Everything Your Retirement Plan Needs In 15 Minutes

[@markPwilliams]

The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.

[@BarbaraKutcher]

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert

[@CharlesBarber56]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@Dariustomczak78]

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

[@CharlesBarber56]

Deborah Lynn Dilling is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

[@AnnieGardner9]

Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

[@garth217]

Another great video. I always learn something from your materials even if it doesn't apply to me. Knowledge is the key to a successful retirement..having money in investments also helps... Please keep up these videos you truly are doing a great service.

[@MonaghanMLOUISE]

I agree with you my friend, Having money in investment really makes it easier but one needs to work with an expert if you want to make sufficient passive income.. Imagine investing over 200k and getting 5% profit, thats too low when people are raking up 200% profit with the same capital

[@lihuabenchen]

Very true, Despite having no prior investing knowledge, I started investing before the pandemic and pulled in a profit of approximately 950k that same year. In reality, all I was doing was getting professional advice.

[@adelineChulack]

how can I participate in this? I sincerely aspire to establish a secure financial future and I am eager to participate. Who is the driving force behind your success?

[@lihuabenchen]

Her name is "Dianne Sarah Olson' just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

[@GeorgeWilliamSinclair]

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

[@ginocolello4241]

Great video!! Showing examples make understanding easier. Thank you Adam for your dedication

[@ParallelWealth]

My pleasure!

[@harveyellis6758]

Great video. I built an excel spreadsheet with layout similar to that presented in the Snap software, to allow me to do my own retirement planning.

[@skjdbam]

I too did something similar. I did so because I believe the plan is ever-changing. Would be interested in seeing your minus the numbers of course

[@skjdbam]

Always good information Adam. Thanks

[@ParallelWealth]

My pleasure!

[@cobevizio6228]

It’s really important to tell people about Irma in the $103,000 limit and the part B tax that they’re gonna have to pay on Medicare. Thank you.

[@jovicrazed]

This is Canadian retirement information. IRMAA doesn't apply here.

[@rb239rtr]

You should do an episode on how to handle a LIRA and a rrsp. In my situation, I am drawing down the most possible from my now LIF, which is doing well. If all things remain equal, my OAS will be completely clawed back by the time I am 73/74 due to the success of my LIF. Basically too much money when old. In hindsight, I should have moved a bigger portion into my RRSP when I converted the LIRA, and melted that larger RRSP down. When I planned my LIF, I was working on a 5% return, I am getting around 8%, which I guess is a good problem to have.

[@garth217]

If you will have an income of $148,000 for 2024 you OAS is totally clawed back. Why are you even here looking for financial advice if you have that kind of income. Donate to a charity to reduce your taxes. Calgary Children hospital is great and they are well known to followers of Adam

[@Larry_Kabberga]

Looks like you should be opening up a KZbin channel and give advice instead

[@martik778]

Similar issue here and PO'd we won't qualify for the dental program. Better to have too much I guess

[@sharky6128]

Thanks Adam, great video! How much would it cost to have you build a plan like this for my wife and I ? We both have a relatively simple pension with no debt. Keep up the great work 🎉🍻😎🇨🇦

[@katz2912]

Website stated $4000 for household retirement plan. $3500 for single.

[@tifonapoletanononhaconfini4442]

as usual great work when you have a moment can you talk about the future regulation as per Retraite Quebec regarding the suppression of the upper limit related to withdrawals of life income funds (LIFs) for persons aged 55 or over Thank you

[@febsign6110]

What happens when you leave the country and live your retirement in another country ?

[@josepinedo9282]

Very good explanation

[@gmarks1559]

Very nice

[@tivertontom]

most of these just make me feel 'poor' LOL

[@tivertontom]

but we'll be ok ... and live oceanfront bay of fundy in new passive net zero house

[@tivertontom]

surrounded by 'rich' Ontarions ... LOL

[@garth217]

@@tivertontom so you post 3x to yourself?

[@pablopiquante3227]

Finances is only one leg of the retirement banquet table. Without health, family/friends, and a purposeful way to make a contribution with your skills and talents, it really doesn’t matter how many extra zeros you have in your bank account. Many people would love to live be by the Bay of FUNdy!