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Video: Retirement Planning

  • Retirement planning for increased longevity - BNN
  • The Retirement Gamble - FrontLine

    Watch The Retirement Gamble on PBS. See more from FRONTLINE.

    This video discusses the American retirement system, but Canadians can relate to the discussion by simply thinking "RRSP"  when you hear "401(k)" plan.

  • The Great Grey Catastrophe

    A quirky visual depiction of the ticking time bomb that Europe is facing - not the debt crisis, but how to pay for its growing elderly population.

  • How Much Money Do You Require To Retire - YahooFinance

    This advice video is a advice video time saver that will enable you to get good at pensions and retirement. Learn How Much Money Do You Require To Retire with VideoJug’s best of the web guide

  • What's Your Magic Retirement Number? - CNBC

    CNBC's Sharon Epperson reports that today's struggling economy and general political uncertainty are making it difficult for some investors figure out how much they will need when they retire.

  • Define Yourself - Meet Kirsten : 50Plus.com
  • Define Yourself - Meet Leslie - 50Plus.com
  • Define Yourself - Meet Loris - 50Plus.com

    Men and women getting real about aging.

  • Maximizing your retirement savings efforts with Malcolm Hamilton

    Click on the title to watch the video.

    The Investor Education Fund is pleased to be cosponsoring this video series with the Globe and Mail called "Let’s Talk Investing." The series is hosted by renowned Globe and Mail columnist Rob Carrick and features prominent Canadian financial experts discussing topics that are relevant to investors.

  • Setting realistic retirement goals - MoneySense

    Ask anyone if they want to retire and the most likely answer you’ll get is yes. Ask that same person what they plan to do in retirement and don’t be surprised if you get a blank stare. That’s a problem. Money expert Bruce Sellery says there is a large group of people out there who have no idea what they plan to do in retirement. His advice: It’s time to get real.

  • Fred Vettesse: Maxing out your CPP benefits - The Financial Post
  • Estate planning - BNN

    Click on heading above to watch the video

    "BNN speaks to Christine Van Cauwenberghe, Director of Tax and Estate Planning, Investors Group talks about the importance of having an estate plan."

  • Ruta: Financial planning should start with security - Investment Executive

    "Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, explains why advisors should treat “insuring the uncontrollables” as the foundation of financial planning. He says the taking care of the financial security needs of your client is the crucial first step in any financial plan. He spoke at the TMX Broadcast Centre in Toronto."

  • Aging workers and pension plans - BNN

    Click on the heading above to watch the video

    January 6, 2012 - "Ian Markham, Canadian Retirement Innovation Leader at Towers Watson, tells BNN a graying population mixed with volatile stock markets and low bond yields is wreaking havoc on the country's pension obligations."

  • Jane Fonda: Life's third act - TED

    January, 2012 - "Within this generation, an extra 30 years have been added to our life expectancy -- and these years aren’t just a footnote or a pathology. At TEDxWomen, Jane Fonda asks how we can think about this new phase of our lives."

  • More clients should prefer TFSAs to RRSPs - Investment Executive

    Jamie Golombek, managing director, tax and estate planning at CIBC Private Wealth Management, argues that more Canadians should prefer TFSAs to RRSPs on advisor's an advice and due diligence. He spoke at CIBC's main branch in Toronto.

Are You Ready For Retirement - Emotionally?

  • What is Your Retirement Personality? - U.S. News

    As you start to notice your age edging upward, it makes sense to feel the urge to start your retirement planning efforts. Our second act will occupy the next 20 or so years of our life, and a little preparation ahead of time might make the journey a bit smoother and perhaps even more fulfilling.

  • The golden years? Think again - Morningstar

    "My attitude on retirement is it's a golden ticket to give you a life that you want but you don't have," says Falk, just because there are better things in life doesn't mean that you'll be able to experience them".

  • Retire Early With a Part-Time Job - USA News

    I admit it. I am biased, because I've worked part time since taking early retirement ten years ago. I was inspired by an older friend. We worked for the same company, and he got laid off two years before I was also deemed "redundant," as some companies call it.

