Planning Your Own Retirement: A Rare Peek into a Canadian Financial Planner’s Playbook

Have you ever wondered how financial planners in Canada plan their own retirement once they decide to retire?

Our guest today is a recurring guest that we’ve had on the show many times. He’s a fee-for-service financial planner with decades of experience in the industry, and while he’s not retired yet, he’s gotten to that age where he’s getting really close, and so it makes sense for him to do a more thorough financial plan for himself, for his own retirement.

And so, I thought it would be useful for us to look under the hood, and hear his thought process when planning his own retirement as a Canadian, as surely there are nuggets of wisdom, best practices, strategies, tactics and insights that he’s applying when planning his own retirement, that we can then use ourselves, in our own finances.

Enjoy the episode!

Links from the Episode:

A big thanks to John for offering a free 30 minutes consultation to Build Wealth Canada listeners. You can speak to John for free by going to: BuildWealthCanada.ca/john