Episode 16: Money Mistakes When Planning for Retirement
Your Canadian Retirement Specialist · Regan Schiller, Ashish Utarid
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Show Notes
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In this episode, Regan interviews Ashish Utarid, Wealth Planning Specialist at IG Wealth Management. They discuss some mistakes many Canadians make when planning for retirement including:
- Home Bias - focusing on investing in home country, province, etc.
- Herd Mentality - Wanting to invest in a popular/trending sector (ex: Cannabis, Gamestop)
- Conservatism Bias - ignoring facts that are contrary to their beliefs
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Website: https://schillerandassociates.com/
Ashish's Social Links:
LinkedIn: https://www.linkedin.com/in/ashishutarid/
Twitter: https://twitter.com/RetirementGuy81
Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.
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.
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.
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