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

Meet Caleb and Riley
Book a Call

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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

Meet Caleb and Riley
Book a Call

Subscribe on Apple Podcasts
Subscribe on Spotify
Subscribe on Google Podcasts

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

Subscribe on Apple Podcasts
Subscribe on Spotify
Subscribe on Google Podcasts