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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 The traditional view of retirement is outdated and new frameworks for managing our money and time are needed.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 Inves ...
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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…
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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 worki…
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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 Meet Caleb and Riley Book a Call Subscri…
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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 CN…
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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 jou…
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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…
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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 view…
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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 cr…
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Caleb and Riley are joined by Dr. Leigh Vanderloo, Scientific Director at ParticipACTION. Dr. Vanderloo received her PhD in Health Promotion from the University of Western Ontario in 2016. Her area of research focuses on the objective measurement of physical activity and sedentary time, and how these behavior's impact physical, mental, and social w…
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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 …
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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 f…
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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 t…
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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 f…
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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 retir…
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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 …
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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 …
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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 T…
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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 in…
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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,…
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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 obta…
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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 retirem…
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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 …
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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 …
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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, p…
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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 …
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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 you…
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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 h…
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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 …
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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 …
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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 W…
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Caleb and Riley discuss emergency funds and how to be ready for unexpected expenses. Perhaps you’ve always heard that you need an emergency fund, but have never actually taken the time to build one or even be intentional about how much to have in one. Given the stats you are about to hear, I would bet there is a high chance the size of your emergen…
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Caleb and Riley are joined by Joan MacDonald, “a 76 yr old fitness fanatic defying expectations on every level” - that is what shape.com wrote about Joan in 2022. Joan (aka @trainwithjoan on Instagram) is proving that it's never too late to make big life changes. At 70 years old, she was on multiple medications for high blood pressure, high cholest…
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Caleb and Riley are joined by Laura Tamblyn Watts, CEO of CanAge, Canada’s national seniors’ advocacy organization and a global expert on aging. Laura is one of the leading voices in Canada on issues related to aging. She is a lawyer, a frequent media commentator, an author, an academic researcher and well-known community activist. Learn more about…
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Caleb and Riley are joined by MP Greg McLean, the Conservative Member of Parliament for Calgary Centre and a Member of the Standing Committee on Environment and Sustainable Development. Before being elected as MP for Calgary Centre in 2019, Greg worked as a financial professional for 20 years. His work put him in close contact with Alberta’s vital …
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Caleb and Riley are joined by Calgary Lawyer, Michelle Bullas to discuss unique tax savvy strategies for business owners. Michelle specializes in tax planning and has more than 20 years of experience helping her clients pay less tax. In this episode we discuss Bill C-208 and how business owners may want to take advantage of the introduced changes i…
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Caleb and Riley are joined by Patricia Faust, a gerontologist specializing in the issues of brain aging, brain health, brain function, and dementia. Patricia has a Masters in Gerontological Studies from Miami University in Oxford Ohio. She is certified as a brain health coach and received a certification in Neuroscience and Wellness through Dr. Sar…
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Caleb and Riley are joined by Jane Heller, a best selling author who has written many books, romantic novels, and comedies. In this episode we discuss her most recent book of nonfiction, You’d Better Not Die Or I’ll Kill You: A Caregiver’s Survival Guide To Keeping You in Good Health and Good Spirits, which features her trademark humor as she tackl…
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Caleb and Riley are joined by Ted Klontz Professor of Financial Psychology and Behavioral Finance at Creighton University. Ted helps people find and understand their individual “money scripts”. Whether you know it or not, you have a unique perspective on the role of money and what it means to you. In this episode Ted walks us through just a few of …
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Caleb and Riley are joined by Bonnie J. Kaplan, Ph.D, Professor Emerita in the Faculty of Medicine at the University of Calgary. Bonnie co-authored The Better Brain. The book is a complete guide to a healthier, happier brain. What if the key to treating mental illness can’t be found at the pharmacy, but lies in the very foods and nutrients we eat? …
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Caleb and Riley discuss the potential impact of saving just 1% more each month. How much earlier do you think it would allow you to retire? In this episode we walk you through this calculation as well as describe the four biggest levers you have control over to get closer to your ideal retirement. Learn more about: The impact of saving 1% more ever…
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Caleb and Riley are joined by Peter Blomfield, a U.S. tax advisor focused on international tax issues for U.S. citizens living in Canada. If you spend many months a year in the US, are a dual citizen or thinking about purchasing U.S. real estate, this episode is full of really great information and advice on how to navigate U.S. taxes and avoid com…
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Caleb and Riley are joined by Susan Bradley, the Founder of the Sudden Money® Institute. For 16 years Susan has been teaching people how to successfully navigate the big and small transitions in life. She is the author of Sudden Money: Managing a Financial Windfall, and TEDx Wilmington Women talk called, “Change launches you into the next great cha…
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Caleb and Riley discuss the most commonly asked bad financial questions. In this episode they explain why they are bad, and share the better questions we should be asking instead to get more value our of our meetings with advisors. Learn more about: The bad questions to avoid and the good questions to ask help you get the answer to what you truly w…
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Caleb and Riley are joined by Jocelyn Rempel, Chair in Older Adult Health and Associate Professor at Mount Royal University. Jocelyn’s experience as a gerontological nurse has spanned across the care continuum from homecare to long-term care and she is currently forging the way for innovation and technology in the aging space through her research a…
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Caleb and Riley are joined by Joan Pagano the owner of Joan Pagano Fitness in NYC, who has specialized in strength training for women since 1988. As the former trainer to Jacqueline and Caroline Kennedy, Joan is dedicated to helping women manage the aging process with grace. At age 75, Joan continues to inspire as a healthy aging and women’s fitnes…
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Caleb and Riley are joined by George Kinder, Author, international thought leader, and life-planning pioneer. George has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the center of their financial plans. Through books, workshops, and speaking …
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Caleb and Riley are joined by Dr. Rose Joudi to discuss aging, agism and how to think positively about who we are, what we can do and who we can still become. Dr. Joudi holds a Ph.D. in Psychology from Auckland, New Zealand and is a Certified Professional Consultant on Aging. She has more than 15 years of academic, research and training experience …
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Caleb and Riley are joined by Gary Saran to discuss what factors are most important to consider when purchasing or selling real estate. Monthly mortgage payments required to buy the median existing U.S. home has increased more than 75% since the beginning of the pandemic. How much should interest rates and housing markets play into your decisions? …
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Caleb and Riley discuss the takeaways from the disruption in Caleb’s flight from Maui, Hawaii to Calgary. We can be fairly certain there will be many disruptions throughout retirement. There are simply too many unknowns - the market, inflation, health, politics and more. One of the great things about working with a financial planner is that you hav…
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Caleb and Riley are joined by Dino Camire, coach to Gail-Ann Breese who at age 62 has been setting local, national and world records in powerlifting. Dino is the owner of One Family Fitness Centre in Winnipeg where he trains people of all ages. Dino shares why weight training is so important, even more so in retirement and how it is vital to remain…
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