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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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Is Semi-Retirement The Best Of Both Worlds? – Liz Weston &Raquo; Retirement Wisdom Podcast Feed Logo
Is Semi-Retirement the Best of Both Worlds? – Liz Weston

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…

Listen · 25:39
The Second Fifty – Debra Whitman &Raquo; Retirement Wisdom Podcast Feed Logo
The Second Fifty – Debra Whitman

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…

Listen · 20:11
The Art Of The Interesting – Lorraine Besser, Phd &Raquo; Retirement Wisdom Podcast Feed Logo
The Art of the Interesting – Lorraine Besser, PhD

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…

Listen · 32:13
Changing Lanes To Make A Difference – Jennifer Jacobs &Raquo; Retirement Wisdom Podcast Feed Logo
Changing Lanes to Make a Difference – Jennifer Jacobs

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…

Listen · 29:59
How To Use Your Head To Save Your Brain – Mitchelll Clionsky, Phd &Raquo; Retirement Wisdom Podcast Feed Logo
How to Use Your Head to Save Your Brain – Mitchelll Clionsky, PhD

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 …

Listen · 32:49
The Joy You Make – Steven Petrow &Raquo; Retirement Wisdom Podcast Feed Logo
The Joy You Make – Steven Petrow

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…

Listen · 32:57
Passion And Purpose – Jim Ansara &Raquo; Retirement Wisdom Podcast Feed Logo
Passion and Purpose – Jim Ansara

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…

Listen · 31:30
The Future Of Aging – Lauren Dunning | Milken Institute &Raquo; Retirement Wisdom Podcast Feed Logo
The Future of Aging – Lauren Dunning | Milken Institute

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…

Listen · 31:52
How To Retire – Christine Benz &Raquo; Retirement Wisdom Podcast Feed Logo
How to Retire – Christine Benz

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…

Listen · 29:52
Retiring: Creating A Life That Works For You – Teresa Amabile &Raquo; Retirement Wisdom Podcast Feed Logo
Retiring: Creating a Life That Works for You – Teresa Amabile

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…

Listen · 37:25
Best Of 2024- Part Two &Raquo; Retirement Wisdom Podcast Feed Logo
Best of 2024- Part Two

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…

Listen · 43:33
The Good Life – Marc Schulz, Phd &Raquo; Retirement Wisdom Podcast Feed Logo
The Good Life – Marc Schulz, PhD

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…

Listen · 29:31
The Retirement Savings Time Bomb – Ed Slott &Raquo; Retirement Wisdom Podcast Feed Logo
The Retirement Savings Time Bomb – Ed Slott

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…

Listen · 28:40
My Last Bad Day – Michael O’brien &Raquo; Retirement Wisdom Podcast Feed Logo
My Last Bad Day – Michael O’Brien

Make no mistake. There’s a lot you can’t control about your retirement. The Economy. The markets. That neighbor. But there is something you can control that will make a big difference in your qual…

Make no mistake. The…

Make no mistake. There’s a lot you can’t control about your retirement. The economy. The markets. That neighbor. But there is something you can control that will make a big difference in your quality of life. Your mindset. Michael O’Brien shares his compelling story and how he learned how to prevent bad moments from turning into bad days. Michael O’Brien joins us from the Garden State of New Jersey. _______________________ Bio Michael O’Brien is President and Founder of Peloton Coaching and Consulting. As a certified executive coach, he has advised, motivated, and inspired Fortune 50…

Listen · 28:31
Strategies For Retiring Right – Rick Atkinson &Raquo; Retirement Wisdom Podcast Feed Logo
Strategies for Retiring Right – Rick Atkinson

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 Retireme…

Retiring right requi…

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. ___________________________ It’s Back to School time. Here’s your reading list to peruse: Best Books on Retirement ___________________________ 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 …

Listen · 28:32
Retire On Fire – Cathy Bishop-Clark &Raquo; Retirement Wisdom Podcast Feed Logo
Retire on Fire – Cathy Bishop-Clark

Time to take charge of your future? Design Your New Life in Retirement ________________________ Transitioning to retirement comes with challenges. And what if you love the work you’re retiring from?…

Time to take charge …

Time to take charge of your future? Design Your New Life in Retirement ________________________ 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. ________________________ 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.…

Listen · 31:37
Phased Retirement – Jessica Barnes &Raquo; Retirement Wisdom Podcast Feed Logo
Phased Retirement – Jessica Barnes

Check our Best Books for Retirement ________________________ Have you considered phased retirement? Most working people dream about that day when they’ll ride off into the sunset and into retirement…

Check our Best Books…

Check our Best Books for Retirement ________________________ 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 compa…

Listen · 21:55
A Season For That – Steve Hoffman &Raquo; Retirement Wisdom Podcast Feed Logo
A Season for That – Steve Hoffman

The early registration discount for Design Your Life in Retirement ends on August 15th. Register here ______________________ If you’re pondering early retirement, have you considered another option?…

The early registrati…

The early registration discount for Design Your Life in Retirement ends on August 15th. Register here ______________________ 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 interes…

Listen · 29:15

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