"Unretired" & Inspired - A Retirement Planning Podcast
Whether you call it: Retirement, re-wirement, re-tryment, your encore, second act, or next chapter; the point is: retirement no longer has a clear definition. The traditional view of retirement is outdated and new frameworks for managing our money and time are needed. Welcome to 8000 days. A podcast where together we discuss retirement; what's working, what's not , and what changes are needed for us to achieve the most robust retirement possible. Join Caleb Miller and Riley Anderson of InvestorDNA to help you plan for retirement, work with a Financial Advisor, find purpose after retiring, and many more retirement planning tips along the way. Be sure to rate and subscribe to Awe-Inspired and Retired on Apple Podcasts, Spotify, or wherever you listen for new episodes every week. https://investordna.ca/
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108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options
04/15/2024
108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options
Formerly “Awe-Inspired and Retired”. Welcome to 8000 days. Caleb and Riley are joined by Michelle Oram who has plans to retire in the next 3 months. Having been employed with the same employer for 23 years, this is going to be a big change. Learn more about: Practical advice on tax-efficient strategies for transferring wealth to the next generation, balancing legacy with personal fulfillment. The value of continuing personal growth and exploration in preparing for retirement, from pursuing passions to discovering new interests. The importance of staying engaged and relevant in your career, and how this mindset impacts your transition into retirement. Resources: To take the giving while living vs giving at death quiz, email Hosted by Caleb Miller and Riley Anderson of
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107: “I can't flip the switch from saving to spending” - Michelle's retirement spending dilemma
04/01/2024
107: “I can't flip the switch from saving to spending” - Michelle's retirement spending dilemma
Formerly “Awe-Inspired and Retired”. Welcome to 8000 days. Caleb and Riley are joined by recent retiree Michelle Lennox. Michelle recently retired, but it may not appear that way. She is still working and earning an income, she volunteers on boards, works with start-up founders and runs marathons. It’s possible she is more busy now than while working FT. Speaking with Michelle now, you would think she mastered retirement on her first try, leaving behind her full-time corporate position, without any hiccups or challenges along the way. Unfortunately that wasn’t the case. Today we get to hear directly from Michelle on how she is navigating her own retirement; from the highs and lows, the challenges, the surprises, to the lessons learned along the way. Learn more about: How retirement offers a unique chance to rediscover old passions and explore new hobbies, enriching your life beyond work. Advice from a recent retiree on making the most out of retirement, including how to plan for the future with optimism and purpose. How to unwind decades of accumulation thinking to instead have a decumulation mindset so you can spend freely without compromising financial security. Resources: Research Paper: Guaranteed Income: A License to Spend: To take the Maximizer vs Satisficer quiz, email Hosted by Caleb Miller and Riley Anderson of
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106: Goodbye ‘Awe-Inspired’! Join the ‘8000 Days’ Journey
03/25/2024
106: Goodbye ‘Awe-Inspired’! Join the ‘8000 Days’ Journey
Join Caleb and Riley for episode one of the newly named 8000 days podcast. Resources: Email Caleb: Text Riley: 403-393-8237 Hosted by Caleb Miller and Riley Anderson of
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105: Dr. Christina Pierpaoli Parker: From night owls to early birds - Mastering sleep in retirement
03/18/2024
105: Dr. Christina Pierpaoli Parker: From night owls to early birds - Mastering sleep in retirement
