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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. #RetirementPlanning #Retirement #RetireSoon #CanadianRetirement #RetirementIncome #FinancialPlanning #CPP #OAS #RRSP #TFSA #RetirementStrategy #RetirementReady #RetirementLifestyle #RetirementGoals #FinancialFreedom #RetirementCanada #NestEggStrategy #PersonalFinance #FinancialEducation #SparrowFinancial