Oct 26, 2023
Joe and Lindsay examine the little-discussed sequence of inflation risk. While most people plan for retirement with a fixed, average inflation rate, it’s important to consider the sequence in which inflation rates fluctuate over time.
Drawing from the insightful article “How Sequence-Of-Inflation Risk Impacts...
Oct 19, 2023
In this engaging podcast conversation, Jen Johnstone (Executive Director) and Sarah Cook (Education Program Supervisor) from the Peterborough and Area Alzheimer’s Society shed light on the challenges retirees face when providing care for loved ones with Alzheimer's.
Drawing from their extensive experience, they...
Oct 12, 2023
Join us for an in-depth look at the ins and outs of RRSPs (Registered Retirement Savings Plans). You'll hear why some individuals regret investing in RRSPs due to the taxes they face during withdrawals and gain valuable insights into the advantages these plans offer.
From tax deductions to tax-deferred growth, learn...
Oct 5, 2023
Joe and Lindsay dive into the concept of a "retirement dress rehearsal.” Doing a dry run of retirement leads to a smooth retirement transition and prior planning prevents poor performance!
They stress the significance of understanding your cash flow needs in the year or two before retiring. They guide you through the...
Oct 2, 2023
Joe Curry (CFP, Retirement Planning Simplified) and Regan Schiller (CFP, Your Canadian Retirement Specialist) examine the intricacies of optimizing retirement income by strategically withdrawing funds from Registered Retirement Income Funds (RRIFs) and other retirement accounts. They explore the benefits of taking early...