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Retiring Canada
Michael Isbister, CFP®
67 episodes
6 days ago
Retirement planning strategies for Canadians delivered in plain English.
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Self-Improvement
Education
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All content for Retiring Canada is the property of Michael Isbister, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Retirement planning strategies for Canadians delivered in plain English.
Show more...
Self-Improvement
Education
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EP 51 - Does Your Will Align With Your Intent?
Retiring Canada
11 minutes 48 seconds
6 months ago
EP 51 - Does Your Will Align With Your Intent?

Is your will really saying what you think it is? In this episode, we uncover common estate planning mistakes and how to make sure your wishes are carried out. 

Specifically, we are going to discuss: 

  • Potential issues that can arise with an estate 

  • Three scenarios I have come across in the last 12 months 

  • Considerations you should discuss with your legal counsel 

  • Who should be reviewing their will 

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 

 

Retiring Canada
Retirement planning strategies for Canadians delivered in plain English.