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Summer Rerun: Financial Planner Nahanni Ackroyd

  1. Summer Rerun: Financial Planner Nahanni Ackroyd twoboomerwomen 40:31

This episode first appeared in February 2021. It appears here this week while Two Boomer Women take a well-deserved break.

Nahanni Ackroyd is a diligent, caring, perceptive, smart financial planner on Vancouver Island.

In this episode she discusses some of the basics of Retirement 101 in the Canadian context.  Critical Illness insurance is recommended by Agnes and Nahanni – so she touches on it.

Finally, if giving is part of your financial plan, 100 Who Care is a great way to keep your dollars local.

Acronyms for this episode:

  • RRSP: Registered Retirement Savings Plan
  • TFSA: Tax Free Savings Account
  • RRIF: Registered Retirement Income Fund
  • CRA: Canada Revenue Agency
  • OAS: Old Age Security
  • CPP: Canada Pension Plan
  • GIS: Guaranteed Income Supplement

Links:

Nahanni Ackroyd:  https://www.nahanniackroyd.com/

100 Who Care:  https://www.100whocarealliance.org/

Join the TBW conversation:  https://twoboomerwomen.com/join-the-conversation/

I’ve probably done most of the things you expect a woman my age to have done: married and divorced; three children; variety of jobs over the years including a couple of home-based businesses and, finally, a pretty good career; gave up that career (and home and life) to move and take care of a dementing mother; adult daughter moved back home with a baby; financial struggles; sucker-punched by the post-2007 economy. You tell a similar story.

My podcast is for Boomer Women. A variety of subjects, a variety of viewpoints... and open to suggestions if I'm not covering a topic you want to hear about.