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The Retirement Income Wisdom Podcast

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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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show series
 
Retirement brings both challenges and opportunities. Our guests on this retirement podcast this year have shared their insights on many of them including: What attitude will you choose to bring to your retirement? What could you say No to so you can say Yes to more important things? How could your retirement be enhanced by being kinder – to yoursel…
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Some things are not as easy as you may think. And discerning the right Medicare choices for you is one of those things. When preparing to enroll in Medicare, or evaluating your coverage, it pays to look past the commercials, do your homework – and to read the fine print. When I researched Medicare in 2022, I engaged Diane Omdahl and her service 65 …
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There’s more to life besides work people tell me. Cultivating outside interests and hobbies can enhance your satisfaction and prepare you for a satisfying life in retirement. Our guest today is a semi-retired attorney whose hobbies prepared him for a second act as an author. You don’t need to be an attorney or aspire to be a novelist to heed his ad…
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Watching my favorite NBA team in playoff games in two different cities last week demonstrated that the second half is often quite different than the first half. The same applies to life. Your perspective, priorities and needs are likely to be different in your second half. Our guest today, James Hazelwood, offers a point of view on the second half …
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The population of Americans age 65 and older is on track to double between 2010 and 2040. And that’s leading to increased investments in innovative solutions to serve the needs of older adults, in areas including healthcare and wellness, financial services, senior housing, social connectivity and caregiving. Abby Miller Levy, of Primetime Partners,…
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Is there more to wellness than a healthy diet? Dr. Alona Pulde and Dr. Matthew Lederman’s new book Wellness to Wonderful is down-to-earth with relatable guidance and practical advice for a healthy and vibrant life. Drs. Pulde and Lederman bring the book’s principles to life in WeHeal, a virtual healthcare model built on their book’s nine fundamenta…
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Is there a pivot in your future? Perhaps you’re considering – or going through – retirement, semi-retirement, a second career or a major life transition. All of these entail getting unstuck and skillfully navigating a transition. Joanne Lipman, author of NEXT! The Power of Reinvention in Life and Work, interviewed people who have successfully steer…
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Getting older is something to celebrate according to today’s guest Cathleen Toomey, of the RiverWoods Group. But there are also realties to plan ahead for and adjust to along the way. You’ll want to do your homework and get sound advice so you’re well-educated on the options available for you to consider. And if you’re planning to age in place, you…
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Are you kinder to others than you are to yourself? Dr. Kristen Neff is a leading researcher on self-compassion. She shares with us the multitude of benefits of self-compassion and how to learn the skill of being kinder to ourselves – and turn your inner critic into an inner ally. Kristin Neff joins us from Austin, Texas. ___________________________…
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Have you ever worked on being more mindful? It takes practice and patience. But mindfulness may help you age wisely. Berit Lewis, author of Ageing Upwards: A Mindfulness-based Framework for the Longevity Revolution, believes so. In her view, “Ageing isn’t about decline. It’s about transition.” Listen in for how mindfulness can enhance your life in …
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If you’re planning for retirement, are you planning for longevity? And not just from a financial perspective. Be intentional about planning how you’ll live your long life. Don’t settle. Award-winning product designer Ayse Birsel joins us to share her insights and creative design thinking tools that can help you design your life to be full of love, …
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Retiring? You could just wing it… But why not be intentional – and design your new life in retirement? Join our Group Program starting April 12th – Learn more here – Early Bird Pricing ends 3/27. ________________________ Spring is here and travel plans are in full swing. Where are you headed in the months ahead? Before you finalize your packing lis…
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You could just wing it… But why not be intentional – and design your new life in retirement? Join our Group Program starting April 12th – Learn more here – Early Bird Pricing ends 3/27. __________________________ Are you a grandparent or is that potentially in your future? According to The Economist, grandparents comprise 20% of the world’s populat…
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Ready to Design Your New Life in Retirement? Join our Group Program starting in April – Learn more here __________________________ Healthy aging and positive aging are topics you’ll want to learn more about as you’re planning for retirement. Dr. Rosanne Leipzig, author of Honest Aging: An Insider’s Guide to the Second Half of Life, highlights what …
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If you’re listening to this podcast, the question of what’s next is probably on your mind. Here’s a helpful way to think about it. Some see life as a three-act play. Act One is birth through your twenties, Act Two is your 30s until age 60, which is often your most productive period professionally and for many raising a family. And then, there’s a T…
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Is it still possible to get in the best shape of your life? Joan MacDonald says yes. Five years ago, at 70, she wasn’t and was dealing with multiple heath challenges. But a dare from her daughter Michelle, a personal trainer, to train with her set her on a path toward fitness. Now 75, Joan is in a dramatically different place – much happier, health…
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Work provides a central sense of purpose for many people. What happens when you leave the arena of full-time work? What will be your new purpose? Jet Vertz is the author of Purpose Driven Retirement: Generating a Purpose Driven Bucket List. As a retiree, he’s learned that your new purpose isn’t likely to come from one thing, but from three areas of…
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Enrollment for my Design Your New Life in Retirement April Group is Open – Learn more __________________________ Planning for retirement? You’ll need more than a vision for a great retirement. Start by honing your version of the good life. And you don’t need to wait until you retire. Start living your version of the good life now. Emily Austin, Pro…
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Enrollment for my Design Your New Life in Retirement April Group is Open – Learn more __________________________ Sometimes it’s a good idea to get back to basics. A good place is start is sleep. That’s because better sleep has a myriad of positive benefits. But there are a lot of things these days that can get in the way of better sleep. Dr. Frank …
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Enrollment for my Design Your New Life in Retirement April Group is Open – Learn more When I talk with new clients about their hopes for their retirement, many say “I just want to retire happy.” But when we explore what that means and what it will take to retire happy, it becomes clear that it’s quite different for everyone. For some, it seems that…
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Enrollment for my Design Your New Life in Retirement April Group is Open – Learn more ________________________ The SECURE 2.0 Act of 2022 brings sweeping changes to retirement savings plans, with benefits for people planning and investing for retirement – and for retirees as well. Pam Krueger, CEO of Wealthramp explains, and also offers her take on…
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Enrollment for the Design Your New Life in Retirement April Group is Open Learn more ________________________ There’s a trap many people discover when they transition to retirement: saying yes to0 soon or too often. The problem? Your hard-earned freedom can be squeezed by commitments to other people’s needs, not your true priorities. Natalie Lue di…
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Enrollment for the Design Your New Life in Retirement April Group is Open Learn more _________________________ Many people are planning on aging in place. But is aging in place an adequate strategy as your needs evolve? Lisa Cini believes you can think bigger and design your living space to enable you to be thriving in place. Leveraging emerging te…
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The second half of life presents a crucial choice. Will you live in Crescendo – or it’s opposite Diminuendo? Cynthia Covey Haller joins us to discuss the new book she co-authored with her father, the late Stephen Covey – Live Life in Crescendo: Your Most Important Work Is Always Ahead of You. The 7 Habits of Highly Effective People by Stephen Covey…
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Enrollment for the Design Your New Life in Retirement April Group is Open Learn more ________________________ I’ve been discussing with my clients recently what they’d like to do more of and less of in this year. A common theme? More fun. Sometimes our work persona can dull our sense of play and fun. Mike Rucker, PhD joins us to discuss his new boo…
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