Episode 324

Retirement Beyond the Financials- Investing in You with Wendy Leggett | DFS 324

Get all the inside secrets and tools you need to help you develop your intuitive and leadership skills so you are on the path to the highest level of success with ease.  Wendy Leggett shares what you need to do to retire with ease and grace.

In this episode you will learn:

  • Define:  What is retirement to you?
  • Filling it and Fulfilling it:  Explore what your newly found time is.
  • No regrets retirement:  How to look forward to the future



Who is Wendy Leggett?


Wendy Leggett is a certified retirement life coach (PCC, CRLC) who specializes in helping make the transition from career to retirement a gratifying one, ensuring that one’s sense of identity, feeling purposeful and connected, and shifting a mindset to one of positive aging is achieved.


Follow Wendy on LinkedIn:  https://www.linkedin.com/in/wendyleggett/




If you are ready to start reaching your goals instead of simply dreaming about it, start today with 12minutegift.com! 


Buy your copy of the the Best Selling Book, 12 Minutes to Success on Amazon:  https://a.co/d/beBleiW  


 Grab your FREE meditation:  Reduce Your Anxiety MEDITATION


Are you ready to tiptoe into your intuition and tap into your soul’s message? Let’s talk 


Listen in as Jennifer Takagi, founder of Takagi Consulting, 5X time Amazon.Com Best Selling-Author, Certified Soul Care Coach, Certified Jack Canfield Success Principle Trainer, Certified Professional Behavioral Analyst and Facilitator of the DISC Behavioral Profiles, Certified Change Style Indicator Facilitator, Law of Attraction Practitioner, and Certified Coaching Specialist - leadership entrepreneur, speaker and trainer, shares the lessons she’s learned along the way.  Each episode is designed to give you the tools, ideas, and inspiration to lead with integrity. Humor is a big part of Jennifer’s life, so expect a few puns and possibly some sarcasm.  Tune in for a motivational guest, a story or tips to take you even closer to that success you’ve been coveting.  Please share the episodes that inspired you the most and be sure to leave a comment.  


Official Website: http://www.takagiconsulting.com

Instagram: https://www.instagram.com/jennifertakagi/

Facebook: facebook.com/takagiconsulting


I look forward to connecting with you soon,  Jennifer


Jennifer Takagi

Speaker, Trainer, Author, Catalyst for Healing


PS: We would love to hear from you! For questions, coaching, or to book interviews, please email my team at Jennifer@takagiconsulting.com

Transcript
Jennifer Takagi:

Welcome to Destin for success. I'm your

Jennifer Takagi:

host, Jennifer Takagi, and today I am happy to introduce Wendy

Jennifer Takagi:

Leggett. Wendy comes from us, from California. I believe

Jennifer Takagi:

you're right. Yeah, right. Okay, you're

Jennifer Takagi:

in California. Tell us where, and a little bit about yourself.

Wendy Leggett:

Oh, thanks. I'm in Huntington Beach, California.

Wendy Leggett:

I was actually born in Colorado, grew up in Washington State, and

Wendy Leggett:

I'm one of those that we get to go to Washington on to

Wendy Leggett:

California on occasion for vacation, and I lived for the

Wendy Leggett:

sun, like the whole way there, I'd be saying, is it going to be

Wendy Leggett:

sunny? And I'd be out there with beach chairs flying around

Wendy Leggett:

because it's so windy, but I had to go back with a tan. So all

Wendy Leggett:

that being said, when I got married, I said to my husband,

Wendy Leggett:

the one thing is, can we move to California? And that's why, what

Wendy Leggett:

brought me here, just the sun. So, yeah,

Jennifer Takagi:

I love that. I we I'm in Oklahoma, and we have

Jennifer Takagi:

a little lake place, and so every weekend, I get in the car

Jennifer Takagi:

and off I go to hang out at the lake. You're happy place? Yeah,

Jennifer Takagi:

yeah, exactly. So what do you do? How do you show up in the

Jennifer Takagi:

world? Who do you help? Tell me more.

Wendy Leggett:

I appreciate that. I'm I'm a retirement life

Wendy Leggett:

coach. I focus on the non financial aspects of retirement

Wendy Leggett:

life planning. And it's interesting, Jennifer, because

Wendy Leggett:

when I shared that with people, they say, Wow, what a great

Wendy Leggett:

idea. I've never thought of that. How did you come up with

Wendy Leggett:

it? And I think that there's not this recognition that this is a

Wendy Leggett:

thing, and we've got more and more of a movement toward it.

