Retirement Paycheck System: How to Turn Savings Into Reliable Income
Автор: All Things Retirement (Canada) | Shaun Humphries
Загружено: 2025-12-13
Просмотров: 3444
How do you turn your RRSPs, TFSAs, non-registered savings, pensions, CPP, and OAS into a reliable monthly retirement paycheque?
Today I reveal the exact system we use with clients to create tax-efficient, consistent retirement income—and avoid costly drawdown mistakes.
In this video you’ll discover:
✅ The most common drawdown strategies (and which ones actually work)
✅ How to integrate CPP, OAS, RRIFs, TFSAs, pensions, and non-registered accounts
✅ The Three-Bucket / Timeline Portfolio that protects your income for life
✅ The case study of a couple with $2M+ in savings—and the strategy that added $780,000 to their long-term plan
✅ How to build your own Retirement Paycheck System using modern planning tools like SNAP projections
Whether you’re 5–10 years from retirement or already retired, this framework will help you create clarity and confidence around your income plan.
Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and a second opinion on your current planning. Here's the link,
https://www.humphrieswealthgroup.com/
Access our complimentary Retirement Planning Resource Bundle. Click the following link to learn more,
https://exciting-trailblazer-1136.ck....
Investing for Retirement Course - we have prepared a comprehensive course that reviews the key elements for building your retirement portfolio. You can get access to this FREE course by clicking the following link,
https://www.humphrieswealthgroup.com/...
Retirement Cashflow Planning Course - Effective cash flow management is a cornerstone of retirement planning. You can access this FREE course by clicking the following link,
https://www.humphrieswealthgroup.com/...
Welcome to our channel. Regularly, we upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including:
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Shaun Humphries B. Admin, CFP®
Senior Financial Planning Advisor
Assante Capital Management Ltd.
0:00 Introduction
0:45 The Retirement Paycheck System Explained
2:10 Case Study Overview
4:35 Drawdown Strategies Compared
7:20 CRA, RRIFs, TFSAs, and Tax Efficiency
10:55 The 3-Bucket / Timeline Portfolio
14:40 Optimizing CPP, OAS, and Investment Mix
18:20 Final Paycheck Strategy & Takeaways
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