Marty Whalen

Act Three

Episode Summary:

In this episode, I interviewed Marty Whalen, former CEO of a family-owned office solutions business that was sold to Xerox in 2012. After the sale, Marty participated in Notre Dame's Inspired Leadership Initiative to help plan the next chapter of his life. He is now semi-retired, splitting time between Indiana and Montana. Marty is also the co-founder of Crossroads Solar, a solar panel company that employs formerly incarcerated individuals.

Key Topics Covered:

- Running a multi-generational family business - Preparing for retirement and business exit strategy - Finding purpose and meaning in retirement - Programs like Notre Dame's Inspired Leadership Initiative - How to make career transitions in retirement - Hiring and providing second chances for formerly incarcerated - Balancing retirement with purpose-driven work

Book Recommendations from Marty:

"The Year of Yes" by Shonda Rhimes

"From Strength to Strength" by Arthur C. Brooks

Marty's Company:

Crossroads Solar

This podcast is sponsored by Good Morning Freedom, my retirement coaching firm. I help executives and professionals plan the non-financial part of their retirement, like how to discover new purpose and how you want to spend your time. I offer a 1:1 coaching retirement blueprint package where we work together to discover some new avenues of exploration for your Act Three. This coaching is completely custom and will provide you with a ton of resources and support as you transition to this new stage of life. For all the details, please go to goodmorningfreedom.com/services.

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