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: joanne@newperspectivecoaching.com

Facebook: https://www.facebook.com/joanne.waldman

Real Retirement Video Podcast: Real Retirement - YouTube