1. The Power of Sharing Wisdom Across Generations – Dr. Jandi Kelly Retirement Wisdom 45:39

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Who can benefit from your life story? What do you want your children and grandchildren to remember about you? The concept of legacy is being redefined and goes beyond financial assets to value hard earned life lessons and wisdom. Dr. Jandi Kelly, of A Talk to Remember, shares her insights on life purpose and ways to share your life story and wisdom across generations.

Dr. Jandi Kelly joins us from Bend, Oregon.



Dr. Jandi Kelly is the founder of A Talk to Remember, a boutique production company that helps families and organizations capture their legacies in documentary films and oral history projects. For the past fifteen years, Jandi has worked as a university researcher, instructor, and administrator at the University of Chicago, Northwestern University, and the University of Michigan. She received her Ph.D. in higher education from the University of Michigan and her academic scholarship focuses on the topics of teaching and learning, life purpose, and identity development. Her research has been featured in The Journal of Higher Education and other publications. Jandi and her family live in Bend, Oregon, where she serves on the board of trustees for an independent K-12 experiential learning school.


For More on Dr. Jandi Kelly

A Talk to Remember 


Podcast Episodes You May Like

A Round of Golf with My Father – William Damon

The Vintage Years – Dr. Francine Toder

The New Age of Aging – Maddy Dychtwald

Inward Traveler – Francine Toder PhD


Wise Quotes

On Life Purpose

“…it’s helpful to actually define what we mean by life purpose…One of the definitions that I really appreciate is how our talents that we enjoy using intersect with the need in the world or our community that we find to be personally meaningful. And what I really like about that definition is that unlike some specific personal goals that we may have, it extends beyond aims of personal meaning to a desire that we want to make a difference in the world. And so therefore, it’s self transcendent in nature. What the research demonstrates is that having a sense of purpose is associated with a host of benefits across the lifespan as well as later in life. When we think about how life purpose can be beneficial throughout our lives, one of the most overarching benefits is that it really helps us live with greater intentionality in how we spend our days and to remain true to ourselves while benefiting the greater good. And so, in a way, we can think about purpose as a guide that takes us in the right direction. And I know that you had one of your earlier conversations was with Bill Damon out of Stanford, the renowned developmental psychologist, and he likens purpose to an ultimate concern or a final answer to the question of why. So why am I doing this? Why am I striving to accomplish this end? And in that way, purpose is the reason behind our immediate goals, and it’s a motive that drives most of our daily behaviors.”

On Storytelling 

“…when we think about the contributions that we want to make through our stories, we not only have an ability to really impact youth when it comes to the wisdom that we’re passing on, but we also see as we tell our stories that our lives have purpose….And with that, when we think about the stories that we have and when we are afforded time, especially later in life, to really do an inventory of our life, we have an ability to carry our life lessons and experiences with us. And not only do we bring them with us, but they provide a rich opportunity for learning about how we might want to build a rewarding future and repeat some of the things that worked well in the past and maybe take a different path than where we may have misstepped in the past…75% of retirees across the US, as well as 83% of adult children have indicated that their memories, values and life lessons are the most important elements of their legacies that they want to pass on to loved ones. And it makes sense because in the long run, we can’t keep the money with us. It comes and it goes, and at the end of the day, it isn’t our house, it isn’t our property that is going to matter the most to us it’s our relationships and our values are what are really at the core of what matters.”

On Celebrating Life Together

The Wall Street Journal recently published an article that one of adult children’s greatest regrets is that only one in three adults know the stories behind their parents’ accomplishments. And it’s something that I’m sure we’ve all heard, and when I talk to folks about what I do, I can’t tell you how many times I hear, I wish I just had five more minutes with my Mom, or I wish I would’ve asked Dad that question. And so I think that seeing that just sense of peace and relief that my parents’ story was down was definitely one of the greatest outcomes. And then also another thing that’s documented again and again in the literature is just the benefits of sharing our personal stories to strengthening our interpersonal relationships. So it’s not only a benefit for when we’re gone, but while we’re still here and how we can celebrate our lives together.”


About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful Retirement doesn’t just happen by accident.

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About Your Podcast Host 

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

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.