Caleb and Riley are joined by Dr. Christina Pierpaoli Parker, PhD, a Board-certified Clinical Psychologist and Director of the Integrated Behavioral Medicine Service at the University of Alabama Birmingham (UAB) specializing in adult and geriatric behavioral medicine. Christina’s thoughts have been featured in The New York Times, Washington Post CNN, and CNBC. She writes a blog called Eng(aging) for Psychology Today, which translates clinical science about aging and health into practical takeaways for optimizing physical and psychological wellness. In this episode we dive deep in the science of sleep and how optimize your sleep in retirement. Learn more about: How to optimize your health and wellness with specific strategies for sleep, movement and relationships. How a renowned clinical psychologist specializing in adult and geriatric behavioral medicine defines a successful retirement and tips on aging gracefully The physiological factors that predict a successful retirement Resources: Website: Instagram: Hosted by Caleb Miller and Riley Anderson of
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104: Theoren Fleury: Calgary Flame NHL Legend - Recovering from Hockey
03/11/2024
104: Theoren Fleury: Calgary Flame NHL Legend - Recovering from Hockey
Caleb and Riley are joined by Theoren Fleury, Canadian former professional hockey player, author and motivational speaker. Theo was drafted by the Flames at the , and played over in the NHL between 1989 and 2003. Theo is not known not just for his electrifying career in the NHL though, but also for his courageous journey off the ice. Theo has turned his personal battles with trauma, addiction, and recovery into a powerful message of resilience and leadership. Through his motivational speaking and work with Fleury Enterprises, he inspires others to find their voice, embrace vulnerability, and take action towards healing and empowerment. Today, Theo joins us to share his insights on overcoming life's challenges, the importance of self-leadership in retirement, and how to live a life filled with purpose and passion. Learn more about: The untold stories of Fleury's life, revealing the complexities of identity and resilience beyond the ice rink. The emotional and financial preparation required for a successful transition from a professional sports career to retirement. The impact of sharing personal stories on healing and empowerment, both for the storyteller and their audience. Fleury's unique perspective on achieving fulfillment in life after professional sports, offering valuable lessons for those seeking purpose in retirement. Resources: Book: Playing With Fire on Amazon: Website: Hosted by Caleb Miller and Riley Anderson of
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103: Moira Welsh: Author of “Your Happily Ever Older” and Navigating a Super-Aged Future
03/04/2024
103: Moira Welsh: Author of “Your Happily Ever Older” and Navigating a Super-Aged Future
Caleb and Riley are joined by Moira Welsh, Journalist at the Toronto Star and author of Happily Ever Older. Moira Welsh is a Toronto Star journalist leading The Third Act project, pushing for changes in the way older adults live. The winner of two Canadian Association of Journalists Awards and three National Newspaper Awards, she is also the author of “Happily Ever Older: Revolutionary Approaches to Long-Term Care.” Learn more about: Groundbreaking solutions being created and tested for vibrant retirement living that defy conventional norms. How to navigate the challenges of aging in a rapidly changing world, and find inspiration for your own retirement journey. Insights into the pressing issues facing older adults and explore actionable steps to shape a brighter future for seniors. Why Canada's demographic shift to a "super-aged" country demands innovative approaches to healthcare and long-term care. Resources: Moira on: : Book: . Hosted by Caleb Miller and Riley Anderson of
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102: Mary Morency: Four ‘must know’ pillars for a flourishing retirement
02/26/2024
102: Mary Morency: Four ‘must know’ pillars for a flourishing retirement
Caleb and Riley are joined by Mary Morency a Retirement coach and co-author of “Rethinking Retirement”. Mary, is a ”retired” Human Resources and Organizational Development leader with over 30 years of experience, Mary has always been passionate about developing human talent and facilitating change within organizations and with individuals. She views her Retirement Coaching practice as a continuation of a lifelong passion for helping people develop their potential. She is convinced that in retirement, ”the best is yet to be!'' Mary works with her colleague, Jeannette Lalonde, Jeannette Lalonde, who could not join us today, and together they co-authored the book “Rethinking Retirement”. Based in Montreal, Mary and Jeannette are helping individuals prepare for a balanced lifestyle, remain positive, and flourish during their retirement years. Learn more about: The stages of transition into retirement and how to navigate the challenges and opportunities of each phase. Insights into the four key areas crucial for a flourishing retirement: contribution, well-being, connection, and purpose, as outlined by experienced retirement coaches. Personal stories of transition from successful careers to retirement coaching, providing real-life examples of adapting to change. Resources: Website: Book: Hosted by Caleb Miller and Riley Anderson of
