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What if you reached retirement age with over $2 million in assets—yet still felt anxious and uncertain about your future?

That’s the dilemma Jasmine faced. Despite years of saving, investing, and “doing everything right,” she found herself chasing risky trades and second-guessing her decisions after an unexpected layoff just two years before retirement. Her story highlights a common struggle: financial freedom isn’t just about the math—it’s about clarity, vision, and emotional confidence. Without defining what “enough” really looks like, even wealth can feel shaky.

In this episode, you’ll discover:

• How to create personal guardrails that balance security with growth so you can stop second-guessing.
• Why defining your lifestyle vision matters more than hitting an arbitrary number.
• Practical ways to separate “need-to-have” assets from “nice-to-have” investments, giving you peace of mind while still leaving room to optimize.

Press play now to hear Jasmine’s story and learn how to align your money with your vision—not your fears.

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Canadian Wealth Secrets Show Notes Page:

Consider reaching out to Kyle

• …taking a salary with a goal of stuffing RRSPs;
• …investing inside your corporation without a passive income tax minimization strategy;
• …letting a large sum of liquid assets sit in low interest earning savings accounts;
• …investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,
• …wondering whether your current corporate wealth management strategy is optimal for your specific situation.

Retirement planning in Canada isn’t just about saving—it’s about building financial freedom through clarity, strategy, and structure. From managing retirement anxiety with emotional finance insights to applying tax-efficient investing and RRSP optimization, Canadian entrepreneurs and families can create a wealth management system that balances personal vs corporate tax planning, salary vs dividends, and corporate wealth planning. By setting clear financial goals and using retirement planning tools such as financial buckets, wealth reservoirs, and investment bucket strategies, you can align your financial vision with a

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Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.