Ever wonder how to build out a solid retirement game-plan? In this video we show you the key things you need to think about, how to build in a safety buffer and some free resources on how you can do this on your own if you want to.
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Well Built Wealth: [ Ссылка ]
Intro (0:00)
Test Case Details (1:37)
Defining Your Retirement Goals (1:57)
Details of Your Investment/Savings Accounts (3:45)
Details of Your Pensions (4:06)
Details of Your Property(s) (5:30)
Details of Your Liabilities (6:13)
Taking Stock of How You're Tracking (6:25)
Retirement Income Shortfalls (7:11)
Strategizing to Address Shortfalls (7:30)
Stress-testing Your Plan (10:51)
Free Resources (12:15)
Links:
CRA Retirement Calculator: [ Ссылка ]
PERC: [ Ссылка ]
DISCLAIMER: The content and opinions on this channel are for informational and educational purposes only and none of it is (nor is it intended to be) investment advice. It is our firm position that everyone has a unique situation and should seek professional advice on how best to navigate it. Rhys Martell is a Chartered Investment Manager (CIM), a Fellow of the Canadian Securities Industry (FCSI), a Qualified Associate Financial Planner (QAFP) and more. However, he is not registered to provide investment advice and does not provide specific recommendations. Those looking for specific investment advice should seek out a registered professional. Rhys Martell is not responsible for any investment decisions taken by anyone other than himself.
