Jun 29, 2023
In this episode, we dive into the popular topic of the 4% rule and its relevance toretirement planning. Wediscuss how the 4% rule is a safe withdrawal rate ratherthan a prediction of investment returns, emphasizing its purpose in ensuringfinancial security in the worst-case scenarios.
Read the full show notes and find...
Jun 15, 2023
Join Certified Financial Planners, Joe Curry (Retirement Planning Simplified) and Freeman Linde (Retire Mentorship), as they explore “The Four Horsemen” and their impact on your financial success in retirement.
Read the full show notes and find more information here: Ep # 42 Show...
Jun 5, 2023
If you’re feeling frustrated and overwhelmed by the complexity of CPP and OAS timing and the lack of customized strategies to help you achieve smarter retirement planning, then you are not alone!
Read the full show notes and find more information here: FF Ep 2 Show Notes
Jun 1, 2023
This episode discusses the importance of equity and inclusivity in financial planning. We also look at the unique needs and challenges faced by the theLGBTQ+ community regarding retirement planning and financial management. Laura stresses the value of tailoring advice to each client's needs to create trust,...