Wendy Leggett:

Because, as we know, so many in that baby boomer generation, of

Wendy Leggett:

which I'm a part, are looking at retiring. And so it's really,

Wendy Leggett:

you know, top of mind, like, what is that going to look like?

Wendy Leggett:

And so my focus, and what's so important to me is the

Wendy Leggett:

recognition that we don't want to just be one day you're in and

Wendy Leggett:

the next day you're out. I don't know if you're a project, one

Wendy Leggett:

way fan I am. So Heidi Klum would always say, in fashion,

Wendy Leggett:

one day you're in and the next day you're out. And that can be

Wendy Leggett:

with work if people don't think about it. You know that you've

Wendy Leggett:

been in your career, you've been focused, maybe you have your

Wendy Leggett:

financial house in order. So you think all the work's been done,

Wendy Leggett:

and then it's going to be leisure travel and less

Wendy Leggett:

weekends. And the reality is, and the study shows, that one in

Wendy Leggett:

three struggle in retirement. But I don't know about you, if I

Wendy Leggett:

before I started doing this work. If I'd say, you know,

Wendy Leggett:

how's retirement going, generally, people would say, Oh,

Wendy Leggett:

it's great, you know. And if somebody were to reveal that it

Wendy Leggett:

wasn't, you think, Wow, that's crazy.

Jennifer Takagi:

Years ago, I think I was 23 so that was a few

Jennifer Takagi:

minutes ago, or decades, or whatever, and I worked at

Jennifer Takagi:

mortgage banking, and a gentleman in his 60s who had

Jennifer Takagi:

been vice president of a bank came to work for us, and we're

Jennifer Takagi:

visiting one day. And I was like, like, why are you here?

Jennifer Takagi:

What? What brought you it? And he goes, I've watched all my

Jennifer Takagi:

friends retire, and within drawing about 1012, Social

Jennifer Takagi:

Security checks. They're dead because they had nothing to do.

Jennifer Takagi:

Yeah? And I didn't want to do that in this job for me, based

Jennifer Takagi:

on my history and background. It's easy, it's low stress,

Jennifer Takagi:

because he was not in a management position, yeah, and

Jennifer Takagi:

he goes, I play golf one evening a week, because we get off at

Jennifer Takagi:

five, and I play every weekend, and I'm happy, and this is what

Jennifer Takagi:

I'm going to do.

Wendy Leggett:

I mean, what an accurate and what a sobering and

Wendy Leggett:

what a sad story, right? That people, because our work, like

Wendy Leggett:

purpose, is built into our work, our sense of identity can be

Wendy Leggett:

intertwined with it, our connections we you know, we

Wendy Leggett:

don't even realize how many people we talk to and are on

Wendy Leggett:

zoom with, or on calls or in meetings. And when we leave that

Wendy Leggett:

behind, we can leave pieces of ourselves behind. And so to your

Wendy Leggett:

point, that is what can happen with people. They start to feel

Wendy Leggett:

aimless, they start to feel a disconnect, and then even a

Wendy Leggett:

despondency. So that's that dark side of retirement. You know, I

Wendy Leggett:

think it's either one side or the other that people think, oh,

Wendy Leggett:

you know, it's rose colored glasses and everything's going

Wendy Leggett:

to be perfect, or one foot into the grave. And what I want is

Wendy Leggett:

really to bring it in balance. And what I call have a realistic

Wendy Leggett:

optimism, be aware, be intentional, and then really

Wendy Leggett:

move into action. I call it taking aim, you know, heighten

Wendy Leggett:

your awareness, raise your intentionality, make make

Wendy Leggett:

commitments and then move into action, get motivated. So

Jennifer Takagi:

I met a gentleman who is a pediatric

Jennifer Takagi:

plastic surgeon, and we got to visiting, and he said the number

Jennifer Takagi:

one cause of death with the elderly that cannot be cured by

Jennifer Takagi:

modern medicine is loneliness. And it was like, wow. And so I

Jennifer Takagi:

have a feeling that what you do helps prevent some of that

Jennifer Takagi:

loneliness, because if you have a plan for retirement.

Jennifer Takagi:

Retirement. Tell me more about that. Yeah,

Wendy Leggett:

you're right. I mean, that that epidemic of

Wendy Leggett:

loneliness is one that we're hearing about so prevalently,

Wendy Leggett:

and it's, it's at all ages, but most certainly, as we get older,

Wendy Leggett:

if we don't have that runway to retirement and elderhood, then

Wendy Leggett:

we start to see the loss. You know, if we're not really

Wendy Leggett:

putting ourselves out there, and connecting more than that social

Wendy Leggett:

circle gets smaller and smaller. And so that is a piece of the

Wendy Leggett:

work that I do. I really start with people, first and foremost,

Wendy Leggett:

like the gentleman that you met in the bank defining what is

Wendy Leggett:

retirement to me, because I've had clients come to me that are

Wendy Leggett:

planning for retirement, and when we drill down and say,

Wendy Leggett:

Well, why are you retiring? What? What are you retiring to?

