I Used to Be Somebody: (Un)Retirement Lessons Learned

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My 6 Best (Un)Retirement Decisions

Carl Landau | February 10, 2024
Carl DiaryI'm currently starting my 4th year of what we call (Un)Retirement. And maybe I've learned a thing or two I can share to help you...
 
Actually do it and retire! I thought about it many times. Exactly when should I cut the cord and stop working the crazy hours and dealing with the pressure of running my own business for 40+ years? The best advice I give people about (Un)Retirement is do it sooner rather than later. I wish I had sold/quit 5 years earlier. The last couple of work years were a drag on my mind, body and spirit. And I didn't realize it until I stopped.
 
Hire a pro to create a financial plan. The reason I felt comfortable in stopping the job/career is that I had been working with a great financial planner for several years in anticipation of the change. That person is Ian Castille at Capital Advantage and I consider him a good friend at this point.
 
I talk to so many people that have/had successful careers and have created wealth that they manage themselves. Or at least they try. This is crazy. What do you truly know about the financial market? I'd rather pay someone that studies the market all day to make my decisions. I sleep so much better at night because of this.
 
Avoid the temptation to go back! You are an expert with experience and it's so tempting to go back. I was in the live event biz for the past 20 years. I know that business back and forth and have seen so many opportunities to return. But, every time I return to my senses (also with the wise counsel of my wife Diana who had to put up with my totally-consumed-working-self for many years). Now I focus on where I'm going!
 
Do something new. Use the skills you already have, except in a new way. After working for decades, we all have developed incredible insights into organization, management, writing or whatever. Just use that toolbox in some new and cool endeavor.
 
Hire someone to do the shit you don't like to do or aren't good at. When I first was launching our podcast and newsletter I was going to hire an assistant. But my friend Bekah said I should consider hiring a virtual assistant company. I did that 3+ years ago. I hired a company Monkey Creative. It was one of the best decisions I ever made. No employees for me to worry about and I only pay for what I need done. I get to do the writing and they handle the graphics, e-marketing and all the other stuff I don't want to do/not good at.
 
Just start and see what happens. I didn't have a plan beyond starting the I Used to be Somebody podcast and newsletter. Then I took a leap of faith. Perhaps it would lead to something else? It lead to me interviewing 80 incredible people that I would never have met in a million years. Many I now consider my friends. The podcast and some pickleball talk led to Diana and I co-authoring (with our instructor and friends Mo and Reine) the Amazon best-seller, Pickleball for dummies. Most recently, my new path has led to leading vacation tours around the world for our podcast audience. You never know...

 

Tags:    the carl diary   unretirement   pickleball   Best decisions   second act   pickleball book   I Used To Be Somebody   Podcast  

Dewey Forward Interview: Night Club Owner Pivots to Popcorn Shop

Diana Landau | December 04, 2023

Dewey ForwardCarl interviews music promoter/serial entrepreneur Dewey Forward this week. Just some of Dewey's accomplishments include organizing and promoting over 4,000 concerts, opening Peabody's Cafe and Peabody's DownUnder in Cleveland Flats and also developing the Sohio/BP RiverFest, (which was Ohio's largest festival in history with over 1,000,000 attendees). He has produced concerts for Spyro Gyra, Pearl Jam, Etta James, Wynton Marsalis, REM, Donovan, Bon Jovi, Bo Diddley and countless others. Dewey is also now the proud owner of an iconic popcorn shop in picturesque Chagrin Falls, OH.
 
Like Carl, Dewey grew up in Shaker Heights, a suburb of Cleveland. "It was a 'Leave it to Beaver' childhood, " he says. Enterprising even at the age of 9, Dewey started a "canteen" in his basement, selling refreshments and a place to hang out to the neighborhood kids. He also says he was a troublemaker in school and was on a first name-basis with the Principal.
 
After trying out three colleges, Dewey settled on Hartford where he says he didn't learn much in class but learned a lot about producing successful events. "I learned how to organize and promote concerts and events and how to create a crowd." He founded SAW--a student organization against the Vietnam War, organizing bus trips to Washington D.C. to protest.
 
