All Episodes

EP # 192 | Rebroadcast: A Retirement Manifesto, with Fritz Gilbert

EP # 191 | Non-Registered Accounts: Why Your Withdrawal and Your Taxable Income Don't Match

EP # 190 | When You Retire in Canada, Tell NO ONE (Until You Do These 3 Things)

EP # 189 | Helping Adult Children Financially Without Ruining Your Retirement (Guide for Canadian Parents)

EP # 188 | 6 Costly Retirement Mistakes Canadian Retirees Keep Making (And How To Avoid Them)

EP # 187 | The RRSP Meltdown Strategy: How Canadian Retirees Can Cut RRIF Taxes & OAS Clawback

EP # 186 | Retirement Budgeting Basics: 4 Costly Mistakes Canadian Retirees Keep Making

EP # 185 | 5 Retirement Regrets Canadian Retirees Confess After 65 (Even Millionaires)

EP # 184 | Five things to do with RRIF minimums you don't need

EP # 183 | 7 Expensive Mistakes Affluent Retirees Make in Their 60s

EP # 182 | All Your Money With One Advisor? CDIC, CIPF & 'Eggs in One Basket' Explained for Canadian Retirees

EP # 181 | The Last Legal Tax Shelters in Canada (And How They Actually Work), with Mark Halpern

EP # 180 | What Most People Get Wrong About When to Take CPP

EP # 179 | How to Stress Test Your Retirement Plan in 2026 (Before It Breaks)

EP # 178 | The Hidden Risk of Playing It Too Safe in Retirement

EP # 177 | The Real Struggle: Spending in Retirement

EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions

EP # 175 | If Your Retirement Plan Feels Boring, You're Probably Doing It Right

EP # 174 | Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action

EP # 173 | The 5 Retirement Lessons You Loved Most in 2025

EP # 172 | 10 Common Wealth Traps Smart Canadian Retirees Avoid

EP # 171 | What I Learned From 100 Early Retirees in Canada

EP # 170 | What Should You Withdraw First: RRSP, CPP, or TFSA?

EP # 169 | Beneficiaries, Successors & Your Retirement Accounts: How to Get It Right Before You Retire

EP # 168 | Plugging the Leaks: How to Free Up Hidden Cashflow Before Retirement

EP # 167 | Retirement Planning Simplified — Why Simplicity is the Ultimate Strategy

EP # 166 | Cybersecurity for Retirees: Protecting Your Digital Wealth

EP # 165 | Why You Might Want to Take CPP at 60 (Even If the Math Says Otherwise)

EP # 164 | How to Evaluate Investment Performance in Retirement

EP # 163 | The 5.5 Guaranteed Retirement Income Sources Every Canadian Should Understand

EP # 162 | Understanding RRIF Withdrawal Rules and Building a Tax-Smart Retirement Plan

EP # 161 | Redefining Retirement for High Achievers: Identity, Purpose, and Structure After Work

EP # 160 | Retirement and Sudden Death: Psychological and Physical Risks to Know

EP # 159 | Financial Psychology for Retirees

EP # 158 | Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards

EP # 157 | How to Delay CPP to Age 70 Without Sacrificing Retirement Income

EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value

EP # 156 | Outperform Without the Guesswork: A Conversation with Wes Crill

EP # 155 - Applying FIRE Strategies to Traditional Retirement with Chris Mamula

EP 8:Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau

EP # 154 - Understanding the Bond Tent Strategy for Retirement Portfolio Protection

EP 7: The Truth About the Value Gap and Growing Your Business

EP # 153 - How Women Can Take Control of Their Retirement Finances with Rachael Burns

EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick

EP # 152 - The Power of Art, Identity & Joy After 60

EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap

EP # 151 - Planning Once Isn't Planning: Why Retirement Requires Ongoing Strategy

EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai

EP # 150 - Slow Travel, Big Impact: Redefining Retirement

EP 3: SDE VS EBITDA What's Business Worth?

