host and her guests as they travelled the road together. There's no right or wrong journey. There are many detours and U-turns along the way. But in the end, it's the journey that really matters, isn't it. It's not the destination, but how you got there.

Do Creativity, Generosity, and Gratitude Live in You?

December 17, 2023 17:00 - 10 minutes - 14.2 MB

Creativity, generosity, gratitude...do they play a role in your life? They should! Start with gratitude. There is always something to be grateful for in your life. Finding that thing, even if it's small, will help you to grow and your happiness will increase. Last week, Hugh Willard talked about the intentional aspect of generosity - how, in order to be generous, we have to look inside ourselves. Gratitude helps you be generous. When you are grateful for what you have, you want to share it...

Generosity & Gratitude in Later Life - with Hugh Willard

December 10, 2023 17:00 - 29 minutes - 40.3 MB

Hugh Willard is a psychotherapist, the author of the new book Finding Beauty in the Gray: Stories and Verse from the Third Age and the host of the podcast Aging Well: Finding Beauty in the Gray. Hugh has facilitated numerous workshops and taught courses on several topics relevant to folks in the second half of life. Today we talk about the importance of generosity in life, as well as its inherent link to gratitude. Hugh mentions that studies are showing substantial benefits to mental and ph...

Have You Got Any Wanderlust?

December 03, 2023 17:00 - 11 minutes - 16.1 MB

Wanderlust is a strong desire to wander or travel and explore the world. Last week's episode with the hosts of the Beach Travel Wine podcast really sparked my own wanderlust! This week I talk a bit more about why I believe travel is so important and why it should be part of your retirement plan. You don't have to take off for distant countries; the village next to yours may have some fabulous treasures you've yet to discover. The point is, there is a great big world under our feet and it se...

Exploring the World One Wine at a Time - with Leanne & Lyle McCabe

November 26, 2023 17:00 - 36 minutes - 50 MB

Leanne and Lyle McCabe are the hosts of the Beach Travel Wine podcast and they share their passion for travel and the importance of experiencing new things. With 62 episodes under their belts, they take us on a journey through Spain, Italy, London, Paris, and Australia. And they're not stopping there - they give us a sneak peek into their upcoming episodes that will feature the stunning landscapes of New Zealand. Leanne and Lyle invite listeners to reach out for travel suggestions and even ...

What Gets You Out of Bed in the Morning?

November 19, 2023 17:00 - 10 minutes - 13.9 MB

This episode is a reflection on the topic covered in my conversation with Joe Curry, namely identifying your purpose and values in retirement. It's important to know your values and figure out what your purpose is, but it's not important to keep that same purpose throughout your journey in life. Your purpose can - and probably WILL - change over the course of your lifetime. Understanding this will help guide you in determining how to live your life. "What gets you out of bed in the morning...

True Wealth: The Role of Values & Purpose in Retirement Planning - with Joe Curry

November 12, 2023 17:00 - 29 minutes - 40.6 MB

Joe Curry specializes in simplifying the financial lives of people approaching or within retirement. He is the host of the podcast Your Retirement Planning Simplified and is a Certified Financial Planner. Joe is the Owner & CEO of Matthews + Associates, located in Peterborough, Ontario, Canada, where Joe and his team help Canadian retirees and those within a few years of retirement (work-optional) achieve True Wealth, which Joe believes is a combination of achieving financial freedom, spendi...

What Do You Prefer to Do?

November 05, 2023 17:00 - 9 minutes - 13 MB

Retirement is the time to start doing what you want to do - if you haven't been doing that all along. It's time to figure out what interests you, what motivates you, what inspires you. It's also time to relax, have some fun, take care of your mind & body... basically, to do what you prefer. Be sure to check out Today's Elder, at https://todayselder.ca and Radio Downton, at radiodowntown.ca

Preferment: Investing in Yourself in Retirement - with Barbara Waxman

October 29, 2023 16:00 - 35 minutes - 48.7 MB

Barbara Waxman, Founder of Odyssey Group Coaching, is an aging advocate who helped define the Middlescence life stage. Her leadership in the coaching field has culminated in the transformative coaching model, Entrepreneurship Turned Inward© and her science informed the Five Essential Elements™ process. Barbara serves as an Advisor to the Stanford Center on Longevity and Stanford Lifestyle Medicine, as well as the Generations Over Dinner Project. Additionally, she is a faculty member at Chip ...

Ready For Life in a Foreign Country?

