Category Archives for Podcast

Passing the Torch: Critical Conversations with Your Adult Children with Dorian Mintzer and Bob Mauterstock

Talking to your adult children about all the issues you will face as you get older is often very difficult. This episode will give you a practical and empathetic approach to working with your children to discuss and plan all the decisions you will have to make. Bob will lay out the steps to prepare and hold a family meeting to open the lines of communication. He will address such critical areas as legal issues that can impact the family, end-of-life planning, health care planning, and passing on a legacy to the next generation.

About Bob Mauterstock:

Bob Mauterstock is an accomplished speaker, author, and sought-after authority on the financial concerns of baby boomers and their adult children. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations.

He set up his first registered investment advisory firm in 1982 (Financial Action Plans, Inc.) and began doing financial planning for clients. In 1987, he became a Certified Financial Planner specializing in retirement income planning, long-term care planning, investment management, and legacy planning and worked with hundreds of families throughout New England.

After selling his practice in 2009 and officially retiring as a financial planner, Bob began to focus his energy on coaching financial advisers to learn the skills to advise their clients on eldercare issues. He has been quoted in several publications and appeared on several radio programs. In addition, he has spoken to groups of financial advisors and their clients throughout the country.

Bob has also authored four books, Can We Talk? The Financial Guide for Baby Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children, Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity, and Caring for Your Elderly Parents: Timely Tips for Baby Boomers.

Bob received his undergraduate degree from Princeton University and a master's from UCONN. After graduating from Princeton, he served in the US Navy for over 4 years as a pilot in Helicopter Support Squadron 4. He holds the CFP®, ChFC, and CLTC designations.

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Your Retirement Quest with Dorian Mintzer and Keith Lawrence and Alan Spector

Baby Boomers look forward to retirement with a healthy dose of excitement and anxiety. They tend to be unprepared for the realities of retirement–neither do they anticipate the challenges nor have they planned sufficiently to take full advantage of the opportunities. In addition, many Boomers have perceptions of retirement that are, in essence, myths. Your Retirement Quest helps prospective and current retirees understand and address the challenges, recognize and debunk the myths, and set the stage for developing a holistic life plan that increases the odds of a fulfilling retirement.

In this episode, you'll discover:

  • Challenges of Retirement
  • Myths about retirement
  • 10 key elements to a fulfilling retirement
  • And more!

About Keith Lawrence and Alan Spector:

Keith Lawrence has been a student of success for over 40 years, learning about how individuals, teams, and companies achieve their full potential. During his 32-year career at the Procter & Gamble Company, he traveled over three million miles to over 100 companies on his quest. Since “graduating” from P&G in 2009, he has consulted extensively, published several articles, spoken at numerous conferences, and sat on several boards and advisory councils. Keith catalyzes the book Your Retirement Quest and is one of the country's few certified retirement coaches. His wife, Sue, and he live in Cincinnati, Ohio, and enjoy spending time with their family, which is quickly growing with the arrival of grandchildren. He aggressively pursues his bucket list, strengthening his well-being and giving back to others to improve the world.

Alan Spector retired from a 33-year career with the Procter & Gamble Company in 2002 as Director of Worldwide Quality Assurance, having begun “practicing retirement” five years before. In retirement, Al pursues two of the passions of his youth: baseball and books. He continues to play baseball at age 70 and has coached his grandson's team. Al has written and published several books, including Your Retirement Quest, and numerous magazine and newspaper articles. He also consults extensively for companies and non-profits, works out daily, is an active community volunteer, leads a mentoring program at the high school from which he graduated, has sat on several boards, and is an active blogger. Al and his wife, Ann, live in St. Louis, travel widely, and enjoy their four grandchildren.

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What Retirees Want: A Holistic View of Life’s Third Age with Dorian Mintzer and Ken Dychtwald

Episode Guest: Ken Dychtwald, Ph.D., a pioneer in the aging field and a gerontologist, psychologist educator, lecturer, consultant, entrepreneur, and expert on aging-related issues

Episode Description:
Thanks to extraordinary medical, demographic, and economic shifts, most of us will live unprecedentedly long lives. Consequently, the world is witnessing a powerful new version of retirement-the Third Age-driven by the power and needs of the massive Baby Boomer generation. Consumers over 50 now account for more than half of all spending and control more than 70% of the country's net worth.

How will work, family, health, leisure, money, success, purpose, and retirement be transformed in the years ahead to accommodate two billion people over the age of 60 worldwide?

In this episode, you'll discover how individuals and businesses can best prepare to thrive in a new era where the needs and demands of third agers will set the lifestyle, health, social, marketplace, and political priorities of generations to come.

About Ken Dychtwald, Ph.D:

Over the past 40+ years, Dr. Ken Dychtwald has emerged as North America's foremost visionary and original thinker regarding the age wave's lifestyle, marketing, health care, economic and workforce implications.

Ken is a psychologist, gerontologist, and best-selling author of 17 books on aging-related issues, including his latest book with Robert Morison, What Retirees Want: A Holistic View of Life's Third Age. He was the executive producer and host of the highly-rated/acclaimed 2007 PBS documentary, The Boomer Century: 1946-2046, which aired over 2,000 times on PBS stations nationwide.

