Episodes
Friday Dec 02, 2022
The latest trends affecting Canadian retirement planning – Michelle Munro
Friday Dec 02, 2022
Friday Dec 02, 2022
Inflation, travel restrictions and the global supply and demand crisis are all issues affecting retired Canadians and or those individuals thinking about retirement. Today we take an in-depth look into Fidelity’s 2022 Retirement Report with Michelle Munro, Director, Tax and Retirement Research. Host Quinn Flaherty, Manager, Editorial Content, asks Michelle to dive into the long-term insights, trends, and information about what Canadians are experiencing. Overall, Canadian are focused on retirement and saving up for retirement. Although the media pushes the idea that individuals are unsure, anxious and unprepared; according to the report, Canadians are optimistic, prepared and confident. The report also highlights 5 key risks: inflation, longevity, asset allocation, withdrawal rate, and health care risks.Other insights from the report include having a very strong financial plan to battle inflation. Recognizing your cash inflows and outflows and incorporating resilient asset types into your investment portfolio.
Recorded on November 29, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-munro-nov29-22.pdf
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