October 22, 2023 16:00 - 8 minutes - 12.3 MB

Moving to a foreign country is a daunting undertaking, not one to be taken lightly. Do you speak the language? Are you ready for new customs and a new culture? Do you have a support system in place for when things get tough? But it's not all doom & gloom - the opportunities to expand your knowledge of the world, to learn about life "somewhere else" ... that's an exciting draw for many. The most important thing is to go into it with your eyes open. Be ready for things NOT to turn out as you...

Living the Expat Life in Latin America - with Mike Cobb

October 15, 2023 16:00 - 40 minutes - 55.1 MB

Mike Cobb is the founder and CEO of ECI Development. After vacationing in Belize in 1993, Mike saw the opportunity to help others own properties overseas. Realizing that not everyone wants to be in Belize, the company expanded to Nicaragua, Costa Rica, Panama, Honduras, El Salvador, and Portugal. Over the last 27 years, ECI Development has focused on providing customers with a product that fits their specific needs, rather than trying to sell people a cookie-cutter solution. There are basic...

Peak Performance in Retirement

October 08, 2023 16:00 - 6 minutes - 9.03 MB

Peak performance isn't just for sports. Paying attention to what you're doing, being consistent, always moving forward... these are all part of being the best you can be, which is something we should strive for all the time. This episode is a bit of a recap of last week's chat with Joe Jacobi.

Fully Engaging in the Second Part of Life - with Joe Jacobi

October 01, 2023 16:00 - 39 minutes - 53.7 MB

Joe Jacobi is a former American Olympic gold medalist in white-water slalom canoeing. He won the gold medal with his doubles canoe partner at the 1992 Olympic Games in Barcelona, Spain. After retiring from competitive sports, Joe moved to La Seu d’Urgell in Catalonia, Spain, where he immersed himself in the local culture. He learned to speak Catalan and now works as a performance coach online. Joe values deep and meaningful connections and enjoys writing and creating. Key topics discussed: ...

Adjusting to Retirement

September 24, 2023 16:00 - 16 minutes - 23.2 MB

Adjusting to life in retirement involves creating a purpose or meaning for your life, looking after your health and well-being, and developing lasting connections with friends and family. The hardest part is often simply accepting that a part of your life is over - that the activity you did for the last 20-40 years is no longer what you do each day. But this doesn't mean you aren't going to be doing ANYthing! There are many other activities - some new - that will take up your time if you l...

Leaving the Rat Race Behind - with Laura Black

September 17, 2023 17:00 - 26 minutes - 36.1 MB

Laura Black is a retired lawyer, an award-winning businesswoman, and the author of Climbing Down the Ladder: A Journey to Another Kind of Happy. After completing law school and beginning her career as a lawyer, she and her business partner built the world's largest legal staffing company. She joins us this week to share some of her insights into how to make retirement the best it can be: Prioritizing Happiness Finding Fulfillment and Letting Go Expanding the Spokes on the Wheel of Life ...

Mindset Shifts and My Best Life

September 10, 2023 17:00 - 10 minutes - 14.3 MB

This week I review Sandi Shortt's chat about crossroads in life, mindset, and lifestyle changes, and designing a fulfilling and purposeful retirement. One critical point that stood out to me was the idea of shifting from a mundane, gray existence to a vibrant, colorful life. Sandi's work as a psychotherapist and coach reinforces the importance of identifying who we want to be, how we want to feel, and taking action towards those goals. Her My Best Life exercise is an excellent tool for ...

It's An Inside Job - with Sandi Shortt

September 03, 2023 17:00 - 31 minutes - 43.4 MB

Sandi Shortt is a Mindset and Life coach and calls herself a Design Coach. By using mindset and other modalities, she helps retired, widowed women re-invent their lives and create their next chapter, designing a life for themselves full of joy, fulfillment, and purpose. Here are three key takeaways from the episode: Focus on designing the life you want, not just creating one that others expect of you. Mindset plays a crucial role in shaping our lives and achieving our goals. Leveraging t...

Preparing for the End

August 27, 2023 17:00 - 9 minutes - 13.4 MB

There's a lot to be done before we pass off this Earth... how much we do in advance makes a huge impact on those we leave behind. End-of-life planning isn't just about medical care. It's about ALL aspects of your last days, and hopefully there will be a LOT of them to enjoy before you're done! Talking about your medical care, estate planning, the legacy you'll leave behind ... this is all important to do NOW, while you're healthy and can give it the attention it deserves.

