The decision of when to begin receiving Canada Pension Plan (CPP) benefits can have a huge impact on your retirement income plan. In this video, I walk through the CPP benefit at a high level, and talk about the factors that weigh on the decision of when to begin drawing your CPP.
In this video series, Jason and I talk about several estate planning issues facing soon-to-be retirees. Topics include passing down a family cottage, things to consider with second marriages, and how to properly give gifts and loans to your children.
In this video, I walk through the implications of taking money from your investment portfolio, and share a simple visual that explains the differences between investing while you are working and investing in retirement.
Retirement planning starts with a vision that gets you excited and passionate. In this video, I walk through 3 exercises that can help you get clear about the things and people you want to devote time to in order to live a fulfilling retirement.
Do you feel like you're behind on your retirement savings? If so, you are in good company. 32% of Canadians aged 45-64 have $0 saved up for retirement. 53% of Canadians don't know if they are saving enough. In this short video, I offer some positive steps that you can take if you feel like you are behind on your retirement savings.
In this video, I walk through the impact of sequence of return risks for retirees. We can control our strategy and our approach, but we cannot control the returns that the market gives us. 2 retirees, retiring with an identical sum of money, and invested the same way, can have very different outcomes.
In this video I take a look at the major product categories that are driving inflation in Canada today. I talk about some strategies to reduce the impact of inflation on your finances. And I share some thoughts on what we can expect going forward as it relates to inflation in the short and medium term.
In this video, I walk through a simple whiteboard to illustrate the power of deferring taxes now to your retirement when you expect your taxes to be lower.