03/05/2026
VIDEO LINK IN THE COMMENTS!
No workplace pension? No problem.
In this video, we break down how Gen X Canadians can build a reliable, inflation protected retirement income by timing CPP, OAS, RRSP, RRIF, and TFSA withdrawals the right way.
You’ll learn:
• When to start CPP and OAS
• How to reduce OAS clawback
• Why delaying CPP can act like a guaranteed bond
• The safest withdrawal strategies for 2025
• How to smooth taxes throughout retirement
• Real life examples for different situations
Retirement income isn’t about chasing returns. It’s about sequencing.
If you want clarity, stability, and confidence in retirement, this is for you.
09/30/2025
Clarity is the first step toward freedom.
09/30/2025
The sooner you start, the more options you’ll have later.
10/27/2024
🌟 New Financial Advisors, This is for You! 🌟
Join me on November 9th at 12 pm MST for a unique, non-recruiting seminar specifically tailored to help new and part-time financial advisors boost their skills and confidence. No recruiting gimmicks—just a real strategy to elevate your career!
🎯 What You’ll Get
✅ Proven client-gaining technique
✅ Actionable insights to stand out in a crowded field
✅ Tool to better serve clients and grow your business
🚀 Spots are Limited—Don’t Miss Out!
Save your seat for this one-time event. It’s time to take the next step in your financial advising journey!
Copy and paste link below to save your spot!
https://irenegarlitosmeyer.mykajabi.com/pl/2148586490
09/03/2024
When you get to choose from a number of brokerages to work part time with, you get to choose the ones who cheer you on even when you didn’t think anyone was watching….
09/01/2024
Can you change your emotions?
07/07/2024
Getting triggered is a great way of learning about yourself… How do you get triggered?
06/21/2024
How you attract the right people in your life.. including clients
03/23/2025
09/03/2024