Mediation & End-of-Life Planning: Living in the Now - with Kimberly Best

August 20, 2023 17:00 - 33 minutes - 45.3 MB

Kimberly Best is a registered nurse who spent over two decades working in various intensive care units, trauma centers, and emergency departments. She pursued graduate school in clinical community psychology but found it unfulfilling and returned to nursing. After her brother introduced her to transformative mediation, she went on to study conflict management and currently specializes in mediation, facilitation, and restorative practices for peace building. Kimberly highlights that end-of-l...

Does Your Wheel of Life have a Flat Tire?

August 13, 2023 17:00 - 8 minutes - 11.6 MB

The Wheel of Life is a common tool used to assess our current status in a variety of areas of life, including relationships with others, health, contributions, etc. By giving a rating from 1 to 10 for where you feel you're currently at in each category, you can get a visual picture of which areas of your life might need a bit of work to help you thrive.

Retire Solo - Canadian Style! with Anna Harvey

August 06, 2023 17:00 - 32 minutes - 44.4 MB

Anna Harvey is a Certified Retirement Coach, and the creator of Retire Solo - a cohort-based coaching program and community dedicated to Canadian women who are, or will be, retiring and aging on their own. The idea of retiring solo isn't new - there are many services and programs available in the US for people who find themselves alone at this stage of life. But there weren't any in Canada... YET. Anna has changed that. With https://retiresolo.ca, she has designed a community where women ...

Have You Thought about the Service Industry?

July 30, 2023 17:00 - 7 minutes - 10.4 MB

Full-time work after you retire may feel like a cop-out; after all, you're supposed to be "done working", right? Not necessarily! Lots of people like to keep their foot in the door, so to speak, and the social aspect of work is hard to give up. So what about part-time work? And maybe the service industry is the place to find it! There are many businesses looking for part-time help; you can pick the hours, decide on the services you want to provide, and there's no stress involved because it'...

Embrace the Gig Economy in the Service Industry! with Barbara Sloan

July 23, 2023 17:00 - 26 minutes - 36.6 MB

Barbara is a financial educator and the author of her first book, Tipped – the life-changing guide to financial freedom for waitresses, bartenders, strippers and all other service industry professionals. Barbara believes that positions in the service industry are perfectly designed for people who are in their retirement phase of life. These jobs offer flexible work hours, provide opportunities for individuals to get out and socialize, and can often provide a little extra income to pay for ...

Chatting about Pam's Ideas

July 16, 2023 17:00 - 7 minutes - 10.1 MB

Retirement is all about discovering what your life means... how you choose to do that is up to you. Learn a new skill, resurrect an old hobby, continue doing what you've always done... the sky's the limit!

Leveraging Your Skills & Passions - with Pam Krueger

July 09, 2023 16:00 - 34 minutes - 47 MB

Pam Krueger is a recognized investor advocate, personal finance journalist and author. She created and co-hosted the investor education TV series, MoneyTrack, which aired on PBS from 2005-2019 and was funded by the Investor Protection Trust. At the request of her viewers, she created Wealthramp as a free tool to help people who were looking for an advisor they could trust. She is also the co-host of the Friends Talk Money podcast. Pam connects with people every day who are planning for thei...

Making Your Life Purposeful When You Don't Have A Purpose

July 02, 2023 17:00 - 7 minutes - 10.4 MB

There are a lot of things you can do to ensure that your post-retirement life is purposeful, without having to figure out a purpose before embarking on the journey. The books Joe mentioned: Refire Don't Retire by Ken Blanchard and Morton Shaevitz Designing Your Life by Bill Burnett and Dave Evans Mentioned in this episode: Alumnor Alumnor Ltd is a community based website speaking to like-minded women who understand the unique challenges of aging. Started by two best friends of over...

It's OK if You Don't Have A Purpose Yet! - with Joe Casey

June 25, 2023 17:00 - 33 minutes - 45.4 MB

Joe Casey is an executive coach and a Certified Retirement Coach who's walking the talk. He left his career in HR early to start helping others plan the next stage of their lives. His podcast Retirement Wisdom shares topics that are relevant as we travel the roads of the future. On his website, https://retirementwisdom.com, there are useful resources for navigating the waters of retirement and descriptions of the programs he offers to help clients who want a bit more guidance. In this epis...

Low Carbs & Whole Foods - is it right for you?

June 18, 2023 16:00 - 8 minutes - 11.8 MB

Jacquie discusses what she thinks are the salient points from last week's discussion with Dr Lucy Burns about a low-carb, whole-food lifestyle and its benefits.

