The Income Illusion - Why TD's & One Asset Won't Save You From Inflation.
Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors
Opublikowano: 2026-08-13
Rob Pizzichetta explains that “real income” in retirement means an income stream that keeps pace with inflation, not just a high nominal yield. Using a term deposit example (5% interest vs 3.5% inflation), he highlights how purchasing power can still shrink when capital is static. He warns that relying on a single income engine—especially residential property—creates structural risk through asset, income-type, and liquidity concentration, compounded by the “baby boomer exit problem” in an illiquid market. He then outlines the Mont Wealth Income Portfolio as a response: a growth and defensive engine with diversified assets and income types, including global property and...