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

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Manage episode 416725063 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Joe and Regan navigate through the various income streams available in retirement, including pension plans, government benefits like CPP and OAS, investment portfolios, annuities, and even rental income.

They emphasize the importance of intentional decision-making, stressing the need for individuals to assess their expenses, maintain emergency funds, optimize taxes, and consider their net worth goals to ensure financial stability throughout retirement.

Read the full show notes and find more information here: FF EP 13 Show Notes

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 416725063 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Joe and Regan navigate through the various income streams available in retirement, including pension plans, government benefits like CPP and OAS, investment portfolios, annuities, and even rental income.

They emphasize the importance of intentional decision-making, stressing the need for individuals to assess their expenses, maintain emergency funds, optimize taxes, and consider their net worth goals to ensure financial stability throughout retirement.

Read the full show notes and find more information here: FF EP 13 Show Notes

  continue reading

100 episodes

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