Doing These Things Before December 31 Could Save You Thousands | Ep. 11 скачать в хорошем качестве

Doing These Things Before December 31 Could Save You Thousands | Ep. 11

🤗 Join over 550,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.onelink.me/SOfu/br... In Episode 11 of our retirement series, "Second Act", I walk through a year-end checklist for retirees, covering income decisions, RRIF/TFSA rules, charitable giving, estate updates, and portfolio tune-ups to ensure a smoother and more tax-efficient retirement. Also in this episode: 🧾 Reflecting on the year helps uncover spending surprises and potential plan adjustments. 📉 RRSP and RRIF timing can make a big difference in tax efficiency. 🎁 Charitable donations and family gifting offer emotional and tax advantages. 📊 Rebalancing your portfolio now helps maintain proper risk levels. 📂 Estate planning updates save stress and prevent costly errors later. 🎯 Setting goals for the new year defines your income needs and lifestyle direction. Download Your Episode 9 Cheat sheet Here: https://thepulse.beaviswealth.com/c/s... Thank you to Harvest ETFs for supporting this series. Learn more about Harvest here: https://harvestportfolios.com/ Harvest Insights: https://harvestportfolios.com/insights/ Chapters 00:00 Intro 00:50 The Big Picture - Time to Reflect 03:18 Registered Deadlines 05:16 TFSA Transactions 06:42 Harvest Insights 07:49 Gifts & Giving 09:15 Portfolio Checkup 10:50 Estate Planning 12:44 Looking Forward to Next Year ----------- 📥 Subscribe to the Pulse Newsletter for Weekly Market News ➤ https://thepulse.beaviswealth.com/ Courses & Training - The Investing Academy ➤ https://bit.ly/theinvestingacademy Follow Us On Blossom ➤ https://getblossom.page.link/brandon Instagram ➤ https://bit.ly/3Oechgh LinkedIn ➤https://bit.ly/3RLndF7 Website ➤ https://www.beaviswealth.com ----------- 🏦🇨🇦 Sign Up Bonuses 💰💸: ► Wealthsimple Trade ($50 cash bonus) - wealthsimple.sjv.io/Vmome3 ► Wealthsimple Invest Robo-Advisor (Receive a $50 sign up bonus) - wealthsimple.sjv.io/oqQqKm ► NEO Financial (Cash Back Credit Card) - https://bit.ly/3yJqb4s ► Questrade Online Brokerage (Get $50 in commission-free trades) - https://bit.ly/3OhrRrK The above affiliate links are provided for your convenience, and if you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personally vetted each of these companies and services and, in our opinion, we believe they provide value to our viewers, depending upon your individual circumstances. Business Inquiries: support@theinvestingacademy.ca ----------- Beavis Wealth Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Although previously licensed, the contributors are no longer industry participants and are not licensed to provide financial advice. They strive to provide you with educational information in an entertaining manner. Always do your own research and due diligence before investing. Generally speaking, you should consult a licensed investment professional before investing.