Retiring right requires a smart strategy. And if you didn't get started early in your retirement planning, the second best time to start is now. Rick Atkinson, Founder & President of RA Retirement Advisors in Toronto, shares his insights and advice.
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It's Back to School time.
Here's your reading list to peruse:
Best Books on Retirement
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Bio
Rick Atkinson is Founder & President of RA Retirement Advisors specializing in retirement planning. For over 15 years, Rick has been helping people live their ideal retirement.
As a human resources management specialist with over 30 years’ experience in industry and government service, Rick honed his understanding of what is required to lead a satisfying life after work. He then transferred this to writing and speaking about retirement planning and facilitating workshops and coaching.
He is the author of five books including Don’t Just Retire – Live It, Love It! and Strategies for Retiring Right!
Rick has written lead stories for well-known journals, as well as stories for various daily Canadian newspapers, and has appeared on Canadian radio and TV.
Rick is an acclaimed speaker on holistic retirement planning appearing at groups from 10 to 300. He has spoken at conferences and service groups across Canada, and facilitates workshops and webinars for companies, cities, government agencies and religious organizations and service clubs.
Rick has an MBA from York University and a Bachelor of Commerce from the University of British Columbia. He is also a CHRP (Certified Human Resources Professional); CMC (Certified Management Consultant); Advanced Level, Ontario Society of Training & Development. Recently made a Fellow of Distinguished Financial Services (FDFS) for his service as an influential thought leader.
As a point of pride and growth, for 10 years, Rick travelled extensively to Canada’s Arctic as a CESO (Canadian Executive Service Organization) volunteer advisor to mentor Inuit supervisors and managers, and to impart his human resources knowledge and insights. Rick’s volunteering was part of the Government of Nunavut’s Initiative Program.
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For More on Rick Atkinson
Books
Website
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Podcast Episodes You May Like
Design Your Life and Get Unstuck – Dave Evans
Retire Happy – Dr. Catherine Sanderson
Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland
Ready to ROAR? – Michael Clinton
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Wise Quotes
On Deciding When to Retire
"So I think this whole piece of work stress for some, but for some others, what I found is that they have a feeling of unfulfillness - that work is holding them back, that they've got things that they want to pursue, a passion project. They want to start a business,. They want to do extensive traveling. But there are others that, and I've had this myself, people saying, Why aren't you retired? You're X years old. Why are you still working? I met a couple and the wife had said to the husband, I didn't sign up for this. He just told me he's not going to retire. I thought we would have time together. There's another situation that says, is this the right time? I've met many people who have sat down with their financial advisor and the financial advisor had said, You know what, you got enough money to keep you going well into your 90s. And they walk out of the office and say, Hey, maybe that's it."
On Mistakes to Avoid in Planning for Retirement
"Oh, there's a whole myriad of things that you need time to think about these and plan for them rather than just the day you retire. Another mistake that I find that people make is that they concentrate so much on the money. The recession in 2008 devastated a whole bunch of folks and their retirement monies. And to my mind, it's not the money that you amass,
Retire on Fire – Cathy Bishop-Clark
Saison 7 · Épisode 301
lundi 26 août 2024 • Durée 31:37
Time to take charge of your future? Design Your New Life in Retirement
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Transitioning to retirement comes with challenges. And what if you love the work you're retiring from? That makes it harder. Our guest today, Cathy Bishop-Clark shares her experiences in transitioning to retirement - and why you'll want to have a retirement mentor.
Cathy Bishop-Clark joins us from Ohio.
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Bio
Cathy Bishop-Clark recently retired after a 34-year career at Miami University of Ohio. She finished her career as Associate Provost of Miami’s regional campuses. and Dean of the College of Liberal Arts and Applied Sciences. Prior to her Dean position, she was a professor in the Computer and Information Technology Department, a Department Chair, Assistant Dean and Associate Dean.
She has a bachelor’s degree in Computer Science, an M.S. in Quantitative Analysis and a doctorate in Educational Foundations. Over a period of 34 years she taught a variety of computing classes and she has published over 40 articles and a book, most of which related to the scholarship of teaching and learning.
