Your Guide to a Happy Retirement — Beyond the money

Use this guide to create a clear picture of your new life. It summarizes the fundamental difference between what retirement used to look like and how it is today. It shows you how to create your Happiness Portfolio – a valuable tool to answer the haunting question, “What now?”

3 Secrets to a Successful Retirement – money isn’t one of them

Learn what you can do to overcome three key challenges to your happiness. This recording of one of my most popular speeches can help you enjoy a fun and fulfilling life.

The Purpose Checkup

Having a clear road map will make it easier to see what is ahead as you move into this new phase of your life. Journeying Through Retirement describes the four phases of retirement. The old paradigm had two phase – pre-retirement and leisure. But today the experience is very different. In fact, most of us agree that the word “retirement” should be retired. It just doesn’t apply any more.

Transitions: Thriving in the Midst of Change

You will learn why change is often so hard. Transitions: Thriving in the Midst of Change describes what happens when a significant change occurs in your life. It can be a change you have been looking forward to – like retirement – or one you did not want. Most of us are not aware of the process that unfolds once the change occurs. We go through three phases much like a butterfly does before it emerges from its cocoon.

Journeying Through RetirementThe Purpose Checkup

Use this to assess where you are now so you can make meaningful changes. This short assessment will give you a feel for whether you have a sense of purpose in your life.

Uncovering Assumptions

This exercise will help you avoid some dangerous pitfalls. One of the biggest mistakes a couple can make as they move into the post-career time of their lives is not discuss their assumptions about how their new life will work.

Resource Guide for a Successful Retirement

Use this to assess where you are now so you can make meaningful changes. This short assessment will give you a feel for whether you have a sense of purpose in your life.

Audio – All interviews from the 2018 Transitioning Into Retirement symposium- $197

Transitioning Into Retirement symposium List of Session Titles and Speakers.

  • What Today’s Retirement Looks Like – Marianne Oehser (host) interviewed by George Schofield, Ph.D., Next Avenue 2017 Innovator, author, speaker, and much more
  • Retirement Challenges and Opportunities — Robert Laura, nationally syndicated columnist at, founder of Retirement Coaches Association
  • How To Find Happiness In This New Phase Of Your Life — Dan Tomasulo, Ph.D. On team of (bringing the science of happiness to life) and Author of Character Strengths Matter: How to Live a Full Life
  • Finding What’s Next — Pamela D. McLean, Ph.D., author of LifeForward: Charting the Journey Ahead
  • The Importance Of Purpose, Especially Now — Anne Colby, Ph.D., author of Pathways to Purpose in the Encore Years, a study done in conjunction
  • What Do You Want Your Encore Career to Look Like? — John Tarnoff, Author of Boomer Reinvention: How to Create Your Dream Career Over 50 and a Next Avenue 2017 Innovator
  • How To Find The Volunteer Opportunity That Is Right For You — Kathy Black, Ph.D. Leads Age-Friendly Sarasota. Professor of Aging Studies and Social Work, College of Liberal Arts & Social Sciences, University of South Florida
  • Redeeming Leisure in Your Third Act — Douglas Kleiber, Ph.D., recently retired Professor of Counseling and Human Development at University of Georgia, expert in Leisure in Later Life
  • Moving From an Intense Career into Your Next Chapter – Leslie W. Braksick, Ph.D., author of Your Next Season: Advice to Executives Transitioning from Intense Careers to Fulfilling Next Season.
  • Conscious Aging — Ron Pevny, author of Conscious Living: Conscious Aging. Founder of The Center for Conscious Eldering
  • Having a Thriving Relationship — Sara Yogev, Ph.D., is a clinical psychologist and author of A Couple’s Guide to Happy Retirement: For Better or For Worse But Not For Lunch
  • Boomer Grandparents — Lori Bitter, publisher of GRAND, a digital magazine for grandparents, author of The Grandparents Economy: How Baby Boomers are Bridging the Generation Gap and is a Next Avenue 2017 Innovator

Audio – All 12 interviews from 2016 Transitioning Into Retirement Symposium- $109.97

Hear experts talk about some of the non-financial challenges most of us face and how to overcome them.

