By Noel D’Souza, CFP®, Director, Communications
Steadyhand Investment Funds has released a must-watch three-part video series featuring our own Steve Bridge, CFP®.
In these videos, Steve offers practical advice and clear explanations to help Canadians confidently navigate retirement income planning — from understanding account conversions to mastering withdrawal strategies and overcoming the emotional hurdles of spending.
1. Retirement Account Conversions Explained: RRIFs, LIFs, & More
In this foundational video, Steve walks through the process of transitioning your retirement savings accounts into retirement income accounts — such as turning your RRSP into a RRIF or your LIRA into a LIF. He demystifies key concepts and timelines, helping retirees understand their options and obligations as they start drawing income from their portfolio to fund their desired retirement lifestyle.
2. The Smartest Way To Use Your Retirement Accounts
This second episode dives deeper into tax-smart strategies for withdrawing from registered and non-registered accounts. Steve explores how to optimize cash flow while minimizing tax implications and OAS clawbacks, empowering Canadians with a plan for sustainable retirement income.
3. Do You Have Retirement Spending Anxiety?
In this final and perhaps most important and unique video, the focus shifts from financial tactics to emotional readiness. Many retirees struggle with the mindset shift from saving to spending. Steve provides thoughtful guidance on how to enjoy your retirement income without guilt, emphasizing the importance of aligning your financial plan with your life goals.
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Steve brings clarity and compassion to the complexities of retirement planning. Whether you’re about to retire or already there, this series will help anyone seeking peace of mind in the next chapter of life.
Learn more about Steve Bridge, CFP®.
wow, this is very well done!!
Thank you David, and thanks especially for hosting a very informative and engaging series of interviews with Steve to discuss these critical aspects of retirement planning.