Are You Burning Logs or Just Kindling? - with Dr. Lucy Burns

June 11, 2023 16:00 - 39 minutes - 53.8 MB

Dr. Lucy Burns is a general practice and lifestyle medicine physician based in Australia, who helps women in midlife rebalance their mind and body through low carb, real food programs. At her clinic, through her online business Real Life Medicine, and on her Real Health and Weight Loss Podcast, she helps women unlearn toxic diet culture and tap into science that promotes long-lasting health and permanent weight loss. By mid-life, most women (and many men, too) have gone through numerous di...

Retiring Well - Chatting about Kim's Ideas

June 04, 2023 16:00 - 6 minutes - 9.36 MB

Most of us have heard about Maslow's hierarchy of needs, running from the very basic needs - food, water, shelter - to the pinnacle of self-actualization. In her interview last week, Kim Curtis talked about the pyramid her company creates with their clients, starting with MONEY MANAGEMENT at the base, followed by financial planning (or GOAL SETTING). These two levels are the basis for preparing for retirement life. The next level is LIFESTYLE - where you finally get to live the life you've b...

The Secrets to a Happy Retirement - with Kim Curtis

May 28, 2023 16:00 - 30 minutes - 42.4 MB

Kim Curtis is the bestselling author of Money Secrets and Retirement Secrets. She's also a nationally recognized wealth management advisor and speaker. She has been profiled in several publications, including the Wall Street Journal. Kim shares with us many of the secrets found in her book, about how to have a happy, successful retirement. She believes that the biggest reason that retirement generally fails is that people are not preparing emotionally for this stage of life. It's important ...

What Can You Say About YOUR Dash?

May 21, 2023 17:00 - 8 minutes - 11.3 MB

How we live our life isn't often judged till the end of our life, when others talk about us. We don't get to hear those conversations. But that doesn't mean we can't affect them. The Dash Poem, by Linda Ellis, really stuck with me and it flavours a lot of my actions. The conversations we have with our loved ones about end-of-life decisions aren't easy, but they're necessary. And how we carry out those conversations has a lot to do with how we live our "dash". Mentioned in this episode: A...

Can You Handle the Tough Conversations? - with Kim Medici Shelquist

May 14, 2023 16:00 - 27 minutes - 38.2 MB

Kim Medici Shelquist is one of the people working at the Love Always Project, whose mission is to encourage people to think more positively and proactively about end-of-life issues and funeral prearrangement. The Love Always team works with individuals and professionals to encourage normalizing tough conversations and emphasizes the importance of sharing stories and experiences now, while there is still time. The basis of the Project is the idea that people are hesitant to talk about all th...

Chatting about Faigie's Ideas

May 07, 2023 17:00 - 7 minutes - 10.8 MB

We touched on lots of things last week, but the big takeaway for me is the idea that you have to give yourself some grace and take the time to do something a few times before you decide you're "no good" at it. We don't become world famous musicians or athletes after trying something once; neither do we become great painters, writers, hula hoopers, or parents by just doing the activity once. Retirement is the same - it takes practice, and it takes perseverance, to get it right. Be kind to ...

Discover Your Creativity! - with Faigie Kobre

April 30, 2023 17:00 - 34 minutes - 47.3 MB

Many people (including your host!) are quick to say "I've got zero artistic ability and NO creativity!" Faigie Kobre is here to tell us that this false belief is quite possibly simply the result of something you were told or experienced as a child, and given the chance to relive those youthful times with various creative media, you might just break through those false ideas and find that you're as creative and artistic as some of the artists in the galleries! Faigie explains that there ar...

Chatting about Ryan's Ideas

April 23, 2023 16:00 - 8 minutes - 11.7 MB

Expanding a bit on the idea of PLACE being an important aspect of healthy longevity. Healthspan, wealthspan, and lifespan are all part of creating the health longevity we're looking for. Retirement shouldn't be considered the END of the road, but the start of the best part of the journey. U-Shaped Happiness Curve - as we age, we're on the upswing again! #retirement #retirementpodcast #liveyourbestlife

Are You Where You Should Be? - with Ryan Frederick

April 16, 2023 16:00 - 34 minutes - 47.9 MB

Ryan Frederick has a passion for helping people think about the impact of place on their day-to-day lives. After training as an electrical engineer and working in Silicon Valley, Ryan went back to business school to explore the megatrend of people living longer. He gained experience in the senior housing industry, living in a senior-living community for part of a summer. In his current role, Ryan leverages his engineering background and business acumen to help people make informed decisions ...

