Wednesday - February 8, 2023
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Contributors

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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Better Sleep, Better You – Dr. Frank Lipman

Sometimes it’s a good idea to get back to basics. A good place is start is sleep. That’s because better sleep has a myriad of positive benefits. But there are a lot of things these days that can g…

Sometimes it’s a g…

Sometimes it’s a good idea to get back to basics. A good place is start is sleep. That’s because better sleep has a myriad of positive benefits. But there are a lot of things these days that can get in the way of better sleep. Dr. Frank Lipman has answers. Dr. Frank Lipman joins us from New York. _________________________ Resolutions not working? Don’t give up on your goals. Get on track with a smarter way: Tiny Habits. _________________________ Bio For Dr. Frank Lipman, health is more than just the absence of disease: it is a total state of physical, mental, emotional, spiritual and so…

Listen · 17:55
Best Of the Podcast – How to Retire Happy

When I talk with new clients about their hopes for their Retirement, many say “I just want to retire happy.” But when we explore what that means and what it will take to retire happy, it becomes c…

When I talk with new…

When I talk with new clients about their hopes for their Retirement, many say “I just want to retire happy.” But when we explore what that means and what it will take to retire happy, it becomes clear that it’s quite different for everyone. For some, it seems that escaping from full-time work will do the trick. But for many people, it’s not that simple. Guests on my Retirement podcast have offered useful insights on how you can indeed retire happy. And the answers may not be what you’re expecting. Listen to the full conversations by clicking the links below: Ready to ROAR? – Michae…

Listen · 19:09
SECURE 2.0 – Pam Krueger

The SECURE 2.0 Act of 2022 brings sweeping changes to Retirement savings plans, with benefits for people planning and investing for Retirement – and for retirees as well. Pam Krueger, CEO of Wealthr…

The SECURE 2.0 Act o…

The SECURE 2.0 Act of 2022 brings sweeping changes to Retirement savings plans, with benefits for people planning and investing for Retirement – and for retirees as well. Pam Krueger, CEO of Wealthramp explains, and also offers her take on what you should be looking for – and looking out for – in a financial advisor. Pam Krueger joins us from Northern California. __________________________ Bio Pam Krueger is a recognized investor advocate and award-winning personal finance journalist and author. She is the founder and CEO of Wealthramp, an advisor matching platform that connects consumer…

Listen · 30:27
The Joy of Saying No – Natalie Lue

There’s a trap many people discover when they transition to Retirement: saying yes to0 soon or too often. The problem? Your hard-earned freedom can be squeezed by commitments to other people’s nee…

There’s a trap man…

There’s a trap many people discover when they transition to Retirement: saying yes to0 soon or too often. The problem? Your hard-earned freedom can be squeezed by commitments to other people’s needs, not your true priorities. Natalie Lue discusses her new book The Joy of Saying No and the specific challenges faced by people pleasers. She’s found that there are five distinct types, and each one comes with it’s own challenges. What boundaries might be wise to set in 2023? Listen in to my conversation with Natalie Lue for sound advice. Natalie Lue joins us from Surrey, England. __________…

Listen · 31:14
Thriving in Place – Lisa Cini

Many people are planning on aging in place. But is aging in place an adequate strategy as your needs evolve? Lisa Cini believes you can think bigger and design your living space to enable you to be th…

Many people are plan…

Many people are planning on aging in place. But is aging in place an adequate strategy as your needs evolve? Lisa Cini believes you can think bigger and design your living space to enable you to be thriving in place. Leveraging emerging technology allows your living environment to adapt to you – instead of the other way around. Lisa Cini joins us from Columbus, Ohio. _________________________ Bio Lisa M. Cini is known as the leading Alzheimer’s and long-term care design expert in the United States and has been widely recognized for her contributions in the field. Lisa continues to design a…

Listen · 28:10