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Growing Older with Gusto

Growing Older with Gusto

Von: Gail Zugerman
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  • What’s Next? With Caroline Brecker And Polly Chandler

    What’s Next? With Caroline Brecker And Polly Chandler
    May 28 2025
    Are you approaching the end of your primary career and wondering what comes next? It’s a common dilemma, but what if there’s a way to embrace this new chapter with purpose and excitement? In today’s episode, we’re joined by two incredible guests who’ve navigated this transition with success. Caroline Brecker, co-founder of Third Half Advisors, and Polly Chandler, a strength coach at the company, share their inspiring stories of how they reinvented themselves after leaving long careers to help others do the same. Caroline, with her extensive finance background, and Polly, a seasoned coach and facilitator, offer unique insights into how we can create the next phase of our lives with intention. Whether it’s finding a new purpose through coaching, consulting, or simply embracing a new path, you won’t want to miss this conversation about reimagining the rest of your life. Tune in to discover how to take that next step and thrive in your "third half!" --- Watch the episode here Listen to the podcast here What's Next? With Caroline Brecker And Polly Chandler How To Rewire Yourself How many of us have reached a point in our lives where our primary careers are coming to a close and we're trying to figure out what to do with the rest of our life? We have two guests, a bit of a switch who made the transition and started another great phase of their lives. Caroline Brecker is the Cofounder of Third Half Advisors. Her background includes many years in finance with Stints at JP Morgan Private Bank where she oversaw $40 billion. Polly Chandler is a strength coach at Third Hald Advisors. Her background as a seasoned coach, curriculum designer and facilitator who played a key role in launching one of the first NBA's sustainability in the country led to her involvement with Third Half Advisors. Welcome to the show. Thank you, Gail. Thank you. Many of us reach this point in our lives where we’re in endpoint with our career and so many people I've talked to the years, flounder because you've been successful, enjoyed a career but you want to do something else and don't know what it is and what to do. Tell our readers, if you will Caroline. Where were you in your life when you decided to retire from JP Morgan Private Bank and you need to figure out what's next? Excellent question. I retired from Morgan after decades of being there. The organization had evolved to a much bigger enterprise and was a place that I probably was ready to move on from in terms of my own personal growth. Coincidentally to that, my husband was retiring and a dear friend of mine, Campbell Garish who is the cofounder of Third Half was also stepping back from his firm. While I was doing consulting work, I was watching these two try to navigate the stepping back part and it was amazingly complicated. Need For Transition Support I was surprised at how many fragmented resources or lack of resources there were out there, especially in a trusted environment way. Again, our longevity has changed so dramatically. Over the last century, we’ve gained 30 years practically in life longevity and to know the people would be floundering around for not just months but potentially years was striking to me and Campbell and my husband. It spoke to a need in the marketplace for some community to help people have a little light structure in thinking through this next chapter. It was a very compelling need and something I found deeply interesting from my own work with individuals and families. Polly, how about you? My transition very much came from an intentional activity of logging what was energizing and what was draining me. I kept track of it for several months while I was still the Chair of the Department of Management at Antioch University. Over time, I saw a pattern, which was what was energizing me most was coaching and mentoring students and faculty and transitions. What was draining me were some of the academic responsibilities and committees and things like th...
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    23 Min.
  • Super Ager & Super Helper: Dr. Katzman, 97, Solves My Tech Crisis!

