Over the past thirty years, our team has helped hundreds of families transition successfully into retirement. In this video, we cover ten retirement topic areas that will help you to plan a successful retirement journey.
To learn how to get your complimentary retirement plan, click the following link to our website,
www.humphriesw...
Video links referenced in the video...
Government Benefits,
• Five Strategies for Re...
Cashflow planning,
• Retirement Cashflow Pl...
• Retirement Cash-flow P...
Pension Planning,
• Pension Plans
Retirement Lifestyle Tips,
• Retirement - I Wish...
• Retirement - Connectio...
• A New Way To Define Re...
Investing,
• Investing
Estate Planning,
• Estate & Will Planning...
• When Should You Have Y...
Retirement Plan
• Retirement Financial F...
To learn how to get your complimentary retirement plan, click the following link to our website,
www.humphriesw...
Shaun Humphries
Senior Financial Planning Advisor
CI Assante Wealth Management
00:00 Introduction
00:45 Government Pensions
02:58 Cashflow Planning
04:30 Employer Pension Plans
10:33 Health Benefits
11:46 Review Life Insurance Needs
14:12 Practice Retirement
15:04 Explore a Side Hustle
17:21 Repositioning Your Portfolio
18:33 Retirement Income Plan
18:58 Time Line Investing
20:52 Update Estate Plan
22:03 Prepare A Retirement Income Forecast
26:09 Concluding Comments
16 авг 2024
