The Retirement Wisdom Podcast

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...

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 advisor in 1991, Goldie knows something about leaving one identity behind and building another. In his new book, The Retirement Answe...

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 comes a mom...

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.

Jean Chatzky believes the solution is both financial and behavioral. In this conversation, she discusses her new book <...

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 majo...