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
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…
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 …
Retiring? Don’t drift into the lazy river. Design Your New (active and interesting) Life. Learn More _______________________ In days gone by, people used to think they were done – and headed off t…
Retiring? Don’t dr…
Retiring? Don’t drift into the lazy river. Design Your New (active and interesting) Life. Learn More _______________________ In days gone by, people used to think they were done – and headed off to retirement. Not any more. Now, the questions to ask yourself are what’s my potential for the likely decades that lie ahead? And how can I live well – and wisely? Ben Lytle, former CEO of Anthem, and author of The Potentialist: The Pursuit of Wisdom, believes that wisdom and potential are our ideal adaptive responses for the interesting times we’re living in today. He also believes that w…
It’s Thanksgiving here in the US. And there’s always a lot we can be grateful for – if we’re paying attention. This Best Of episode spins through a few of our guests who shared their experienc…
It’s Thanksgiving …
It’s Thanksgiving here in the US. And there’s always a lot we can be grateful for – if we’re paying attention. This Best Of episode spins through a few of our guests who shared their experiences, insights and wisdom about gratitude. Often they found gratitude to be extremely valuable in times of adversity in their lives. I think they just might inspire you to keep gratitude going long after your tryptophan-induced nap on Thursday. If any of the clips on gratitude intrigue you, click on the links below to listen to the full conversations. Wishing you a Happy Thanksgiving! ______________…
Is 2025 your year? Join our Design Your New Life in Retirement Program – two new groups start in January. Early registration discount ends November 30th | Only a few spots left. Learn more _________…
Is 2025 your year? J…
Is 2025 your year? Join our Design Your New Life in Retirement Program – two new groups start in January. Early registration discount ends November 30th | Only a few spots left. Learn more ______________________ When you’re retiring, you think of what you’re leaving. Your work. Your paycheck. Your office. Your colleagues. But what’s next? There are many benefits to taking on something new. Something that’s challenging, and maybe even out of the box. Stephen Riggio shares his experience. Stephen Riggio joins us from New York. _______________________ Bio Stephen Riggio is a visionary l…
Your retirement? You could wing it, but that’s not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more ____________________…
Your retirement? You…
Your retirement? You could wing it, but that’s not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ To retire or to work longer? There’s another option that may be just right for you – semi-retirement. We catch up with Liz Weston, who retired from NerdWallet earlier this year on how its working for her – and what you can learn from her experience. Liz Weston joins us from California. _______________________ Bio Liz Weston is an award-winning personal Finance columnist, speaker, comment…
Take Charge of Your Future. Imagine Possibilities with Design Thinking – and Test Them. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more __________…
Take Charge of Your …
Take Charge of Your Future. Imagine Possibilities with Design Thinking – and Test Them. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ Getting older brings questions. Debra Whitman, PhD, the Chief Public Policy Officer for AARP, had questions, too. Her research led her to write the new book “The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond.” You’ll benefit from her insights from interviews with experts and takeaways from cutting-edge research across a range of topics including brain healt…
Is it time to work on what you’ll be retiring to? Join our upcoming Designing Your New Life Group Program Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET) starting in January. 🔹 Li…
Is it time to work o…
Is it time to work on what you’ll be retiring to? Join our upcoming Designing Your New Life Group Program Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET) starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants. Don’t miss your chance to join at a discounted rate. Kick off 2025 with a supportive community of others designing their new life in retirement. Learn more ____________________________ Happiness and meaning have long been considered the foundations of The Good Life. But there’s a key third element that’s overlooked in what co…
What’s Next? Get in front of your life in retirement. Early Bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine y…
What’s Next? Get…
What’s Next? Get in front of your life in retirement. Early Bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants. Don’t miss your chance to join at a discounted rate—secure your place now and start 2025 with intention and connection. Learn more ___________________ How can redirect your skills and exper…
Early bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from t…
Early bird registrat…
Early bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants, and only 4 spots remain in each. Don’t miss your chance to join at a discounted rate—secure your place now and start 2025 with intention and connection. Learn more_____________________ How could your choices today impact your life tomorrow? 8 …
Design Your Future. Embrace Your Freedom. Early Bird discounted registration is now open for our next Designing Your New Life Group Program – with a Thursday group and a Friday group beginning in …
Design Your Future. …
