Retiring Canada

Retirement Planning in Canada: Beyond the Numbers (EP 18)


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

A successful retirement plan is about more than just numbers—it’s about purpose, lifestyle, and how you want to spend your time.

In this episode of Retiring Canada, we take a different approach to retirement planning by exploring both the financial and emotional sides of the transition into retirement.

You’ll learn why focusing only on investments and income can fall short, and how factors like purpose, lifestyle, and personal values play a critical role in long-term fulfillment.

We also introduce a practical framework to help you think about retirement more holistically, along with insights from real client experiences.

This episode is for Canadian pre-retirees and retirees who want to build a retirement plan that goes beyond the numbers.

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EPISODE RESOURCES:
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 DOWNLOAD NOW - ⁠Navigating Retirement: Integrating Emotional Well-Being with Smart Financial Decisions. 


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Retiring CanadaBy Michael Isbister, CFP®