Episode 10: Retirement Portfolio Fears
Your Canadian Retirement Specialist
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Show Notes
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement
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In this episode, Regan interviews Ashish Utarid, Wealth Planning Specialist at IG Wealth Management. They discuss many topics including:
- What concerns and issues are holding Canadians back from retiring when they'd like to?
- What elements make up a proper financial plan?
- How can a retirement plan bring Canadians peace of mind and confidence in retiring?
Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates.
Thanks for tuning in to Your Canadian Retirement Specialist!
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Facebook: https://www.facebook.com/yourcanadianretirementspecialist
LinkedIn: https://www.linkedin.com/in/schillerandassociates
Website: https://schillerandassociates.com/
Ashish's Social Links:
LinkedIn: https://www.linkedin.com/in/ashishutarid/
Twitter: https://twitter.com/RetirementGuy81
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan can be found at www.canada.ca/en/services/benefits/publicpensions.html.
Music courtesy of LesFM: https://lesfm.net.