Imagine, Then Do It! with Dorian Mintzer and Julie Shifman

Julie's message challenges women to open their minds to the endless possibilities that can result in a fulfilling next act. She begins by permitting them to dream again, as Julie finds that too many women have buried their dreams in some dark closet. Sometimes, that means rediscovering old dreams that have gone dormant over the years; sometimes, it means imagining new ones. But her message doesn't end with the Imagining. She also provides practical advice on how to Do It and begin the journey towards fulfilling those dreams.

As Julie says, “Imagining without the doing is just daydreaming.” Using her personal story, interspersed with the stories of the many remarkable women she has interviewed, she challenges women to take a personal inventory and walk away with a renewed sense of purpose. Although Julie's work is geared toward women, please listen to the episode-whether you're a woman or man – and you'll find ideas about this next stage of life.

About Julie Shifman

Julie is a non-profit leader, inspirational speaker, and author. She started her career as a professional ballet dancer and then became a successful lawyer in New York City and Cincinnati. Before becoming the Executive Director of Last Mile, which she co-founded with Tom Fernandez, Julie served as the Executive Director of Adopt A Class. In April 2023, Julie stepped aside as Executive Director, and Eileen Budo became the Chief Executive Officer of Last Mile. Now, Julie serves as the Vice President of External Relations at Last Mile.

Before that, Julie founded the company Act Three, an organization that helped women define their next stage of life. She also authored the book Act Three: Create the Life You Want and spoke on this topic at women's events around the country.

Julie's formal training includes a B.A. from North Central College, a Juris Doctorate from the University of Colorado, and a Masters in Tax Law from New York University.

Julie is the mother of four sons and three grandchildren. She and her husband, Steve, are actively involved in the Cincinnati community. Julie served as the Chairperson of the Board of Talbert House (the largest social service agency in Southern Ohio). She was the creator of CincyInNYC, the Chair of the Tax Section of the Cincinnati Bar Association, and a board member of the United Way of Greater Cincinnati (serving on the Executive committee). She currently serves as a trustee emeritus for the Cincinnati Ballet Company.

Get in touch with Julie Shifman:

Visit Julie's website: https://lastmilefood.org (Note: the site mentioned in the interview is no longer active)

Buy Julie's book: https://revolutionizeretirement.com/shifman 

What to do next:

Deciding Not to Retire or to Un-Retire with Dorian Mintzer and Dr. Elizabeth Fideler

We're surrounded by examples of women working well past the traditional retirement age. In fact, the fastest-growing segment of the workforce is women aged sixty-five and older. In today's challenging economy, men over the traditional retirement age are the second-fastest growing group of workers (just behind older women). 

In this episode, we'll explore:

  • Why older women and men are staying on the job past conventional retirement age
  • What's driving this trend; gender differences
  • Working late by choice or necessity; advantages and disadvantages
  • Traditional role models, expectations; loss of identity
  • What does “older” mean; age stereotyping
  • Giving back–mentoring, volunteering

About Elizabeth Fideler:

Elizabeth F. Fideler earned her administration, planning, and social policy doctorate from Harvard University. She is a founding member of the Sloan Research Network on Aging & Work, at Boston College. With a background in classroom teaching, senior management positions at non-profit organizations, and education research, she successfully redirected her research and writing skills to address the extended work-life phenomenon. She is the author of several books, the most recent being Aging, Work, and Retirement. 

Get in touch with Elizabeth Fideler:

Connect with Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabeth-fideler-95566832/

Purchase Elizabeth's books,  Men Still at Work: Professionals Over Sixty and On the Job, https://revolutionizeretirement.com/menwork  and Women Still at Work: Professionals Over Sixty and On the Job, https://revolutionizeretirement.com/womenwork 

What to do next:

Ten Essential Questions to Ask About Money and Lifestyle with Dorian Mintzer and Holly P. Thomas

Lifestyle and money intersect at almost every turn, and they are the things that make us happy. Holly P. Thomas – behavioral economist, personal CFO, and author of The Mindful Money Mentality: How to Find Balance in Your Financial Future– will explore ten essential questions about whether money and lifestyle choices can make us happy and keep us happy.

During this episode, you will:

  • Gain greater insight into the relationship between lifestyle and money;
  • Learn strategies for mapping our lifestyle goals to our money goals;
  • Walk away with the basic pillars of a plan to take charge of your life and your money now and through retirement;
  • Learn how to get help if you need it.

About Holly P. Thomas (now Holly Donaldson):

Holly Thomas has been a featured speaker on behavioral finance, economics, and the banking system in diverse venues, from college classes to large groups of business owners. She has developed instruction courses at the university level and as CE for CPAs.

