➡️ Learn more about our services at https://www.parallelwealth.com/planning
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*Resources*
➡️ Our budget guide and net worth tracker: https://www.parallelwealth.com/tools
➡️ Creating a market-proof retirement plan: https://youtu.be/gxkR5vHWeXI?si=u6UuEAhbH-Ya4v0G
➡️ 33min of CPP knowledge: https://youtu.be/F2xWhX9G0y4?si=MrH-vvidSE-OkGeh
➡️ Full interview with Dr. Riley Moynes: https://youtu.be/F6nHgebHQfM?si=N0UmNVkFlUdCb4mR
*TIMESTAMPS*
0:00 - Intro
0:55 - Steps to take before retirement
14:33 - How much do you need to retire?
23:09 - RRSP to RRIF conversion
32:45 - RRSP meltdown strategy
48:39 - Importance of the TFSA
58:24 - TFSA basics
1:10:14 - The cash wedge
1:19:50 - Laddered income strategy
1:24:46 - Retirement traps
1:37:43 - Psychological side of retirement
1:49:56 - Retirement regrets
*DISCLAIMER*
This presentation is for informational purposes only and does not constitute
an offer to buy or sell any products or services. It is not intended as investment,
financial, or other professional advice. Investments carry risk, and past performance
is not indicative of future results. Certain statements may include forward-looking
information, which involves risks, uncertainties, and assumptions that could cause
actual results to differ materially from those expressed or implied.
The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.