Fun Fact: Dewey Forward is a "Jr.", his last name of English descent. "No one forgets my name!"
 
Carl notes that being a concert and event producer is a high-stress, high-risk career. "Yes, my parents were aghast but I didn't listen to them." In 1977 Dewey opened Peabody's Cafe and Peabody's DownUnder, two successful ventures in the up-and-coming Cleveland Flats neighborhood. His mother gave him the money to start both businesses. "I paid her back and I'll forever be grateful." By the time Dewey moved on, the area had grown from 5 restaurants and bars to 53. "When I look back on it, it was a blast but also so stressful."
 
Dewey retired for the first(!) time at age 50. Not one to sit still, he started a new business every five years. Now at 74, he's learning not to add more stress into his life. He does a lot of physical activity, including bike riding. "It clears my head and is good for my heart!" He and his girlfriend love to travel and he's building a second home on Lake Erie. His five words for the (un)retirement good life: "Keep moving and no stress!"
 
Dewey Forward's (un)retirement tips:
  • "Get rid of that negative voice in your head that tells you that you can't do things. We are a very capable generation!"
  • "Don't be too old to retire. What I mean is, do not keep working until your body is too old to do anything else."
  • "I'm not a planner. I just say, 'That looks fun!' and then I put blinders on and go for it!"Dewey Forward Interview
 

 

• More about: Dewey Forward and Chagrin Falls Popcorn Shop
• Sponsored by: Capital Advantage
• Sponsored by: How to Retire and Not Die
• I Used to be Somebody World Tour: First Stop Tuscany

 

Diana Landau is the Content Wrangler for Pickleball Media. After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog.
 
Tags:    Blog   I Used To Be Somebody   Unretirement   Interview   Dewey Forward   Carl Landau   Night Club   Popcorn Shop   Pickleball Media  

Bob Wolfe Interview: The Pinot Guy now Pickleball Guy

Diana Landau | November 02, 2023

Bob WolfeCarl interviews Bob Wolfe this month, just as Bob "The Pinot Guy" embarks on a new career in his 60's. Timing, hard work, patience and the willingness to deep dive are the hallmarks of having a successful second (or third) career and Bob has been doing just that for decades. A wine expert who owns his own wine business, he has written over a thousand articles for magazines like The Wine Spectator, Wine & Spirits, The Northwest Palate and more. He has also been a long-time judge for wine competitions all over the world. Most people know Carl loves Pinot Noir, but Bob's second act as a pickleball instructor has Carl super-psyched!


Bob grew up in a very small rural town in Monroe, Oregon, (pop. 450.) His family lived on 22 acres with cows, chickens and lots of wood for Bob to chop into firewood. Eager to get out into the world after high school, Bob was intrigued by nuclear submarines and international travel and he joined the U.S. Navy.


In the 1980's, Bob started work on two of his interests at the time, natural pesticides and beer, (but not together.) You'll have to tune in to the episode to hear Bob's story about a 4:30am business phone call with Donald Trump way back then. (Some things don't change.) Bob's passions eventually led him to wine and he was one of the first in the U.S. to publish an e-newsletter devoted to wine. He enjoyed the perks of being a wine reviewer. "Wine writing is a wonderful gig!" he tells us.


He took some of the money from his other ventures and in 1991 he started The Oregon Pinot Noir Wine Club out of his garage. That very first day he had orders. In just a couple of years, he grew the club to a $2 million business. He started judging internationally and his wine biz career as a retailer and expert grew steadily.


Fast forward a couple of decades, Bob says he turned 60 and started thinking about what he wanted to do next. " I knew I wanted to wind down my time in the wine biz. I looked for something to belong to, something more social." Bob joined a pickleball club, took some lessons and loved it. "'I'm meeting new people and having fun. I find it satisfying on so many levels."


