"Best of" Retirement and Well Being: The Psychology Behind the Plan

Join us for a special Best of More Than Money episode. To kick things off, Leanna and Rob walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security.

Next, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement.

Then, Faisal and Rob ask an important question; are we overestimating how long we’ll truly enjoy the best years of retirement? To explore that, they’re joined by Dan Haylett UK-based retirement transition coach, who breaks down the concept of the “good years” and how it should shape your planning decisions.

To wrap up the show, Dave and Leanna talk about how stress is showing up in retirement. From headlines and market volatility, to ongoing uncertainty, they explore how these pressures are affecting the retirement experience for many Canadians.

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