Real Retirement

Episode 22: How to Design a Life of Freedom and Live it Authentically with George Kinder

Yasmin Nguyen & Kathleen Mundy — Mon, 09 Jun 2025 08:00:00 -0500

What if every moment of your life was truly yours?

In this powerful episode of The Real Retirement Show, we sit down with the legendary George Kinder — father of the life planning movement, mindfulness teacher, and global force for authentic living.

With heart, humility, and poetic clarity, George shares how to design a life rooted in freedom, purpose, and presence — and why your dream of living fully can’t wait until retirement.

From the serenity of his New England cabin to the bustling streets of London, George reveals his journey of awakening, the power behind his EVOKE® process, and why the future of retirement — and humanity — depends on trustworthiness and values-aligned action.

We explore:

How to uncover your true purpose and make it real
The three domains of freedom — and why they matter now more than ever
Why fiduciary duty belongs not just in finance, but in every institution
How mindfulness and deep listening shape our ability to lead, connect, and transform

Whether you're reimagining your next chapter or simply seeking deeper meaning, this conversation will awaken something in you.

Listen in — and begin the journey to your most meaningful life.

00:00 Introduction to the Three Domains of Freedom

01:35 Welcome to The Real Retirement Show

01:45 Meet George Kinder: Pioneer of Life Planning

02:56 George Kinder's Journey and Philosophy

06:23 The Power of Trustworthiness and Freedom

08:51 Maintaining Passion and Purpose

10:05 The Serenity Cabin and Nature's Influence

13:37 The Three Dimensions of Freedom Workshops

20:57 Global Impact and Cultural Embrace

23:35 Reflections on Age and Passion

25:01 The Evolution of Fiduciary in Business

26:14 Building Trust in Client Relationships

27:06 The Financial Therapy Movement

28:33 The Importance of Trustworthiness

28:42 Kitchen Table Conversations on Fiduciary

30:32 Life Planning for Everyone

31:47 The Role of Trust in Financial Advice

36:46 Humanity and Global Communication

42:10 The Impact of AI on Humanity

44:25 The Future of Fiduciary Standards

46:57 The Three Domains of Freedom

49:35 Closing Thoughts and Future Meetings

About George Kinder

George Kinder is a globally renowned thought leader, author, and mindfulness teacher, widely recognized as the father of the Life Planning movement. He is the founder of the Kinder Institute of Life Planning and creator of the EVOKE® process, which helps individuals align their financial lives with their deepest values and dreams. With over 50 years of mindfulness practice and decades of experience as a financial advisor, George has trained thousands of professionals across 30+ countries to lead with purpose, empathy, and trust. Through his books, teachings, and art, he continues to inspire people around the world to live with greater freedom, authenticity, and meaning.

Website:

https://www.georgekinder.com/

https://www.kinderinstitute.com/

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Episode 21: How to Activate Hope and Strengths for a Fulfilling Retirement with Polly Chandler

Yasmin Nguyen & Kathleen Mundy — Mon, 12 May 2025 10:00:00 -0500

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen welcome Polly Chandler, a leadership development and transition coach. They explore Polly's journey from academia to coaching, highlighting how she helps individuals navigate major life transitions by leveraging their strengths. Polly shares her innovative approaches, including the use of the StrengthsFinder tool and her concept of a 'Hope Journal,' to inspire people to discover their true calling and find joy and purpose. The conversation delves into topics such as addressing career transitions, finding hope, combating fears, and realizing one's potential using a strengths-based approach.

00:00 Overcoming Roadblocks and Finding Purpose

01:27 Welcome to The Real Retirement Show

02:10 Introducing Polly Chandler: A Journey of Reinvention

04:25 Polly's Transition from Academia to Coaching

09:02 The Hope Journal: Finding Hope and Purpose

14:08 Strengths-Based Approach to Life Transitions

22:31 Exploring Strengths and Individualization

23:04 Coaching Through Transitions

23:39 Energy and Alignment

24:20 Understanding and Utilizing Strengths

26:53 Navigating Roadblocks and Comparisons

31:43 The Role of Community and Mentorship

32:35 Optimism, Hope, and Action Plans

39:04 Finding Your Tribe and Passion

42:27 Final Thoughts and Anchors

About Polly Chandler

Polly Chandler is a Leadership Development and Transition Coach for Polly Chandler Coaching. This career path evolved from an intentional decision to focus on what energizes her most: coaching, mentoring and training facilitation. Her previous career was in higher education where she served as the Chair of the Department of Management and Director of the MBA in Sustainability at Antioch University New England.

Polly now coaches individuals and trains teams in many sectors. She is particularly interested in helping people to navigate personal and professional transitions. Her speciality areas are strengths based leadership development, post career reinvention, and serving people and the planet.

Website: http://pollychandlercoaching.com

LinkedIn:https://www.linkedin.com/in/pchandler1

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Episode 20: How to Navigate Beyond 'Shoulds' in Your Retirement with Marilyn Hintsa

Yasmin Nguyen & Kathleen Mundy — Sun, 04 May 2025 18:00:00 -0500

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen delve into the evolving concept of retirement with guest Marilyn Hintsa. Marilyn shares her personal and professional journey, highlighting her pivot from a corporate career to becoming a retirement coach. She discusses the pressures and expectations surrounding retirement, emphasizing the importance of personal choice and rejecting societal 'shoulds.' Marilyn also introduces her initiative, Next Chapter Dialogues, which offers group sessions encouraging retirees to explore life after work. Through meaningful conversations and community support, Marilyn helps clients find joy and purpose in their post-career lives. The episode underscores the value of direct conversation, shared experiences, and stepping out of one’s comfort zone.

