This week, Mike and Vero are joined by certified financial planner and YouTube retirement educator Adam Bornn of Parallel Wealth for an episode packed with clarity, insight, and action. Adam shares 5 lessons smart retirees follow—the kind that reduce stress, avoid regret, and put you in control of your financial future. The episode is packed with practical frameworks for building your retirement income plan and ends with a live Q&A that covers some of the most pressing concerns from real …
How Mike Would Invest $1M at Retirement – And How to Plan for Your Spouse or Heirs [Podcast]
We wrap up our retirement mini-series with a powerful question: “How would YOU, Mike, invest $1 million at retirement?” We’ll also explore how he’d plan for his spouse—who has an entirely different investing mindset—and how to make sure your heirs aren’t left guessing. This episode is about more than investing. It’s about peace of mind. Download The Canadian Retiree's Guide to Income-Producing Investments Now! You'll Learn Why $1 Million?The amount isn’t the point—it’s about easy math. The …
Are You Sabotaging Your Retirement Without Realizing It?—7 Mistakes Too Many Retirees Make [Podcast]
When you retire, you stop getting a paycheck—but decisions don’t stop. If you're not properly guided, you might make big mistakes without realizing it. We dig into the 7 most common retirement pitfalls, from claiming benefits too early to not spending enough of your savings. This one is packed with financial wisdom, real-life examples, and tough love. "You plan for 30 years. If you’re wrong, you're going to run out of money—or miss out on life." You'll Learn Claiming CPP/OAS too …
3 Income-Focused Products for Retirees [Podcast]
Welcome to the world of income-focused products for retirees! Once we retire, living off our investments becomes essential. Many people rely on income products to achieve their financial goals. Today, we'll review three types of products across low, medium, and high complexity. Get ready for honest opinions, surprising facts, and tips to avoid costly mistakes! You'll Learn Complexity Levels in Retirement ProductsThe world of retirement investing is massive. Some products are simple and easy …
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The Ultimate Retirement Framework for All Ages [Podcast]
We dive into what really matters behind your investments: retirement. We’re giving you a clear, practical framework for navigating every stage of the journey. Whether you’re 10+ years away, 5 years out, recently retired, or well into your later years, this episode covers mindset shifts, planning tips, investment strategy, and lifestyle considerations for each phase. You'll Learn 10+ Years Before Retirement: Laying the Groundwork At this stage, you aim to build good habits and get your …
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Reaching FIWOOT with Dividends – Mark from My Own Advisor [Podcast]
We’re joined by Mark from My Own Advisor, who has been investing since his twenties and is now preparing for semi-retirement through a lifestyle he calls FIWOOT: Financial Independence, Work On Own Terms. We discuss saving, investing, building a flexible life, and how a hybrid investing strategy can provide both income and growth. Get ready for inspiration, strategy, and practical advice! You'll Learn The Power of Paying Yourself First Mark's journey began with The Wealthy Barber, a …
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