"Unretired" & Inspired - A Retirement Planning Podcast

Caleb and Riley are on a quest for The Holy Grail of retirement - that is, the ability to maximize spending in a way that is sustainable without any uncomfortable changes, no matter how long you live.   Learn more about: Accumulation vs Deaccumulation How does inflation and future tax rates factor in to your retirement planning Sequence of Return Risk and what volatile market performances can do t...

Caleb and Riley are talking about what to do in the middle of a global crisis. It may be your instinct to try to adjust your investment strategies as a crisis emerges, but is it the best course of action? Learn more about: What to do with your investment strategy in times of uncertainty How people react to these market dips and how panic often drives it History of average market declines after maj...

Caleb and Riley are looking at successful retirement and your portfolio performance. While we know portfolio success is measured by rate of return, not many people understand the actual concept of rate of return. Learn more about: Understanding the difference between Accumulators (wealth builders) and Decumulators (retirees) Why performance is not a good measure of success and how people incorrect...

Caleb and Riley are discussing what the game of chess can teach us about preparing for retirement. Chess can offer some wonderful insights into preparing our savings in a way that allows us to squeeze the most out of retirement income. Understanding the rules of the game and focusing on what you can control are two key parts of a winning retirement strategy. Learn more about: - Putting the right p...

Caleb and Riley are looking at a wide range of resources examining behavioral finance and how it can impact your retirement. We all have cognitive biases that can manifest in our investing, and it is important to remove those emotions. The sensible approach to investing for retirement should look to eliminate behavioral bias and make decisions with a data driven algorithmic strategy. Learn more ab...

How early is too early to start planning retirement? Should someone in their thirties look to work with a Retirement Advisor? Caleb and Riley of InvestorDNA are asking which decades in your life make the most sense to work with a Retirement Advisor and what the process may look like from decade to decade. Learn more about how to make your retirement planning more efficient and save you on taxes. L...

Where did the idea of retirement come from and what is the best reason to retire? In this episode of Awe-Inspired and Retired, Caleb and Riley are sharing more about the history of retirement, and the disadvantages of a forced retirement versus planning retirement with purpose. Learn more about: - The origin and purpose of retirement in Ancient Rome - Otto Van Bismarck - How increased life expecta...

Welcome to Awe-Inspired and Retired! In this first episode, Caleb and Riley are sharing more about the purpose of the podcast and the importance of knowing how to retire. Why don't more people know how to approach retirement? Shifting your mindset from accumulation to deaccumulation and having the right personal retirement plan are pivotal to executing retirement effectively. Learn more about: - A...

Welcome to Awe-Inspired and Retired! Caleb Miller and Riley Anderson of InvestorDNA are helping you understand how to plan for retirement, how to work with a Financial Advisor, finding purpose after retiring, and other retirement tips along the way. Be sure to rate and subscribe to Awe-Inspired and Retired on Apple Podcasts, Spotify, or wherever you listen for new episodes every week. Hosted by Ca...