EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

Your Retirement Planning Simplified

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

12 days ago18:09

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HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

about a year ago 41:22

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Joe sits down with Dr. Brian Portnoy to explore the concept of "funded contentment," a revolutionary approach to financial well-being that transcends traditional views of wealth. They delve into the psychological and emotional aspects of retirement planning, emphasizing the importance of aligning financial decisions with personal values. Brian introduces his famework of the four Cs—connection, control, competence, and context—offering practical insights to help listeners overcome cognitive biases, simplify their finances, and find purpose in retirement.

Read the full show notes and find more information here: EP 105 Show Notes

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EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

Your Retirement Planning Simplified

published about a year ago

Kongsi

MP3•Laman utama episod

Read the full show notes and find more information here: EP 105 Show Notes

100 episod

All episodes

1
Ep #131: Pension Planning Made Simple: Boost Your Retirement Strategy 17:14

3 days ago17:14

17:14

We dive into the essential topic of pension types for Canadian employees, covering defined benefit pensions, defined contribution pensions, and group RRSPs. We explain how each works, their pros and cons, and how they fit into a comprehensive retirement income plan. Whether you're planning for retirement or optimizing your benefits, this episode provides valuable insights to help you navigate your pension options in Canada. Read the full show notes and find more information here: Ep 131 Show Notes…

1
EP #130: TFSAs: Your Secret Weapon for Tax-Free Retirement Income 13:16

10 days ago13:16

13:16

We unpack the power of Tax-Free Savings Accounts (TFSAs) as a game-changing tool for retirement income planning. Discover how TFSAs provide tax-free growth, flexible withdrawal management, and significant estate planning benefits. Learn why integrating TFSAs with RRIFs, CPP, OAS, and other income sources can minimize taxes, avoid OAS clawbacks, and optimize your retirement strategy. Tune in for actionable insights and real-life examples to maximize your TFSA and achieve tax-efficient retirement income! Read the full show notes and find more information here: EP 130 Show Notes…

1
EP #129: 2025 Retirement Planning Updates 20:33

17 days ago20:33

20:33

Discover essential retirement planning updates for 2025! Joe and Lindsay break down new RRSP and TFSA contribution limits, updates to CPP and OAS benefits, inflation adjustments, key tax changes, and capital gains rules. Learn how to maximize your retirement savings, minimize taxes, and stay invested for long-term success. With practical tips on budgeting, income planning, and key deadlines like the RRSP contribution deadline and tax filing date, this episode is packed with actionable advice to help Canadians optimize planning for retirement. Read the full show notes and find more information here: EP 129 Show Notes…

1
EP #128: Canada Pension Plan Explained: Maximize Your Retirement Benefits 22:03

24 days ago22:03

22:03

Joe and Lindsay answer the most common questions about the Canada Pension Plan (CPP). They explain what CPP is, who qualifies, how to apply, and how to estimate your benefits. You’ll learn about the maximum and average payouts, survivor benefits, tax implications, and whether to take CPP early, at 65, or delay to age 70. With insights on integrating CPP into retirement income planning, this episode is a must-listen for Canadians preparing for a secure and comfortable retirement. Read the full show notes and find more information here: EP 128 Show Notes…

1
Fireside Financial Ep #22: Safeguard Your Future: The Link Between Cognitive Health & Retirement Planning 17:23

26 days ago17:23

17:23

We discuss planning for cognitive decline in retirement and how early financial preparation can protect you and your loved ones. We cover the importance of trusted contacts, power of attorney, estate planning, and financial consolidation to minimize risk and simplify asset management. We also touch on common scams targeting seniors, how to prevent financial fraud, and why working with a trusted financial advisor can ensure long-term security. Read the full show notes and find more information here: EP 22 Show Notes…

1
Ep #127: Retirement Unfiltered: Lessons from the Retirement Journey with David Warren 48:49

4 weeks ago48:49

48:49

Joe interviews David Warren, a retiree with decades of experience in business and personal finance, about his journey through retirement. David shares insights from his phased transition into retirement, emphasizing the importance of staying active, maintaining relationships, and adapting to life’s unexpected challenges, including significant health issues. He reflects on the financial lessons he learned, such as saving early and avoiding debt, and highlights the value of maintaining a balanced approach to work and leisure. With candid anecdotes and practical advice, David offers listeners a unique perspective on navigating the complexities of retirement and finding fulfillment in later life. Read the full show notes and find more information here: Ep 127 Show Notes…

