Beyond Retirement

Most retirees spend time planning what they'll leave behind financially. But what about the stories, lessons, and memories that make up a family's identity? In this episode of Beyond Retirement, I speak with Jeff Corcoran, founder of Kinwood, a company helping families preserve family history through digital heirlooms and celebration-of-life films. Jeff shares how a personal loss inspired him to rethink the traditional funeral industry and why more families are choosing meaningful celebrations of life over traditional ceremonies. We also discuss why family stories disappear so quickly, how technology can help preserve them, and what retirees can do today to ensure their experiences and wisdom aren't lost. Whether you're thinking about your own legacy, helping aging parents preserve their stories, or simply wondering what future generations will remember about your family, this conversation offers practical ideas and meaningful insights. KEY TOPICS: Preserving Family History Why family stories often disappear within one or two generations Capturing memories before they're lost Legacy Beyond Money The value of stories, lessons, and wisdom What future generations really want to inherit Changing Funeral Traditions The shift toward cremation and celebration-of-life events Why families are seeking more personalized experiences Digital Heirlooms Using technology to preserve memories Creating lasting records of family history End-of-Life Conversations Why discussing wishes in advance matters Reducing stress and uncertainty for loved ones Living a Meaningful Life Lessons Jeff has learned from hearing hundreds of life stories What truly seems to matter in the end KEY TAKEAWAYS: Family history disappears faster than most people realize. Legacy includes much more than financial assets. Recording stories doesn't require expensive equipment. Future generations often value personal stories more than possessions. Authenticity matters more than tradition when commemorating a life. Retirement is an ideal time to preserve memories and wisdom. THOUGHTS TO PONDER: What stories would disappear if you were gone tomorrow? What life lessons do you most want future generations to remember? How much do you know about your grandparents' lives? What does legacy mean beyond money and possessions? ACTION STEPS Record one family story this week. Ask an older relative about their childhood. Write down your most important life lessons. Discuss your end-of-life wishes with loved ones. Create a simple archive of family photos and memories. CONNECT WITH JEFF: Website: Kinwood BIO: Jeff Corcoran never planned to build a company in the funeral and bereavement space. After attending several funerals in a short period of time and noticing how little had changed in the industry over generations, he began asking a simple question: why are we preserving bodies more carefully than stories? That question eventually led him to create Kinwood, a modern celebration-of-life company that helps families preserve memories, values, life lessons, and family history through digital films and recorded interviews. Today, Jeff works with families across Canada to create lasting digital heirlooms that help future generations stay connected to the people and stories that shaped them. 💥 READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com Mentioned in this episode: Women in the Middle - Suzy Rosenstein Check out the podcast: https://suzyrosenstein.com/podcast Women in the Middle Podcast

In this solo episode of Beyond Retirement, Jacquie reflects on a powerful idea that emerged from her conversation with Anne Van Leynseele: retirement was designed for a world that no longer exists. For previous generations, retirement often meant a brief period of rest at the end of life. Today, many retirees leave work healthy, active, and facing 20 to 30 years of possibility. That creates an entirely different challenge. Once the novelty of freedom wears off, many people discover they miss something they never expected: structure, engagement, and a sense of purpose. This episode explores why retirement planning must go beyond finances and why building an intentional life may be the most important retirement project of all. Key Ideas Retirement was designed for a different era Freedom alone does not create fulfillment Work provides structure, identity, and momentum Many retirees experience a loss of engagement Purpose is rediscovered through action, not endless planning Curiosity may be more important than confidence in retirement Retirement can be an expansion of life rather than a shrinking of it Questions to Reflect On What parts of your former work life provided structure? What activities genuinely pull you forward? What interests have been waiting in the background for years? Where might you benefit from becoming a beginner again? What would a bigger, more intentional retirement look like for you? READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com Mentioned in this episode: Women in the Middle - Suzy Rosenstein Check out the podcast: https://suzyrosenstein.com/podcast Women in the Middle Podcast

