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

The biggest question most Canadians have before retiring is simple. Will I run out of money?

In this episode of Retiring Canada, we break down how to build a retirement plan designed to give you a clear answer to that question.

You will learn the difference between asset allocation and income allocation, and how combining the two can create a more reliable and understandable retirement plan. We also walk through a simple seven step process to help match your income sources to your expenses and identify any potential shortfalls.

We also explain how small assumptions can have a major impact over time and why clarity and simplicity are key when making long term financial decisions.

This episode is for Canadian pre-retirees and retirees who want a clearer answer to whether their retirement plan will truly hold up over time.

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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

✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question

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

LINKS: 

Income Allocation Example – Credit Jim Otar