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Are You Ready For The New Retirement? – Stephen Chen

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Retirement Wisdom · Jul 16, 2020 ·

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The New Retirement is Here – and It Keeps Evolving

Planning for retirement is not the type of thing you set and forget. Retirement continues to evolve. And in times like these, you want to make sure that your retirement plan is current and up to speed for a changing landscape. Our guest, Stephen Chen, has his finger on the pulse of retirement today. His company, New Retirement, is an online retirement planning service, with one of the top-rated retirement planning calculators, along with other robust tools and advisory services.

Steve offers his perspective and opinions on:

The story of his company: New Retirement
How retiring is different today
The building blocks of a sound retirement plan
The expenses people aren’t adequately accounting for – but should be
How the pandemic is changing retirement planning
How COVID-19 is affecting the FIRE Movement
What people should be aware of if they want to start a business
How people who’ve put it off can get started on preparing for their retirement

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Bio

Stephen Chen is the founder and CEO of NewRetirement, an online retirement planning service focused on helping people prepare for and make the most of their resources in retirement.

He focuses on product management and business development at NewRetirement.

His experience spans financial services, education, investing, and retirement planning across firms that include Charles Schwab, Wells Fargo, Embark, SEC Ventures, and Dimensional Fund Advisors.

Chen has worked in Fortune 500 firms and has also started venture-backed firms that have raised $40 million in capital. He is an honors graduate from Boston University with a bachelor of science in systems engineering.

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Wise Quotes

On The Importance of Planning

“First, it’s just having a plan. Right. So getting organized and kind of seeing what’s possible. For many folks, healthcare is the number one thing they’re thinking about when they’re looking at the transition to retirement. So, there are three parts. There’s the healthcare you get while you’re working, which people take for granted. Then there’s usually a gap between when you’re working and before Medicare. And then there’s your plan for Medicare, but then there’s thinking about your healthcare. There’s thinking about your income, right? So how do you claim social security? How do you draw your assets tax efficiently? How do you manage risk in your portfolio and in your own situation? So there are different ways that you can hedge risk in your portfolio and there are ways you can use other resources”.

On Purpose in Retirement

“We’re definitely seeing people ask in our community for ideas on how to spend their time, if it’s volunteering or if it’s work or starting companies. Being thoughtful about purpose – it’s worth it to take some time and think about how you’re going to spend your own time, where you want to see that invested in and what you want to see the result of that time.”

On The Impact of COVID-19 on Retirement Planning

“I think another thing that’s happened is like the people are getting a preview of what retirement could be if they are not too thoughtful about it. It’s like Groundhog day, right? It’s like the same day over and over – What are we doing today? We’re going to go for a hike. What’s for dinner? That’s anybody watched the movie Groundhog day again. Doesn’t look like a lot of fun. Let’s be thoughtful about how we’re going to spend our time.

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For More Information on Stephen Chen

NewRetirement.com

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Related Podcast Episodes You May Like

How to Make a Wise Career Switch – Dawn Graham

The Skill Set for Life’s Transitions – Bruce Feiler

What’s Your Exit Strategy? – Ashley Micciche

What Are The Keys To A Successful Retirement? Fritz Gilbert

How to Retire Early and Live Your Life Fully – Leif Dahleen

Making Sense of Medicare – Dan Petkevich

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About Retirement Wisdom

We help people who are retiring from their primary career – and aren’t done yet – discover what’s next.

A long retirement is a terrible thing to waste. And a meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how we can help you make yours great.

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Retire smarter. Explore retirementwisdom.com

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The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

Retirement Wisdom · Jul 5, 2020 ·

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What’s a business owner’s retirement plan? It’s often based on the business itself. And to retire smarter, that means you need a sound exit strategy.

Don’t Put Off Your Exit Strategy

An exit strategy is easy to put off. But it’s a crucial component of retirement planning for small business owners and entrepreneurs. Putting it off can create unnecessary risk and uncertainty. In fact, a surprisingly high percentage of business owners do not know the valuation of their business. And that leads to the possibility that you won’t be able to retire on your own terms when you’re ready.

Our guest today is Ashley Micciche, QPFC®, CRPC®, who specializes in qualified retirement plans like 401(k)s, Profit Sharing Plans, and Cash Balance Plans. Ashley shares her wisdom on developing an exit strategy and what she sees with business owners planning for retirement.

We discuss with Ashley:

How she became involved with exit planning
What she thinks are the essential components of a good exit strategy
What gets in the way of having a sound exit strategy in place
How far in advance of retirement should business owners develop an exit strategy
The unique things business owners need to think about with retirement planning
What she hears from business owners these days on planning for retirement

Ashley joins us today from Portland, Oregon.