In this episode of Beyond Retirement, Jacquie speaks with Anne Van Leynseele, creator of Preferment, about why the traditional idea of retirement may no longer serve today’s retirees. Anne believes that after decades of building careers, raising families, and meeting obligations, the post-career years should be viewed as a promotion rather than a withdrawal from life. We explore the identity challenges many people face when work ends, why so many retirees feel lost despite having financial plans in place, and how curiosity, purpose, and intentional exploration can help create a fulfilling next chapter. Anne shares practical examples of people who rediscovered forgotten passions, found new communities, and built meaningful lives around activities they genuinely enjoy. Key Topics Covered Why retirement was designed for a different era The concept of “Preferment” and what it means Identity loss after leaving a successful career Why hobbies alone often aren’t enough Expanding interests into meaningful life themes The importance of physical, intellectual, and social engagement Adapting passions as circumstances change Relationships and marriage after retirement Learning to say no and let go of obligations Building a life based on joy rather than achievement Guest Links Website: rarifiedlife.com Related Episodes #296 - Michael Kay – Chapter X and Finding Purpose #302 - Sandy Laneville – Building Community After Retirement #312 - Marianne Oehser – Your Happiness Portfolio for Retirement (coming soon) ********************* Don't forget to check out Aging With Purpose and Passion , a podcast for women over 50 navigating major life transitions. Hosted by Beverley Glazer, MA, CCC, Work and Life Transition Coach, each episode brings you real stories, practical strategies, and expert insights from women who have faced adversity and created meaningful new chapters in life, work, health, and relationships. If you're feeling uncertain, invisible, restless, or ready for change, this podcast helps you gain confidence, clarity and momentum. Because your best years were never defined by your age. They’re defined by the courage to choose what comes next. Find Aging With Purpose and Passion wherever you get your podcasts. AgingWithPurposeandPassion.com

Show Notes In this solo episode of Beyond Retirement, Jacquie explores a surprisingly common retirement challenge: knowing you have freedom but having no idea what to do with it. Inspired by a recent conversation with Norman Calvo, she shares a practical exercise called the “10 and 10 List”, a simple way to generate possibilities without needing to discover your life’s purpose first. If retirement feels open-ended, uncertain, or lacking direction, this episode offers a gentle framework for creating momentum through curiosity and experimentation. Key Ideas Why retirement often feels harder than expected The hidden challenge of losing structure Why your mind goes blank when asked what comes next Building your “possibility muscle” Creating a 10 and 10 List Using small experiments instead of big commitments How to evaluate new activities Turning curiosity into action Reflection Questions What activities have you always been curious about? What interests did you set aside during your working years? Which possibilities feel energizing rather than obligatory? What is one small step you could take this week? How might experimentation create clarity? Related Episodes Norman Calvo: Retirement as Reinvention Living Intentionally After Retirement Rebuilding Purpose Through Curiosity READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com *************************** Don't forget to check out Aging With Purpose and Passion , a podcast for women over 50 navigating major life transitions. Hosted by Beverley Glazer, MA, CCC, Work and Life Transition Coach, each episode brings you real stories, practical strategies, and expert insights from women who have faced adversity and created meaningful new chapters in life, work, health, and relationships. If you're feeling uncertain, invisible, restless, or ready for change, this podcast helps you gain confidence, clarity and momentum. Because your best years were never defined by your age. They’re defined by the courage to choose what comes next. Find Aging With Purpose and Passion wherever you get your podcasts. AgingWithPurposeandPassion.com

What happens when the career that defined you for decades… no longer fits? In this episode of Beyond Retirement, Jacquie Doucette talks with Norman Calvo, a mortgage banker of 44 years who decided (in his 60s) to run half marathons, take singing lessons, and eventually perform a sold-out one-man cabaret show in Times Square. Norman shares what it looks like to step outside the “default life,” why tiny changes compound into big identity shifts, and how to move forward even when you feel awkward, judged, or unsure who you are without your job title. If you’re approaching retirement (or already there) and you feel a quiet restlessness, this conversation will help you reconnect with what excites you and start designing a next chapter that’s aligned, intentional, and fully alive. Key Topics Covered: Identity After Retirement — Letting go of career labels Living Intentionally — Moving beyond routine Courage to Change — Taking small steps Reinvention Later in Life — Trying new things Practical Next Steps — How to begin change About the Guest: Norman Calvo spent over four decades as a successful mortgage banker before reinventing his life in his 60s through fitness, singing, and coaching. Today, he helps others move beyond routine and rediscover purpose, energy, and excitement in later life. Connect with Norman: Substack: https://normancalvo.substack.com Website: https://www.againstthenorm.net LinkedIn: https://www.linkedin.com/in/norman-calvo-9792844 Facebook: https://facebook.com/norman.calvo.5 Instagram: https://www.instagram.com/calvo.norman Beyond Retirement themes discussed: Purpose & Meaning in Retirement Identity After Work Resilience & Emotional Strength Health, Fitness & Aging Well Creating a Fulfilling Routine Courage, Confidence & Taking Action Life Transitions & Reinvention Topics: life after retirement, identity after retirement, retirement purpose, living intentionally, retirement mindset, reinvent yourself, retirement transformation READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com **************** Don't forget to check out Aging With Purpose and Passion , a podcast for women over 50 navigating major life transitions. Hosted by Beverley Glazer, MA, CCC, Work and Life Transition Coach, each episode brings you real stories, practical strategies, and expert insights from women who have faced adversity and created meaningful new chapters in life, work, health, and relationships. If you're feeling uncertain, invisible, restless, or ready for change, this podcast helps you gain confidence, clarity and momentum. Because your best years were never defined by your age. They’re defined by the courage to choose what comes next. Find Aging With Purpose and Passion wherever you get your podcasts. AgingWithPurposeandPassion.com

In this solo episode of Beyond Retirement, Jacquie delves into who we become after we retire. Most of us are familiar with our "work identity", but many people struggle to define who they are after retirement. Key ideas retirement leaves a void in our personal identity as humans, we long to belong somewhere what happens when the honeymoon phase is done redefining our identity is a great opportunity for discovery experimentation is good Reflection Questions What do I want to be now? How can I figure out what interests me? READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com **************** Don't forget to check out Aging With Purpose and Passion , a podcast for women over 50 navigating major life transitions. Hosted by Beverley Glazer, MA, CCC, Work and Life Transition Coach, each episode brings you real stories, practical strategies, and expert insights from women who have faced adversity and created meaningful new chapters in life, work, health, and relationships. If you're feeling uncertain, invisible, restless, or ready for change, this podcast helps you gain confidence, clarity and momentum. Because your best years were never defined by your age. They’re defined by the courage to choose what comes next. Find Aging With Purpose and Passion wherever you get your podcasts. AgingWithPurposeandPassion.com

In this episode of the Beyond Retirement podcast, Jacquie Doucette speaks with corporate anthropologist Dr. Andi Simon about why retirement is far more complex than simply leaving work. Drawing on decades of research and interviews, Dr. Simon explains how retirement often creates an identity gap between who we were during our careers and who we are becoming next. The conversation explores how people navigate this transition, why freedom without structure can feel draining, and how curiosity, community, and intentional design can help retirees build meaningful lives beyond their careers. Key Topics Covered Retirement as a cultural and identity transition Why freedom without structure can feel unexpectedly draining The stages of retirement: honeymoon, awakening, and restructuring The importance of curiosity and experimentation after leaving work How retirees rebuild purpose and community How organizations could better prepare employees for retirement TImestamps 00:00 Introduction and what a corporate anthropologist studies 04:00 Why retirement is such a complex cultural transition 11:00 What successful retirement transitions have in common 18:00 Curiosity, identity, and asking the deeper “why” questions 22:00 What organizations could do differently about retirement 25:00 Reframing retirement as a stage of becoming 33:00 Advice for people struggling with the transition Guest Links: Website: https://www.andisimon.com LinkedIn: https://www.linkedin.com/in/andisimon Book: Rethink Retirement , https://www.amazon.com/dp/1636184278 READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com ************** Don't forget to check out Aging With Purpose and Passion . It is a podcast for women over 50 navigating major life transitions. Hosted by Beverley Glazer, MA, CCC, Work and Life Transition Coach, each episode brings you real stories, practical strategies, and expert insights from women who have faced adversity and created meaningful new chapters in life, work, health, and relationships. If you're feeling uncertain, invisible, restless, or ready for change, this podcast helps you gain confidence, clarity, and momentum. Because your best years were never defined by your age. They’re defined by the courage to choose what comes next. Find Aging with Purpose and Passion wherever you get your podcasts. AgingWithPurposeandPassion.com Mentioned in this episode: Aging with Purpose and Passion Reinvention After 50 Starts With One Question: What’s Next? Aging With Purpose and Passion is a podcast for women over 50 navigating major life transitions. Hosted by Beverley Glazer, MA, CCC, Work and Life Transition Coach, each episode brings you real stories, practical strategies, and expert insights from women who have faced adversity and created meaningful new chapters in life, work, health, and relationships. If you're feeling uncertain, invisible, restless, or ready for change, this podcast helps you gain confidence, clarity and momentum. Because your best years were never defined by your age. They’re defined by the courage to choose what comes next. Find Aging With Purpose and Passion, wherever you get your podcasts. AgingWithPurposeandPassion.com

In this solo episode of Beyond Retirement, Jacquie reflects on how we can give meaning to our lives in retirement. Key Ideas retirement doesn't automatically have meaning taking time to relax as you begin retirement can be helpful the little voice in your head can help you find direction finding structure for your day is imperative purpose doesn't have to be "big" Questions to Reflect On What gives you energy? What tasks/activities do people often ask you for help with? What problems around you could you help solve? READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com Mentioned in this episode: Reinvention Rebels Reinvention Rebels, hosted by Wendy Battles, is for women in midlife and beyond who are ready to consciously design the next chapter of their lives. Through stories of women 50 to 90-plus who are starting businesses, finding love, taking on big challenges, and rediscovering their confidence, Wendy reminds listeners that reinvention doesn’t have an expiry date.

