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Fireside Financial Ep 13: Pension to Portfolio: Strategies for Drawing Income in Retirement

21:18
 
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Kandungan disediakan oleh Joseph Curry and CFP Professional. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Joseph Curry and CFP Professional atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, Joe and Regan navigate through the various income streams available in retirement, including pension plans, government benefits like CPP and OAS, investment portfolios, annuities, and even rental income.

They emphasize the importance of intentional decision-making, stressing the need for individuals to assess their expenses, maintain emergency funds, optimize taxes, and consider their net worth goals to ensure financial stability throughout retirement.

Read the full show notes and find more information here: FF EP 13 Show Notes

  continue reading

100 episod

Artwork
iconKongsi
 
Manage episode 416725063 series 3008801
Kandungan disediakan oleh Joseph Curry and CFP Professional. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Joseph Curry and CFP Professional atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, Joe and Regan navigate through the various income streams available in retirement, including pension plans, government benefits like CPP and OAS, investment portfolios, annuities, and even rental income.

They emphasize the importance of intentional decision-making, stressing the need for individuals to assess their expenses, maintain emergency funds, optimize taxes, and consider their net worth goals to ensure financial stability throughout retirement.

Read the full show notes and find more information here: FF EP 13 Show Notes

  continue reading

100 episod

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