Retirement - Ten Things You Need To Consider If You Are Within Five Years of Retiring

Over the past thirty years, our team has helped hundreds of families transition successfully into retirement. In this video, we cover ten retirement topic areas that will help you to plan a successful retirement journey.

To learn how to get your complimentary retirement plan, click the following link to our website,
https://www.humphrieswealthgroup.com/

Video links referenced in the video...
Government Benefits,
   • Five Strategies for Reducing OAS Claw...  
Cashflow planning,
   • Retirement Cashflow Planning  
   • Retirement Cash-flow Planning - How M...  
Pension Planning,
   • Pension Plans  
Retirement Lifestyle Tips,
   • Retirement -    I Wish Someone Had To...  
   • Retirement - Connection and Relations...  
   • A New Way To Define Retirement  
Investing,
   • Investing  
Estate Planning,
   • Estate & Will Planning Part 1  
   • When Should You Have Your WILL Update...  
Retirement Plan
   • Retirement Financial Forecasting  

To learn how to get your complimentary retirement plan, click the following link to our website,
https://www.humphrieswealthgroup.com/

Shaun Humphries
Senior Financial Planning Advisor
CI Assante Wealth Management

00:00 Introduction
00:45 Government Pensions
02:58 Cashflow Planning
04:30 Employer Pension Plans
10:33 Health Benefits
11:46 Review Life Insurance Needs
14:12 Practice Retirement
15:04 Explore a Side Hustle
17:21 Repositioning Your Portfolio
18:33 Retirement Income Plan
18:58 Time Line Investing
20:52 Update Estate Plan
22:03 Prepare A Retirement Income Forecast
26:09 Concluding Comments