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Joe Casey Retirement Coach, Podcaster

Joe Casey is an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his Coaching work with clients and from his own life and career. After a 26-year career in Human Resources with Merrill Lynch, Joe shifted gears and retired early at age 52 to become an executive coach. His executive coaching practice has been named as one of the Top 10 Leadership Development Consulting Companies for 2019 by HR Tech Outlook magazine. He now also works to help people design their lives following their corporate careers, helping them pursue second act careers or to successfully navigate their transition to retirement.

Joe holds Masters degrees from the University of Southern California (Gerontology), the University of Pennsylvania (Organizational Dynamics) and Middlesex University UK (Executive Coaching) and a BA from the University of Massachusetts at Amherst (Psychology). In college, he was a cartoonist for the daily newspaper and brings visual problem-solving skills – and humor – to his coaching.

Joe earned his coaching certification from Columbia University and is a Certified Retirement Coach through Retirement Options. In addition Joe is also a Certified Designing Your Life Coach, through Bill Burnett and Dave Evans, authors of the book Designing Your Life.

Joe lives with his wife Pat, their four children and three dogs in New Jersey. He is an avid sports fan and marathon runner, who suffered a career-ending injury in his 13th marathon, but continues to run indoors.

Recent Content

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Spring Training (For The Rest Of Your Life) – John Kaag &Raquo; Retirement Wisdom Podcast Feed Logo
Spring Training (for the Rest of Your Life) – John Kaag

In today’s complex, fast-paced world, what can we learn from philosophers? John Kaag thinks we can learn a lot. He’s created an audiobook Spring Training (for the Rest of Your Life), discussing hi…

In today’s complex…

In today’s complex, fast-paced world, what can we learn from philosophers? John Kaag thinks we can learn a lot. He’s created an audiobook Spring Training (for the Rest of Your Life), discussing his ideas highlighting Thoreau, Emerson and William James. He’s also the co-founder of Rebind, an AI company transforming classic literature into interactive, guided experiences. Rebind pairs books with original interactive commentary from some of today’s greatest thinkers who serve as expert guides,  featuring conversations, personal anecdotes, historical context, and reflections. Rebind was n…

Listen · 25:08
What’s Your Cause? – Ed Hajim &Raquo; Retirement Wisdom Podcast Feed Logo
What’s Your Cause? – Ed Hajim

Ed Hajim shares his remarkable journey from a tumultuous childhood—moving through foster homes and orphanages after being kidnapped by his father—to becoming a successful businessman and philanthr…

Ed Hajim shares his …

Ed Hajim shares his remarkable journey from a tumultuous childhood—moving through foster homes and orphanages after being kidnapped by his father—to becoming a successful businessman and philanthropist. Hajim explains how his experiences became advantages later in life, teaching him adaptability, resilience, and self-confidence that fueled his success at the University of Rochester and beyond. Now dedicated to giving back, he focuses on helping young people through scholarships and Education initiatives, guided by his philosophy that “anything is possible, education is the solution to ev…

Listen · 46:28
Stop People Pleasing – Hailey Magee &Raquo; Retirement Wisdom Podcast Feed Logo
Stop People Pleasing – Hailey Magee

Will your next phase be your time? If you’re a people-pleaser, or know someone who is, you’ll want to hear from Hailey Magee, author of Stop People Pleasing and Find Your Power. It’s time to se…

Will your next phase…

Will your next phase be your time? If you’re a people-pleaser, or know someone who is, you’ll want to hear from Hailey Magee, author of Stop People Pleasing and Find Your Power. It’s time to set better boundaries, advocate for your needs and priorities and start living the life you’ve imagined. Hailey Magee joins us from Seattle. ______________________ Bio Hailey Magee is a certified coach who helps people around the world break the people-pleasing pattern and master the art of self-advocacy. Holding a credential from the International Coaching Federation and certified by Erickson Coa…

Listen · 23:20
Talk: The Science Of Conversation – Alison Wood Brooks &Raquo; Retirement Wisdom Podcast Feed Logo
TALK: The Science of Conversation – Alison Wood Brooks

