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

The TFSA may be the most valuable investment account available to Canadian retirees, yet many investors are unknowingly using it in a way that limits its long term potential.

In this episode of Retiring Canada, we discuss how retirement investors can optimize their TFSA strategy and why investment decisions inside the account can have an enormous impact over time.

You will learn why many retirees may be investing their TFSA too conservatively, how different account types should work together within a retirement plan, and how compounding can create dramatically different outcomes over a 20 to 30 year retirement. We also walk through real examples comparing balanced portfolios versus globally diversified equity portfolios using historical return assumptions.

We also discuss four major mistakes that can derail long term TFSA growth, including high investment fees, poor investment decisions, emotional reactions during market volatility, and working with advisors who fail to provide meaningful planning value.

This episode is for Canadian investors and retirees who want to better understand how to maximize the long term value of their TFSA and integrate it properly into a broader retirement strategy.

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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

Dimensional 60/40 Portfolio 

Dimensional Global Equity Portfolio