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I’ve Helped Hundreds Retire: Here Are 26 Things You Must Know

Автор: Parallel Wealth

Загружено: 2025-07-07

Просмотров: 89652

Описание:

Learn more about our services at https://www.parallelwealth.com/planning

In this video I'll go through 26 things you should know about retirement.

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/invest...
➡️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...

The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personal vetted each product and service we provide links to.

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 - Intro
0:15 - 1. Retire to something
1:00 - 2. May miss co-workers
1:30 - 3. Spending is difficult
2:06 - 4. Health is wealth
2:30 - 5. Likely will live longer than you think
3:09 - 6. Check off bucket list early
3:55 - 7. Spend more early
4:48 - 8. Retirement is 10% financial, 90% psychological
5:33 - 9. Delay CPP
6:08 - 10. Withdraw more than RRIF minimum
6:52 - 11. Use your TFSA for flexibility
7:30 - 12. Keep a cash wedge
8:00 - 13. Experiences over stuff
8:36 - 14. Don't ignore purpose
9:20 - 15. Avoid emotional decisions
9:48 - 16. Have the uncomfortable conversations
11:07 - 17. It's time to pay yourself
12:05 - 18. You'll feel a little lost
13:05 - 19. Tune out the headlines
14:20 - 20. Keep using skills
14:53 - 21. Don't settle for high investment fees
16:34 - 22. Stress test your plan
18:35 - 23. Tax plan
19:32 - 24. Pass on wealth earlier
20:29 - 25. Don't listen the self-proclaimed financial experts
22:06 - 26. Get a detailed plan

I’ve Helped Hundreds Retire: Here Are 26 Things You Must Know

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