Podcasts

Episode 1: Welcome to Retirement IQ: Your Guide to a Successful Retirement

Episode 2: Why You Need a Retirement Plan (Not Just an Investment Plan)

Episode 3: When Is the Right Time to Retire?

Episode 4: Managing Investment Volatility in Retirement

Episode 5: Money, Life & Meaning with Carl Richards

Episode 6: CPP & Your Retirement Income Strategy

Episode 7: Understanding Old Age Security (OAS)

Episode 8: Creating a Guaranteed Retirement Income Stream

Episode 9: I Wish I'd Never Bought RRSPs

Episode 10: Looking Back and the Road Ahead - A Sneak Peak at 2026 

Episode 11: The Top Four TFSA Pitfalls and How to Avoid Them 

Episode 12: Seven Questions to Ask Before Hiring a Financial Advisor 

Episode 13: Lifespan vs. Health Span: Are You Wasting Your Best Years? 

Episode 14: The "Real" Five Steps to a Successful Retirement Plan 

Episode 15: Avoiding the RRSP Tax Trap: A Strategy for Reducing Lifetime Taxes 

Episode 16: Why Saving is Only Half The Battle - Jim & Susan's Story 

Episode 17: From Savings to Strategy: Your Pre-Retirement Checklist 

Episode 18: Unlocking Home Equity - How Downsizing Can Transform Your Retirement