We spend a lot of time each day in conversation. What if you could get better at it? Alison Wood Brooks, author of the new book, Talk: The Science of Conversation and the Art of Being Ourselves, share…

We spend a lot of ti…

We spend a lot of time each day in conversation. What if you could get better at it? Alison Wood Brooks, author of the new book, Talk: The Science of Conversation and the Art of Being Ourselves, shares her research and tips on how to master conversation, become a better listener, navigate difficult discussions – and what makes an effective apology. Alison Wood Brooks joins us from Massachusetts. ________________________ Bio Dr. Alison Wood Brooks is the O’Brien Associate Professor of Business Administration and Hellman Faculty Fellow at the Harvard Business School, where she created and te…

Listen · 35:55
Tiny Experiments – Anne-Laure Le Cunff &Raquo; Retirement Wisdom Podcast Feed Logo
Tiny Experiments – Anne-Laure Le Cunff

Can an experimental mindset help you navigate your transition to retirement? Anne-Laure Le Cunff, author of the new book Tiny Experiments, discusses how to become a scientist of your own life and unlo…

Can an experimental …

Can an experimental mindset help you navigate your transition to retirement? Anne-Laure Le Cunff, author of the new book Tiny Experiments, discusses how to become a scientist of your own life and unlock new habits, interests, and behaviors for your next phase of life. Anne-Laure Le Cunff joins us from Austin. ________________ Bio Anne-Laure Le Cunff is the author of Tiny Experiments: How to Live Freely in a Goal-Obsessed World.  She’s a neuroscientist, entrepreneur, and writer. A former Google executive, she went back to university to earn a Ph.D. in Psychology & Neuroscience from King�…

Listen · 26:09
Layer Upon Layer – David Horton, Md &Raquo; Retirement Wisdom Podcast Feed Logo
Layer Upon Layer – DavId Horton, MD

Our guest today notes that “retirement is a little bit like life. It’s likely to be different than you think it’s going to be.” David Horton, MD shares the story of his life wife Dee Dee, and …

Our guest today note…

Our guest today notes that “retirement is a little bit like life. It’s likely to be different than you think it’s going to be.” David Horton, MD shares the story of his life wife Dee Dee, and carrying on her mission and Legacy. He discusses her book, Layer Upon Layer, which he helped complete. David Horton joins us from Washington State. _____________________ Bio David Horton, a retired oncologist turned book editor, spent his career driven by a deep passion for science and genuine connection with his patients. After completing his residency, he moved to the Pacific Northwest, where he…

Listen · 24:52
Our New Social Life – Natalie Kerr &Amp; Jaime Kurtz &Raquo; Retirement Wisdom Podcast Feed Logo
Our New Social Life – Natalie Kerr & Jaime Kurtz

A lot will change once you retire and you may need build a new a social circle. Natalie Kerr and Jaime Kurtz join us to share research-backed strategies you can use to build and strengthen meaningful …

A lot will change on…

A lot will change once you retire and you may need build a new a social circle. Natalie Kerr and Jaime Kurtz join us to share research-backed strategies you can use to build and strengthen meaningful Relationships from their new book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. Natalie Kerr and Jaime Kurtz join us from Virginia. ______________________ Bios Natalie Kerr, Ph.D., is a social psychologist and award-winning professor at James Madison University, where she studies social connection and loneliness. Her work has been published in journals such as …

Listen · 33:42
Lessons Learned In Retirement That Can Help You – Judith Nadratowski &Raquo; Retirement Wisdom Podcast Feed Logo
Lessons Learned in Retirement That Can Help You – Judith Nadratowski

A great retirement takes work – and learning. In her seventh year in retirement, Judith Nadratowski joins us to share her lessons learned so far in her retirement journey – lessons that can help y…

A great retirement t…

A great retirement takes work – and learning. In her seventh year in retirement, Judith Nadratowski joins us to share her lessons learned so far in her retirement journey – lessons that can help you plan better for yours. _____ Bio Judith Nadratowski is her seventh year of retirement after a 40-year career at Cleary Gottlieb, a top international law firm based in New York where she was most recently Manager, Partnership Resources & Executive Committee Matters. You can read more of Judith’s insights, ideas and reflections on retirement on her blog Retirement Commentaries. ____________…

