We discussed the findings of a just-released RBC survey that indicates retirement levels are expected to surge after the pandemic. 

(By the way….when does ‘after the pandemic’ happen?)

A recent FP Canada survey says 40% of Canadians aged 55+ cite saving for retirement as their top source of financial stress.

Jeff sought my suggestions on how ‘about-to-retire’ people should be preparing now.

I explained the importance of a changing mindset from investing to planning and shared my 3 top recommendations: preserve what you have, maximize income and optimize tax efficiency.

If you speak to a professional planner to help navigate, you will likely find out you actually CAN retire and not run out of money.

Use some of the 'never spend money' you now share with the tax department to preserve wealth for family and/or the causes you care about using tax-exempt insurance strategies 

Listen here: https://lnkd.in/gDVfFeZ