Episode #2: Why You Need a Retirement Plan (Not Just an Investment Plan)

15/09/2025 9 min Temporada 1 Episodio 2
Episode #2: Why You Need a Retirement Plan (Not Just an Investment Plan)

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Episode Synopsis

In this episode of the Retirement IQ Podcast, retirement wealth coach John Stregger explains why a true retirement plan goes far beyond investment strategies. Discover how to align your money with your values and goals, the difference between a retirement plan and an investment plan, and why your plan should be a living document that evolves with life changes, markets, and tax laws. Packed with real client stories and practical advice, this episode will help you build a retirement strategy that ensures financial security, reduces taxes, and supports the lifestyle you’ve always envisioned.To learn more visit www.freeretirementreport.ca