Wendy Leggett:

And what are you retiring with? Oftentimes it's they've gotten

Wendy Leggett:

all this social pressure, or they just assume they turned

Wendy Leggett:

6062, 65 that they're supposed to or maybe they're going to

Wendy Leggett:

keep up kind of nudging them out. But the question needs to

Wendy Leggett:

still be asked, What does it mean to you? How do you define

Wendy Leggett:

it? Because retirement, the word should really be retired. You

Wendy Leggett:

know, it doesn't really fit any longer in our society, but it's

Wendy Leggett:

our common language, so we're using it right now. We'll come

Wendy Leggett:

up with something else, and maybe your listeners will will

Wendy Leggett:

message in and let us know some ideas, but, but going back to

Wendy Leggett:

it. So this idea that we're going to leave work and then,

Wendy Leggett:

and then what? And so that's what I focus on, is what? What's

Wendy Leggett:

the impetus for leaving? And then what do you see for

Wendy Leggett:

yourself? What is your vision? And so we look into, you know,

Wendy Leggett:

what's a typical day and a typical week going to look like?

Wendy Leggett:

And you've got this time abundance now, but if you

Wendy Leggett:

didn't, if your horizon wasn't as long, you know, what would be

Wendy Leggett:

the priorities? How would you really want to be spending your

Wendy Leggett:

time? So that, I know that's a message you share with your

Wendy Leggett:

listeners. Is that purposefulness and that feeling

Wendy Leggett:

at your soul, you know? So the human being part of it, at the

Wendy Leggett:

human dealing, doing part of it. And so we really then speak

Wendy Leggett:

about, you know, what are your values, and aligning those to

Wendy Leggett:

feeling purposeful, and what, what do you see for yourself

Wendy Leggett:

that you want to leave to the world and gift of yourself? So

Wendy Leggett:

we really step through, I mean, I'm kind of jumping around, but

Wendy Leggett:

I've got a road map to it, and we really step through the

Wendy Leggett:

elements that serve my clients to make sure that by the end of

Wendy Leggett:

our work together, they do have, again, this awareness. They've

Wendy Leggett:

set these intentions, and they are motivated to act on those

Wendy Leggett:

commitments and clarity and conviction about this next

Wendy Leggett:

chapter.

Jennifer Takagi:

Well, and it's it's so important, because I've

Jennifer Takagi:

heard people say, and I retired at a very young age because they

Jennifer Takagi:

gave me the opportunity to walk out the door or move, and I

Jennifer Takagi:

wasn't moving. So I retired. I like air quotes. I retired and

Jennifer Takagi:

started my own business, and that's why I'm here. I'm an

Jennifer Takagi:

entrepreneur now. And I interviewed somebody recently,

Jennifer Takagi:

and she said, Yeah, I didn't do well at retirement. I kind of

Jennifer Takagi:

flunked retirement, and now I have this business that I love,

Jennifer Takagi:

right? So you step into something you love, yes, but I

Jennifer Takagi:

have heard people say, like, when you're like, oh my gosh,

Jennifer Takagi:

you're retiring, what are you going to do? And you hear things

Jennifer Takagi:

like, Well, I'm finally going to clean out the closet. I'm

Jennifer Takagi:

finally going to clean out the garage. I'm going to paint the

Jennifer Takagi:

house. Like, I'm able to paint the inside of the house, I'm

Jennifer Takagi:

going to paint the house. And then you talk to him six months

Jennifer Takagi:

later, and it's like, what do you do? And it's like, well, I

Jennifer Takagi:

did all those projects in the first three weeks, and now I've

Jennifer Takagi:

binge watched absolutely everything on every streaming

Jennifer Takagi:

channel there is,

Wendy Leggett:

yeah, you know, the research shows that the

Wendy Leggett:

average retiree watches 47 hours of TV a week. So they basically

Wendy Leggett:

replaced a full time job with a full time job of watching TV.

Wendy Leggett:

And we all know from a cognitive standpoint, from a health

Wendy Leggett:

standpoint, from a connection standpoint, and that's that

Wendy Leggett:

brings us then to that, you know, potentially early death,

Wendy Leggett:

or at least feeling really despondent in that blue sense.

Wendy Leggett:

So and no, I

Jennifer Takagi:

watched more than 47 hours of the Olympics,

Jennifer Takagi:

and I think I'm stronger and smarter and better.

Wendy Leggett:

I can tell that, and I think that was probably

Wendy Leggett:

motivating, but I'm going to guess that was in that moment of

Wendy Leggett:

time and on. Because I know you're a mover and a shaker.

Wendy Leggett:

You're not sitting binging on TV, but, but I think that it is

Wendy Leggett:

important then, okay, then, how are we filling that time, but

Wendy Leggett:

not filling it with busy, you know, filling it up, but

Wendy Leggett:

fulfilling it up. And so there's a big difference, you know, time

Wendy Leggett:

being fulfilling rather than time being filled. I've had

Wendy Leggett:

clients come to me like you said that these long to do lists are

Wendy Leggett:

all these activities, and they're saying I'm busier than

Wendy Leggett:

ever. But yet, there's this piece that's missing. There's

Wendy Leggett:

this there's this feeling that there's something else, or what

Wendy Leggett:

really is this really meaningful? And that's what we

Wendy Leggett:

want. You know? So each of us does bring our gifts into the

Wendy Leggett:

world. We want to feel connected with that, and feel that we do

Wendy Leggett:

have a purpose here, that I think that that can get really

Wendy Leggett:

lost, and then how do you find it? And so I'm kind of that

Wendy Leggett:

guide and help people translate, okay, all of these ideas that I

Wendy Leggett:

have, what's going to feel right for me.

Jennifer Takagi:

So can you share with us a couple of things

Jennifer Takagi:

that our listener could do for themselves, like as they're

Jennifer Takagi:

contemplating they might already, already be in the

Jennifer Takagi:

throes of retirement and thinking, absolutely this isn't

Jennifer Takagi:

quite as exciting. I mean, if you've got a bazillion dollars,

Jennifer Takagi:

it doesn't take that much to travel a lot, but if you think

Jennifer Takagi:

you have to have that much like, are you traveling as much as you

Jennifer Takagi:

want? My husband and I had a conversation recently because

Jennifer Takagi:

I've been traveling a lot, and there's going to come a day when

Jennifer Takagi:

I just don't want to right that, either physically, it's too

Jennifer Takagi:

hard, or it's too much trouble, or I'm just over it, because as

Jennifer Takagi:

hard as that is for me to imagine at this point, I kind of

Jennifer Takagi:

think at some point I could be over it, and then what? So I

Jennifer Takagi:

come to you, I'm like, in the throes of retirement. I didn't

Jennifer Takagi:

pre plan, but now here I am, yes, like, what can I do now?

Wendy Leggett:

Joe, sure, and I do work with people that are pre

Wendy Leggett:

retirement and post, you know, post retirement, I do a lot of

Wendy Leggett:

presentations, and I do have people in the audience that say,

Wendy Leggett:

Wow, I wish I'd known about you when, because I've gone through

Wendy Leggett:

all of this difficulty or wasting time, or feeling less

Wendy Leggett:

than for so long. And, you know, potentially, they get over it,

Wendy Leggett:

or they get into these patterns that don't serve but in any

Wendy Leggett:

event, each of us has to make those decisions. So for someone

Wendy Leggett:

who does decide, yes, I would like some support. Or for your

Wendy Leggett:

listeners, okay, where do I start? It's really that idea of

Wendy Leggett:

what does retirement mean to me? So really defining it and then

Wendy Leggett:

really getting some clarity or beginning ideas of what is your

Wendy Leggett:

vision? Because we know that the average retiree now lives 2030,

Wendy Leggett:

or more years. And so that's a third of your life, a third of

Wendy Leggett:

your life. And so yes, you've got this bucket list, maybe, or

Wendy Leggett:

travel or the to do, but yeah, as you said, that's going to

Wendy Leggett:

wear thin, or it's going to wear out and and there's also so much

Wendy Leggett:

more to life. So even if you've got travel plans, then really

Wendy Leggett:

think about what is it about that place that I really want to

Wendy Leggett:

see? What will I want to bring back with me in the way of

Wendy Leggett:

memories or understanding or learning, really stepping into

Wendy Leggett:

it and doing the research, if that resonates for you, but

Wendy Leggett:

being present and squeezing everything out of all the

Wendy Leggett:

different things that we do. So I would say, really define. You

Wendy Leggett:

know, I'm in retirement now, or I'm looking at retirement. What

Wendy Leggett:

does that mean to me? What am I about? What's important to me,

Wendy Leggett:

