Caleb and Riley are joined by Nan Ives and Lisa Stornaielo, of “The Future of You”, an organization with a mission to help individuals discover their ultimate life in retirement. 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: 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. Resources: Website: http://futureofyou.com/ Contact Nan: nan@thefutureofyou.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 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 Corey Mackenzie from the Centre on Aging at the University of Manitoba. 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 Queen’s 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: 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. Resources: http://www.coreymackenzie.com/ Corey on LinkedIn: https://www.linkedin.com/in/corey-mackenzie-13a53585 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 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 Covey’s ‘last big idea’ and final book titled: “Live Life in Crescendo”. Learn more about: 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. Resources: Amazon: Live Life in Crescendo Cynthia 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

Fritz Gilbert, producer of The Retirement Manifesto blog, shares his insights on retirement. Topics include the 90/10 rule, navigating blind spots, and 10 commandments of retirement. They also discuss downsizing, finding purpose, and investing in the spokes of life.

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. 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: 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. Resources: Riley’s TEDx Talk and on YouTube Riley’s website Riley 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 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 Susan Williams, the Founder of Booming Encore – 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 Encore’s philosophy of making sure every day matters. Learn more about: 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. 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 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