5 Steps to Retire Confidently in 2026 (EP 70) episode artwork

EPISODE · Jan 6, 2026 · 14 MIN

5 Steps to Retire Confidently in 2026 (EP 70)

from Retiring Canada · host Michael Isbister, CFP®

Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedRetirement is one of the biggest financial and lifestyle transitions you will ever make. If 2026 is your target retirement year, the planning decisions you make right now could have a major impact on your long term success and confidence.In this episode of Retiring Canada, we discuss five important steps Canadians should take if they are planning to retire in 2026.You will learn why budgeting and spending awareness are crucial during retirement, how to review your investment portfolio for retirement suitability, and why CPP, OAS, pension decisions, and tax wise decumulation planning can dramatically impact your future retirement income. We also discuss estate planning, Powers of Attorney, health care directives, and the importance of building a coordinated retirement plan that goes beyond investments alone.We also explore the softer side of retirement including purpose, relationships, health, and how gaining financial confidence allows retirees to focus more fully on enjoying the next chapter of life.This episode is for Canadians planning to retire in 2026 or within the next few years who want greater clarity and confidence about their long term 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://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

Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedRetirement is one of the biggest financial and lifestyle transitions you will ever make. If 2026 is your target retirement year, the planning decisions you make right now could have a major impact on your long term success and confidence.In this episode of Retiring Canada, we discuss five important steps Canadians should take if they are planning to retire in 2026.You will learn why budgeting and spending awareness are crucial during retirement, how to review your investment portfolio for retirement suitability, and why CPP, OAS, pension decisions, and tax wise decumulation planning can dramatically impact your future retirement income. We also discuss estate planning, Powers of Attorney, health care directives, and the importance of building a coordinated retirement plan that goes beyond investments alone.We also explore the softer side of retirement including purpose, relationships, health, and how gaining financial confidence allows retirees to focus more fully on enjoying the next chapter of life.This episode is for Canadians planning to retire in 2026 or within the next few years who want greater clarity and confidence about their long term 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://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

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5 Steps to Retire Confidently in 2026 (EP 70)

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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 January 6, 2026.

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Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedRetirement is one of the biggest financial and lifestyle transitions you will ever make. If 2026 is your target retirement year, the planning decisions you...

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