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The Retirement Income Wisdom Podcast

Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P

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Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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Thinking of retiring? Start here with our Best Books on Retirement summaries. _____________________ Before we move on to a new season of the podcast, let’s catch up on our best conversations with a question in mind: Which one of these retirement lessons can I apply in 2025? Click the links below for the full conversations: How Not to Age – Dr. Mich…
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Make 2025 your year! Free 2-part Workshop to build 3 new habits January 3 and 10th – 12 Noon Eastern – 1 hour via Zoom Sign Up here _________________________ While we focus on the non-financial aspects of retirement here, your money clearly matters. With a new year around the corner we check back in with economist Larry Kotlikoff, author of Money M…
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Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th – 12 Noon Eastern – 1 hour via Zoom Sign Up here _______________________ As the year winds down, it’s time to reflect – and look ahead. Carol Orsborn, author of the new book Spiritual Aging: Weekly Reflections for Embracing Life, explains why it’s a wise …
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Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th – 12 Noon Eastern – 1 hour via Zoom Sign Up here _______________________ It’s a great time of year to slow down. But what about next year? Is it time for slow living? Stephanie O’Dea, author of Slow Living: Cultivating a Life of Purpose in a Hustle-Driven…
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It’s time to catch up on any of our best podcast conversations you may have missed this fall. Listen to any of the full podcast conversations below: Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz The Art of the Interesting – Lorraine Besser, PhD Passion and Purpose – Jim Ansara How to Retire – Christine Be…
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Retiring? Don’t drift into the lazy river. Design Your New (active and interesting) Life. Learn More _______________________ In days gone by, people used to think they were done – and headed off to retirement. Not any more. Now, the questions to ask yourself are what’s my potential for the likely decades that lie ahead? And how can I live well – an…
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It’s Thanksgiving here in the US. And there’s always a lot we can be grateful for – if we’re paying attention. This Best Of episode spins through a few of our guests who shared their experiences, insights and wisdom about gratitude. Often they found gratitude to be extremely valuable in times of adversity in their lives. I think they just might ins…
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Is 2025 your year? Join our Design Your New Life in Retirement Program – two new groups start in January. Early registration discount ends November 30th | Only a few spots left. Learn more ______________________ When you’re retiring, you think of what you’re leaving. Your work. Your paycheck. Your office. Your colleagues. But what’s next? There are…
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Your retirement? You could wing it, but that’s not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ To retire or to work longer? There’s another option that may be just right for you – semi-retirement. We catch up with Liz Weston, who retired from Nerd…
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Take Charge of Your Future. Imagine Possibilities with Design Thinking – and Test Them. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ Getting older brings questions. Debra Whitman, PhD, the Chief Public Policy Officer for AARP, had questions, too. Her research led her to wr…
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Is it time to work on what you’ll be retiring to? Join our upcoming Designing Your New Life Group Program Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET) starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants. Don’t miss your chance to join at a discounted rate. Kick off 2025 with a supportive communi…
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What’s Next? Get in front of your life in retirement. Early Bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Ava…
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Early bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants, and o…
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Design Your Future. Embrace Your Freedom. Early Bird discounted registration is now open for our next Designing Your New Life Group Program – with a Thursday group and a Friday group beginning in January. Each group is limited to 10 participants and only four spots are still open in each group. Learn more ____________________ Who wouldn’t sign up f…
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A study by Stanford and Encore.org found that the majority of older adults want to give back in some way. Jim Ansara, an AARP 2024 Purpose Prize winner, is making a big difference in his retirement with his organization Build Health International. How might you redirect your skills and experience to make a difference? Jim Ansara joins us from Bever…
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What’s the future of aging – and how could it impact your healthspan and longevity? Lauren Dunning of the Milken Institute shares her insights on this topic and key trends in innovative housing options and technology for older adults. Lauren Dunning joins us from Santa Monica, California. ________________ Bio Lauren Dunning is a director on the Fut…
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There’s a lot more to retirement than financial planning. If you’re planning for retirement and thinking about how to retire, you’ll need to consider both sides of the equation. The new book by Christine Benz, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, leverages insights from 20 experts on the financial and non-finan…
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A lot changes when you retire. That can be daunting, but it also presents valuable opportunities. It gives you a window to recreate a new approach to life now that you’ll have the time and freedom to pursue what you’d like to do. Teresa Amabile, co-author of the new book Retiring: Creating a Life That Works for You, joins us to discuss the key less…
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It’s time to look back at our best podcast conversations from earlier this year. We’ve covered smart moves you can make to optimize your physical and cognitive health and longevity; how a Life Calculator can give you a wake up call and stop you from procrastinating, and why more people are rejecting the idea of a traditional retirement – and choosi…
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What constitutes a good life? Marc Schulz, co-author of The Good Life: Lessons from the World’s Longest Scientific Study of Happiness, highlights useful insights from the Harvard Study of Adult Development, which has been running for over eight decades. You’ll hear advice you can use in building your good life. Marc Schulz joins us from Bryn Mawr, …
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What’s that sound? Our guest today explains that it’s the retirement savings bomb ticking louder. Listen in and get smarter about RMDs, Roth IRAs – and the tax bomb that’s ticking louder for you. Ed Slott joins us from New York. _______________________ Bio Ed Slott is the author of The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unneces…
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Make no mistake. There’s a lot you can’t control about your retirement. The economy. The markets. That neighbor. But there is something you can control that will make a big difference in your quality of life. Your mindset. Michael O’Brien shares his compelling story and how he learned how to prevent bad moments from turning into bad days. Michael O…
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Retiring right requires a smart strategy. And if you didn’t get started early in your retirement planning, the second best time to start is now. Rick Atkinson, Founder & President of RA Retirement Advisors in Toronto, shares his insights and advice. ___________________________ It’s Back to School time. Here’s your reading list to peruse: Best Books…
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Time to take charge of your future? Design Your New Life in Retirement ________________________ Transitioning to retirement comes with challenges. And what if you love the work you’re retiring from? That makes it harder. Our guest today, Cathy Bishop-Clark shares her experiences in transitioning to retirement – and why you’ll want to have a retirem…
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Check our Best Books for Retirement ________________________ Have you considered phased retirement? Most working people dream about that day when they’ll ride off into the sunset and into retirement. But a full stop retirement isn’t for everyone. It can make the transition to retirement quite challenging. Many people are choosing insread to glide i…
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