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101: Mardi Tindal: Reinventing Retirement through Co-Living
02/19/2024
101: Mardi Tindal: Reinventing Retirement through Co-Living
Caleb and Riley are joined by Mardi Tindal, a writer, adult educator and who we might say has become an expert on the topic of coliving. Mardi joined forces with friends, to create their own coliving community. After many years of wading through legal options, creating legal documents, real-estate viewings and architectural drawings, they’ve now created a really amazing coliving arrangement on a beautiful Lakeside property. Mardi is known for her leadership locally, nationally and internationally, as a faith leader active in UN Climate negotiations from Copenhagen (2009) to Paris (2015), and has been described by Canada’s largest circulation newspaper as “a compelling voice”. Learn more about: The real-world process of establishing a coliving community. How coliving redefines retirement with shared experiences and its suitability for different lifestyles. Practical tips for a fulfilling retirement Resources: Mardi on LinkedIn: Center for Courage & Renewal: Oakville Coliving: Hosted by Caleb Miller and Riley Anderson of
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100: Leigh Vanderloo, PhD: The science behind active aging and the 150-minute rule
02/12/2024
100: Leigh Vanderloo, PhD: The science behind active aging and the 150-minute rule
Caleb and Riley are joined by Dr. Leigh Vanderloo, Scientific Director at ParticipACTION. Dr. Vanderloo received her PhD in Health Promotion from the University of Western Ontario in 2016. Her area of research focuses on the objective measurement of physical activity and sedentary time, and how these behavior's impact physical, mental, and social well-being. Learn more about: The science behind why physical activity becomes even more crucial as you age, beyond just weight management. The national guidelines for physical activity and the surprising amount of Canadians meeting the standard. Discover the types and amounts of physical activity that are most beneficial for older adults and learn about real-world activities that are not only good for your health but also enjoyable. Resources: Hosted by Caleb Miller and Riley Anderson of
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99: John Kralik: 365 Days of Thanks – Lessons in Gratitude and Retirement
02/05/2024
99: John Kralik: 365 Days of Thanks – Lessons in Gratitude and Retirement
Caleb and Riley are joined by John Kralik, author of "365 Thank Yous, the Year a Simple Act of Daily Gratitude Changed My Life". The book that tells the story of how John wrote 365 thank-you notes to people he encountered in his everyday life over the course of a year. John was born in Cleveland, Ohio, and attended the University of Michigan, from which he received a B.A. (1975) and then a J.D. (1979). After that, John practiced law in Los Angeles for 30 years. In September 2009, John was appointed by Governor Schwarzenegger to be a Judge of the Los Angeles Superior Court. In this episode we are going to discover this intersection between gratitude and retirement, and how living life in this way, can shape a fulfilling post-career life for you. Learn more about: The transformative power of simple acts, and how writing just one thank-you note a day can profoundly change your life. The art of expressing gratitude through thank-you notes and what distinguishes a heartfelt message from a generic one. The profound intersection of gratitude and retirement, and how these two concepts can shape a fulfilling post-career life. Resources: John Kralik’s website: John Kralik on Amazon: Hosted by Caleb Miller and Riley Anderson of
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98: Nan Ives & Lisa Stornaielo: The Art of reTRYment and Finding Purpose Again.
01/29/2024
98: Nan Ives & Lisa Stornaielo: The Art of reTRYment and Finding Purpose Again.
