Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make
Автор: Willems Wealth Planning Group
Загружено: 2025-09-27
Просмотров: 2652
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Jim’s 60, earning $250K, and wondering if he’s crazy to walk away from it all. In this case study, we compare three retirement paths—from full grind to soft landing—to help answer the $1 million question: is one more year really worth it?
Steve Willems, CFP®, FEA, BA
Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd.
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🎬 S E L E C T S C E N E S 🎬
0:00 - The $1M “One More Year” Question
1:22 - Meet Jim: High Earner at a Crossroads
3:27 - Path 1: Grind It Out to 65
5:31 - Path 2: Soft Landing at 60
7:46 - Should Jim Take CPP Early?
9:34 - Path 3: The Hybrid Option (Work to 63)
11:25 - Years of Stress vs Years of Freedom
12:49 - Key Takeaways & Planning Tips
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