1
Ep #126: The Art of Retirement: Balancing Money, Health and Happiness with Dr. Michael Finke 36:41

5 weeks ago36:41

36:41

Joe sits down with Michael Finke, PhD, from the American College of Financial Services, to explore how retirees can shift their mindset from saving to spending and embrace a fulfilling retirement. They discuss the importance of guaranteed income, social connections, and maintaining health as key pillars of retirement happiness. Michael shares actionable strategies for overcoming emotional barriers to spending, planning for cognitive decline, and creating goal-based retirement plans that maximize enjoyment. Read the full show notes and find more information here: EP 126 Show Notes…

1
Ep #125: Retirement Starts Today: Have a Purposeful and No-Regrets Life with Benjamin Brandt, CFP 24:06

6 weeks ago24:06

24:06

Joe interviews Benjamin Brandt, CFP, the retirement expert behind Retirement Starts Today. Together they explore the non-financial aspects of retirement planning. Topics range from shifting from a scarcity to an abundance mindset, retiring to something rather than from something, and embracing creativity to design a fulfilling post-career life. Key topics include overcoming spending anxiety, identifying passions, building social connections, and planning purposefully for a no-regrets retirement. With actionable insights and a focus on mindset, this episode is perfect for those looking to simplify and enrich their retirement journey. Read the full show notes and find more information here: EP 125 Show Notes…

1
Ep #124: Understanding RRIFs: Strategies to Save on Taxes and Boost Income 16:20

7 weeks ago16:20

16:20

Joe answers the most common questions about Registered Retirement Income Funds (RRIFs) to demystify how they work and their role in retirement planning. He explains the differences between RRSPs and RRIFs, minimum withdrawal rules, tax implications, beneficiary designations, and strategies to minimize taxes while maximizing retirement income. With practical tips on income splitting, leveraging the pension tax credit, and aligning your RRIF investments with your retirement income style, this episode provides actionable insights for anyone preparing for or navigating retirement. Learn how RRIFs fit into a comprehensive retirement plan and discover how to make the most of your retirement savings. Read the full show notes and find more information here: Ep 124 Show Notes…

1
Ep #123: Maximize Your RRIF: Tax-Smart Withdrawal Strategies for Retirees 13:51

8 weeks ago13:51

13:51

Joe gives advanced strategies to optimize your Registered Retirement Income Fund (RRIF) withdrawals, focusing on minimizing taxes, avoiding OAS claw backs, and aligning withdrawals with your broader retirement income plan. Discover actionable tips on pension income splitting, using TFSAs to shelter withdrawals, and making early or strategic withdrawals to maximize tax efficiency. Joe also emphasizes the importance of aligning your RRIF strategy with personal goals, enjoying retirement savings, and adapting your plan over time for sustainable income and estate planning success. Read the full show notes and find more information here: EP 123 Show Notes…

1
Fireside Financial Ep #21: Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals 12:45

9 weeks ago12:45

12:45

Joe and Regan examine the essentials of long-term care planning in retirement. They emphasize the importance of proactive strategies to manage future healthcare expenses. They look at the "retirement expense smile," covering the go-go, slow-go, and no-go years, and explore options like funding care through investments, leveraging home equity, or using long-term care insurance. They highlight the critical role of accessible home modifications, clear communication with family, and securing essential estate planning documents such as wills and powers of attorney. The episode also touches on preserving legacy goals with life insurance strategies, making it a must-listen for anyone focused on comprehensive retirement and financial planning. Read the full show notes and find more information here: FF EP 21 Show Notes…

1
Ep #122: Clarity & Action: Bring It On 2025! 13:30

9 weeks ago13:30

13:30

Start 2025 with Confidence in Your Retirement Plan. On this episode of Your Retirement Planning Simplified, Joe and Lindsay share inspiring client stories that highlight the power of clear, actionable retirement plans. Learn how addressing gaps, aligning goals, and working with a professional can transform uncertainty into confidence. Discover how their Strategy Session offers tailored insights for those seeking clarity or a second opinion on their retirement. Start your journey to a secure retirement—visit retirementplanningsimplified.ca today! Read the full show notes and find more information here: EP 122 Show Notes…