  • Options for Meaningful Work in Retirement – Carolee Duckworth, Ph.D.
  • Today’s “Retirement”: How it’s different — Chris Farrell
  • Planning for Retirement Beyond the Money — Dave Bernard
  • How Not to Kill each Other: Important Conversations to have about Your Retirement Transition — Dorian Mintzer, Ph.D.
  • Successful Aging: Why the old picture is wrong now. — Dr. Roger Landry, MD, MPH
  • What it takes to be happy in retirement: the one thing you really need to know — Donna Daisy, Ph.D.
  • How to Achieve Purpose and Power in Retirement — Harold G. Koenig, MD, MHSc
  • “Findependence” — work while you play; play while you work— Michael Drak and Jonathan Chevreau
  • What the Transition Often Looks Like and Why – Nancy K. Schlossberg, EdD
  • Family Relationships in Retirement — Rosemary Lichtman, Ph.D. and Phyllis Goldberg, Ph.D.
  • The Importance of Purpose — Vic Strecher, Ph.D., MPH
  • William A. Sadler, Ph.D. — Building Your Life Portfolio After Your Career

Audio – Options for Meaningful Work in Retirement - $9.97

You will hear:

  • Why some people resist working in retirement
  • The process for creating this new phase of your life
  • Five options for working in retirement

Dr. Duckworth spent her long career working to empower people to become their own more complete and fulfilled selves. To this end, she co-created the Common Cause Award winning “Center for Re-employment Services,” serving displaced workers, displaced homemakers, and 55+ career changers, stimulating their mental capabilities to prepare them to select and enter new careers.

She is the author of Shifting Gears To Your Life & Work After Retirement: A Boomer’s Roadmap to Transform Retirement into the Best Time of Your Life, Created by Two Boomers Who Did It

Audio – Today’s Retirement- $9.97

You will hear:

  • How the reality of retirement is shifting
  • The concept of “unretirement” and how it benefits everyone
  • The importance of encore careers and Third Age Entrepreneurs
  • How to prepare for unretirement

Chris Farrell is senior economics contributor at Marketplace, American Public Media’s nationally syndicated public radio business and economic programs. He is economics commentator for Minnesota Public Radio. An award winning journalist, Chris is a columnist for Next Avenue and the Star Tribune. He has written for a number of other media outlets. The author of four books, his latest is Unretirement: How Baby Boomers are Changing the Way We Think About Work, Community and the Good Life.

Audio – Planning for Retirement Beyond the Money - $9.97

You will hear:

  • Why it helps to plan for the non-financial side of retirement
  • Some tips for doing it
  • How to overcome the biggest fears and challenges of the transition into retirement.

Dave Bernard is an author and blogger with an extensive 30 year career in Silicon Valley. He has written more than 300 blogs for US News & World On Retirement and his personal blog Retirement –Only the Beginning.

Candid feedback and thousands of comments from readers has given him a unique glimpse into the realities and challenges that all retirees will ultimately face, inspiring his book I Want To Retire! – Essential Considerations for the Retiree to Be.

Dave has written three books, many articles, and has been quoted in publications like the Wall Street Journal.

Audio – What it takes to be happy in retirement: the one thing you really need to know - $9.97

You will hear:

  • The key to happiness — especially in retirement
  • What is a “happiness set point” and how can you change yours
  • How to maintain happiness when adversity hits
  • Building happiness into your relationships  

Dr. Daisy is a psychologist, life coach, author, and professional speaker. She believes that the best way to predict the future is to create it. She is the author of Why Wait? Be Happy Now! More recently Donna has pursued research into the topic of aging consciously.

Donna also wrote Rise Above It: Five Powerful Strategies for Overcoming Adversity and Achieving Success. She has been a regular contributor to many magazines and newspapers.

Audio – How not to Kill Each Other - $9.97

You will hear:

  • How to deal with changing identities of you, your significant other, and both of you as a couple
  • The importance of an individual and shared vision
  • The best way to communicate expectations of each other (time together and time apart, appreciating each other’s differences)
  • How to have difficult conversations with important people (where neither of you assumes what the other is thinking)
  • How to discuss the timing of your retirement

Dr. Mintzer is co-author of The Couple’s Retirement Puzzle: 10 Must- Have Conversations for Creating an Amazing New Life Together and a contributing author to a number of other books.

