
Segment 1: The Days of Guaranteed Pensions are Over - 10:04
Segment 2: Succession Planning Leads to a Successful Future - 10:07
Segment 3: The Downsizing Dilemma for Seniors - 10:42
Segment 4: The New Retirement Reality: Why You Need a Plan - 09:30
Faisal and Rob explain what “tariff numbness” means for Canadians nearing retirement, including the hidden risks of forced retirement and stalled trade deals. Erin Bury from Willful joins to share how entrepreneurs can build better estate plans, and Dr. Mike Moffatt weighs in on how smart downsizing could help seniors and fix Canada’s housing crunch. Plus, Faisal and Rob unpack the risks of relying on market averages, the emotional impact of volatility, and why a real strategy, not just a rate of return, is essential for retirement success.
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