She enjoys exercise and new adventures including hiking, kayaking, camping bicycling, learning new things, and traveling. A couple years ago she rode her bicycle across America.
She and her husband (who was a third grade teacher) have two adult daughters and a son-in-law.
Cathy and her husband both retired a year ago. While her husband has excelled at retirement, Cathy has found the transition more difficult. To help her learn about that transition she took Joe Casey’s group program, intensely studied retirement and taught a course on the topic of retirement this past Spring.
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Mentioned in This Episode
Riley Moynes
Andy Robin
Barbara O'Neill
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Podcast Episodes You May Like
If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver
The Power of Reinvention – Joanne Lipman
Live Life in Crescendo – Cynthia Covey Haller
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Wise Quotes
On Having a Retirement Mentor
"...and he talked about one thing that really resonated with me that I have paid attention to - and that is having a retirement mentor. You don't think about that right? Everybody thinks about having a work mentor. We have mentors at work and I had done this in a way before I retired. I invited people who had retired to lunch and I said Okay what do I need to know about retirement? But the thing is everybody's retirement journey is so different and so some would say things like There's nothing to know about retirement. It's it's so easy and it's so great and there's nothing to learn. And other people would say Well, you know I struggled a lot with the schedule." And so interestingly, my retirement mentor has been the same career mentor that I had and she retired about five years ahead of me. I admire what she has done and so I continue to use her as my retirement mentor."
On Trying New Things
"So first for about a year a half, you just have a great big honeymoon. It's just fun, fun, fun, fun, fun. And then you start looking at different things to do. And then you start feeling a loss. Well, I think I simultaneously, like on day one, jumped in on all three things simultaneously. So I did vacation, in fact, and since we retired in May, I've been on nine different trips and I've been to Colorado many times, that's where my daughters are, Norway, Michigan, New York, Galapagos Islands. So we did lots of honeymooning and vacation. And then at the same time, I did a lot of experimentation. I took some new classes through a retirement group. I explored some new things, with my husband, we explored some new faith communities. We hired a personal trainer. I got into yoga. I started to deeply understand our financial planning. I had known it as a superficial level.
Phased Retirement – Jennifer Barnes
Saison 7 · Épisode 300
lundi 19 août 2024 • Durée 21:55
Check our Best Books for Retirement
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Have you considered phased retirement? Most working people dream about that day when they'll ride off into the sunset and into retirement. But a full stop retirement isn't for everyone. It can make the transition to retirement quite challenging. Many people are choosing insread to glide into retirement. Phased retirement is trending as a way to gradually retire, on your own terms. It's essential a flexible work arrangement. Our guest today is Jennifer Barnes, a CEO, who shares her experiences with phased retirement in her company.
Jennifer Barnes joins us from San Diego.
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Bio
Jennifer Barnes, CEO of Optima Office, graduated with a Finance and Marketing degree from the University of Arizona, earned an MBA from San Diego State University, and completed the Becker CPA coursework. She spent 15 years as a Controller for numerous companies and non-profits throughout San Diego before starting her first company in 2012, which was the 5th fastest-growing company in San Diego in 2016 and made the Inc 5000 in 2017 and 2018. Jennifer has won numerous awards as the CEO of the two companies she founded. Her favorite is the best place to work because having high retention and happy staff is what drives her.
Both of her companies have made it into the Inc 5000 and SDBJ’s fastest-growing companies list. Between 2021-2023, Jennifer was named Woman of the Year by SDBJ, received the top corporate citizen award, made it in SD’s top 500 most influential leaders, and the top 50 Women of Influence in Accounting and Finance for two years in a row. She was also recognized as a finalist for the Entrepreneur of The Year 2024 Pacific Southwest program.
Jennifer has sat on many boards in her career and currently sits on the board of The Better Business Bureau, NuFund Venture Group (formerly Tech Coast Angels), Junior Achievement, and a publicly traded company, Presidio Property Trust (SQFT). She volunteers her time at SDSU and the REC at Miramar College by participating in mentor programs and as a judge in various student competitions. She is currently a member of Rotary 33, Vistage International, Entrepreneurs Organization (EO), Young Executives Council, and Social Venture Partners.
