What Do You Really Want to Do?- Melissa Davey
Have you ever wondered how to become a filmmaker? As your second-act career? Melissa Davey knows how – she’s done it and she returns to our retirement podcast to share her lessons learned. Her story is about smart risk-taking and the value of a growth mindset. But it’s also about the courage …
Solo and Smart – Carol Marak
The number of adults who live alone is growing. Even those who have children cannot count on their help. The number of older adults who live within 10 miles of a relative has fallen significantly. When my guest Carol Marak was working in technology she returned home to be a caregiver for her parent…
The Long Walk Home – Jim Kerr
Planning for retirement is essential. But what if your retirement planning is upended by events beyond your control? Imagine if one day you lost your job as an executive after almost thirty years at a multibillion-dollar company. How would you react? When it happened to my guest today, he decided t…
147 Preparing for Life 2 With Don Ezra
Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end. Planning should be about finding a new identity, purpose, and direction that is fulfilling in later years. Don Ezra, investment expert and author joins us to talk about his own journey into re…
Episode 165: Your Identity is Not Defined by What You Get Paid to Do! – Interview with Don Ezra
Nate & Don discuss why your identity is not defined by what you get paid to do. Key takeaways:
What is an actuary?
“Life Two” Book
Working in retirement
How do figure out “what to do” in retirement
Fear of running out of money
Short term vs long term happiness
All Grown Up – Celia Dodd
Win the Retirement Game – Now Available
As we grow older, life transitions emerge. One is retirement. Another, if you have children, is your children becoming adults and your relationships evolving. Writer Celia Dodd has published insightful books on many of these life transitions, including retir…
#1: An Easy Way to Create a Lifetime Income Stream
In today's episode, I discuss with my guest, Don Ezra, how individuals can create a lifetime income stream from their wealth as they reach retirement and how sponsors of defined contribution plans could use this method to help their retiring plan participants do the same.
While we often overlook th…
Episode 271: Expected Returns of the AI Revolution (plus People are Lying to you About Money w/ Anthony Walsh)
AI is not new and financial mis-education is rife. These are two ideas that form the foundation of this episode, which features insights from Ben Felix, Mark McGrath, and guest speaker Anthony Walsh. To start our conversation, we explore the history of artificial intelligence and what it might mean…
Retirement Is Dead. Don Ezra's Building Something Better.
Welcome to another lively episode of The Wealth Happiness Plan podcast! Today, we're diving deep into the five pillars of wealth happiness, financial security, purpose, health, community, and regret minimization—with our very special guest, the legendary Don Ezra. At 81 years young, Don brings a li…
585: The U-Curve of Happiness: Why Life Gets Better with Age
What if getting older doesn't mean losing happiness, but gaining more of it? Author Don Ezra explores the surprising science behind the U-curve of happiness and why perspective, purpose, gratitude, and letting go of perfection can make the years ahead some of your best.
In this episode, you'll lea…
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