Dividends may feel like "safe" retirement income, but without the right plan, they can quietly increase your taxes and reduce your government benefits.

Specifically, we are going to discuss:

• A generation of people who idolize dividend investing
• 5 blind spots of the retirement dividend investor
• The impact dividends have on tax and your government benefits
• The importance of coordinating your investment plan with your overall retirement plan

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

WANT EVEN MORE RETIREMENT PLANNING TIPS?

Join thousands of other Canadians and subscribe the the Retiring Canada Newsletter

As a thank you, you'll receive a copy of our latest retirement guide AND MORE!

***

EPISODE RESOURCES:

📊Work with Michael

💻Subscribe to the Newsletter

👉Download Our Latest Retirement Guide

✏️Submit Your Question

📘Get a Copy of My Book

🌐Retiring Canada Website

Thinking about retiring in 2026? The decisions you make right now could determine whether you retire with confidence... or uncertainty?

Specifically, we are going to discuss:

- The number 1 concern I hear from retirees.

- The importance of being confident with your retirement decision.

- 5 retirement planning tips if you want to retire in 2026.

- Focusing on the softer points of retirement and,

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter.

As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!

***

EPISODE RESOURCES:

📊 Work with Michael

💻 Subscribe to the Newsletter

👉 Download our Latest Retirement Guide

✏️ Submit Your Question

📘 Get a copy of my Book

🌐Retiring Canada Website

This Holiday Season, Give Yourself the Gift of Peace of Mind in Retirement.

Our Fundamental Retirement Plan (FRP) is a simple, five-step framework designed to help you build a retirement plan that reflects your goals, your lifestyle, and your biggest concerns.

As we head into the season of giving, consider how a bit of thoughtful planning today can become the gift that continues to support you year after year, keeping your retirement on track, even when life brings the unexpected.

Want more this Christmas?

Tune in as we break down each step of the FRP process in Episodes 59-64. Perfect listening for a cozy holiday season and a confident year ahead.

Specifically, we are going to discuss:

• The 5-step critical path to a secure retirement
• How a standalone session can derail your retirement
• The importance of ongoing monitoring and adjustments when life throws you a curve ball.

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

WANT EVEN MORE RETIREMENT PLANNING TIPS?

Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter.

As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!

***

EPISODE RESOURCES:

📊 Work With Michael

💻 Subscribe to the Newsletter

👉 Download Our Latest Retirement Guide

✏️ Submit Your Question

📘 Get a Copy of My Book

🌐 www.RetiringCanada.ca

Market crashes are inevitable but with the right strategy, your retirement can weather any storm. Discover the 5 key ways to prepare your portfolio in today's episode of Retiring Canada.

Specifically, we are going to discuss:

• The inevitably of stock market draw downs
• Preparing your portfolio for WHEN things go down, not IF
• 5 core tenants to prep your retirement portfolio for the next draw down
• How a cohesive plan will give you confidence during the next unprecedented event

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

WANT EVEN MORE RETIREMENT PLANNING TIPS?

Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter.

As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!

***

EPISODE RESOURCES

📊 Work with Michael

💻 Subscribe to the Newsletter

👉 Download our Latest Retirement Guide

✏️ Submit Your Question

📘 Get a Copy of My Book

🌐 Retiring Canada Website

Your biggest opportunity as a Canadian Investor isn't earning more, it's keeping more through smart, tax-efficient planning.

Specifically, we are going to discuss:

- Five strategies to get the most out of your money while keeping CRA out of your pocket

- How to optimize your corporate investment account

- Managing multiple sources of income into a unified retirement income plan

- Optimizing investment within your investment accounts

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

WANT EVEN MORE RETIREMENT PLANNING TIPS?

Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter

As a thank you, you'll receive a copy of out latest Retirement Guide AND MORE!

***

EPISODE RESOURCES:

📊 Work With Michael

💻 Subscribe to the Newsletter

👉 Download Our Latest Retirement Guide

✏️ Submit Your Question

📘 Get a Copy of My Book

🌐 www.RetiringCanada.ca

When it comes to real estate in retirement, the toughestquestion isn’t “Can I sell?”…it’s “Should I?”

Specifically, we are going to discuss:

- The keys reasons you may actually want to keepsome or all of your properties

- The main reasons why you may want to sell someor all of your properties

- 5 questions to ask yourself to help with the buyor sell decision.

- My experience owning a rental property.

- The impact these decisions will have on yourretirement success.

Lastly, I will finish up with some action items to helpaddress some potential shortfalls in your current plan.

WANT EVEN MORE RETIREMENT PLANNING TIPS?

Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter

As a thank you, you’ll receive a copy of our latestRetirement Guide AND MORE!

***

EPISODE RESOURCES:

📊 Work With Michael

💻 Subscribe to the Newsletter

👉 Download Our Latest Retirement Guide

✏️ Submit Your Question

📘 Get a Copy of My Book

🌐 www.RetiringCanada.ca

Building a retirement portfolio isn't just about what you invest in it's about where you hold it. Today's episode breaks down how smart asset location can make or break your retirement income.

Specifically, we are going to discuss:

- Two considerations when building a retirement portfolio.

- The importance of considering where you place investments through a tax lens.

- A conversation I have with all our successful retirees.

- The importance of a portfolio that can weather market uncertainty.

- A sample retirement portfolio.

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

WANT EVEN MORE RETIREMENT PLANNING TIPS?

Join thousands of Canadians and subscribe to the Retiring Canada Newsletter.

As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!

***

EPISODE RESOURCES:

📊 Work With Michael

💻 Subscribe to the Newsletter

👉 Download Our Latest Retirement Guide

✏️ Submit Your Question

📘 Get a Copy of My Book

🌐 www.RetiringCanada.ca

From that first coffee and handshake to personalized follow-ups and ongoing strategy, here’s what your first year as a client really looks like.

Specifically, we are going to discuss:

- How a team approach leads to a more robust relationship

- The importance of a coffee and handshake

- Your tailor first year experience – in writing

- How often we will meet, whether by phone, virtually or in person

- Our specialization and commitment to you

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

WANT EVEN MORE RETIREMENT PLANNING TIPS?

Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter

As a thank you, you’ll receive a copy of our latest Retirement Guide AND MORE!

***

EPISODE RESOURCES:

📊 Work With Michael

💻 Subscribe to the Newsletter

👉 Download Our Latest Retirement Guide

✏️ Submit Your Question

📘 Get a Copy of My Book

🌐 www.RetiringCanada.ca

Sample of Client’s First Year