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Wise Quotes

“What I found was a lot of these business owners I have been working with and was working with at the time; a lot of them were close to retirement. A lot of them had pretty much everything tied up in their business. And when you’re a business owner, the decision to retire is much more complicated because not only do you have to figure out what you’re going to do about when you retire. [There’s ]Social Security and do I have enough to retire? All those things. But then you have this big elephant in the room, which is the business.”

“And so that led me down this path to focusing more on, ‘Okay, how is your business a component of your retirement?’ It’s usually a pretty big component. And so I started talking with my business owner clients more and more about that. And then about eight years ago, one of my business owner clients died very suddenly of a heart attack. And he had done no planning or anything. And I watched from the sidelines as his business crumbled, his long-term employees were very quickly let go and laid off. The company was sold for pennies on the dollar to an East Coast competitor. We’re on the West Coast here. And just everything that could have gone wrong after he died did go wrong. And it was very hard to watch. And I thought, I need to go deeper into this with clients; talking to them and helping them and carving out a plan for exit. And along with that, what happens to your business? How can we protect your business and protect your family, if things don’t go as planned.”

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Bio

Ashley Micciche specializes in qualified retirement plans like 401(k)s, Profit Sharing Plans, and Cash Balance Plans, and has earned both the Chartered Retirement Planning Counselor® and the Qualified Plan Financial Consultant® designations.

Ashley works with her business owner clients to help build and maintain successful retirement plans that recruit, reward, and retain good employees while controlling costs. Most importantly, her goal is to help maximize the number of employees who retire with adequate savings.

Ashley started her career as a financial advisor in 2007 after graduating magna cum laude with a Bachelor of Science degree in Business Finance from Portland State University.

When Ashley joined David as a financial advisor in 2007, she jumped in with both feet. “My dad threw me to the wolves,” she laughs, explaining that she took on some complex clients right from the start. She noticed that the vast majority of financial planners offered a “something for everyone” service model, but very few specialized in the unique set of needs and challenges that business owners face. So she developed expertise in qualified retirement plans and earned both Chartered Retirement Planning Counselor® and the Qualified Plan Financial Consultant® designations. Ashley continues to guide business owners in developing highly customized, successful retirement plans.

She and her high school sweetheart husband, Troy, are both Oregon natives and live in Happy Valley with their two young children and two stubborn dachshunds. In her free time, she enjoys reading, running, and tries to sneak away to the golf course whenever possible.

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For More on Ashley Micciche

https://truenorthretirementadvisors.com/valuemybusiness/

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Related Podcast Episodes

The Skill Set for Life’s Transitions – Bruce Feiler

Design Your Life and Get Unstuck – Dave Evans

What Are The Keys To A Successful Retirement? Fritz Gilbert

If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver

What Will You Do When Work Becomes Optional? – Stan Corey

Can You Grow Younger? – Marta Zaraska

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About Retirement Wisdom

We help people who are retiring from their primary career and are not done yet, discover what’s next.

A long retirement is a terrible thing to waste. And a meaningful retirement doesn’t just happen by accident.

Retire smarter. Schedule a call today to discuss how we can help you make yours great.

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Retirement Wisdom · Jul 2, 2020 ·

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Making a career change at 50 isn’t something you should do on a whim. It takes planning and savvy networking to create the right encore career in the non-profit sector. Our guest on this podcast, Betsy Werley, of Encore.org, made such a transition to an encore career to the not-for-profit world herself after a successful business career. And she’s helped many people make smart transitions to second careers.

We discuss with Betsy:

What led her to pursue an encore career in the non-profit sector
Why the missions of The Transition Network and Encore.org attracted her
What the transition was like coming from the corporate arena into the non-profit world
The benefits – and challenges – of second act careers
How volunteering helps pave the way
The biggest obstacle many people face in landing the right non-profit role
Her advice for people considering a move into a non-profit encore career
What resources people should tap into when considering a career in the non-profit sector

Betsy joins us from New York City.

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Bio

Betsy Werley is Encore.org’s Director, Network Expansion. She has dedicated this phase of her career to building the encore movement and making later life a time of opportunity and contribution.

Betsy moved to the nonprofit sector in 2005, as The Transition Network’s first Executive Director. She led that organization through a growth phase from one chapter to 12. Her encore transition was profiled in Marc Freedman’s The Big Shift and Kerry Hannon’s What’s Next?

