Episode 19 – Are naive retirees banking on 'something magical'?

Are clients transitioning from the baby boomer mentality of high achievement to a more 1960s hippy-like vibe? What is true is that many people are reassessing their work-life balance in the wake of the pandemic. But according to David Little, senior investment advisor at Blue Oceans Private Wealth, iA Private Wealth Inc., many of these investors are rushing into retirement without a proper income plan.