Episode Details

If you're worried about your finances & your future – you are not alone. 

Many people are worried about their finances.

I receive daily notices from people pouring their hearts out about their finances, what they worry about and not knowing what to do on the "Free 30-Minute Consultation" form on my website. 

They want financial advice on the Smith Manoeuvre, cash flow & debts, investing, and if they are on track to retire comfortably.

In my Financial Post articles I look at people's finances to see their situations and if they are set up to retire.

And in my practice, I work with my clients with an "Interactive Financial Plan," so they have the confidence to afford the life they want.

I want you to have that too!

In my latest podcast episode you'll learn:

• Why you need to be clear on your "why"
• Why you must be realistic on your investments and goals
• The importance of planning for your future
• How the Financial Independence Retire Early (FIRE) community saves money
• Why you don't need a budget
• Four options to help you if you can't get you to your retirement goal
• How to think about Investment returns, equities, stock market and fixed income
• How to think about diversification and "de-worsification"
• The details of pensions, CPP & Old Age Security in Canada
• Why getting professional help with your retirement plan is key
• How to find out how much money you need to retire comfortably
• Why you should learn to have a higher risk tolerance
• The magic of compounding over a long period of time