what's my vision, and what are the steps I need to take to get

Wendy Leggett:

there? So that's a lot, and at the end, I will share with

Wendy Leggett:

everyone that there is this little mini workbook that I'd

Wendy Leggett:

like to offer them, this roadmap to retirement, and it does help

Wendy Leggett:

step you through that definition about retirement that you know

Wendy Leggett:

no regrets retirement, envisioning that first day, what

Wendy Leggett:

it looks like, and envisioning, what if you only had a limited

Wendy Leggett:

amount of time, what would be your priorities on that workbook

Wendy Leggett:

as well, it really does speak to what's your perspective, because

Wendy Leggett:

we know so often people go in with this feeling of loss, that

Wendy Leggett:

they're aging and that their their world is getting smaller.

Wendy Leggett:

But we can shift that perspective, and we can go in

Wendy Leggett:

with, wow, I've got these possibilities and this outlook

Wendy Leggett:

of positivity and being in that present and filled with

Wendy Leggett:

gratitude, which is also a little sheet in the mini

Wendy Leggett:

workbook. So I think people will enjoy that.

Jennifer Takagi:

So I I love all of this. I can't wait to get

Jennifer Takagi:

mine. But how did you get to this point? Like, what was your

Jennifer Takagi:

your background, that you woke up one day and said, I need to

Jennifer Takagi:

help people with this. How did you get to that point?

Wendy Leggett:

I appreciate the question, and I'll try to be

Wendy Leggett:

succinct, but I'll take you all through just a little bit of my

Wendy Leggett:

background. So I was in corporate for about 25 years in

Wendy Leggett:

sales leadership, so anywhere from Fortune 50 to fashion to

Wendy Leggett:

franchises. And I loved the work. I loved the sales process.

Wendy Leggett:

I loved being able to elevate my team members capabilities. Love

Wendy Leggett:

the connection with clients, and really loved having

Wendy Leggett:

deliverables, you know, meeting those sales and service KPIs. I

Wendy Leggett:

loved all of it. The last position that I was in, and this

Wendy Leggett:

was about five or so years ago, was as a leader of these number

Wendy Leggett:

of franchises. Loved the work. We were doing amazing things,

Wendy Leggett:

very creative, which is a part of what I enjoy, too. But they

Wendy Leggett:

decided to sell the business and in for in hindsight, good on

Wendy Leggett:

them, because we were at the height of the business, so but

Wendy Leggett:

that, that unfortunate part is. That the new owner had a very

Wendy Leggett:

different philosophy in facing the market and how he worked

Wendy Leggett:

with the team members. And so I really tried to work with that.

Wendy Leggett:

But, and maybe you've been in this position too, that when

Wendy Leggett:

you're carrying forward someone else's values, to be able to to

Wendy Leggett:

say that to clients, or say that to your your the folks that are

Wendy Leggett:

working for you, it feels so bad, I mean, and I kept trying,

Wendy Leggett:

but I just could not, I just could not continue to carry the

Wendy Leggett:

message. So I'm fortunate in a way that that happened, because

Wendy Leggett:

I think had it not, I would have just continued on. I think that

Wendy Leggett:

at that moment, I was at that crossroads, okay, do I find a

Wendy Leggett:

new position or what. And it was really, then I really started

Wendy Leggett:

thinking, you know, the thing that I love is bringing myself

Wendy Leggett:

forward, making those connections, making life better

Wendy Leggett:

for people. And so why not bring myself forward? So I researched

Wendy Leggett:

things. I discovered the world of coaching, which I didn't even

Wendy Leggett:

know existed. You know, we were, yeah, and so, and, you know, I

Wendy Leggett:

guess I'd work with coaches, but in a very niche way, like in

Wendy Leggett:

presentations, or in, you know, facing the market or whatever.

Wendy Leggett:

But so I went back to school. I am now have, I went to an

Wendy Leggett:

international coaching Federation accredited school, so

Wendy Leggett:

I now have my professional sort of certification as a coach. And

Wendy Leggett:

so then that leads to, okay, but why retirement? So I was, you

Wendy Leggett:

know, they say, teach, what your coach, what, you know? So I

Wendy Leggett:

started as a business coach, but what I was finding Jennifer is

Wendy Leggett:

it still stayed very transactional. You know, it was

Wendy Leggett:

really about helping elevate people's capabilities. It was

Wendy Leggett:

really about the strategies, but it wasn't getting at the soul.

Wendy Leggett:

It wasn't getting at that deeper piece. And I felt that I really

Wendy Leggett:

want to make a difference, which I define as that transformation.

