In this episode Joe and Lindsay examine the nuances of life insurance inretirement.Do we really needit, or is it just another added cost?

Read the full show notes and find more information here: RPS Ep 38 Show Notes

In this episode, you will learn how to maximize your retirement savings and reach your financial goals faster through innovative retirement planning. This is a great episode to start learning about all the ins and outs of retirement income planning.

Read the full show notes and find more information here: RPS Ep 37 Show Notes

There isn’t a wealth of information on how to retire as a single person.However, it’snot uncommon to enter retirementon your ownfor a variety of reasons.The reality is that single people don’t have as many planning options as couples, but there are some options. 

Read the full show notes and find more information here: RPS Ep 36 Show Notes

Unretirement is the phenomenon of people returning to work after retiring from their careers or jobs. It’s a trend that’s becoming increasingly common.This might mean returning to a former job, starting a new career or business, working part-time, or taking on consulting or freelance work. People are living longer, healthier lives. This means that some retirees continue to look for the emotional, social, and financial fulfillment that work brings-but on their own terms.

Read the full show notes and find more information here: RPS Ep 35 Show Notes

Retirement planning for business owners means creating and telling a good story for the sale of their company. Transitioning into the sale of a company and into retirement also means having a great long-term plan. In this episode, BobGauvreau, founder, and CEO of Gauvreau Accounting Tax Law Advisory, joins us to lend us his wealth of knowledge on retirement planning for business owners.

Read the full show notes and find more information here: RPS Ep 34 Show Notes

How can we pursue a better investment experience? Knowing how to invest is something but understanding how to get the most from your experience is another. There are many components that go into being a successful investor including knowledge of the market, practicing smart diversification, and focusing on what you can control.

Read the full show notes and find more information here: RPS Ep 33 Show Notes

What do declining stock and bond prices and soaring inflation mean for your retirement income? 

New research published on safe withdrawal rates from Morningstar indicate a 3.8% safe withdrawal rate. Building on our earlier podcast: Do I Need $1 Million to Retire? We thought it was worthwhile taking a close look at this research and asking the more relevant question: Does my $1 million retirement portfolio really only support $38,000 of annual income per that Morningstar article and the 3.8% safe withdrawal rate? 

Read the full show notes and find more information here: RPS Ep 32 Show Notes

Jane Blaufus, keynote speaker business coach, and best-selling author of “With the [Stroke]of a Pen” believes that we have an obligation to ourselves and to those we love to make sure we leave this world in an organized manner, and she has the background and the experience to help people achieve this.

Read the full show notes and find more information here: RPS Ep 31 Show Notes

Whether you’re new to the podcast or a returning listener, Joe and Lindsay discuss the most popular topics, questions, and guests on the show in 2022. This is a great episode if you’re looking for a place to jump in–or want a general refresher on all the critical aspects to consider when planning your retirement.

Listen as Joe recaps some of the highlights of the last year on the show, including the value of approachability, retirement income strategies, the basics of retirement planning, and our most popular question: Do I need $1 million to retire?

Read the full show notes and find more information here: RPS Ep 30 Show Notes 

60% of Canadians don’t have a will, leaving many families in a precarious situation. Putting a plan in place for your estate means giving thought to the people you are leaving behind because a legacy isn’t what you leave people but how you leave them. In this episode, David Edey, Certified Executor Advisor (CEA) and author of “Executor Help: How to Settle an Estate – Pick an Executor and Avoid Family Fights” and podcast host of “Executor Help,” joins the show to share his own experience with being an executor and the common missteps that many make in estate planning and how to avoid them.

Read the full show notes and find more information here: RPS Ep 29 Show Notes