Episode 61: How to Manage Expectations in Retirement
Your Canadian Retirement Specialist
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Do you have big dreams for your retirement? How do you manage your expectations alongside the reality of your situation?
Being able to retire comfortably at the age of 65 is an ideal that the majority of the working population aspires to. However, while the expectations are high, the reality is that without adequate planning, many retirees simply won't have sufficient savings to comfortably make it through the retirement years.
In order to realistically manage the expectations you have for retirement, you need to define your financial goals in relation to the lifestyle you wish to pursue.
In today's episode, I give you some tips on how to do that.
Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement
Prefer to watch videos to get great information? Check out our YouTube Page.
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!
Connect with Regan:
Facebook: https://www.facebook.com/yourcanadianretirementspecialist
LinkedIn: https://www.linkedin.com/in/schillerandassociates
Website: https://schillerandassociates.com/
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 and Old Age Security can be found at:
www.canada.ca/en/services/benefits/publicpensions.html.
Music courtesy of LesFM: https://lesfm.net.