Develop your financial projections.
Optimize your withdrawals to pay less taxes.
Find out how much you can afford in retirement.
Build your portfolio.
Create your paycheck.
Explore various strategies
What’s the goal of retirement?
Enjoy and explore your interests.
Connect with other retirees like you!
You have questions about retirement? We have answers! You found your safe place to ask your questions and get non-biased answers. We have built a unique Canadian community of retirees to help you.
There is also a lot of power in having hundreds of people working with the same program to help each other. You can finally connect with other retirees going through the same challenges.
With a powerful financial projections spreadsheets, monthly shows with special guests and education content helping you shaping your retirement income, you will retire stress-free!
Don’t you hate having questions about your retirement choices? Most answers you find on the internet are incomplete or contradictory. Managing your finances can be a lonely path as you transition to retirement.
But it doesn’t have to be this way. You deserve a happy retirement.
Know which account to withdraw from first.
Build a clear financial plan covering multiple scenarios.
Use an agile budget through the go-go, slow-go, and no-go phases.
Create multiple sources of income, including CPP, OAS, investment income, and others.
I'm a passionate investor & entrepreneur. I enjoy running, hiking and I never travel enough. I worked as a financial planner for 10 years prior to pursuing my entrepreneurial passions. I'm happily married with three amazing kids and two crazy dogs!
When I'm not riding a horse, I mix marketing & finance, record podcasts, support my sons' hockey teams or watch my daughter's horse venture. I'm your host at Retirement Loop to help you make sure you have the best experience.
I am an early retiree and former software developer with an interest in retirement projections and taxation/benefits in retirement.
Where to withdraw money first?
When to take CPP & OAS?
How much can you spend?
Build the optimal retirement strategy.
Lay out a simple & robust plan.
Find ways to save on taxes.
Navigate through the withdrawal mechanics.
Prepare your portfolio to retirement.
Generate safe & reliable income.