Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started
The investment portfolio that got you to retirement isn'tnecessarily the same portfolio that should get you through retirement. Once the employment paycheque stops, your investments have a new job: helping fund your lifestyle for potentially the next 30 years.
In this episode of Retiring Canada, we explore asset liability matching and how retirees can structure their investments around the income they'll actually need in the years ahead.
You will learn how target-date bonds can be used tocreate future retirement paycheques, why money you need next year shouldn't necessarily be invested the same way as money you won't need for another 15 years, and how stocks and bonds can serve very different purposes inside a retirement portfolio. EP 90
We also discuss how CPP, OAS, pensions and investmentwithdrawals can work together to fund your lifestyle, why long-term growth still matters in retirement, and how matching investments to future spending needs can provide something that's difficult to put a price on: confidence toactually spend and enjoy the money you've accumulated.
This episode is for Canadian retirees and pre-retireeswho want to move beyond simply choosing a stock and bond allocation and instead build a portfolio specifically designed around their retirement income, tax strategy, spending needs and long-term goals.
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EPISODE RESOURCES:
📊 Work with Michael: https://fundamentalwealth.ca/get-started
💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter
👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide
✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question
🌐 Retiring Canada Website: https://www.retiringcanada.ca
🎧 Episode 39:How Inflation Impacts Your Retirement