EPISODE · Dec 24, 2024 · 16 MIN
Christmas Episode – The Fundamental Retirement Plan (Re-Run)
from Retiring Canada · host Michael Isbister, CFP®
Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedThis Holiday Season, Give Yourself the Gift of Peace of Mind in Retirement! The "Fundamental Retirement Plan," or FRP, is our five-step process to crafting a retirement plan tailored to your unique needs and concerns. This season of giving, think of how a little planning now can be the gift that keeps on giving, ensuring your retirement stays on track no matter what surprises come your way. Specifically, we are going to discuss: The 5-step critical path to a secure retirement How a standalone decision 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
What this episode covers
Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedThis Holiday Season, Give Yourself the Gift of Peace of Mind in Retirement! The "Fundamental Retirement Plan," or FRP, is our five-step process to crafting a retirement plan tailored to your unique needs and concerns. This season of giving, think of how a little planning now can be the gift that keeps on giving, ensuring your retirement stays on track no matter what surprises come your way. Specifically, we are going to discuss: The 5-step critical path to a secure retirement How a standalone decision 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
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Christmas Episode – The Fundamental Retirement Plan (Re-Run)
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