What Good Retirement Advice Is Really Worth (EP 41) episode artwork

EPISODE · Nov 12, 2024 · 20 MIN

What Good Retirement Advice Is Really Worth (EP 41)

from Retiring Canada · host Michael Isbister, CFP®

Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedWhat is good retirement advice actually worth and how should retirees measure the value they receive from an advisor?In this episode of Retiring Canada, we break down the four major ways financial advisors can add value beyond simply picking investments.You will learn how personalized planning can improve retirement outcomes through financial planning, portfolio construction, tax strategies, behavioral coaching, and ongoing guidance. We also walk through two real world case studies that highlight how proper advice can improve retirement confidence, reduce taxes, optimize income, and help retirees make better long term decisions.We also discuss why the true value of advice is often difficult to measure until it is experienced firsthand.This episode is for retirees, pre-retirees, and DIY investors who want to better understand the role personalized advice can play in building a more successful retirement plan. WANT EVEN MORE RETIREMENT PLANNING TIPS?Join thousands of other Canadians and subscribe to the ⁠Retiring Canada Newsletter.⁠https://www.retiringcanada.ca/retirement-newsletterAs a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!EPISODE RESOURCES:📊 Work with Michael: https://www.fundamentalwealth.ca/get-started💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question🌐 Retiring Canada Website: https://www.retiringcanada.ca📘 The Value of Personalized Advice (The Vanguard Group, Inc  - August 2022)   

Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedWhat is good retirement advice actually worth and how should retirees measure the value they receive from an advisor?In this episode of Retiring Canada, we break down the four major ways financial advisors can add value beyond simply picking investments.You will learn how personalized planning can improve retirement outcomes through financial planning, portfolio construction, tax strategies, behavioral coaching, and ongoing guidance. We also walk through two real world case studies that highlight how proper advice can improve retirement confidence, reduce taxes, optimize income, and help retirees make better long term decisions.We also discuss why the true value of advice is often difficult to measure until it is experienced firsthand.This episode is for retirees, pre-retirees, and DIY investors who want to better understand the role personalized advice can play in building a more successful retirement plan. WANT EVEN MORE RETIREMENT PLANNING TIPS?Join thousands of other Canadians and subscribe to the ⁠Retiring Canada Newsletter.⁠https://www.retiringcanada.ca/retirement-newsletterAs a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!EPISODE RESOURCES:📊 Work with Michael: https://www.fundamentalwealth.ca/get-started💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question🌐 Retiring Canada Website: https://www.retiringcanada.ca📘 The Value of Personalized Advice (The Vanguard Group, Inc  - August 2022)

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What Good Retirement Advice Is Really Worth (EP 41)

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The Lavigne Show The Lavigne Show Welcome to The Lavigne Show Podcast!We delve deep into the pursuit of justice in Canada, offering insightful discussions, interviews with guests from across the country and the world, and critical analyses of the legal system—all while saving you time.Catch the Show:For the full, unedited live experience, join TheLavigneShow onTheLavigneShow.comYouTubeRumbleXFacebook LiveTwitchBecome a Member for Exclusive Content at TheLavigneShow.comJoin Us in Pursuing the Truth Adventure In Your Ear Brainjuice Media Adventure In Your Ear is a weekly comedic radio play series. Bi-weekly a new episodic comedy adventure story will be released Wednesday. The stories are a part of our live once a month performances at James Street Pub in Ottawa, On Canada. FaceBook: https://www.facebook.com/aiyepodcastTwitter: @AdvInEarInstagram: adventure_in_your_ear Lending Thoughts Bekim Merdita Welcome to the Lending Thoughts podcast, a Canadian Mortgage Broker’s top source for timely, industry-leading insights to help you become a better mortgage professional.Join Bekim Merdita, a trusted name in mortgages and the EVP of Rocket Mortgage Canada, as he hosts conversations with industry experts and leaders to keep you informed on the latest and greatest in the Canadian mortgage landscape.Let the Lending Thoughts podcast be your guide to growing your tactics, expertise, and ultimately, your business, in this highly competitive mortgage market. SLUSH podcast Matt Lynds Nerd life/ adult life (we think?!) - all mixed up together - give us a listen, once a week.Nova Scotia, Canada

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This episode was published on November 12, 2024.

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Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedWhat is good retirement advice actually worth and how should retirees measure the value they receive from an advisor?In this episode of Retiring Canada, we...

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