6 Questions YOU MUST Answer Prior To Retirement (Avoid Unneeded Stress!)

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

In this video we'll go through 6 questions you need to have answered prior to retirement. Answer these questions, and it'll make your retirement that much easier!

1. Will my family be in an adequate financial position if I pass away prematurely?
2. How long will my money last in retirement?
3. When should I take my government benefits? (CPP & OAS)
4. What assets should you take first in retirement? (TFSA, RRSP, etc)
5. Are you saving enough leading into retirement?
6. Do you have an estate plan prepared?

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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

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🔗️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...

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TIMESTAMPS
0:00 - Introduction
0:31 - Question One
3:39 - Question Two
5:22 - Question Three
6:46 - Question Four
8:20 - Question Five
10:31 - Question Six
13:20 - Summary

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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.