In 2006, based on her experience gained over 20 years as a corporate and private banker, Holly concluded that small business owners and successful executives often have substantial unmet needs for integrated personal and business financial plans. Holly has built her practice around providing these clients with sophisticated financial planning and access to professionals who implement this integration.

Holly has enjoyed volunteering as an Advisory Board member of the Tampa Independent Business Alliance and Junior Achievement, chairing the local United Way’s Audit Committee, and speaking on behalf of LifePath Hospice. Holly is a 2001 Leadership Tampa graduate and was chair of the NAPFA Leadership Development Committee and NAPFA South Regional Board.

Get in touch with Holly P. Thomas (now Holly Donaldson):

Visit Holly’s website: https://www.hollydonaldsonfinancialplanner.com/

Buy Holly’s book: https://revolutionizeretirement.com/thomas

What to do next:

Why Entrepreneurship Is a Smart Retirement Option with Dr. Mary Cronin

Why are older entrepreneurs four times more likely to start a successful new company than founders in their 20s? How do new businesses with a social purpose consistently outperform venture-backed startups?

Dr. Mary Cronin will discuss her studies of entrepreneurship success and business growth at over 2 million US companies and survey data from entrepreneurs around the world. The surprising results add up to essential ingredients for startup success in the 21st century.

In this program, you will discover:

  • When it comes to entrepreneurship, age and experience are an advantage
  • Why older founders are so successful in achieving their business goals
  • The personal and financial rewards of revolutionizing retirement through entrepreneurship

Note: This is an audio-only interview.

Date: Tuesday, October 24, 2023

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 6 AM Hawaiian)

Topic: Why Entrepreneurship Is a Smart Retirement Option

Speaker: Dr. Mary Cronin, author, research professor, nonprofit advisor, social entrepreneur, and consultant for purpose-focused companies 

About Dr. Mary Cronin Mary-Cronin-small-1 Why Entrepreneurship Is a Smart Retirement Option with Dr. Mary Cronin

Mary J. Cronin, Ph.D., is a social entrepreneur, a research professor, and a consultant for purpose-focused organizations, especially companies founded by encore entrepreneurs. Working with these older founders inspired Dr. Cronin’s latest book, Starting Up Smarter: Why Founders Over 50 Build Better Companies. Contrary to the widespread perception that entrepreneurship is dominated by the young, her research shows that older adults are the fastest-growing category of business founders. What’s more, older entrepreneurs are far more likely to create profitable, socially-valuable companies.

Dr. Cronin teaches Entrepreneurship at Boston College, and coordinates an Entrepreneurship program designed for nontraditional students. She is the Founder and President of 4Q Catalyst, which provides consulting and advisory services to help entrepreneurs of all ages make a positive impact on the world. Her earlier books include Managing for Social Impact: Innovations in Responsible Enterprise with Tiziana Dearing; Smart Products, Smarter Services; and the international best sellers Doing Business on the Internet and The Internet Strategy Handbook.

Listen to the replay here.

The New Retirement: Create a Life You Don’t Need a Vacation From with Dorian Mintzer and Jan Cullinane

Ten thousand people are turning 65 daily, and by 2030, all Boomers will be at least 65. Are you ready for retirement? Here are some things to consider:

  • “Fun” Retirement Vocabulary words
  • Importance of 6,570
  • Reflections about relocation
  • Working in Retirement (and the five Ps)
  • Money and Your Brain (behavioral economics)
  • Purpose and Values
  • Retiree Regrets
  • Summing it up:  Secrets for a Successful Retirement
  • Shed your skin/molt!

About Jan Cullinane:

Jan Cullinane is a recognized expert on holistic retirement. Her books include two previous editions of the best-selling The New Retirement: The Ultimate Guide to the Rest of Your Life, the award-winning The Single Woman’s Guide to Retirement, and Retire Happy. She is the Healthy Living columnist for ideal-LIVING magazine and a contributor to Everybody Has a Book Inside of Them and The Weekend Book Proposal.

Jan has given numerous presentations about retirement. Her clients include AARP, The Smithsonian, In-N-Out Burger, Wells Fargo Advisors, and the U.S. Federal Government, among others. She is frequently interviewed for print and online media and has appeared on national and local TV and radio shows.

Her educational credentials include a B.S. and an M.Ed. from the University of Maryland and an ABD from Rutgers, The State University of New Jersey. She lives in Palm Coast, Florida with her husband Roger, has three married children, five adorable grandchildren, and sincerely believes these years are the best years if you’re prepared. And she can speak backward fluently!

Get in touch with Jan Cullinane:

Visit Jan’s LinkedIn Profile: https://www.linkedin.com/in/jan-cullinane-31a9544/

Buy Jan’s book: https://revolutionizeretirement.com/newretire

What to do next: