"Unretired" & Inspired - A Retirement Planning Podcast

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: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3875802 To take the Maximizer vs Satisficer quiz, email randerson@investordna.ca Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: https://www.christinapierpaoliparker.com/ Instagram: https://www.instagram.com/theageambassador/?hl=en Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: 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. Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: https://www.linkedin.com/in/mardi-tindal-477bb523/?originalSubdomain=ca Center for Courage & Renewal: https://couragerenewal.org/ Oakville Coliving: https://www.oakviewcoliving.com/ Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: 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 Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: dena@oacao.org https://open.alberta.ca/publications/directory-of-seniors-centres-in-alberta https://www.allianceon.org/Social-Prescribing-Conference www.oacao.org Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: Alzheimer's Soceity Christene on LinkedIn Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: 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 Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: Find Your Freedom: Financial Planning for a Life on Purpose Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: https://www.linkedin.com/in/judy-oppenheim/ Tal Ben-Shahar's 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 Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: https://www.lustre.net/ Lustre Newsletter: https://www.lustre.net/subscribe Karen Wagner on LinkedIn: https://www.linkedin.com/in/karen-wagner-a9489463/ Eric Baird on LinkedIn: https://www.linkedin.com/in/erica-baird-5569208/ Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

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: https://www.suephillips.ca/ https://endoflifedoulaassociation.org/ https://www.dyingwithdignity.ca/ https://www.virtualhospice.ca/ Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts