Your 5-Year Retirement Plan: A Step-by-Step Guide with Checklist

Описание: Don't let years of hard work go to waste by making mistakes in the final stretch. This essential guide covers the non-negotiable checklist for the 5-year countdown to retirement. Learn why this period is crucial for savings growth, how to handle large one-time expenses before you stop working, and the steps to take regarding health benefits, government pensions (CPP/OAS), and your investment strategy.

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Chapters:

00:00 Intro & Retirement Phases Overview
00:51 Savings growth
01:50 Much better idea of retirement cost
03:00 Chance to pay big things up front
04:06 Opportunity to tackle small health issues
05:10 Chance to really think about what you want to do
06:15 Identify income sources (CPP, OAS, Pension)
07:49 Revisit your plan

#Retirement #FinancialPlanning #Savings

WHO ARE WE?
Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience.

DISCLAIMER
All views expressed in this (video or presentation) are provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. The statements expressed herein are not intended to provide tax, legal or financial advice, and under no circumstances should be construed as a solicitation to act as a securities broker or dealer in any jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation or general needs of any particular person, organization or institution. Please do not hesitate to contact us should you want to know more about the information contained in this (video or presentation) or have any related questions.

Canaccord Genuity Wealth Management is a division Of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund (CIPF) and The Canadian Investment Regulatory Organization (CIRO)