Retiring With $2,000,000. How Much Can You Spend? скачать в хорошем качестве

Retiring With $2,000,000. How Much Can You Spend?

📞 Want to explore working with us? Book a free call: https://bit.ly/44YUiF7 ⬇️ Learn the 20 tips you need to retire tax-efficiently in Canada: https://bit.ly/4fdgO1C A couple in their early 60s just came to us with a $2 million portfolio and one big question: "How much can we actually spend each year without running out?" Now, this is the kind of conversation we’ve had hundreds of times. I’ve worked in retirement planning for over 15 years, co-founded a wealth management firm, and I hold both CFP and CIM designations. Our team manages more than $300 million for Canadians retiring with portfolios between $1–$5 million. And here’s what we see all the time: People assume $2 million means they’re set and that they can just draw a fixed amount each year and not worry but retirement doesn’t work like that. So in this video, I’m going to walk you through: How much someone with $2M can actually spend, based on real numbers Where the money should come from first (and why that matters) How to avoid some of the most expensive planning mistakes I see all the time Retiring with $2 million sounds like financial freedom but how much can you really spend each year without running out? In this video, a seasoned retirement planner breaks down the numbers, strategies, and costly mistakes to avoid. You’ll learn how to structure withdrawals, optimise tax efficiency, and make your money last for life.