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The Top 5 Reasons Retirement Plans Fail

Willems Wealth Planning Group

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The Top 5 Reasons Retirement Plans Fail

3 395 просмотров · 2 года назад
Willems Wealth Planning Group
12,4 тыс. подписчиков
3 395 просмотров · 2 года назад
We highlight the five scenarios we’ve seen where well-intentioned retirement plans fail, and help you see what could have been done differently to improve the situation. Steve Willems, CFP®, FEA, BA Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd. ✅ Reach out for a FREE retirement planning session ✅ https://willemswealthplanning.ca/star... 💌 Sign up for our monthly(ish) LIFE + MONEY newsletter 💌 https://willemswealthplanning.ca/news... ⬇️ Take the FREE 4 Minute “How much do I need to retire?” Quiz ⬇️ https://xqq03md1qx0.typeform.com/to/D... ======================= 🎬 S E L E C T S C E N E S 🎬 0:00 - Intro 1:10 - Scenario 1 - The Liquidity Trap 3:39 - Scenario 2 - The Conservative Conundrum 6:14 - Scenario 3 - The TFSA Trap 7:44 - Scenario 4 - Risky Bets 9:16 - Scenario 5 - The Diversification Dilemma =======================