Caleb and Riley are joined by Nan Ives and Lisa Stornaielo, of “The Future of You”, an organization with a mission to help individuals discover their ultimate life in retirement. Today we are going to make the case as to why you probably need to adopt a framework to help you figure out what your life in retirement will look like. Lisa and Nan are former financial services professionals who, upon taking early retirement, recognized the need for a holistic approach to retirement planning. While many services focus solely on finances, they saw retirement as an opportunity to rebalance not just portfolios, but also lives. Using design thinking, a methodology centered on understanding real users' needs, they immersed themselves in the pre-retiree experience, gathering insights from over 50 individuals. Combining this with their background in leadership development and career coaching, they've crafted a roadmap aimed at helping retirees find a fulfilling balance of work, leisure, and purpose. Learn more about: How design thinking can revolutionize your perspective on retirement, ensuring it's more than just financial stability. How retirees can recapture a powerful sense of purpose and direction in their post-professional lives. The benefits and potential pitfalls of 'reTRYment' and the importance of diversifying your passions and interests. Resources: Website: Contact Nan: Hosted by Caleb Miller and Riley Anderson of
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97: Dena Silverberg: The Power of Social Prescribing in Retirement Wellness
01/22/2024
97: Dena Silverberg: The Power of Social Prescribing in Retirement Wellness
Caleb and Riley are joined by Dena Silverberg for a deep dive into world of social prescribing and senior wellness. In this episode Dena is going to help us really define this idea for us today, and even the role it can play in finding fulfillment, connection and ultimately living life more richly. Our ultimate goal for you in today’s episode, is to help you to uncover a new pathway for your retirement, one that gives you a more connected and engaged life as an older adult. Prior to joining OACAO, Dena was the Vice President of Health and Wellness at Better Living Health and Community Services and worked there for 22 years overseeing various departments including Senior Active Living Centers, Adult Day Programs, Exercise and Falls Programming, Social Work Services, Volunteer Services and Hospice and Palliative Care Services. Learn more about: The profound effects of social engagement on seniors, and the real-world difference between having it and lacking it. The optimal age and ways to benefit from Senior Active Living Centers for a richer, socially connected retirement. Insights into where social prescribing is headed, its impact, and the challenges it faces. Resources: Contact Dena: Hosted by Caleb Miller and Riley Anderson of
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96: Corey Mackenzie, PH.D: Debunking Myths of Mental Health in Aging
01/15/2024
96: Corey Mackenzie, PH.D: Debunking Myths of Mental Health in Aging
Caleb and Riley are joined by Corey Mackenzie from the Centre on Aging at the University of Manitoba. Corey is a Professor and Director of Clinical Training in the Department of Psychology, Adjunct Professor in Psychiatry, and a Research Affiliate with the Centre on Aging at the University of Manitoba. He received his Ph.D. in Clinical Psychology from Queen’s University and completed his predoctoral internship at Baycrest in Toronto. He is a registered Clinical Psychologist with the Psychological Association of Manitoba. Together with his collaborators and students, Corey has published 78 articles in peer-reviewed journals and 11 book chapters. He is a member of the Editorial Board for the journal Aging & Mental Health and has received numerous awards for his research and teaching. Learn more about: The myths and misconceptions surrounding mental health and aging with expert insights from Professor Corey Mackenzie. Actionable strategies for supporting yourself or your aging parents facing mental health challenges. The most pressing concerns in the realm of mental health research and potential breakthroughs being sought after by researchers. Resources: Corey on LinkedIn: Hosted by Caleb Miller and Riley Anderson of
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95: Christene Gordon: Demystifying Dementia - Stories, Strategies, and Societal Support
01/08/2024
95: Christene Gordon: Demystifying Dementia - Stories, Strategies, and Societal Support