In her Transition Network role, she was a founding member of Coming of Age New York City and the Encore Network Steering Committee. Betsy joined Encore.org in 2013 as an Innovation Fellow, expanding connections between Encore.org and on-the-ground programs in the US and around the world.

Betsy spent the first 26 years of her career as a corporate lawyer and a business executive at JPMorgan Chase. She served as a long-time board member and President of the Financial Women’s Association, and in 2002, launched a mentoring program for Baruch College undergraduate women business majors.

In 2017 she received Baruch’s Community Partner Award for her leadership of that program. Betsy has also been honored as the 2019 recipient of the PSS Impact Award for Leadership in Positive Aging. Betsy is frequently quoted by the media and invited to speak on issues related to older adults as assets in society.

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Wise Quotes

On Networking

“I think people should always be aware – and people should always think life is long and thee people around me now are people with whom I want to maintain a positive relationship with. And to know that at some point they would think of you if they are looking for something – and you would think of them. And sometimes, I think people don’t realize how big a network they have already. So your dentist is in your network. Your doorman is in your network. That guy who sells you your car is in your network. So with that specific message of ‘Here’s what I’m looking for’, those are all networks that you can tap. So I think one challenge for a lot of people is that they are shy about leveraging their networks and saying to people, just for the heck of it,‘I hear something, I wonder if you have any advice for me. So really talking to people and learning how to leverage the networks that they actually have. It’s pretty diverse.”

On Volunteering

“You can certainly start out getting involved in volunteering in Board work while you are continuing to do your day job. In fact, I strongly recommend that to anyone I talk to as they’re looking ahead at a future career in the non-profit sector – so they can make connections. Tthey can build credibility, they can learn what they like and what they don’t like. And that will stand them in good stead at a time when perhaps they can afford to transition to the non-profit sector. And certainly, I advocate volunteering of all kinds during people’s whole career. I think it’s extremely important because it builds skills. It allows you to incorporate passion into the whole portfolio of your life in a way that your job may not. So again, I think people can build toward a later nonprofit job while still getting a lot of the satisfaction of engaging in the nonprofit sector. Even while they’re heads down in a for-profit day job.”

On Creating an Encore Career

“I encourage people to start now. I love David Brooks’ formulation, encouraging people to switch their thinking from their resume to their eulogy at their funeral. What is the impact you want to make in the world? And how can you start out on a journey that will allow you to bring your skills and your passion to make that impact that you want to make.”

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For More on Betsy Werley

How to Land that Late-Life Job: Tips from a Nonprofit Executive – Encore.org

The Encore Network

(Full disclosure: Joe Casey & Retirement Wisdom are members of The Encore Network)

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Resources Recommended in this Podcast

The Encore Career Handbook by Marci Alboher

The Chronicle of Philanthropy

The Chronicle of Higher Education

Encore.org

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Podcast Episodes You May Like

Why People Make a Career Change with Purpose Top of Mind – Chris Farrell

Retired, But Not Done Yet – Dr. Cynthia Barnett

Not Exactly Retired – David Jarmul

Advice for Successful Career Women Transitioning to Retirement – Helen Dennis

How Seniors Are Saving the World With Activism – Thelma Reese

How to Make a Wise Career Switch – Dawn Graham

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Related Blog Posts

How to Change Lanes to a Second Career

Find the Volunteer Opportunity That’s Right for You

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About Retirement Wisdom

We help people who are retiring from their primary career and are not done yet, discover what’s next.

A long retirement is a terrible thing to waste. And a meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how we can help you make yours great.

______________________________________

Explore retirementwisdom.com

Retirement Wisdom · Jun 25, 2020 ·

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The best midlife transitions are not linear or predictable. You find your calling or life’s mission in different ways. The paths are winding. Unexpected events serve as catalysts to redirect you in ways you could not have imagined earlier in life.

The story of Steve Javie’s journey to find his life’s mission is remarkable. And while his particular path or religion may not be relevant to you, his lessons learned just might be helpful in your unique midlife transition.

Bio

A highly regarded referee in the National Basketball Association for 25 years, Steve Javie officiated 1,514 regular-season games, 243 playoff games, and 23 NBA Finals games, from the 1986-87 season to the 2010-11 season. Highly respected for his game management skills, Javie was also a Crew Chief for 22 years. During his career, he was a board member of the National Basketball Referees Association and a key contract negotiator.

Steve retired from the NBA in 2011 – and in 2012 began a seven-year course of study — in the Archdiocese of Philadelphia to become a Deacon in the Catholic Church. He was ordained on June 8^th, 2019, and serves as an ordained Deacon at St. Andrew’s Catholic Church in Newtown, Pennsylvania. In addition, Steve Javie works with ABC & ESPN as a basketball analyst where you’ll see him in the weeks ahead as the NBA season resumes.