Now Bob has found someone to run his wine biz and is planning trips to Mazatlan, Mexico and Da Nang, Vietnam where you guessed it...he's planning to play and teach pickleball. He's even training to be a competition judge. Bob says, "I always ask myself, What's driving me and my passion now? I'm jumping in!"
 
Bob Wolfe's (un)retirement tips:
  • "No sitting on the sidelines, just thinking about what you want to do. Do it."
  • "Get enough friends to do things with--I'm determined to escape the dreaded senior lonely years."
  • "Give up on owning a lot of stuff. You just don't need it. Unburden yourself from taking care of things you don't use. It will free your mind too."Unretirement
 
• More about Bob Wolfe
• Sponsored by How to Retire and Not Die
• Sponsored by Capital Advantage
• I Used to be Somebody World Tour
 
Diana Landau is the Content Wrangler for Pickleball Media. After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog.
 
Tags:    Blog   Pickleball   Unretirement   Bob Wolfe   Pinot   Wine   Interview   I Used To be Somebody     

Jed Smith Interview: Creative Marketing Exec Thrives in Italy as Artist

Diana Landau | October 10, 2023

Jed SmithThis month Carl chats with Jed Smith, a former top marketing exec who worked with brands all over the country, including Athleta, where he was the Senior Creative Director, before making his next big move 10 years ago--to Italy. Jed has embraced (un)retirement as a very accomplished artist and photographer. He is also the author of the recently released book "Under the Oak with Agnes.
 
Jed spent his growing up years in Columbia, South Carolina. His father was a nuclear engineer and his mother was an artist and art teacher. "She really brought out my love of art and expression......I am so grateful for that."  As a teen in Clemson, Jed says he didn't feel confident then and wasn't sure about his place in the world. Everything came together for him in college when he entered University of Georgia's School of Graphic Design.
 
Jed studied art abroad during college in Cortona, Italy. "I wasn't prepared for how it blew me away!" Living in Italy ignited a hunger in him to one day live in a different country and culture. Through his career, Jed lived in 15 U.S. states. (He adds that his mother always said he was restless.)  Years ago, Jed was working on a photo shoot in Italy for Athleta and stayed longer for vacation. Soon he was touring properties with a real estate agent. He'd just sold his home in San Francisco and he decided to buy a home in Italy. 
 
Jed has embraced his (un)retirement life in Italy. In addition to becoming an author, Jed blogs regularly on his Italywise.com about making the transition to living in a new country and wants to help others with adapting to a new culture and language. He also recently launched a new standalone website, Jedsmithart.com for his incredible paintings and photography. "Wake up every day and remember that your ability to create is without limit," he says.
 
Now 67 and living on the Italian coast, Jed is on the move again--this time to Ragusa, Sicily. "With everything I've learned, it's important to surrender. Show up, do your best, tell the truth and then let go of the outcome!" 

 

Jed Smith's tips on making the leap to a new country and culture:
  • "Americans don't often understand the flipside of immigration. You can't just waltz into another country. Research and plan as you begin to navigate the process."
  • "Be careful how you balance the romantic side of your dream with the practical realities."
  • "Without a command of the language, your experience will be so limited."
  • "My pet peeve: Don't try to pack up your culture and move, only leaning into what's familiar."
  • "If you're not feeling a little nervous, you're not taking the committed leap! Demonstrate to the universe that you are serious about the step you're taking."
• More about Jed Smith
• Sponsored by Capital Advantage
• Sponsored by Mike Ownbey, COMPASS 
• Sponsored by How to Retire and Not Die
• I Used to be Somebody World Tour: First Stop -- Tuscany
 
Diana Landau is the Content Wrangler for Pickleball Media. After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog.