What happens when retirement becomes an opportunity to build something meaningful rather than simply step away from work? In this episode of Beyond Retirement, Jacquie Doucette sits down with Sandy Laneville to explore how retirement can become a time of contribution, connection, and personal growth. Sandy’s journey began with a career in municipal recreation before she chose to stay home to raise her children. Over the years, she continued to find ways to contribute — volunteering in the community, serving as deputy reeve in her municipality, launching a pickleball club, leading women’s retreats, and teaching senior fitness classes. Through her story, Sandy illustrates that retirement is not about slowing down completely — it’s about choosing how you want to spend your time and energy. From helping seniors stay active to building community programs and supporting neighbors, Sandy shows how purpose can evolve through every stage of life. Her central message is simple but powerful: follow what brings you joy, listen to that inner voice encouraging you to try something new, and remember that you don’t have to be an expert to make a meaningful difference. Key Topics Covered Purpose Beyond Career Why many people still need a sense of contribution after leaving paid work Finding fulfillment through volunteering and community involvement Identity Transitions Adjusting from career roles to family and community roles Discovering leadership and personal strengths later in life Staying Active in Retirement How movement and balance training support independence Small daily habits that can improve physical health Community Connection The importance of avoiding isolation after retirement Building friendships and support networks among seniors Creating Opportunities Starting local initiatives like fitness groups or pickleball clubs Why you don’t have to be an expert to introduce new activities Following the Voice of Joy Recognizing what brings you energy and fulfillment Letting joy guide decisions in retirement Questions to Reflect On What activities genuinely bring you joy right now? Is there something you’ve always wanted to try but never had time for? How could you contribute to your community in a small way? Are there relationships you could strengthen by reaching out more often? What would retirement look like if you designed it intentionally? Resources Matthew Kelly's book, Slowing Down to the Speed of Joy , https://amazon.com/dp/1635825644 READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com ************** Don't forget to check out Reinvention Rebels and grab your free gift: https://reinventionrebels.com/100 Reinvention Rebels , hosted by Wendy Battles, is for women in midlife and beyond who are ready to consciously design the next chapter of their lives. Through stories of women 50 to 90-plus who are starting businesses, finding love, taking on big challenges, and rediscovering their confidence, Wendy reminds listeners that reinvention doesn’t have an expiry date.

In this episode of Beyond Retirement, I talk about how purpose can emerge in surprising places when life changes direction. Inspired by my conversation with Marilyn Raichle, this reflection explores how presence, listening, and small moments of connection can transform the way we experience retirement. Many people enter retirement with a clear picture of what life will look like — travel, hobbies, freedom, and time to relax. But life doesn’t always follow the plan. Health changes, family responsibilities shift, and unexpected roles appear. This episode explores how meaning often grows not from perfectly planned lives, but from how we respond when those plans change. Sometimes the most meaningful chapters begin when we slow down enough to notice the people and experiences around us. Key Topics Covered: Why retirement rarely unfolds exactly as planned The difference between being a caregiver and a care partner How listening and presence deepen relationships Finding purpose in unexpected roles and experiences Questions to Reflect Upon: Where might meaning be showing up in your life right now? How comfortable are you with letting life unfold without a plan? What small moments of connection could you notice more often? READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com ***************** Don't forget to check out Reinvention Rebels and grab your free gift: https://reinventionrebels.com/100 Reinvention Rebels , hosted by Wendy Battles, is for women in midlife and beyond who are ready to consciously design the next chapter of their lives. Through stories of women 50 to 90-plus who are starting businesses, finding love, taking on big challenges, and rediscovering their confidence, Wendy reminds listeners that reinvention doesn’t have an expiry date. Mentioned in this episode: Reinvention Rebels Reinvention Rebels, hosted by Wendy Battles, is for women in midlife and beyond who are ready to consciously design the next chapter of their lives. Through stories of women 50 to 90-plus who are starting businesses, finding love, taking on big challenges, and rediscovering their confidence, Wendy reminds listeners that reinvention doesn’t have an expiry date.