Caleb and Riley are joined by Christine Gordon, Executive Director at the Alzheimer's Society. Christene has been with the Alzheimer's Society in various roles for over 30 years delivering consistent, person-centered programs and partnerships. Unfortunately, experiencing a form of Dementia is common, and can often emerge as we progress in our retirements. The annual cost of dementia to the Canadian economy and healthcare system is over 10 Billion dollars, and it’s affecting over half a million people in Canada alone. So we all need to have compassion. And to borrow a quote I came across “Those with dementia are still people and they still have stories and they still have character and they are all individuals and they are all unique. And they just need to be interacted with on a human level”. The goal of todays episode is to help teach us all about what dementia truly is, and the ways in which we can create and access support for it as a community. Learn more about: The mysteries of dementia and Alzheimer's, exploring its stages, risk factors, and the human experiences behind it. Common misconceptions and uncover the unseen realities faced by those living with dementia. How to best support and empower people with dementia within your community and daily life. The most effective tools, apps, and partners available for care and support. Christene's personal insights on retirement and dementia, offering a unique perspective on how to prepare for a meaningful future.. Resources: Hosted by Caleb Miller and Riley Anderson of
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94: Cynthia Covey Haller: Living Life in Crescendo - The 'R' Word Redefined
01/01/2024
94: Cynthia Covey Haller: Living Life in Crescendo - The 'R' Word Redefined
Caleb and Riley are joined by Cynthia Covey Haller, co-author of Live Life in Crescendo. Cynthia is an author, teacher, speaker, and active community member. She has contributed to the writing of several books, two with her brother Sean, and most recently she co-authored her late father, Stephen Covey’s ‘last big idea’ and final book titled: “Live Life in Crescendo”. Learn more about: Why Cynthia Covey Haller believes your most important work is always ahead of you, and how this mindset can revolutionize your approach to life and retirement. The transformative power of service in retirement, with inspiring stories of individuals who found renewed purpose through helping others in their later years. The profound importance of valuing relationships over material things, including practical tips on how to continually prioritize people over possessions for a richer, more fulfilling life. Resources: Hosted by Caleb Miller and Riley Anderson of
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93: Fritz Gilbert: The Retirement Manifesto - Navigating Blind Spots and Commandments in Retirement
12/25/2023
93: Fritz Gilbert: The Retirement Manifesto - Navigating Blind Spots and Commandments in Retirement
Caleb and Riley are joined by Fritz Gilbert, the producer of the award winning blog, The Retirement Manifesto. His mission is to Help People Achieve a Great Retirement. On the blog he provides practical financial independent and retirement planning guidance for people within ten years of retirement.... Fritz has thought about retirement, a lot! He has been thinking and writing about retirement while he was preparing for, transitioning into and now living in retirement! His 400+ articles are full of wisdom and in this episode we dig deeper into some of his biggest learnings. Learn more about: The 90/10 Rule: Discover the surprising mindset shift that Fritz experienced post-retirement. Fritz's Ultimate Pre-Retirement Checklist and how to navigate your pre-retirement years. Avoiding retirement pitfalls and uncover common "retirement blind spots" and how to sidestep them. Fritz's "10 Commandments of Retirement" for a fulfilling and purposeful retirement life. Resources: Blog post: Blog Post: Blog Post: Hosted by Caleb Miller and Riley Anderson of
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92: Dr. Riley E. Moynes: From Vacation to Reinvention - Mastering the Four Phases of Retirement
12/18/2023
92: Dr. Riley E. Moynes: From Vacation to Reinvention - Mastering the Four Phases of Retirement
Caleb and Riley are joined by Dr. Moynes is a successful author and public speaker with several best-sellers to his credit. Whereas most retirement-focused books emphasize the investment, insurance and estate planning aspects, Riley emphasizes the psychological changes and challenges that almost every person experiences when they retire. His based on this best-selling book is fantastic and was viewed by over 3.5 million people in just 11 months. Learn more about: The Psychological Side of Retirement: Delve into the emotional and psychological challenges faced during retirement, beyond just the financial. The Four Phases of Retirement: Understand the unique stages of retirement and how they can transform your post-work life. How a TEDx Talk is created: A peek into the preparation and dedication behind a viral TEDx presentation on retirement. Resources: and on Hosted by Caleb Miller and Riley Anderson of
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91: Jamie Hopkins: The Power of Guardrails - New Solutions for an Age-Old Concern
12/11/2023
91: Jamie Hopkins: The Power of Guardrails - New Solutions for an Age-Old Concern
Caleb and Riley are joined by Jamie Hopkins, co-author of Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Re-wirement: Rewiring the Way You Think About Retirement! Jamie specializes in modern retirement income planning, estate planning and tax efficiency; helping clients get the most out of their retirement income. Jamie is a nationally recognized writer, podcaster, researcher and educator; and a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s a go-to expert on retirement income planning and tax law. Learn more about: Why retirement planning is hard and the complexities and misconceptions of retirement planning. ‘Guardrails' and their revolutionary role in ensuring a secure retirement, especially when it feels like you are trying to hit a moving target in high winds. Practical advice and unconventional strategies for those nearing retirement. Resources: Jamie’s Book: Hosted by Caleb Miller and Riley Anderson of
