276: Planning For Life After Work, Previously Known As Retirement with Don Ezra
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 14 March 2022
⏱️ 63 minutes
🧾️ Download transcript
Summary
Today, I'm talking to Don Ezra. Don's illustrious career in the insurance and finance industries began in the 70's and his achievements are numerous. His 26-year career at Russell Investments culminated when he became its Co-Chair of Global Consulting. In 2010, Don "graduated" to a part-time schedule that gave him more freedom to pursue a wide variety of other interests. Since then, Don has also served on the Joint Investment Committee of Margaret A Cargill Philanthropies. He's been on the advisory board of the World Pension Summit and on the Scientific Advisory Board of Manifold Partners, LLC. He's also become an occasional contributor to the Financial Times, where he's the author of a column called The Art of Investing.
Don's passion is to teach others about personal financial planning, investing, and the economic and subjective aspects of happiness, especially as it pertains to life after full-time work–what some of us still call "retirement."
In his newest book, Life Two, he helps readers conquer their irrational fears, put themselves in the driver's seat, get an understanding of their financial situation, and take control of this extraordinary period of life.
In our conversation, Don and I talk about why your identity is not defined by what you get paid to do, the irrational fears so many people face as they transition into retirement, and how to find real, lasting happiness at every stage of life.
GET A FREE COPY OF DON'S BOOK, LIFE TWO: HOW TO GET TO AND ENJOY WHAT USED TO BE CALLED RETIREMENT
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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 you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.4 | Today I'm talking to Don Ezra. |
| 1:05.5 | Don has had one heck of an illustrious career in the insurance and financial industries, beginning in the 70s, |
| 1:11.9 | and his achievements are numerous to say the least. He had a 26-year career at Russell Investments, |
| 1:18.4 | culminating when he became its co-chair of global consulting. In 2010, Don graduated to a part-time |
| 1:26.0 | schedule that gave him more freedom to pursue a wide variety of other interests he's going to share with us here today. |
| 1:32.1 | Since then, Don has also served on the Joint Investment Committee of Margaret A. Cargill philanthropies. |
| 1:39.1 | He's been on the advisory board of the World Pension Summit and on the scientific advisory board of manifold partners. |
| 1:46.7 | He's also become an occasional contributor to the Financial Times, where he's the author of a |
| 1:51.6 | column called The Art of Investing. I could talk about his accomplishments all day, but simply put, |
| 1:59.4 | Don's passion is to teach others about personal financial planning, |
| 2:03.4 | investing, and economic and subjective aspects of happiness, especially as it pertains to |
| 2:09.8 | life after full-time work, what some of us may still call retirement. |
... |
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