8 episodes

We’re in the midst of what many call a retirement crisis, with too many saving too little, too late. How do we turn this challenge into an opportunity to create financial security and personal fulfillment for millions of people? Co-hosted by retirement experts Don Ezra and Common Wealth, LIFE TWO offers in-depth, insightful conversations with the world’s best thinkers on the trends and ideas that are driving change in the retirement security field. The 10-part pilot series also features lessons from Don’s newly released book on how to plan and think about life after full-time work, helping to make this daunting topic more approachable and empowering for everyone.

Life Two Don Ezra and Common Wealth

    • Business

We’re in the midst of what many call a retirement crisis, with too many saving too little, too late. How do we turn this challenge into an opportunity to create financial security and personal fulfillment for millions of people? Co-hosted by retirement experts Don Ezra and Common Wealth, LIFE TWO offers in-depth, insightful conversations with the world’s best thinkers on the trends and ideas that are driving change in the retirement security field. The 10-part pilot series also features lessons from Don’s newly released book on how to plan and think about life after full-time work, helping to make this daunting topic more approachable and empowering for everyone.

    Stage 5: Life Two (in retirement) with Moshe Milevsky

    Stage 5: Life Two (in retirement) with Moshe Milevsky

    Save, save, save – that's the retirement mantra. But then do you know how to draw down from your pot of money so that you can enjoy Life Two? Relatively little attention has been devoted to this logical conclusion, also known as decumulation. We sit down with one of the world's pioneers in this field, Moshe Milevsky (finance professor at York University), describing the sensible and the less than sensible practices he has encountered. This interview was recorded in the summer of 2019.

    • 1 hr 5 min
    Stage 4: Transition (first 3 years of retirement) with Jon Glass

    Stage 4: Transition (first 3 years of retirement) with Jon Glass

    People seek out life coaches when they're trying to achieve more fulfillment or pursue a new career, so why not have a life coach to help with the challenging life transition of retirement? You don't have to do it alone – setting goals and figuring out how to structure your life for greater satisfaction. We explore how Life Two coaching works and its benefits, both psychological and financial, with retirement coach Jon Glass of 64 PLUS. Later on the show, Don Ezra shares his own experience.

    • 57 min
    Stage 3: Get set (5 years approaching retirement) with Ernie Zelinski

    Stage 3: Get set (5 years approaching retirement) with Ernie Zelinski

    It's time to get in touch with our feelings because as we all know, money is deeply tied to our emotions. How does one psychologically prepare for retirement? One of the scariest aspects is how you find a sense of purpose in Life Two, how you’ll fill your time, and how you’ll coordinate activities with your partner. International best-selling author Ernie Zelinski ("How to Retire Happy, Wild, and Free") tells us how to make plans that transform your mindset from fear to eager anticipation.

    • 1 hr 2 min
    Stage 2: Get serious (20 to 5 years before retirement) with Fred Vettese

    Stage 2: Get serious (20 to 5 years before retirement) with Fred Vettese

    How much do I need to save for a comfortable retirement? It's the million dollar question – maybe even a bit more. It depends on a number of factors, making it all the more overwhelming for individuals to tackle retirement saving. We speak to author Fred Vettese (former chief actuary at Morneau Shepell) who has researched and written about what people can do. And later on the show, we discuss getting serious and building your financial base for a good Life Two. 

    • 1 hr 6 min
    Stage 1: Get started (20 years before retirement) with David John

    Stage 1: Get started (20 years before retirement) with David John

    Just the thought of retirement planning can be daunting for many, so getting started is often the hardest step. Individuals not only have to overcome financial issues, but also psychological barriers. David John (Senior Strategic Policy Advisor, AARP Public Policy Institute) describes the challenges people face and the approaches for a successful retirement. Later in the show, we take you through the first stage of retirement planning, identifying the minimum, successful and exceptional standards.  

    • 1 hr 5 min
    The Retirement Life Cycle – The financial stages in planning for Life Two with Jonathan Clements

    The Retirement Life Cycle – The financial stages in planning for Life Two with Jonathan Clements

    Retirement, or what we call Life Two, is one of life’s biggest expenses, and with people working and living longer, traditional retirement planning is becoming more costly and complicated. Jonathan Clements (former personal finance columnist for The Wall Street Journal) draws on his experience and observations to tell us what goes into a good retirement plan, and later in the show, we break down an individual's five financial stages and determine where you are in your retirement planning.

    • 1 hr 8 min

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