481 –  Will You Ever Be Able to Retire?  Exploring Retirement Planning Strategies with Financial Expert Rona Birenbaum

481 – Will You Ever Be Able to Retire? Exploring Retirement Planning Strategies with Financial Expert Rona Birenbaum

Author: Doug Hoyes November 18, 2023 Duration: 34:24

In this episode, Doug Hoyes discusses retirement planning with special guest Rona Birenbaum, a Certified Financial Planner at Caring for Clients. The episode covers various retirement-related topics, including the importance of financial planning, the role of financial advisors, and the complexities of decisions such as when to retire and when to start receiving government benefits like CPP.

 

The discussion emphasizes the need for careful consideration of lifestyle preferences, budgeting, and financial goals when planning for retirement. The conversation also touches on the role of debt in retirement planning, highlighting the benefits of entering retirement with minimal debt. The episode aims to provide valuable information and perspectives to help individuals navigate the complexities of retirement planning.

 

 

Related Links:

 

Have a question or comment for a future show?  Leave us a voice message here: https://www.hoyes.com/dfi30comments

 

Caring for Clients: www.careingforclients.com

 

Caring for Clients Facebook: https://www.facebook.com/profile.php?id=100033419084831

 

Caring for Clients YouTube: https://www.youtube.com/channel/UCZZL3BipR9-ZCLgUsOXE3Ag

 

Caring for Clients Twitter: https://twitter.com/Caring4Clients

 

Caring for Clients Blog: https://www.caringforclients.com/blog/

 

Rona Birenbaum, Episode 215, What is a Robo-Planner: Automated Financial Planning

https://youtu.be/rXW7a7EdCKA?si=fHVry4vas4tIJbCo

 

Planning for Retirement? Pay Off Debt & Start Practicing: https://www.hoyes.com/blog/planning-for-retirement-pay-off-debt-start-practicing/

 

How to Minimize Debt Before and After Retirement: https://www.hoyes.com/blog/how-to-minimize-debt-before-and-after-retirement/

 

Debt Relief for Seniors. What are Your Options?: https://www.hoyes.com/blog/debt-relief-for-seniors-what-are-your-options/

 

Seniors in Debt and Filing Bankruptcy: https://www.hoyes.com/press/joe-debtor/seniors-and-bankruptcy/


Doug Hoyes sits down each week with a different specialist to untangle the complicated feelings and hard numbers around owing money. The conversations in Debt Free in 30 move beyond simple scare tactics or dry theory, focusing instead on actionable strategies for managing debt, rebuilding savings, and making informed investing choices. You’ll hear from trustees, financial planners, and counselors who explain concepts in plain language, stripping away the industry jargon that often leaves people feeling overwhelmed. Whether it’s navigating a consumer proposal, understanding credit scores, or starting to invest with a tight budget, this podcast provides a clear-eyed look at the steps toward financial stability. Doug’s approach is grounded and pragmatic, reflecting his deep expertise in the field, making each episode feel like a direct consultation with a knowledgeable guide. Tuning in regularly offers a consistent source of demystified advice, turning what can be a stressful topic into a manageable process. It’s that blend of expert insight and relatable conversation that defines this particular personal finance podcast.
Author: Language: English Episodes: 500

Debt Free in 30
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