Caleb and Riley are joined by Tom Lashnits, producer of the award winning blog “Sightings Over Sixty” which covers health, finance, retirement — and all the concerns of people who realize that somehow they have grown up. In this episode Tom shares his story of being unceremoniously laid off in his mid 50’s and his transition into a thriving retirement. For Tom, a thriving retirement is one where you have found the answer to ‘the three likes’. Learn more about: How to navigate major life changes during retirement with resilience and grace. Practical advice on, finding new passions, lifelong learning, and maintaining balance in retirement Insights on how to maintain and strengthen relationships with loved ones post-retirement. Resources: Toms Blog: http://sightingsat60.blogspot.com/ Toms book on Amazon: https://www.amazon.ca/-/fr/Tom-Sightings/dp/1517434777 Delaware Valley University: https://delval.edu/center-learning-retirement Osher Lifelong Learning Institute 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 Carol and Jay Casbon. They have a really interesting story about travelling across the country in their RV, interviewing hundreds of couples about their committed aging relationships. They are the co-authors of Side by Side: The Sacred Art of Couples Aging with Wisdom & Love, released June 27, 2023. Their book, offers a rare window into the intimate challenges and joys of couples fiercely committed to thriving and evolving in long-term partnerships, especially while aging. Learn more about: Discover the intimate challenges and joys of long-term partnerships as couples age and evolve together. Receive valuable retirement advice, including navigating health issues, evolving relationships with adult children, finding meaning post-career, Learn practical tips for nurturing love and mutual understanding in retirement. Resources: https://sidebysideaging.com/ https://terryreal.com/ Interview: Laurie Rutenberg & Gary Schoenberg 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

Caleb and Riley are talking about 3 things that you can do to craft your perfect retirement lifestyle. This episode goes beyond investing here. We are not talking about what we invest in, the tax planning or any trading or tax strategies. Instead we lay out three things you can do yourself, in three areas of your life to have the biggest impact in preparing for retirement. Turn on the TV if you want to be entertained by what’s happening in the markets (largely uncontrollable), but listen to this episode if you want some real actionable steps that you can take that can make a difference in how you arrive at your retirement destination. Learn more about: The often-overlooked aspect of retirement uncovered by the 85 year old Harvard study on Happiness How to create a robust retirement budget and the benefits of testing that budget now Being more confident to retire by simulating your retirement income before leaving the workforce to gain clarity about your financial situation. Resources: An 85-year Harvard study on happiness 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 discuss retirement packages and the various legal contracts we sometimes call buyout contacts. For example, Telus recently announced some downsizing they were doing this year, offering buyout package to 2,000 employees. If there is a desire for your employer to send you off into retirement, then we want to make sure you maximize your compensation and benefits, and really understand the lay of the land and what you should consider. So let’s talk buyout packages Learn more about: The financial benefits and implications that are commonly found in buyout packages Insights on why they may want to “yes” or why they may want to “no” to accepting an employers offer Buyout packages as a part of the retirement journey. Sometimes our employers tell us to leave before we tell them we are leaving and this can be beneficial or a challenge. 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 Rick Irvine, a retired engineer that summited Mount Everest at age 59. At 59-years-old, Rick Irvine from Minto New Brunswick was the first New Brunswicker to scale Mount Everest. On May 24, Rick reached the 8,848-metre summit of the world’s tallest mountain. What I found particularly amazing about Rick though is that he wasn’t always a die-hard mountaineer. Reaching the top of Mount Everest wasn't a lifelong goal for him. In fact he only started climbing about 10 years prior. Learn more about: Drawing inspiration to try and do something new as Rick Irvine shares his path from small town Nova Scotia to the summit of Mount Everest. The triumphs and challenges of two daring attempts at conquering Mount Everest, gaining valuable insights into the physical and mental preparation required Rick's personal transition from a fulfilling career to navigating and fully embracing his own robust retirement. Resources: Rick on Instagram Mount Everest | Information Morning - Fredericton with Jeanne Armstrong | Live Radio | CBC Listen https://atlantic.ctvnews.ca/it-was-a-bit-of-pride-minto-born-rick-irvine-scales-mount-everest-1.6441751 Man from Minto flies New Brunswick flag from atop Mount Everest | CBC News 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 discuss the optimal order of operations for saving. If you ever asked yourself, where should I save my money and what type of savings plan do I prioritize over others, then this episode is for you. And bonus points if you are a math junky, and you want your savings strategy to follow some algebraic like principles, because Riley is going to present us a framework that you can follow to ensure you are maximizing the potential of your savings. Learn more about: The 'Financial Order of Operations' strategy, a powerful framework for prioritizing your cashflow for optimal growth.“ A case study illustrating the stark difference between an optimized and a sub-optimal savings strategy. The three crucial levels of investment prioritization, determining where you currently stand and how to ascend to the next level. 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 joined by Myron Littman, owner of Foresight Financial. If you have ever asked yourself questions like, “Do I still need this insurance policy?” Or “What coverages do I actually need as I get older?" Then this episode is for you. Surprisingly, insurance can be used as a creative planning tool to help you to increase your savings and wealth and take you to the next level. Other times, insurance is your saving grace and provides financial support for a potential serious illness, disability or a death. So if you would like to make informed insurance decisions, find the wealth building opportunities that exist in insurance strategies, and lessen the blow that your family may take when you face a serious risk event, then we suggest you stick around for this episode. Learn more about: The surprising benefits of life insurance for older adults in retirement and explore the role of insurance in estate planning, family business transitions, and more. Explore the significance of critical illness Insurance, stories of real-life impact, cost considerations, and the concept of "return of premium". Insights from Myron Littman, a Certified Financial Planner with over two decades of experience, as he shares his personal journey and the impactful stories that shaped his career. 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. Ken Dychtwald, a renowned psychologist, gerontologist, and CEO of Age Wave. He's authored 19 books and is a celebrated public speaker, having shared stages with figures like Barack Obama and Nelson Mandela. Featured on platforms like 60 Minutes, The Oprah Winfrey Show, and The New York Times, he's a Fellow of the World Economic Forum and has keynoted White House Conferences on Aging. Recognized by Investment Advisor as a leading thought influencer in financial services, he's been honored multiple times by the American Society on Aging, recently receiving their President’s Award in 2023 for reshaping global perceptions of aging. Learn more about: Firsthand accounts of encounters with global figures like Arnold Schwarzenegger and President Carter, revealing the unseen facets of finding purpose as an older adult. The profound shifts in how we perceive aging, from the insights of a world-renowned gerontologist. The modern-day nuances of leaving a lasting impact versus mere material inheritance. The story behind Dr. Dychtwald's annual marriage vow renewals and its transformative power. Resources: Book, Radical Curiosity, on Amazon AgeWave: https://agewave.com/ Most recent study, “The New Age of Aging” 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