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Episodes
Tuesday May 28, 2024
Tuesday May 28, 2024
Today on the show, we highlight the 2024 Fidelity Retirement Report and its findings on how Canadians are viewing and preparing for retirement. Host Glen Davidson sits down with Peter Bowen, VP of Tax and Retirement Research and Michelle Munro Director of Tax and Retirement Research, as they break down the perspectives, challenges, and trends of pre-retirees and retirees. Peter notes the survey noted many pre-retirees are delaying retirement - delaying beyond 65 or in some cases not even considering retiring at all. In addition, Michelle points out women view retirement more negatively than men. Peter breaks down the impact of the recent capital gains inclusion rate changes saying it will affect those with second properties like vacation homes, but also those with incorporated businesses. Peter says be sure to connect with your financial planner to figure out the best course of action before the changes come into effect in June of this year. They also stress the importance of having a written financial plan that addresses each of your financial goals - 88 percent of Canadians surveyed say they feel financially prepared for retirement with a written plan compared to 56 percent without one who do not feel prepared.
Recorded on May 24, 2024
Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.
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