Wendy Leggett:

So what I was observing, though, is, again, in this demographic,

Wendy Leggett:

baby boomers, that are the ones that are tending to be retiring.

Wendy Leggett:

Those that were born in 1946 to 1964 or 65 I was seeing, what

Wendy Leggett:

we've talked about is that, you know, they've stepped into this

Wendy Leggett:

retirement undefined and then unclear. And, as one client

Wendy Leggett:

said, lost in the desert, you know, and just trying to do what

Wendy Leggett:

they think is successful by having travel and leisure, maybe

Wendy Leggett:

a little volunteering, sprinkle up with grandkids and taking

Wendy Leggett:

care of them, if that's the case, but just not really having

Wendy Leggett:

their own vision and not taking control. I call it a retirement

Wendy Leggett:

by design, not default and so. So then I discovered, you know,

Wendy Leggett:

isn't it so fun? You and I discovered coaching. Then I

Wendy Leggett:

discovered there's this whole world around retirement

Wendy Leggett:

coaching, so I was able to go back and get several

Wendy Leggett:

certifications and that become a member of that community. And

Wendy Leggett:

that's, that's what I've been Springboarding off. And I do

Wendy Leggett:

want to express that this is just so important to me. It's,

Wendy Leggett:

it's very gratifying work, because in our demographic, we

Wendy Leggett:

weren't raised with positive psychology. We weren't raised

Wendy Leggett:

with those ideas that emotions or flags to something deeper,

Wendy Leggett:

and they're they're telling us we need to look at something

Wendy Leggett:

more closely. And so I think that a lot of the people that I

Wendy Leggett:

work with, who I know, also looked at no pain, no gain power

Wendy Leggett:

through be highly productive. If you've got some feelings about

Wendy Leggett:

things. You put it to the side, or you push it down, because

Wendy Leggett:

that's inefficient. And so I'm really able to help open that

Wendy Leggett:

door for people and let them step into something that's

Wendy Leggett:

deeper, not in a way that, you know, sometimes people think,

Wendy Leggett:

Oh, that's so, you know, it's so nebulous, or it's a woo out

Wendy Leggett:

there. So it's not that. It's just really key into who they

Wendy Leggett:

are, what's important to them, and how can we move forward in

Wendy Leggett:

that direction?

Jennifer Takagi:

Well, we've had a very similar path, because I

Jennifer Takagi:

worked for the federal government, and most training

Jennifer Takagi:

was how to do something not like personal development, which

Jennifer Takagi:

there's this misconception that personal development is airy

Jennifer Takagi:

fairy, whatever, but in actuality, you elevate the

Jennifer Takagi:

person and their work is going to elevate like it's a direct

Jennifer Takagi:

connection, and there's lots of research about that. But I also

Jennifer Takagi:

did leadership training as my first foray into retirement and

Jennifer Takagi:

entrepreneurship and and then you just keep making shifts and

Jennifer Takagi:

turns, and then you finally land where it's like, this feels this

Jennifer Takagi:

is it. This feels good the people who do the business

Jennifer Takagi:

coaching, I mean, good for you. We need you, and without you, I

Jennifer Takagi:

wouldn't be here. But when it no longer serves you to be teaching

Jennifer Takagi:

and training in that you know, it's time to to address

Jennifer Takagi:

something else and move a little different path. So I love this,

Jennifer Takagi:

and I love that you're providing a platform and a place for

Jennifer Takagi:

people to go and learn and do more. I I've been. Teased

Jennifer Takagi:

somewhat. You might have experienced this too with, I'm

Jennifer Takagi:

just exhausted watching you. You're supposed to be retired.

Jennifer Takagi:

And it was like, it, you know, fills me up. I'm very happy

Wendy Leggett:

to Yes, yeah. Well, I think, I think, as

Wendy Leggett:

social creatures, we want things to make sense, you know, we

Wendy Leggett:

want, we want this cohesiveness, this herd, this tribe, and so

Wendy Leggett:

people tend to want to put us into a box. And I think that

Wendy Leggett:

awareness that you know that no judgment there. You're good

Wendy Leggett:

where you are, but an awareness that I don't want to be in that

Wendy Leggett:

box, that that label doesn't fit me. And so So I think that's

Wendy Leggett:

important. I wonder too, since we're discovering that we both

Wendy Leggett:

found this world of coaching, and I think your listeners might

Wendy Leggett:

benefit from this too. Did you find the world of Positive

Wendy Leggett:

Intelligence or anything like that? Because I'm a certified

Wendy Leggett:

