Learn more about our services: https://www.parallelwealth.com/planning
Check out the Investing Academy: https://bit.ly/ParallelAcademy
We’ve stressed many times on this channel the importance of having a financial and retirement plan, but how do we actually build one? We’ll go through our process in how we build out financial plans for our clients including the necessary questions you must ask yourself, your goals, and also the psychological side of things. Having a plan heading into retirement will greatly reduce your stress levels…and I think that is something we all want!
If you have any further questions about this video’s topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track. You can learn more about our services at https://www.parallelwealth.com/planning or email [email protected]
5 ways to level up your financial plan:
Personal Finance for Canadians for Dummies: https://amzn.to/308jzic
Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG
Retirement Income for Life: Getting More without Saving More (Second Edition): https://amzn.to/3v5j2to
20% off an online Will at www.willful.co use promo code: ‘PWFG20’
Join the Investing Academy: https://bit.ly/InvestingAcademyPWFG
OUTLINE
0:00 – Plan Assumptions
2:47- Financial Goals
4:40 – Data Input
7:00 – Default Plan
7:50 – CPP & OAS
8:30 – RRSP Meltdown Plan
9:10 – Tax & Estate
11:30 – Ladder Income Plan
12:20 – Plan Delivery
This presentation is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Every effort has been made to ensure the accuracy of its contents. Certain of the statements made may contain forward-looking statements, which involve known and unknown risk, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Returns are not guaranteed and past performance may not be repeated.
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations – those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.
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