Through her web site,, she offers the 4th Tuesday “Revolutionize your Retirement Interview Series with Experts to Help You Create a Fulfilling Second Half of Life” and comprehensive coaching programs to individuals and couples in person and over the phone, as well as groups and workshops and is available for keynotes, seminars and break-out sessions.

Audio – How to Achieve Purpose and Power in Retirement - $9.97

You will hear:

  • Why it’s important to have a realistic retirement vision and not just an idealize image from a retirement ad
  • Some of the myths about what retirement will be like
  • How to go about choosing a new purpose for your life
  • Some ideas about what can make your life feel fulfilling

 Dr. Harold G. Koenig is a highly acclaimed expert in the fields of geriatrics, mental health and religion and a prolific author with over 400 scientific peer-reviewed publications, nearly 70 book chapters, and 40 books, including Purpose And Power In Retirement: New Opportunities for Meaning and Significance. 

His research on religion, health and ethical issues in medicine has been featured on dozens of national and international TV and radio news programs, and hundreds of newspapers and magazines.

Audio – How to Achieve Purpose and Power in Retirement - $9.97

You will hear:

  • What Findependence means and why you might be interested in it
  • What does the Victory Lap retirement picture look like?
  • A new model for planning for retirement
  • Secrets about how to transform a boring traditional retirement into an exciting one

Jonathan Chevreau and Michael Drak co-authored Victory Lap Retirement.

Jonathan Chevreau is a veteran financial columnist, blogger and author based in Toronto. He has published two American editions of his books and ebooks: Findependence Day ( and A Novel Approach to Financial Independence (

Mike Drak is a 38 year veteran of the financial services industry. His core message is that the version of retirement being sold to us today is unnatural. It’s a man made solution to a man made problem which is in direct conflict with our natural instincts. Victory lap is his solution to the problem, which involves the creation of a lifestyle based on some combination of work and play that gives people what they need to enjoy a satisfying life.

Audio – What the Transition Often Looks like and Why - $9.97

You will hear:

  • Why transitions are often a difficult time – even when you looked forward to the change
  • The phases we encounter as we move through a significant transition
  • Tips for making through the transition successfully
  • The six forms retirement can take

Dr.  Schlossberg is an expert in the areas of adult transitions especially retirement.

Her books include Too Young to be Old, Revitalizing Retirement: Reshaping Your Identity, Relationships, and Purpose, Overwhelmed: Coping with Life’s Ups and Downs, Retire Smart: Retire Happy: Finding Your True Path.

Dr. Schlossberg has appeared on PBS’ In the Prime, Derek McGinty’s national talk radio show, CBS Evening News, CBS This Morning, the NBC Knowledge Series, and two PBS/College Board live video-conferences. She has delivered more than 100 keynote addresses and is the recipient of many honors and awards,

Audio – Successful Aging: Why the old picture is wrong now - $9.97

You will hear:

  • What it means to live an authentically healthy life
  • What is needed for successful aging
  • Four components to aging well
  • The kind of life-style choices we should be making in this phase of our lives

Dr. Landry is a preventive medicine physician, author of award-winning Live Long, Die Short: A Guide to Authentic Health and Successful Aging and President of Masterpiece Living.

He has been featured nationally and internationally on many prestigious radio and TV programs. Dr. Landry has also written exclusive articles, and been called on as an expert in the field of aging by numerous publications.

His book, Live Long, Die Short has been endorsed by AARP, is a Living Now Book Award Gold Medal Winner and was a 2014 Top Pick in MORE magazine

Audio – Family Relationships in Retirement - $9.97

You will hear:

  • The differences in challenges face by men and women
  • How to keep a balance between caring for others and nurturing yourself
  • Your choices when adult kids boomerang back

Phyllis Goldberg, Ph.D., a marriage and family therapist, and Rosemary Lichtman, Ph.D., a psychologist, consult at providing insight into challenging family dynamics, particularly to women of the Sandwich Generation.

They are the authors of Whose Couch Is It Anyway? Moving Your Millennial which is about letting go of boomerang kids and teaches smart strategies to help tackle family transitions head-on.

