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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How To Maximize Your TFSA Benefits in Retirement
Episode 154
Tuesday, 6 October, 2026

🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/10/06/tfsa-benefits-in-retirement/ Most Canadians open a TFSA at the bank, leave it in cash and wonder why it isn't growing. In this episode two certified financial planners break down how to use a TFSA in retirement: what a TFSA actually is, why it's a shelter and not an investment, what you can hold inside it beyond cash, the contribution room mistakes that lead to CRA interest, and how to name a successor holder or beneficiary the right way. If you want your tax-free savings account working as one of your best long-term retirement buckets, start here. If this helped you, subscribe for more retirement tax tips and financial planning for Canadians. 🔗 LINKS MENTIONED: → Astra Financial: https://astrafinancial.ca/ → Canadian Retirement Course: https://astrauniversity.ca/heart-of-your-retirement/ → Astra University: https://astrauniversity.ca/