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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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Design For Optionality: Rethink Retirement – Pam Krueger &Raquo; Retirement Wisdom Podcast Feed Logo
Design for Optionality: Rethink Retirement – Pam Krueger

The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to l…

The first half of 20…

The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to life in the second half. Join me for a free 60-minute FREE small group workshop on how to apply Stanford’s BJ Fogg’s 3-step habits process to three things you’d like to start in the second half of 2026. July 1st | 12:00 Eastern | Zoom Sign up here _______________________ Let’s face it. We spend years preparing for a career and almost no time preparing for the decades that follow. In this ep…

Listen · 43:18
What If You Pivot Instead Of Retiring? – Scott Siff &Raquo; Retirement Wisdom Podcast Feed Logo
What If You Pivot Instead of Retiring? – Scott Siff

Retirement. You could wing it. Why not design it? Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21st. Learn more here. …

Retirement. You coul…

Retirement. You could wing it. Why not design it? Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21st. Learn more here. _______________________ In our last conversation, Dan Pontefract gave us a demographic wake-up call. The future of work is Aging, and longer lives will require new thinking about careers, retirement, and contribution. Today, Scott Siff brings that to the practical level: how do we create better pathways for people who want to keep contributing, but not necessarily in the same way? And what are emp…

Listen · 29:29
The Future Of Work Is Grey – Dan Pontefract &Raquo; Retirement Wisdom Podcast Feed Logo
The Future of Work is Grey – Dan Pontefract

Take charge of your future. Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21. Learn more here. — Dan Pontefract spent…

Take charge of your …

Take charge of your future. Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21. Learn more here. — Dan Pontefract spent two decades building leadership, culture, and engagement inside high-tech and telecom organizations, and never once thought seriously about age. Then, in his early fifties, he had a wake-up call. It sent him to look under a rock he’d never lifted, where he found “an absolute cavern of issues.” The result is his sixth book, The Future is Grey: The Untapped Value of Age in the Workforce. Dan …

Listen · 32:25
What If Retirement Is The Wrong Goal? – John Coleman &Raquo; Retirement Wisdom Podcast Feed Logo
What If Retirement Is the Wrong Goal? – John Coleman

Be intentional. Design Your New Life in Retirement. Our next groups start in September. The very early registration discount ends June 21st. Learn more. What if everything you’ve been told about ret…

Be intentional. Desi…

Be intentional. Design Your New Life in Retirement. Our next groups start in September. The very early registration discount ends June 21st. Learn more. What if everything you’ve been told about retirement is quietly working against you? John Coleman has spent his career around Money and purpose, which makes his message all the more striking: money is a tool, not the point. In his new book, Good Money: Six Steps to Building a Financial Life with Purpose, he rethinks personal Finance around human flourishing, and one of his steps reframes retirement itself: save for freedom, not retirement. W…

Listen · 31:41
Turn Into The Swerve – Jerry Goodstein &Raquo; Retirement Wisdom Podcast Feed Logo
Turn Into The Swerve – Jerry Goodstein

A retirement is a terrible thing to waste. Don’t just retire. Design your new phase of life – with intention. Our next groups start in September. The very early registration discount ends June 21s…

A retirement is a te…

A retirement is a terrible thing to waste. Don’t just retire. Design your new phase of life – with intention. Our next groups start in September. The very early registration discount ends June 21st. Learn more. ________________________ Retirement rarely unfolds exactly as planned. For Jerry Goodstein, retirement began with a clear sense of direction and a meaningful endeavor. But unexpected challenges, a deeply emotional experience helping his daughter move across the country, and an encounter with the world of ADHD coaching changed everything. In this conversation, Jerry shares how his re…

Listen · 28:55
Change Your Questions, Change Your Life…In Retirement – Marilee Adams, Phd &Raquo; Retirement Wisdom Podcast Feed Logo
Change Your Questions, Change Your Life…in Retirement – Marilee Adams, PhD

Most of us think of questions as something we ask other people. Dr. Marilee Adams has spent years showing the opposite: the most consequential questions we ask are the ones we ask ourselves. Adams, fo…

Most of us think of …

Most of us think of questions as something we ask other people. Dr. Marilee Adams has spent years showing the opposite: the most consequential questions we ask are the ones we ask ourselves. Adams, founder of the Inquiry Institute and author of the half-million-copy bestseller Change Your Questions, Change Your Life, (a new 5th edition has just been published) joins us to make us smarter about our internal questioning. She introduces us to two mindsets that live inside all of us  — Judger and Learner — and the Choice Map™ that helps you notice which one is driving the bus. The conversat…

Listen · 36:04
Two Grannies On The Road – Beth Sobiloff &Amp; Marcia Rothwell &Raquo; Retirement Wisdom Podcast Feed Logo
Two Grannies on the Road – Beth Sobiloff & Marcia Rothwell

What’s in your backyard that you haven’t explored yet? And what if you decided to treat your own state like a foreign country? Beth Sobiloff and Marcia Rothwell, the co-hosts of Two Grannies on th…

