Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started

Retirement is one of the biggest financial and lifestyle transitions you will ever make. If 2026 is your target retirement year, the planning decisions you make right now could have a major impact on your long term success and confidence.

In this episode of Retiring Canada, we discuss five important steps Canadians should take if they are planning to retire in 2026.

You will learn why budgeting and spending awareness are crucial during retirement, how to review your investment portfolio for retirement suitability, and why CPP, OAS, pension decisions, and tax wise decumulation planning can dramatically impact your future retirement income. We also discuss estate planning, Powers of Attorney, health care directives, and the importance of building a coordinated retirement plan that goes beyond investments alone.

We also explore the softer side of retirement including purpose, relationships, health, and how gaining financial confidence allows retirees to focus more fully on enjoying the next chapter of life.

This episode is for Canadians planning to retire in 2026 or within the next few years who want greater clarity and confidence about their long term retirement plan.

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EPISODE RESOURCES:
📊 Work with Michael: https://fundamentalwealth.ca/get-started

💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter

👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide

✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question

🌐 Retiring Canada Website: https://www.retiringcanada.ca