Build Wealth Canada Podcast

The Complexities of Transitioning Your Savings Into Income in Retirement (For Canadians)

Nov 21, 2024
Eric Monteiro, Senior VP of Group Retirement Services at Sun Life, shares his expertise on the challenging transition from saving to managing retirement income. He discusses the need for careful financial planning to balance security and enjoyment in retirement. Monteiro highlights various strategies, including different decumulation approaches and investment options, while advising on how to navigate risks related to overspending. Listeners gain insights into maintaining financial stability and leveraging retirement calculators for informed decisions.
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