Retirement Income Planning Concerns

02/10/23 • 19 min

Join host David Little on the Blue Oceans Retirement Podcast as we dive into the crucial topic of retirement income planning. In this episode, David will address the number one question on everyone's mind: do I have enough saved to retire?
Learn about the common concerns and misconceptions surrounding retirement planning and discover the importance of having a formal roadmap for peace of mind.
Don't miss this informative episode as we explore the final chapter of life and aim to ensure a comfortable retirement for all.

David Little is a Senior Wealth Advisor with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
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Previous Episode

The Four Seasons of Retirement

Join David Little, Senior Wealth Advisor with Blue Oceans Private Wealth at iA Private Wealth Inc., as he guides you through the four seasons of retirement. In this insightful podcast and video, David covers the financial, emotional, and practical aspects of preparing for each stage of retirement.

Starting with spring, David discusses how to prepare for the transition into retirement, including financial planning and setting retirement goals. Next, he covers the summer season of retirement, where you can enjoy the freedom and leisure of this new phase of life.

As you move into fall, the realities of aging may begin to take their toll. David discusses how to navigate these challenges and maintain your independence and quality of life. Finally, in the winter season, David addresses the importance of leaving behind a legacy and how to plan for the end of your life.

Don't miss this informative and thought-provoking podcast and video with David Little as he helps you plan for every season of retirement.

Next Episode

Retirement Income for Business Owning Families

Join Senior Wealth Advisor David Little as we discuss the common concerns of his clients. David primarily works with business owners and professionals who are within five years of retirement and are seeking answers for a peaceful and comfortable retirement. Many of these clients have done a good job of accumulating assets but lack clarity on how to utilize them once they stop working.

According to David, the vast majority of Canadians lack a formalized retirement income plan. This can lead to a precarious situation for those entering retirement without any idea of how their retirement will look, how much income they will have, or how long it will last. David stresses the importance of having a plan in place to provide peace of mind and ensure that retirement is a time of enjoyment and comfort.