How To Design Your Retirement Income: An Overview (Canadian Financial Summit 2023) Ed Rempel [Video]

With the Canadian Financial Summit coming up at the end of October, I wanted to share over the next few weeks some videos that Summit attendees watched last year.

When you register you get access to talks like these, plus a myriad of other speakers who are some of Canada’s top financial experts. 

I’ll be promoting the Summit and giving away free tickets too!

//

When it comes to retirement, it’s crucial to get the big picture right before diving into the details. 

Setting up your retirement income involves more than just ticking boxes; it requires a strategic approach to ensure you’re financially secure throughout your retirement years. 

In this video and podcast episode, Barry Choi interviewed me about designing your retirement income effectively.

The 4 Steps to Design Your Retirement Income

1. Define Your Retirement Goals: Determine what’s important to you about money and lifestyle. What kind of retirement do you envision? This will guide your planning.
2. Calculate Your “Number”: Establish …