  • The Real Shocker

    "SHOCKERS" On the left side of the cover were photos of Katie Couric, Barbara Eden and Connie Francis without make-up, looking more or less their chronological ages, which ranged from 55 for Katie Couric to seventy-something for Barbara Eden and Connie Francis. I looked at their pictures and what I saw were normal, attractive women in various stages of (more or less) natural aging.

  • Making Marriage Work in Retirement

    He approached me quietly at the gym not long ago. His voice was urgent and barely above a whisper. "I've got an idea for something you should write in your blog," he said, glancing over his shoulder and leaning in to keep the conversation just between us.

    "Write something about making marriage work in retirement."

  • Retirement Readiness Dr. Kathy McCoy

    People have been nagging my friend Nora to retire for years, pointing out that she has an excellent pension plus 401K after 35 years with one employer. They point out how comfortable her life could be. But she has always shrugged the advice off with "I'm not ready."

  • Are You Psychologically Ready To Retire? - HuffingtonPost

    Work is a central part of the lives of most people. It is a source of personal identity and self-definition. It is a source of day-to-day structure and of social interaction. Work can be a source of self-esteem. Earning a living adequate to take care of yourself and your family is an important source of pride and self-worth.

  • Women and Retirement: Issues of Transition, Denial and Loss

    The universal issues involve feelings of isolation, ("I'll lose my working community of peers"); fears of the loss of external structure, ("what will I do with my time?) and questions about self stemming from a loss of the well-worn belief that what one does is who one is.

  • At What Age Should You Retire?

    Let's skip the financials of retirement - the question of whether you will have enough money to allow you to retire. Let's explore the psychology behind your choice to retire (or not), and the impact it can have on your health and well-being. The key questions here are: Will you be happier retired or working?

  • How to Deal With the Emotion of Retirement

    Retirement is one of the happiest times in a person's life. But when the excitement wears off, it could also mean emotional turmoil. Here's how to deal with retirement.

  • The Emotional Side of Retirement

    Everybody strives for retirement nirvana; many would like to achieve it as early as possible. How many of you are actually prepared for all the changes? You are working your job on Friday, and you retired on Monday! Now what? You have the freedom of doing anything, but what are you going to do?

  • Survey Maps Emotional Stages of Retirement

    Ameriprise Financial recently released the findings of the New Retirement Mindscape, a study that explored people's attitudes, worries, behaviors, ambitions and needs before and after retirement. Working with Ken Dychtwald, Ph.D., an authority on baby boomers, Ameriprise determined through its study five stages of retirement.

  • How to survive retirement

    One life event that may need some careful navigating is your retirement. This major life passage — your long anticipated reward for years of hard work — can ripple your emotional waters. It can affect your feelings of self-worth, your finances and even your marriage.

  • Retirement ~ Are You Emotionally Prepared?

    How can you prepare for the kind of retirement you’ll want? Whether your thoughts are of a blessed state of leisure or a glorious pursuit of personal goals or public achievement, your hopes will not be realized without planning.

  • Retirement Planning Are You Emotionally Ready?

    A critical piece of retirement planning is answering the question, Are you emotionally ready? When planning for retirement much thought is given to the financial part of the plan yet, are you recognizing the emotional aspects and how they will affect you?

  • Are You Emotionally Prepared for Retirement?

    You have probably already spent much time and effort planning for the financial concerns associated with retirement. Have you considered the emotional impact this major life adjustment will have on you and your family?

  • Getting Ready Mentally for Retirement

    Whether you continue working part time, throw yourself into charity projects, travel around the world, or putter in the garden, “retirement is a huge change,” says Kathleen Gurney, an expert in the psychology of money management and author of Your Money Personality.

  • Are you emotionally ready to retire?

    Do you catch yourself looking out the window, dreaming of a day when your life is less harried, you have time to pursue your hobbies and the freedom to travel whenever you want? If so, early retirement may sound like a dream come true. But early retirement isn’t as simple as it may seem. Not only do you have to consider the financial cost of early retirement, you also need to determine if you are emotionally ready to retire.

  • 4 Tips to Stay Mentally Sharp in Retirement - U.S. News

    On occasion I hear a song that I immediately recognize and quickly find myself singing along. Then I pause for a moment to recall the name of the group that I once knew so well and can’t remember it. Memory can be fickle, with some facts easily recalled while important details remain stubbornly hidden from view.