Chatting about David's Ideas

April 09, 2023 17:00 - 6 minutes - 8.74 MB

Walking is certainly an easy form of exercise. Most people can do it - at least for a little while. Dave Paul hosts the Walking Is Fitness podcast and last week I had the pleasure of chatting with him. We talked about a lot of things related to walking. He had some good ideas for making the most of the time you spend on foot. There is rarely an excuse not to take at least a short walk each day. So get out there!

Did You Walk Today? - with David Paul

April 02, 2023 17:00 - 41 minutes - 57.3 MB

David Paul is a 52-year-old fitness enthusiast who is passionate about health and wellness. After experiencing some weight gain in 2008, he started running and eventually ran a variety of half and full marathons. In 2013, he got a Fitbit and realized he was not reaching his step goal. This inspired him to start walking and he hasn't looked back since. He now averages around 20,000 steps per day, and walking has become his primary fitness activity. David loves the physical and mental benefits...

Chatting about Ferrona's Ideas

March 26, 2023 17:00 - 4 minutes - 6.72 MB

near Technology provides tech support for people aged 50+, and I think it's a great service! They will provide as much or as little help as you need to solve your technology issues. As we age, sometimes we're faced with problems that we simply can't figure out on our own - at least not the first time. Having a service at our fingertips to help when we need it means we don't have to struggle as much. Let's face it - the IT department in our last job really did help sometimes, even if we alw...

Tech Support is Nearer than You Think! - with Ferrona Lie

March 19, 2023 17:00 - 31 minutes - 42.7 MB

Ferrona Lie is the CEO and co-founder of near Technology, Inc., a Northwestern University-spinout startup providing personalized tech coaching to enable all individuals to use technology to stay connected with their loved ones, stress-free. The idea stemmed from the founders' shared experiences trying to help their parents and other older relatives with tech issues involving smart phones, tablets, and computers. Ferrona and her business partner realized that as people begin to move out of t...

Chatting about Eric's Ideas

March 12, 2023 17:00 - 8 minutes - 11.9 MB

Eric Weigel developed the NET WEALTH approach for preparing his clients for retirement. (Please go to episode 221 for an explanation of this acronym). In today's episode, I talk about emotions and achievements because I feel that these two areas are sorely underdeveloped in terms of their importance to a successful life beyond retirement.

Net Wealth is More than Just Money - with Eric Weigel

March 05, 2023 17:00 - 38 minutes - 52.4 MB

Eric Weigel calls himself a Retirement Architect. He is the founder of Retire with Possibilities, an advisory and retirement coaching firm dedicated to helping people consciously design their own journey into retirement. He is a Certified Professional Retirement Coach and University of Chicago MBA grad with more than 3 decades of experience. He's also the author of "Reimagining Retirement: 9 Keys to True Wealth". Starting at timestamp 9:00, Eric talks about "NET WEALTH", an acronym he cre...

Chatting about Stan's Ideas

February 26, 2023 16:00 - 6 minutes - 8.62 MB

Stan gave us 12 great ideas for reversing the ageing process. I talk about 2 of them.

There's No Flies On Me! - with Stan Kochanoff

February 19, 2023 17:00 - 29 minutes - 40.9 MB

Stan Kochanoff is an entrepreneur, an environmentalist and a life coach. At 84 years old, he is still running 2 landscape-related businesses while also being involved in a few other income-generating projects and working on two books. His belief is that if you stop looking and stop learning, you're dead. In proof of this belief, he's done (and continues to do) many things: has presided over a number of regional and national Horticultural Associations has served as president of Landscap...

Chatting about Day's Ideas

February 12, 2023 17:00 - 5 minutes - 7.93 MB

Rituals are really important, so I spend a bit of time talking about the retirement rituals.

Retirement Rituals are Crucial! - with Day Schildkret

February 05, 2023 17:00 - 29 minutes - 40.9 MB

Day Schildkret is an award-winning queer author, artist, ritualist, and teacher internationally known for Morning Altars, which BuzzFeed calls, “a celebration of nature and life.” With nearly 100K followers on social media, Day has worked for close to two decades with thousands of individuals, communities and organizations to help heal the culture through a meaningful and creative response to marking personal and collective change. Day is the founder and principal instructor of the Mornin...

Welcome to Season 5 of Beyond Retirement!

January 29, 2023 16:00 - 4 minutes - 5.85 MB

Quick little hello to say that things are going to continue... with some new guests.

Chatting about Amy's Ideas

January 22, 2023 17:00 - 6 minutes - 9.37 MB

Is it time to rethink retirement? Or maybe it's just time to re-evaluate your relationships as you move into this new stage of life that the Spanish call la jubilación.

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