• Do You Have a Retirement Plan or Retirement Prayer?

  • 2024/09/18
  • 再生時間: 27 分
  • ポッドキャスト

Do You Have a Retirement Plan or Retirement Prayer?

  • サマリー

  • Are you prepared for a financially secure retirement, or are you leaving your future to chance?

    In this episode of the Canadian Wealth Secrets podcast, Jon Orr and Kyle Pearce delve into the crucial steps needed to achieve financial independence and secure your retirement. They explore your FIRE (Financially Independent Retire Early) number or FIRN (Financially Independent Retirement Number). Whether you're just starting your financial journey or are close to retirement, their insights will help you build a robust plan that aligns with your lifestyle goals.

    • Discover how to calculate your "fire number" (FIRN) and understand the amount needed to retire comfortably.
    • Learn practical strategies for asset accumulation and the importance of a solid decumulation plan.
    • Gain valuable insights into setting and regularly reviewing your financial goals to ensure you're on track for a secure retirement.

    Listen to this episode now to take control of your financial future and start building a retirement plan that ensures your financial independence!


    Resources

    • Canadian Wealth Secrets Show Notes Page


    Consider reaching out to Kyle if you’ve been…

    • …taking a salary with a goal of stuffing RRSPs;
    • …investing inside your corporation without a passive income tax minimization strategy;
    • …letting a large sum of liquid assets sit in low interest earning savings accounts;
    • …investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,
    • …wondering whether your current corporate wealth management strategy is optimal for your specific situation.

    Are you prepared for retirement? In this episode of the Canadian Wealth Secrets podcast, Jon and Kyle discuss essential strategies for financial freedom, including understanding your pension plan, maximizing RRSP contributions, and calculating your "FIRE" number. They also explore Canadian investing, income tax strategies, infinite banking, and the benefits of participating whole life insurance. Learn how to minimize taxes, plan your estate, and navigate advice from experts like Dave Ramsey. Don’t leave your future to chance—start building a secure retirement today!

    Ready to connect? Text us your comment including your phone number for a response!

    Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

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あらすじ・解説

Are you prepared for a financially secure retirement, or are you leaving your future to chance?

In this episode of the Canadian Wealth Secrets podcast, Jon Orr and Kyle Pearce delve into the crucial steps needed to achieve financial independence and secure your retirement. They explore your FIRE (Financially Independent Retire Early) number or FIRN (Financially Independent Retirement Number). Whether you're just starting your financial journey or are close to retirement, their insights will help you build a robust plan that aligns with your lifestyle goals.

  • Discover how to calculate your "fire number" (FIRN) and understand the amount needed to retire comfortably.
  • Learn practical strategies for asset accumulation and the importance of a solid decumulation plan.
  • Gain valuable insights into setting and regularly reviewing your financial goals to ensure you're on track for a secure retirement.

Listen to this episode now to take control of your financial future and start building a retirement plan that ensures your financial independence!


Resources

  • Canadian Wealth Secrets Show Notes Page


Consider reaching out to Kyle if you’ve been…

  • …taking a salary with a goal of stuffing RRSPs;
  • …investing inside your corporation without a passive income tax minimization strategy;
  • …letting a large sum of liquid assets sit in low interest earning savings accounts;
  • …investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,
  • …wondering whether your current corporate wealth management strategy is optimal for your specific situation.

Are you prepared for retirement? In this episode of the Canadian Wealth Secrets podcast, Jon and Kyle discuss essential strategies for financial freedom, including understanding your pension plan, maximizing RRSP contributions, and calculating your "FIRE" number. They also explore Canadian investing, income tax strategies, infinite banking, and the benefits of participating whole life insurance. Learn how to minimize taxes, plan your estate, and navigate advice from experts like Dave Ramsey. Don’t leave your future to chance—start building a secure retirement today!

Ready to connect? Text us your comment including your phone number for a response!

Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

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