Retirement coach Joe Casey joins host Zach Morris to explore what truly drives fulfillment after leaving full-time work. Drawing on decades of executive coaching and gerontology research, Joe outlines the four core pillars—health, relationships, lifelong learning, and fun—that shape a meaningful next chapter. He shares common mistakes, insights from his coaching practice, and why experimentation is essential before and after retirement. Joe also discusses phased retirement, identity shifts, and how to design a purpose-driven “portfolio life.” A concise, practical conversation for anyone preparing for their next stage.
Get in touch with Joe: https://www.retirementwisdom.com/
Email: joec@retirementwisdom.com
Download your Guide: “Retirement By Design” : https://www.wealthbeyondwork.com/retirement
Learn how to work with Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us/
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