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90: Susan Williams: The 60 Before 60 Challenge and Embracing the Encore of Life
12/04/2023
90: Susan Williams: The 60 Before 60 Challenge and Embracing the Encore of Life
Caleb and Riley are joined by Susan Williams, the Founder of – a website and social media network dedicated to providing information and inspiration to help Baby Boomers create and live their very best encore. Being a Boomer herself, Susan loves to discover ways to live life to the fullest. On this episode she shares her experiences, observations and opinions on living life after 50, her 60 before 60 project and how she tries to embrace Booming Encore’s philosophy of making sure every day matters. Learn more about: The reasons behind Susan's retirement transition and learn about the inspiration for the creation of Booming Encore. Valuable strategies and concepts from Susan's book and worksheet, "Longevity by Design," to help you design a positive and fulfilling later life. Misconceptions and myths about aging and retirement as well as stories and examples of individuals who are having robust retirements. Resources: Susan on LinkedIn: 60 Before 60 Project: FREE BOOK Longevity Lifestyle by Design: Are Your Living a Regret Free Life Article: Hosted by Caleb Miller and Riley Anderson of
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89: Judy Oppenheim: The science of happiness and new perspectives on retirement
11/27/2023
89: Judy Oppenheim: The science of happiness and new perspectives on retirement
Caleb and Riley are joined by Judith Oppenheim. The topic is happiness. Judy has a BA in psychology, an MBA in marketing and over 20 years of experience in consumer insights, research, marketing, strategy, and product development. She has worked with major financial services companies and leading advertising and digital agencies. In 2019, Judy obtained her certification as a Happiness Trainer from Tal Ben Shahar’s Happiness Studies Academy. She is actively involved in the education committee and is a founding member of the HSA business club. Learn more about: Insights into the science of happiness and how it can transform your retirement. Practical strategies for crafting a fulfilling and joyful retirement. The surprising truth about the relationship between money and happiness. Resources: Judy on LinkedIn: Tal Ben-Shahar’s 1 year course: Happier by Tal Ben-Shahar on Amazon: Psychology of Money by Morgan Housel: The Science of Wellbeing, a free Coursera course by Laurie Santos of Yale: Managing Happiness, free Harvard University course by Arthur Brooks: Riley Moynes TED talk on How to squeeze all the juice out of retirement: Brene Brown Atlas of The Heart list of emotions: Hosted by Caleb Miller and Riley Anderson of
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88: Tom Lashnits: The “3 key likes” that will help you embrace change and thrive in retirement
11/20/2023
88: Tom Lashnits: The “3 key likes” that will help you embrace change and thrive in retirement
Caleb and Riley are joined by Tom Lashnits, producer of the award winning blog “Sightings Over Sixty” which covers health, finance, retirement — and all the concerns of people who realize that somehow they have grown up. In this episode Tom shares his story of being unceremoniously laid off in his mid 50’s and his transition into a thriving retirement. For Tom, a thriving retirement is one where you have found the answer to ‘the three likes’. Learn more about: How to navigate major life changes during retirement with resilience and grace. Practical advice on, finding new passions, lifelong learning, and maintaining balance in retirement Insights on how to maintain and strengthen relationships with loved ones post-retirement. Resources: Toms Blog: Toms book on Amazon: Delaware Valley University: Hosted by Caleb Miller and Riley Anderson of
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87: Karen Wagner and Erica Baird: Reinventing retirement with Lustre - A new perspective for professional women
11/13/2023
87: Karen Wagner and Erica Baird: Reinventing retirement with Lustre - A new perspective for professional women
Caleb and Riley are joined by Karen Wagner and Erica Baird, the co-founders of Lustre, a community of women who are redesigning what retirement looks like. Erica's journey is nothing short of remarkable. Erica attended NYU Law School and became the first female partner in the General Counsel’s office of one of the Big 8 accounting firms. Karen, on the other hand, nurtured a deep-seated ambition to live in the heart of New York City from her globe-trotting childhood years. This desire led her to also attend NYU Law School, and led to an illustrious career as a corporate litigator. Both Erica and Karen see retirement not as the end, but as an opportunity to pivot, to leverage their experiences and skills into a new venture. Learn more about: How Karen and Erica are reshaping retirement for professional women and challenging traditional perceptions. The concept of "the pivot" and how Karen and Erica's retirement experiences differ from men, and the new activities they have found to replace place their careers. Insights on reinventing retirement and learn what to do (and not do) during this transformative stage of life. Resources: Website: Lustre Newsletter: Karen Wagner on LinkedIn: Eric Baird on LinkedIn: Hosted by Caleb Miller and Riley Anderson of
