
We’re unpacking nore of the most common retirement questions Canadians face, including when pension income can be split, how RRSP withdrawals should be timed, and whether investing after 60 still makes sense. We look at where TFSAs fit into the mix, how a cash wedge can support peace of mind, and why timing your retirement date can have a bigger impact than you might expect.
We also dive into what truly makes a retirement plan effective – from tax efficiency and income flow to the lifestyle shift that happens when work ends. If you’re planning for retirement or already there, this episode will help you make smarter, more confident decisions with the wealth you’ve built.
Eligible Pension Income CRA: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/pension-income-splitting/eligible-pension-income.html
Advisor.ca Article: https://www.advisor.ca/practice/longevity/how-retirement-coaching-is-redefining-the-future-of-advice/