Heart of Your Retirement

Author: Zena Amundsen

Welcome to Heart of Your Retirement: the retirement prep podcast for busy Canadian professionals wanting real money talk. Hosted by Certified Financial Planners Zena Amundsen and Nicole Putz, partners at Astra Financial, every episode gives you exclusive access to juicy money details to get you retirement ready and confident about your next money move. We cover everything from CPP and OAS timing to tax-smart withdrawal strategies, pension decisions and the emotional side of retirement planning. Real conversations. No jargon. No sales pitch. Just the information Canadians actually need. For show notes, free downloads and more resources, visit astrafinancial.ca.
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Language: en

Genres: Business, Education, How To, Investing

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4 Canadian Retirement Tax Tips Most People Miss
Episode 153
Monday, 7 September, 2026

🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/09/07/canadian-retirement-tax-tips In this episode of Heart of Your Retirement, CFPs Zena Amundsen and Nicole Putz break down 4 Canadian retirement tax tips that can lower your tax bill. They cover the disability tax credit, pension income splitting, charitable donations and medical expenses, including who qualifies, how to apply and the small details that trip up most Canadians at tax time. Want a deeper look at how these pieces fit into your overall retirement plan? Grab our free mini course at astrauniversity.ca/mini-course If this helped you, subscribe for more retirement tax tips and financial planning for Canadians. 🔗 See the CRA website to see eligible medical expenses: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/lines-33099-33199-eligible-medical-expenses-you-claim-on-your-tax-return.html#wb-auto-4