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Скачать или смотреть How to Maximize CPP and OAS (Deferred Retirement Benefits)

  • Your Canadian Retirement Specialist
  • 2023-06-05
  • 425
How to Maximize CPP and OAS (Deferred Retirement Benefits)
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Описание к видео How to Maximize CPP and OAS (Deferred Retirement Benefits)

In today's Fireside Financial episode, we'll be going over how to maximize your retirement benefits by deferring OAS and CPP.

If you're experiencing frustration and overwhelm due to the intricacies of CPP and OAS timing and a lack of tailored strategies for more effective retirement planning, you're certainly not alone!

Watch this video and:

Discover the potential for a financially secure retirement by deferring CPP and OAS benefits
Understand how identifying crucial personal factors can significantly influence your retirement planning choices
Learn how engaging with knowledgeable advisors can enhance the effectiveness of your retirement planning and provide greater peace of mind
Gain the skills to confidently navigate the often daunting and occasionally uncomfortable stages of the retirement planning journey
Recognize the significance of tailoring your approach to address individualized retirement planning scenarios

And more.

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.c...

Prefer to listen to Podcasts? Check us out on Spotify or Apple Podcasts!
https://open.spotify.com/show/1lg86Ec...
https://podcasts.apple.com/us/podcast...

Comment below with any questions or topics you’d like us to cover! And don’t forget to like and subscribe for the latest updates.

Thanks for watching Your Canadian Retirement Specialist!

Facebook:   / yourcanadianretirementspecialist  
LinkedIn:   / schillerandassociates  
Website: https://schillerandassociates.com/

Regan Schiller holds his Certified Financial Planner designation, Registered Retirement Consultant and Certified Life Underwriter designations.

These videos were produced while I was an Executive Financial Consultant with IG Private Wealth Management. As of September 27, 2024, my affiliation changed to Wellington-Altus Private Wealth where I have taken the role of Wealth Advisor.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

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