Discover the tips and strategies that will help you achieve your retirement goals.

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

It all starts right here on Ready for Retirement. for retirement.

Hi, everyone and welcome back to another episode of Ready for Retirement. I'm your host,

James Cannell, and I am very excited for today's episode. And I am not just saying that.

We've had 50 plus episodes or so far in the show. And today is the first time we're bringing on a guest. And we're doing that because I thought this would be a very important

guest to have. Our guest for today is Joe Casey, and Joe is the managing partner of retirement

wisdom. He's an executive coach who also helps people create meaningful lives after their primary

careers come to an end.

Traditionally, we call it retirement, but today with retirements, often lasting 20 to 30 years or more,

it's an opportunity to pivot to something new beyond the world of full-time work.

As a certified design-your-life coach, Joe is trained to help people leverage the principles of design thinking to discover a new direction, one that offers purpose and meaning

in the second half of life. It's not theoretical for Joe. He's done this himself, becoming a coach

12 years ago after a 26-year career at Merrill Lynch, where he was senior vice president and head

of HR for global markets and investment banking. Last fall, business insider named Joe as one of

23 innovative coaches who are making a difference.

Joe, welcome to the show.

Great thanks, James. Great to be here.

I'm excited for this show. So often what I'm talking about is the financial piece.

Retirement. People think about social security and investments and taxes and Medicare and all very,

very important pieces.

But what I was so excited to have you on for, in fact, the first guest ever to the show,

...