Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started

Most retirees do not actually have a retirement plan. They simply have a collection of investment accounts without a clear strategy tying everything together.

In this episode of Retiring Canada, we introduce Step 1 of the Fundamental Retirement Plan: Investment Allocation.

You will learn why investment allocation is the foundation of every successful retirement plan and how the decisions made inside your portfolio impact retirement income, taxes, health care planning, and your estate. We also discuss risk adjusted returns, portfolio diversification, hidden concentration risk, investment costs, and why many Canadian retirement portfolios may not be properly structured for long term retirement success.

We also explain how we analyze retirement portfolios using metrics such as Sharpe ratio, drawdown, standard deviation, diversification, portfolio overlap, and cash drag to determine whether investors are truly being compensated for the level of risk they are taking.

This episode is for Canadian retirees and pre-retirees who want a deeper understanding of how proper investment allocation can help create a more sustainable and confident retirement plan.

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EPISODE RESOURCES:
📊 Work with Michael: https://fundamentalwealth.ca/get-started

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🌐 Retiring Canada Website: https://www.retiringcanada.ca