If you’re in your final few working years, or have recently retired, you’re going to be quite interested in Kyle’s plans for the remainder of 2022 and 2023.  In addition to interviewing experts like Fred Vettese, Wade Pfau, and Jonathon Chevreau, Kyle has been reading heaps of material on the best ways to plan retirement investment portfolios, withdrawal strategies, and spending rules of thumb.

Tune in to find out what he thinks some of the biggest myths in retirement planning are today, as well as some areas where Canadians could massively benefit from a few select tips.  OAS, CPP, pensions, annuities, drawdown estimates, spending patterns – it’s all fair game.

After interviewing over 75 of some of the top financial experts in Canada, certain best practices and commonalities begin to emerge. Join Kornel as he shares his findings on what the most impactful personal finance tactics and strategies are that can really help you move the needle when it comes to optimizing your finances and maximizing your net worth.

Kornel has been using his investment portfolio to pay for his daily costs for several years now.  Tune in to watch as he illustrates exactly how he withdraws dividends, and sells assets for capital gains – from multiple different types of accounts – in order to create a sustainable monthly income.  Kornel will show how he and his wife use their multiple accounts to essentially send themselves a very tax-efficient paycheque each month.

Because they don’t have a mortgage, maintenance costs, or condo fees, Stephanie and Gillian can take their portfolio earnings with them wherever they want.  Tune in to see how they managed to get an incredible view of the Italian Mediterranean in a high-end condo – for only $1,400!  (*Hint: They didn’t stay in Italy.)

Check out this bonus episode to see some of the excellent on-location video that the Freedom Years duo put together, in addition to their budgetary commentary.  They even give us a sneak peak on where they’re headed for 2023, and where they think the best deals are going forward.

Kornel decides to provide our All Access Pass audience with the answers to some of the most common questions that he has received in the past year.  Listen in as he breaks down withdrawal strategies in the FIRE world, ESG investing, RESPs, and the classic RRSP vs TFSA rebalancing question.

A lot of people look at Kyle weird when he tells them that he recently “retired” from teaching.  While he and his wife Molly didn’t begin their teaching careers with the idea of becoming financially-independent digital nomads, they have embraced an anti-winter lifestyle as they look to travel the world.  It’s one thing to see a story about how two engineers, or a couple who each work in finance, managed to attain financial independence at a young age.  It’s a little bit of a different story when you’re looking at trying to attain financial independence on two teacher salaries.  Kornel puts his Summit co-host in the hot seat, as he asks him to pull back the curtain on his savings tips, investing strategies, and earnings hacks.