00:00 Introduction: Rethinking Retirement

00:51 Welcome to The Real Retirement Show

01:35 Meet Marilyn Hintsa: A New Path in Retirement

02:43 Marilyn's Journey into Coaching

05:17 Challenges and Insights in Retirement Coaching

06:24 The Importance of Group Dynamics

07:15 Mindset Shifts and Overcoming Fear

14:05 Purpose in Retirement

21:48 Creating Safe Spaces for Vulnerability

28:34 Final Thoughts and Farewell

About Marilyn Hintsa

Marilyn has been on her own retirement journey since late 2019 when she was unexpected “early retired” from a corporate career. Not ready to go out to pasture, she became certified as a leadership coach, decided to use her new skills to help her contemporaries lead themselves into their post-career lives, and set up her practice, ULeadU Post Career Pathing, in 2021. Since then, her practice has evolved and recently launched Next Chapter Dialogues, a weekly, Zoom-based, guided discussion group that people join on a monthly subscription basis. Next Chapter Dialogues is a powerful opportunity for people anywhere on a retirement journey to travel together in community and, with Marilyn’s guidance, explore topics related to life after work, aging and longevity.

Website: https://www.uleadu.ca/

LinkedIn: https://www.linkedin.com/in/hintsa/

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Episode 19: How to Overcome Retirement Shock and Build a Vibrant Next Chapter with Mike Drak

Yasmin Nguyen & Kathleen Mundy — Mon, 21 Apr 2025 10:00:00 -0500

In this inspiring episode of The Real Retirement Show, hosts Yasmin and Kathleen sit down with Mike Drak—retired financial services professional turned author, public speaker, and Ironman-in-training at 70—to explore the non-financial dimensions of retirement. Mike shares his powerful journey from retirement shock to personal reinvention, revealing how he overcame fears, embraced purpose, and adopted the principles of a long, healthy, and fulfilling life. Together, they discuss the importance of physical vitality, meaningful relationships, and a growth mindset—and why financial advisors must expand their role beyond numbers to guide clients through life’s next chapter. Tune in to hear how Mike is breaking stereotypes and redefining what it means to truly thrive in retirement.

00:00 Discovering Your Purpose and Overcoming Fears

02:00 Welcome to The Real Retirement Show

02:43 Meet Mike Drak: Author and Retirement Expert

03:33 Mike's Ironman Challenge at 70

05:24 Redefining Retirement: The Retirement Rebel

08:12 The Concept of Watching Your Life Movie

09:59 Experiencing Retirement Shock

14:57 The Nine Principles for a Fulfilling Retirement

16:41 Longevity and Retirement: Bridging the Gap

18:12 Practical Steps to Extend Your Health Span

19:58 Inspiration from Clive: A Model for Active Aging

20:39 The Importance of Fun and Connection in Fitness

21:49 Balancing Purpose and Consistency in Life

23:08 Financial Mindset in Retirement

24:47 Navigating Finances with a Partner

26:38 The Role of Advisors in Holistic Retirement Planning

31:48 Personal Growth and Overcoming Fears

36:47 Resources for a Fulfilling Retirement

38:25 Final Thoughts and Encouragement

About Mike Drak

Mike is an author, public speaker and recognized authority on the non-financial aspects of retirement. After having spent 38-years in the financial services industry, Mike retired and personally faced what he called “retirement shock”. During this time, Mike found himself on a journey of self-discovery and authored three best-selling books on retirement; Victory Lap Retirement, Retirement Heaven or Hell: Which Will You Choose? and Longevity Lifestyle By Design. Mike is a Senior Contributor at Booming Encore and dedicates his time to helping other retirees design a fulfilling, meaningful retirement lifestyle for themselves.

Resources

Get both these books for free at https://boomingencore.com/

Retirement Heaven or Hell: Which Will You Choose?
Longevity Lifestyle by Design

LinkedIn: https://www.linkedin.com/in/mike-drak-6b401095/

Instagram: https://www.instagram.com/retirement_rebel/

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Episode 18: How to Change Your Perspective for a Fulfilled Retirement with Joanne Waldman

Yasmin Nguyen & Kathleen Mundy — Tue, 15 Apr 2025 03:00:00 -0500

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen welcome Joanne Waldman, a pioneer in retirement coaching with over 30 years of experience. Joanne shares powerful stories and strategies for helping clients transition into retirement, focusing on emotional and personal growth beyond financial planning. From reframing fear to visualization techniques, Joanne provides practical methods to navigate the complexities of retirement. The episode dives deep into her unique approach, her pivotal life moments, and the significant impact of curiosity, love, and open-ended questions in coaching. Joanne also offers insights into the common challenges faced by retirees and emphasizes the importance of planning and communication. Listeners gain valuable tips for making a fulfilling and joyful retirement transition.

