Regan Schiller
Your Canadian Retirement Specialist
This channel is dedicated to providing Canadians with information on all topics related to Retirement and Financial Planning. With over 10 years experience as a financial advisor, Regan Schiller holds his CERTIFIED FINANCIAL PLANNER®, Registered Retirement Consultant® and Chartered Life Underwriter® designations. This content was produced while he was with IG Private Wealth Management. As of September 27, 2024, his affiliation changed to Wellington-Altus Private Wealth where he has taken the role of Wealth Advisor. Regan's goal is to answer your questions so that you can retire comfortably and...
Be sure to visit the podcast's website and support the creator: schillerandassociates.com
Author
Regan Schiller
Category
Podcast website
Latest episode
Jul 1, 2024
Where to listen?
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Episodes
Episode 24: Starting a Business in Retirement 18.08.2022 5:45
Some see retirement as an end goal in itself. You've worked hard your entire life, and now it's time to relax and enjoy hobbies. Others see retirement as the perfect time to return to that lifelong collection of "one-day" dreams and make them happen. If you have been considering turning your passion or hobby into a business after retirement, here are a few important questions to ask and actions t...
Episode 23: How To Avoid Financial Abuse 11.08.2022 6:43
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Financial abuse is on the rise. Criminals are finding new and innovative ways to take advantage of people, particularly through social media...
Episode 22: Estate Planning Challenges in Canada 09.08.2022 54:01
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. In this episode, Regan interviews Christine Van Cauwenberghe, author and the Head of the Financial Planning Division of IG Wealth Management....
Episode 21: Retirement Income Planning 04.08.2022 16:32
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. The sources of your retirement income and your strategy for withdrawing your savings can have a significant impact on your cash flow and tax b...
Episode 20: Financial Planning Tips for Modern Families 28.07.2022 7:12
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. The modern family is anything but standardised. The ages of spouses may differ greatly. Blended families with children from previous marriages...
Episode 19: What's So Great About Retirement? 26.07.2022 37:45
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Prefer to watch videos to get great information? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Join Reg...
Episode 18: You've Reached Your Retirement Goals - Now What? 21.07.2022 6:05
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. They say money doesn't buy happiness. In our experience, it's working toward goals (including financial goals) that gives people a sense of dr...
Episode 17: How to Calculate your TFSA Limit 14.07.2022 7:34
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. A tax-free savings account, or TFSA, offers Canadians an excellent savings option that allows you to save your money without paying taxes on g...
Episode 16: Money Mistakes When Planning for Retirement 13.07.2022 50:57
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. In this episode, Regan interviews Ashish Utarid, Wealth Planning Specialist at IG Wealth Management. They discuss some mistakes many Canadians...
Episode 15: How to Avoid Outliving Your Savings 07.07.2022 5:58
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. The most common feeling pre-retirees feel is the foreboding sense that they will not have enough money saved to last the remainder of their li...
Episode 14: What You Should Know About Taxes in Retirement 30.06.2022 8:45
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. The rules around taxes can be confusing. Knowing how much to pay, when to pay, and how to make deductions can feel overwhelming, which is why...
Episode 13: Wills and Estate Planning 28.06.2022 58:48
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Join Regan as he discusses many common questions around Wills and Estate Planning with Michael Klaray, a partner at Duncan Craig LLP, who prac...
Episode 12: Four Alternatives to the Four Percent Rule 23.06.2022 7:23
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Managing retirement income is a lot more nuanced than many people think. If you want your money to last throughout your retirement and have en...
Episode 11: Retirement Surprises and How to Avoid Them 16.06.2022 7:53
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. You've worked hard to create a retirement portfolio that fits your lifestyle, but as you approach your retirement goal, there may be surprises...
Episode 10: Retirement Portfolio Fears 14.06.2022 40:55
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. In this episode, Regan interviews Ashish Utarid, Wealth Planning Specialist at IG Wealth Management. They discuss many topics including: What...
Episode 9: Concerns High-Net Worth Canadians Face 09.06.2022 5:55
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Looking for more information on Retirement in Canada? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Most Canadians have fears about money. While that's not surprising for most of t...
Episode 8: How to Give a Living Legacy to Your Children 02.06.2022 6:38
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Looking for more information on Retirement in Canada? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Many Canadians are interested in learning how to best share their prosperity wit...
Episode 7: State of Canadian Wealth Management 31.05.2022 24:30
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement In this exciting interview, Regan is joined by Herp Lamba the Senior Vice-President of Talent Acquisition at IG Wealth Management as they discuss the Wealth Management industry in Canada, what to look for in a financial...
Episode 6: Six Actions to Take as You Approach 55 26.05.2022 6:12
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Looking for more information on Retirement in Canada? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Six Actions to Take as You Approach 55! We believe that your retirement plan sho...
Episode 5: Top 4 DIY Mistakes in Retirement Plans 18.05.2022 6:55
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Many do-it-yourself retirement planners get caught up in the pursuit of a few aspects of retirement planning and are often unaware of other vital factors to consider. The most common mistakes often include: Miscalculati...
Episode 4: One Piece of Retirement Advice to Ignore 18.05.2022 6:23
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Money management for retirees comes with plenty of mixed advice, especially when it comes to strategically spending your money to manage tax payments. If you have multiple pools of money to draw from, you might be tempt...
Episode 3: Emotional and Financial Aspects of Retirement 18.05.2022 6:04
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement In most cases, people have spent years or decades planning the financial aspects of retirement without realizing that there is a significant emotional shift that goes hand in hand with the transition. To make the most o...
Episode 2: Market Dynamics with Philip Petursson 18.05.2022 41:09
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Philip Petursson, the Chief Investment Strategist at IG Wealth Management, joins Regan to discuss Market Dynamics, Investment Strategy and how it affects Canadians' retirement portfolios. They also touch on current conc...
Episode 1: Welcome to Your Canadian Retirement Specialist 12.05.2022 1:28
Hello! Welcome to Your Canadian Retirement Specialist. This channel is dedicated to providing educational information on retirement in Canada. My name is Regan Schiller, and I am the host of Your Canadian Retirement Specialist. I am passionate about providing Canadians with high-quality Living, breathing retirement plans. Please join me as I simplify the confusing aspects of retirement planning th...
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