"GIC's Are Dead." How to plan well, in a volatile world - Wise Wealth Podcast Ep. 18. скачать в хорошем качестве

"GIC's Are Dead." How to plan well, in a volatile world - Wise Wealth Podcast Ep. 18.

Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and a second opinion on your current planning. Here's the link: https://www.humphrieswealthgroup.com/ Monte Carlo simulations, GICs, probate, and the 5–10 year countdown to retirement - what actually matters? In this episode we unpack the pros/cons, the trade-offs, and the real-world planning decisions Canadians face as retirement gets closer. Welcome to our channel where we regularly upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including: ✅ Health (lifespan vs health span, cognitive resilience, mental wellbeing) ✅ Family & relationships (support systems, “families of affinity,” social isolation risks) ✅ Purpose (meaning, community contribution, time affluence) ✅ Finances (peace of mind, freedom, sustainable spending — not just accumulation) If you’d like help building a retirement plan that integrates all four pillars, you can book a complimentary call through the link at the top of the description. We'll also show you free worksheets and planning tools you can use to think beyond the money side of retirement, including exercises to clarify how you want to spend your time and what creates meaning in your next life chapter. Shaun Humphries B. Admin, CFP® Senior Financial Planning Advisor: CI Assante Wealth Management Ltd. Joshua Humphries B. Comm. (Hons.) Financial Advisor: CI Assante Wealth Management Ltd. Insurance Advisor: Assante Estate and Insurance Services Inc. 01:29 1. The Pros/Cons of Monte Carlo Simulations. 07:36 2. Are GIC's Dead? 11:17 3. How our planning software appraches Monte Carlo Simulations. 12:28 4. Should I avoid probate at all costs? 20:06 5. I'm 5-10 years from retirement, what should I do?