Fireside Financial Episode 2: Maximizing Your Retirement Benefits
Your Canadian Retirement Specialist · Regan Schiller, Joe Curry
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Show Notes
If you're feeling frustrated and overwhelmed by the complexity of CPP and OAS timing and the lack of customized strategies to help you achieve smarter retirement planning, then you are not alone!
In this episode of Fireside Financial, Joseph Curry and Regan Shiller delve into every facet of retirement planning, to assist listeners in reaching their retirement goals. They discuss how the evolution of software has influenced their views on the optimal timing for receiving CPP and OAS benefits, emphasizing the advantages of postponing both and factoring in life expectancy considerations. Yet, questions arise about potential shifts in the government's fiscal position and their potential impact on your retirement strategies. Tune in to uncover the answers.
In today's episode, you'll gain insights into the following:
- Explore how delaying CPP and OAS benefits can enhance your retirement's financial security.
- Unearth the critical personal factors that profoundly influence your retirement planning choices.
- Understand how consulting with experienced advisors can improve your retirement planning and provide greater peace of mind.
- Discover strategies to confidently navigate the daunting and occasionally uncomfortable aspects of retirement planning.
- Recognize the significance of tailoring your approach to address individualized retirement planning scenarios.
Through partnership with seasoned and well-informed financial advisors such as Joe and Regan, you can have confidence that your retirement plan will be all-encompassing, tailored specifically to your situation, and flexible enough to guarantee a secure and prosperous retirement for both you and your family.
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By collaborating with experienced and knowledgeable financial advisors like Joseph Curry and Regan Schiller, you can rest assured that your retirement strategy is comprehensive, personalized, and adaptable to your unique circumstances, ensuring a secure and prosperous retirement for you and your loved ones.
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: