Beyond Numbers: The Real Retirement Plan You Need (Ep 37)

Retirement planning is more than just crunching numbers—it’s about aligning your money with your dreams and building a life that feels rich beyond the finances. In this episode of Your Life and Money, hosts Brad Smith and Tim Borody dive into how true financial planning encompasses emotional, social, and physical preparation for retirement. Together, they unpack the latest Fidelity report on Canadians' views on retirement, revealing what really matters for a fulfilling future.

Join us as we discuss:

• The power of a life-centered plan: Why aligning your finances with your values leads to a more satisfying retirement.
• Planning for the “other side” of retirement: Beyond finances, what it means to be emotionally, socially, and physically ready.
• Real stories: How retirees’ expectations about retirement evolved and why many found themselves unexpectedly loving the freedom from work.
• Addressing common fears: Tips on handling inflation, supporting your lifestyle, and ensuring your plan is adaptable for life’s surprises.

Expect expert insights on how to get a holistic retirement plan that doesn’t just let you survive but truly thrive in your retirement years. Whether you’re nearing retirement or still years away, this episode offers actionable advice to help you get clear on your goals and dreams.

Tune in and discover how a life-centered approach to financial planning can pave the way for a more secure, joyous retirement.