    Super Ager & Super Helper: Dr. Katzman, 97, Solves My Tech Crisis!
    May 25 2025
    Dr. Melvern Katzman is an amazing example of someone who is growing older with gusto and with a great sense of humor. He is a family man who cherishes his family connections, and has a revolving list of hobbies that keep him current and focused. He has the can do it spirit that has navigated him throughout his 97 years! --- Watch the episode here Listen to the podcast here Super Ager & Super Helper: Dr. Katzman, 97, Solves My Tech Crisis! Welcome to the show. We are continuing a series of episodes with people who are considered to be super-agers. Dr. Melvern Katzman, who lives in Toronto, is 97 years young and will be talking to us about what it takes to get to his age. Dr. Katzmann practiced optometry for 60 years, was actively involved in his professional organizations, his faith, and was a leader for Habitat for Humanity. Most recently, at age 97, he chaired his condo buildings 40th anniversary party. He is definitely growing older with Gusto. Let's get started. Welcome to the show, Dr. Katzman. Thank you very much for having me. Staying Vital At Any Age: Dr. Katzman's Secret Sauce To Joyful Aging I just have to tell my listeners, this is like so impressive before we even start the conversation. Dr. Katzman was having some trouble getting onto the podcast recording platform. He showed you effort like within a half hour, he did it all figure out, and here we are. I'm so impressed because I am a techno Neanderthal, and you're 97 years old, and I couldn't do what you did. I'm impressed. I wanted to ask you, people who come on our show or are selected because they've shown by example, their attitude towards growing older, and you're growing older in a positive and productive way. What would you tell someone who's maybe 50 years old what to do and how to grow older without being fearful of growing older? Let's say this. I really provided for my old age. I have many hobbies and I'm involved in the community, involved in my condo. When my time came to retire, I had plenty of things to do to keep my mind off being feared. Tell us a little bit about what you did to stay vital all these years. What were some of your hobbies? I know you do genealogy, and check me out. That was pretty impressive, too. I’m a stamp collector, a coin collector, involved with the condo, which I expanded into being involved with the federal government, the provincial government, and the municipal government. I'm quite active in the community. What would you say to our readers that has given you the greatest strength as you navigate through life's ups and downs? I think I'd have to go back to my family, my mother, my father, my in-laws, and one uncle who is my mentor. They provided a lot to me. They were the ones who made Mel Katzman. A Love Story & Lasting Connections: Family & Friends At 97 Dr. Katzman, tell our readers the wonderful story about how you met your wife. Believe it or not, it was that mentor uncle who made a blind date. He once had a function. He saw my supposed next and my wife, and he said, “That would be a nice girl for Mel.” We made a date, but he didn't realize her age. She was 17 and I was 24 and she wouldn't refuse the date because of my uncle. When we saw each other, that was it. Love at first sight, right? It's amazing. Talk to our readers a little bit about the importance of creating and keeping a strong circle of friends. There aren't too many friends. There aren't too many of my friends left. I seem to be the last one. What has happened? Children learn by observing and copying the actions and habits of adults. Throughout your life, I know you must have had a wide circle of friends. I had a lot of friends. Most of them, believe it or not, were younger than my wife and I. From my synagogue was one source. We belong to many organizations, and my activities in the community have created a lot of friends. Why do you think that you and your wife were drawn to younger people, or I should say,
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    16 Min.
  • Finding Your Tribe In The Digital Age With Matthew Edgerton

    Finding Your Tribe In The Digital Age With Matthew Edgerton
    Feb 10 2025
    Matthew Edgerton is using personal life experiences and work background to help an aging population find their tribe and grow older with gusto. In this conversation with Gail Zugerman, he shares how he interviewed all types of people, from the aging in independent living to their caregivers and family members, to create his business model called Cogensus. Matthew sheds light on the lack of stimulation among older people and how he strives to determine the best way to get them engaged in life. He also explains how Cogensus uses AI in creating family memoirs that will give people a purpose and something to add to their legacy. --- Watch the episode here Listen to the podcast here Finding Your Tribe In The Digital Age With Matthew Edgerton Our guest is an enterprising man from California who has been shaped by life experiences to leave the world a better place by helping people as they grow older. His name is Matthew Edgerton, and he's launching a company in 2025 called Cogensus, which he has created through his background of being a thought leader in the areas of artificial intelligence, innovation strategy, and product development. Prior to his latest endeavor, Cogensus, Matthew led the global strategy and GTM for the communication and media division of Accenture, Microsoft's cloud-first practice. Matthew has so much to tell us about how he got to where he is, so I'd like to welcome him to the show. Welcome, Matthew. Gail, thanks for having me. How Matthew’s Experiences Shaped Cogensus You told me you're shaped by your personal experiences. Let's start there. Can you tell our readers how this played into you starting your own company called Cogensus? Great name, by the way. Thank you. The personal experience I referenced was the particular passing of my grandfather. When I was a little guy, I spent a lot of time with my granddad. He watched me a lot from the ages of 1 to 11, when he passed away. My grandpa, I learned later in life, was a pretty exemplary guy. He went through a lot of interesting life experiences. Growing up with him in the context of being his grandchild, I was not exposed to any of that because there are a lot of adult topics you just can't talk to a child about. I understand totally. When I was in my late twenties, I one day stumbled upon his online obituary, and it referenced a couple of things that I didn't know. I went on a research journey of my own to learn more about my grandpa. I learned that he joined World War II at seventeen. He fought and served and got a Purple Heart and a Silver Star. He came back and tried to commit suicide and then survived. A lot of intense life experiences. It's a shame that we don't have more clarity and depth on what happened there. That colored my experience. In the age of AI, I thought that a lot of people are going to be getting older. It'll be a real shame if their combined histories pass away without being saved in some form or fashion. That was one of the personal experiences that caused me to move in this direction. This is somewhat professional, but in 2022, I helped the United Nations. I wrote some climate standards for them. You can find it under the ITU group. Effectively, they have these things called SDGs, which are Sustainable Development Goals. There's a big focus on both preserving the histories of the world. That could be all kinds of different communities, including indigenous folks, all the way up to helping the world as it ages. That was where I first got exposed to this broader problem about, I’ll call it the aging world that we live in. We are going to be entering a time where we have a lot more people over the age of 60 than under it. That causes a whole bunch of both societal as well as localized changes that need to occur. By taking that into account and trying to be a positive person and leave a positive impact, and then my own personal experiences. That is what shaped Cogensus effectively.
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    30 Min.
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