Are you a business owner preparing for retirement after selling your company? In this episode, Jason Nagel from Three60 Wealth shares a powerful story about a client who struggled to recreate their paycheck in retirement due to unbalanced investment planning.

Jason explains why simply relying on RRSPs (Registered Retirement Savings Plans) can create unexpected tax burdens at age 71 and 72, and why diversifying across multiple income streams—such as holding companies, non-registered accounts, CPP, and OAS—is essential for tax-efficient retirement income.

Discover:

• The pitfalls of over-contributing to RRSPs
• Why holding companies (hold cos) offer greater flexibility in retirement
• How proactive planning ensures you minimize taxes and maximize your financial freedom
• Why investment returns alone are not enough without a strategic retirement plan

If you want to understand how to structure your retirement income effectively, avoid unnecessary taxes, and set yourself up for long-term success, this episode is for you.

Take our 20-question self-assessment to see how proactive your planning really is: three60wealth.ca/planning

#RetirementPlanning #BusinessOwners #WealthManagement #RRSP #HoldCo #FinancialFreedom #TaxPlanning #RetirementIncome #ProactivePlanning #Three60Wealth