"Unretired" & Inspired - A Retirement Planning Podcast copertina

"Unretired" & Inspired - A Retirement Planning Podcast

Di: Caleb Miller Riley Anderson
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  • Riassunto

  • 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 The traditional view of retirement is outdated and new frameworks for managing our money and time are needed.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/
    2022
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Episodi
  • 108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options

    108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options
    Apr 15 2024

    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 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
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    1 ora e 9 min
  • 107: “I can't flip the switch from saving to spending” - Michelle's retirement spending dilemma

    107: “I can't flip the switch from saving to spending” - Michelle's retirement spending dilemma
    Apr 1 2024

    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
    Mostra di più Mostra meno
    1 ora e 2 min
  • 106: Goodbye ‘Awe-Inspired’! Join the ‘8000 Days’ Journey

    106: Goodbye ‘Awe-Inspired’! Join the ‘8000 Days’ Journey
    Mar 25 2024

    Join Caleb and Riley for episode one of the newly named 8000 days podcast.

    Resources:

    • https://www.hartfordfunds.com/insights/investor-insight/navigating-longevity/8000-days-of-retirement.html


    Email Caleb: cmiller@investordna.ca

    Text Riley: 403-393-8237

    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
    Mostra di più Mostra meno
    14 min

Sintesi dell'editore

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/
2022
Finanza personale Economia
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