1
EP #121: 2024’s Top Retirement Tips: Mistakes, Strategies, and Expert Insights 19:16

10 weeks ago19:16

19:16

In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essential retirement planning insights and strategies. From avoiding critical retirement mistakes—both financial and non-financial—to optimizing tax strategies, calculating your retirement number, and understanding TFSA rules, this roundup delivers actionable advice for pre-retirees and retirees. The duo also highlights inspiring guest appearances, including Wade Pfau on the RISA framework, Bill Bengen on the 4% rule, and Hal Hershfield on connecting with your future self. Tune in to discover top retirement tips, expert perspectives, and practical strategies to confidently plan a fulfilling retirement in 2025. Read the full show notes and find more information here: EP 121 Show Notes…

1
Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow 12:07

11 weeks ago12:07

12:07

Joe tackles the psychology of retirement spending, offering actionable strategies to overcome the common fear of depleting savings. Joe discusses how retirees can transition from saving to spending confidently by addressing loss aversion, leveraging tools like retirement income guardrails, and aligning spending with their financial goals. Listeners will discover tips for managing cash flow, understanding their retirement income style, and creating a spending plan that ensures a fulfilling retirement without financial stress. Read the full show notes and find more information here: Ep 120 Show Notes…

1
Ep #119: The Hidden Costs of Retirement You Can’t Afford to Miss 12:29

12 weeks ago12:29

12:29

In this episode of Your Retirement Planning Simplified, Joe uncovers the hidden costs of retirement that often catch retirees off guard, leading to financial stress. From healthcare expenses, long-term care, and inflation to home maintenance, travel, and family support, Joe dives deep into overlooked budget items and offers actionable tips to prepare for them. Learn how strategic planning, such as building an emergency fund, accounting for inflation, and managing estate costs, can help you achieve financial confidence and enjoy a secure, stress-free retirement. Read the full show notes and find more information here: EP 119 Show Notes…

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

Your Retirement Planning Simplified « »
EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

Podcast Berbaloi untuk Didengar

All episodes

1
Ep #131: Pension Planning Made Simple: Boost Your Retirement Strategy 17:14

1
EP #130: TFSAs: Your Secret Weapon for Tax-Free Retirement Income 13:16

1
EP #129: 2025 Retirement Planning Updates 20:33

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EP #128: Canada Pension Plan Explained: Maximize Your Retirement Benefits 22:03

1
Fireside Financial Ep #22: Safeguard Your Future: The Link Between Cognitive Health & Retirement Planning 17:23

1
Ep #127: Retirement Unfiltered: Lessons from the Retirement Journey with David Warren 48:49

1
Ep #126: The Art of Retirement: Balancing Money, Health and Happiness with Dr. Michael Finke 36:41

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Ep #125: Retirement Starts Today: Have a Purposeful and No-Regrets Life with Benjamin Brandt, CFP 24:06

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Ep #124: Understanding RRIFs: Strategies to Save on Taxes and Boost Income 16:20

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Ep #123: Maximize Your RRIF: Tax-Smart Withdrawal Strategies for Retirees 13:51

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Fireside Financial Ep #21: Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals 12:45

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Ep #122: Clarity & Action: Bring It On 2025! 13:30

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EP #121: 2024’s Top Retirement Tips: Mistakes, Strategies, and Expert Insights 19:16

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Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow 12:07

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Ep #119: The Hidden Costs of Retirement You Can’t Afford to Miss 12:29

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La Roche-Posay Toleriane Double Repair Face Moisturizer, Daily Moisturizer Face Cream with Ceramide and Niacinamide for All Skin Types, Oil Free, Fragrance Free

Podcast Berbaloi untuk Didengar

Your Retirement Planning Simplified « » EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

Podcast Berbaloi untuk Didengar

Selamat datang ke Player FM

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Your Retirement Planning Simplified « »
EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy