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Today, we tackle one of the most intricate financial puzzles faced by Canadians: transitioning from accumulating wealth for retirement to effectively managing it during the decumulation phase—when you’re actually living off your investments.
In this episode, we’ll explore why this shift can be so complex, even for seasoned savers and investors. You’ll gain insights into balancing financial security with enjoying your retirement lifestyle and sustainably spending the wealth you’ve worked so hard to accumulate.
We’ll also discuss both hands-on and passive approaches to managing retirement funds and share strategies to help maintain your financial stability while still enjoying life.
Whether you’re nearing retirement or planning ahead, this episode offers valuable strategies for navigating the decumulation puzzle with confidence and peace of mind.
Our Expert Guest:
Joining me today is Eric Monteiro. Eric helps lead Canada’s largest provider of workplace savings and retirement platforms, covering over 1.3 million Canadians and managing more than $125 billion in assets. He does this at Sun Life, where he has worked since 2016 as the Senior Vice-President of Group Retirement Services. Eric also serves on the Board of Directors for The Princess Margaret Cancer Foundation, one of the world’s leading cancer research and care organizations. And now, let's get into the interview.
Questions Covered:4.4
77 ratings
Today, we tackle one of the most intricate financial puzzles faced by Canadians: transitioning from accumulating wealth for retirement to effectively managing it during the decumulation phase—when you’re actually living off your investments.
In this episode, we’ll explore why this shift can be so complex, even for seasoned savers and investors. You’ll gain insights into balancing financial security with enjoying your retirement lifestyle and sustainably spending the wealth you’ve worked so hard to accumulate.
We’ll also discuss both hands-on and passive approaches to managing retirement funds and share strategies to help maintain your financial stability while still enjoying life.
Whether you’re nearing retirement or planning ahead, this episode offers valuable strategies for navigating the decumulation puzzle with confidence and peace of mind.
Our Expert Guest:
Joining me today is Eric Monteiro. Eric helps lead Canada’s largest provider of workplace savings and retirement platforms, covering over 1.3 million Canadians and managing more than $125 billion in assets. He does this at Sun Life, where he has worked since 2016 as the Senior Vice-President of Group Retirement Services. Eric also serves on the Board of Directors for The Princess Margaret Cancer Foundation, one of the world’s leading cancer research and care organizations. And now, let's get into the interview.
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