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Estate Planning 101

Your Canadian Retirement Specialist

Release Date: 01/08/2024

Why an Emergency Fund Matters, Even in Retirement show art Why an Emergency Fund Matters, Even in Retirement

Your Canadian Retirement Specialist

Hello, and welcome to another episode of Fireside Financial. Today, we will discuss the importance of an emergency fund, even in retirement. Why would you want an emergency fund, you ask? Keep on listening to learn more. Get in touch with Regan and Joe: Regan Schiller:  Joe Curry:  Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here:  Prefer to watch videos to get great information? Check out our  Resources in Today's Episode:  – Joe's website...

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Benefits of Engaging in Part-Time Work or Starting a Side Hustle During Retirement show art Benefits of Engaging in Part-Time Work or Starting a Side Hustle During Retirement

Your Canadian Retirement Specialist

  Welcome back to Fireside Financial. Today we will be discussing the benefits of engaging in part-time work or starting a side hustle during retirement. Whether you're looking to stay active, pursue a passion, or supplement your income, there's a world of opportunities waiting for you. Let's explore how you can make the most of your golden years. Get in touch with Regan and Joe: Regan Schiller:  Joe Curry:  Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here:  Prefer to...

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Episode 109: Tune Out The Noise show art Episode 109: Tune Out The Noise

Your Canadian Retirement Specialist

Hello, and welcome back to another episode. Today, I will discuss how some investors may find it easy to get distracted by new shiny investment objects derailing them from their original plan. Want to learn more? Keep on listening.  Book your FREE Retirement Planning Consultation and check out our master class on Retirement  Planning for an in-depth look into our planning process here:  Prefer to watch videos to get great information? Check out our  Comment below with any questions or topics you’d like us to cover! And don’t forget to subscribe for...

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Episode 108: How Interest Rates Impact Bond Prices show art Episode 108: How Interest Rates Impact Bond Prices

Your Canadian Retirement Specialist

Hello, and welcome back to another episode. Today, we will be talking about bond portfolios.  When we look at government and corporate bonds, it essentially is a loan by you, the investor, to a government and also to a company. You are then paid regular interest income until the bond matures, at which point you get back the amount you originally invested.  Want to learn more? Keep on listening.  Book your FREE Retirement Planning Consultation and check out our master class on Retirement  Planning for an in-depth look into our planning process...

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How to Draw a Retirement Paycheque show art How to Draw a Retirement Paycheque

Your Canadian Retirement Specialist

Have you ever wondered how you can draw a retirement paycheque or how to create income streams in retirement? If so, you are not the only one. We cover this and so much more in the latest episode of Fireside Financial. As always, we hope you enjoy the episode.  Get in touch with Regan and Joe: Regan Schiller: Joe Curry:  Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here:  Prefer to watch videos to get great information? Check out our  Resources in Today's...

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Episode 107: How to Optimize Your RRSP Contributions show art Episode 107: How to Optimize Your RRSP Contributions

Your Canadian Retirement Specialist

Welcome back to another episode! Today, we're diving into the importance of contributing to your RRSP and why starting early and contributing consistently is a smart financial move. By beginning your contributions on January 1st of each year, you give your money more time to grow, potentially making a significant difference in the long run. Book your FREE Retirement Planning Consultation and check out our master class on Retirement  Planning for an in-depth look into our planning process here:  Prefer to watch videos to get great information? Check out our  Comment below with...

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How Grandparents Shape Their Grandkids' Financial Future show art How Grandparents Shape Their Grandkids' Financial Future

Your Canadian Retirement Specialist

Welcome to another episode of Fireside Financial! Today, we dive into the invaluable role grandparents can play in educating their grandkids about money and shaping their financial future. Sit back, relax, and enjoy the episode. Get in touch with Regan and Joe: Regan Schiller: Joe Curry:  Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here:  Prefer to watch videos to get great information? Check out our  Resources in Today's Episode:  – Joe's website  – Youtube...

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Episode 106:  A Closer Look at GICs show art Episode 106: A Closer Look at GICs

Your Canadian Retirement Specialist

Hello, and welcome back. Today, we are going to dive a little bit deeper into guaranteed investment certificates, A GIC is a loan you provide to a financial institution. Want to learn more about what a GIC is and how they work? Keep on listening. Disclaimer: GICs issued by Investors Group Trust Co Ltd., and/or other non-affiliated GIC issuers. Minimum deposit, rates and conditions are subject to change without notice. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently and...

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Episode 105: Mindset Shifts for Wealth show art Episode 105: Mindset Shifts for Wealth

Your Canadian Retirement Specialist

Have you ever thought about the distinguishing factors between successful individuals and those who are not? Those who take charge of their finances with a positive mindset typically have a better chance of achieving their financial goals. Let's explore five strategies to enhance your financial mindset. Book your FREE Retirement Planning Consultation and check out our master class on Retirement  Planning for an in-depth look into our planning process here:  Prefer to watch videos to get great information? Check out our  Comment below with any questions or topics you’d like us...

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Episode 104: Five Retirement Planning Myths show art Episode 104: Five Retirement Planning Myths

Your Canadian Retirement Specialist

Today, we are going to unpack five retirement planning myths. Let's dive in!  Myth #1: Your cost of living will go down.  Myth #2: An RSP is a complete retirement plan.  Myth #3: You need 1 million dollars to retire.  Myth #4: You need to be conservative with my portfolio.  Myth #5: You can't have debt in retirement.  Book your FREE Retirement Planning Consultation and check out our master class on Retirement  Planning for an in-depth look into our planning process here:  Prefer to watch videos to get great information? Check out our  Comment below...

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More Episodes

Welcome to episode 9 of Fireside Financial!

In today's episode, we delve into the indispensable essentials of estate planning.

A will is a must-have for everyone, yet it often gets relegated to the back burner of priorities. Despite its importance, it rarely feels urgent. However, the myriad reasons underlying the significance of having a will cannot be overstated.

Curious about these crucial reasons? Stay tuned to find out more.

Get in touch with Regan and Joe:

Regan Schiller: https://www.linkedin.com/in/schillerandassociates/

Joe Curry: https://www.linkedin.com/in/joseph-curry-b-sc-cfp-chs-42659247/

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: 

https://value.schillerandassociates.com/retirement

Prefer to watch videos to get great information? Check out our YouTube Page.

Resources in Today's Episode:

Joe Curry

Regan Schiller

Retirement Planning Simplified – Joe's website

Retirement Planning Simplified – Youtube Channel