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86: Caryl and Jay Casbon: How aging couples are thriving and finding meaning in retirement
11/06/2023
86: Caryl and Jay Casbon: How aging couples are thriving and finding meaning in retirement
Caleb and Riley are joined by Carol and Jay Casbon. They have a really interesting story about travelling across the country in their RV, interviewing hundreds of couples about their committed aging relationships. They are the co-authors of Side by Side: The Sacred Art of Couples Aging with Wisdom & Love, released June 27, 2023. Their book, offers a rare window into the intimate challenges and joys of couples fiercely committed to thriving and evolving in long-term partnerships, especially while aging. Learn more about: Discover the intimate challenges and joys of long-term partnerships as couples age and evolve together. Receive valuable retirement advice, including navigating health issues, evolving relationships with adult children, finding meaning post-career, Learn practical tips for nurturing love and mutual understanding in retirement. Resources: Hosted by Caleb Miller and Riley Anderson of
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85: Sue Phillips: An end-of-life doula redefining end-of-life care with planning and purpose
10/30/2023
85: Sue Phillips: An end-of-life doula redefining end-of-life care with planning and purpose
Caleb and Riley are joined by Sue Phillips, Vice President of the End of Life Doula Association of Canada. Sue Phillips has been supporting people who are dealing with a critical illness or approaching death since 2019. Her primary supports include pre-planning, advocacy, legacy project facilitation, compassionate companioning, caregiver respite, post-death assistance and grief and bereavement peer support and resources. Sue’s training includes the Douglas College End of Life Doula Training as well as the Visiting Volunteer Training at Dr. Bob Kemp Hospice in Hamilton. NOTE: Since the recording Sue has completed her term as the VP End of Life Doula Association of Canada. Learn more about: Discover the vital role of end-of-life doulas and how they provide compassionate support during critical illness and the dying process Gain insight into the services offered by end-of-life doulas and understand how they can enhance the quality of life for both individuals and families. Learn about Sue’s career transition to an end-of-life doula, The End of Life Doula Association of Canada Resources: Hosted by Caleb Miller and Riley Anderson of
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84: Beyond Investing: Three Things You Can Do Now to Prepare your perfect retirement lifestyle
10/23/2023
84: Beyond Investing: Three Things You Can Do Now to Prepare your perfect retirement lifestyle
Caleb and Riley are talking about 3 things that you can do to craft your perfect retirement lifestyle. This episode goes beyond investing here. We are not talking about what we invest in, the tax planning or any trading or tax strategies. Instead we lay out three things you can do yourself, in three areas of your life to have the biggest impact in preparing for retirement. Turn on the TV if you want to be entertained by what’s happening in the markets (largely uncontrollable), but listen to this episode if you want some real actionable steps that you can take that can make a difference in how you arrive at your retirement destination. Learn more about: The often-overlooked aspect of retirement uncovered by the 85 year old Harvard study on Happiness How to create a robust retirement budget and the benefits of testing that budget now Being more confident to retire by simulating your retirement income before leaving the workforce to gain clarity about your financial situation. Resources: Hosted by Caleb Miller and Riley Anderson of
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83: Understanding a Retirement Buyout Package
10/16/2023
83: Understanding a Retirement Buyout Package
Caleb and Riley discuss retirement packages and the various legal contracts we sometimes call buyout contacts. For example, Telus recently announced some downsizing they were doing this year, offering buyout package to 2,000 employees. If there is a desire for your employer to send you off into retirement, then we want to make sure you maximize your compensation and benefits, and really understand the lay of the land and what you should consider. So let’s talk buyout packages Learn more about: The financial benefits and implications that are commonly found in buyout packages Insights on why they may want to “yes” or why they may want to “no” to accepting an employers offer Buyout packages as a part of the retirement journey. Sometimes our employers tell us to leave before we tell them we are leaving and this can be beneficial or a challenge. Hosted by Caleb Miller and Riley Anderson of
