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Скачать или смотреть Retiring Before Starting Your CPP? Avoid This Critical Portfolio Mistake

  • Parallel Wealth
  • 2025-07-25
  • 31471
Retiring Before Starting Your CPP? Avoid This Critical Portfolio Mistake
Financial PlanningRetirement PlanningEstate PlanningRetirementTax PlanningInvestingReal Estate InvestingStocksBondsSavingsPassive IncomeRRSPTFSAWealthParallel Wealth
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Описание к видео Retiring Before Starting Your CPP? Avoid This Critical Portfolio Mistake

Learn more about our services at https://www.parallelwealth.com/planning

If you're retiring before starting CPP that means you'll likely be relying heavily on your own investments early on in retirement. In order to properly protect yourself, there is a critical portfolio adjustment you must make, which we dive into in this video.

If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services:

➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning
➡️Retirement Income Program™: https://www.parallelwealth.com/invest...
➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education

Additional 3rd Party Links and Resources:
🔗Retirement Income for Life: Getting More without Saving More (Second Edition):
https://amzn.to/3tvIdVN
🔗Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG
🔗CPP Calculator: https://research-tools.pwlcapital.com...

The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personal vetted each product and service we provide links to.

DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.

TIMESTAMPS:
0:00 - Intro
0:25 - Scenario
2:35 - Cash wedge
4:03 - Sally's portfolio
7:35 - Peace of mind in retirement
8:50 - Replenishing your cash wedge

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