207: Keys to Finding a Great Retirement Coach with Joanne Waldman

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7 • 564 Ratings

🗓️ 26 April 2021

⏱️ 62 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Today I'm speaking with Joanne Waldman. At New Perspective Coaching, Joanne provides career, retirement, and life coaching for successful professionals, entrepreneurs, executives, and coaches who want to do and be more. She is the author of Out of The Box Retirement: Creative Ideas, Role Models, and New Possibilities, and for over 20 years, she's been helping her clients clarify their values, discover their passions, find their life's purpose, and get clear about their goals.

At Retirement Options, she also trains non-financial retirement coaches to help their clients figure out what they want to do and if they want to retire. Using two powerful assessments, she helps advisors lay the foundation to help people determine exactly what they need to do if and when they're ready to have a successful retirement.

In today's conversation, Joanne explains to me how she's been operating a virtual business since 1989, exactly what she does to help make her clients' dreams come true, the differences between counseling and coaching, and her mission to make sure that people get everything they want out of life.

GET A FREE COPY OF JOANNE'S BOOK, OUT OF THE BOX RETIREMENT: CREATIVE IDEAS, ROLE MODELS, AND NEW POSSIBILITIES

Here's all you have to do...

Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
Step 2.) Send an email to info@howardbailey.com with your iTunes username and mailing address, and we will ship you the book for free. It's that simple!

Joanne has also offered a 20% discount on both of her assessments - the Retirement Success and Life Options profiles. Again, leave an honest review of the podcast on iTunes and shoot us an email at info@howardbailey.com with your iTunes username and a copy of your review, and we'll make sure you receive the discount along with access to the assessments.

Show Notes: Howardbailey.com/207

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-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. Welcome to the show.
1:02.5	Today, I'm speaking with Joanne Walvin. At New Perspective Coaching, Joanne provides career,
1:09.1	retirement, and life coaching for successful
1:11.9	professionals, entrepreneurs, and executives who want to do more and be more. For over 20 years,
1:18.2	she's been helping her clients clarify their values, discover their passions, find their
1:22.6	life's purpose, and get clear about their goals. You can see why Joanne is a perfect fit for discussion on the
1:29.4	podcast. At retirement options, she also trains non-financial retirement coaches to help their
1:35.7	clients figure out what they want to do and if they even want to retire. She does so using two
1:41.7	powerful assessments, which you'll actually have the ability to get a discount on, and we'll show you how to do that here in just a moment.
1:49.1	She also helps advisors lay the foundation to help people determine exactly what they need to do and when they're going to be ready to retire mentally.
1:59.9	In today's conversation, Joanne explains exactly
2:02.4	what she does to help make her client's dreams come true, the differences between working
2:07.0	with a counselor and a coach and her mission to make sure that people get everything they want
	...

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