The Canadian Money Roadmap

How to not run out of money in retirement


Listen Later

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio.


00:00 Introduction: Politics and Your Portfolio

00:23 Seven Ways to Manage Investment Risk

00:53 Diversification: Don't Put All Your Eggs in One Basket

02:13 Rules-Based Portfolio Implementation

05:26 The Role of Bonds in Your Portfolio

06:09 Cash Wedge Strategy

08:11 Exploring Annuities

09:55 Deferring Your CPP for Better Returns

11:06 Using Options for Portfolio Insurance

12:17 Conclusion and Final Thoughts

Retirement Readiness Scorecard 🇨🇦

Looking to retire in the next 10 years or less (age 45+)?

Get your money organized - Your Full Financial Picture Spreadsheet


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

The Canadian Money RoadmapBy Evan Neufeld, CFP®


More shows like The Canadian Money Roadmap

View all
Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

11 Listeners

Debt Free in 30 by Doug Hoyes

Debt Free in 30

70 Listeners

More Money Podcast by Jessica Moorhouse

More Money Podcast

117 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

65 Listeners

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

The Rational Reminder Podcast

445 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

82 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

11 Listeners

It's Personal Finance Canada by Christine Conway, Cameron Conway

It's Personal Finance Canada

3 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

30 Listeners

Money Feels by Bridget Casey and Alyssa Davies

Money Feels

46 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

5 Listeners

Angry Mortgage by Ron Butler

Angry Mortgage

8 Listeners

In This Economy?! by Frequency Podcast Network

In This Economy?!

10 Listeners

TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

TLDR

33 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

39 Listeners