How to calculate your retirement number

The Canadian Money Roadmap

Nội dung được cung cấp bởi Evan Neufeld, CFP® and Evan Neufeld. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Evan Neufeld, CFP® and Evan Neufeld hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

3M ago 26:35

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In this episode of the Canadian Money Roadmap Podcast, Evan discusses the limitations of the '25x your expenses' rule for retirement savings. He delves into real-world considerations and personalized financial planning to realistically determine one's retirement number. Covered topics include tax implications, government benefits, retirement spending needs, and investment strategies, illustrating how these components can drastically alter retirement savings goals. The episode aims to inform listeners about personal finance beyond general guidelines, emphasizing the significance of tailored financial planning.
00:00 Introduction to Calculating Your Retirement Number
00:31 Welcome and Background Information
01:04 Overview of the Retirement Roadmap Series
01:43 Understanding the 25 Times Principle
02:57 Hypothetical Couple Case Study
04:02 Detailed Financial Breakdown
06:35 Retirement Spending and Timing
09:00 Government Benefits and Pensions
12:49 Impact of Assumptions on Retirement Number
17:47 Major Wrinkles Affecting Your Retirement Number
23:58 Conclusion and Final Thoughts

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