What’s in your bac…

What’s in your backyard that you haven’t explored yet? And what if you decided to treat your own state like a foreign country? Beth Sobiloff and Marcia Rothwell, the co-hosts of Two Grannies on the Road, have set out to visit all 351 cities and towns in Massachusetts. They’re 121 towns in. Along the way, they’ve met second-act bakers, retired leaders turned magicians, mayors, alpaca farmers, and a man with the world’s largest collection of Back to the Future memorabilia. In this conversation, Beth and Marcia talk about why their world hasn’t shrunk in retirement, why trying and not…

Listen · 29:52
Letting Go To Become Who You Truly Are – Deborah Santana &Raquo; Retirement Wisdom Podcast Feed Logo
Letting Go to Become Who You Truly Are – Deborah Santana

There’s a challenge that comes with being known for what you do. When you move on you now have to figure out who you truly are. Deborah Santana spent more than three decades inside one of the most r…

There’s a challeng…

There’s a challenge that comes with being known for what you do. When you move on you now have to figure out who you truly are. Deborah Santana spent more than three decades inside one of the most recognizable partnerships in American music as COO of the New Santana Band, co-architect of the Milagro Foundation, and the steady, contemplative presence behind a global touring life with her ex-husband, the legendary musician Carlos Santana. At an age when most people are quietly winding down, she did the opposite: she walked away from a 34-year Marriage, dismantled the identity she had built aro…

Listen · 31:21
How To Flourish…In Retirement – Daniel Coyle &Raquo; Retirement Wisdom Podcast Feed Logo
How to Flourish…in Retirement – Daniel Coyle

Most of us were trained to win at the game of life, deliver the results and get the promotion. Then one day, we arrive at retirement and discover that the game we were trained for isn’t the one that…

Most of us were trai…

Most of us were trained to win at the game of life, deliver the results and get the promotion. Then one day, we arrive at retirement and discover that the game we were trained for isn’t the one that actually produces a flourishing life. New York Times best-selling author Daniel Coyle, joins us to discuss his new book Flourish: The Art of Building Meaning, Joy, and Fulfillment. He unpacks what five years of studying thriving communities (a Michigan deli, a major league baseball team, and a Vermont town that keeps producing Olympians) revealed about how good lives are actually built. We discus…

Listen · 31:03
The Caregiving Trap…In Retirement – Pamela D. Wilson &Raquo; Retirement Wisdom Podcast Feed Logo
The Caregiving Trap…in Retirement – Pamela D. Wilson

Registration for the September Designing Your New Life in Retirement is now open ________________________ Caregiving is one of the most common, and least discussed, forces that can completely reshape …

Registration for the…

Registration for the September Designing Your New Life in Retirement is now open ________________________ Caregiving is one of the most common, and least discussed, forces that can completely reshape retirement. If you’re in your 50s or 60s, there’s a good chance you’ll either be a caregiver, or already are one. And yet, most people haven’t had the conversations, made the plans, or even considered what happens when a parent needs significant care. What starts as helping out… can quickly turn into something much bigger. And for many, it quietly begins to impact their time, their finan…

Listen · 22:11
The Grandparenting Blueprint – Richard Eyre (Part Two) &Raquo; Retirement Wisdom Podcast Feed Logo
The Grandparenting Blueprint – Richard Eyre (Part Two)

Part Two is a solo conversation with Richard Eyre about the most personal project of his Grandparenting work: the body of distilled life Wisdom he has spent years developing for his 34 grandchildren �…

Part Two is a solo c…

Part Two is a solo conversation with Richard Eyre about the most personal project of his grandparenting work: the body of distilled life wisdom he has spent years developing for his 34 grandchildren — now published in the second half of The Grandparenting Blueprint. This conversation moves from the framework to the practice of how to translate a lifetime of learning into something children can actually carry with them. (Part One is here). This second part of the conversation opens with Richard’s vulnerability, sitting on a beach, feeling like a “spare tire” next to Linda’s natural gr…

Listen · 27:15
The Grandparenting Blueprint – Linda &Amp; Richard Eyre &Raquo; Retirement Wisdom Podcast Feed Logo
The Grandparenting Blueprint – Linda & Richard Eyre

What does it mean to grandparent on purpose? For Richard and Linda Eyre, the answer has been decades in the making. The bestselling authors of Teaching Your Children Values have evolved with their fam…

What does it mean to…

What does it mean to grandparent on purpose? For Richard and Linda Eyre, the answer has been decades in the making. The bestselling authors of Teaching Your Children Values have evolved with their Family, from nine children to 34 grandchildren, and along the way have developed a philosophy of proactive grandparenting that mirrors what good leadership looks like at any stage of life. In this 1st of 2 conversations about Richard Eyre’s new book, The Grandparenting Blueprint:How to Teach Your Grandchildren Life’s Most Important Lessons, we discuss: Why grandparenting is where Parenting was 5…

Listen · 33:41