Design Your Future. Embrace Your Freedom. Early Bird discounted registration is now open for our next Designing Your New Life Group Program – with a Thursday group and a Friday group beginning in January. Each group is limited to 10 participants and only four spots are still open in each group. Learn more ____________________ Who wouldn’t sign up for more joy? Steven Petrow, author of The Joy You Make:Find the Silver Linings–Even on Your Darkest Days, rejoins us to share what he’s learned about joy – and how to cultivate more joy (and gratitude) in your life. Steven Petrow joins us…
A study by Stanford and Encore.org found that the majority of older adults want to give back in some way. Jim Ansara, an AARP 2024 Purpose Prize winner, is making a big difference in his retirement wi…
A study by Stanford …
A study by Stanford and Encore.org found that the majority of older adults want to give back in some way. Jim Ansara, an AARP 2024 Purpose Prize winner, is making a big difference in his retirement with his organization Build Health International. How might you redirect your skills and experience to make a difference? Jim Ansara joins us from Beverly , Massachusetts.____________________ Bio Jim Ansara is a retired general contractor who founded Shawmut Design and Construction in Boston in the early 1980’s and led it to become one of the top 25 construction companies in the US. While at S…
What’s the future of Aging – and how could it impact your healthspan and longevity? Lauren Dunning of the Milken Institute shares her insights on this topic and key trends in innovative housing op…
What’s the future …
What’s the future of aging – and how could it impact your healthspan and longevity? Lauren Dunning of the Milken Institute shares her insights on this topic and key trends in innovative housing options and Technology for older adults. Lauren Dunning joins us from Santa Monica, California. ________________ Bio Lauren Dunning is a director on the Future of Aging team at the Milken Institute, where she develops initiatives and strategic partnerships that advance healthy longevity and financial Security across the life course. In her role, Dunning oversees the Future of Aging Advisory Board, a…
There’s a lot more to retirement than financial planning. If you’re planning for retirement and thinking about how to retire, you’ll need to consider both sides of the equation. The new book b…
There’s a lot more…
There’s a lot more to retirement than financial planning. If you’re planning for retirement and thinking about how to retire, you’ll need to consider both sides of the equation. The new book by Christine Benz, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, leverages insights from 20 experts on the financial and non-financial aspects of Retirement Planning. Christine Benz joins us fro the Chicago area. ______________________ Bio Christine Benz is the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. She is Morningstar’s D…
A lot changes when you retire. That can be daunting, but it also presents valuable opportunities. It gives you a window to recreate a new approach to life now that you’ll have the time and freedom t…
A lot changes when y…
A lot changes when you retire. That can be daunting, but it also presents valuable opportunities. It gives you a window to recreate a new approach to life now that you’ll have the time and freedom to pursue what you’d like to do. Teresa Amabile, co-author of the new book Retiring: Creating a Life That Works for You, joins us to discuss the key lessons from over 200 interviews with 120 people and their experiences in retiring. Teresa Amabile joins us from Massachusetts. _____________________ Bio Teresa Amabile is the Edsel Bryant Ford Professor of Business Administration, Emerita and a Dire…
It’s time to look back at our best podcast conversations from earlier this year. We’ve covered smart moves you can make to optimize your physical and cognitive health and longevity; how a Life Cal…
It’s time to look …
It’s time to look back at our best podcast conversations from earlier this year. We’ve covered smart moves you can make to optimize your physical and cognitive health and longevity; how a Life Calculator can give you a wake up call and stop you from procrastinating, and why more people are rejecting the idea of a traditional retirement – and choosing their own adventure. We also explored why our retirement system in the US needs an overhaul; how you can make today your last bad day; how social connections affect your health – and what you can do about it. Listen in for insights to help…
What constitutes a good life? Marc Schulz, co-author of The Good Life: Lessons from the World’s Longest Scientific Study of Happiness, highlights useful insights from the Harvard Study of Adult Dev…
What constitutes a g…
What constitutes a good life? Marc Schulz, co-author of The Good Life: Lessons from the World’s Longest Scientific Study of Happiness, highlights useful insights from the Harvard Study of Adult Development, which has been running for over eight decades. You’ll hear advice you can use in building your good life. Marc Schulz joins us from Bryn Mawr, Pennsylvania. _____________________ Bio Marc Schulz is the associate director of the Harvard Study of Adult Development and the Sue Kardas PhD 1971 Chair in Psychology at Bryn Mawr College. He also directs the Data Science Program and previously…
What’s that sound? Our guest today explains that it’s the retirement savings bomb ticking louder. Listen in and get smarter about RMDs, Roth IRAs – and the tax bomb that’s ticking louder for y…
What’s that sound?…
What’s that sound? Our guest today explains that it’s the retirement savings bomb ticking louder. Listen in and get smarter about RMDs, Roth IRAs – and the tax bomb that’s ticking louder for you. Ed Slott joins us from New York. _______________________ Bio Ed Slott is the author of The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings and Ignite Your Financial Freedom. Ed is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is kn…