In this episode, Doug Hoyes discusses retirement planning with special guest Rona Birenbaum, a Certified Financial Planner at Caring for Clients. The episode covers various retirement-related topics, including the importance of financial planning, the role of financial advisors, and the complexities of decisions such as when to retire and when to start receiving government benefits like CPP.

 

The discussion emphasizes the need for careful consideration of lifestyle preferences, budgeting, and financial goals when planning for retirement. The conversation also touches on the role of debt in retirement planning, highlighting the benefits of entering retirement with minimal debt. The episode aims to provide valuable information and perspectives to help individuals navigate the complexities of retirement planning.

 

 

Related Links:

 

Have a question or comment for a future show?  Leave us a voice message here: https://www.hoyes.com/dfi30comments

 

Caring for Clients: www.careingforclients.com

 

Caring for Clients Facebook: https://www.facebook.com/profile.php?id=100033419084831

 

Caring for Clients YouTube: https://www.youtube.com/channel/UCZZL3BipR9-ZCLgUsOXE3Ag

 

Caring for Clients Twitter: https://twitter.com/Caring4Clients

 

Caring for Clients Blog: https://www.caringforclients.com/blog/

 

Rona Birenbaum, Episode 215, What is a Robo-Planner: Automated Financial Planning

https://youtu.be/rXW7a7EdCKA?si=fHVry4vas4tIJbCo

 

Planning for Retirement? Pay Off Debt & Start Practicing: https://www.hoyes.com/blog/planning-for-retirement-pay-off-debt-start-practicing/

 

How to Minimize Debt Before and After Retirement: https://www.hoyes.com/blog/how-to-minimize-debt-before-and-after-retirement/

 

Debt Relief for Seniors. What are Your Options?: https://www.hoyes.com/blog/debt-relief-for-seniors-what-are-your-options/

 

Seniors in Debt and Filing Bankruptcy: https://www.hoyes.com/press/joe-debtor/seniors-and-bankruptcy/