00:00 Client's Journey from Fear to Footwork

01:01 Welcome to The Real Retirement Show

01:44 Introducing Joanne Waldman: A Trailblazer in Retirement Coaching

03:26 Joanne's Personal and Professional Journey

06:38 Unique Approaches to Retirement Coaching

09:10 Challenges and Niches in Retirement Coaching

11:54 Signature Exercises and Frameworks

18:11 Powerful Client Transformations

21:49 Qualities of a Great Coach

26:49 Top Tips for Retirement Planning

30:27 Final Thoughts and Contact Information

About Joanne Waldman

With more than 30 progressive years in the career transition field, Joanne is a trailblazer in the retirement coaching world. For 18 years she served as the Director of Training with Retirement Options and has an extensive background as a webinar leader with the International Coach Academy, and Coaching Cognition. She is the owner of New Perspective Coaching where she works with clients to plan their second or third reinvention into retirement. A Professional Certified Coach through the International Coaching Federation, a Board-Certified Coach through the Center for Credentialing and Education, and through the National Career Development Association in 2009, she was selected as their Career Practitioner of the Year. In 2021, Joanne was honored with the Retirement Catalyst Award from the Retirement Coaches Association. Joanne received a retirement coaching certification through Retirement Options. She is also a licensed professional counselor in the state of Missouri, a nationally certified counselor and a nationally certified gerontological counselor. Joanne is a co-author of "Out of the Box Retirement-Creative Ideas, Role Models and Possibilities" and has been quoted as a retirement expert in Kiplinger’s, Forbes, Wall Street Journal/Market Watch and Where to Retire magazine.

Resources

LinkedIn: https://www.linkedin.com/in/joanne-waldman-0002281/

Website: https://www.newperspectivecoaching.com/

Email: joanne@newperspectivecoaching.com

Facebook: https://www.facebook.com/joanne.waldman

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Episode 17: How to Navigate Solo Aging with Dr. Sara Zeff Geber

Yasmin Nguyen & Kathleen Mundy — Wed, 09 Apr 2025 08:00:00 -0500

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen talk with Dr. Sara Zeff Geber, a leading expert on solo aging. Sara shares her journey highlighting the unique challenges faced by solo agers - individuals aging without family support. The discussion explores critical aspects such as choosing living arrangements, including the pros and cons of aging in place versus senior living communities. Sara emphasizes the importance of planning for financial, legal, and social needs, and introduces the concept of home sharing as a viable option for social interaction and care. She also stresses the need for professionals, such as financial advisors and legal experts, to assist solo agers in creating robust support systems. Sara concludes with inspiring stories of solo agers who have proactively planned their futures and offers resources for further learning.

00:00 Introduction: The Biggest Hurdle for Solo Agers

01:22 Welcome to The Real Retirement Show

02:05 Meet Sara Zeff Geber: Expert on Solo Aging

03:10 Sara's Personal Journey into Solo Aging

05:29 Defining Solo Aging

09:06 Challenges and Misconceptions of Solo Aging

15:00 Planning for the Future: Financial, Legal, and Social Aspects

18:41 Community and Support Systems for Solo Agers

27:51 Inspiration and Success Stories

32:03 Final Thoughts and Resources

About Sara Zeff Geber, PhD

Sara is the nation’s foremost expert on Solo Aging. She is an author, professional speaker, and certified retirement coach.

In 2018, Sara was named an “Influencer in Aging” by PBS’ Next Avenue and is a regular contributor to Forbes.com in the areas of aging and retirement.

She has also been featured and quoted in The Journal of Active Aging, Certified Senior Advisor Journal, Next Avenue, Senior Living Foresight, McKnights Living, Senior Housing Business, and many others.

Sara’s book, Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Child-free Adults, was published in 2018, and was selected that year as a ‘best book on aging well’ by the WSJ.

Resources

Website: https://sarazeffgeber.com/

Books: https://sarazeffgeber.com/books/

LinkedIn: https://www.linkedin.com/in/sarazeffgeber/

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Episode 16: A Financial Advisor’s Guide to Wealth, Lifestyle & Lasting Memories with Dan Haylett

Yasmin Nguyen — Sun, 30 Mar 2025 10:00:00 -0500

In this episode of The Real Retirement Show, our special guest is Dan Haylett, a UK-based financial partner at TFP Financial Planning. Dan specializes in retirement planning that goes beyond spreadsheets, focusing on the human side of this major life transition. Dan shares his personal journey from a high-pressure career to a fulfilling role where he helps individuals over 50 navigate emotional and behavioral aspects of retirement. We discuss the evolving landscape of retirement, including challenges like redefining purpose, identity, relationships, and spending money. Dan's innovative methods, including sketches and the Humans vs. Retirement podcast, provide valuable insights into breaking outdated norms and designing a fulfilling retired life. The episode offers valuable insights for both retirees and financial planners looking to incorporate more holistic, human-focused strategies in their work.

00:00 Introduction to a Different Kind of Financial Advisor

01:02 Welcome to The Real Retirement Show

02:07 Meet Dan Haylett: Financial Planner and Podcast Host

03:47 Dan's Personal Journey and Career Shift

06:32 Holistic Approach to Financial Planning

12:43 Challenges in Retirement Spending

16:29 Reframing Money as Memories and Experiences

23:09 Dan's Confidence and Continuous Learning

26:44 Builder's House Analogy

27:30 Discovering Carl Richards

28:11 The Power of Sketching

28:40 Healthspan vs Lifespan

29:25 Go-Go, Slow-Go, No-Go Years

31:17 Impact on Business and Clients

33:33 Referrals and Client Engagement

35:42 State of the Financial Industry

39:45 Embracing Uncertainty in Financial Planning

42:59 Advising with Purpose and Identity

43:45 Advice for Advisors

44:58 Future Projects and Innovations

46:56 Humans vs Retirement Podcast

50:15 Final Thoughts and Farewell

About Dan Haylett

Our guest is someone who is passionate about challenging the outdated narratives around retirement and helping people truly thrive in their second half.

