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In this video we'll go through 7 questions you should be able to answer before you retire.
If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services:
➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning
➡️Retirement Income Program™: https://www.parallelwealth.com/investments
➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education
Additional 3rd Party Links and Resources:
🔗Retirement Income for Life: Getting More without Saving More (Second Edition):
https://amzn.to/3tvIdVN
🔗Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG
🔗CPP Calculator: https://research-tools.pwlcapital.com/research/cpp
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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.
The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.
TIMESTAMPS:
0:00 - How much do you need?
2:19 - How much are you withdrawing?
3:51 - What is your cashflow plan?
7:22 - Harvest ad
8:33 - When are you starting government benefits?
10:13 - What is your estate plan?
12:52 - Have you planned for the unexpected?
15:17 - What are you retiring to?