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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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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
Is Your House In Order? – Adam Zuckerman &Raquo; Retirement Wisdom Podcast Feed Logo
Is Your House in Order? – Adam Zuckerman

Do you have your affairs in order? There’s a lot to consider with something that is often put off: End-of-Life Planning. Attorney Adam Zuckerman, founder of Buried in Work, a website with resources …

Do you have your aff…

Do you have your affairs in order? There’s a lot to consider with something that is often put off: End-of-Life Planning. Attorney Adam Zuckerman, founder of Buried in Work, a website with resources to simplify estate planning and end-0f life planning tasks. Adam joins us to discuss the steps you should take, the differences between wills and trusts, how assets are distributed and more. Adam Zuckerman joins us from Maryland. ______________________ Bio Adam Zuckerman is an experienced attorney and the founder of Buried in Work. His platform focuses on making estate planning accessible and comp…

Listen · 17:47
Living Like You Mean It – Jodi Wellman &Raquo; Retirement Wisdom Podcast Feed Logo
Living Like You Mean It – Jodi Wellman

  The Very Early Discount ends soon for the next Design Your New Life in Retirement Group Program. Register here ______________________ Last week before heading off on a family vacation in Colorado, …

  The Very Early Di…

  The Very Early Discount ends soon for the next Design Your New Life in Retirement Group Program. Register here ______________________ Last week before heading off on a family vacation in Colorado, I was reminded of the power of a deadline. Getting things done before vacation is one thing, but are there things you really want to do but are putting them off? Jodi Wellman, author of  You Only Die Once: How To Make It To The End With No Regrets, discusses how to leverage the power of  temporal scarcity, and offers practical advice on how to break out of autopilot to live more fully.  Jodi We…

Listen · 25:33
Making A Difference By Mentoring – Jay Silverman &Raquo; Retirement Wisdom Podcast Feed Logo
Making a Difference by Mentoring – Jay Silverman

  How will you make a difference? Registration for the next Designing Your New Life Group is now open. Learn more here. ________________________ When it comes time for your next chapter, do you wa…

  How will you make…

  How will you make a difference? Registration for the next Designing Your New Life Group is now open. Learn more here. ________________________ When it comes time for your next chapter, do you want to make a difference? One avenue to do so is through mentoring. In director Jay Silverman’s new heartwarming film “Camera” Beau Bridges plays Eric, an Aging repairman who forges an unusual friendship with Oscar, a bullied nine-year-old who can’t speak, but finds a voice through photography under Eric’s mentorship. Jay Silverman joins us from Los Angeles. ________________________ Bio F…

Listen · 33:51
The Laws Of Connection – David Robson &Raquo; Retirement Wisdom Podcast Feed Logo
The Laws of Connection – David Robson

Start finding your new tribe. Registration for the next Designing Your New Life Group is now open. Learn more here. _______________________ Get smarter about social connections. Science journalist Dav…

Start finding your n…

Start finding your new tribe. Registration for the next Designing Your New Life Group is now open. Learn more here. _______________________ Get smarter about social connections. Science journalist David Robson rejoins us to discuss his new book The Laws of Connection: The Scientific Secrets of Building a Strong Social Network. David Robson joins us from London. ________________________ BioDavid Robson is an award-winning science writer specialising in the extremes of the human brain, body and behaviour.After graduating with a degree in mathematics from Cambridge University, he worked a…

Listen · 38:21
Your Next Act – Robert B. Tucker &Raquo; Retirement Wisdom Podcast Feed Logo
Your Next Act – Robert B. Tucker

You may not know yet when you’ll retire, but there will be a broader context for your retirement. And while no one knows exactly what the future will bring, it’s wise to consider emerging trends t…

You may not know yet…

You may not know yet when you’ll retire, but there will be a broader context for your retirement. And while no one knows exactly what the future will bring, it’s wise to consider emerging trends that may impact your next act. Futurist Robert B. Tucker joins us to discuss some of those trends – and why you need to “futurize” your next act in your third trimester of life. Robert Tucker joins us from Santa Barbara, California. _______________________ Take Charge of Your Future. Learn more about our next Design Your Life group program starting in September. _______________________ Bio Ro…

Listen · 23:58
Not Too Late – Gwendolyn Bounds &Raquo; Retirement Wisdom Podcast Feed Logo
Not Too Late – Gwendolyn Bounds

  Early Bird Registration is Now Open for the September Design Your New Life in Retirement Program – Learn More ________________________ Who do you want be when you grow up? It’s a question we …

  Early Bird Regist…

  Early Bird Registration is Now Open for the September Design Your New Life in Retirement Program – Learn More ________________________ Who do you want be when you grow up? It’s a question we were all asked in our youth – and it may be a fruitful question to consider now as you consider your next phase of life. It was a catalyst for our guest today in taking up a challenging pursuit that was way outside her comfort zone. Your new pursuit may be very different from hers, but her experience may inspire you take up something new – something challenging that will make you excited about…

Listen · 29:52
Unretired – Mark S. Walton &Raquo; Retirement Wisdom Podcast Feed Logo
Unretired – Mark S. Walton

Time to Reinvent? Early Bird Registration is Now Open for the September Design Your New Life in Retirement Program – Learn More ________________________ Let’s face it. Retirement isn’t for every…

Time to Reinvent? Ea…

Time to Reinvent? Early Bird Registration is Now Open for the September Design Your New Life in Retirement Program – Learn More ________________________ Let’s face it. Retirement isn’t for everyone – especially a “traditional retirement.” An increasing number of people are choosing to work longer or to reinvent themselves and create their own new path forward. Mark Walton joins us to discuss his new book Unretired: How Highly Effective People Live Happily Ever After. You’ll be interested in the learning about the three paths he found people are pursuing as more fulfilling alterna…

Listen · 29:09
The Science Of Longevity – Coleen T. Murphy &Raquo; Retirement Wisdom Podcast Feed Logo
The Science of Longevity – Coleen T. Murphy

Aging may be on your mind this week. And it’s an often overlooked aspect of planning for retirement. Coleen T. Murphy, a leading scholar of aging, and the author of How We Age: The Science of Longev…

Aging may be on your…

Aging may be on your mind this week. And it’s an often overlooked aspect of planning for retirement. Coleen T. Murphy, a leading scholar of aging, and the author of How We Age: The Science of Longevity, details how recent research on model systems, combined with breakthroughs in genomic methods, have allowed scientists to probe the molecular mechanisms of longevity and aging, This research is helping us understand the fundamental biological rules that govern aging – and it may be bringing us closer to extending healthspans and slowing the effects of aging. She joins us here in Princeton, N…

Listen · 24:05
Why Are So Many Men Bad At Retirement? – Dawn Fallik &Raquo; Retirement Wisdom Podcast Feed Logo
Why Are So Many Men Bad at Retirement? – Dawn Fallik

What challenges could derail men’s retirements?  Journalist and professor Dawn Fallik joins us to discuss what she learned in the research for her article in Kiplinger Why So Many Men are Bad at Re…

What challenges coul…

What challenges could derail men’s retirements?  Journalist and professor Dawn Fallik joins us to discuss what she learned in the research for her article in Kiplinger Why So Many Men are Bad at Retirement. And we explore what men can learn from women that may save men’s retirements. Dawn Fallik joins us from Philadelphia. __________________________ Bio Dawn Fallik is an award-winning reporter specializing in database analysis, feature writing and medical coverage. She has 20 years of daily reporting experience at for The Philadelphia Inquirer, The Associated Press and the St. Louis Post-…

Listen · 26:00

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