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Your Retirement Planning Simplified

May 5, 2022

Most traditional retirement plans in the past were created by making a projection that has taken into account assumptions around inflation, rates of return, and longevity and putting it all together to see if there is money left over to last you the remainder of your life. Although this is a good starting point, it...


Apr 21, 2022

It's one thing to know what the risks of retirement are as far as your income planning goes, but knowing what to do about those risks and how to handle them is what counts. That's where retirement income strategies come in. In this episode, I will be sharing several types of retirement income strategies so you can find...


Apr 7, 2022

Today we are joined by Kaz Nesbitt, CPA, CA, who is the Senior Manager at Grant Thornton. Kaz helps business owners and high net worth individuals save thousands of dollars by structuring their succession plans, estate plans and compensation strategies in a tax-efficient manner to maximize wealth. In this episode, Kaz...


Mar 24, 2022

Unexpected healthcare costs can be one of the biggest expenses a retiree can face. Similar to how we cannot predict how long we are going to live, we cannot predict when an accident is going to happen. So, how do we prepare financially for the risk of healthcare expenses? In this episode, I will be sharing how to...


Mar 10, 2022

Clients often ask me how to know when they have enough money set aside to take all risk off the table in their investments. Unfortunately, there is no easy answer. You cannot take risk off the table, as inflation is constantly happening. However, there are ways to minimize your risk. So, in this episode, I will be...