Positive Intelligence coach, and that idea that we have these

Wendy Leggett:

negative emotions, and so by catching them, they're called

Wendy Leggett:

saboteurs in Sherzad work, catching them and then allowing

Wendy Leggett:

ourselves to really define, okay, what's coming up for me,

Wendy Leggett:

give ourselves a little brain, breathe there a little space and

Wendy Leggett:

grace, and then move into a more positive stance, what he calls

Wendy Leggett:

sage. That's been a springboard for me with my work with clients

Wendy Leggett:

too, because, as I mentioned earlier, not brought up with

Wendy Leggett:

positive psychology. For most I'm not really keyed into

Wendy Leggett:

emotions. This becomes, then a pathway to that. And so I do

Wendy Leggett:

feel strongly that a lot of times, people have an awareness

Wendy Leggett:

that something's not quite right, but then they need the

Wendy Leggett:

tools and they need that guidance. And so I think that

Wendy Leggett:

that's that full package that I provide. So I

Jennifer Takagi:

love that, and I had a girlfriend reach out to

Jennifer Takagi:

me one time, and she's just in the last couple years, and she

Jennifer Takagi:

said, Hey, can you be a part of this session? And I was like,

Jennifer Takagi:

Yeah. I didn't even know what it was, but I a young man was

Jennifer Takagi:

getting his certification in. I froze up for a sec. A young man

Jennifer Takagi:

was getting his certification in that PQ Positive Intelligence

Jennifer Takagi:

Program, and so he needed people in his beta group to do his

Jennifer Takagi:

stuff. And I often need people in mind, because those of you

Jennifer Takagi:

been listening to me a while, I've got a lot of certification,

Jennifer Takagi:

so I need people. And I was like, Yeah, I would love to that

Jennifer Takagi:

sounds great. And so just for the listeners, as simple, like,

Jennifer Takagi:

without going into any detail, one of the things is we just let

Jennifer Takagi:

our you know. First you have an emotion, something happens. You

Jennifer Takagi:

have an emotion, yeah? But then if you add meaning to it, then

Jennifer Takagi:

you create a feeling which lasts much longer. And then if you're

Jennifer Takagi:

feeling last long enough, you get into a mood that can last a

Jennifer Takagi:

long time. And the question is, is any of it serving you?

Jennifer Takagi:

Sometimes it is. Sometimes it's not. But if something happens

Jennifer Takagi:

and you have that emotion, and you're instantly triggered with

Jennifer Takagi:

this, I'm going to say negative emotion, not happiness and joy,

Jennifer Takagi:

but typically not, yes, if you can just very gently rub your

Jennifer Takagi:

thumb and is it your index finger? Does it matter which

Jennifer Takagi:

finger? Is it your ring finger? Your middle finger? Yeah,

Wendy Leggett:

I think whatever I mean, I it, he always showed

Wendy Leggett:

it this way, but, yeah, that's doing a PQ, right? That you're

Wendy Leggett:

feeling the ridges of your fingertips, and you just give it

Wendy Leggett:

the that total focus. And what is so gently, yes, so gently,

Wendy Leggett:

yeah. But when we put total focus on that, it clears out the

Wendy Leggett:

clutter in our brain. It just gives us a chance to just quiet

Wendy Leggett:

the noise. And I think that's what you're talking about, is

Wendy Leggett:

that otherwise those negative or difficult emotions move then

Wendy Leggett:

into these feelings become cemented, can ruminate, so we

Wendy Leggett:

just just break that cycle

Jennifer Takagi:

and break it quickly. And I shared this with

Jennifer Takagi:

my nieces at the time. We had, I think, one in high school and

Jennifer Takagi:

two in college, and now we got two in college and one out of

Jennifer Takagi:

college. So, and I'm over there a lot, but I shared that with

Jennifer Takagi:

them, and one of them that was out of college at this point

Jennifer Takagi:

said I was at a meeting, and they said something that was

Jennifer Takagi:

really bothersome, triggering whatever word irritated her, and

Jennifer Takagi:

she goes, and I sat there under the table and very gently rub my

Jennifer Takagi:

fingers together, and Just was feeling those ridges, and I

Jennifer Takagi:

calmed right down. It was like, yeah, it works. Sometimes the

Jennifer Takagi:

simplest things can have the the greatest impact. So

Wendy Leggett:

yeah, I think we connect, like in her case and in

Wendy Leggett:

mine. And you know what we're saying is that you connect that

Wendy Leggett:

rubbing those fingertips with this sense of calm, and then

Wendy Leggett:

move into that laser focus. It just allows, it just allows us

Wendy Leggett:

to not keep our hand on the hot stove. Is what we can move it

Wendy Leggett:

quickly.

