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

Many retirees spend decades planning for investments, taxes, and retirement income, yet completely overlook one of the biggest risks to long term retirement success: health care costs.

In this episode of Retiring Canada, we break down Step 4 of the Fundamental Retirement Plan: Health Care Planning.

You will learn how rising health care costs, prescription expenses, travel insurance, long term care needs, and income-tested benefits can significantly impact retirement planning. We also discuss the importance of understanding government programs, tax credits, and provincial benefits that many retirees either overlook or fail to optimize properly.

We also walk through a real world example where careful income and tax planning helped a retiree preserve access to a valuable prescription drug benefit worth more than $25,000 per year.

This episode is for Canadian retirees and pre-retirees who want to better understand how health care planning, aging decisions, and long term care considerations fit into a comprehensive retirement plan.

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

💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter

👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide

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