EP # 149 - Dating, Companionship & Romance After 60 with Andrea McGinty

EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA

EP # 148 - Seven Tax-Smart Ways to Leave a Legacy—Without Leaving a Tax Bill

EP 1: The 4 Types of Buyers

EP # 147 - :Aging Isn't the Problem: Dismantling Ageism with Ashton Applewhite

EP # 146 - What's Next? How to Create Meaning and Momentum with Retirement Coach Nancy Collamer

EP # 145 - How to Tap Into Retirement Funds Without Derailing Your Plan

EP # 144 - Retirement Isn't the End: Age with Confidence, Strength, and Purpose with Laura Lynn Morrissey

EP # 143 - Test-Drive Retirement: Mini Retirements, Intentional Living, and Finding Joy with Jillian Johnsrud

EP # 142 - The 7 Pillars of Retirement Planning: A Practical Guide

EP # 141 - Rethinking Retirement: Aging, Identity, and the Power of Mentorship with Dr. Deborah Heiser

EP # 140 - Women & Wealth: Smart Retirement Planning for a Confident Future

EP # 139 - The New Retirement: Work, Purpose & Aging with Dr. Corinne Auman

Ep # 138 - Move More, Live Better: Confidence, Consistency & Commitment with Esther Avant

Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen

Ep # 136 - Mastering Your Money Mindset for a Fulfilling Retirement with John Hankins

Ep #135: Retirement is Not a Math Problem with Roger Whitney (The Retirement Answer Man)

Ep #134: Smart Tax Strategies for More Efficient Retirement Planning

EP #133: Retirement Taxes 101: What You Need to Know

Ep # 132: Work, Wealth & Well-Being: The New Retirement Mindset with Chris Farrell

Ep #131: Pension Planning Made Simple: Boost Your Retirement Strategy

EP #130: TFSAs: Your Secret Weapon for Tax-Free Retirement Income

EP #129: 2025 Retirement Planning Updates

EP #128: Canada Pension Plan Explained: Maximize Your Retirement Benefits

Fireside Financial Ep #22: Safeguard Your Future: The Link Between Cognitive Health & Retirement Planning

Ep #127: Retirement Unfiltered: Lessons from the Retirement Journey with David Warren

Ep #126: The Art of Retirement: Balancing Money, Health and Happiness with Dr. Michael Finke

Ep #125: Retirement Starts Today: Have a Purposeful and No-Regrets Life with Benjamin Brandt, CFP

Ep #124: Understanding RRIFs: Strategies to Save on Taxes and Boost Income

Ep #123: Maximize Your RRIF: Tax-Smart Withdrawal Strategies for Retirees

Fireside Financial Ep #21: Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals

Ep #122: Clarity & Action: Bring It On 2025!

EP #121: 2024's Top Retirement Tips: Mistakes, Strategies, and Expert Insights

Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow

Ep #119: The Hidden Costs of Retirement You Can't Afford to Miss

Ep #118: Understanding Inflation and Its Long-Term Impact on Retirement

Fireside Financial Ep #20 – Client-Centered Wealth Management

Ep #117: Good Portfolio Management Won't Make Up for Bad Financial Planning

Ep #116: Essential Insights on Hospice Care and Support with Red Keating

Ep# 115: Retire with Impact: Discover the Power of Volunteering with Lois Tuffin

Ep# 114: Understanding the Bucket Strategy for Retirement Income: RISA Framework Explained

Fireside Financial Ep #19: Gaining Clarity: Why Retirees Switch Financial Advisors

Ep #113 Guaranteed Income and Growth: Exploring Risk Wrap Retirement Strategies

Ep #112 Too Risk Averse for the Market? Explore Income Protection Instead

Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement

Ep # 110 - Estate Planning Fails: Real Stories of What Can Go Wrong

Fireside Financial Ep #18: Top 10 Reasons You Need a Retirement Plan

Ep #109: Why Sugarcoating Retirement Plans Does More Harm Than Good

Ep #108: Customize Your Retirement Strategy: There's No One-Size-Fits-All Approach

Ep #107: Skeptic to Advocate: Robin Powell's Journey into Evidence-Based Investing

Ep# 106: Understanding Your Retirement Income Personality for Success with Wade Pfau

EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

Fireside Financial Ep #17: Expect the Unexpected: Hidden Costs in Retirement

Ep #104: Top Strategies to Reduce Taxes in Retirement

Ep# 103: The High Cost of Complicating Your Investments

Ep #102: What to Do When Markets Get Scary

Ep #101: Going Beyond 'Financial Advisor Near Me' to Find the Right Fit

Fireside Financial #16: RRSPs Alone Don't Cut It: Building a Complete Retirement Plan

Ep #100: Envision Your Future Self: Craft an Optimistic Retirement

Ep #99: The 4% Rule Revisited: How to Craft a Safe Retirement Withdrawal Rate

Ep #98: Estate Planning 101: What to Include in Your Will

Ep #97: Safeguard Your Savings: Outsmart Cybercriminals Targeting Your Money with Scott Wright

EP #96: Comparing Cryptocurrency to Stocks and Bonds: Does it Belong in Your Retirement?

