Canadian Wealth Secrets

Crunching The Numbers For Retirement: How Much Do I Need To Retire?


Listen Later

Now that we’ve taken some time in the last episode to discuss what your retirement is going to look like and even gave you some homework for what you might want to think about as you look down the road, we will dive deeper down the retirement rabbithole to crunch some numbers for retirement.

Stick around as Jon and Kyle geek out on the numbers when they jump into a spreadsheet and play with the magic of compound interest and the silver bullets of real estate for those who have defined pension plans all the way to those who are left to plan it all on their own. Don’t worry, Matt wasn’t hurt in this episode.


What you’ll learn: 

  • How much money do I need to retire at 55? …at 65? 
  • Am I on track to have enough money to retire and feel financially free? 
  • What strategies can help me grow my planned retirement amounts to live the lifestyle of my dreams?
  • Tax benefits of borrowing against your rental property to defer capital gains taxes; and, 
  • Should I invest in real estate or invest in the stock market when it comes to growing my retirement nest egg?


Resources: 

  • Retirement Planning Spreadsheet
  • Download our Wealth Building Blueprint
  • The Invested Teacher Wealth Building Booklist


Interested in Partnership Opportunities?

For those interested in potential Joint Venture (JV) Partnerships, reach out to us here.


Ready to connect? Text us your comment including your phone number for a response!

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.

...more
View all episodesView all episodes
Download on the App Store

Canadian Wealth SecretsBy Kyle Pearce, Jon Orr

  • 5
  • 5
  • 5
  • 5
  • 5

5

21 ratings


More shows like Canadian Wealth Secrets

View all
More Money Podcast by Jessica Moorhouse

More Money Podcast

115 Listeners

Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

13 Listeners

Michael Campbell's Money Talks by HPC Inc.

Michael Campbell's Money Talks

81 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

473 Listeners

ARC ENERGY IDEAS by ARC ENERGY RESEARCH INSTITUTE

ARC ENERGY IDEAS

26 Listeners

Stress Test by The Globe and Mail

Stress Test

17 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

81 Listeners

The Peak Daily by The Peak / Curiouscast

The Peak Daily

10 Listeners

Angry Mortgage by Ron Butler

Angry Mortgage

8 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

33 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

13 Listeners

Money Feels by Bridget Casey and Alyssa Davies

Money Feels

47 Listeners

Market Call by BNN Bloomberg

Market Call

20 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

61 Listeners

In the Money with Amber Kanwar by Amber Kanwar

In the Money with Amber Kanwar

19 Listeners