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For More on Jennifer Barnes
Company Website
Fortune Article: I’m a CEO and 12 of my employees are in ‘flextirement.’ With boomers opting not to retire, the arrangement will become more common
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Podcast Episodes You May Like
Is Your Company Ready for the Aging Workforce? – Paul Rupert
Unretired – Mark S. Walton
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Mentioned in This Episode
Poem - The Summer Day by Mary Oliver
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Wise Quotes
On Why Phased Retirement Works
"What's interesting, Joe, is that at Optima, we've always had a flexible work environment and we didn't really think about it as flex retirement because we've always allowed employees to work whatever hours made sense for them. But as we looked at our workforce, we realized that many of our employees are over 50, some over 60 and some are even 70 and over. And what we find with these employees is they have a wealth of knowledge. They are so experienced, they've worked in so many different industries, and they can really add a ton of value to our clients. And so if we can capture these people's attention and get them to work with us on hours that make sense for them, whether it's 16 hours a week or 30 hours a week or somewhere in between, it is incredibly efficient. It is such a huge value add to our clients. The employees themselves really get a chance to work for different companies and not fully retire but still be engaged and many of them say, keeps them young."
On Leading a Team with Flexible Retirement
"When we're on, we're on. And so when you're billing clients and you're working on an hourly basis to help peop...
A Season for That – Steve Hoffman
Saison 7 · Épisode 299
lundi 12 août 2024 • Durée 29:15
The early registration discount for Design Your Life in Retirement ends on August 15th. Register here
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If you're pondering early retirement, have you considered another option? For some people a sabbatical offers an an opportunity to recharge, reflect and to experience a new adventure.
Steve Hoffman's book A Season for That details the experience of an extended leave with his family in a winemaking village in France. It may inspire you to imagine what a sabbatical experience may do for you. While your vision for a sabbatical may be quite different, you'll be interested in hearing what he learned from it - and how it's shaping his ideas about retirement.
Steve Hoffman joins us from Minnesota.
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Mentioned in This Episode
The Sabbatical Project | Inspiration for the Experience of a Lifetime
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Bio
Steve Hoffman is a Minnesota tax preparer and food writer. When he dies, the tax-preparer-food-writer industry will die with him. He is a French speaker and shameless Francophile. His writing has won multiple awards, including the 2019 James Beard M.F.K. Fisher Distinguished Writing Award. He has been published in Food & Wine, The Washington Post, The Minneapolis Star Tribune, and Artful Living magazine. His first book, A Season for That: Lost and Found in the Other Southern France, published in July 2024, edited by Francis Lam. It is the story of his family's gradual (then precipitous) acceptance into a tiny winemaking village, of his bottom-up education in Mediterranean food and wine, and of a hard-won self-acceptance in mid-life.
Hoffman shares one acre on Turtle Lake, in Shoreview, Minnesota, with his wife, Mary Jo, their elderly and entitled puggle, Jack, roughly 80,000 honeybees, and a nesting pair of sandhill cranes who summer in the back yard.
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For More on Steve Hoffman
A Season for That: Lost and Found in the Other Southern France
Website
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Podcast Episodes You May Like
Edit Your Life – Elisabeth Sharp McKetta
Practicing Retirement STILL – Mary Jo Hoffman
Inward Traveler – Francine Toder PhD
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Wise Quotes
On Investments for Retirement
"I would wish on behalf of my clients that they started spending their money a little bit earlier in a lot of cases. Money is a means not an end. It's very easy to slide that over into the 401k and you're watching that grow and it seems as if you're accomplishing something that's more or less automated. And there can be a form of losing sight of other important things that are really also investments, if you think about family, if you think about friendships, and if you think about skills that are outside of work. Those are investments too, and they have an ROI, and they pay off later and they require a certain amount of deferred gratification, but they're in many ways as important. But I do think that those other things are more intangible, they're harder to put a price tag on."
On Seasons of Life
"And when you live in wine country you realize not every vintage is better than the last vintages. There are good vintages and bad vintages, but they come around every single year, and you live your life there by saying, Okay, this is the season for the harvest, this is all we do right now, this is what this part of the world is offering us, and we have no choice but to do this because this is what the season tells us we need to do. And if that leads to a bad vintage, that's okay, you did your best. And then that same harvest is going to come around next year, and you're going to give it another effort. So I just found it a really refreshing way of looking at life. And then there is an additional element to that which is that there are sort of seasons of the year, but then there are seasons of a life. And there are times when you need to be a parent, and you can't do other things that you might like to...
Is Your House in Order? – Adam Zuckerman
Saison 7 · Épisode 298
lundi 5 août 2024 • Durée 17:47
Do you have your affairs in order? There's a lot to consider with something that is often put off: End-of-Life Planning. Attorney Adam Zuckerman, founder of Buried in Work, a website with resources to simplify estate planning and end-of life planning tasks. Adam joins us to discuss the steps you should take, the differences between wills and trusts, how assets are distributed and more.
Adam Zuckerman joins us from Maryland.
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Bio
Adam Zuckerman is an experienced attorney and the founder of Buried in Work. His platform focuses on making estate planning accessible and comprehensive for everyone. Adam’s personal experiences and professional expertise make him a visionary in transforming how we think about securing our legacies.
Formerly, he was Director, Ventures & Innovation at Discovery, Inc. His role was often described as the company’s global intrapreneur and futurist,responsible for identifying new technologies for implementation, investing in startups, and serving as the primary contact for startups. Adam earned his BA in Political Science, and his JD, and MBA from Washington, University in St. Louis.
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For More on Adam Zuckerman
Website - Buried in Work.com
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Podcast Episodes You May Like
Living Like You Mean It – Jodi Wellman
Ride or Die – Jarie Bolander
On My Way Back to You – Sarah Cart
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Mentioned in This Episode
In Memoriam - Bob Newhart
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Wise Quotes
On Estate Planning
"Using the legal background and my business background, I was executor. My Mom's still around. I hopped in and started taking very diligent notes of everything that I was doing to transition the estate. When I met with my Mom's financial planner to show her everything I had done and I was literally, this is the reason why I called this company Buried in Work. This is the form that I filled out. She said it was the most comprehensive transition she's ever seen in her life and I had to give it away. We created a website. We thought it would just be a small site that had a few tips and tricks to help people in a similar situation. What we found was very surprising. In under a week, we had over 10,000 visits to the website and since then it has turned into an online repository for do-it-yourselfers and for people that are seeking guided approach and help for end of life products, for estate tips, for simplification of that entire process. Buried in Work came out of an experience and is helping a lot of people. Most people think that having a will or having a trust is estate planning, and that is a very comprehensive component to it. It's a foundational component to it, but the reality is, it is so much more than that. Comprehensive estate planning really means that you have to have your family members, your heirs, your loved ones in a position to step in, in the event that you are incapacitated. It leads up to everything. They have to have advanced directives in place to know where they are, because the reality is that after you pass away, the estate takes on average in America 570 hours to administer, and that's a lot of time that most people don't have. So what comprehensive estate planning really means is positioning everyone to have the information and the resources they need, so when things do get tough and complicated, they aren't figuring things out for the first time."
On Getting Organized
"Our recommendation is first of all, get organized. Figure out what you want to do. Get all your documents in place because that is an important step in the process. In step three, you have to tell those individuals who are going to be impacted and the key people in your life. Because if you have these documents in place and they don't know where to go and look, then it's as if they don't exist at all. "
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About Retirement Wisdom
I help people who are retiring,
Living Like You Mean It – Jodi Wellman
Saison 7 · Épisode 297
lundi 29 juillet 2024 • Durée 25:33
Don't put it off:
Design Your New Life in Retirement Group Program
Register here
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Last week before heading off on a family vacation in Colorado, I was reminded of the power of a deadline. Getting things done before vacation is one thing, but are there things you really want to do but are putting them off? Jodi Wellman, author of You Only Die Once: How To Make It To The End With No Regrets, discusses how to leverage the power of temporal scarcity, and offers practical advice on how to break out of autopilot to live more fully. Jodi Wellman challenges us to confront our mortality head-on and use it as motivation to live more purposefully. Her work combines insights from Positive Psychology and her personal experiences, with a refreshing take on how awareness of death can actually enhance our lives. You'll want to try out Jodi's Life Calculator and discover how to "live like we mean it."