 

Tags:    Blog   Carl Landau   Jed Smith   Artist   Unretirement   I Used To Be Somebody   Italy   Marketing   Executive   passion  

Dat Truong Interview: High Tech Exec to Best Pho and "Grandma's Secret"

Diana Landau | September 07, 2023

Dat Truong
This week Carl interviews Dat Truong, a former Silicon Valley Techie who left the big paychecks behind in search of something new, something fun, something more meaningful. Dat, who currently owns Lela's Bistro and Grandma's Secret in Portland, OR, started his career on Wall Street, working with the likes of Wall Street Systems, Merrill Lynch, Lehman Brothers, and others. He then pivoted to Silicon Valley where he contributed to several software start-ups that were later acquired. Now at age 53, Dat says he's living life on his own terms and is loving his new endeavors as an entrepreneur and restaurateur.
 
When Dat was 5 years old, his family immigrated from Vietnam to New York, just days before the fall of Saigon in 1975. He says his father, who he aspires to be like, was the most selfless, hard-working person he has ever known, working as an engineer while Dat's mother managed the family. After college in New York, Dat lived in Manhattan and worked on Wall Street.
 
Dat felt like the black sheep in his family. He was always very social and outgoing, as opposed to his studious siblings. These qualities served him well in his high-tech career in management. "You have to learn to work with people; communicate tactfully, be a good listener and know your audience." In 1997, ready to escape the hectic lifestyle of NYC, a friend encouraged Dat to move cross-country to Silicon Valley to join an internet security start-up. 
 
After 20 years in Silicon Valley high tech, Dat moved to Portland to leave the hustle and bustle of the bay area, searching again for something new, something more meaningful, something that would fit with his healthy lifestyle. He wasn't sure what he wanted to do next. "It was a real struggle contemplating different directions I could take." In Portland, he found Lela's Bistro and loved their Grandma’s beef pho so much he ended up going there 4-5 times a week. "Their food is so clean, so deeply flavorful." 
 
After several weeks, Lela's owner asked Dat if he had a job, because he was there so much. After telling her he was contemplating a new career that aligns with his healthy lifestyle, she told him to buy Lela’s and they'd work for him! Never owning a restaurant before, Dat's "Aha" moment came when he decided to take his own advice and embrace his sense of curiosity, of which running a healthy restaurant was one of them. And the rest is history. "It was one of the best decisions of my life. We provide honest wholesome meals, made from scratch by Grandma Chef, to a lovely community.” 
 
Dat learned to hire genuine, kind -hearted people. "If you surround yourself with good people, a good team, good things will happen," he says. Grandma, (Co Ngan, who makes the amazing beef pho), told Dat she used to sneak out in her 20's to underground bars in Saigon to satisfy her curiosity and sense of adventure. Another "Aha" moment came for Dat. He wanted to celebrate Grandma’s younger years. He created this wonderful subterranean mid-century cocktail bar, reminiscent of a French Colonial bar in Saigon, with vintage glassware, black and white photos of a young Grandma, soft music and conviviality. At Grandma's Secret, a blue light shines when they're open but there's no sign, relying on bringing in patrons by word of mouth. It's no surprise that the bar has already been featured in Eater Portland.
 
Dat says two things have helped him in his new endeavors. "I've let go of my ego and I stopped caring how others judge me. Removing those two aspects of who I am has been liberating. I can just be myself!" We think that's great life advice too.
 
Dat Truong's (un)retirement advice:
  • Pursue your curiosity. What drives you inside? Stop saying "What if?" and try it!
  • Pursue aspects of your lifestyle that are important to you. I love healthy eating and meeting new people. Lela's and Grandma's Secret are part of that.
  • Surround yourself with good-hearted souls. This is important in work and in life.
  • Have genuine intentions. It's a reflection of you!
   
• More about Dat Truong
Lela's Bistro
• Sponsored by How to Retire and Not Die
• Sponsored by Capital Advantage
• Sponsored by Mike Ownbey, COMPASS
• I Used to be Somebody World Tour: First Stop -- Tuscany
 
Diana Landau is the Content Wrangler for Pickleball Media. After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog.

 

Tags:    Blog   Dat Truong   Interview   (Un)Retirement   I Used To Be Somebody   Pho   Business Owner   Bistro   Grandma's Secret   Carl Landau  

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