Retiring Canada
By Michael Isbister, CFP®
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Category: Self-Improvement
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Episodes: 70
Description
Retirement planning strategies for Canadians delivered in plain English.
| Episode | Date |
|---|---|
|
EP 68 - Prepare Your Retirement Portfolio for the Next Crash
|
Dec 09, 2025 |
|
EP 67 - Top 5 Tax Strategies for Wealthy Canadians
|
Nov 25, 2025 |
|
EP 66 - Divesting Your Real Estate Portfolio in Retirement
|
Nov 11, 2025 |
|
EP 65 - Retirement Portfolio Construction
|
Oct 28, 2025 |
|
EP 64 - Our New Client First Year
|
Oct 14, 2025 |
|
EP 63 - FRP Step # 5 - Estate Planning
|
Sep 30, 2025 |
|
EP 62 - FRP Step # 4 - Health Care Planning
|
Sep 16, 2025 |
|
EP 61 - FRP Step # 3 - Tax Planning
|
Sep 02, 2025 |
|
EP 60 - FRP Step # 2 - Income Planning
|
Aug 19, 2025 |
|
EP 59 - FRP Step # 1 - Investment Allocation
|
Aug 05, 2025 |
|
EP 58 - Maximize Retirement by Minimizing Cash Drag
|
Jul 22, 2025 |
|
EP 57 - Gifting Money to Family in Retirement
|
Jul 08, 2025 |
|
EP 56 - PROs & CONs to DIY Investing in Retirement
|
Jun 24, 2025 |
|
EP 55 - High Investment Fees Destroy your Retirement
|
Jun 10, 2025 |
|
EP 54 - The $3 Million TFSA Retirement Strategy
|
May 27, 2025 |
|
EP 53 - Scam’s to Watch out for in Retirement
|
May 13, 2025 |
|
EP 52 - Are your Retirement Assets Exposed to US Estate Tax?
|
Apr 29, 2025 |
|
EP 51 - Does Your Will Align With Your Intent?
|
Apr 15, 2025 |
|
EP 50 - Retiring in Uncertain Times
|
Apr 01, 2025 |
|
EP 49 - Reduce Retirement Income Risk with Prudent Financial Planning.
|
Mar 18, 2025 |
|
EP 48 - When One Spouse Handles the Finances
|
Mar 04, 2025 |
|
EP 47 - Over Saving in Retirement Accounts
|
Feb 18, 2025 |
|
EP 46 - Entering Retirement with a Stock Portfolio
|
Feb 04, 2025 |
|
EP 45 - Managing Taxes from Multiple Streams of Income
|
Jan 21, 2025 |
|
EP 44 - Tax Wise Decumulation in Retirement
|
Jan 07, 2025 |
|
Christmas Episode – The Fundamental Retirement Plan (Re-Run)
|
Dec 24, 2024 |
|
EP 43 - Reasons to Delay Government Pensions
|
Dec 10, 2024 |
|
EP 42 - Downsizing in Retirement
|
Nov 26, 2024 |
|
EP 41 - The Value of Personalized Retirement Advice
|
Nov 12, 2024 |
|
EP 40 - 5 Mistakes to Avoid in Your First Year of Retirement
|
Oct 29, 2024 |
|
EP 39 - Retirements Biggest Threat
|
Oct 15, 2024 |
|
EP 38 - Year End Tax Planning for Retirees
|
Oct 01, 2024 |
|
EP 37 - Financial Freedom - Finding your Balance
|
Sep 17, 2024 |
|
EP 36 - Calculating Your Retirement Income
|
Sep 03, 2024 |
|
EP 35 - Elections & Your Money
|
Aug 20, 2024 |
|
EP 34 - Big Tax Vs Little Tax
|
Aug 06, 2024 |
|
EP 33 - Tax Efficient Investment Placement
|
Jul 23, 2024 |
|
EP 32 - Typical Investor Vs Transformed Investor
|
Jul 09, 2024 |
|
EP 31 - How to Destroy Your Retirement
|
Jun 25, 2024 |
|
EP 30 - Retirement Planning Fundamentals
|
Jun 13, 2024 |
|
EP 29 – 15 Retirement Mistakes You Will Regret
|
May 28, 2024 |
|
EP 28 - 10 Questions to Ask When Hiring an Advisor
|
May 14, 2024 |
|
EP 27 - Advanced Tax planning for Couples with over $500,000
|
Apr 30, 2024 |
|
EP 26 - Tax-Wise Retirement: Unveiling Non-Registered Accounts
|
Apr 16, 2024 |
|
EP 25 - I’m paying my advisor HOW much?!
|
Apr 02, 2024 |
|
EP 24 - Understanding Alternative Investments
|
Mar 19, 2024 |
|
EP 23 - Beneficiary Designations – Avoid This!
|
Mar 05, 2024 |
|
EP 22 - Make your Retirement Plan (Almost) Indestructible
|
Feb 20, 2024 |
|
EP 21 - Get Organized BEFORE You Retire.
|
Feb 06, 2024 |
|
EP 20 - Being the Executor of a Will
|
Jan 23, 2024 |
|
EP 19 - Inheritance Planning - 7 Crucial Steps
|
Jan 09, 2024 |
|
EP 18 - Navigating Retirement - Integrating Emotional Well-Being with Smart Financial Decisions
|
Dec 28, 2023 |
|
EP 17 - Help Your Kids Buy Their First Home
|
Dec 12, 2023 |
|
EP 16 - Pension Style Investing – The Route To Better Overall Investor Satisfaction
|
Nov 28, 2023 |
|
EP 15 - Keep CRA Out Of Your Pocket – How to Mitigate OAS Clawbacks
|
Nov 14, 2023 |
|
EP 14 - Don’t Let Your Retirement Hit The Ditch - Retirement Income Guardrail
|
Oct 31, 2023 |
|
EP 13 - Joint Ownership – Is it worth the headache?
|
Oct 17, 2023 |
|
EP 12 - Get Started - Evaluate Working With Us
|
Oct 03, 2023 |
|
EP 11 - Financial Profanity - B*dget
|
Sep 19, 2023 |
|
EP 10 - Losing a Loved One - Next Steps
|
Sep 05, 2023 |
|
EP 9 - Top 5 Retirement Income Strategies
|
Aug 22, 2023 |
|
EP 8 - Opening An Education Saving Plan For Your Grandchildren
|
Aug 08, 2023 |
|
EP 7 - 5 Years & Counting - Checklist For Pre-Retirees
|
Jul 25, 2023 |
|
EP 6 - Not Enough Money To Retire - Understanding Your Options
|
Jul 11, 2023 |
|
EP 5 - Retiring From A Crown Corporation in Saskatchewan
|
Jun 27, 2023 |
|
EP 4 - “One Page” Financial Plan - The Truth
|
Jun 13, 2023 |
|
EP 3 - Tell Me - Who Gets The Family Cabin?
|
May 30, 2023 |
|
EP 2 - Stepchildren - How To Prevent Disinheritance
|
May 16, 2023 |
|
EP 1 - Don’t Make THIS Mistake With Your TFSA
|
May 02, 2023 |
|
Trailer
|
Dec 20, 2021 |