Jodi Wellman joins us from California.
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Bio
Jodi Wellman is a former corporate executive turned executive coach and the author of You Only Die Once: How To Make It To The End With No Regrets. She has a Master's in Applied Positive Psychology from the University of Pennsylvania, where she is an instructor in the Master's program and a trainer in the world-renowned Penn Resilience Program. She is a Professional Certified Coach with the ICF and a Certified Professional Co-Active Coach from CTI. She has coached and spoken with clients like American Express, Fidelity, pwc, Royal Bank of Canada, BMW, and more, and runs her own business, Four Thousand Mondays. She lives between Palm Springs and Chicago with her husband and cat, Andy.
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For More on Jodi Wellman
You Only Die Once: How To Make It To The End With No Regrets
Website
Life Calculator
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Podcast Episodes You May Like
Edit Your Life – Elisabeth Sharp McKetta
Happier Hour – Cassie Holmes, PhD
The Wisdom and Wonder of Uncertainty – Maggie Jackson
The Portfolio Life – Christina Wallace
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Wise Quotes
On The Value of Deadlines
"And it's all about how when we are made aware, consciously, we focus on the ending of something that is temporary or rare, like a limited time only thing. Well, our perception of its value definitely increases. If we knew we would live forever, which sometimes is a fantasy. And to be honest, other than it sounding exhausting, if we knew we were going to live forever, we would never take action on anything because there'd be no real literal deadline. You'd just say, Yeah, I'll go and take that college course maybe like in the next thousand years, because you could do it. But we'd never get anything really done. We unfortunately need the deadline and it can be a bummer, but it's the activating force that can help us to get going on our dreams and our intentions."
On the Life Calculator
"So my company, I called 4,000 Mondays, because we roughly get 4,000 weeks, with the math of working backwards. First of all, if you want to calculate how many Mondays you have lived so far, good for you. And let's celebrate those years and Mondays. That's amazing. But more importantly, what do you have left? So for example, I know I have 1,814 left if I live an average female life to 83. Men live till an average of 78, at least in the US to make this a localized calculation. And the math would be that you take either the 83 or the 78 or 80 if you don't identify with other gender, and minus your current age, and then multiply by 52. And that number is designed to make you go Oh!"
On Identity & Purpose in Retirement
"Identity is a real thing. A lot of people will end up re-evaluating life in a new retirement or even, have been in retirement for a while. and say, it actually gives me such delight to know that my purpose is to just be a really good grandfather or I'm the best dog parent there is,
Making a Difference by Mentoring – Jay Silverman
Saison 7 · Épisode 296
jeudi 25 juillet 2024 • Durée 33:51
How will you make a difference?
Registration for the next Designing Your New Life Group is now open. Learn more here.
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When it comes time for your next chapter, do you want to make a difference? One avenue to do so is through mentoring. In director Jay Silverman’s new heartwarming film “Camera” Beau Bridges plays Eric, an aging repairman who forges an unusual friendship with Oscar, a bullied nine-year-old who can’t speak, but finds a voice through photography under Eric’s mentorship.
Jay Silverman joins us from Los Angeles.
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Bio
For over 40 years, Jay Silverman has excelled as a leading Director, Producer, and Photographer specializing in award-winning films, television, digital, and print campaigns; having worked with renowned celebrities such as Denzel Washington, Beyonce, Quentin Tarantino, Jamie Foxx, and Ray Charles. His advertising clients include IBM, Coors, Panasonic, Disney, Budweiser, CBS, ABC, Pepsi & Apple.