Dan Haylett, a financial planner and the Head of Growth at TFP Financial Planning in the UK. Dan specializes in financial planning, retirement planning, and life planning for individuals over 50. Beyond numbers and spreadsheets, he’s deeply invested in the human side of retirement, guiding people through the emotional and behavioral aspects of this major life transition. Dan is also the host of the podcast The Humans vs. Retirement, where he explores the psychological shifts, challenges, and opportunities that come with stepping into retirement. With a background in the asset-management industry and a mission to help 1 million people redefine their retirement experience, Dan brings a wealth of insight, experience, and inspiration to the conversation.

Resources

The Skill of Spending Money in Retirement

https://artisanal-composer-7982.kit.com/f1ce297731

Give Your Money Away With A Warm Heart, Not A Cold Hand!

https://www.humansvsretirement.com/post/give-your-money-away-with-a-warm-heart-not-a-cold-hand

Healthspan & Lifespan

https://youtu.be/HeoSDEs5e0Y?si=DHbYAewtkSdmmSHE

The 3 Phases of The Second Half of Our Lives

https://humansvsretirement.myshopify.com/products/the-3-phases-of-the-second-half-of-our-lives

Podcast | Humans vs Retirement

https://www.humansvsretirement.com/podcast

Dan Haylett | LinkedIn

https://www.linkedin.com/in/dan-haylett-retirement-coach/

YouTube | Humans vs Retirement

https://www.humansvsretirement.com/youtube

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 15: How Gen Xers are Reinventing Retirement with Shelley McIntyre

Yasmin Nguyen & Kathleen Mundy — Sun, 23 Mar 2025 19:00:00 -0500

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen explore the evolving concept of retirement for Generation X. Special guest Shelly McIntyre shares her insights on how Gen Xers are breaking away from traditional retirement models and creating vibrant, purposeful lives post-career. With extensive experience in coaching, Shelly offers practical advice on dealing with change, embracing new opportunities, and building a strong support network. Tune in to hear real stories, expert tips, and a deeper understanding of what retirement means for today's Gen Xers.

00:00 Rethinking Retirement: Gen X's New Approach

01:21 Welcome to The Real Retirement Show

02:04 Introducing Shelly McIntyre: Reinventing Retirement

02:56 Gen Xers' Unique Retirement Challenges

06:52 Navigating Corporate Loyalty and Personal Identity

13:15 The Role of Grief in Life Transitions

16:30 Planning for a Vibrant Future

31:37 Finding Your People: Building a Support System

36:44 Final Thoughts and Connecting with Shelly

About Shelley McIntyre

Shelley coaches post-corporate GenXers who want to design intentional and vibrant third acts. After a long career in technology and corporate strategy, Shelley pivoted to coaching, inspired by seeing smart people get in their own way.

Shelley believes it’s never too late to reinvent yourself and reclaim your identity from corporate narratives.

Through her coaching, she offers potent insights into change, grief, and identity, equipping clients to navigate life’s transitions with self-compassion.

Shelley taps into her love of the arts and making stuff to create unique, transformative coaching experiences.

LinkedIn:https://www.linkedin.com/in/shelley-mcintyre/

Website: https://shelleymcintyre.com/

Elizabeth Kupferman's "Ladder of Trust" series: https://www.youtube.com/watch?v=yE_Vo8HTTI4&list=PLu8p59ShPS96xgDL1XFr6iYUJo_VTr0c7

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Episode 14: Why Financial and Lifestyle Planning Are Both Critical for a Successful Business and Retirement with Toni Petrillo

Yasmin Nguyen & Kathleen Mundy — Sun, 16 Mar 2025 13:00:00 -0500

Why Financial and Lifestyle Planning Are Both Critical for a Successful Business and Retirement

In this episode of the Real Retirement Show, Yasmin and Kathleen welcome Toni Petrillo, a seasoned financial industry leader with over 25 years of experience, to discuss the multifaceted world of retirement. Toni emphasizes the importance of addressing both financial and lifestyle plans for a fulfilling retirement, detailing her journey from a financial planning executive to a retirement coach. She shares insights on the emotional challenges retirees face, the importance of building trust with clients, and her unique approach to retirement coaching that combines financial and non-financial aspects. Through real stories and expert advice, this episode aims to help retirees transition confidently into the next chapter of their lives.

00:00 Building Trust with Clients

01:17 The Real Retirement Show Introduction

02:00 Meet Toni Petrillo

03:26 Toni's Retirement Journey

05:24 Challenges and Solutions in Retirement Coaching

11:14 Connecting Financial and Lifestyle Planning

24:21 Advice for Future Retirees

25:57 Final Thoughts and Resources

Antoinette Petrillo is a seasoned professional with over 25 years of experience in the financial industry, where she excelled in building and leading teams. Recently retired from her role as a financial executive, she identified a significant gap in resources for corporate professionals navigating the transition from a thriving career to a fulfilling retirement.

Throughout her career, Antoinette has been passionate about helping others lead with confidence, both in their personal and professional lives. This dedication has driven her to provide valuable support and guidance to individuals facing the unique challenges of transitioning from the corporate world to retirement. Her mission is to empower others by offering insights and strategies that foster confidence during this transformative phase of life.

Committed to leveraging her extensive experience, Antoinette now contributes her expertise to those seeking guidance, ensuring they navigate this transition with assurance and purpose. She continues to inspire and support professionals in redefining what retirement can mean for them.

LinkedIn Profile: https://www.linkedin.com/in/antoinette-petrillo-cprc-cfp-27245198/

Website: https://retirewithintention.com/

Ask A Retirement Coach: https://boomingencore.com/community/people/a3e323c9-7af5-48ec-989b-739ec3173230

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Episode 13: Retirement Life Beyond Finances with Globe Advisor Reporter Deanne Gage

Yasmin Nguyen & Kathleen Mundy — Sun, 09 Mar 2025 16:00:00 -0500

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen are joined by Deanne Gage, a seasoned personal finance reporter for Globe Advisor. The discussion delves into the multifaceted aspects of retirement beyond finances, focusing on topics like evolving workmate relationships, family dynamics, loneliness, and the importance of having a plan before retiring. Deanne shares her insights from over two decades of reporting on personal finance, discussing the importance of understanding life transitions, the varied visions couples might have for retirement, and how advisors can play a crucial role in helping their clients navigate these challenges.

00:00 Navigating Post-Retirement Friendships

01:26 Welcome to The Real Retirement Show

02:10 Introducing Deanne Gage

04:14 Unexpected Early Retirement

05:41 Realities of Retirement: Divorce and Aging Parents

09:58 The Loneliness Epidemic in Retirement

21:57 Advisors' Role Beyond Finances

31:08 Personal Stories and Final Thoughts

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 12: How to Transition from Law: Retirement Insights and Strategies with Ida Abbott

Yasmin Nguyen & Kathleen Mundy — Sun, 02 Mar 2025 14:00:00 -0600

In this episode of the Real Retirement Show, hosts Yasmin and Kathleen discuss the unique challenges faced by lawyers when retiring. Joined by special guest Ida Abbott, a renowned retirement strategist, the conversation delves into the emotional and institutional hurdles of transitioning from a legal career to retirement. Ida shares her personal journey, highlights the importance of self-awareness and empathy, and emphasizes the need for early planning and open communication. Discover actionable advice and real-life stories for a smooth transition into retirement.

00:00 Understanding Lawyers' Reluctance to Retire

00:45 Introduction to The Real Retirement Show

01:30 Meet Ida Abbott: Retirement Strategist

02:39 Ida's Personal and Career Journey

06:47 Challenges Faced by Retiring Lawyers

07:36 Institutional Challenges in Law Firms

09:19 The Importance of Normalizing Retirement

10:50 Overcoming Personal and Professional Barriers

16:23 Success Stories and Client Breakthroughs

24:51 The Role of Design Thinking in Retirement Planning

32:43 Final Thoughts and Advice for Retirees

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 11: How to Redefine Retirement and Cultivate Aliveness with Brenda Sutton

Yasmin Nguyen & Kathleen Mundy — Mon, 08 Apr 2024 16:00:00 -0500

This episode of The Real Retirement Show, hosted by Yasmin and Kathleen, delves into the concept of retirement beyond just finances, exploring the multifaceted aspects of a vibrant retirement journey. Guest Brenda Sutton shares her transformative approach to retirement, which she terms 'rewirement,' focusing on alignment, love, inspiration, vitality, and ease. Brenda discusses her past career, the transition into rewirement, overcoming fears, and embracing new adventures with the aim of living a purpose-driven life filled with joy and meaning. The episode offers insightful reflections, actionable advice, and emphasizes the importance of mindset, curiosity, and intention in crafting a fulfilling retirement journey.

Learn More about Brenda Sutton: https://brendalsutton.com/

Instagram: https://www.instagram.com/traveling_transformations/

Facebook: https://www.facebook.com/Fun2havnlife

LinkedIn: https://www.linkedin.com/in/brenda-sutton-7207a59/

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Episode 10: How to Practice Retirement as a Couple with Jeff and Deanne VandenHoek

Yasmin Nguyen & Kathleen Mundy — Tue, 02 Apr 2024 00:00:00 -0500

In this inspiring episode of The Real Retirement Show, hosts Yasmin and Kathleen are joined by Jeff and Deana, a couple who share their journey of living intentionally through marriage, parenting, and now transitioning into retirement. They discuss the importance of staying present, investing in relationships, and embracing each day with intention. Jeff and Deana elaborate on their personal methods for being present, including engaging in activities that fill their cup, practicing mindfulness, and learning how to communicate and navigate differences effectively within their relationship. Additionally, they touch on the challenges and strategies in managing finances as a couple. Their story is a testament to the power of intentionality in shaping a fulfilling retired life, offering valuable insights for anyone nearing retirement, reevaluating priorities, or seeking inspiration for living a more deliberate and meaningful life.

Learn More

LinkedIn: https://www.linkedin.com/in/jeffvandenhoek1/

Website: https://intentionality.today/

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Episode 9: How She Transformed Her Hobby into a Retirement Business with Angie Welch

Yasmin Nguyen & Kathleen Mundy — Mon, 25 Mar 2024 21:00:00 -0500

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen explore the concept of retirement beyond financial planning, focusing on real stories from retirees. They discuss the multifaceted aspects of retirement, including family dynamics, mental and physical health, and finding purpose. The episode features an inspiring journey of Angie Welch, a retiree who discovered a passion for painting after retirement, turning it into a fulfilling second career. Angie shares her initial doubts, the learning process, and the joy of embracing new challenges. Her story highlights the importance of community, continuous learning, and the transformative power of pursuing passions post-retirement. The hosts emphasize the value of gratitude, scheduling activities, and being open to new experiences as keys to a vibrant retirement journey.

Little Art by Angie: https://www.facebook.com/groups/589230205340115

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Episode 8: From Boardrooms to Retirement: Finding Joy in the Simple Gestures with Allan Calvert

Yasmin Nguyen & Kathleen Mundy — Mon, 18 Mar 2024 23:00:00 -0500

This episode of The Real Retirement Show, hosted by Yasmin and Kathleen, delves into the multifaceted aspects of retirement beyond finances. Through the experiences of Allan Calvert, a retiree with a diverse background from hospitality to luxury car sales, the narrative explores the profound impact of human interaction and the art of living meaningfully in retirement. Allan shares lessons on the significance of simple gestures like handshakes, the joy of staying connected with grandchildren through technology, and how his background in customer service and the Japanese concept of Kaizen, or continuous improvement, have enriched his life and relationships. The episode also touches on overcoming technical challenges, the importance of maintaining a positive mindset, and the power of names and personal connections in enriching one’s life and the lives of others. Tune in to discover how embracing life's simplicity and focusing on human connections can transform the retirement journey into a celebration of life’s joys.

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 7: How to Redefine Your Identity and Purpose in Retirement with Kirsten Meneghello & Lori Emerick

Yasmin Nguyen & Kathleen Mundy — Mon, 04 Mar 2024 19:00:00 -0600

In this episode of "The Real Retirement Show," hosts Yasmin and Kathleen dive into the heart of life beyond the working world. Joined by seasoned coaches Lori and Kirsten, they unpack the challenges and triumphs of transitioning into retirement. This isn't your average retirement chat—it's a deep dive into identity, purpose, and the quest for fulfillment without the anchor of a career title. Whether you're already basking in retirement or just beginning to ponder the possibilities, this episode offers invaluable insights and strategies for navigating this significant life transition. Tune in to discover how to redefine your sense of self, cultivate meaningful connections, and embrace the adventure of your next chapter with intention and joy.

Kirsten Meneghello

kirsten@illuminationcoaching.com

Leadership and Retirement/Midlife Transition Coach

https://illuminationcoaching.com/

Kirsten Meneghello, JD, PCC, CPRC, is the founder of Illumination Coaching. She specializes in helping professionals transition from full-time careers to retirement or their next life chapter. In addition, Kirsten has served as an executive and leadership coach within global corporations since 2010. She is the Past President of the Oregon chapter for professional coaches and is also an attorney. When she's not working, she practices Shotokan karate, enjoys yoga, dancing, singing, and wine tasting.

Lori Emerick

lori.emerick@aspengroupconsulting.com

Principal/Owner @ Aspen Group Consulting

https://www.aspengroupconsulting.com/

As the founder and principal consultant at Aspen Group Consulting, I specialize in guiding individuals through pivotal life transitions and leadership growth. My coaching practice is centered on empowering leaders to foster organizational change and supporting individuals in exploring "what's next" after significant career milestones. With experience working with Fortune 500 companies, serving on nonprofit boards, and pursuing personal growth, I'm dedicated to designing personalized pathways that align with each client's unique goals and aspirations.

Contact Lori and Kirsten about the R3 program: Reflect, Reset, Reimagine. The R3 cohort experience is a customized and high-touch program for professionals at the crossroads of a remarkable career and the transition to a joy-filled retirement lifestyle.

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 6: What 3rd Grade Students Taught Me About Retirement with Debbie Elder

Yasmin Nguyen & Kathleen Mundy — Mon, 26 Feb 2024 23:00:00 -0600

In this episode of The Real Retirement Show, hosts Yasmin and Kathleen, invite Debbie Elder, the owner of Shady Oaks Primary School and an education innovator for a discussion. Debbie shares her unique teaching philosophy centered around curiosity, lifelong learning and adaptability, and illustrates how these principles are applicable not only to children but also to those entering their retirement years. She advocates for maintaining an open mind, planning ahead, and being intentional about one’s actions and decisions. Simultaneously, she stresses the importance of self-awareness, pursuing passion, and living a life that is rich with curiosity, wonder, and joy. At Shady Oaks Primary School, children are empowered with life skills that would typically be perceived as beyond their capacity - like financial literacy, entrepreneurship, and empathy. Her purpose is to instill not just academic learning, but to ignite a lifelong passion for discovery and growth in her students. The educators at Debbie's school create an environment that encourages being childlike, fostering vulnerability, authenticity, and exploration, a perspective she encourages adults stepping into retirement to embrace. The conversation also touches upon the importance of building self-esteem, resilience, and maintaining a positive outlook during transitions later in life.

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About Debbie Elder

Debbie Elder is the owner of Shady Oak Primary School in Richmond, Texas. She is a best-selling author, international speaker, grandmother of 4, and loves to read anything on business or education! Her TEDx talk “Your Child Is Redundant “can be found on YouTube.

Shady Oaks Primary School: https://shadyoakprimary.com/

YouTube: https://www.youtube.com/@shadyoakprimaryschool2418

Facebook: https://www.facebook.com/shadyoakprimary/

Twitter: https://twitter.com/shadyoakprimary

Books Mentioned: Cues by Vanessa Van Edwards

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 5: Navigating Family Dynamics in Retirement

Yasmin Nguyen & Kathleen Mundy — Mon, 19 Feb 2024 19:00:00 -0600

In this engaging episode of the Real Retirement Show, we, Yasmin and Kathleen, dive into the intricate world of family dynamics, examining the delicate balance between personal evolution and the maintenance of strong family connections. Sharing a moving story, we highlight the transformative power of initiating reconciliation and its significant impact on our relationships. As we journey through retirement, this episode illuminates the critical importance of adapting to the changing roles within our families, embracing new phases of life, and nurturing the bonds that bring us joy and fulfillment. Whether we're navigating the challenges of estrangement, adjusting to the independence of adult children, or seeking harmony in our partnerships, this episode offers insights and strategies for solidifying the most meaningful ties in our lives. Join us as we discover the keys to a smoother family life, rich with understanding, laughter, and smiles.

