“Best of” Tax Season Meets Retirement: What It Means for You

Join us for a special Best of More Than Money episode. To kick things off for tax season, Dave and Rob break down the three most common tax issues retirees face and what can be done to address them.

Next, Leanna and Rob explore why tax season can be especially difficult for solo retirees compared to couples. Elizabeth Brown, Director of Single Seniors for Tax Fairness, joins the conversation to discuss the unique challenges single seniors face and what her organization is doing to advocate for change.

Then, Faisal and Rob speak with Dr. Mike Moffatt about how smart downsizing could benefit seniors, particularly when it comes to tax strategy and planning for the future.

To wrap up the show, Dave and Rob examine how government cuts are pushing some Canadians into retirement earlier than expected and ask an important question: if retirement is forced on you, are you truly prepared?

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