His current dramatic feature ‘Camera’, stars Golden Globe, Emmy, and Grammy Award Winner Beau Bridges, Jessica Parker Kennedy, Scotty Tovar, Bruce Davison, and Miguel Gabriel, released on Amazon and Apple in July 2024.
Jay's narrative films have been awarded numerous Best Feature and Audience Awards at festivals across the country, along with being honored with Belding, Telly, Promax, and Lucy Awards for his commercial work. In addition, he has also been recognized for his achievements in creating and producing many national PSA campaigns for the American Cancer Society, the Foundation for the Junior Blind, the Governor's Council on Physical Fitness, and the Sierra Club.
Some of his early directorial work was for the original launches of the smash hit TV series "American Idol", "Desperate Housewives", "NYPD Blue", "The Drew Carey Show", and many more. Jay Co-Created and Executive Produced "The Cleaner", an hour-long drama for Paramount Pictures, which aired on A & E. Additionally, he produced and directed 40 episodes of "One on One" for TV One featuring many stars like Beyonce, Denzel Washington, Usher, Jamie Foxx, and Terrence Howard. Jay also produced and directed a one-hour special titled "Inside the Rings with Troy Aikman" airing on Fox before the 2011 Super Bowl to much success.
Other notable shows include "Roots 30 Year Anniversary Special" for TV One, "The Secret Things of God" for Fox, and "D'Jango Unchained", a one hour special for The Weinstein Company.
A graduate of Brooks Institute in Santa Barbara with a Master of Science Degree, Jay founded Jay Silverman Productions in 1979 in Hollywood California, and built a 40,000 square foot facility including 3 sound stages. Jay lives in Santa Monica, California, with his three wonderful daughters.
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For More on Jay Silverman
Website
Watch Camera:
Apple
Amazon
Trailer
Beau Bridges Interview: The Film That Lit My Fuse
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Podcast Episodes You May Like
Mastering Your Transition to Retirement
The Mutual Benefits of Intergenerational Volunteering – Atalaya Sergi
Some Kind of Heaven – Lance Oppenheim
Take the Detour – A Second Act Career Story – Melissa Davey
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Mentioned in This Podcast Episode
John Wooden's Pyramid of Success
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Wise Quotes
On Camera
"And that's kind of the fun part of the whole movie. Well, you're tying it into my personal life because I have three daughters and my last child was born through much premature. And the backstory on that is we decided to use her backstory for the protagonist, the young little nine year old boy, because when she was born at less than two pounds, they damaged her trachea and her vocal cords during incubation multiple, multiple times, and subsequently, she could barely talk. And we thought that that backstory would be not only accurate, because I lived it,
The Laws of Connection – David Robson
Saison 7 · Épisode 295
lundi 22 juillet 2024 • Durée 38:21
Start finding your new tribe. Registration for the next Designing Your New Life Group is now open. Learn more here.
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Get smarter about social connections. Science journalist David Robson rejoins us to discuss his new book The Laws of Connection: The Scientific Secrets of Building a Strong Social Network.
David Robson joins us from London.
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Bio
David Robson is an award-winning science writer specialising in the extremes of the human brain, body and behaviour.
After graduating with a degree in mathematics from Cambridge University, he worked as a features editor at New Scientist for five years, before moving to BBC Future, where he was a senior journalist for five years. His writing has also appeared in the Guardian, the Atlantic, Aeon, Men’s Health and many more outlets. In 2021, David received awards from the Association of British Science Writers and the UK Medical Journalists’ Association for his writing on misinformation and risk communication during the COVID pandemic, and in 2022, he was a finalist for the Best British Science Journalist of the Year Award.
David’s first book, The Intelligence Trap, was published in 2019, and received worldwide media attention. His second book The Expectation Effect was a BBC Radio 4 Book of the Week and won the British Psychological Society Book Award. His third book, The Laws of Connection, was published in June.
