3 Retirement Withdrawal Mistakes That Will Wreck Your Finances

Описание: Your retirement withdrawal strategy can significantly impact your long-term security. Discover why seemingly simple approaches often backfire, leading to potential shortfalls, unnecessary taxes, or running out of money sooner. We break down 3 frequent errors, from flawed withdrawal methods to inadequate planning and review, offering insights to help you build a more resilient retirement income plan.

00:00 Introduction to Retirement Withdrawal Mistakes
00:17 Mistake #1: Taking a Set Percentage Withdrawal
01:56 Mistake #2: Spending Government Benefits Too Early
04:17 Mistake #3: Only Spending Interest, Not Principal
06:02 Importance of Having a Retirement Plan

#WealthManagement #FinancialPlanning #Retirement

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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.

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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)