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?

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning or email [email protected]

OUTLINE:
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: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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