What happens when retirement doesn’t look the way you expected? And what if purpose appears not through careful plans, but through simply being present? In this episode of Beyond Retirement, I’m joined by Marilyn Raichle, who has spent her life building communities through creativity, curiosity, and connection. From founding the Seattle International Children’s Festival and a national comedy festival to leading Maude’s Awards for Innovation in Alzheimer’s Care, her work has always centered on bringing people together. Her life took an unexpected turn when she became a care partner for her parents as they lived with dementia. What followed wasn’t the story of loss that many people expect. Instead, it revealed moments of creativity, humor, and connection that reshaped her understanding of aging, relationships, and what it truly means to live well. Marilyn is the author of Don’t Walk Away: A Care Partner’s Journey , a hopeful and deeply human reflection on love, creativity, and connection through every stage of life. What You'll Learn: Through Marilyn’s story, you’ll discover how slowing down, listening deeply, and embracing simple moments of creativity can transform the way we relate to others and ourselves. This conversation offers a refreshing perspective on aging, reminding us that meaning often emerges in unexpected places. Key Topics Covered: Life After a Major Pivot When retirement doesn’t unfold as planned Redefining purpose beyond career identity Care Partner vs. Caregiver Shared humanity and partnership Letting go of control and expectations Creativity and Joy Art as a bridge beyond fear and stigma Play, music, and laughter as connectors Changing the Dementia Narrative Living with dementia, not suffering from it Enduring personhood and human needs Listening and Presence Slowing down and asking meaningful questions Why curiosity matters more than answers Connect with Marilyn: Book site: https://dontwalkaway.net/ Facebook: https://www.facebook.com/marilyn.raichle LinkedIn: https://www.linkedin.com/in/marilynraichle/ Instagram: instagram.com/raichlem/ READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com ***************************** Don't forget to check out Reinvention Rebels with host Wendy Battles, and grab your free gift: https://reinventionrebels.com/100 Reinvention Rebels is for women in midlife and beyond who are ready to consciously design the next chapter of their lives. Through stories of women 50 to 90-plus who are starting businesses, finding love, taking on big challenges, and rediscovering their confidence, Wendy reminds listeners that reinvention doesn’t have an expiry date.

Retirement gives you time—but it also removes the structure that once shaped your days. For many people, that loss of structure creates a deeper question: what replaces it? In this solo episode of Beyond Retirement, inspired by my conversation with Andrew Motiwalla of The Good Life Abroad , I explore how immersive travel can help retirees rediscover confidence, connection, and purpose. Most people travel in retirement the same way they traveled during their working years—short vacations packed with activities. But when you slow down and live somewhere for a while instead of rushing through it, everything changes. You develop routines. You connect with people. You adapt to a new environment. And those small adaptations rebuild something many retirees didn’t realize they lost: self-trust. **************************** Special Canada Day Offer from Alex Setzler, CEO/Founder of The Northern Office Alex Setzler, founder of The Northern Office, is offering Beyond Retirement listeners 10% off an annual membership to the Being Canadian app with the code OHCANADA . On Google Play, use ohcanada . The offer is valid until July 6 . I’ve been using the Being Canadian app myself, and I’ve found it a genuinely fun way to start the day. It includes three satirical stories based on current events, daily Canadian trivia, a snowbird day counter, and a few other extras that make it worth the few minutes it takes each morning. What I appreciate most is that it’s sharp without being mean-spirited. It lets us laugh at ourselves a little, while still keeping an eye on what’s happening in Canada and beyond. The Being Canadian app is one of several cross-border tools created by The Northern Office , a studio focused on products for Canadians, especially those navigating life between Canada and the U.S. There’s also a free newsletter and other free tools, with the app’s paid tier unlocking the full experience. If you’ve ever wanted your morning news with a side of maple-flavoured perspective, this one is worth a look, and the discount code makes it a little easier to try. **************************** Drawing from my own experiences living temporarily in Chapala and Oaxaca, Mexico, this episode explores why immersive travel can expand your world rather than shrink it—and why retirement may be the perfect time to explore life differently. What You’ll Learn in This Episode Why retirement often creates a loss of structure and identity The difference between vacation travel and immersive travel How living somewhere temporarily helps rebuild confidence Why community—not location—is the real destination How language barriers become opportunities to connect The truth about safety and healthcare while traveling abroad Why extended travel can sometimes cost less than staying home Practical steps for exploring immersive travel experiences Mentioned in This Episode The Good Life Abroad https://thegoodlifeabroad.com Use code BeyondRetirement for $100 off your first program. Key Takeaway Retirement becomes richer when it’s designed around expansion rather than contraction. When you choose experiences that encourage curiosity, learning, and connection, the world doesn’t get smaller—it opens up. Action Steps From This Episode 1. Start learning a new language today Download an app like Duolingo and spend ten minutes a day learning basic phrases. 2. Practice small acts of adaptation Change a routine in your daily life—try a new grocery store, attend a new event, or take a different route somewhere. 3. Research one immersive travel destination Instead of looking at a one-week vacation, explore what it would cost to live somewhere for a month. READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library : https://placeforbooks.com *********

