Welcome to another episode of Fireside Financial. 

Today, we are going to talk about how to best receive an inheritance. If you missed last months episode, we recommend diving into that one as well - as this is a part 2. 

Get in touch with Regan and Joe:

Regan Schiller: https://www.linkedin.com/in/schillerandassociates/

Joe Curry: https://www.linkedin.com/in/joseph-curry-b-sc-cfp-chs-42659247/

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Resources in Today's Episode:

Joe Curry

Regan Schiller

Retirement Planning Simplified – Joe's website

Retirement Planning Simplified – Youtube Channel

Hello and welcome back to another episode. 

Today's topic is around the conversation of receiving an inheritance. 

An inheritance can come in many different ways. It can be money, investments, real estate etc.

Talking about what you will receive ahead of time, and making plans can help you thrive! 

Book your FREE Retirement Planning Consultation and check out our master class on Retirement 

Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

 Prefer to watch videos to get great information? Check out our YouTube Page.

Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for the latest updates.Thanks for tuning in to Your Canadian Retirement Specialist!

Connect with Regan:

Facebook: https://www.facebook.com/yourcanadianretirementspecialist

LinkedIn: https://www.linkedin.com/in/schillerandassociates

Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

 LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website.  Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.

Welcome back to episode #10 of Fireside Financial. 

Today, we're going to be talking about how to best prepare your family to receive your inheritance. We hope you enjoy the episode. 

Get in touch with Regan and Joe:

Regan Schiller: https://www.linkedin.com/in/schillerandassociates/

Joe Curry: https://www.linkedin.com/in/joseph-curry-b-sc-cfp-chs-42659247/

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Resources in Today's Episode:

Joe Curry

Regan Schiller

Retirement Planning Simplified – Joe's website

Retirement Planning Simplified – Youtube Channel

Get prepared for this tax year and the important dates to keep in mind. 

In this episode, Regan Schiller helps keep track of some important upcoming deadlines in 2024 regarding your RRSP, personal tax returns, and so much more. 

It's time to mark your calendars!

Book your FREE Retirement Planning Consultation and check out our master class on Retirement 

Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for the latest updates.

Thanks for tuning in to Your Canadian Retirement Specialist!

Connect with Regan:

Facebook: https://www.facebook.com/yourcanadianretirementspecialist

LinkedIn: https://www.linkedin.com/in/schillerandassociates

Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website. 

Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.

Earlier this year the CRA said they will be making some adjustments to how much you can contribute to the CPP.

 Each year the CPP amount does go up! 2024 is no different. But something is new! Want to learn more? Keep on listening. 

Book your FREE Retirement Planning Consultation and check out our master class on Retirement 

Planning for an in-depth look into our planning process here:  

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for the latest updates.

Thanks for tuning in to Your Canadian Retirement Specialist!

Connect with Regan:

Facebook: https://www.facebook.com/yourcanadianretirementspecialist

LinkedIn: https://www.linkedin.com/in/schillerandassociates

Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website. 

Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.

You may have heard that life insurance is something you need to have.

However, there are many benefits with life insurance that can be profound, especially when it comes to dealing with your estate. That's why it's important to look at all of your options. 

In today's podcast, Regan will focus on individuals with a larger estate and some of the little-known tax benefits associated with life insurance. Regan also explores some of the ways this could potentially be a strategy for you and your family by looking at life insurance to preserve your estate's value. 

Book your FREE Retirement Planning Consultation and check out our master class on Retirement 

Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for the latest updates.

Thanks for tuning in to Your Canadian Retirement Specialist!

Connect with Regan:

Facebook: https://www.facebook.com/yourcanadianretirementspecialist

LinkedIn: https://www.linkedin.com/in/schillerandassociates

Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website. 

Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.

Welcome to episode 9 of Fireside Financial!

In today's episode, we delve into the indispensable essentials of estate planning.

A will is a must-have for everyone, yet it often gets relegated to the back burner of priorities. Despite its importance, it rarely feels urgent. However, the myriad reasons underlying the significance of having a will cannot be overstated.

Curious about these crucial reasons? Stay tuned to find out more.

Get in touch with Regan and Joe:

Regan Schiller: https://www.linkedin.com/in/schillerandassociates/

Joe Curry: https://www.linkedin.com/in/joseph-curry-b-sc-cfp-chs-42659247/

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Resources in Today's Episode:

Joe Curry

Regan Schiller

Retirement Planning Simplified – Joe's website

Retirement Planning Simplified – Youtube Channel

Almost 1.4 million Canadian households have reported property rental income.

Since 2022, the rent has increased by 11%, especially in major cities like Vancouver and Toronto, making it more popular to invest in property. However, when deciding whether renting out a property is for you, there are many considerations and tax implications to think about. 

In this episode, Regan will help you address what you need to know before you even get involved in renting out any properties. 

This includes how much income tax you will pay on your rental income, what tax deductions on rental properties are available, and how the capital gains tax on rental property works.

Book your FREE Retirement Planning Consultation and check out our master class on Retirement 

Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for the latest updates.

Thanks for tuning in to Your Canadian Retirement Specialist!

Connect with Regan:

Facebook: https://www.facebook.com/yourcanadianretirementspecialist

LinkedIn: https://www.linkedin.com/in/schillerandassociates

Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website. 

Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.

How we act later in life strongly correlates with what we learned in our youth. 

That's why it's essential to teach kids about money. You can help your kids excel with their finances by helping them develop a sense of what to do with their financial matters. Teaching children the value of money can help them understand where it comes from, what it represents, how to earn it, and what you can buy with it. 

In this episode, I share 5 ways you can teach your kids about happiness with their money and pave the way for a brighter financial future. 

Book your FREE Retirement Planning Consultation and check out our master class on Retirement 

Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for the latest updates.

Thanks for tuning in to Your Canadian Retirement Specialist!

Connect with Regan:

Facebook: https://www.facebook.com/yourcanadianretirementspecialist

LinkedIn: https://www.linkedin.com/in/schillerandassociates

Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website. 

Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.

Have you ever heard the saying, "Don't keep your eggs all in one basket?" The same can be said for stock diversification. 

Having a well-diversified portfolio means owning a wide variety of assets. You can invest in a number of economic market sectors, asset classes and locations to minimize your risk. This means that the positive performance of some assets can outweigh the negative performance of others. 

In this episode, I help you learn how to diversify your stock portfolio for Canadian investors.

Book your FREE Retirement Planning Consultation and check out our master class on Retirement 

Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for the latest updates.

Thanks for tuning in to Your Canadian Retirement Specialist!

Connect with Regan:

Facebook: https://www.facebook.com/yourcanadianretirementspecialist

LinkedIn: https://www.linkedin.com/in/schillerandassociates

Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website. 

Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.