The Simple Plan

By Brad MacBeth

Follow the 3 Simple Steps to financial peace. Discover what you need to banish money anxiety, defeat debt, and eliminate financial fights from your life forever.... more

· Society & Culture

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FAQs about The Simple Plan:

How many episodes does The Simple Plan have?

The podcast currently has 54 episodes available.

The Simple Plan episodes:

October 30, 2024 TFSA vs RRSP Everything You Need to Know!
The never-ending debate is getting clearer every year. What's the right choice--TFSA or RRSP?
TFSA vs RRSP: Which is the Best Option for You? Find out the key differences between the Tax-Free Savings Account and Registered Retirement Savings Plan and discover why many families should prioritize maxing out their tax-free savings account. Watch this video to make informed decisions about your investments and avoid common mistakes. Don't forget to subscribe for more financial tips and advice!
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7min
October 24, 2024 'Free' Life Insurance?? How to Get All Your Premiums Back
People complain that they pay years of life insurance premiums but never get a benefit. What if you could recover all your premiums if you don't die? We look at how Canadians can recover the value of their premiums without having to die during the term of the policy.
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30min
June 12, 2023 7 Steps to Retirement Security - Step 7: Use Your Home Equity WISELY in Retirement
There are a number of ways to access the equity in your home during retirement. From downsizing, to HELOCs and Reverse Mortgages, we look at what works and what to watch out for!

Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠
...more
37min
June 12, 2023 7 Steps To Retirement Security - Step 6: How To Plan For Long-Term Care
The best Retirement Plan in the world can be quickly undermined by the need for long-term care. When asked, many people believe that 'the government' will take care of them should they need care, but it's probably not the kind of care you'd want to see for your parents or your spouse.
All too often, one spouse needs care (Alzheimer's and dementia numbers are soaring, for one example), and the Retirement Nest Egg is completely emptied for their care. When they pass, the surviving spouse is left with reduced income and no nest egg.
We look at how to build a solid plan to be sure you can be cared for when you need it most.

Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠
...more
44min
June 12, 2023 7 Steps To Retirement Security - Step 5: Securing Guaranteed Retirement Income
When planning for retirement, most people focus on how much they're saving, investment rates of return, and fees.
The real target is how much after-tax spending power you'll have in retirement, and how to ensure that income is sustained for your entire life. Join us to see the ways in which you can ensure you have all the income you need in retirement. It's essential that you start out with the end in mind!

Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠
...more
55min
June 12, 2023 7 Steps To Retirement Security - Step 4: Protect Your Retirement/Plans From Inflation
Inflation can be a financial cancer on both our Retirement and Retirement Planning.
We have to have a plan to deal with inflation, or we can run out of money in retirement. We'll show you what you can build into your plans to ensure that your future is not undermined by inflation.

Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠
...more
24min
June 12, 2023 7 Steps to Retirement Security - Step 3: Consider A Hybrid Retirement
Retirement does not necessarily mean completely stopping work. There are many ways to transition from full-time work to being completely retired from working. The choices are endless, and can greatly improve the quality of your retirement.

Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠
...more
37min
June 12, 2023 7 Steps to Retirement Security - Step 2: Your Government Benefits
We'll examine what role your Canada Pension Plan and Old Age Security programs play in your retirement. What can you expect, what are your options, and how do you decide what to do?
Tools in this episode:
Current and Projected CPP and OAS
https://www.ppi.ca/calculators/6Y1aRiJnOsXDmUGDHX4iLj
CPP Benefit--Early or Later
https://www.ppi.ca/calculators/2OJ3GQifL2emcoBWtT6ZaL
CPP Overview--Govt of Canada website
https://www.canada.ca/en/services/benefits/publicpensions/cpp.html
My Service Canada Account
https://www.canada.ca/en/employment-social-development/services/my-account.html
Retirement Income Calculator--Govt of Canada
https://srv111.services.gc.ca/GeneralInformation/Index
Old Age Security
https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security/benefit-amount.html
OAS Recovery Tax--The Clawback
https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security/recovery-tax.html

Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠Brad's Online Calendar.⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠
...more
51min
June 12, 2023 7 Steps to Retirement Security - Step 1: The Comprehensive Retirement Plan
What does a true retirement plan look like? We start our journey by looking at every aspect of a complete retirement plan.
Most Canadians have no plan and those that do usually have only one or two steps covered of the 7-Step Retirement Plan that assures your future and legacy.
Join us for episode 1: The Retirement Plan

Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠Brad's Online Calendar.⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠The Simple Plan Community.⁠⁠
...more
48min
May 24, 2023 Guaranteed Retirement Income For Life - Annuities
We should all have Guaranteed Income for Life as part of our retirement income. One powerful tool for this is Annuities, which are increasing in payout value right now along with rising interest rates.
We look at what an annuity is and when it is the right fit for your retirement plans.

Want to know more? Book an appointment with Brad to discuss your options: ⁠Brad's Online Calendar.⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠The Simple Plan Community.⁠⁠
...more
31min

FAQs about The Simple Plan:

How many episodes does The Simple Plan have?

The podcast currently has 54 episodes available.

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