The Best Time of Life - A positive reframing of retirement with Chris Battaglia & Jeremy Cooper
Release Date: 11/11/2019
Collective Retirement Plans
Life Two
We end our pilot series with a conversation between Don Ezra and Common Wealth's founding partners Alex Mazer and Jonathan Weisstub, who share how they've put to work some of the ideas discussed on the show. Common Wealth is a Toronto-based firm that has advised pension organizations with collective assets exceeding $800 billion, as well as unions, associations, and governments, on issues of strategy, governance, regulation, and the design and implementation of retirement plans, products, and institutions.
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The Plan Sponsor
Life Two
One voice we haven’t heard yet in our podcast series is that of the plan sponsor. What are the challenges companies are facing as they help their employees improve their retirement incomes? Cindy Deere (General Manager, U.S. Pension Plans, Shell) shares insights on how a major employer leading in global pensions provides support to about 60,000 participants.
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Innovative Solutions to Retirement Security Challenges
Life Two
So far we have learned about the many challenges within the retirement field, both personal and collective. Now we hear from two acknowledged leaders who observe the global scene, each also with much hands-on experience in creating innovative practices. Ida Rademacher (Vice President, The Aspen Institute) and Will Sandbrook (Executive Director, NEST Insight) discuss their transatlantic collaboration and tell us what they see in the future to improve retirement security. Recorded in the summer of 2019.
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Stage 5: Life Two (in retirement) with Moshe Milevsky
Life Two
Save, save, save – that's the retirement mantra. But then do you know how to draw down from your pot of money so that you can enjoy Life Two? Relatively little attention has been devoted to this logical conclusion, also known as decumulation. We sit down with one of the world's pioneers in this field, Moshe Milevsky (finance professor at York University), describing the sensible and the less than sensible practices he has encountered. This interview was recorded in the summer of 2019.
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Stage 4: Transition (first 3 years of retirement) with Jon Glass
Life Two
People seek out life coaches when they're trying to achieve more fulfillment or pursue a new career, so why not have a life coach to help with the challenging life transition of retirement? You don't have to do it alone – setting goals and figuring out how to structure your life for greater satisfaction. We explore how Life Two coaching works and its benefits, both psychological and financial, with retirement coach Jon Glass of 64 PLUS. Later on the show, Don Ezra shares his own experience.
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Stage 3: Get set (5 years approaching retirement) with Ernie Zelinski
Life Two
It's time to get in touch with our feelings because as we all know, money is deeply tied to our emotions. How does one psychologically prepare for retirement? One of the scariest aspects is how you find a sense of purpose in Life Two, how you’ll fill your time, and how you’ll coordinate activities with your partner. International best-selling author Ernie Zelinski ("How to Retire Happy, Wild, and Free") tells us how to make plans that transform your mindset from fear to eager anticipation.
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Stage 2: Get serious (20 to 5 years before retirement) with Fred Vettese
Life Two
How much do I need to save for a comfortable retirement? It's the million dollar question – maybe even a bit more. It depends on a number of factors, making it all the more overwhelming for individuals to tackle retirement saving. We speak to author Fred Vettese (former chief actuary at Morneau Shepell) who has researched and written about what people can do. And later on the show, we discuss getting serious and building your financial base for a good Life Two.
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Stage 1: Get started (20 years before retirement) with David John
Life Two
Just the thought of retirement planning can be daunting for many, so getting started is often the hardest step. Individuals not only have to overcome financial issues, but also psychological barriers. David John (Senior Strategic Policy Advisor, AARP Public Policy Institute) describes the challenges people face and the approaches for a successful retirement. Later in the show, we take you through the first stage of retirement planning, identifying the minimum, successful and exceptional standards.
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The Retirement Life Cycle – The financial stages in planning for Life Two with Jonathan Clements
Life Two
Retirement, or what we call Life Two, is one of life’s biggest expenses, and with people working and living longer, traditional retirement planning is becoming more costly and complicated. Jonathan Clements (former personal finance columnist for The Wall Street Journal) draws on his experience and observations to tell us what goes into a good retirement plan, and later in the show, we break down an individual's five financial stages and determine where you are in your retirement planning.
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The Best Time of Life - A positive reframing of retirement with Chris Battaglia & Jeremy Cooper
Life Two
What does it mean to retire in the 21st century? We speak to Chris Battaglia (VP/Group Publisher, Pensions & Investments) and Jeremy Cooper (Chairman, Retirement Income, Challenger Limited) about what needs to be fixed and which countries are doing retirement right. Later in the show we explain why retirement, or what we call Life Two, is potentially the peak time of life: the most enjoyable and the most rewarding.
info_outlineWhat does it mean to retire in the 21st century? Pensions and a full-stop retirement are becoming things of the past, and global retirement systems are struggling to keep up with the changing trends. We speak to Chris Battaglia (VP/Group Publisher, Pensions & Investments) and Jeremy Cooper (Chairman, Retirement Income, Challenger Limited) about what needs to be fixed and which countries are doing retirement right. Even as individuals are increasingly left to manage their own financial future, later in the show we explain why retirement, or what we call Life Two, is potentially the peak time of life: the most enjoyable and the most rewarding.