What if travel in retirement wasn’t about seeing more places—but about living more fully? In this episode of Beyond Retirement, Jacquie Doucette sits down with Andrew Motiwalla, founder of The Good Life Abroad , to talk about a style of retirement travel that’s changing how people 55+ experience the world: slow travel with built-in community. Andrew shares how his Peace Corps experience in Honduras planted the seed for month-long stays that move you out of “tourist mode” and into real life; routines, local cafés, cultural events, and friendships that form naturally when you stay long enough to be recognized. You’ll hear why The Good Life Abroad is not a tour, how their cohort model works, and how community managers create light, optional touchpoints (like cooking classes, walking tours, and local experiences) that help you feel supported without being scheduled to death. You’ll also love Andrew’s perspective on “ joyspan ”—the idea that we can intentionally expand the years of joy, purpose, and connection in our lives. For many retirees, identity shifts can feel disorienting. Andrew explains how immersive travel can help you grow through learning, connect through shared values, and adapt to new experiences, often leaving you with more confidence and a bigger sense of possibility than when you arrived. Key Topics Covered Why slow, immersive travel creates deeper learning: Why a month in one place creates a completely different travel experience Community as a foundation for joy in retirement: What travelers feel after week 1, week 3, and week 4 of immersive living & why community can be the most surprising (and meaningful) part of the experience Identity shifts after leaving work: Rediscovering purpose through curiosity and exploration Confidence gained from adapting to new environments: Why small discomforts lead to growth & how The Good Life Abroad supports safety, comfort, and independence (55+) Travel as a test‑drive for expatriate life: “Expat-curious” scouting trips to test-drive a city before moving abroad Who this style of travel is best for: (hint: curiosity matters) How slow travel affects your budget: Ballpark pricing for a month-long program and what’s included Listener Offer Beyond Retirement listeners can use the referral code BEYONDRETIREMENT when booking with The Good Life Abroad to receive an exclusive listener discount. Connect with Andrew: Via email: Andrew@thegoodlifeabroad.com On the web: https://thegoodlifeabroad.com READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com

Retirement is often framed as a financial milestone—but the deeper transition is psychological. When work ends, the identity that came with it often disappears as well. In this solo episode, Jacquie reflects on her conversation with Michael Kay about the idea of “Chapter X”—the stage of life where the structure of career gives way to something far more open-ended. What happens when the ladder of achievement disappears? How do you redefine success when productivity is no longer the main measure of value? And how can curiosity become the compass for designing a meaningful life after work? This episode explores the identity shift that many retirees experience and offers a simple but powerful question that can help you begin writing your next chapter. Key Topics Covered 1. Retirement Is More Than a Financial Transition Why retirement planning often ignores the identity shift How work provides structure, meaning, and social identity 2. The Identity Gap What happens when your job title disappears Why high achievers often struggle most with this transition 3. The Concept of “Chapter X” Retirement as an undefined chapter of exploration Why uncertainty can actually be an opportunity 4. Reclaiming Beginner’s Mind Why curiosity matters more than expertise after retirement Learning to try new things without pressure to master them 5. Redefining Success Moving from productivity-based identity to meaning-based living Designing days around values instead of expectations Reflection Questions: If someone asked who you are today—without referencing your career—how would you answer? What parts of your identity were shaped by your work? Where could curiosity lead you in this next stage of life? What does success look like for you now? What small experiment could you try this month? READY TO RAMP UP YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com

Michael F. Kay spent decades as a CPA and financial professional before transitioning into life coaching focused on the emotional and identity side of retirement. In this conversation, he explains the origin of “Chapter X” (solve for X) and why many high-performing men reach retirement without a clear picture of what comes next. Together, Jacquie and Michael unpack the universal fears that show up in retirement—relevance, vitality, identity—and why the solution is never one-size-fits-all. Michael shares practical ways to reclaim curiosity, experiment without pressure, and let go of ego-driven competition that no longer serves you. They also talk about the value of remembering past transitions (your first day at work, your first promotion) as proof you already have the tools to navigate change. Michael describes exercises from his book—including writing a multi-perspective eulogy—to clarify values and live intentionally now. The episode closes with a powerful reminder: retirement is your chance to curate your days around meaning and joy, not “shoulds,” deadlines, or status. Key topics discussed Michael’s path: musician → CPA → financial life planner → life coach Why retirement questions start with: “What does that mean to you?” • The origin of “Chapter X” and the idea of “solve for X” What “X” really is: what gets you out of bed, meaning, purpose, curiosity Why high-performing men often struggle more with the transition Identity beyond the job title: “Who are you when you’re no longer your job?” The danger of “waiting to die” and the sadness of purposeless later years Depression in seniors and the pull of living in the past Retirement as a new transition: reclaiming a beginner’s mind No one dies from being uncomfortable: normalizing transition anxiety Unlearning: ego, competition, ladder-climbing, and “should” Go-go / slow-go / no-go stages and using vitality wisely Contribution doesn’t have to be big: small acts that lift others Joy as a filter: if it isn’t joyful, don’t do it Curating your day: energy, sleep, priorities, and flexibility The book’s process: progressive exercises + expert chapters (gerontology, psychology, exercise, couples) The eulogy exercise: clarifying values and living them now Action steps: Define your X: Write down what you want to get out of bed for in this season of life. Try a beginner’s mind experiment: Pick one new activity and commit to 3 tries—no pressure to “be good.” Audit your “shoulds”: List the things you do out of obligation; cross out one this week. Recall a past transition: Write about your first day at your first real job—what did you learn about adapting? Create a 2–3 item day: Put only 2–3 priorities on your calendar, leaving space for joy. Connect with Michael: https://michaelfkay.com Grab Michael's book on Amazon

