This channel is dedicated to providing Canadians with information on all topics related to Retirement and Financial Planning. With over 10 years experience as a financial advisor, Regan Schiller holds his CERTIFIED FINANCIAL PLANNER®, Registered Retirement Consultant® and Chartered Life Underwriter® designations. This content was produced while he was with IG Private Wealth Management. As of September 27, 2024, his affiliation changed to Wellington-Altus Private Wealth where he has taken the role of Wealth Advisor. Regan's goal is to answer your questions so that you can retire comfortably and confidently. Disclaimers: advisor.wellington-altus.ca/schillerwealthmanagement/disclaimers
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July 1, 202420 min
Why an Emergency Fund Matters, Even in Retirement
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: 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
June 4, 202420 min
Benefits of Engaging in Part-Time Work or Starting a Side Hustle During Retirement
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: 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
May 23, 2024Episode 1094 min
Episode 109: Tune Out The Noise
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: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates. Thanks for tuning in to Your Canadian Retirement Specialist! Connect with Regan: Facebook: https://www.facebook.com/yourcanadianretirementspecialist LinkedIn: https://www.linkedin.com/in/schillerandassociates Website: https://schillerandassociates.com/ Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. 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 past performance may not be repeated. LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan and Old Age Security can be found at: www.canada.ca/en/services/benefits/publicpensions.html. Music courtesy of LesFM: https://lesfm.net.
May 9, 2024Episode 1084 min
Episode 108: How Interest Rates Impact Bond Prices
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 here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates. Thanks for tuning in to Your Canadian Retirement Specialist! Connect with Regan: Facebook: https://www.facebook.com/yourcanadianretirementspecialist LinkedIn: https://www.linkedin.com/in/schillerandassociates Website: https://schillerandassociates.com/ Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. 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 past performance may not be repeated. LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan and Old Age Security can be found at: www.canada.ca/en/services/benefits/publicpensions.html. Music courtesy of LesFM: https://lesfm.net.
May 6, 202423 min
How to Draw a Retirement Paycheque
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: 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
April 11, 2024Episode 1075 min
Episode 107: How to Optimize Your RRSP Contributions
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: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates.Thanks for tuning in to Your Canadian Retirement Specialist! Connect with Regan: Facebook: https://www.facebook.com/yourcanadianretirementspecialist LinkedIn: https://www.linkedin.com/in/schillerandassociates Website: https://schillerandassociates.com/ Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. 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 past performance may not be repeated. LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan and Old Age Security can be found at: www.canada.ca/en/services/benefits/publicpensions.html. Music courtesy of LesFM: https://lesfm.net.
April 3, 202417 min
How Grandparents Shape Their Grandkids' Financial Future
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: 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
March 28, 2024Episode 1065 min
Episode 106: A Closer Look at GICs
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 past performance may not be repeated. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). And Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Written and published by IG Wealth Management as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice. Seek advice on your specific circumstances from an IG Wealth Management Consultant. 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. Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates.Thanks for tuning in to Your Canadian Retirement Specialist! Connect with Regan: Facebook: https://www.facebook.com/yourcanadianretirementspecialist LinkedIn: https://www.linkedin.com/in/schillerandassociates Website: https://schillerandassociates.com/ Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. 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 past performance may not be repeated. LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan and Old Age Security can be found at: www.canada.ca/en/services/benefits/publicpensions.html.
March 21, 2024Episode 1058 min
Episode 105: Mindset Shifts for Wealth
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: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates.Thanks for tuning in to Your Canadian Retirement Specialist! Connect with Regan: Facebook: https://www.facebook.com/yourcanadianretirementspecialist LinkedIn: https://www.linkedin.com/in/schillerandassociates Website: https://schillerandassociates.com/ Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. 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 past performance may not be repeated. LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan and Old Age Security can be found at: www.canada.ca/en/services/benefits/publicpensions.html.
March 12, 2024Episode 1048 min
Episode 104: Five Retirement Planning Myths
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: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates.Thanks for tuning in to Your Canadian Retirement Specialist! Connect with Regan: Facebook: https://www.facebook.com/yourcanadianretirementspecialist LinkedIn: https://www.linkedin.com/in/schillerandassociates Website: https://schillerandassociates.com/ Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. 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 past performance may not be repeated. LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan and Old Age Security can be found at: www.canada.ca/en/services/benefits/publicpensions.html.
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