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82: Rick Irvine: Journey to Conquer Everest and Embrace Retirement
10/09/2023
82: Rick Irvine: Journey to Conquer Everest and Embrace Retirement
Caleb and Riley are joined by Rick Irvine, a retired engineer that summited Mount Everest at age 59. At 59-years-old, Rick Irvine from Minto New Brunswick was the first New Brunswicker to scale Mount Everest. On May 24, Rick reached the 8,848-metre summit of the world’s tallest mountain. What I found particularly amazing about Rick though is that he wasn’t always a die-hard mountaineer. Reaching the top of Mount Everest wasn't a lifelong goal for him. In fact he only started climbing about 10 years prior. Learn more about: Drawing inspiration to try and do something new as Rick Irvine shares his path from small town Nova Scotia to the summit of Mount Everest. The triumphs and challenges of two daring attempts at conquering Mount Everest, gaining valuable insights into the physical and mental preparation required Rick's personal transition from a fulfilling career to navigating and fully embracing his own robust retirement. Resources: Hosted by Caleb Miller and Riley Anderson of
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81: This order of operations will optimize your savings strategy for success
10/02/2023
81: This order of operations will optimize your savings strategy for success
Caleb and Riley discuss the optimal order of operations for saving. If you ever asked yourself, where should I save my money and what type of savings plan do I prioritize over others, then this episode is for you. And bonus points if you are a math junky, and you want your savings strategy to follow some algebraic like principles, because Riley is going to present us a framework that you can follow to ensure you are maximizing the potential of your savings. Learn more about: The 'Financial Order of Operations' strategy, a powerful framework for prioritizing your cashflow for optimal growth.“ A case study illustrating the stark difference between an optimized and a sub-optimal savings strategy. The three crucial levels of investment prioritization, determining where you currently stand and how to ascend to the next level. Hosted by Caleb Miller and Riley Anderson of
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80: Myron Littman: The essential insurance ingredients for a secure retirement
09/25/2023
80: Myron Littman: The essential insurance ingredients for a secure retirement
Caleb and Riley joined by Myron Littman, owner of Foresight Financial. If you have ever asked yourself questions like, “Do I still need this insurance policy?” Or “What coverages do I actually need as I get older?" Then this episode is for you. Surprisingly, insurance can be used as a creative planning tool to help you to increase your savings and wealth and take you to the next level. Other times, insurance is your saving grace and provides financial support for a potential serious illness, disability or a death. So if you would like to make informed insurance decisions, find the wealth building opportunities that exist in insurance strategies, and lessen the blow that your family may take when you face a serious risk event, then we suggest you stick around for this episode. Learn more about: The surprising benefits of life insurance for older adults in retirement and explore the role of insurance in estate planning, family business transitions, and more. Explore the significance of critical illness Insurance, stories of real-life impact, cost considerations, and the concept of "return of premium". Insights from Myron Littman, a Certified Financial Planner with over two decades of experience, as he shares his personal journey and the impactful stories that shaped his career. Hosted by Caleb Miller and Riley Anderson of
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79: Dr. Ken Dychtwald: On Meeting Jimmy Carter and Redefining Legacy and the Treasure of Old Age
09/18/2023
79: Dr. Ken Dychtwald: On Meeting Jimmy Carter and Redefining Legacy and the Treasure of Old Age
Caleb and Riley are joined by Dr. Ken Dychtwald, a renowned psychologist, gerontologist, and CEO of Age Wave. He's authored 19 books and is a celebrated public speaker, having shared stages with figures like Barack Obama and Nelson Mandela. Featured on platforms like 60 Minutes, The Oprah Winfrey Show, and The New York Times, he's a Fellow of the World Economic Forum and has keynoted White House Conferences on Aging. Recognized by Investment Advisor as a leading thought influencer in financial services, he's been honored multiple times by the American Society on Aging, recently receiving their President’s Award in 2023 for reshaping global perceptions of aging. Learn more about: Firsthand accounts of encounters with global figures like Arnold Schwarzenegger and President Carter, revealing the unseen facets of finding purpose as an older adult. The profound shifts in how we perceive aging, from the insights of a world-renowned gerontologist. The modern-day nuances of leaving a lasting impact versus mere material inheritance. The story behind Dr. Dychtwald's annual marriage vow renewals and its transformative power. Resources: Book, AgeWave: Most recent study, “” Hosted by Caleb Miller and Riley Anderson of
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