Planning to Retire in 12 Months? Watch This First
Clayton Meeres
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Planning to Retire in 12 Months? Watch This First
170 просмотров · 3 недели назад
Clayton Meeres
387 подписчиков
170 просмотров · 3 недели назад
Are you ready to retire — not just financially, but socially and psychologically too?
In this video, I explain why retirement is about much more than reaching a number in your investment accounts. About 12 months before retirement, the question should begin shifting from “Do I have enough?” to “How is this actually going to work?”
You'll learn:
Why there are really three different retirements happening at the same time
What it means to be financially ready for retirement
How your RRSP, TFSA, CPP, OAS, pension, and investments can work together to replace your paycheque
Why you need a retirement income blueprint — not just a retirement number
How work quietly provides structure, routine, relationships, and belonging
Why retirement can change your social life and even your relationship with your spouse
How your career can become intertwined with your identity
Why the question “Who am I now?” can become important after leaving work
How the Values Ladder Exercise can help uncover what is genuinely important to you
How to use the Ordinary Tuesday Exercise to picture what everyday retirement will actually look like
Why planning for retirement means preparing financially, socially, and psychologically
Retirement isn’t mostly made up of cruises and bucket-list trips.
It’s mostly made up of Tuesday mornings.
If you're within a year or two of retirement, this video will help you think beyond simply reaching an arbitrary number and start building a retirement that gives you clarity, confidence, and something meaningful to retire to.
If you enjoy videos that make retirement, investing, taxes, and financial planning easier to understand, consider subscribing.
🌐 Website:
https://www.sparrowfinancial.ca
📚 More educational content:
Buy the book: From Real Estate to Retirement: Rethink, Retire, Thrive
https://a.co/d/0aGksk0j
🥚 Learn more about the Nest Egg Strategy™:
Check out the Nest Egg Strategy video linked in this video or on the channel.
⚠️ Disclaimer
This video is provided for educational purposes only and should not be considered financial, investment, tax, accounting, legal, or retirement planning advice. Retirement decisions involve many factors, including your income needs, investment portfolio, tax situation, pensions, CPP and OAS benefits, family circumstances, risk tolerance, and personal goals. The examples discussed are general in nature and may not be appropriate for your individual situation. Investment returns are not guaranteed, and tax rules and government benefits may change over time. Always consult the appropriate financial, tax, legal, and other professional advisors before making significant retirement or investment decisions.
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