Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, benefits, and potential drawbacks. While discussing the investment options within segregated funds, they underscore the importance of considering alternatives like low-cost index funds or ETFs, particularly for investors seeking to optimize returns while minimizing fees. The episode equips listeners with valuable knowledge to make informed financial decisions tailored to their needs by providing insights into the nuances of segregated funds and alternative investment strategies. Read the full show notes and find more information here: <a href="https://www.retirementplanningsimplified.ca/blog">EP 92 Show Notes</a>

Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, benefits, and potential drawbacks. While discussing the investment options within segregated funds, they underscore the importance of considering alternatives like low-cost index funds or ETFs, particularly for investors seeking to optimize returns while minimizing fees. The episode equips listeners with valuable knowledge to make informed financial decisions tailored to their needs by providing insights into the nuances of segregated funds and alternative investment strategies. Read the full show notes and find more information here: EP 92 Show Notes

Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, benefits, and potential drawbacks. While discussing the investment options within segregated funds, they underscore the importance of considering alternatives like low-cost index funds or ETFs, particularly for investors seeking to optimize returns while minimizing fees. The episode equips listeners with valuable knowledge to make informed financial decisions tailored to their needs by providing insights into the nuances of segregated funds and alternative investment strategies. Read the full show notes and find more information here: <a href="https://www.retirementplanningsimplified.ca/blog" rel="noopener noreferrer">EP 92 Show Notes</a>

EP #92: Paying for Promises: An Evidence-Based Look at Segregated Funds

Welcome to the Retirement Planning Simplified Podcast.
Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work.

Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love.

You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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Education

Self-Improvement

Investing

Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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EP #92: Paying for Promises: An Evidence-Based Look at Segregated Funds

EP #92: Paying for Promises: An Evidence-Based Look at Segregated Funds

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