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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Beyond FIRE: Liquid’s Journey, Challenges, and Life After Work [Podcast]
We reconnected with Liquid, who achieved FIRE at 35. But what happens after the dream is realized? We dive into his life post-FIRE and discuss how he manages his time, finances, and investments. Liquid opens up about unexpected challenges and the reality of maintaining purpose beyond a career. This conversation is packed with retirement insights you won’t want to miss! You'll Learn Adjusting to Life After Reaching FIRE Liquid discusses how retirement has shifted his daily experience. Without …
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Investing at 14 and FI by 20 – Emmanuella’s Inspirational Story [Podcast]
Today's guest is not yet an adult but aims to reach financial independence by her 20s! She will share her uncommon story, goals, and investment process. What strikes us the most about her, though, is her focus and engagement with her objectives. Ready to be impressed? In need of some stock inspiration? Download the Top Stocks Booklet You'll Learn Vero met Emmanuella in a public webinar about retirement with Mike. The young investor came into the chat and wrote: "Hey everyone! I’m …
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