Retirement is filled with decisions, and the choices we make today can have a lasting impact on our lives. With so much conflicting advice out there, how do we know we're making the right ones?

My guest today is Dan Goldie, a former professional tennis player, financial advisor, and author of The Retirement Answer: The Six Key Decisions Every Retiree Needs to Make.

In this episode, Dan shares the experiences that shaped his life, the importance of being open to help, and why understanding what matters most to us is essential as we plan for retirement. I think you'll appreciate Dan's common-sense approach to some of retirement's toughest decisions.

We covered:

• How a difficult childhood led Dan to a career in professional tennis
  
  
• The four mentors who helped shape Dan's life and career
  
  
• Why being open to help is essential for personal growth
  
  
• How one retirement decision can impact your financial future
  
  
• Why your personal values should guide your retirement plan
  
  
• Dan's plans to help younger generations build financial literacy

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Resources

The Retirement Answer by Dan Goldie: https://lnk.to/theretirementanswer

For people who've spent decades succeeding at work, life comes with a scoreboard. There are goals to hit, problems to solve, and clear ways to know when you're succeeding.

Then comes a stage of life when those measurements don't work quite as well. My guest today is psychologist Brent Beam, who works with executives and men navigating major life transitions.

We talk about what happens when the focus shifts from achievement to experience, and why that can require a new way of measuring a good life.

You'll hear about:

• Why Brent encourages men to shift from external KPIs to internal ones
  
  
• How being willing to be bad at something can make life more expansive
  
  
• Why making friends may need to become your new "job"
  
  
• How retirement can put unexpected pressure on a marriage
  
  
• What to consider before assuming a board seat and more golf will be enough

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Resources:

Website: brentbeanphd.com

The How of Happiness by Sonja Lyubomirsky

We spend a lot of time thinking about the past or worrying about the future. What gets lost in between?

For Dr. Evan Fishman, that question became more personal after he was laid off from Facebook in 2023. The experience forced him to rethink how much of his identity was tied to work, achievement, and what came next.

Today, Evan helps others navigate similar questions around identity, uncertainty, and being present.

In this episode, we cover:

• How Evan's Facebook layoff changed the way he saw his life
  
  
• What we use to avoid uncomfortable feelings
  
  
• Why fear can create stories that feel true (even when they aren't)
  
  
• How to become more comfortable with uncertainty
  
  
• Why the present moment matters during times of change

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Resources

www.evanfishman.com

https://www.linkedin.com/in/evanfishman

https://www.instagram.com/dr.evanfishman

https://x.com/evan_fishman

https://belovedinstitute.substack.com