Episode 21: Retirement Income Planning
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
Prefer to watch videos to get great information? Check out our YouTube Page.
The sources of your retirement income and your strategy for withdrawing your savings can have a significant impact on your cash flow and tax burden. A Certified Financial Planner professional can help you calculate your current expenses, project them over your retirement, and develop the customised withdrawal strategy that works best for you. Here are some retirement income sources to consider.
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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. Additional information on the Canada Pension Plan can be found at www.canada.ca/en/services/benefits/publicpensions.html. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
Music courtesy of LesFM: https://lesfm.net.