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

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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

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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

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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

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Caleb and Riley are joined by Theoren Fleury, Canadian former professional hockey player, author and motivational speaker.

Theo was drafted by the Flames at the 1987 NHL Entry Draft, and played over 1,000 games in the NHL between 1989 and 2003. Theo is not known not just for his electrifying career in the NHL though, but also for his courageous journey off the ice.

Theo has turned his personal battles with trauma, addiction, and recovery into a powerful message of resilience and leadership. Through his motivational speaking and work with Fleury Enterprises, he inspires others to find their voice, embrace vulnerability, and take action towards healing and empowerment. Today, Theo joins us to share his insights on overcoming life's challenges, the importance of self-leadership in retirement, and how to live a life filled with purpose and passion.

Learn more about:

• The untold stories of Fleury's life, revealing the complexities of identity and resilience beyond the ice rink.
• The emotional and financial preparation required for a successful transition from a professional sports career to retirement.
• The impact of sharing personal stories on healing and empowerment, both for the storyteller and their audience.
• Fleury's unique perspective on achieving fulfillment in life after professional sports, offering valuable lessons for those seeking purpose in retirement.

Resources:

• Book: Playing With Fire on Amazon: https://www.amazon.ca/Playing-Fire-Highest-Highs-Lowest/dp/1554682401
• Website: https://theofleury.life/

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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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

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Caleb and Riley are joined by Mary Morency a Retirement coach and co-author of “Rethinking Retirement”.

Mary, is a ”retired” Human Resources and Organizational Development leader with over 30 years of experience, Mary has always been passionate about developing human talent and facilitating change within organizations and with individuals. She views her Retirement Coaching practice as a continuation of a lifelong passion for helping people develop their potential. She is convinced that in retirement, ”the best is yet to be!'' Mary works with her colleague, Jeannette Lalonde, Jeannette Lalonde, who could not join us today, and together they co-authored the book “Rethinking Retirement”.

Based in Montreal, Mary and Jeannette are helping individuals prepare for a balanced lifestyle, remain positive, and flourish during their retirement years.

Learn more about:

• The stages of transition into retirement and how to navigate the challenges and opportunities of each phase.
• Insights into the four key areas crucial for a flourishing retirement: contribution, well-being, connection, and purpose, as outlined by experienced retirement coaches.
• Personal stories of transition from successful careers to retirement coaching, providing real-life examples of adapting to change.

Resources:

• Website: https://coachingretraite.ca/
• Book: Rethinking Retirement - A Guide for Making Choices, available at Amazon.ca

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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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

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