Listen · 28:14
Golden Years – James Chappel &Raquo; Retirement Wisdom Podcast Feed Logo
Golden Years – James Chappel

What’s the current stage of retirement and Aging in the US? And how did we get here? James Chappel discusses his new book Golden Years: How Americans Invented and Reinvented Old Age, the impact of T…

What’s the current…

What’s the current stage of retirement and aging in the US? And how did we get here? James Chappel discusses his new book Golden Years: How Americans Invented and Reinvented Old Age, the impact of The Gray Panthers and why The Golden Girls is “the most important TV show in the history of American aging.” James Chappel joins us from Durham, North Carolina. ___________________ Bio James Chappel is the Gilhuly Family Associate Professor of History at Duke University and a senior fellow at the Duke Aging Center. He’s the author of the new book Golden Years: How Americans Invented and Reinv…

Listen · 33:10
Big Goals – Caroline Adams Miller &Raquo; Retirement Wisdom Podcast Feed Logo
Big Goals – Caroline Adams Miller

Are you thinking big enough about your retirement? You’ll have time for the things you always wanted to do but didn’t have time for in your full-time working years. With a blank canvas to work wit…

Are you thinking big…

Are you thinking big enough about your retirement? You’ll have time for the things you always wanted to do but didn’t have time for in your full-time working years. With a blank canvas to work with, what are the meaningful personal goals you’d like to pursue now? How you start can make the difference. Caroline Adams Miller joins us to discuss her new book Big Goals: The Science of Setting Them, Achieving Them, and Creating Your Best Life  and how you can use a research-backed method to set challenging but attainable goals – and make this year your best year. Caroline Adams Miller join…

Listen · 24:52
The Purpose Code – Dr. Jordan Grumet &Raquo; Retirement Wisdom Podcast Feed Logo
The Purpose Code – Dr. Jordan Grumet

What’s your purpose now? It’s a big question, an important one – and one that many people get stuck on when they retire. Dr. Jordan Grumet believes we need to change how we think about purpose. …

What’s your purpos…

What’s your purpose now? It’s a big question, an important one – and one that many people get stuck on when they retire. Dr. Jordan Grumet believes we need to change how we think about purpose. He rejoins us to discuss his new book The Purpose Code: How to unlock meaning, maximize happiness, and leave a lasting legacy. Jordan Grumet joins us from Illinois. _________________________ Bio Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life’s trajectory. The unexpected loss of his father, an oncologist, ignit…

Listen · 25:03
How To Winter – Kari Leibowitz &Raquo; Retirement Wisdom Podcast Feed Logo
How to Winter – Kari Leibowitz

What mindset are bringing to this winter season? Kari Leibowitz joins us to discuss her book How to Winter: Harness Your Mindset to Thrive on Cold, Dark, or Difficult Days with interesting and useful …

What mindset are bri…

What mindset are bringing to this winter season? Kari Leibowitz joins us to discuss her book How to Winter: Harness Your Mindset to Thrive on Cold, Dark, or Difficult Days with interesting and useful ideas on how to make this winter special. Yes, special. Kari Leibowitz joins us from Amsterdam. ____________________ Bio Kari Leibowitz, author of How to Winter, is a health psychologist, speaker, and writer. She received her PhD in Social Psychology from Stanford University, served as a US-Norway Fulbright Scholar, and taught the “Mindsets Matter” Stanford Continuing Studies Course. Leibowitz…

Listen · 24:51
The New Happy – Stephanie Harrison &Raquo; Retirement Wisdom Podcast Feed Logo
The New Happy – Stephanie Harrison

Happy New Year! What will make you happy this year? Our guest today, Stephanie Harrison, author of New Happy, believes that it’s time to retire the old beliefs about happiness. If you’re moving on…

Happy New Year! What…

Happy New Year! What will make you happy this year? Our guest today, Stephanie Harrison, author of New Happy, believes that it’s time to retire the old beliefs about happiness. If you’re moving on from full-time work, you’ll want to hear her research-based ideas to reimagine what happiness will be like in this new phase of life – and how to move on from the “old happy.” In addition to her book, I highly recommend her newsletter, and join over 1 million people who also love her work. Stephanie Harrison joins us from California. _______________________ Bio Stephanie Harrison is autho…

Listen · 27:16
The Very Best Of 2024 – Retirement Wisdom &Raquo; Retirement Wisdom Podcast Feed Logo
The Very Best of 2024 – Retirement Wisdom

Thinking of retiring? Start here with our Best Books on Retirement summaries. _____________________ Before we move on to a new season of the podcast, let’s catch up on our best conversations with a…

Thinking of retiring…

Thinking of retiring? Start here with our Best Books on Retirement summaries. _____________________ Before we move on to a new season of the podcast, let’s catch up on our best conversations with a question in mind: Which one of these retirement lessons can I apply in 2025? Click the links below for the full conversations: How Not to Age – Dr. Michael Greger The Portfolio Life – Christina Wallace The Balancing Act in Retirement – Stew Friedman The Fourth Quarter – Allen Hunt Living Like You Mean It – Jodi Wellman Retiring: Creating a Life That Works for You – Teresa Amabile Chan…

Listen · 33:56
Your Money Matters In 2025 – Larry Kotlikoff &Raquo; Retirement Wisdom Podcast Feed Logo
Your Money Matters in 2025 – Larry Kotlikoff

Make 2025 your year! Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here _________________________ While we focus on the non-financial…

Make 2025 your year!…

Make 2025 your year! Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here _________________________ While we focus on the non-financial aspects of retirement here, your Money clearly matters. With a new year around the corner we check back in with economist Larry Kotlikoff, author of Money Magic: An Economist’s Secrets to More Money,Less Risk and a Better Life, for his views on what may lie ahead, common mistakes to avoid with Social Security, how you can Maximize (Your) Social Security, why Roth IRA conversions make sense for …

Listen · 28:49
Spiritual Aging – Carol Orsborn, Phd &Raquo; Retirement Wisdom Podcast Feed Logo
Spiritual Aging – Carol Orsborn, PhD

Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here _______________________ As the year winds down,…

Make the New Year Yo…

Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here _______________________ As the year winds down, it’s time to reflect – and look ahead. Carol Orsborn, author of the new book Spiritual Aging: Weekly Reflections for Embracing Life, explains why it’s a wise move to continue that practice  with weekly reflections to tune into the spiritual side of aging. Carol Orsborn joins us from Tennessee. _______________________ Bio Dr. Carol Orsborn is the best-selling author of over 35 books includi…

Listen · 30:14
Slow Living – Stephanie O’dea &Raquo; Retirement Wisdom Podcast Feed Logo
Slow Living – Stephanie O’Dea

Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here  _______________________ It’s a great time of y…

Make the New Year Yo…

Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here  _______________________ It’s a great time of year to slow down. But what about next year? Is it time for slow living? Stephanie O’Dea, author of Slow Living: Cultivating a Life of Purpose in a Hustle-Driven World, shares her personal experiences with slowing down, the benefits of living a different Lifestyle and how to get started. Stephanie O’Dea joins us from California. __________________ BioStephanie O’Dea is a New York Time…

Listen · 25:30
Best Of The Retirement Wisdom Podcast 2024 – Part 3 &Raquo; Retirement Wisdom Podcast Feed Logo
Best of the Retirement Wisdom Podcast 2024 – Part 3

It’s time to catch up on any of our best podcast conversations you may have missed this fall. Listen to any of the full podcast conversations below: Retiring: Creating a Life That Works for You – …

It’s time to catch…

It’s time to catch up on any of our best podcast conversations you may have missed this fall. Listen to any of the full podcast conversations below: Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz The Art of the Interesting – Lorraine Besser, PhD Passion and Purpose – Jim Ansara How to Retire – Christine Benz __________________ Other Best Of Episodes: Best of 2024 – Part Two Best of 2024 – Part One Best of 2023 – Part Three _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted …

Listen · 30:37

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