Since 1986, Ken has been the Founder and CEO of Age Wave, a firm created to guide companies and government groups in product/service development for boomers and mature adults. His client list has included over half the Fortune 500 companies. Ken has twice received the distinguished American Society on Aging Award for outstanding national leadership. American Demographics honored him as the single most influential marketer to baby boomers over the past quarter-century.

Ken and his wife, Maddy, recently received the Esalen Prize for their outstanding contributions to advancing the human potential of aging men and women worldwide. In 2018 he was awarded the Inspire Award from the International Council on Active Aging for his exceptional and lasting contributions to the active-aging industry and for his efforts to make a difference in the lives of older adults globally.

Get in touch with Ken:

Ken's book: What Retirees Want: A Holistic View of Life's Third Age
Ken's website:
Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at

The Paradox of Aging: Why People Are Happier as They Age with Dorian Mintzer and John Leland

Episode Guest: John Leland, New York Times journalist and author

What can we all learn about living better from people who have lived long enough to know something about life? John Leland, an award-winning New York Times reporter, spent a year following six people over age 85, expecting to write about the hardships of growing old. Instead, he got a wealth of lessons that surprised him. In a culture that worships youth, older people are more content, less stressed, and better able to deal with loss than younger people.  The good news about old age, as Leland wrote in his book Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old, a New York Times bestseller, is that there is good news of old age.

The answer came from an unexpected place: from the lives of six people age 85 and up. He expected them to educate him in the hardships of old age. Instead, they taught him lessons of resilience, gratitude, purpose, and perspective that apply to people of any age. All had lost something – spouses, mobility, their keen eyesight or hearing. But none had lost everything. And they defined their lives by the things they could still do, not by what they had lost.

Sociologists call this the “paradox of aging.” As much as our culture obsesses over youth, older people are more content with their lives than young adults. They're less stressed, less afraid of death, better able to manage whatever difficulties come their way – even when their lives are very, very hard. The good news about old age is that there is good news. And the better news is that we can all learn from our elders' wisdom and experience. Whatever your age, it's not too late to learn to think like an old person.

In this episode, you'll learn their strategies for cultivating:

  • resilience
  • gratitude
  • interdependence rather than independence
  • purpose
  • acceptance, including accepting mortality.

About John Leland:

John Leland is a reporter at the New York Times, where he wrote a year-long series following six people age 85 and up, which became the basis for his new book, Happiness Is a Choice You Make: Lessons from a Year Among the Oldest Old, a New York Times bestseller. Before joining the Times in 2000, he was a senior editor at Newsweek and editor-in-chief of Details magazine.


Get John’s book,
Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at

Music for an Ageless Mind with Dorian Mintzer and Lynne and Joshua Berrett

Music is a whole-brain food. It can nourish an ageless mind, one that is flexible and growing. People who enjoy listening to music have direct access to all the major ingredients for keeping their brains fit. By its very nature, music has a powerful effect on the brain, body, and spirit. Music that you choose to listen to can play a role in helping you develop a consistent lifestyle that supports brain health and overall well-being.

Researchers are finding that more than medications, specific lifestyle choices can make a real difference in optimizing brain functions and minimizing the risk of dementia.

Music can stimulate both hemispheres of the brain when people are guided to listen with close attention and focus on complex music of many kinds. Learning to do this introduces novelty and challenges the brain, stimulating the growth of new neurons.

Music also affects our brains from the limbic system outward to the neocortex. It can help us eat and sleep better. In a May 2013 article in Scientific American, Let's Get Physical: The Psychology of Effective Workout Music, it is referred to as “a type of legal performance-enhancing drug” enhancing the effect of exercise. It plays many other roles in keeping the brain awake and alive.

Join Joshua and Lynne and discover your own recipe for brain fitness that can work for you consistently and evolve with changes in your life over time.

About Lynne and Joshua Berrett:

Joshua Berrett, Ph.D., is a Professor Emeritus of Music, musicologist, jazz and classical music studies author, and violinist in area music groups. His retirement career's purpose is to teach an appreciation of many types of music and their tangible benefits to people's brain health and lives through lifelong learning classes in person, by phone, and online. He relishes helping students of all ages expand their horizons and improve their well-being through music. He has recently been appointed to the Lifelong Learning Committee of the American Society on Aging.

Lynne Berrett, MA, LCSW, is a life coach and a co-leader of the MentorCoach Alliance for Positive Psychology. She is a certified Total Brain Health coach. She has taught writing and literature in higher education, been a special counselor for at-risk college students, and a psychotherapist in private practice for adults and couples for over 30 years. She is deeply interested in literature, music, and dance's role in improving people's brains and lives, especially as they age. Their blog, The Ageless Mind Project, reflects Lynne's training in Positive Psychology as well as their joint contact with current neuroscience researchers about lifestyles that support brain fitness.

Get in touch with Lynne and Joshua Berrett:

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