In this solo episode of Beyond Retirement, Jacquie reflects on her conversation with Jermaine Ee (founder of HeirLight) from Episode 294. She distills Jermaine’s wisdom on living intentionally, defining “enough,” and designing ordinary days that feel truly meaningful. Listeners get practical prompts and small experiments to bring more clarity, gratitude, and purpose into their daily retirement life. Why this matters Retirement isn’t just about filling a calendar—it’s about creating days that genuinely satisfy. Jacquie explores how to step out of comparison, focus on what matters, and design a “perfect average day” that brings joy, not just busyness. What we covered The power of asking: “What would I do every day if money and recognition didn’t matter?” Living with clarity: identifying what truly matters now Defining “enough” and escaping the comparison trap Jermaine’s “tiny list” strategy for whose opinions matter Designing your “perfect average day” (and why it’s more important than big dreams) Meaning vs. busyness: how to choose fulfillment over a packed schedule Legacy, conversations, and not waiting for the “perfect” moment Bonus tips: new communities, prioritizing health, staying curious, capturing memories Key takeaways Clarity is love in practical form. Comparison is the thief of joy. Designing small, meaningful days matters more than chasing big achievements. Don’t wait to have important conversations or experiences. Retirement is richer when you choose relationships, activities, and routines that energize you. WANT TO KICKSTART YOUR RETIREMENT JOURNEY? Start here: https://beyondretirement.ca/start-here/ Book a FREE call with Jacquie: https://calendly.com/jacquiedoucette/discovery Check out the Beyond Retirement Library: https://placeforbooks.com

What if the goal of retirement isn’t just “more free time”… but a life you’re not trying to escape from? Jermaine Ee is a storyteller based in Los Angeles and the founder of HeirLight, a fast, modern, emotionally intelligent way to create a legally binding will, health care directive, and durable power of attorney. In this episode, Jermaine talks about the pressure to postpone life for a promised future—and how clarity often arrives quickly once avoidance ends. You’ll hear Jermaine’s perspective on defining what is enough (and whose voices shape that definition), why the best days aren’t always the big adventures, and how one conversation with his mom led to a dream trip that changed everything. We also touch on estate planning in a refreshingly human way: not as a fear-based task, but as a way to reduce confusion, protect dignity, and care for the people you love. Key Topics: Why so many people trade their present for a promised future How culture shapes our definition of “enough” Living for the weekend vs. designing a good Tuesday The “small paper” exercise: whose opinions actually matter Choosing relationships that add energy (and reducing time with draining ones) Busy vs. meaningful: saying no more often A powerful reminder: ask your parents about their dreams Estate planning as clarity (not fear): will, health care directive, power of attorney Thoughts to ponder Whose voices are shaping your definition of “enough” right now? What’s one thing you could do on a random Tuesday that would make it a good day? What conversation are you avoiding that would bring clarity to your family? If you asked your parents (or kids) about their dreams today, what might you learn? Action steps (try this in 7 days) Design your “good Tuesday.” Write down 3 small things that would make an ordinary day feel like a win. Do the small-paper exercise. List the 5–7 people whose opinions truly matter—and stop outsourcing your self-worth to everyone else. Start one clarity conversation. Pick one topic you’ve been avoiding (health wishes, finances, family expectations, legacy) and take the first step. Connect with Jermaine: HeirLight: https://heirlight.com Jermaine: https://eejermaine.com LinkedIn: https://www.linkedin.com/in/eejermaine ** Since recording this episode, HeirLight has expanded its reach and now offers services in California, Florida, Georgia, Illinois, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, and Washington. For 50% off the HeirLight service, use: www.heirlight.com/en/podcast

In this solo episode of Beyond Retirement, Jacquie dives into the essential—yet often avoided—topic of long-term care, sparked by key takeaways from her interview with Raymond Lavine. She explores why long-term care planning matters, what can happen when caregiving needs arise unexpectedly, and how listeners can take practical steps now to protect their choices, finances, and family relationships. Why this matters Retirement dreams often focus on freedom and independence, but the reality is that many retirees will eventually need some form of care—sometimes suddenly. Planning ahead can mean the difference between empowered choices and stressful crisis management. What we covered How caregiving needs can disrupt retirement plans—often without warning The hidden ripple effects: finances, family roles, and household dynamics The true cost of care—money, time, energy, and emotional bandwidth Raymond Lavine’s three core planning questions: Where? Who? How? The importance of starting conversations early, before a crisis Organizing vital documents and communicating your wishes Understanding care costs in your area Exploring long-term care insurance and why earlier is better Making your home safer, one simple change at a time Proactive steps for those who can’t or don’t want insurance Key takeaways Don’t wait for a crisis. Planning ahead preserves dignity, options, and family harmony. Start small. Even simple conversations and small home changes make a difference. Know your options. Research care costs, insurance, and local resources early. Empower your family. Clear documents and communication prevent confusion and conflict. Self-care matters. Healthy habits and a safe home reduce future risks. READY TO RAMP UP YOUR RETIREMENT JOURNEY? Have a chat with Jacquie: https://calendly.com/jacquiedoucette/discovery New to Beyond Retirement? Start Here: https://beyondretirement.ca/start-here/ Check out the Beyond Retirement Library: https://placeforbooks.com/

Retirement is supposed to feel like freedom… until caregiving enters the picture. Raymond Lavine is a caregiving planning advocate who helps families prepare for long-term care realities before a crisis hits. He’s the host of the podcast Planning with Purpose: The Caregiver’s Blueprint and co-author of the Amazon bestseller Empathy and Understanding in Business . Raymond shares how his parents’ experiences shaped his work, why even affluent families can get squeezed by care costs, and what changes—logistically, emotionally, and financially—when one person needs ongoing support. You’ll also hear practical ways to reduce stress even if you’re not ready to buy a plan today: decluttering, home modifications, organizing documents, and building habits that make aging at home safer. Key Topics: Why families delay long-term care planning until a crisis How caregiving reshapes retirement for everyone involved The hidden logistics: meds, appointments, finances, bathing, transfers, and constant worry Why “having enough money” still doesn’t mean care won’t disrupt your life Planning choices: where you want care, who will manage it, and how you’ll pay Using care support to stay social, travel, and avoid getting “stuck” What people underestimate most: caregiving is “invisible” until it’s not Simple stress-reducers: declutter, improve lighting, add grab bars, swap knobs for levers Keep documents and passwords in one place (digital + paper) Thoughts to ponder If caregiving started tomorrow, what would change first in your life? Who would coordinate care in your family—and do they know that? What would you want to protect most: dignity, independence, relationships, finances? What’s one small home change you could make this month to reduce risk? Action steps (try this in 7 days) 1) Answer the “3 Care Questions.” Where would I want care? Who would manage it? How would we pay? 2) Create a “one place” folder. Health card/insurance info, key contacts, legal documents, medication list, passwords (securely stored). 3) Do one safety upgrade. Add a grab bar, improve lighting, remove a rug, or swap a doorknob for a lever. Connect with Raymond: Website: https://lavineltcins.com

In this solo episode of Beyond Retirement, Jacquie draws inspiration from her conversation with Henry Quinlan—a publisher, memoirist, and passionate advocate for purposeful living in retirement. The episode explores how telling your story, reflecting on life’s turning points, and embracing new “second acts” can help you find meaning, connection, and fulfillment after the traditional working years. What you’ll hear in this episode Why retirement isn’t just about stopping work, but about moving toward something meaningful The power of memoir and storytelling for self-discovery and legacy How reflecting on your life’s “plot twists” can reveal hidden strengths and new opportunities The value of curiosity, creativity, and staying engaged at any age Practical ways to start writing your story—even if you don’t consider yourself a writer Henry Quinlan’s approach to living with optimism, humor, and purpose in later life Key takeaways Retirement is a new beginning. It’s a chance to design a life that excites you, not just a time to wind down. Everyone has a story worth telling. Memoir writing can clarify your values, celebrate your journey, and leave a legacy for loved ones. Reflection brings meaning. Looking back at challenges and turning points can help you see how far you’ve come—and what you still want to do. Curiosity keeps you young. Stay open to new interests, skills, and connections, no matter your age or background. You don’t have to be a professional writer. Start with small stories, favorite memories, or lessons learned—what matters is capturing your unique perspective. READY TO RAMP UP YOUR RETIREMENT JOURNEY? Have a chat with Jacquie: https://calendly.com/jacquiedoucette/discovery New to Beyond Retirement? Start Here: https://beyondretirement.ca/start-here/ Check out the Beyond Retirement Library: https://placeforbooks.com/