Welcome to 'Think Smart with TMFG,' your definitive guide to Canadian Retirement Planning. Senior Financial Advisors Rob McClelland and Mike Connon of Assante Capital Management Ltd. offer their expert perspective on constructing a calculated retirement strategy. The financial duo shed light on the elements of a solid retirement structure, focusing on crafting a financial plan for a future free of worries.
Our hosts share their extensive financial planning expertise, detailing a roadmap to retirement readiness. Covering everything from considering yearly expenses and budgeting for desires like travel to adjusting lifestyle according to retirement revenue, Rob and Mike offer comprehensive guidance for the listeners.
Rob and Mike explore a wide range of income sources - from RRSPs, Work Pensions, CPP, OAS and registered disability savings plans - to consider in your retirement plans. They underline the necessity of having realistic expectations regarding retirement and withdrawal rates to master financial maneuvers.
Episode 257: Financial Planning For Summer Expenses
Episode 256: Capital Gains Inclusion Rate Changes In Canada
Episode 255: Top 10 Mistakes in Retirement
Episode 254: Understanding Trip Medical and Cancellation Insurance - Conversations with Financial Experts Rob and Mike
Episode 253: CPP - The Best Government Pension Plan?
Episode 252: The Financial Implications of Divorce
Episode 29: Becoming A Great A Client Takes A Little More You Might Expect
Episode 33: Technology: Making Us Way Better At What We Do!
Episode 85: The Sexy Secrets of Private Equity
Episode 251: Retirement is Shorter Than You Think
Episode 249: Expected Rate of Returns in Retirement
Episode 248: All-In on U.S. Stocks – Wise Move or Risky Strategy?
Episode 247: 2023's Most Valuable Companies
Episode 246: Financial Planning Tightwads and Spendthrifts Which Way Works Better?
Episode 245: TFSA -Best Investment Vehicle For Canadian Retirement Planning
Episode 244: Owning a Second Property in Retirement
Episode 243: 6 Ways to Improve the Probability of a Successful Retirement
Episode 242: 2023 Financial Year in Review: What Went Wrong?
Episode 241: Greatest Investment Quotes of All Time Part II
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