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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
 
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…
 
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…
 
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 …
 
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…
 
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…
 
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…
 
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…
 
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 …
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
Retire like your neighbor? Didn’t think so. Why not Design Your Retirement? Group programs start January 20th | Early Bird Pricing ends December 31 | Learn more here _____________________ What should be on your retirement planning list for the new year ahead? Joe Allaria, CFP joins us to share his retirement planning insights. We discuss: What shou…
 
Wishing everyone Happy Holidays and a happy and healthy New Year. _________________________ Retire like your neighbor? Not for you. Why not Design Your Retirement? Group programs start January 20th | Early Bird Pricing ends December 31 | Learn more here ________________________ Freedom is a wonderful thing. It gives you the space to do more, explor…
 
Wishing everyone Happy Holidays and a healthy New Year. _________________________ You could wing it… but why not Design Your Retirement Early Bird Pricing ends December 31. | Learn more here __________________________ I’m grateful for the guests who joined us on my retirement podcast to share their wisdom in the fourth quarter of 2022. If you misse…
 
Design Your Retirement – Take charge of your future with our small group coaching program starting in January. Limited to 10 participants. | Early Bird Pricing ends in December. |Learn more here __________________________ “…the solution to happiness or satisfaction is not actually being time rich, it’s about making the time that you have rich.” – C…
 
Design Your Retirement – Take charge of your next phase with my small group coaching program. Two new groups are starting in January 2023 – Limited to 10 participants. – Early Bird Pricing ends in December. More info and registration here _________________________ Have your retirement plans changed? Well, a lot has changed about retirement over the…
 
Design Your Retirement Don’t be a drifter. Be intentional about your next phase. Invest in your future with my small group coaching program. Two new groups starting in January 2023 – Limited to 10 participants More info and registration here Questions? Leave a voice message here _________________________ Retiring from full-time work? Congratulation…
 
Retire? My guest today has a phrase that better captures this phase of life than the word retirement: The Vintage Years. So how are you planning for your vintage years? Dr. Francine Toder joins us to discuss how to do so with your brain in mind. And that means including novelty, complexity and problem-solving into your day-to-day life. Taking up an…
 
Are you ready for the new retirement? The old-fashioned “full-stop” retirement simply doesn’t work for everyone. For many people, to retire happy, it includes some form of work – on your own terms. In a hybrid retirement, work – paid or unpaid – can provide meaning, connection, purpose, fulfillment – and some income. There are more options availabl…
 
The Wizard of Oz is one of the most watched films of all time. Look closely and you’ll see that it contains valuable life lessons for any stage of life, including retirement. Peter Guzzardi joins us to discuss his book, Emeralds of Oz: Life Lessons from Over the Rainbow, which details nine Emeralds of Wisdom, along with 52 life lessons. He joins us…
 
Planning for retirement? You need to also plan for your longevity. And your lifestyle choices will play be a big role in your longevity and satisfaction in retirement. Mike Drak, author of the new book Longevity Lifestyle by Design, returns to The Retirement Wisdom Podcast for an enlightening conversation on how to upgrade your retirement planning.…
 
A lot changes when you retire, including your social connectivity. Dr. Marisa G. Franco, author of Platonic: How the Science of Attachment Can Help You Make–and Keep—Friends, has research-based advice on making new friends as an adult, and creating new connections. _________________________ Delaying retirement? Many of my clients are. But they’re u…
 
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