The sandwich generation - where individuals find themselves caught between supporting aging parents and adult children. Several areas require careful balancing including financial planning, healthcare coordination, and legal and estate planning to navigate the challenges of caregiving effectively.

Emphasizing open communication and setting clear boundaries, we discuss strategies for promoting financial literacy, encouraging education and career development, and preparing for life transitions.

Read the full show notes and find more information here: EP 87 Show Notes

Here are the 8 common mistakes retirees and retirement savers make with their Tax-Free Savings Accounts (TFSA). We cover mistakes like over-contributing, misunderstanding withdrawal rules, day trading within the TFSA, and not naming a successor holder or beneficiary.

We provide actionable advice to help you avoid these common pitfalls and help you implement sound strategies so you can optimize the benefits of your TFSA for long-term financial security.

Read the full show notes and find more information here: EP 86 Show Notes

We look at the various types of debt retirees might carry and the profound impact they can have on your financial well-being. You’ll gain an understanding of how mortgages, lines of credit, car loans, and credit card debt can shape your retirement lifestyles and long-term financial goals.

We emphasize the importance of integrating debt reduction strategies into retirement planning, providing actionable insights such as debt consolidation, refinancing, and accelerated payments.

Read the full show notes and find more information here: EP 85 Show Notes