A Look at the Non-Financial Aspects of Retirement Planning
From Uncommon Sense by CPA Alberta
January 8, 2026 · 30 min
About this episode
This episode discusses the non-financial aspects of retirement planning with insights from Terry Olexyn.
When planning retirement, many of us focus on the financial aspects of preparing for retirement. But if you only look at the financial part of the process, then you might be neglecting some other key elements of getting ready for retirement. On this episode of Uncommon Sense, we talk with Terry Olexyn CPA, CMA, founder of PEAK Retirement Solutions Ltd. Terry shares his insights and expertise on the benefits of factoring-in considerations such as personal goals, self-awareness, "healthspan vs. lifespan", and other components of a well-rounded retirement plan. Let us know what you think of this week's episode. Take our survey >> https://bit.ly/4kNI2NJ
People in this episode
Guest: Terry Olexyn Cpa Cma
Topics covered
- retirement planning
- non-financial aspects
- personal goals
- self-awareness
- healthspan vs. lifespan
Keywords
- retirement
- planning
- well-rounded retirement plan
Mentioned in this episode
Products: PEAK Retirement Solutions Ltd
More episodes of Uncommon Sense
- Overcoming Personal Challenges to Serve Others with Mika Kitagawa-Friesen · June 11, 2026 · 46 min
- Building Leadership Skills Through Executive Coaching with Jason Labonte CPA, CMA · May 28, 2026 · 41 min
- Two Perspectives on Mentorship with Sandy Lyons and Rod Gatti · May 14, 2026 · 28 min
- Putting Yourself Out There: Helping Women-Led Businesses Thrive with Sarah Carver, Part 2 · April 30, 2026 · 32 min
- Putting Yourself Out There: Helping Women-Led Businesses Thrive with Sarah Carver, Part 1 · April 30, 2026 · 33 min
- Reflecting on a Remarkable Career: A Conversation with Stephen Bergstrom, Part 1 · April 16, 2026 · 29 min
Explore listener stats, chart rankings, contacts and more on the Uncommon Sense podcast page.