Audio – The Importance of Purpose - $9.97

You will hear:

  • What having a purpose really means
  • Benefits of having a purpose
  • The risks of not having a purpose
  • How you can make living on purpose an everyday thing

Dr. Strecher is Professor and Director for Innovation at the University of Michigan School of Public Health. Where he is working to create an environment that promotes more direct dissemination of research efforts to improve the public’s health nationally and globally. He is also Visiting Professor at the Peking University’s School of Public Health.

Dr. Strecher’s latest research and book is related to the importance of developing and maintaining a strong purpose in life. His book, On Purpose, is written for the lay public with a professional comic illustrator as a graphic novel and is accompanied by a free iOS app, a website and smartphone and web apps.

Audio – Building Your Life Portfolio After Your Career - $9.97

You will hear:

  • What it means to graduate into retirement
  • Six principles that are manifest in the lives of people who successfully grow into this phase of their lives – and the one that is really the core of their growth
  • Designing a Life Portfolio and what that is so important

Dr. Sadler is a prominent sociologist who has had a distinguished career as a leader, educator, author, consultant, and elder.

His latest book, Changing Course: Navigating Life After 50, focuses on people who are continuing to grow in their 60s and 70s and creatively redefining retirement. Dr. Sadler and his co-author, James H. Krefft, Ph.D., have been working with professions and organizations to develop third age careers. Dr. Sadler is a founding member and Director of Research, The Center for Third Age Leadership.

Audio – The Many Pathways to Your Encore - $9.97

You will hear:

  • What an encore is
  • How to go about deciding what you want yours to be like
  • What some of the fears and challenges are
  • What skills-based volunteering is
  • How to find a volunteer opportunity that fits you

Bevan Gray-Rogel is the President and founder of Encore Tampa Bay. (started in 2013)   Encore Tampa Bay’s mission is to provide pathways, programs and resources that help adults 50+ discover and connect to their Encore Careers. As an advocate, communicator, convener and connecter – Bevan is working with community leaders, non-profits, business leaders and educational institutions to identify ways to leverage the talent of adults in the second half of life to strengthen the Tampa Bay community and economy.

Bevan has over 35 years of experience in the field of Organization Development and Leadership. She has worked internally for profit and non-profit organizations assisting them with Leadership development, managing change, team building and strategic planning.

Audio – Living a Portfolio Life - $9.97

You will hear:

  • What living a portfolio life means
  • How to create a portfolio life
  • The kind of mindset it takes to live a portfolio life
  • Some of the challenges you might face
  • How to get unstuck when you can’t see any opportunities for the future.

David D. Corbett is a nationally recognized authority on creating meaningful alternatives to traditional retirement and an expert on how individuals and society must come to grips with the 20- to 25-year bonus of active, healthy years their future may hold.

In his book, Portfolio Life – The New Path to Work, Purpose and Passion Over 50, David challenges potential “retirees” to respond creatively to this new bonus of time and opportunity and to discard forever any passive notion of “retirement.”

Dave speaks widely, stressing that careers and financial assets are only parts of a larger search for purpose and legacy.

Audio – Relationships and Sexuality in the Second Half of life - $9.97

You will hear:

  • Why relationships often change after one or both spouses retire
  • What you can do to adjust to your life so your relationship thrives
  • How sexuality plays into your relationship as you age
  • How important it is to talk about your needs and feelings about sexuality with your partner
  • Advice about sexuality when you are starting over after death or divorce

Dr. Mintzer is co-author of The Couple’s Retirement Puzzle: 10 Must- Have Conversations for Creating an Amazing New Life Together and a contributing author to a number of other books.

Through her web site,, she offers the 4th Tuesday “Revolutionize your Retirement Interview Series with Experts to Help You Create a Fulfilling Second Half of Life” and comprehensive coaching programs to individuals and couples in person and over the phone, as well as groups and workshops and is available for keynotes, seminars and break-out sessions.

Audio – The New World of Work For Those of Us 50+ - $9.97

You will hear:

  • Changing nature of work and how it affects your options
  • New patterns in retiring from work
  • New approaches to searching for work
  • Attitudes toward older workers and the challenges that presents
  • Overcoming age bias

Doug Dickson is Board Chair of Encore Boston Network, a coalition of 50 organizations and professionals dedicated to strengthening communities in the Boston area by engaging the talent of adults 50+. He was previously President of Discovering What’s Next and the Life Planning Network. In 2010, he co-founded the national Encore Network, a resource for organizations and leaders in the encore movement.

After a career in business, Doug joined New Directions as a consultant to business leaders and professionals in career and life transitions. While there, he helped shape the Life Portfolio program for retirees, a step toward his current focus on encore work opportunities. Doug has contributed to two books, Live Smart After 50! and Audacious Aging, and has written two ebooks, Discover Your Encore and Thinking Beyond the Money Planning Guide.

Audio – The Best is Yet to Be: Age Wisely and Fall in Love With Your Life - Again - $9.97

You will hear:

  • Why you should not “slip quietly into the background” when you retire
  • Some of the beliefs that can hold you back from loving this part of your life
  • The importance of living your dreams – even if you aren’t sure you have one
  • The difference between “elders” and “olders”
  • What “aging wisely” really means

George and Sedena Cappannelli are award-winning authors, experts on individual, organizational and societal change and internationally known consultants and coaches. They founded AgeNation, a company that offers inspiration, education, engagement and solutions “for people who weren’t born yesterday”

They are Co–Authors of Do Not Go Quietly, A Guide To Living The Life You Were Born To Live For People Who Weren’t Born Yesterday, winner of nine national book awards.

Audio – How do I get there from here? - $9.97

You will hear:

  • Changes in the environment in which we are experiencing retirement and trying to plan for it
  • The real assets (beyond the financial ones) you have to develop to thrive in this third of your life
  • Ways to deal with the lose of your identity and power when you move out of your career.
  • Tips on how to get from where you are to where you want to go

George Schofield is a Developmental Psychologist. His research and writing have led to a significant body of popular publications. His groundbreaking book, After 50 It’s Up To Us; Developing The Skills And Agility We’ll Need, eloquently explains why and how we all must face, head on, the new realities that await us as we age.

His newest book, How Do I Get There From Here? Planning For Retirement When The Old Rules No Longer Apply, was released in 2017.

George appears weekly on Focus 50+, a TV series on SNN Sarasota News Network.

Audio – Vital Signs: The Nurture of Passion as We Age - $9.97

You will hear:

  • Passion can be cultivated – turned on as well as turned off
  • Passion is in the risk – the risk of stepping from the sidelines onto the playing field
  • Passion breeds passion and disinterest breeds disinterest. If we lack passion in our lives it denies every one of our relationships of that energy.
  • Passion is more that exuberance; it’s endurance.
  • Cultivating our passions enhances our vitality

Gregg Levoy is the author of Vital Signs: Discovering and Sustaining Your Passion for Life currently among Amazon’s ‘Top 100’ books in the category of Aging—and the bestseller Callings: Finding and Following An Authentic Life.

He is a sought after keynote speaker and frequent guest on major media programs.

A former adjunct professor of journalism at the University of New Mexico, and former behavioral specialist for USA Today and the Cincinnati Enquirer, he has written for the New York Times Magazine, Washington Post, Omni, Psychology Today, Reader’s Digest, and many others.

Audio – What legacies are you leaving – consciously or unconsciously - $9.97

You will hear:

  • About the different kinds of legacies you might leave – whether or not you intend to
  • How Legacy and Life Purpose are related
  • Some of the ‘practical difficulties’ in being intentional about your legacy
  • Why you should start now thinking about it
  • Six keys to legacy living

In both her professional and personal life, Meg Newhouse, PhD, CPCC, has sought to call out “passion and purpose” in everyone is around. She is the author of Legacies of the Heart: Living a Life That Matters and is the owner of Passion & Purpose Lifecrafting.

For the past 20+ years she has worked with people in midlife and beyond to craft fulfilling and contributing lives. Her interest and work in legacy evolved naturally over the past several years.

Audio – Living on Purpose: Discover Your Calling; Activate Your Gift - $9.97

You will hear:

  • How to have a more fulfilling experience of work, relationships, and service to the world
  • What “purpose” is
  • How purpose is connected to happiness
  • How you can get in touch with your purpose
  • How to incorporate purpose into your life so you are living on purpose

Michael Gott is a motivational speaker and workshop leader who inspires and entertains.  He is also a pianist, a singer, a songwriter and a minister.

Michael Gott travels throughout North America and Europe speaking at conferences and performing.  In recent years, he has shared the stage with internationally known personalities such as Dr. Wayne Dyer, Dr. Deepak Chopra, and Marianne Williamson.

Michael says, “Nothing is more inspiring to me than to see someone step out of a limiting idea and into possibility. This is ‘the discovery and delivery of the authentic self’ as Rumi puts it.”

Audio – Too Young To Be Old - $9.97

You will hear:

  • Insights into aging well from someone who is doing it
  • How to resolve our love-hate relationship with aging
  • Tips on embracing change
  • Effective coping skills as the number of your birthday increases
  • How to handle intimacy and romance as we age.

Dr.  Schlossberg is an expert in the areas of adult transitions especially retirement.

Her books include Too Young to be Old, Revitalizing Retirement: Reshaping Your Identity, Relationships, and Purpose, Overwhelmed: Coping with Life’s Ups and Downs, Retire Smart: Retire Happy: Finding Your True Path.

Dr. Schlossberg has appeared on several major TV and radio programs. She has delivered more than 100 keynote addresses and is the recipient of many honors and awards.

Audio – How Living Longer is Changing the World - $9.97

You will hear:

  • Why the afternoon of your life is just as full of meaning as the morning was
  • How the demographic landscape is shifting
  • How our longevity is impacting the economy – positively
  • The changing culture of aging
  • Best Cities for Successful Aging and why

Paul Irving is chairman of the Milken Institute Center for the Future of Aging and a distinguished scholar in residence at the USC Davis School of Gerontology. He previously served as the Institute’s president, an advanced leadership fellow at Harvard University, and chairman and CEO of Manatt, Phelps & Phillips, a law and consulting firm.

Paul is the author of The Upside of Aging: How Long Life Is Changing the World of Health, Work, Innovation, Policy, and Purpose.

PBS Next Avenue named Irving an “Influencer” for his exceptional contributions to the field of aging, and he was honored with the Janet L. Witkin Humanitarian Award by Affordable Living for the Aging.

Audio – The Art of Thriving in a Transition - $9.97

You will hear:

  • The stages you go through after a big change like retiring
  • How you can figure out where you want to go next
  • The importance of community especially during a transition
  • Stories about how others have thrived through their transition

As Executive Director of The Transition Network (TTN), Susan has lived the transition that the organization was founded to support. After leaving her long-time career in homebuilding in 2007, she joined TTN, became a member of the steering committee of her local chapter, then decided she wanted to lead the organization and bring the message of “embracing change after 50” to as many other women as possible.

Under Susan’s leadership, TTN has grown in membership and in the number of chapters supporting women in transition. It has become a resource for other nonprofits looking for volunteers who want to share their expertise to help others in their local communities.

Audio – All 12 interviews from the 2017 Transitioning Into Retirement symposium - $109.97

You will hear wisdom and advice from 12 highly respected experts in making retirement a great chapter in your life.

“”How Living Longer is Changing the World” – Paul Irving

“How do I get there from here?” – George Schofield, Ph.D.

“The Best is Yet to Be: Age Wisely and Fall in Love With Your Life Again” – George and Sedena Cappannelli

“The Art of Thriving in a Transitioning” – Susan Collins

“Living a Portfolio Life” – David Corbett

“Living on Purpose: Discovering Your Calling; Activate Your Gift” – Michael Gott

“The Many Pathways to Your Encore” – Bevan Gray-Rogel

“The New World of Work for Those of Us 50+” – Doug Dickson

“Vital Signs: The Nurture of Passion as We Age” – Gregg Levoy

“Relationships and Sexuality in the Second Half of Life” – Dorian Mintzer, Ph.D.

“What Legacies Are You Leaving – Consciously or Unconsciously?” Meg Newhouse, Ph.D., CPCC

“Too Young To Be Old” – Nancy Schlossberg, EdD