Your Retirement Is At Risk And You Don’t Realise….Here’s Why скачать в хорошем качестве

Your Retirement Is At Risk And You Don’t Realise….Here’s Why

Interested in a custom retirement strategy? ➡️ https://willemswealthplanning.ca/star... After reviewing 369 retirement plans last year, I saw 7 common mistakes that could derail even the best plans—many people didn’t even realize they were making them. In this video, I’ll break down these missteps so you can avoid them and stay on track for a confident retirement. 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 - Intro 1:29 - Big Concentration Risk 3:27 - Raiding the TFSA 5:37 - Blue Chips & OAS 7:53 - DIY Tax Filing Woops 9:32 - Business Sale Timing 11:26 - Cost of Conservatism 13:33 - Loose Leverage ======================= Source Cited: https://www.taxtips.ca/dtc/eligible-d... ======================= The case studies mentioned in this presentation is based on actual scenarios but names and identifying details have been changed to protect the privacy of individuals. This case study is provided for illustrative purposes only to provide an example of our process and methodology. The results portrayed is not representative of all of our clients’ experiences.