What If the Market Crashes Right After You Retire?
Автор: Willems Wealth Planning Group
Загружено: 2025-08-08
Просмотров: 1998
Описание:
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Paul and Sandra thought they were ready to retire — until the market dropped right after their final day at work. In this case study, we walk through how smart planning and a few small shifts helped turn a rocky start into a resilient retirement.
Steve Willems, CFP®, FEA, BA
Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd.
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🎬 S E L E C T S C E N E S 🎬
0:00 - Can You Retire in a Downturn?
0:48 - Meet Paul and Sandra: Ready to Retire
3:47 - Base Case: A Strong Retirement Plan
4:18 - Then the Market Drops…
6:21 - How Paul and Sandra Adjusted
8:57 - Delaying CPP & OAS for Stability
11:47 - Takeaway
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