Jennifer Takagi:

Yeah, we can move it quickly. Man, Wendy,

Jennifer Takagi:

this has been great. There are so many people that are going to

Jennifer Takagi:

benefit from the work that you're doing on helping navigate

Jennifer Takagi:

this path of. Retirement. I know you have a free gift, but in

Jennifer Takagi:

general, can you give us a little glimpse into how you work

Jennifer Takagi:

with people? Do you work one on one? Do you have group like,

Jennifer Takagi:

what's that look like? Yeah,

Wendy Leggett:

I do work one on one. I found that it's so

Wendy Leggett:

individualized that, in my case, that just feels like that allows

Wendy Leggett:

people to really voice, really excavate what's going on for

Wendy Leggett:

them, and then allows them to then move forward. So I do have

Wendy Leggett:

a four session package. I have a four month package, and

Wendy Leggett:

anything, you know, in between, but those are the two kind of

Wendy Leggett:

hallmarks of my program. And then it's just really whatever

Wendy Leggett:

is going to meet people's needs. But I, I do tend to really find

Wendy Leggett:

the most value in the one on one. So

Jennifer Takagi:

oh my gosh, I love that. And we will have the

Jennifer Takagi:

link in the show notes so people can get your free gift that they

Jennifer Takagi:

can start mapping out their roadmap. That's what it is,

Jennifer Takagi:

right?

Wendy Leggett:

Yeah? Like, yes, yeah, roadmap to retirement and

Wendy Leggett:

beginning that, and then in the when you download it. And I hope

Wendy Leggett:

everybody does, because I like it, and I think that you will

Wendy Leggett:

too listeners, then I do invite you to a discovery call, so a

Wendy Leggett:

free, one hour coaching session. And what you can do is you work

Wendy Leggett:

through that workbook, and then connect with me, and we can go

Wendy Leggett:

over your findings in it. We can go over what other obstacles,

Wendy Leggett:

opportunities you have. But I think, and I think this is a

Wendy Leggett:

message you carry forward to Jennifer, is that that idea of

Wendy Leggett:

hope without action remains hope. You know, we were bringing

Wendy Leggett:

you some ideas here today. Hopefully you've heightened your

Wendy Leggett:

awareness and you have some insights. But if we don't take

Wendy Leggett:

those insights and put them into action, then they just kind of

Wendy Leggett:

sit on the shelf and they don't, it was like, Oh, that was so

Wendy Leggett:

interesting that it doesn't really take us forward. And

Wendy Leggett:

that's what we're about, right? Is making that difference?

Jennifer Takagi:

Oh my gosh, I love this so much. So people

Jennifer Takagi:

typically listen to podcasts. Listeners out there, you're

Jennifer Takagi:

listening on your phone, and I just want you to say you can

Jennifer Takagi:

just scroll down to the show notes, click the link, there's a

Jennifer Takagi:

link there, so you don't even have to leave your platform to

Jennifer Takagi:

get to the roadmap. This has been awesome. Wendy, do you have

Jennifer Takagi:

any final words for our audience?

Wendy Leggett:

I mentioned earlier this idea of a

Wendy Leggett:

retirement by design, not default, and that this is your

Wendy Leggett:

time. And so rather than allowing family, friends, the

Wendy Leggett:

media, the world out there to design it for you, really take

Wendy Leggett:

that charge and really step into this is a wonderful this is such

Wendy Leggett:

a unique, wonderful, different experience, make the most of it.

Jennifer Takagi:

Ah, that is awesome. Retirement by design. I

Jennifer Takagi:

love it. Wendy, thank you so much for your insights and

Jennifer Takagi:

sharing your time with us today.

Wendy Leggett:

Oh, it's really enjoyable. I love your energy

Wendy Leggett:

always, and I'm a avid listener, and so thank you so much for the

Wendy Leggett:

time as well. Ah,

Jennifer Takagi:

thank you. I love that. So if you're

Jennifer Takagi:

listening, you know, hit, subscribe, follow, whatever the

Jennifer Takagi:

buttons all are, do all those things. I'm Jennifer Takagi with

Jennifer Takagi:

destin for success, and I look forward to connecting with you

Jennifer Takagi:

soon on the stop.

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About the Podcast

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Destined For Success
Destined For Success With Jennifer Takagi

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About your host

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Jennifer Takagi


I am Jennifer Takagi, an Executive Leadership + Communication Coach who teaches leaders how to play well at work so they can drive better performance from people they lead, increase profitability and create a purposeful workplace where people want to come and play—productively.