Scared to Retire? The Part of Retirement Planning No One Talks About
Автор: Ludmila Esmail, CFP®, CIM®, TEP
Загружено: 2026-10-22
Просмотров: 194
Описание:
Many people assume that if they just knew more about money, retirement would stop feeling uncertain. In my work as a Wealth Advisor in Canada, I’ve seen that even financial professionals feel lost about their own retirement. Recently, two people whose careers revolve around retirement planning told me they felt unsure about theirs. It wasn’t because they lacked knowledge. Some of the hardest parts of retirement don’t show up on a spreadsheet.
In this video, I’ll walk you through:
✔️ Why a financial planner asked me to build her own retirement plan
✔️ What happened when a fellow advisor admitted he had no idea what he’d do in retirement
✔️ Why retirement anxiety is normal, even for experts
✔️ The identity side of retirement planning that most people overlook
✔️ Why talking it through with someone you trust builds real retirement confidence
Whether you’re 10 years from retirement or already there, if you’ve felt uneasy about the numbers, the timing, or what your days will look like, this video is for you.
Chapters:
0:00 – Even financial advisors feel lost about retirement
0:43 – Story one: the planner who needed a plan
1:25 – Story two: “I don’t know what I’ll do in retirement”
2:04 – The pattern behind both stories
2:57 – The identity side of retirement planning
4:10 – Where retirement confidence really comes from
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About Elevate Wealth Group
I'm Ludmila Esmail, CFP®, CIM®, TEP, Wealth Advisor based in Burlington, Ontario.
I help individuals, business owners, and their families make confident financial decisions through life’s biggest transitions, including retirement, widowhood, divorce, and selling or stepping back from a business. My approach combines careful financial planning with steady guidance through those moments.
Subscribe for practical, honest financial planning insights for Canadians navigating what comes next.
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Connect with me:
📩 Book a conversation: https://bookings.cloud.microsoft/book...
🌐 Website: https://www.elevatewealthgroup.ca/
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Disclaimer: The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.
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