Canadian Wealth Secrets

Do You Have a Retirement Plan or Retirement Prayer? Achieving Canadian Financial Independence


Listen Later

Are you prepared for a financially secure retirement, or are you leaving your future to chance?

In this episode of the Canadian Wealth Secrets podcast, Jon Orr and Kyle Pearce delve into the crucial steps needed to achieve financial independence and secure your retirement. They explore your FIRE (Financially Independent Retire Early) number or FIRN (Financially Independent Retirement Number). Whether you're just starting your financial journey or are close to retirement, their insights will help you build a robust plan that aligns with your lifestyle goals.

  • Discover how to calculate your "fire number" (FIRN) and understand the amount needed to retire comfortably.
  • Learn practical strategies for asset accumulation and the importance of a solid decumulation plan.
  • Gain valuable insights into setting and regularly reviewing your financial goals to ensure you're on track for a secure retirement.

Listen to this episode now to take control of your financial future and start building a retirement plan that ensures your financial independence!


Resources 

  • Canadian Wealth Secrets Show Notes Page


Consider reaching out to Kyle if you’ve been…

  • …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.

Are you prepared for retirement? In this episode of the Canadian Wealth Secrets podcast, Jon and Kyle discuss essential strategies for financial freedom, including understanding your pension plan, maximizing RRSP contributions, and calculating your "FIRE" number. They also explore Canadian investing, income tax strategies, infinite banking, and the benefits of participating whole life insurance. Learn how to minimize taxes, plan your estate, and navigate advice from experts like Dave Ramsey. Don’t leave your future to chance—start building a secure retirement today!

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
Michael Campbell's Money Talks by HPC Inc.

Michael Campbell's Money Talks

83 Listeners

Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

11 Listeners

More Money Podcast by Jessica Moorhouse

More Money Podcast

121 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

64 Listeners

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

The Rational Reminder Podcast

446 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

78 Listeners

The Peak Daily by The Peak / Curiouscast

The Peak Daily

12 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

11 Listeners

Market Call by BNN Bloomberg

Market Call

13 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

31 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

7 Listeners

Angry Mortgage by Ron Butler

Angry Mortgage

6 Listeners

TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

TLDR

31 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

32 Listeners

In the Money with Amber Kanwar by Amber Kanwar

In the Money with Amber Kanwar

7 Listeners