Fireside Financial Ep 15: The Value of Having a Retirement Emergency Fund

EP #95: 3 Reasons Why Following Investment Evidence Beats Guessing the Market

Ep #94: 5 Ways to Build Your Emergency Fund for Retirement

EP 93: The Overlooked CPP Strategy That Saves Business Owners Thousands

EP #92: Paying for Promises: An Evidence-Based Look at Segregated Funds

Fireside Financial Ep 14: Stay Social and Stay Sharp: The Top Reasons to Work Part-Time Post-Retirement

EP #91: Capital Gains Tax - Assessing Your Risk and Taking Action

EP #90: Maximize Your Estate: Strategies to Transfer Assets Tax-Efficiently to Your Beneficiaries

EP #89: Why Typical Isn't Always Right in Estate Planning

Ep #88: Testamentary Spousal Trusts

Fireside Financial Ep 13: Pension to Portfolio: Strategies for Drawing Income in Retirement

EP #87: The Sandwich Generation

EP #86: Are You Making These 8 Retirement-Wrecking TFSA Mistakes?

EP #85: Managing Debt in Retirement

EP #84: Rock On: Channel Your Inner Rock Star for a Vibrant Life After Work with Dr. Sally Chivers-Storey

EP #83: 7 Actions to Take in the 5 Years Leading Up to Retirement

Fireside Financial Ep 12: Grandparenting 101: Instilling Money Values in Grandchildren

EP #82: Top 5 Non-Money Mistakes in Retirement

EP #81: 5 Common Money Mistakes in Retirement

EP #80: Navigating the Behavior Gap: Why the Average Investor Underperforms the Market

EP #79: Subscribed and Satisfied: Optimizing Your Spending Without Sacrifice

Fireside Financial EP #11: Turning Family Money into Financial Freedom: Smart Planning for Inheritances

EP #78: Inheritance: Why Fair and Equal Aren't the Same

EP #77: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick

EP #76: Calculating Your Retirement Number: Factoring in Your Pension

EP #75: A Field Guide to Retirement for Millennials, Retirees and Beyond with Dan Solin

Fireside Financial EP #10: Estate Planning 101

EP #74: A Retirement Manifesto with Fritz Gilbert

EP #73: The Future of Retirement: David Blanchett on Inflation, Alternative Assets and Advice

EP #72: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 with Matt Holmes

EP #71: Business Exit Mastery: Avoid Pitfalls & Maximize Value with David C Barnett - Part 2

EP #70: The Egg Story: Make Sure You're Taking Action

Fireside Financial EP #9 Protect Your Legacy: Estate Planning Essentials for Families

EP #69: Navigating Retirement in 2023: Expert Insights

EP #68: Business Exit Mastery: Avoid Pitfalls & Maximize Value with David C Barnett - Part 1

Ep #67: Peace of Mind: The Power in Pre-Planning and Prepaying Your Funeral

Ep #66: Seize the Opportunities: Craft Your Perfect Retirement Experience with Gary Poier

Fireside Financial Ep 8: Find Your Financial Zen: Build Resilience Amid Market Volatility

Ep #65: Fear to Freedom: Smart Risk Management in Retirement Planning

EP #64: Retiring Business Owners: Success Stories and Expert Tips with Nick Mombourquette

EP #63: Mistakes you Might be Making in Retirement Planning, Pt 2

EP #62: Mistakes you Might be Making in Retirement Planning, Pt 1

Fireside Financial Ep 7: Maximizing Retirement Planning: How Minimizing Can Maximize Your Financial Future

EP #61: Buyer Beware: If you're paying for a plan, make sure it's a plan

EP #60: Don't Overlook Inflation: Strategies to Protect your Retirement Income

EP #59: Empower Your Retirement: Strategies for Boosting Brain Health with Jen Johnstone and Sarah Cook

EP #58: I Wish I Didn't Invest in RRSPs

EP #57: Retirement Dress Rehearsal: Prepare for Retirement Like a Pro

Fireside Financial Ep 6: Strategic Withdrawal Strategies: Making the Most of Your Registered Retirement Income Funds

EP #56: Key Lessons from "The Millionaire Next Door"

Ep #55: Do I Need a Financial Planner? Or a Wealth Advisor? Yes, it's Confusing.

EP #54: Unlocking Fulfillment and Purpose in Retirement: Insights from Mary Ellen French and David Wing

EP #53: Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Preet Banerjee

Fireside Financial Ep 5: Mastering Retirement Planning: CPP, Investments, and Personal Goals

EP #52: Maximizing Retirement Joy: How to Enjoy Life to the Fullest while Leaving a Meaningful Legacy

EP #51: Mastering Financial Savvy for Luxury Travel: Tips from Danielle Desir Corbett

EP 50: Managing Taxes – Strategies for Business Owners

Ep #49: Minimize Taxes, Maximize Your Retirement Income

Fireside Financial Ep 4: Maximizing Retirement Income: The Impact of Financial Assistance on Your Golden Years

EP #48: Mastering Emotions and Investing: How a Long-Term Perspective Leads to Financial Success

EP #47: How to Achieve a Comfortable Retirement Through Effective Planning

EP #46: Beyond Retirement: Overcoming Retirement Fears with Jacquie Doucette

EP #45: Retiring Your Way: Uncovering Different Types of Retirement

EP #44: Unleashing Your Values for a Fulfilling Retirement: The Retirement Navigator

Fireside Financial Ep 3: Retirement Spending: Balancing the Pitfalls and Opportunities

EP #43: Maximizing Your Retirement: Understanding Safe Withdrawal Rates

EP #42: The Four Horsemen of Investing: The Behavioral Mistakes that Destroy our Investments with Freeman Linde

Fireside Financial Ep. 2: Maximizing Your Retirement Benefits

Ep #41: Inclusive Retirement Planning & Finding the Right Advisor with Laura Whiteland

EP #40: Jane Robertson: Fighting Tax Inequity for Single Seniors

EP #39: Retiring with Purpose

Fireside Financial Ep. 1: How to be a Successful Retiree

EP #38: Do I Need Life Insurance in Retirement?

EP #37: Have an Awe-Inspired Retirement with Joseph Curry, Caleb Miller and Riley Anderson from "Awe - Inspired and Retired"

Ep #36: Retiring Single

EP #35: The Phenomenon of Unretirement

Ep #34: Retirement for Business Owners with Bob Gauvreau

Ep #33 : Pursuing a Better Investment Experience

EP # 32: Do I Need $1 Million to Retire? Pt. 2

Ep #31: Courageous Conversations with Jane Blaufus

EP #30: Your Retirement Planning Simplified's Year in Review

Ep #29: Executor Help with David Edey

EP #28: Charitable Giving in Your Community with Lesley Heighway

Ep #27: Maximizing Your Legacy Through Charitable Giving with Mark Halpern

Ep #26: Canada Gives and Donor-Advised Funds with Denise Castonguay

Ep #25: Charitable Planned Giving

Ep #24: The Curated Retirement, Interview with Retirement Coach Tammy Vigue

Ep #23: Behavioral Finance and Scientific Based Investing with Christian Newton

Ep #22: Working with Different Types of Trusts in Estate Planning

Ep #21: Retirement Levers

Ep #20: Do I Need $1 Million To Retire?

Ep #19: Investing in Retirement

Ep #18: Canada Pension Plan (CPP) and Old Age Security (OAS) Timing

Ep #17: Cash Flow in Retirement

Ep #16: Living a Passion Driven and Authentic Life with Scott Armstrong

Ep #15: Retirement Income Bucket Strategies

Ep #14: Dynamic Withdrawal Strategies

Ep #13: Safe Withdrawal Rates and Traditional Retirement Projections

Ep #12: Retirement Income Strategies Overview

Ep #11: Minimizing Your Lifetime Tax Bill with Kaz Nesbitt

Ep #10: Retirement Risk #5: Healthcare Expenses

Ep #9: Retirement Risk #4: Inflation Risk

Ep #8: Retirement Risk #3: The Risk of Being Too Conservative

Ep #7: Retirement Risk #2 – Longevity

Ep #6: Retirement Risk #1 – Sequence of Returns and Why the Game Changes in Retirement

Ep #5: Creating Paychecks in Retirement

Ep #4: Pension Income Splitting: How It Works

Ep #3: Common Tax Credits You May Not Know About

Ep #2: How Different Types of Retirement Income Are Taxed

Ep #1: Welcome to Your Retirement Planning Simplified