Life Two

We’re in the midst of what many call a retirement crisis, with too many saving too little, too late. How do we turn this challenge into an opportunity to create financial security and personal fulfillment for millions of people? Co-hosted by retirement experts Don Ezra and Common Wealth, LIFE TWO offers in-depth, insightful conversations with the world’s best thinkers on the trends and ideas that are driving change in the retirement security field. The 10-part pilot series also features lessons from Don’s newly released book on how to plan and think about life after full-time work, helping to make this daunting topic more approachable and empowering for everyone.

Collective Retirement Plans 06/23/2020

Collective Retirement Plans 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. /episode/index/show/lifetwo/id/14941538

The Plan Sponsor 05/12/2020

The Plan Sponsor 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. /episode/index/show/lifetwo/id/14380073

Innovative Solutions to Retirement Security Challenges 05/01/2020

Innovative Solutions to Retirement Security Challenges 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. /episode/index/show/lifetwo/id/14238980

Stage 5: Life Two (in retirement) with Moshe Milevsky 03/25/2020

Stage 5: Life Two (in retirement) with Moshe Milevsky 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. /episode/index/show/lifetwo/id/13697132

Stage 4: Transition (first 3 years of retirement) with Jon Glass 03/04/2020

Stage 4: Transition (first 3 years of retirement) with Jon Glass 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. /episode/index/show/lifetwo/id/13415165

Stage 3: Get set (5 years approaching retirement) with Ernie Zelinski 02/18/2020

Stage 3: Get set (5 years approaching retirement) with Ernie Zelinski 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. /episode/index/show/lifetwo/id/13194725

Stage 2: Get serious (20 to 5 years before retirement) with Fred Vettese 01/09/2020

Stage 2: Get serious (20 to 5 years before retirement) with Fred Vettese 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. /episode/index/show/lifetwo/id/12682268

Stage 1: Get started (20 years before retirement) with David John 11/13/2019

Stage 1: Get started (20 years before retirement) with David John 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. /episode/index/show/lifetwo/id/12018890

The Retirement Life Cycle – The financial stages in planning for Life Two with Jonathan Clements 11/11/2019

The Retirement Life Cycle – The financial stages in planning for Life Two with Jonathan Clements 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. /episode/index/show/lifetwo/id/11995532

The Best Time of Life - A positive reframing of retirement with Chris Battaglia & Jeremy Cooper 11/11/2019

The Best Time of Life - A positive reframing of retirement with Chris Battaglia & Jeremy Cooper 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. /episode/index/show/lifetwo/id/11984771

Coming Soon: LIFE TWO Retirement Podcast 11/06/2019

Coming Soon: LIFE TWO Retirement Podcast Don Ezra and Common Wealth are excited to introduce LIFE TWO, a new podcast featuring some of the world's best thinkers on retirement. The 10-part pilot series launches on November 13th. /episode/index/show/lifetwo/id/11924399

Life Two

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