#67 — Alexandra Macqueen: How Retirement Planning Has Changed Over the Years

#67 — Alexandra Macqueen: How Retirement Planning Has Changed Over the Years

From The Wealthy Barber Podcast by The Wealthy Barber Inc.

August 11, 2026 · 48 min · Episode 68

About this episode

Alexandra Macqueen discusses the evolution of retirement planning and key considerations for retirees.

Our guest this episode is Alexandra Macqueen — CFP professional, Vice President of Learning, Development and Professional Practice at FP Canada and one of Canada's leading voices on retirement income planning. Alexandra has been a practicing financial planner since 2005, taught personal finance at York University's Schulich School of Business and co-authored the bestselling book "Pensionize Your Nest Egg." In this episode, Dave and Alexandra dive into how retirement planning has changed over the years, from the way rising longevity has reshaped Canadians' awareness of retirement risks to the assumptions that underpin every retirement plan. They cover why financial planning has become harder, when professional advice can pay off for retirees, and the roles FP Canada and the QAFP designation play in raising the standard of advice. Alexandra also breaks down the factors to weigh when deciding whether to commute a defined benefit pension and makes the case for annuities as a retirement planning tool. The conversation also explores reverse mortgages and how they compare to HELOCs, the "Die With Zero" legacy approach, lessons from "The Millionaire Next Door" and why the timing of CPP…

People in this episode

Host: Dave

Guest: Alexandra Macqueen

Mentioned in this episode

Organizations: FP Canada, York University's Schulich School of Business

Books & works: Pensionize Your Nest Egg, The Millionaire Next Door

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