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The Heart of Your MoneyAuthor: Zena Amundsen
Welcome to Heart of Your Moneythe retirement prep podcast for busy professionals wanting real money talk. Hosted by Zena Amundsen, author, Certified Financial Planner and founder of Astra Financial. In every episode, you'll get exclusive access to juicy money details to get you retirement ready and feeling confident about your next money move. If you want even more information about how to start preparing for retirement? Head on over to www.astrafinancial.ca where you'll find show notes, free downloads and even more resources on how to get retirement ready. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Should I Transfer My Pension to a Financial Advisor?
Episode 146
Monday, 16 February, 2026
🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/02/16/should-i-transfer-my-pension/ 🔗 Learn more about the Heart of Your Retirement course: https://astrauniversity.ca/heart-of-your-retirement/ Should you transfer your pension at retirement? It depends on 5 key factors. In this episode, Canadian CFPs Zena Amundsen and Nicole Putz break down the exact framework they use with clients to make this pension transfer decision, including real scenarios where they told clients to LEAVE their pension alone and others where they recommended transferring it. In this episode, we cover: The 5 factors that determine whether to move your pension or leave it Real client case study: When we said "keep it where it is" Real client case study: When coordination became critical The pension split strategy for people under 72 (most people don't know this exists) Sequence of returns risk and why timing matters as much as returns The general contractor framework for retirement income coordination How to evaluate fees and value in pension management
