10 MAY 2021 · 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.

17 MAY 2021 · 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.

25 MAY 2021 · 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.

1 JUN 2021 · 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.

8 JUN 2021 · 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.

16 JUN 2021 · 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.

22 JUN 2021 · 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.

26 JUN 2021 · 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.

6 JUL 2021 · A conversation with 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 retirementby.design 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.

14 OCT 2021 · 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.