Episode 18: How to Change Your Perspective for a Fulfilled Retirement with Joanne Waldman
04/15/25 • 33 min
In this episode of The Real Retirement Show, hosts Yasmin and Kathleen welcome Joanne Waldman, a pioneer in retirement coaching with over 30 years of experience. Joanne shares powerful stories and strategies for helping clients transition into retirement, focusing on emotional and personal growth beyond financial planning. From reframing fear to visualization techniques, Joanne provides practical methods to navigate the complexities of retirement. The episode dives deep into her unique approach, her pivotal life moments, and the significant impact of curiosity, love, and open-ended questions in coaching. Joanne also offers insights into the common challenges faced by retirees and emphasizes the importance of planning and communication. Listeners gain valuable tips for making a fulfilling and joyful retirement transition.
00:00 Client's Journey from Fear to Footwork
01:01 Welcome to The Real Retirement Show
01:44 Introducing Joanne Waldman: A Trailblazer in Retirement Coaching
03:26 Joanne's Personal and Professional Journey
06:38 Unique Approaches to Retirement Coaching
09:10 Challenges and Niches in Retirement Coaching
11:54 Signature Exercises and Frameworks
18:11 Powerful Client Transformations
21:49 Qualities of a Great Coach
26:49 Top Tips for Retirement Planning
30:27 Final Thoughts and Contact Information
About Joanne Waldman
With more than 30 progressive years in the career transition field, Joanne is a trailblazer in the retirement coaching world. For 18 years she served as the Director of Training with Retirement Options and has an extensive background as a webinar leader with the International Coach Academy, and Coaching Cognition. She is the owner of New Perspective Coaching where she works with clients to plan their second or third reinvention into retirement. A Professional Certified Coach through the International Coaching Federation, a Board-Certified Coach through the Center for Credentialing and Education, and through the National Career Development Association in 2009, she was selected as their Career Practitioner of the Year. In 2021, Joanne was honored with the Retirement Catalyst Award from the Retirement Coaches Association. Joanne received a retirement coaching certification through Retirement Options. She is also a licensed professional counselor in the state of Missouri, a nationally certified counselor and a nationally certified gerontological counselor. Joanne is a co-author of "Out of the Box Retirement-Creative Ideas, Role Models and Possibilities" and has been quoted as a retirement expert in Kiplinger’s, Forbes, Wall Street Journal/Market Watch and Where to Retire magazine.
Resources
LinkedIn: https://www.linkedin.com/in/joanne-waldman-0002281/
Website: https://www.newperspectivecoaching.com/
Email: [email protected]
Facebook: https://www.facebook.com/joanne.waldman
Real Retirement Video Podcast: Real Retirement - YouTube
In this episode of The Real Retirement Show, hosts Yasmin and Kathleen welcome Joanne Waldman, a pioneer in retirement coaching with over 30 years of experience. Joanne shares powerful stories and strategies for helping clients transition into retirement, focusing on emotional and personal growth beyond financial planning. From reframing fear to visualization techniques, Joanne provides practical methods to navigate the complexities of retirement. The episode dives deep into her unique approach, her pivotal life moments, and the significant impact of curiosity, love, and open-ended questions in coaching. Joanne also offers insights into the common challenges faced by retirees and emphasizes the importance of planning and communication. Listeners gain valuable tips for making a fulfilling and joyful retirement transition.
00:00 Client's Journey from Fear to Footwork
01:01 Welcome to The Real Retirement Show
01:44 Introducing Joanne Waldman: A Trailblazer in Retirement Coaching
03:26 Joanne's Personal and Professional Journey
06:38 Unique Approaches to Retirement Coaching
09:10 Challenges and Niches in Retirement Coaching
11:54 Signature Exercises and Frameworks
18:11 Powerful Client Transformations
21:49 Qualities of a Great Coach
26:49 Top Tips for Retirement Planning
30:27 Final Thoughts and Contact Information
About Joanne Waldman
With more than 30 progressive years in the career transition field, Joanne is a trailblazer in the retirement coaching world. For 18 years she served as the Director of Training with Retirement Options and has an extensive background as a webinar leader with the International Coach Academy, and Coaching Cognition. She is the owner of New Perspective Coaching where she works with clients to plan their second or third reinvention into retirement. A Professional Certified Coach through the International Coaching Federation, a Board-Certified Coach through the Center for Credentialing and Education, and through the National Career Development Association in 2009, she was selected as their Career Practitioner of the Year. In 2021, Joanne was honored with the Retirement Catalyst Award from the Retirement Coaches Association. Joanne received a retirement coaching certification through Retirement Options. She is also a licensed professional counselor in the state of Missouri, a nationally certified counselor and a nationally certified gerontological counselor. Joanne is a co-author of "Out of the Box Retirement-Creative Ideas, Role Models and Possibilities" and has been quoted as a retirement expert in Kiplinger’s, Forbes, Wall Street Journal/Market Watch and Where to Retire magazine.
