Retirement Checklist: 6 Steps For A Successful Retirement
Вставка
- Опубліковано 14 чер 2024
- In this video we have Chad Wiebe on from @K4Financial to go through a 6 step retirement checklist that everyone should go through as they near retirement.
➡️Our video on Chad's channel: • Psychology of Retireme...
➡️Chad's channel: @ChadWiebeK4
➡️Parallel Wealth financial planning services: www.parallelwealth.com/planning
If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement plan on track. You can learn more about our services at www.parallelwealth.com/planning
Financial Resources I personally recommend:
➡️Retirement Income for Life: Getting More without Saving More (Second Edition): amzn.to/3tvIdVN
➡️Parallel Wealth Masterclass: www.parallelwealth.com/education
➡️Future Value Calculator: amzn.to/3EA6Qqv
➡️Neo Mastercard - no annual fee and average 5% back! - join.neo.cc/parallelwealth
➡️Free Credit Report with Borrowell: bit.ly/borrowellPWFG
➡️Maximize your Savings with EQ Bank - bit.ly/EQBankPWFG
The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personal vetted each product and service we provide links to.
OUTLINE
0:00 - Intro
0:53 - Step One
2:22 - Step Two
3:57 - Step Three
5:40 - Step Four
7:40 - Step Five
8:33 - Step Six
This presentation is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Every effort has been made to ensure the accuracy of its contents. Certain of the statements made may contain forward-looking statements, which involve known and unknown risk, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Returns are not guaranteed and past performance may not be repeated.
-----------------------------------------
DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.
Thanks for having me, Adam! Early congrats on 100k!
great collaboration. always nice to see people working together to help others
You had a few videos about these different topics but it is great to have them within the same video, and great for you to have a guest as a "sound board".
Thanks,
Cheers,
a.
Great video gentlemen. Thanks for helping us out Adam.
Great advice as I am closing in on retirement. Starting to question myself and your advice about a good sounding board is resonating big time!
congratulation chad and adam. great collaboration
Gratz on 100K subs!!! Nice!!!
Thank you so much 😀
Good video. Some great info (as always). . I always get a little something from your videos. Thanks for sharing this info with everyone.
Just a side note, your link for Retirement Income for Life: Getting More without Saving More should be updates to his third edition (just released)
Chad's a rockstar 🎉
99.8K subscribers Adam, soon to have a little plaque on the wall!
So close to 100K!
I know!!
We have a 'simple family' situation, and found Epilogue worked well for our wills and POA. It's not for everybody (like the 2nd marriages mentioned in the video). Also, agree with the importance of reviewing every investment account...especially TFSA's.
Thank you!!! Question, Would dividend be taxed differently with pay cheque or without pay cheque income. example $50.000 dividend with or without $60.000 Gross income salary??
Hey everyone Just wanted to drop a comment and share that I'm new to retirement investment. Any tips or recommendations for a beginner like me? Excited to learn from all of you
Welcome to the channel! This has been a great community for many - and lots of great contributors in the comments
Unfortunately, CRA decided that Sole Proprietors are no longer eligible to have the HSA. I do have a couple of clients that have the HSA.
I am wondering about Canada banks, if I grow my retirement nest in bank or investment account, how protected is that money? I hear about USA banks going under and people losing money, and only getting $400k back? How does that work in Canada especially in some big banks like TD, Scotia, BMO? Do I need to split my investments across those banks? Like what happens if one bank that holds my investments goes under for some reason in the future, will I lose my investments that that bank holds for me? Like if I have investment/trading account with that bank?
1. Divorce the Wife and get a Muse