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For More on David Robson
Website
The Laws of Connection:The Scientific Secrets of Building a Strong Social Network
David's First Conversation with Us: The Expectation Effect
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Podcast Episodes You May Like
Self-Compassion – Dr. Kristin Neff
How to Make New Friends in Retirement – Dr. Marisa G. Franco
Will You Flourish or Languish? – Corey Keyes
Happier Hour – Cassie Holmes, PhD'
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Planning for retirement?
Check out our recommended Best Books on Retirement. Some may surprise you...
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Wise Quotes
On The Importance of Social Connectivity
"I was blown away really by the strength of the link between social connection and health and wellness. So we've known since the 1970s, that the number of social connections that people have and the quality of those connections can predict longevity and general health across the lifespan. So people who not only have more connections, but also feel really supported and understood by the people around them, do tend to live longer. And that's just been replicated hundreds of times. So the evidence base is really unquestionable, in my opinion. And we know that it at least equals the other lifestyle factors that we take for granted now, things like obesity, or remaining at a healthy weight, how much exercise you do, whether you smoke, whether you drink, whether you take medication for your hypertension - all of those things we accept as being important for our health and longevity. But when you look at the effect sizes, they've been measured in these huge studies, you find that people's social connection is just as important. I found that really surprising just how important it was."
On Meaning
"It was very clear to me that social connections are important, as C .S. Lewis said, for providing meaning in life. C.S. Lewis claimed that they didn't have any survival value though, that friendship wasn't important for survival. And what this research really showed is that actually, it does give us meaning in our life, but it's also incredibly important just to live a long and healthy life. So, I wanted to try to do my part in raising this awareness and let people know, not just how important that is, but then how they can overcome those psychological barriers to achieve that connection that we all deep down really crave."
On Cognitive Biases and Social Connection
"So that's one bias.
Your Next Act – Robert B. Tucker
Saison 7 · Épisode 293
jeudi 18 juillet 2024 • Durée 23:58
You may not know yet when you'll retire, but there will be a broader context for your retirement. And while no one knows exactly what the future will bring, it's wise to consider emerging trends that may impact your next act. Futurist Robert B. Tucker joins us to discuss some of those trends - and why you need to "futurize" your next act in your third trimester of life.
Robert Tucker joins us from Santa Barbara, California.
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Take Charge of Your Future.
Learn more about our next Design Your Life group program starting in September.
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Bio
Robert B. Tucker is president of The Innovation Resource (TIR), and an internationally recognized leader in the field of innovation. Formerly an adjunct professor at the University of California, Los Angeles, Tucker has been a consultant and keynote speaker since 1986.
His pioneering research in interviewing over 50 leading innovators was published in the book Winning the Innovation Game in l986. Since then, he has continued to publish widely on the subject, including his international bestseller Managing the Future: 10 Driving Forces of Change for the New Century, which has been translated into 13 languages. In Driving Growth Through Innovation he identified the emerging best practices of 23 innovation vanguard companies. And in his latest work, Innovation Is Everybody's Business, Tucker interviewed 43 innovation-adept individuals from multiple industries and all levels of organizations, and teaches the personal skills necessary to become an innovator in this hyper-competitive world."
As one of the thought leaders in the growing Innovation Movement, Tucker is a frequent contributor to publications such as the Journal of Business Strategy, Strategy & Leadership, and Harvard Management Update. He has appeared on PBS, CBS News, and was a featured guest on the CNBC series The Business of Innovation.
The Innovation Resource, based in Santa Barbara, California, is a consulting firm devoted exclusively to assisting companies seeking to improve top and bottom line performance via systematic innovation.
Tucker is a much sought after keynote speaker at conventions, company management meetings, and industry conferences. Clients include over 200 of the Fortune 500 companies as well as clients in Europe, the Americas, Asia-Pacific, and Australia.
Robert Tucker resides in Santa Barbara, California with his wife, Carolyn McQuay, and daughter Cara Rose Tucker.
