Welcome to Episode 25 of Retire Me!

Today we kick off a series on estate planning.  While this is not the most fun topic to think about and plan for, it is a critical financial planning step for anyone who owns property and has family members that they would like to take care of in the event something happens to them.

It is commonly procrastinated by many Canadians - only 1/2 of Canadians have wills and only 1/3 of Canadians keep them up to date.  

Today we are going to kick off the series by helping you get organized.  We talk about some of the estate planning strategies that most people can employ, and set up the rest of our series.

I also announce the date of my first Webinar on September 10th.  For the webinar we are going to bring back our favorite retirement couple, Dave and Sue, and walk through some Estate Planning scenarios.  An invite and details to follow in the coming weeks.

Show notes and links will be up on my website this week at www.walhoutfinancial.ca/retire-me

Thanks for listening!

Mark