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Wise Quotes

On Taking Time With Transitions

“The advice I would give somebody who is retiring is it takes some time, some quiet time. First of all, number one, since you’ve probably been working for a number of years, don’t jump into something right away too quickly. Take that quiet time. Get that adjustment period to get to know your wife again, your family again, if you have any children at home. If not, maybe get to know that person who’s put up with us all these years and are [also] working. And don’t jump right into another phone call because your ego says, ‘Hey, you know, this company wants me or that company wants me to be a consultant or they’re going to pay me this’ I think we deserve it to just sit back and relax. And I think within six months to a year or whatever it may be, I think then you can say, you know what, I’m ready to maybe do something.”

On The Importance of Mentors … and Learning from Mistakes

“I really believe that having great mentors is what it takes to be a successful official. One of the reasons …I learned this at an early age and I preached this a lot when I speak to younger officials at the high school level, you really have to be objective with yourself. You really have to be able to look at these game films…and be objective. “I missed this call” – it’s the hardest thing in the world to do for humans. You really have to admit your mistakes to be able to do that. Because I think, once you make your mistake, then you find out the big question you always say, when you make a mistake, (when watching video) is, ‘Why, why did I make that mistake? Why did I blow the whistle? Or why didn’t I blow the whistle? And I think if you can get to that point of admitting your mistake, swallowing your pride and saying, Okay, why did I do this wrong? Well, how can I improve? Was my positioning this way? Did I guess, did I have an open look on the play? There are so many questions you have to ask yourself. As I tell every young referee, be objective, admit your mistakes…But I can just relate it to everyday life too. I think it’s really kind of cool that we can, as human beings, at times admit our mistakes. And it makes things a lot easier.”

On Faith

Related Podcast Episodes

The Skill Set for Life’s Transitions – Bruce Feiler

Retirement Planning Includes Getting Good at Getting Older – Rabbi Laura Geller

With the Freedom to Retire, Where Will You Plant Your New Tree? – Don Ezra

Take the Detour – A Second Act Career Story – Melissa Davey

Related Book Review

Answering Your Call: A Guide for Living Your Deepest Purpose

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About Retirement Wisdom

We help people who are retiring, but not done yet, discover what’s next.

A long retirement is a terrible thing to waste. And a meaningful retirement doesn’t just happen by accident.

Retire smarter. Schedule a call today to discuss how we can help you make yours great.

___________________________

Explore retirementwisdom.com

Retirement Wisdom · Jun 5, 2020 ·

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Can seniors save the world through social activism in their life after retirement? Dr. Thelma Reese thinks so. And, she knows so, too. She’s the co-author of the new book How Seniors Are Saving The World: Retirement Activism to the Rescue! with BJ Kittredge. While we often see examples of senior volunteering, this book highlights seniors who are activists in various ways on a range of issues.

Seniors Helping Others in Retirement

The book tells the stories of seniors from various walks of life, ages, and backgrounds who are doing just that. They are investing their time, energy, and passion into causes that matter— and they’re making a difference. Whether it’s volunteering or activism that’s a fit for you, you’ll find these stories inspiring ways to get involved – in ways big and small.

We discuss:

Why she wrote this new book
What the diverse group of 24 seniors profiled in the book has in common
Some of the stories and causes detailed in the book of seniors changing the world
What she thinks we can learn from the pandemic
How her thinking has evolved during the pandemic on topics like ageism
Why intergenerational relationships are so important
The story of a new intergenerational course she’s creating with a group at Temple University and Osher Lifelong Learning Institute in Philadelphia
Her advice for seniors who want to get engaged in saving the world

Dr. Reese joins us today from Center City Philadelphia.

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Bio

Thelma Reese, B.S., M.Ed., Ed.D., all from Temple University, began teaching third grade in 1954. When her two daughters were in school, she began her graduate studies in Educational Psychology, was awarded a pre-doctoral fellowship, and was active first in the field of Reading Psychology and Education. She taught as an adjunct professor at Temple University and Arcadia University. When her children were grown, she became a professor of English and director of special programs at Community College of Philadelphia.

After early retirement at CCP, she created the Advisory Council for Hooked on Phonics and was its spokesperson in the ’90’s. In that role, and as director of the Mayor’s Commission on Literacy for the City of Philadelphia, she appeared frequently on television and hosted a cable show in Philadelphia. She was a founder of Philadelphia Young Playwrights, chaired the Board of Children’s Literacy Initiative, and organized the World Symposium on Family Literacy at UNESCO in Paris in 1994.

