You saved, invested, and planned, but now comes the real question: How do you actually use your money in retirement?
In this episode of Retirement Straight Talk, William and Paul break down the often-overlooked - but critical - concept of income sequencing: the order you draw from accounts like RRSPs, CPP, TFSAs, pensions, and corporate assets in retirement.
You’ll learn:
• A 5-step framework to build your personalized drawdown plan
• The risks of generic advice (like “always delay CPP”)
• Why RRIF shocks and OAS clawbacks catch retirees off guard
• When the “RRSP meltdown” strategy makes sense - and when it backfires
ª Real-world case studies that show how timing changes everything
Whether you’re 5 years from retirement or already drawing income, this episode will help you avoid costly mistakes and give you more peace of mind.
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Have questions after today's episode? Let us help. Book a call: https://calendly.com/westendwealth/introcall?month=2025-10
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Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through Tribar Financial Inc.
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