Awe-Inspired and Retired - A Retirement Planning Podcast Caleb Miller, Riley Anderson

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.

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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

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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 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.

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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

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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 retirement. For Tom, a thriving retirement is one where you have found the answer to ‘the three likes’.


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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

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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 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.

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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

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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 a rare window into the intimate challenges and joys of couples fiercely committed to thriving and evolving in long-term partnerships, especially while aging.

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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
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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, 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.

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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

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