The Top 5 Reasons Retirement Plans Fail
Willems Wealth Planning Group
0:00 / 0:00
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.
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🎬 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
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