Articles: Retirement Planning

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Websites: Retirement Planning

  • Living in Retirement - FCAC

    This is a great government of Canada website to assist with the planning and transition into retirement.

  • Live and Invest Overseas

    "In addition to the free daily service, Live and Invest Overseas also publishes a number of reports, e-zines, and subscription services. From individual country guides to property investing services and special reports on important topics including overseas health care and residency options, Live and Invest Overseas' publications have no peer." 

  • Provincial Long-Term Care Cost Reports - RBC Insurance

    Make a more informed decision on long-term care insurance by reading the long-term care cost report for your province:

  • Live And Invest Overseas

    Welcome to Live and Invest Overseas, the world's savviest source for top opportunities to live better, retire in style, invest for profit, do business, and own real estate overseas. 

  • Numbeo

    Wondering what the cost of living in another city might be? Thinking of retiring to another city, but not sure if you have enogh income? This is a great website that outlines the cost of living all around the world. Simply pick a city and click.

    Numbeo is the biggest free database of user contributed data about cities and countries worldwide, especially living conditions: cost of living, housing indicators, health care systems, traffic, crime and pollution.

  • B.C. BENEFITS & PROGRAMMES TO SENIORS - Diamond Geriatrics

    "A list of websites providing services to seniors in British Columbia."

  • ElderPost

    Elderpost is a website where

    Caregivers and older people can:

    • find free services and support
    • find free or used equipment
    • give away or sell equipment that they don't need anymore
    • find private caregivers for hire
    • find companies which sell what you may need
    • find agencies which specialize in providing people to hire
    • find information and organizations which they need as they go through a caregiving and aging journey.

    People who want to work with older people and their caregivers can find the opportunities to do so, without a placement fee, or having to go through an agency which will take something off the top.

    Companies, non profit organizations, agencies and governments can post information about themselves and the services and goods they provide.

  • Diamond Geriatrics Incorporated

    "Diamond Geriatrics is a professional service for caregivers, the elderly, and business. We provide geriatric care management, counseling, education, seminars, and consultation on eldercare and aging issues."

    • Do you have questions or concerns about an aging parent, spouse, or yourself?
    • Are you confused about Seniors Housing and Long Term Care?
    • Are you a medical or financial professional dealing with the needs of older clients?
    • Is your business encountering employees with eldercare needs or concerns?
  • Inflation Calculator - Bank of Canada

    "The Inflation Calculator uses monthly consumer price index (CPI) data from 1914 to the present to show changes in the cost of a fixed "basket" of consumer purchases. These include food, shelter, furniture, clothing, transportation, and recreation. An increase in this cost is called inflation.

    The calculator's results are based on the most recent month for which the CPI data are available. This will normally be about two months prior to the current month."

  • My Retirement cafe - Sunlife

    "Sun Life was recognized with the IFIC Investor Education Award for its interactive website myretirementcafe.ca, which is aimed at Canadians over age 55 who are about to retire or have just retired, and are interested in learning how to be better prepared—both emotionally and financially."

  • Canada Pension Plan (CPP) - Related Sites

    "We've compiled a list of useful and interesting links on a variety of topics."

  • Planning your retirement - Regis des rentes Quebec

    Information and tools from the Quebec Pension Plan.

  • Retirement Planning Tools - Service Canada

    "It is important to understand the retirement income system and plan for your retirement.  Check out the tools that will help you kick-start your plan!"

  • Canada's retirement income system - Service Canada

    "To help you better plan for your retirement, it is important to understand the Canadian retirement income system. There are three main sources of retirement income that you may be able to draw from:

    - your personal savings and investments;

    - government pension benefits; and

    - employer pensions."

  • Retirement Planning - Services Canada

    "It is important to understand the retirement income system and plan for your retirement.  Check out the tools that will help you kick-start your plan!"

  • Canada Pension Plan Statement of Contributions - Service Canada

    "This online service allows you to view and print your Canada Pension Plan (CPP) Statement of Contributions. Your Statement of Contributions contains a history of your earnings and contributions to the CPP, as well as estimates for any CPP benefits you may be eligible to receive."

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