Michelle Munro, Director, Tax and Retirement Research, joins the show today to discuss the 2021 Fidelity Retirement Report, and share important retirement insights you should know about right now. Whether you are personally close to retirement, far away, have a parent nearing or in retirement, or you are professionally advising someone on their retirement – this is a show not to be missed. Michelle and host Quinn Flaherty, Research and Thought Leadership Manager, discuss how, in its 16th year, this year’s report demonstrated that Canadians are resilient and optimistic about retirement, despite inflation and the pandemic. They will discuss key findings including regional similarities and differences across Canada, how COVID may have changed a retirement vision, that health care planning is more important to Canadians, inflation is top of mind, and how a written plan drives confidence and optimism.

You can visit fidelity.ca/retirement for more information, and to download a copy.

Recorded on December 16, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_TheUpside_Munro_16dec.pdf