The Pursuit of Retirement: Recent Episodes
Retirement By Design
Get to know Shawn from the Retirement by Design team, while we ask him a few questions about himself!
Shawn and Amber tackle the subject that many Canadians are asking us, what should I consider before I decide to retire? What age benefits me? Find out some interesting statistics and some of the pros and cons of waiting.
Dive in with us, while we ask Brian Hamilton of Kin Vineyards all about the vines, grapes, terroir and the Ottawa valley wine region.
Get to know Weldon from the Retirement by Design team, while we ask him a few questions about himself!
Listen in, while we chat with Randy Little about the teaming approach and how it can be the key to success!
Get to know Oskar from the Retirement by Design team, while we ask him a few questions about himself!
Get to know Amber from the Retirement by Design team, while we ask her a few questions about herself!
Get to know Fred from the Retirement by Design team, as we ask him a few questions about himself!
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with Retirement by Design team member Gabriella Vasconcelos. He is answering some of the most frequently asked questions!
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with Keita Demming.
Keita Demming (PhD) completed his PhD at the University of Toronto and now serves as the Head of Innovation and Development at The Covenant Group (TCG). At TCG, our mission is to educate and coach entrepreneurs, and organizations. Our passion is to enable organizations to achieve and sustain peak performance, as they define it.
At TCG, Keita and his team have built an online coaching platform that acts as a virtual coach for entrepreneurs and business builders. When he is not building new products for the emerging future, Keita helps organizations identify and implement plausible innovation opportunities.
He transforms companies into places and spaces that are idea-driven and people-centred. These companies foster cultures that embrace design, accountability, foresight, strategy, and innovation. High performing organizations have highly engaged and effective employees. They are wonderful places to work, play, and belong.
You can also visit Keita’s podcast, Disruptive Conversations, where he unpacks how people who are working to disrupt a sector or system think.
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Keita Demming
www.linkedin.com/in/kdemming/
www.covenantgroup.com
keita@covenantgroup.com
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with Ryan Reader, Ryan Reader is a IPTPA certified instructor coming from a background in collegiate tennis in the Eastern Oregon area. Before joining The Pickleball Academy of Southwest Florida, Ryan was teaching pickleball on the east coast of Florida and enjoying great success helping pickleball athletes accomplish their goals, while increasing and enhancing their pickleball court and tournament skills. As a Team Engage sponsored athlete, Ryan proudly supports the pickleball community by participating in numerous pro exhibition matches and providing free clinics for our youth and newbies to the sport. In his spare time, Ryan enjoys spending time with his family, Britton and their children Zayn and Ellie.
For Lessons With Ryan:
: (239) 823-6085
: ryan@pickleballswfl.com
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with Lorraine Mastersmith Lorraine Mastersmith, a partner, and Head of the Business Law Department in Gowling WLG’s Ottawa office as well as owner and operator with her husband of Kin Vineyards in Carp, ON.
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Web: www.kinvineyards.com
Facebook, Twitter, and Instagram Handles:
Facebook Link: www.facebook.com/kinvineyards/
Twitter Link: twitter.com/kinvineyards
Instagram Link: @kin_vineyards
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with author Mike Drak to talk about his recent book "Retirement Heaven or Hell" and shares some incredible lessons he has learned since retiring. Find out how Mike ended up in “Retirement Hell”, the benefits of working part-time in retirement and the importance of maintaining your health in retirement.
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Mike Drak
Follow his journey on instagram:
https://www.instagram.com/becomingironmike/
Books can be found on Amazon, Chapters and most popular book retailers:
• Retirement Heaven or Hell
• Victory Lap Retirement (2nd Ed.)
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
A conversation between Joshua Han of RGP Investments to highlight some timely information and debunk some myths about responsible investing.
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
A conversation with Isabella and Annette of Best Doctors to highlight some important information about their program. We are joined by a guest who has seen the impact and value of their program.
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Best Doctors Website : https://bestdoctors.com/canada/
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Christian Brunet (Links below!) explains some of the do's and don'ts for funerals and the benefits to getting advice in advance. He addresses the most common questions and pitfalls.
Some important links!
Check out his website:
www.brunetfuneralhome.ca
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Ryan Ricci (Links below!) tells us some top health tips and the benefits to shifting your nutrition to plant-based or vegan. He addresses the most common questions he gets about soy, protein and even "junk-food vegans"!
Some important links!
Ryan Ricci can be reached at the following:
Check out his Instagram!
https://www.instagram.com/fitcoach.ryan/
Check out the facebook group he highlights in this episode: https://www.facebook.com/groups/theVFCCommunity
His website and his email:
www.theveganfitcollective.com
ryan@theveganfitcollective.com
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with Michael Maidment Ottawa Regional Cancer Foundation President and Chief Executive Officer to talk about volunteering and legacy giving as part of a retirement plan!
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Web: www.ottawacancer.ca
Facebook, Twitter, and Instagram Handles: @OttawaCancer
Facebook Link: www.facebook.com/ottawacancer
Twitter Link: www.twitter.com/ottawacancer
Instagram Link: www.instagram.com/ottawacancer
LinkedIn Link: www.linkedin.com/company/ottawacancer
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, we welcome Phil Marsh Regional Manager/Event Manager Running Room, 35 year coaching experience with Olympic, Paralympic and Special Olympic athletes, Paralympic guide runner, NHFI, CHFI Board Member.
Topics include:
Top tips
Injury Prevention
Outlook on the future of running, fitness, running events
Listen in!
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with Laura Seanor Sales Representative with RE/MAX Hallmark Realty Group to talk about important things to consider when it comes to real estate and how it relates to a retirement plan. They talk about downsizing, moving to the city, flipping homes and lifestyle decisions.
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Laura Seanor :
Web: www.ottawalaura.com/
Facebook Link: www.facebook.com/OttawaLaura/
Phone : (613)563-1155
Email: laura@ottawalaura.com
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is in conversation with golf pro Dave Kalil who teaches at The Ottawa Hunt and Golf Club - to discuss golf in retirement!
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Dave's Website: http://www.ottawagolfcoach.com/
Dave's Facebook Page: https://www.facebook.com/dave.kalil
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is discussing some important lessons in longevity with expert Jennifer Moir from AGEWELL solutions. Hear Jennifer answer some of your questions about aging well which include some interesting topics worth mentioning! Are you thinking about downsizing or "rightsizing", learning to practice attitude and gratitude along with facing some of the challenges when creating the right plan for you? Jennifer goes through her top 5 lessons in this episode!
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
shawn.bellefeuille@dfsin.ca
www.retirement-bydesign.com
613-829-8855 x236
Jennifer Moir
AGEWELL Solutions
www.agewellsolutions.ca
info@agewellsolutions.ca
613-277-6449
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.