She is co-author, with Barbara M. Fleisher, of The New Senior Woman: Reinventing the Years Beyond Mid-Life (Rowman & Littlefield). Their second book, The New Senior Man: Exploring New Horizons, New Opportunities was published by Rowman & Littlefield in 2017. Her latest book is How Seniors Are Saving the World: Retirement Activists to the Rescue!, co-authored by BJ Kittredge, published by Rowman & Littlefield in 2020.

Reese and Fleisher created the blog www.ElderChicks.com in 2012, which is ongoing since the passing of Dr. Fleisher in October of 2016.

She lives in Philadelphia with her husband, Harvey Reese, who is an artist and the author of several books, including How to License Your Million Dollar Idea (John Wiley, publisher).

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Wise Quotes

On Activism vs. ‘Clicktivism’

“I think activism really is just doing something that goes beyond thinking about it. I love the word that I found somewhere clicktivism, where we just click on or like something on Facebook. It goes another step. In some ways, I think we just redefined activism tremendously with the pandemic. I think seniors just by staying in, have been activists – just by not making things more dangerous for themselves and others. You can take it to the level It doesn’t want the accolades, doesn’t want the notoriety, doesn’t want to be noticed necessarily, but wants to make sure that it’s happening, something good is happening – and how to part of that of getting it going and keeping it moving. So activism can range from picking up a phone to call your congressperson, to writing postcards, but it goes beyond the clicktivism.”

On Focusing on What Matters

“People who talked about downsizing (we’re not talking just about the time to actually get rid of material stuff) found that they were getting rid of some stereotypes, some opinions, some ideas that they held very strongly – that they didn’t all of a sudden didn’t matter anymore. Things that we thought were so important, things that would take hold of you immediately, even physical things that would take you immediately to the ER or an Urgent Care suddenly ‘This can wait.’, And this is such a big deal. So many things turned out to be things that could wait, including a lot of scheduled doctor’s appointments. And things that we had to attend to in person now we’re getting used to the way we’re communicating now and not seeing each other in person. That’s a big change. That’s a very big change. And I think for many seniors, they’ve been brought into a lot of the technological changes that they hadn’t embraced before.”

Advice for Senior Activists

“First of all, take care of yourself, be good to yourself. Count what’s good. Be computer savvy enough to Google everything that interests you. And when you find something that does, try to get involved. One thing we felt strongly about with this book was not just to tell the stories. At the end of each chapter is something called How to Connect. And if it interests you, you can connect by either going online and learning more… [and] any of these can spark an interest in you. And it might be that you just want to read about it and then find something else. Don’t feel you have to act on the first thing that piques your interest, find something that you might sort of fall in love with. And now that we’re all getting used to not having to meet in person, it’s okay. You can do all this remotely and feel, just as involved. We’ve learned how to be just as involved this way. And as you are really involved in something, you will find that you’re not as involved [with] the things that are bothering you about aging. You’ll find something good about it. And you’ll find that you’re still growing.”

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For More on Thelma Reese

Buy: How Seniors Are Saving The World: Retirement Activism to the Rescue!

Thelma’s Blog: ElderChicks

Follow Thelma Reese on Twitter: @ElderChicks

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Mentioned in this Podcast

The Best Day of My Life So Far (Benita Cooper)

Coming of Age Webinar (with participant Colby Farrell)

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Podcast Episodes You May Like

Retired, But Not Done Yet – Dr. Cynthia Barnett

What Are The Keys To A Successful Retirement? Fritz Gilbert

Advice for Successful Career Women Transitioning to Retirement – Helen Dennis

Not Exactly Retired – David Jarmul

Retirement Planning Includes Getting Good at Getting Older – Rabbi Laura Geller

Why Building Resilience is Vital in Midlife and Beyond – Jan Zacharjasz

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About Retirement Wisdom

We help people who are retiring, but not done yet, discover what’s next.

A long retirement is a terrible thing to waste. And a meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how we can help you make yours great.

__________________________

Explore retirementwisdom.com

Are You Ready For The New Retirement? – Stephen Chen

The New Retirement is Here – and It Keeps Evolving

Bio

Wise Quotes

Don’t Put Off Your Exit Strategy

Wise Quotes

Bio

Related Podcast Episodes

About Retirement Wisdom

Bio

For More on Betsy Werley

Bio

Wise Quotes

Seniors Helping Others in Retirement

Bio

Wise Quotes

For More on Thelma Reese

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