• Ep 23 Can you Retire with $400K Nest Egg?

  • Jun 5 2024
  • Duración: 28 m
  • Podcast

Ep 23 Can you Retire with $400K Nest Egg?

  • Resumen

  • Are you wondering if it's possible to retire comfortably in Canada with a $400,000 nest egg?

    In today's episode, we dive into this pressing question. Join Brett and Omari as they leverage their decades of experience in the financial services industry to provide you with actionable insights and practical advice. Whether you're nearing retirement or just starting to plan, this episode will equip you with the knowledge to navigate the complexities of retirement planning in today's dynamic economic climate.

    Tune in to learn how to optimize your investment strategies, manage potential economic changes, and ensure your retirement plan is robust and adaptable.

    Episode Highlights:

    • Retiring with $40,000 nest egg in Canada, exploring economic factors and retirement strategies.
    • Discussion on current economic factors affecting retirement planning
    • Detailed case study of a fictional couple, John and Jane
    • Analysis of key retirement strategies including balanced portfolio investing, delaying CPP and OAS payments, and the role of the housing market
    • Stress testing the retirement plan under different economic scenarios
    • Practical advice for listeners on how to apply these insights to their own retirement planning
    • Emphasis on the importance of financial literacy and flexible planning

    And many more!

    Stay Connected with Smart Wealth Podcast Hosts:

    Brett Cranson: www.linkedin.com/in/brettcranson/

    Omari Whyte: www.linkedin.com/in/omari-whyte/

    LinkedIn Brett Cranson: linkedin.com/in/brettcranson

    LinkedIn Omari Whyte: linkedin.com/in/omari-whyte

    For business inquiries, please head over to

    https://www.uptownwealthmanagement.com
    https://www.familyfirstadvisors.ca

    email:

    brett.cranson@ipcsecurities.com

    omari.whyte@familyfirstadvisors.ca

    Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.

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