Oct 20, 2022

In this episode, host Charlie Jordan is joined by fellow CI Private Wealth advisor & partner Chase Mouchet to discuss the current bear market and how retirees can manage the financial and personal impacts.

If you have a question about your personal situation or would like us to answer on a future listener questions...

Oct 13, 2022

CI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:

• High dividend-paying stocks for retirement income (1:25)
• Bucket list high spending early in retirement (5:44)
• Inflation and portfolio allocations in retirement...

Oct 4, 2022

Retiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is The Retirement Grace Period.  In this podcast, host Charlie Jordan discusses two areas that new retirees will have to give themselves grace in the retirement transition: Spending and Time.

If you have a question...