Retiring Canada

Michael Isbister, CFP®
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  • UPDATED BIWEEKLY

Retirement planning strategies for Canadians delivered in plain English.

  1. APR 28

    EP 78 - Optimizing Your Primary Residence Exemption in Retirement

    Optimizing your primary residence exemption can save you tens, or even hundreds of thousands in retirement. Here's what every Canadian homeowner needs to know. Specifically, we are going to discuss: - What properties qualify - The specific tax years that can impact your exemption - An example of selling a home and a vacation property -Nuances to claiming the primary residence exemption accurately - The one planning tip Canadians miss Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter. As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE! *** EPISODE RESOURCES: 📊Work with Michael 💻Subscribe to the Newsletter 👉Download Our Latest Retirement Guide ✏️Submit Your Question 🌐Retiring Canada Website

    16 min

  2. APR 14

    EP 77 - The Canadian Retirement Tax Trap

    The biggest retirement tax mistake Canadians make isn't what you think... and it could cost you far more than you realize. Specifically, we are going to discuss: - A potential conflict of interest many people don't realize - Timeless advice from my mentor - Optimizing the tax valley so you can spend, gift or donate more - Our step by step year end tax planning process - The importance of a unified approach Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS: Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter. As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE! *** EPISODE RESOURCES 📊  Work With Michael 💻 Subscribe to the Newsletter 👉 Download Our Latest Retirement Guide ✏️  Submit Your Question 🌐 Retiring Canada Website

    17 min

  3. MAR 31

    EP 76 - Most Canadians Miss These 2 Estate Documents

    Most Canadians have a will and powers of attorney in place, but it's often the two estate documents they don't have that make the biggest difference for their family when the time comes. Specifically, we are going to discuss: - The importance of a cohesive strategy - When you should consider reviewing your estate documents - Two crucial estate documents to make your families life easier during a difficult time - Making a plan on purpose. Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of Canadians and subscribe to the Retiring Canada Newsletter As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE! *** 📊 Work with Michael 💻 Subscribe to the Newsletter 👉 Download Our Latest Retirement Guide ✏️ Submit Your Question 🌐 Retiring Canada Website 📄 Executor Checklist 📝 Letter of Instruction

    13 min

  4. MAR 17

    EP 75 - Spend It All – 5 Planning Rules for Retiring with a Minimal Estate

    What if your retirement goal isn't leaving an inheritance... but confidently spending your savings during your lifetime? Specifically, we are going to discuss: - The goal of spending down your accounts and leaving a minimal estate - 5 key considerations for those of you with this goal - Core retirement planning assumptions that make or break your plan - The one thing you can control in retirement - Understanding your willingness to pivot and change if needed - Lessons from Glen Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter. As a thank you, you'll receive a copy of our latest Retirement guide AND MORE! *** EPISODE RESOURCES: 📊 Work With Michael 💻 Subscribe to the Newsletter 👉 Download Our Latest Retirement Guide ✏️ Submit Your Question 🌐 Retiring Canada Website 🔗 2025 Projection Assumption Guidelines - FP Canada

    19 min

  5. MAR 3

    EP 74 - Three Tips to Streamline Your Tax Filing

    Before you rush to file your taxes, here are three simple strategies that could save you from reassessments, interest charges, and unnecessary stress. Specifically, we are going to discuss: -         2025 tax filing issues -         Three tips to help with your tax filing -         One online account everyone should have access too -         Three tax planning value adds that make your life easier Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter As a thank you, you’ll receive a copy of our latest Retirement Guide AND MORE!  *** EPISODE RESOURCES: 📊  Work With Michael 💻 Subscribe to the Newsletter 👉 Download Our Latest Retirement Guide ✏️  Submit Your Question 📘  Get a Copy of My Book 🌐 Retiring Canada Website 📄Your Tax Strategies 2025 Tax Letter - SAMPLE 📝 Spring Tax Slip Checklist - SAMPLE

    16 min

  6. FEB 17

    EP 73 - 6 Signs You Need a Second Opinion

    Sometimes the biggest risk to your retirement is not marketvolatility, it is staying too long in the wrong advisory relationship. Specifically, we are going to discuss: -         Building trust and respect with an advisor team -        The first call you make when trust is built -         The one thing DIY investors will never understand -         6 scenarios you may consider switching advisors Lastly, I will finish up with some action items to helpaddress some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter As a thank you, you’ll receive a copy of our latestRetirement Guide AND MORE!  *** EPISODE RESOURCES: 📊  Work With Michael 💻 Subscribe to the Newsletter 👉 Download Our Latest Retirement Guide ✏️  Submit Your Question 📘  Get a Copy of My Book 🌐 Retiring Canada Website

    14 min

  7. FEB 3

    EP 72 - The 7-Step Blueprint for Tax-Wise Retirement Income

    Retirement income isn't only about how much you've saved, it's about how, when and from where you draw it once the pay-cheques stop. Specifically, we are going to discuss: - The chess match that is retirement planning - 7 considerations to create a sustainable retirement income for life. - A significant income loss you may experience later in life - 2 key points to consider while both spouses are living - The art of retirement planning Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE! *** EPISODE RESOURCES: 📊  Work with Michael 💻 Subscribe to the Newsletter 👉 Download Our Latest Retirement Guide ✏️  Submit Your Question 📘  Get a Copy of My Book 🌐 Retiring Canada Website 📝Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice 📜Client Service Standards

    24 min

  8. JAN 20

    EP 71 - How Dividends Impact Your Retirement

    Dividends may feel like "safe" retirement income, but without the right plan, they can quietly increase your taxes and reduce your government benefits. Specifically, we are going to discuss: A generation of people who idolize dividend investing5 blind spots of the retirement dividend investorThe impact dividends have on tax and your government benefitsThe importance of coordinating your investment plan with your overall retirement planLastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe the the Retiring Canada Newsletter As a thank you, you'll receive a copy of our latest retirement guide AND MORE! *** EPISODE RESOURCES: 📊Work with Michael 💻Subscribe to the Newsletter 👉Download Our Latest Retirement Guide ✏️Submit Your Question 📘Get a Copy of My Book 🌐Retiring Canada Website

    13 min
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About

Retirement planning strategies for Canadians delivered in plain English.

Information

  • Creator
    Michael Isbister, CFP®
  • Years Active
    2021 - 2026
  • Episodes
    80
  • Rating
    Clean
  • Copyright
    © Michael Isbister, CFP®
  • Show Website
    Retiring Canada

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