00:00 Introduction: A Personal Story of Family Dynamics

00:53 Welcome to the Real Retirement Show

01:36 Navigating Family Dynamics in Retirement

02:26 Understanding Parent-Child Relationships in Retirement

03:47 Changing Roles and Dynamics with Adult Children

09:58 The Importance of Independence and Personal Space in Retirement

15:56 The Impact of Family Dynamics on Mental Health in Retirement

17:24 The Role of Relationships in Retirement

23:24 The Importance of Communication and Expectations in Family Dynamics

29:54 Conclusion: The Importance of Family Dynamics in Retirement

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Online Community Resources: www.retirementsandbox.com

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 4: How to Boost Your Physical Health, Mental Well-being and Joy in Retirement with Dr. Laura LaJoie

Yasmin Nguyen & Kathleen Mundy — Thu, 08 Feb 2024 19:00:00 -0600

In this episode of the Real Retirement Show, hosts Yasmin and Kathleen discuss with special guest Dr. Laura LaJoie the essence of living life to its fullest, especially during retirement. Dr. LaJoie shares her vibrant vision for a life well-lived, her journey from aspiring orthopedic surgeon to a chiropractor, and her mission of encouraging wellness and joy among people of all ages. She also provides insight on the profound impact of posture on our physical and mental well-being, offering simple actionable steps to reclaim vitality. The episode inspires listeners to find purpose and community, highlighting the importance of crafting a fulfilling retirement built on health, joy, and service to others.

---- About Dr. Laura LaJoie

Dr Laura LaJoie has been a practicing chiropractic in Oregon for 30 years. She is extremely involved in her community works with people of all ages to get the most out of their life and health. Dr LaJoie believes that we have an opportunity to thrive as we age and that it requires proper planning and surrounding yourself with the right people who are also hoping to get the most of life at all ages.

---- Resources
Dr. Joy Show: https://open.spotify.com/show/0tRixE6VYnaATvm0GyBJ9V?si=7dde67332c4248e3

Joy of Life Chiropractic Website: https://www.joyoflifechiropractic.com/

Books Mentioned
- The Game of Joy by Yasmin Nguyen: https://a.co/d/7XYORKi
- The Book of Joy by Dalai Lama & Desmund Tutu: https://a.co/d/49cQi9T
- Built to Move by Kelly Starrett &Juliet Starrett: https://a.co/d/3RZN4u0

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 3: Finding Alignment, Purpose, and Relationship Harmony in Retirement through Human Design with Candy Barone

Yasmin Nguyen & Kathleen Mundy — Mon, 05 Feb 2024 15:00:00 -0600

In this insightful episode of 'The Real Retirement Show', hosts Yasmin and Kathleen conduct an in-depth conversation with Candy Barone, an executive coach and human design expert. Candy explains the concept of human design and its emphasis on individuality. She sheds light on how understanding one's unique human design can bring clarity and alignment, especially during transitional phases like retirement. The trio discusses how understanding and embracing our unique energy patterns can enhance our relationships, and help individuals navigate life-changing transitions like retirement. Referencing personal anecdotes and real-life scenarios, Candy illustrates the impact of human design on daily life and interactions. The conversation also reflects on the importance of self-awareness and authenticity in finding our purpose and attaining a satisfying retirement.

0:00 Introduction: The Challenges of Retirement
00:47 Welcome to the Real Retirement Show
01:55 Meet Our Special Guest: Candy Barone
02:56 Understanding Alignment in Retirement
04:20 Personal Experiences with Human Design
05:20 The Concept of Alignment in Retirement
09:19 The Impact of Misalignment
09:33 Understanding Your Energetic Blueprint
22:52 Understanding Human Design
27:25 Applying Human Design to Retirement Challenges
29:09 Shifting Energy and Self-Care
29:45 Navigating Life Purpose with Astrological Charts
30:19 Understanding Your Purpose and Identity
30:36 The Power of Giving Yourself Permission
31:02 The Impact of Childhood on Our Identity
31:18 Exploring Personal Charts and Relationships
31:45 Understanding Energy Absorption and Prioritization
32:57 The Importance of Environment and Intuition
33:44 The Challenge of Letting Go
34:27 The Dynamics of Relationships and Communication
47:55 The Role of Human Design in Retirement Planning
49:45 The Importance of Satisfaction in Retirement
51:53 Addressing Depression in Retirement
56:11 Final Thoughts and Resources

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About Candy Barone

Candy Barone is heart-centered soul guide and leader. Through her unique frameworks, Human Design, and training. she guides individuals and teams through conscious leadership transformation, where they learn how to powerfully influence and create impact from a space of deep authenticity, compassion, integrity, aligned and grace. She is an executive coach, Amazon best-selling author, and the hose of the Aligned As F*ck Podcast.

Candy is a catalyst in bringing a new perspective to how we define, model and activate leadership, "soul leadership." Candy teaches people how to lead from love, with love, and that leadership is ultimately a choice. Everyone’s choice. She emphasizes that leadership is everyone's opportunity AND everyone's responsibility. It starts with learning how to lead yourself, and truly become aligned in who you truly are.

She’s been showcased in publications and spaces such as CNN.com, U.S. News & World Report, The Austin Statesman, Austin Business Journal, The Chicago Tribune, ciLiving TV and has served as a panel facilitator for Fast Company at SXSW, among numerous radio shows, magazine and podcasts.

