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Formerly âAwe-Inspired and Retiredâ. Welcome to 8000 days.
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.
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.
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To take the giving while living vs giving at death quiz, email [email protected]
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Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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Formerly âAwe-Inspired and Retiredâ. Welcome to 8000 days.
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.
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. Itâs 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 wasnât 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:
Research Paper: Guaranteed Income: A License to Spend: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3875802 To take the Maximizer vs Satisficer quiz, email [email protected]
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Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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Join Caleb and Riley for episode one of the newly named 8000 days podcast.
https://www.hartfordfunds.com/insights/investor-insight/navigating-longevity/8000-days-of-retirement.html
Resources:
Email Caleb: [email protected]Text Riley: 403-393-8237
Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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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.
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
Christinaâs 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:
Website: https://www.christinapierpaoliparker.com/ Instagram: https://www.instagram.com/theageambassador/?hl=en
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Caleb and Riley are joined by Theoren Fleury, Canadian former professional hockey player, author and motivational speaker.
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.
Theo was drafted by the Flames at the 1987 NHL Entry Draft, and played over 1,000 games 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:Resources:
Book: Playing With Fire on Amazon: https://www.amazon.ca/Playing-Fire-Highest-Highs-Lowest/dp/1554682401 Website: https://theofleury.life/Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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Caleb and Riley are joined by Moira Welsh, Journalist at the Toronto Star and author of Happily Ever Older.
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.
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 âHappily Ever Older: Revolutionary Approaches to Long-Term Care.â
Learn more about:
Moira on: LinkedIn: https://www.linkedin.com/in/moira-welsh/?originalSubdomain=ca Book: Amazon: Happily Ever Older https://www.amazon.ca/Happily-Ever-Older-Revolutionary-Approaches/dp/1770415211#:~:text=Happily%20Ever%20Older%20is%20a,reason%20to%20go%20on%20living.
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Caleb and Riley are joined by Mary Morency a Retirement coach and co-author of âRethinking Retirementâ.
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.
Mary, is a âretiredâ 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, âthe 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 âRethinking Retirementâ.
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:Resources:
Website: https://coachingretraite.ca/ Book: Rethinking Retirement - A Guide for Making Choices, available at Amazon.ca
Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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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.
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
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, theyâve 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 Canadaâs largest circulation newspaper as âa compelling voiceâ.
Learn more about:Resources:
Mardi on LinkedIn: https://www.linkedin.com/in/mardi-tindal-477bb523/?originalSubdomain=ca Center for Courage & Renewal: https://couragerenewal.org/ Oakville Coliving: https://www.oakviewcoliving.com/
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Caleb and Riley are joined by Dr. Leigh Vanderloo, Scientific Director at ParticipACTION.
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.
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.
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ParticipACTION annual report card Leigh Vanderloo on LinkedIn
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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.
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.
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:
John Kralikâs website: https://johnjkralik.com/ John Kralik on Amazon: https://www.amazon.com/stores/John-Kralik/author/B003YO4YLU?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true
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Caleb and Riley are joined by Nan Ives and Lisa Stornaielo, of âThe Future of Youâ, an organization with a mission to help individuals discover their ultimate life in retirement.
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.
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:
Website: http://futureofyou.com/ Contact Nan: [email protected]
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Caleb and Riley are joined by Dena Silverberg for a deep dive into world of social prescribing and senior wellness.
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.
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 todayâs 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:
Contact Dena: [email protected] https://open.alberta.ca/publications/directory-of-seniors-centres-in-alberta https://www.allianceon.org/Social-Prescribing-Conference www.oacao.org
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Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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Caleb and Riley are joined by Corey Mackenzie from the Centre on Aging at the University of Manitoba.
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.
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 Queenâs 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:
http://www.coreymackenzie.com/ Corey on LinkedIn: https://www.linkedin.com/in/corey-mackenzie-13a53585
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Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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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.
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..
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 itâs affecting over half a million people in Canada alone. So we all need to have compassion.
And to borrow a quote I came across âThose 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 levelâ. 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:
Alzheimerâs Soceity Christene on LinkedIn
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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 Coveyâs âlast big ideaâ and final book titled: âLive Life in Crescendoâ.
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.
Learn more about:
Amazon: Live Life in Crescendo Cynthia on LinkedIn
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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....
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.
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:
https://www.theretirementmanifesto.com/ Blog post: The Ultimate Retirement Planning Guide Blog Post: Introducing The 90/10 Rule of Retirement Blog Post: The Ten Commandments Of Retirement
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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.
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.
His 2022 TEDx Talk based on this best-selling book is fantastic and was viewed by over 3.5 million people in just 11 months.
Learn more about:Resources:
Rileyâs TEDx Talk and on YouTube Rileyâs website Riley on LinkedinHosted by Caleb Miller and Riley Anderson of InvestorDNA
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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.
Why retirement planning is hard and the complexities and misconceptions of retirement planning. âGuardrails' 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.
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 heâs a go-to expert on retirement income planning and tax law.
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Jamieâs Book: Find Your Freedom: Financial Planning for a Life on PurposeHosted by Caleb Miller and Riley Anderson of InvestorDNA
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Caleb and Riley are joined by Susan Williams, the Founder of Booming Encore â 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 Encoreâs philosophy of making sure every day matters.
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.
Learn more about:Resources:
https://boomingencore.com/en/ Susan on LinkedIn: https://www.linkedin.com/in/susan-williams-0123a825/?originalSubdomain=ca 60 Before 60 Project: https://boomingencore.com/en/60-before-60 FREE BOOK Longevity Lifestyle by Design: https://longevitylifestylebydesign.boomingencore.com/ Are Your Living a Regret Free Life Article: https://boomingencore.com/en/article/are-you-living-regret-free-life
Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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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 Shaharâs Happiness Studies Academy. She is actively involved in the education committee and is a founding member of the HSA business club.
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.
Learn more about:Resources:
Judy on LinkedIn: https://www.linkedin.com/in/judy-oppenheim/ Tal Ben-Shaharâs 1 year course: https://www.happinessstudies.academy/ Happier by Tal Ben-Shahar on Amazon: https://www.amazon.com/Happier-Learn-Secrets-Lasting-Fulfillment/dp/0071492399 Psychology of Money by Morgan Housel: https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681 The Science of Wellbeing, a free Coursera course by Laurie Santos of Yale: https://www.coursera.org/learn/the-science-of-well-being Managing Happiness, free Harvard University course by Arthur Brooks: https://pll.harvard.edu/course/managing-happiness Riley Moynes TED talk on How to squeeze all the juice out of retirement: https://www.ted.com/talks/riley_moynes_how_to_squeeze_all_the_juice_out_of_retirement Brene Brown Atlas of The Heart list of emotions: https://brenebrown.com/resources/atlas-of-the-heart-list-of-emotions/Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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