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!
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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
- 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.
- Calculate Your “Number”: Establish …