Candy lives in Austin with her sweet puppy, Ernie Banks, and serves clients internationally. You can learn more about Candy’s work here: https://www.candybarone.com

Also, if you’re interested in getting a 1:1 Human Design Reading with Candy, you can schedule yours here: Reading

Facebook: https://www.facebook.com/CandyBaroneSpeaker
LinkedIn: https://www.linkedin.com/in/candybarone
Instagram: https://www.instagram.com/candy_barone
Podcast: https://spotifyanchor-web.app.lin

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 2: Navigating the Challenges and Emotional Journey of Caregiving with Dr. Delia Chiaramonte

Yasmin Nguyen & Kathleen Mundy — Mon, 29 Jan 2024 22:00:00 -0600

The Real Retirement Show, hosted by Yasmin and Kathleen, explores caregiving complexities during the aging phase of life. The hosts delve into the various challenges of being a caregiver to aging parents or family members, emphasizing the importance of self-care and open communication. In this episode, they interview Dr. Delia Chiaramonte, an integrative palliative medicine physician and author of 'Coping Courageously'. Dr. Chiaramonte shares strategies to support a loved one's illness without losing oneself, including how to manage caregiver burnout, navigate the healthcare system, and approach difficult conversations. She offers valuable insights on 'toxic positivity' and stresses the importance of acknowledging feelings of suffering and finding gratitude in challenging situations.

00:00 Introduction: The Challenges of Caregiving

00:46 Welcome to The Real Retirement Show

01:29 Introducing Dr. Delia Chiaramonte: Expert in Palliative Care

02:29 Discussing Dr. Chiaramonte's Book: Coping Courageously

03:19 Understanding Palliative Care: A Misconception

04:36 The Impact of Serious Illness on Families

04:51 Personal Experiences with End of Life Care

05:39 The Importance of Open Conversations about Illness

07:12 Navigating the Healthcare System: A Challenge

08:17 The Struggle of Communication within Families

10:28 The Power of Presence in Suffering

15:15 The Role of Acceptance and Control in Caregiving

15:46 The Importance of Being Present to Suffering

18:58 The Struggle of Control in Caregiving

21:44 Understanding the Importance of Decision-Making Autonomy

23:03 Dealing with Anger and Emotional Outbursts

25:10 Managing Frustration and Resentment as a Caregiver

36:11 Navigating the Healthcare System

39:58 Closing Thoughts and Reflections

Learn more about Dr. Chiaramonte and her book: http://www.copingcourageously.com

Real Retirement Video Podcast: Real Retirement - YouTube

Creating a Retirement Day Practice Today

Yasmin Nguyen & Kathleen Mundy — Mon, 22 Jan 2024 21:00:00 -0600

In this special bonus episode Yasmin will share with you the concept of practicing retirement and how you can start discovering your joy and play the foundation for an intentional retirement journey, even if you're many years away. He will also share my family's story of coming to America and what led to this podcast.

Real Retirement Video Podcast: Real Retirement - YouTube

Embracing Community and Connection in Retirement

Yasmin Nguyen & Kathleen Mundy — Mon, 22 Jan 2024 21:00:00 -0600

In this special bonus episode Kathleen and Yasmin dive into a topic that touches the hearts of many retirees and those nearing this significant life chapter - the profound sense of loneliness that can accompany retirement.

We'll explore the concept of 'propinquity', a key to fostering closer relationships, and how it can be applied to enrich our retirement experience.

Join us as we discuss the importance of community, shared experiences, and the journey of transition into this new phase of life, offering insights and stories to guide and inspire. So, whether you're retired, planning for it, or supporting someone who is, this mini episode promises to be an enlightening and heartwarming journey into making the most of our retirement years.

Real Retirement Video Podcast: Real Retirement - YouTube

Episode 1: The Art of Living Intentionally in Retirement

Yasmin Nguyen & Kathleen Mundy — Mon, 22 Jan 2024 20:00:00 -0600

Embarking on the journey into retirement can stir a whirlwind of emotions—excitement, apprehension, and a poignant curiosity about what life has in store beyond the nine-to-five grind. Kathleen and Yasmin welcome you to a candid conversation that delves into the heart of these feelings, examining the search for purpose and the significance of intentional living in crafting a retirement filled with connection and joy. We share our personal stories, opening up about the complexities of bidding farewell to long-held careers and the unexpected emotional terrain that often lies hidden beneath the surface of this major life transition.

With an inviting array of experts, like grief counselors and relationship coaches, we tackle topics that extend far beyond financial preparedness, addressing the impact of retirement on health, relationships, and family dynamics. We unveil our bespoke wellness assessment tool and anticipate the launch of our resource center, which promises to be an invaluable compass in navigating the multifaceted landscape of retirement. Join us as we create a community of support, providing you with curated resources to embrace this next chapter with ease, purpose, and a sense of shared experience.

Real Retirement Video Podcast: Real Retirement - YouTube

Real Retirement Trailer

Yasmin Nguyen & Kathleen Mundy — Mon, 15 Jan 2024 10:00:00 -0600

Welcome to "Real Retirement," a new podcast series hosted by Yasmin Nguyen and Kathleen Mundy, dedicated to exploring the diverse and often unspoken aspects of retirement. In this introductory episode, Yasmin and Kathleen set the stage for a series of heartfelt conversations and expert interviews, aimed at redefining retirement beyond financial readiness to include its emotional, physical, and lifestyle impacts. Listeners are invited to join this journey, which promises to be a blend of inspiring stories, practical advice, and a deep dive into the real experiences of retirement life.

Real Retirement Video Podcast: Real Retirement - YouTube