A Step-By-Step Guide To Retiring Sooner Than You Think скачать в хорошем качестве

A Step-By-Step Guide To Retiring Sooner Than You Think

Interested in a custom retirement strategy? ➡️ https://willemswealthplanning.ca/star... Feeling stuck in a high-paying job but not sure if you can afford to leave? In this case study, Steve walks through how one couple found a middle path—reducing stress, preserving flexibility, and proving that retirement doesn’t have to be all or nothing. Steve Willems, CFP®, FEA, BA Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd. ======================= 💌 Sign up for our monthly(ish) LIFE + MONEY newsletter 💌 https://willemswealthplanning.ca/news... ⬇️ Take the FREE 4 Minute “How much do I need to retire?” Quiz ⬇️ https://xqq03md1qx0.typeform.com/to/D... ======================= 🎬 S E L E C T S C E N E S 🎬 0:00 - Why Full-Stop Retirement Might Be a Trap 0:57 - Meet Jim and Jane: Tired of the Grind 2:54 - Test #1: The Traditional Plan (Work to 65) 5:58 - Test #2: Pulling the Plug Too Early 7:41 - What if We Downsize Earlier? 8:25 - The Hybrid Plan That Actually Works 11:38 - It’s Not All-or-Nothing ======================= The case study mentioned in this presentation is provided for illustrative purposes only and does not represent an actual client or an actual client’s experience, but rather is meant to provide an example of our process and methodology. The results portrayed is not representative of all our clients’ experiences.