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

The 5 years before retirement are some of the most important years in your financial plan.

In this episode of Retiring Canada, we walk through a practical checklist for Canadians who are within five years of retirement and want to make sure they’re fully prepared.

You’ll learn how to shift your mindset from growth to income, how to structure your investments for retirement, and why building a “war chest” of low-risk assets can help protect your income during market downturns.

We also cover key decisions like when to take CPP, how to refine your retirement budget, managing debt, and why working with the right advisor can make a meaningful difference in your long-term success.

This episode is for Canadian pre-retirees who want a clear, actionable plan to transition confidently into retirement.

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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