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Retire With Purpose - The Retirement Podcast

201: The Future of Phased Retirement with Anna Rappaport

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7564 Ratings

🗓️ 29 March 2021

⏱️ 62 minutes

🧾️ Download transcript

Summary

Anna Rappaport has been researching, writing about, and responding to the changing demographics of our society for over 30 years. With a unique focus on the future of benefits and the implications of an aging workforce. She is widely recognized as an expert in the business, policy and retirement communities and is an award-winning actuary, futurist, executive and trailblazer.

For over 30 years, Anna Rappaport has been researching, writing about and shaping responses to the changing demographics of our society. Focusing on the future of benefits and implications of an aging workforce, she is widely recognized in the business, policy and retirement communities.

Anna's article Reboot, Retire, or Rewire caught my eye recently when it was featured by Michael Kitces. In it, she explores what the future of phased retirement looks like and the many different directions that people are moving in, and reminds us that having a balanced "life portfolio" is worthwhile and important. 

Today, Anna joins the podcast to talk about why retirement can't be a permanent vacation, what the future of "traditional" retirement might look like, and what the last 16 years have been like for Anna, who has enjoyed a deeply satisfying phased retirement when she retired in 2004.

Show Notes: Howardbailey.com/201

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Transcript

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0:00.0

Welcome to the Retire with Purpose podcast, a show specifically designed to help free retirees and retirees maximize their financial confidence.

0:14.4

Casey Wheat is a certified financial planner and president of Howard Bailey Financial.

0:18.3

His newest book, Job Optional, is a Wall Street Journal

0:21.5

bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on

0:27.9

Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by

0:34.0

meaning and purpose. Join me this week and every week as we discuss thoughts and ideas

0:40.3

with some of today's foremost experts in the field of finance and retirement, as well as discussing

0:46.2

trending topics that could impact your bottom line. These discussions can help you make

0:51.7

better financial decisions so you can live the lifestyle

0:55.0

you've always imagined and deserved.

0:57.9

Welcome to the show.

1:02.2

Anna Rappaport has been researching, writing about, and responding to the changing demographics

1:08.1

of our society for over 30 years, with a unique focus on the

1:12.6

future of benefits and the implications of an aging workforce.

1:16.9

She is widely recognized as an expert in the study of retirement and is also an award-winning

1:22.4

actuary.

1:23.4

She's actually more exciting than you might think.

1:25.5

And his article, Re, retire, or rewire

1:28.9

caught my eye recently when it was featured by Michael Kitts, one of my very favorite

1:34.4

retirement researchers. We also included that article in our weekly reading, weekend reading for

1:40.1

retirees. In it, she explores what the future of phase retirement looks like and the many

1:46.2

different directions that people are moving in and reminds us that having a balanced life

...

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