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The Retirement Wisdom Podcast

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Latest episodes

  • Are You Fit Enough for the Retirement You're Planning? - Dr. Gregory Charlop

    October 12, 2026 · 37 min

    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…

  • When Your Time Becomes More Valuable than More Money - Daniel Goldie

    October 5, 2026 · 26 min

    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…

  • Don’t Wait Until Retirement to Find Your New Thing – Charles Chumley

    September 28, 2026 · 28 min

    We’re looking for a few lifelong learners to join us in a new free monthly discussion group Learn more and sign up here _________________________ Clients tell me that no matter how much they were looking forward to retirement, there…

  • Spend More, Worry Less: The Forever Paycheck - Jean Chatzky

    September 24, 2026 · 26 min

    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…

  • Can You Learn to Be More Optimistic as You Age? - John Trauth

    September 21, 2026 · 31 min

    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…

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  • Who Are You Without the Title? - Marisa Franco

    September 17, 2026 · 34 min

    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…

  • Take Charge of Your Health – Lucy McBride MD

    September 14, 2026 · 28 min

    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…

  • The Art of Creating What’s Next: Best of 2026 - Part Two

    September 7, 2026 · 19 min

    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…

  • Map Your Days & Build Wellbeing – Matt Bloom

    August 31, 2026 · 34 min

    Catch up to your money. It’s often ready for retirement before you are. _________________________ What helps wellbeing endure as our lives change? Matt Bloom has spent much of his career studying human flourishing. In this conversation…

  • Don’t Reinvent. Recalibrate - Dr. Denise Taylor

    August 24, 2026 · 32 min

    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…

  • The Long Arm of the Past

    August 20, 2026 · 27 min

    Your money is ready for retirement. Are you? Get started on Future You. _________________________ What might happen if retirement gives you permission to become a beginner again? After more than four decades in journalism, including a…

  • The Missing Pillar of Healthy Aging - Esther Gokhale

    August 17, 2026 · 31 min

    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…

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