Resources
LinkedIn: https://www.linkedin.com/in/joanne-waldman-0002281/
Website: https://www.newperspectivecoaching.com/
Email: [email protected]
Facebook: https://www.facebook.com/joanne.waldman
Real Retirement Video Podcast: Real Retirement - YouTube
Previous Episode
Episode 17: How to Navigate Solo Aging with Dr. Sara Zeff Geber
In this episode of The Real Retirement Show, hosts Yasmin and Kathleen talk with Dr. Sara Zeff Geber, a leading expert on solo aging. Sara shares her journey highlighting the unique challenges faced by solo agers - individuals aging without family support. The discussion explores critical aspects such as choosing living arrangements, including the pros and cons of aging in place versus senior living communities. Sara emphasizes the importance of planning for financial, legal, and social needs, and introduces the concept of home sharing as a viable option for social interaction and care. She also stresses the need for professionals, such as financial advisors and legal experts, to assist solo agers in creating robust support systems. Sara concludes with inspiring stories of solo agers who have proactively planned their futures and offers resources for further learning.
00:00 Introduction: The Biggest Hurdle for Solo Agers
01:22 Welcome to The Real Retirement Show
02:05 Meet Sara Zeff Geber: Expert on Solo Aging
03:10 Sara's Personal Journey into Solo Aging
05:29 Defining Solo Aging
09:06 Challenges and Misconceptions of Solo Aging
15:00 Planning for the Future: Financial, Legal, and Social Aspects
18:41 Community and Support Systems for Solo Agers
27:51 Inspiration and Success Stories
32:03 Final Thoughts and Resources
About Sara Zeff Geber, PhD
Sara is the nation’s foremost expert on Solo Aging. She is an author, professional speaker, and certified retirement coach.
In 2018, Sara was named an “Influencer in Aging” by PBS’ Next Avenue and is a regular contributor to Forbes.com in the areas of aging and retirement.
She has also been featured and quoted in The Journal of Active Aging, Certified Senior Advisor Journal, Next Avenue, Senior Living Foresight, McKnights Living, Senior Housing Business, and many others.
Sara’s book, Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Child-free Adults, was published in 2018, and was selected that year as a ‘best book on aging well’ by the WSJ.
Resources
Website: https://sarazeffgeber.com/
Books: https://sarazeffgeber.com/books/
LinkedIn: https://www.linkedin.com/in/sarazeffgeber/
Real Retirement Video Podcast: Real Retirement - YouTube
Next Episode
Episode 19: How to Overcome Retirement Shock and Build a Vibrant Next Chapter with Mike Drak
In this inspiring episode of The Real Retirement Show, hosts Yasmin and Kathleen sit down with Mike Drak—retired financial services professional turned author, public speaker, and Ironman-in-training at 70—to explore the non-financial dimensions of retirement. Mike shares his powerful journey from retirement shock to personal reinvention, revealing how he overcame fears, embraced purpose, and adopted the principles of a long, healthy, and fulfilling life. Together, they discuss the importance of physical vitality, meaningful relationships, and a growth mindset—and why financial advisors must expand their role beyond numbers to guide clients through life’s next chapter. Tune in to hear how Mike is breaking stereotypes and redefining what it means to truly thrive in retirement.
00:00 Discovering Your Purpose and Overcoming Fears
02:00 Welcome to The Real Retirement Show
02:43 Meet Mike Drak: Author and Retirement Expert
03:33 Mike's Ironman Challenge at 70
05:24 Redefining Retirement: The Retirement Rebel
08:12 The Concept of Watching Your Life Movie
09:59 Experiencing Retirement Shock
14:57 The Nine Principles for a Fulfilling Retirement
16:41 Longevity and Retirement: Bridging the Gap
18:12 Practical Steps to Extend Your Health Span
19:58 Inspiration from Clive: A Model for Active Aging
20:39 The Importance of Fun and Connection in Fitness
21:49 Balancing Purpose and Consistency in Life
23:08 Financial Mindset in Retirement
24:47 Navigating Finances with a Partner
26:38 The Role of Advisors in Holistic Retirement Planning
31:48 Personal Growth and Overcoming Fears
36:47 Resources for a Fulfilling Retirement
38:25 Final Thoughts and Encouragement
About Mike Drak
Mike is an author, public speaker and recognized authority on the non-financial aspects of retirement. After having spent 38-years in the financial services industry, Mike retired and personally faced what he called “retirement shock”. During this time, Mike found himself on a journey of self-discovery and authored three best-selling books on retirement; Victory Lap Retirement, Retirement Heaven or Hell: Which Will You Choose? and Longevity Lifestyle By Design. Mike is a Senior Contributor at Booming Encore and dedicates his time to helping other retirees design a fulfilling, meaningful retirement lifestyle for themselves.
Resources
Get both these books for free at https://boomingencore.com/
- Retirement Heaven or Hell: Which Will You Choose?
- Longevity Lifestyle by Design
LinkedIn: https://www.linkedin.com/in/mike-drak-6b401095/
Instagram: https://www.instagram.com/retirement_rebel/
Real Retirement Video Podcast: Real Retirement - YouTube
Real Retirement - Episode 18: How to Change Your Perspective for a Fulfilled Retirement with Joanne Waldman
Transcript
I had a client who was a single person, got laid off experiencing a lot of fear. So I asked her to come up with another word using the letter F to replace fear, and she came up with footwork and she said, every time I feel fear, it tells me I have footwork to do. I have something to do. I. So using things like that to help reframe a perspective. The other thing I have is a visualization that I do, and I can use it specifically for retirement
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