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For More on Robert B. Tucker
Website
Books
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Podcast Episodes You May Like
The Balancing Act in Retirement – Stew Friedman
The Portfolio Life – Christina Wallace
The Future You – Brian David Johnson
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Mentioned in This Podcast
Reimagining Retirement: It’s Time to Futurize Your “Third Act”
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Wise Quotes
The Gift of Longevity
"I'm seeing a need to refocus institutions and companies and organizations, but also, if we take this into kind of the personal level, to reimagine and reinvent how we're approaching this thing called retirement. The one thing that the Boomers really are coming up short on is affiliation. We're not joining the clubs, the service clubs, like our forebearers did. Well, these retiring Boomers are part of a larger mega-trend right now. It's the aging of Western societies, and Japan, China, and South Korea, and really a significant chunk of the world's population, getting older due to medical breakthroughs and healthier lifestyles. The fact is, we're living longer, Joe, 30 extra years is what they're saying, compared to a person 100 years ago. So we've been kind of given this gift. Right now, in America, there are 78 million people in the US over the age of 65. And they're outnumbering the under 18 population for the first time in history. And think about this. Where is this going?"
On Taking Charge of Your Future
Not Too Late – Gwendolyn Bounds
Saison 7 · Épisode 292
lundi 15 juillet 2024 • Durée 29:52
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Who do you want be when you grow up? It's a question we were all asked in our youth - and it may be a fruitful question to consider now as you consider your next phase of life. It was a catalyst for our guest today in taking up a challenging pursuit that was way outside her comfort zone. Your new pursuit may be very different from hers, but her experience may inspire you take up something new - something challenging that will make you excited about each day ahead. Gwendolyn Bounds, author of Not Too Late: The Power of Pushing Limits at Any Age, joins us from New York.
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Bio
Gwendolyn (Wendy) Bounds is an award-winning journalist and author of multiple books, including her newest — Not Too Late: The Power of Pushing Limits at Any Age — which will be published in June 2024 by Ballantine Books.
Bounds currently works as Vice President of Content & U.S. Media Partnerships for SmartNews, a news & information curation platform powered by machine learning and human wisdom. Before coming to SmartNews in 2022, Bounds was Vice President & Chief Content Officer for Consumer Reports overseeing editorial strategy, content creation and operations for all the brand’s print, video and digital products. Prior to that she worked at The Wall Street Journal for two decades in multiple leadership and content development roles.
In her non-office time, Bounds competes in obstacle course racing — a demanding military-style sport requiring speed, endurance, mobility, and strength. The story of her transformation from an unathletic office executive glued to her screens into an age-group medalist and Spartan Race world championship competitor is chronicled in her new book Not Too Late.
Bounds’ first non-fiction book, Little Chapel on the River: A Pub, A Town and the Search for What Matters Most was published in 2005 by William Morrow. The critically-acclaimed book recounts her experiences at an old Irish pub in New York’s historic Hudson River Valley after the terrorist attacks of Sept. 11, 2001.
Bounds previously served as a regular on-air contributor to ABC News, including its Good Morning America show, for general consumer economic issues and has appeared on CNBC, The Weather Channel, CNN, MSNBC, DIY Network and Fox News. She is a seasoned speaker and moderator on topics of leadership, business and media.
Bounds was an executive producer of the Emmy-nominated NBC TV series, “Consumer 101,” which she helped launch at Consumer Reports in 2019. That same year, Bounds was named one of Folio’s Top Women in Media. Bounds was executive producer on a short-form documentary called “A Beautiful Death,” part of a Consumer Reports multimedia package that was a finalist for a National Magazine Award.
A native of North Carolina and graduate of the University of North Carolina at Chapel Hill, Bounds is a past board member of the university’s Board of Visitors, General Alumni Association and the Hussman School of Journalism & Media. Bounds is also a member of the North Carolina Media & Journalism Hall of Fame.
She currently lives and trains in New York’s Hudson River Valley and serves as a board member for multiple nonprofits, including American Public Radio’s Marketplace franchise, the award-winning Highlands Current nonprofit community news organization and the Constitution Marsh Audubon Center.
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For More on Gwendolyn Bounds
Not Too Late: The Power of Pushing Limits at Any Age
Website
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