The Heart of Your Money

Author: 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.
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Language: en

Genres: Business, Education, How To, Investing

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Your Biggest Canadian Retirement Tax Questions Answered
Episode 148
Monday, 13 April, 2026

🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/04/13/canadian-retirement-tax-questions/ A tax expert answers the most Googled retirement tax questions Canadians are asking right now. In this episode of Heart of Your Money, Zena Amundsen CFP and Nicole Putz CFP sit down with tax expert Rick Soparlo to break down real retirement tax strategies for Canadians, including how to structure your income for tax efficiency, how pension income splitting works between spouses, why Canada's graduated tax brackets mean a raise never hurts you, what happens to your RIF when you pass away (and why it could cost your family nearly half your savings) and practical draw-down strategies to keep more of your money in the family. Whether you're already retired or getting close, this conversation covers the tax planning fundamentals every Canadian should understand before filing their next return.